EPUB (Electronic Publication)

An open standard digital book format designed for easy reading across devices

Overview

EPUB (Electronic Publication) is an open standard file format for digital books and publications. Developed by the International Digital Publishing Forum (IDPF), it has become the industry standard for digital publishing, now maintained by the World Wide Web Consortium (W3C).

EPUB was designed to provide a single digital publication format that publishers and conversion houses could use in-house, as well as for distribution and sale to consumers. The format allows for reflowable content that adapts to different screen sizes, making it ideal for mobile reading.

At its core, EPUB is essentially a ZIP archive containing HTML, CSS, images, and metadata files structured in a specific way. This web-based approach makes it highly adaptable and accessible across a wide range of devices and platforms.

Technical Specifications

File Extension .epub
MIME Type application/epub+zip
Developer IDPF (now W3C)
Latest Version EPUB 3.3 (2023)
Based On HTML, XML, CSS, JavaScript
DRM Support Optional
Compression ZIP
Media Support Text, images, audio, video

EPUB files use a container format based on ZIP, with specific organizational requirements. The format contains mandatory metadata, a manifest of included files, and a defined reading order. Recent EPUB versions support advanced features like interactivity, media overlays, and accessibility features.

Advantages & Disadvantages

Advantages

  • Reflowable text that adapts to different screen sizes and devices
  • Open standard not controlled by any single company
  • Support for rich features like hyperlinks, images, and multimedia
  • Built-in support for metadata and search functionality
  • Offline reading capability
  • Accessibility features for users with disabilities
  • Typically smaller file sizes than fixed-layout formats
  • Support for embedded fonts and complex typography

Disadvantages

  • Less precise layout control compared to PDF
  • Advanced features may not be supported by all e-readers
  • DRM implementations can limit portability between devices
  • Complex content like mathematics or specialized layouts may not render correctly
  • Different e-readers may interpret CSS styling inconsistently
  • Creating high-quality EPUBs requires knowledge of HTML and CSS
  • Older e-readers may not support newer EPUB features

Common Use Cases

E-Books

The primary use case for EPUB is distributing commercial and non-commercial e-books. The format's reflowable nature makes it ideal for text-heavy content that readers consume on a variety of devices, from smartphones to dedicated e-readers.

Digital Magazines and Periodicals

EPUB 3's enhanced capabilities make it suitable for digital magazines and other publications that combine text with rich media. The format allows for integrating interactive elements while maintaining accessibility.

Technical Documentation

Many organizations distribute technical documentation, manuals, and guides in EPUB format because of its searchability, hyperlinking capabilities, and cross-platform compatibility.

Academic Publishing

Educational institutions and academic publishers use EPUB for textbooks and scholarly works. The format's support for notes, citations, and complex layouts makes it suitable for academic content.

Accessible Publications

EPUB's built-in accessibility features make it a go-to format for creating publications accessible to people with visual impairments or reading disabilities, supporting text-to-speech, alternative text for images, and navigational aids.

Compatibility

Device Compatibility

EPUB files can be read on a wide range of devices:

  • Dedicated E-readers: Amazon Kindle (with conversion), Kobo, Barnes & Noble Nook, Pocketbook
  • Tablets: iPad, Android tablets, Windows tablets
  • Smartphones: iOS and Android devices via e-reader apps
  • Computers: Windows, macOS, Linux with appropriate software

Software Compatibility

Numerous applications support EPUB reading:

  • Windows: Adobe Digital Editions, Calibre, Microsoft Edge
  • macOS: Apple Books, Adobe Digital Editions, Calibre
  • iOS: Apple Books, Kobo, Google Play Books
  • Android: Google Play Books, Moon+ Reader, Aldiko
  • Linux: Calibre, Foliate, Bookworm
  • Web: EPUBReader, Readium

Version Compatibility

There are three major versions of EPUB with different levels of support:

  • EPUB 2: Widely supported by almost all readers
  • EPUB 3: Supported by modern readers but some advanced features may be ignored by older devices
  • EPUB 3.3: The latest standard with enhanced accessibility and features, supported by newer reading systems

Comparison with Similar Formats

Feature EPUB PDF MOBI AZW HTML
Reflowable Text ★★★★★ ★☆☆☆☆ ★★★★☆ ★★★★☆ ★★★★★
Layout Preservation ★★★☆☆ ★★★★★ ★★☆☆☆ ★★★☆☆ ★★★☆☆
Device Compatibility ★★★★☆ ★★★★★ ★★★☆☆ ★★☆☆☆ ★★★★★
Interactive Features ★★★★☆ ★★★☆☆ ★★☆☆☆ ★★★☆☆ ★★★★★
Accessibility ★★★★★ ★★★☆☆ ★★☆☆☆ ★★★☆☆ ★★★★☆
Open Standard ★★★★★ ★★★★★ ★☆☆☆☆ ★☆☆☆☆ ★★★★★

EPUB excels at providing a flexible reading experience with reflowable text, while PDF is better for preserving exact layouts. MOBI and AZW (Amazon's formats) are more limited in features but have their own ecosystem advantages. HTML provides maximum flexibility but lacks the packaging and standardization of dedicated e-book formats.

Conversion Tips

Converting To EPUB

From Word/Office Documents

Save your document with proper heading styles, as these will translate to EPUB navigation. Include a table of contents before conversion. Remove any complex formatting or tables that aren't essential to the content.

From PDF

PDF to EPUB conversion can be challenging because PDFs store fixed layouts. Text-based PDFs convert better than scanned documents. Expect to do some cleanup after conversion, particularly with formatting and images.

From HTML

HTML is structurally similar to EPUB content, making conversion relatively straightforward. Use semantic HTML tags, and ensure your CSS is compatible with e-reader limitations. Remove scripts and external dependencies.

Converting From EPUB

To PDF

Converting EPUB to PDF creates a fixed layout from reflowable content. Consider page size, margins, and font size for the target device. Test the resulting PDF on multiple screen sizes.

To MOBI/AZW (Kindle formats)

Use Calibre or Amazon's Kindle Previewer for best results. Be aware that some EPUB 3 features may not be supported. Test the converted file on target devices or emulators.

To Plain Text

Converting to plain text will lose all formatting, images, and hyperlinks. This should be done only when the text content alone is needed.

EPUB Best Practices

  • Validate your EPUB files using tools like EPUBCheck
  • Include proper metadata (title, author, publication date)
  • Create a logical table of contents
  • Optimize images for file size and resolution
  • Test on multiple devices and reading applications
  • Follow accessibility guidelines for maximum compatibility

Frequently Asked Questions

Why can't I open EPUB files on my Kindle?
Amazon Kindle devices don't natively support EPUB files because Amazon uses its own proprietary formats (MOBI, AZW, KF8). However, you can convert EPUB files to a Kindle-compatible format using software like Calibre or Amazon's Send to Kindle service, which now accepts EPUB files and converts them automatically.
How do I make my EPUB files more accessible?
To improve accessibility, include proper document structure with semantic HTML tags, add alternative text for images, create a logical reading order, provide a detailed navigation structure, use MathML for equations, and follow WCAG guidelines. Tools like ACE by DAISY can help evaluate your EPUB's accessibility.
Why do my images look different on different e-readers?
Different e-readers have varying screen sizes, resolutions, and image processing capabilities. Some may resize images to fit the screen while others might crop them. To ensure consistent display, use relative sizing for images, test on multiple devices, and optimize image resolution to balance quality and file size.
Can EPUB files contain DRM?
Yes, EPUB files can include Digital Rights Management (DRM) to restrict copying or unauthorized sharing. Common DRM schemes include Adobe ADEPT, Apple FairPlay, and various vendor-specific implementations. DRM-protected EPUBs can only be opened in compatible reading applications and may be tied to specific accounts or devices.
What's the difference between EPUB 2 and EPUB 3?
EPUB 3 introduces significant improvements over EPUB 2, including better support for multimedia and interactive content, advanced typography features, global language support (including vertical writing), improved accessibility features, scripting capabilities, and support for mathematical equations through MathML. EPUB 3 is based on HTML5 and CSS3, whereas EPUB 2 used XHTML 1.1.