Unique aspects of the Open Textbook Planner

Please keep in mind these key differences if your Editoria instance is enabled with the Open Textbook Planner Workflow:

• An Open Textbook Planner exists to develop a consistent structure for your book before you start the authoring process. This plan must be laid out by the assigned Production Editor after the book is created by a Global Production Editor.

• There is no Upload stage in the workflow. The workflow starts on File prep where content is authored or copy-pasted into the component’s document after the book is planned, instead of uploading Word documents.

• In the Editor, heading levels go up to Heading level 6, and pedagogical elements such as openers, closers, worked examples and references sections can be applied.

• Users cannot define left and right page layout per component, because these are automatically applied from the template chosen when previewing.

• Users cannot set custom running headers (there is no Book Settings) because these are auto-generated by the template chosen when previewing.

• Only Admins can preview templates from the navigation bar in the Book Dash or Book Builder, however any user can preview their book in a templateby choosing Export Book from the Book Builder and selecting Preview. There are currently 5 PDF templates to choose from; in the future PDF templates will be extended to include more size and style variations. Note the different page sizes for each template:

  • Aphrodite (US trade: 6 in × 9 in)

  • Apollo (A4: 8.27 in × 11.69 in)

  • Demeter (Crown Quattro: 7.44 in × 9.68 in)

  • Gaia (US letter: 8.5 in × 11 in)

  • Zeus (Executive: 7 in × 10 in).

• You cannot make CSS changes to a template while previewing the export of your book unless you have an Admin or Global Production Editor role.