Call for Participation: Transition to EPUB 3 Ecosystem Project


This document invites participants from DAISY Consortium membership for Transition to EPUB 3 Ecosystem project, described in the project charter at: (

Executive Summary

DAISY Consortium’s experts have led the groundbreaking advancement of embedding accessibility features in the mainstream EPUB 3 specifications. This advancement has opened tremendous opportunities for inclusive publishing, and has the potential to lead to an era in which all published materials are born accessible.

The next major step in the development of inclusive publishing is migration to the EPUB 3 production system and related business models. The need for integration with mainstream standards and technologies is well recognized across the DAISY membership, but it raises many practical questions in the minds of not only the production managers who are expecting guidance, but also the business leaders of member organizations who need to define the new business strategies for coming years. Some of the questions asked are:

  • How can they migrate their large production system built around DAISY 3/2.02 production to EPUB 3 production?
  • How can we ensure the development of robust EPUB 3 production environments?
  • When is the right time to start the process of upgrading, what will be the cost of switching and how long will it take?
  • What benefit will it provide from the business point of view?
  • What benefit will it provide to their patrons?
  • What will be the cost of switching, the cost of EPUB 3 reading systems and the adjustment time for their patrons?

The Transition to Inclusive EPUB 3 Ecosystem Project intends to answer such critical questions by bringing the experts from our membership together, and developing the path for migration to the EPUB 3 ecosystem.


The project will be executed in three dimensions:

a) Upgrading production systems: DAISY Consortium member organizations have large production systems built on DAISY specifications such as DTBook. The project intends to find ways of migrating the existing production systems by providing output compliancy with the accessible EPUB 3 specifications, and developing new production systems for producing accessible publications from the source files obtained from the publishers. The project will also help with prioritizing features for the DAISY Consortium’s production tools (Pipeline 2, Tobi & Obi).

b) Facilitating member - publisher relationships: The acquisition of appropriate source files will reduce the production cost of the member organizations. Member-publisher relationships enable the production of publications with built-in accessibility.

c) Distribution and consumption of accessible EPUB 3 content: Work towards ensuring the availability of EPUB reading systems that provide great experience with eyes, ears and fingers.


The project will be executed in three phases. The objectives and roadmap of each phase will be determined on bases of the outcome of the previous phase. Upgrading of production systems

  • Phase 1: Identify and involve all members who are “proactively” exploring ways to migrate to the EPUB 3 production system. Collectively identify the requirements for EPUB 3 production & Braille production. Identify the format of source files which may be obtained from outsourcing units or may be created in-house. Thereafter, develop the early EPUB 3 production systems with the proactive members.
  • Phase 2: Upgrade the production systems of pro-active members to work with source files obtained from publishers.
  • Phase 3: Document the production processes based on the source files. Share them with DAISY membership to encourage other members to upgrade to EPUB 3 production. Develop strategies for training the members for upgrading.

Publisher relationships

Facilitating relationships with publishers to achieve the following objectives:

  • Acquisition of appropriate source files according to specified schema to make production systems of member organizations more efficient and cost effective.
  • Collaboration between DAISY members and publishers for enabling publishers to produce publications with built-in accessibility. Collaborations may include educating the publishers as well as providing content processing services.

Consumption (reading systems)

The following two directions can be followed:

  • Members contribute to the development of open source reading systems like Readium’s browser-based player and Readium SDK.
  • Encouragement of technology experts to develop accessible reading systems that provide great reading experience with eyes, ears & fingers. DAISY Consortium’s reading system screening methodology is an effective tool for this purpose.

Participation Guidelines

The change process for transition to EPUB 3 will focus on the production processes and business models of member organizations, therefore the participation of member organizations is of paramount importance.

Who can join?

Participation is expected by the staff of the DAISY Consortium member organizations who possess the following skills and experience:

  • Production managers responsible for DAISY or EPUB production
  • Business process managers responsible for publisher relationships
  • Experienced process engineers and production staff
  • Software developers involved in the development of production tools or scripts
  • Accessibility experts responsible for recommending production tools and reading systems in their respective organizations.

Although the staff of member organizations will form the major part of the project team, individual experts with extensive experience in the above listed domains are also invited to participate.

Mode of work

Most of the work will be carried out in online mode, through a mailing list and Skype/telephone conferences. One face-to-face meeting for Phase 1 is scheduled in 2014. The direct costs for the meeting (travel, accommodations, etc.) are covered by the participants themselves.

Project management, deadlines and important contacts

The project is co-chaired by George Kersher and Avneesh Singh. The chairs form the governing body. Project leads for the 3 dimensions of the project will be appointed from the participants.

Deadline for receiving participation requests: January 21, 2014.

To confirm your participation or to learn more about the project, please contact:

George Kerscher


Avneesh Singh