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What is needed

Published

Books are digital. This is not, strictly speaking, true; but it’s about to be, with a few honorable exceptions. Already today, pretty much all commercial books are produced digitally, although the end product is a physical one: ink printed on paper, then bound and marketed and sold. Already, the selling may be done as often online as in a bookstore. Already, the same books are being issued more and more in electronic form – even if, as yet, the e-books are mostly very shoddy in conception and execution.

But that will change. In order for it to change in a worthwhile way, we have to spell out just what form these books ought to take.

So what’s needed? How do we make good e-books? What should a good tool for designing and creating e-books look like and do? What should the result – the e-book itself – be capable of? And what should the experience of reading an e-book be like?

Last question first. If it’s immersive reading – a story or narrative of some kind – then you, as the reader, should be able to lose yourself in the book without thinking about what it looks like or how it’s presented. This has always been true for printed books, and it’s equally true for e-books.

But e-books present a challenge that printed books do not: the page isn’t fixed and final. At the very least, the reader will be able to make the font bigger or smaller at will, which forces text to reflow and the relative size of the screen “page” to change. That’s the minimum, and it’s a fair bet already today. But the reader many read the same book on several different devices: a phone, a laptop, a tablet, a specialized e-reader, or even the screen of a desktop computer.

For a real system of flexible layout in e-books and e-periodicals that might be viewed on any number of different screens at different times, what’s needed is a rules-based system of adaptive layout. I like to think of this as “page H&J”: the same kind of rules-based decision-making on how to arrange the elements on a page as normal H&J uses to determine line endings.

The requirements for this are easy to describe – maybe not so easy to implement. We need both design & production tools and the reading software & hardware that the result will be displayed on.

A constraints-based system of adaptive layout

The interesting problems always come when you have two requirements that can’t both be met at the same time. (For example: this picture is supposed to stay next to that column of text, but the screen is so small that there isn’t room for both. What to do?) That’s when you need a well-thought-out hierarchy of rules to tell the system which requirement takes precedence. It can get quite complicated. And the rules might be quite different for, say, a novel, a textbook on statistics, or an illustrated travel guide.

OpenType layout support. This means support for the OpenType features that are built into fonts. There are quite a few possible features, and you might not think of them as “layout”; they affect the layout, of course, in small ways (what John Hudson has called “character-level layout”), but they’re basically typographic. Common OpenType layout features include different styles of numerals (lining or oldstyle, tabular or proportional), kerning, tracking, ligatures, small-caps, contextual alternates, and the infinitely malleable “stylistic sets.” In complex scripts like Arabic, Thai, or Devanagari, there are OpenType features that are essential to composing the characters correctly. None of these features are things that a reader has to think about, or ought to, but the book designer should be able to program them into the book so that they’re used automatically.

Grid-based layout. It seems very obvious that the layout grid, which was developed as a tool for designing printed books, is the logical way to think about a computer screen. But it hasn’t been used as much as you’d imagine. Now that we’re designing for screens of varying sizes and shapes, using a grid as the basis of positioning elements on the screen makes it possible to position them appropriately on different screens. The grid units need to be small enough and flexible enough to use with small text type, where slight adjustments of position make a world of difference in readability.

Media query. This is the name used for the question that a program sends to the device: What kind of device are you? What is the resolution of your screen? How big is that screen? What kind of rendering system does it use for text? With that information, the program can decide how to lay out the page for that screen. (Of course, the device has to give back an accurate answer.)

Keep & break controls. These are rules for determining what elements have to stay together and what elements can be broken apart, as the page is laid out. This means being able to insist that, say, a subhead must stay with the following paragraph on the page (keep); if there isn’t room, then they’ll both get moved to the next page. It also means that you could specify that it’s OK to break that paragraph at the bottom of the page (break), as long as at least two lines stay with the subhead.

Element query. I’ve made up this term, but it’s equivalent to media query on a page level. The various elements that interact on a page – paragraphs, columns, images, headings, notes, captions, whatever – need a way of knowing what other elements are on the page, and what constraints govern them.

H&J. That stands for “hyphenation and justification,” which is what a typesetting program does to determine where to put the break at the end of a line, and whether and how to hyphenate any incomplete words. Without hyphenation, you can’t have justified margins (well, you can, but the text will be hard to read, because it will be full of gaping holes between words – or, even more distracting, extra spaces between letters). Even unjustified text needs hyphenation some of the time, though it’s more forgiving. When a reader increases the size of the font, it effectively makes the lines shorter; if the text is justified, those gaps will get bigger and more frequent. But there are rules for deciding where and how to break the line, and a proper H&J system (such as the one built into InDesign) is quite sophisticated. That’s exactly what we need built into e-book readers.

In digital typesetting systems, the rules of H&J determine which words should be included on a line, which words should be run down to the next line, and whether it’s OK to break a word at the end of the line – and if so, where. A system like InDesign’s paragraph composer can do this in the context of the whole paragraph, not just that one line. A human typesetter makes these decisions while composing the page, but when the font or size might be changed at any moment by the reader, these decisions need to be built into the software. In “page H&J,” where the size and orientation of the page itself might change, the whole process of page layout needs to be intelligent and flexible.

Up until now, in the digital work flow, the software’s composition engine has been used in the creation of the published document; the human reader is reading a static page. But now, with flexible layout and multiple reading devices, the composition engine needs to be built into the reading device, because that’s where the final page composition is going to take place.

It’s easy to create a document with static pages that are designed specifically for a particular output device – a Kindle 3, for instance, with its 6-inch e-ink screen, or a 10-inch iPad. I’ve done it myself in InDesign and turned the result into a targeted PDF. But if that’s your model, and you want to target more than one device, you’ll have to produce a new set of static pages for each different screen size and each different device. Wouldn’t it be better to have a flexible system for intelligently and elegantly adapting to the size, resolution, and rendering methods of any device at all?

[Photo: a 17th-century Mexican handbook, about the size of a hand-held device, from the collection of the Biblioteca Palafoxiana, displayed during Typ09 in Mexico City. With ink show-through from the back of the page, which will probably not be a feature of e-books.]

Verdigris goes Big & Pro

Published

People often ask me, “Which is your favorite typeface?” I always say that it’s a question that can’t really be answered, since it depends entirely on context: what’s the best typeface for this particular use? But, truth be told, for quite a while I have had a favorite, at least as a text face for books: Mark van Bronkhorst’s MVB Verdigris. I’ve used it a lot; it’s the text typeface of my two Dot-font books, and I even secured Mark’s permission to use it in the downloadable PDFs of those two books’ text. Inspired originally by small sizes of the types of Robert Granjon and Pierre Haultin, it’s wonderfully readable. The italic is especially striking.

Now Mark has released an OpenType Pro version, MVB Verdigris Pro Text, with expanded weights and styles, a few tiny reworkings, a lot of OpenType layout features, and a companion display face for use at large sizes, MVB Verdigris Pro Big.

What I wrote about Verdigris in 2004 still holds true today; but since then I can attest to my own happy experience using the typeface extensively. The one stumbling block for me in recent years has been that Verdigris wasn’t available as an OpenType font; in order to use its extensive typographic features, you had to jump through the old hoops of search-and-replace, choosing alternate characters or a separate font for such refinements as ligatures and small caps. No more! With Verdigris Pro, van Bronkhorst has given us a thoroughly workable book face, ready for the back-and-forth text flow of contemporary production.

Verdigris Big has no italic (at least so far), but its two weights ought to be quite useful in classical-looking display typography. The obvious comparison is with Matthew Carter’s wonderful Big Caslon. Although Carter’s sources and van Bronkhorst’s are different (18th-century Caslon vs. 16th-century van den Keere), they’re in the same ballpark; and neither of the two designers was after a strict revival. Like Big Caslon, Verdigris Big emphasizes contrast and sparkle at large sizes, though with a somewhat looser fit and a Renaissance stateliness.

As usual, Mark van Bronkhorst has produced an elegant PDF type specimen to accompany his new release.

JFP in SEA

Published

If you’re in Seattle in mid-February, you might want to come to one of these events to hear and meet Jean François Porchez, who is probably the most widely-known French type designer today. JFP will be giving a free talk on Wednesday, February 15 at Kane Hall at the University of Washington, as part of a week-long symposium: “Letters From France: On Designing Type.” He will also be speaking the following day at the Good Shepherd Center (4649 Sunnyside Avenue North, Seattle), with a Q&A session in both French and English. And I hope to entice him to our monthly typographers’ pub, on the second Tuesday, which will be February 14 (yes, Valentine’s Day), at the Pub at Third Place (6504 20th Avenue NE, Seattle), from 8 p.m. on; anyone interested in type is welcome. (Look for the table full of obvious typographers.) A bientôt!

[Update:] Videotape of Porchez’s talk at Kane Hall is available online. Below, a very poor snapshot of JFP (L) at the type pub, looking over sketches of a type design by Andrea Harrison (R).

Jean François Porchez & Andrea Harrison at Seattle typographers' pub

Substrate

Published

I’ve been musing about that wonderful word substrate, and contemplating its many permutations. The word has uses in biochemistry and philosophy, but the meaning that intrigues me is literal. By its etymology, a substrate is an “under-layer,” or what lies behind or underneath something. When it comes to letters, the substrate is the surface you write or print on.

The substrate gives typography its third dimension. Even when the surface is perfectly flat, it’s the surface of something. In printing, the substrate is the paper (and the occasional non-paper surfaces that people choose to print on). The substrate for digital type is the screen that it appears on, whether that screen is held in your hand or propped on your desk. (Or, indeed, mounted on the wall in your living room or a theater.)

Printing, in all its many forms, deposits ink on the paper. Type on screen is projected out of the substrate on the surface (and from there into our eyes). In e-ink and other kinds of smart paper, the letters are actually displayed inside the substrate. The substrate is the physical ground of “figure & ground.”

Essentially, type is about the nature of the substrate and how the type is rendered on that surface. In traditional printing, this is a matter of inking and presswork. On a screen (like this), this depends on resolution, and all the many tricks for making it appear finer than it really is.

Printing or display depends on the relationship between substrate and rendering. Everything else – the real heart of typography – is arranging.

[Photo: “Rock 6,” copyright Dennis Letbetter.]

’tis or ’tain’t

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’Tis the season for backwards apostrophes. The web, and the pages of magazines, are full of variations on the phrase ’tis the season, half of which have the apostrophe backwards (like the example at left) – presumably because someone just typed an apostrophe on the keyboard and their software helpfully turned it into a single open quotation mark. But that ain’t an apostrophe. The apostrophe, like the comma, only faces one way. Pay attention, please, and get it right!

Web-page headline with backwards apostrophe

(Not sure how to get the right glyph? Copy and paste it from someplace else. If your software is giving you an open single quote, just type an apostrophe at the end of the word, where it’ll face the right way; then delete that and paste it at the front.)

[Images: from the holiday-season home page of lee.com – hardly the only high-profile retailer to make this mistake.]

Text on the pages of iBooks

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Two intelligent blog posts appeared today covering the new iBooks software and its choice of fonts; both of them included a link to my 2001 review of one of the new type choices: Iowan Old Style. I’m pleased to see John Downer’s Iowan Old Style get its due at last; I’m even more pleased to see iBooks expand its typographic palette in the direction of actual text typefaces. (Now about actual typography…)

Glenn Fleishman’s essay for Boing Boing is insightful and mindful of the cyclical development of typographic technology; he also mentions the current problems with trying to incorporate web fonts in e-books. Yves Peters in the FontFeed has more to say about the history of the typeface designs, and his illustrations cleverly show the fonts in all three of iBooks’ screen views or “themes.”

What I don’t understand is why Apple chose to drop three of the previous iBooks fonts (Cochin, Baskerville – really Monotype Baskerville – and Verdana). None of them were ideal for books onscreen, but why reduce the choices instead of simply adding to them?

And now the newly introduced Seravek is the only sans serif font available for reading in iBooks. It’s a nicely designed humanist sans, but it doesn’t have to be the only sans, humanist or otherwise, on the system. And the small eyes of Seravek’s e and a tend to visually close up under some circumstances.

[Image: one of the illustrations from Yves Peters’ review, showing Iowan Old Style. In the FontFeed original, you can click on any of the three sections to see the full page in that view.]

Showing backbone

Published

The Print Regional Design Annual hove into sight the other day, joining the stack of recent graphic-design and typography magazines: Metropolis, Eye, Typo, and the new one, Codex. The Print annual was a particularly fat example, but then you’d expect it to be. What distinguishes all of these disparate magazines, however, besides interesting content, is their binding: every one of them has a flat spine.

What’s the point of this? To look at a set of issues on the shelf, after the fact? If a magazine contains enough pages, of course, you have no choice; it must be perfect-bound (the pages trimmed and glued into a spine), since saddle-stitching (folding the sheets and stapling in the middle) is only practical for a relatively thin publication. But it seems as though most magazines these days (not just graphic-design magazines) are bound so they have a flat spine, no matter how thin the issue itself may be. I even got an unsolicited men’s-clothing catalog last week, all of 68 pages, that was bound into a spine, for no apparent reason.

The problem with perfect-binding a magazine is that it won’t lie flat. Nor can you fold it open to read one page at a time, for convenience in a crowded space (or simply to keep the pages less floppy). The spine creates a gutter, which neither editorial designers nor designers of ads for those pages ever seem to take into consideration; on the inner edge, both images and text curve into the gutter and get lost. It’s possible to design with that in mind, but how often have you seen it done?

Print is a perfect example of the real advantage of a glued spine to the publisher of a graphic-design magazine: it makes it very easy to bind in inserts from paper companies who want to show off their wares to potential customers. This isn’t new; the very first issue of Print, in June 1940, included paper samples to accompany an article on the design of wallpaper, and subsequent issues had bound-in samples from printers and paper manufacturers. Today, Print and other popular design magazines like How are thick with this kind of insert. These stiff or thick or off-size pages may serve a function, as illustration or advertising, but they make it impossible for a reader to flip through the pages – one of the most common ways of reading or browsing any printed publication.

The roadblocks along the path through a magazine rarely come at logical stopping or starting points in the magazine’s content. Very few magazines these days maintain an “editorial well” that’s separate from the advertising, and converging trends in editorial and commercial design make it hard to tell the content from the ads. That’s hardly a new trend, but it’s reinforced by the random-seeming intrusions of stiff-papered inserts.

The current popularity of spines on magazines seems part of a dismissive approach that looks at the magazine (or a book, for that matter) as a physical object to be sold, without giving any thought to how that object will be used. There are exceptions – Eye, for instance, uses multiple paper stocks in each issue, but they have similar weight and flexibility; and the page design almost always takes the gutter into account, so despite being perfect-bound, Eye is pretty comfortable to open and read. So is Typo, although its binding is stiffer than Eye’s. But Typo is usually thin enough that it could dispense with the spine entirely, which would make it easier to hold and read.

Some magazines have content that demands immersive reading; others are almost entirely meant for casual browsing. Neither of these functions is well served by pages that are tightly bound into a hard spine.

[Images: two spreads from the Print Regional Design Annual 2011.]

Georgia & Verdana’s expanded palette

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While I was a program manager at Microsoft Typography, two of the typefaces that fell within my purview were Georgia and Verdana, the highly readable screen fonts designed by Matthew Carter in the 1990s to make reading text onscreen easier on the eyes. So I was in a position to encourage and approve a joint project of Ascender Corporation (now a part of Monotype Imaging) and the Font Bureau to work with Carter to create a much-expanded set of fonts for both Georgia and Verdana. The project was announced two years ago; this week, Font Bureau and Monotype Imaging have released the new fonts.

Georgia Pro and Verdana Pro are now large type families, with five weights instead of two, each one with its accompanying italic, as well as small caps and several alternate kinds of numerals; and all of those weights and styles are repeated in condensed form. This makes it possible to have truly bold headlines in either typeface, or to fit copy into narrow measures, or to combine weights and widths in expressive ways within a typographically consistent page.

Not surprisingly, given the advent of downloadable web fonts, both Georgia Pro and Verdana Pro are being shown off in a web-based type specimen from Webtype. And they’ve been hinted to be as consistent as possible across platforms and browsers.

I’m looking forward to seeing them put to use.

Type different

Published

Thomas Phinney wrote a thoughtful blog post last week about “The Impact of Steve Jobs on Typography”: about how the Mac pioneered proportional fonts on the screen, and how the combination of Aldus PageMaker and the LaserWriter created desktop publishing; and about a host of later improvements and developments: “Being able to see what fonts look like on screen. Showing proportional fonts on screen. Scaling the same font outlines for screen as for print. Putting a ‘font’ menu in applications, and having all applications share a pool of fonts installed at the system level (instead of associated with some specific printer).” Jobs was famously attentive to details; more to the point, he was famously attentive to the details of design. His flare and care for industrial design made Apple’s products desirable – and usable.

Which is why I’ve always been disappointed that Apple doesn’t bring that same level of perfectionism to its use of type. The graphic design, both in Apple’s marketing and in its products themselves, is always careful and clean; but the choices of fonts have been erratic, and they’re not always used consistently. Just looking at a current page of the Apple website, about Mac products, I see both their corporate font, Myriad, and the current Mac user-interface font, Lucida Grande. Both are well-designed humanist sans-serif typefaces, and either one works well; they actually play together better than you would think, but it’s still subtly jarring to see two competing sans serifs on the same page. But that’s not all.

Ever since the introduction of the iPhone, Apple has been moving toward using versions of Helvetica on screen. I’ve written before about the problem with reading numbers in Helvetica. The same repetition of shapes that makes Helvetica look consistent and “modern” (or at least retro-modern) creates ambiguity and makes it all too easy to mistake one number or letter for another. As Thomas Phinney said in a comment on his own post, “I love iOS, but I am still horrified that it uses Helvetica as a UI font.”

ATypI Reykjavík 2011

Published

By all accounts, this year’s ATypI conference was a notable success. People kept coming up to me and telling me how much they were enjoying the event, how impressive the venue was, how well everything was organized, how intelligent the talks were, how much they liked the food. I kept telling them that I couldn’t take any credit for these things, that it was the organizers, both local and from ATypI, who had brought all this together. But it was certainly gratifying to hear.

The venue was spectacular: a brand-new building, Harpa, built right on the edge of the waterfront in the harbor of Reykjavík, which houses the national symphony as well as serving as a state-of-the-art conference center. Harpa’s irregular geometry and fishnet-over-glass windows all around highlighted the location and gave us a light, airy interior to inhabit and meet in. Its various meeting spaces were easy to configure for both talks and meals. And when the weather got bad – Sunday saw a good bit of wind and rain – it was satisfying to sit snug in Harpa and gaze out at the wind-whipped harbor.

There were fewer attendees than usual this year (no doubt a reflection of the dismal economy, and of the fact that while Reykjavík is easily accessible from both North America and Europe, it’s not exactly local to anyone but the Icelanders). But those who came were excited and stimulated, and came away talking about ideas.

How often do you have a head of state opening a typography conference? The President of Iceland, H.E. Ólafur Ragnar Grímsson, not only welcomed ATypI to Iceland but gave a twenty-minute talk about the Icelandic language and its typography – an intelligent, eloquent commentary that set a high standard and neatly prefaced our keynote speaker, Gunnlaugur SE Briem. Briem spoke wittily about type, letters, and language. Together, they kicked off the main conference brilliantly.

The theme of the Icelandic letter “eth” (ð, the voiced “th” sound found in English too) led naturally to a rich track of talks on other special characters, and on a wide range of non-Latin writing systems as well. We heard about the typography of Indic, Korean, Arabic, Mongolian, Chinese, and Khmer scripts, not to mention Danish, Irish, German, and Turkish letters within the Latin alphabet. The number of presentations on Indic typography on Sunday was particularly appreciated; and there was talk of making a proposal in a few years for holding an ATypI conference somewhere in India.

The structure this year seemed to work quite well: two preliminary days of workshops and technical and educational items, in two parallel tracks, followed by the official opening on Thursday night and then a single main track of programming on Friday, Saturday, and most of Sunday. This allowed for specialization in the preliminary days, but a common experience during the main conference – and no running around trying to switch from one track to another, or worrying about coordinating the timing between multiple simultaneous talks. Our program structure is partly determined by the venue, but I think we’ll try to repeat this success in the future.

Saturday night we clambered into city buses for a short ride out of town to a penthouse restaurant with wide views in all directions, where the restaurant’s staff were quickly accommodating when they discovered that we had more people for dinner than we had planned. That was followed by a crowded party back in town at the Icelandic Design Centre, and the usual dispersal to the bars of downtown Reykjavík.

The city is so small that it was easy to keep running into each other; at one point, one of the pleasant local bars was entirely filled with typographers. This also meant that no matter where you were staying, it wasn’t more than a walk away from the conference venue. So not only did Harpa provide excellent spaces for talking and mingling, but the city itself contributed to this lively interpersonal dynamic. Reykjavík is a very cozy capital.

For a flavor of the event, check out write-ups by Roger Black on his blog (“We are all one culture, here on Œŧħ. We’ve just taken different glyphs”) and by Dan Reynolds on ilovetypography (“Font editors & a book steal the show”), and scan the photos from various attendees on Flickr. (I’d be happy to hear of other reports that I’ve missed.) And take a look at the impressionistic, kaleidoscopic videos put together by a group of young Icelandic filmmakers who were roaming the conference, cameras in hand.

[Photos, top to bottom: the exterior of Harpa, with pool in front; the interior of Harpa, looking out; the bar before Saturday’s gala dinner; Thomas Phinney and Dawn Shaikh, at the pub; Mark Barratt and Dave Crossland, suitably out of focus, at another pub; Nick Sherman’s sartorial splendor (what, no hoodie?); and one of the images from the Typographer’s Guide to Iceland.]