ipad ereader User s Guide MAY 2014
Table of Contents General information... 1 About Professional ebook... 1 About this Guide... 1 How does the Professional ebook System work?... 1 Where can I learn more about using Professional ebook?... 2 Professional ebook Connect... 3 Accessing Professional ebook Connect... 3 Creating a Professional ebook Connect Account... 3 Steps for Creating a New Professional ebook Connect Account... 4 Next Steps Downloading the Software and Accessing Titles... 6 Downloading the Professional ebook ereader Software... 6 Where to Find Professional ebook Titles... 6 Types of Professional ebook Roles... 6 The Curator Role... 6 The User Role... 7 Single License Roles (Both Curator and User)... 7 Viewing and Managing Your Account Profile... 7 Curator Options... 8 Receiving and Activating a Subscription License Set... 8 License Management... 10 Manipulating and Navigating Grids... 15 User Options... 17 Receiving and Activating a Title License Invitation... 17 Professional ebook Connect User Options... 18 Retrieving/Changing Your Connect Account Credentials... 21 The Professional ebook ereader for ipad Devices... 23 Minimum System Requirements... 23 Downloading and Installing Professional ebook to your ipad device... 23 Accessing the Help Overlays... 23 Logging in to Professional ebook Connect... 24 The Library Panel Your List of Titles... 24 Panel Elements and Descriptions... 24 Additional Library Panel Options... 25 Viewing Professional ebook Titles... 25 Panel Navigation... 26 The Reader Panel... 26 Triggering Media and the Media Panel... 27 Annotating Content Creating Highlights, Notes, and Favorites... 27 Searching... 31 The Search Bar... 31 The Quick Search box... 32 The Search Tools... 32 Operators... 33 Search Forms... 33 Search Filtering Limiting Results to Specific Sections of the Table of Contents... 34 The Search Results List... 34 Viewing and Navigating Search Results in the Reader Panel... 35 i
Viewing your Previous Searches... 35 The Table of Contents Panel... 35 Expanding and Collapsing Table of Contents Nodes... 35 Search and the Table of Contents... 35 The Annotations Panel... 37 Adding Annotations to the Title Content... 37 Annotation Panel Elements... 37 The History Panel... 38 Common History Action Item Information... 38 Types of History Actions... 38 Filtering History Action Types... 39 The Media Panel... 40 Sharing Media Panel Content... 40 Other Media Panel Features... 40 User Content and Synchronization... 41 Getting Support... 42 Title Support... 42 Professional ebook App Support... 42 ii
General information About Professional ebook Welcome to Professional ebook the most powerful and responsive reference content delivery system available today! Professional ebook is the digital publishing technology of choice for organizations who want deliver digital versions of high-volume, information-dense reference Titles. Content owners use the Professional ebook to deliver advanced features including: Highly responsive search capabilities to get you to the information you are looking for fast. A detailed Table of Contents panel allows you to quickly scroll down into the structure of a Title, and then jump to the desired location. Personalized annotation features such as Highlights, Notes, and Favourites enable you to add your own touch to the Title content in a way supports how you want to work. Annotations can be grouped into your own collection of types, each with their own title and highlight color. Once applied, you can then search each annotation by type the more annotations you add, the richer your version of the Title will be. Professional ebook enables publishers to continuously update their titles, integrating new material directly without disturbing your annotations. An extended History allows you to check back on all your major navigation actions searches performed, links followed, multimedia content loaded and more are all listed in a continuously growing list so that you can quickly find and reload previously viewed content. A Media panel is included that allowing multimedia content to be loaded directly within the ereader, including video, audio, images, PDF files, and external websites (Internet connection required). Multiplatform support means an ereader is available or coming soon for all major platforms. Each ereader platform is connected through the Professional ebook system so that your annotations and history can be automatically synchronized between up to three devices. Best of all, Professional ebook is continuously adding new features that will allow the digital Titles to integrate seamlessly into the professional workflow providing you with the information you need, whenever and wherever you need it. About this Guide This user guide contains all of the information required to allow you to use the Professional ebook system to manage and activate Title licenses and access; download and install the Professional ebook software; and use the software to view, navigate, and search Professional ebook Titles. The Professional ebook system was created with the intention of allowing content owners to deliver a variety of Titles covering any number of topics. As such, this guide is intended to offer a general overview of the Professional ebook features that will be common to all titles housed within the system. Individual Titles will have implemented specific Professional ebook features such as the list of context fields available for the Quick Search function in a manner best suited to the content type and structure of that particular Title. Look within the Title(s) you have access to for a How To guide that describes these specific features. How does the Professional ebook System work? The Professional ebook system delivers Title content to users through an interaction between two major components a server component which manages the licensing and delivery the Pro ebook Titles; and a 1
software component that is used to login to the server, display the list of Titles available to a user, and to download and view the content of a Title. Often, your first interaction with the Professional ebook Connect system will come as a result of receiving an invitation to access a Title. This invitation will contain a link which can be used to activate a license and associate it with a user account. Following this link leads to the Professional ebook Connect website, where you can connect the Title license to your account simply by logging into the system (if you already have a Connect account) or automatically through the process of creating a new Connect account. For a more detailed walkthrough of the license activation process, see the section on Professional ebook Connect. After you have activated a license and associated it with your account, you are now ready to download the Professional ebook ereader software and view the title to which you now have access. More information on supported platforms and links to download and install the ereader software can be found at www.professionalebook.com. Once you have installed and launched the software, you will be asked to login with your Professional ebook Connect account. An option to save your login information for automatic entry is provided for each of the software platforms. After you login to the system, your library view will load, displaying all of the Titles to which you have active licenses. To view a Title, you must first download it to your device. In this manner, you will have continuous access to the Title, whether or not you currently have access to an internet connection. Once you have downloaded the title, you can launch and view its contents. For more information on the features and functionality of the ereader software, see the appropriate section for your installed version of the Professional ebook ereader. Where can I learn more about using Professional ebook? There are a number of ways to learn more about the Professional ebook App: Use the built-in Orientation Guides when the Professional ebook App is first launched, the Orientation Guides are displayed once for each panel. The Orientation Guides are context-sensitive overlays that describe the position and function of each feature for the currently active panel. Use the Orientation Guides, accessed through the ( ) icon on each panel, to quickly see an overview of the purpose of that panel and the navigation and functionality options available within the current view. Consult the Professional ebook User s Guide each installation of Professional ebook comes with a User s Guide in Professional ebook format that is specific to the device on which the App has been installed. Use the Guide to get more detailed information on the features contained within the Professional ebook system. Like all Professional ebook content, the User s Guide will be updated regularly with information on changes and improvements to the system. The Professional ebook Website s Support Section view detailed guides and videos on the use of the Professional ebook at http://www.professionalebook.com. This website also contains the latest information on newly available Professional ebook titles, tips and tricks, links to FAQs, and the feedback forms. 2
Professional ebook Connect For Titles to be available on The Professional ebook system, two components are required the server based Connect system manages access and delivers the Titles to the ereader software, which is then used to view the content of these Titles. Professional ebook Connect is a web based application that acts as the interface for account management, subscription and license distribution, and device management tools. To access Titles within the Professional ebook system you will first need to create a Professional ebook Account. Users will often first create their Professional ebook Connect account after having received an e-mail containing a link to activate a license to a product. The system is designed to allow you to create this account and activate the license simultaneously. Accessing Professional ebook Connect The Professional ebook ereader software is automatically configured to access the Professional ebook Connect system to allow you to view and download the Titles that are associated with your account and to backup and synchronize your annotations and action history referred to as User Content. The creation and management of your Professional ebook Connect user account is accomplished through the web based Dashboard. You can open the Dashboard by pointing your preferred web browser to http://dashboard.professionalebook.com. Creating a Professional ebook Connect Account Accessing any Professional ebook Titles will require you to create a Professional ebook Account. Often, you will be creating your account as the result of having received an e-mail message containing a link to activate a new license for a Title. In both cases the steps for creating your account are the same the only difference is that at the end of creating your account subsequent to following a license activation link, your account and the license will be automatically connected. 3
Steps for Creating a New Professional ebook Connect Account Step One Access the Site Access the Professional ebook Connect Dashboard at http://dashboard.professionalebook.com. Figure 1 - The Professional ebook Connect Landing Page Step Two Complete the Sign Up Form Under the Section Heading Sign up now!, complete the User Name, Password, and e- mail sections of the form. Your User Name is your unique ID within the system, and can be any alpha-numeric name you choose, but which cannot include spaces. Your Password must be at least 8 characters long, and must contain at least 1 uppercase letter, 1 lowercase letter, and 1 digit. When entering your password, you can view the text behind the mask by clicking on the symbol. Your e-mail address is used to send you information related to your account should you forget your password or user name, and to send out occasional, system related e-mail messages. Figure 2 - The Pro ebook Connect sign up form 4
Step Three Complete Your Profile Once you have selected your User Name and password, create your System Profile. Enter your Display Name, which will be shown to other users in place of your User Name. Your Display Name can include spaces. Select the Language from the list of supported languages. This language will be used for system generated communications. Select your employment Industry and enter your Job Title. Click on Continue to move to the next step. Figure 3 - Adding Your Profile Step Four Account Verification Options In certain circumstances, such as when changing a password, it will be important to be able to verify your account. Connect verifies your account by asking you to provide the answers to two questions you select. To set your verification answers for each of the two entries, select a question from each of the drop down menus and then provide and confirm the answers for these questions. Choose questions that are specific and that only you can answer. Do not include your password or the answer as part of the question. Answers are not case sensitive. They must contain at least 2 characters and can contain spaces. Once you have selected the answers to your verification questions, click on Continue to move to the final step. Figure 4 - Adding Your Account Verification Questions 5
Step Five Confirming your Account The final step in creating your account is to confirm the e-mail address you have provided. The Connect system will generate and send you an email from the connect@professionalebook.com e-mail address asking you to confirm your account. Use the link provided in the e-mail to confirm your request for an account and to validate your e-mail address. If you do not receive the confirmation email, check your email provider's spam filter. Figure 5 - The Account Confirmation E-Mail That s it! Your Professional ebook account has now been created. Next Steps Downloading the Software and Accessing Titles Once you have your account in place, you can download, install, and login to a version of the Professional ebook ereader software to view the titles to which you have access. Downloading the Professional ebook ereader Software The Professional ebook ereader software was designed to support multiple platforms. To see the available versions and for download information, go to the www.professionalebook.com website. Where to Find Professional ebook Titles Professional ebook Titles are available directly from the publishing company. CogniLore is working with Publishers, Associations, and content owners and authors to continuously add new titles to the Professional ebook system. As Titles are added to the system, we will continue to update the available list of titles at http://www.professionalebook.com. To find out if one of your favorite reference titles is available in Professional ebook format, please contact the Title publisher. Types of Professional ebook Roles Access to Titles within Professional ebook Connect is managed through the use of Roles. Certain Roles within Connect allow you to extend licenses to other users, whether or not those users currently have an account. An account is required in order to activate those licenses; however, the creation of an account and the activation of a license can take place in a single step. For users of Professional ebook Titles, two roles are most important the Curator role and the User role. The Curator Role The Professional ebook system, unlike other ebook solutions, was designed to provide support to organizations requiring access to multiple copies of a Title. In order to provide this support, the Professional ebook implemented the role of Curator. 6
The Curator role is used manage a subscription to a license set consisting of one or more licenses to a Title. Curators act as license managers, with the ability to send our license activation invitations to users, view the list of users who have been assigned or invited to activate a license, or revoke a license from one user and reassign that license to another. Curators are also able to be Users, and can invite themselves or be invited by another Curator to activate and use a license. For more information on the features and functions of the Curator Role, see the section on Curator Options. The User Role The User Role defines your access to one or more titles within the Professional ebook system. In order to view a Title, you must have an Account with an active License associated with that Title, in which case you become a User of that Title. Single License Roles (Both Curator and User) In many cases, a single individual will purchase access to a single title. Connect has been designed such that when this is true, the Curator subscription activation process will also allow the account to be assigned the License at the same time. Figure 6 - A license activation invitation with both Curator and License acceptance options This saves the step of having to first accept that license, and then to subsequently have to send yourself an invitation to the only license available within the subscription. Note If you accepted a license unintentionally: If you have accepted a single use license as the Curator that was intended for another user, follow the steps under Revoking Licenses in the Curator Options below to free up the license and the assign it to the proper User. Viewing and Managing Your Account Profile You can view and make changes to your account profile at any by access the Edit Profile screen within Connect. You can find link to the Edit Profile screen in the status block in the top left corner of site. Use the Edit Profile screen to modify a number of your Profile Figure 7 - The Edit Profile Link (found in the status block in the top right hand corner) time the hand 7
entries: Change Profile picture - Allows you to associate a profile picture with your account. Change Password Allows you to change the password for your account. Change security questions / answers Use this option to modify the account verification questions and answers you set when creating your account. Display Name Change the value of the identifier for your Display name. E-Mail Update your e-mail address. Industry Update the Industry that you work in. Job Title Modify your Job Title. Figure 8 - The Edit Profile Options Language Modify the language that will be used when system e-mails are sent to your e-mail address. Curator Options The following are the options available to the Curator through the Professional ebook Connect system. Receiving and Activating a Subscription License Set When you purchase access to a professional ebook title, a subscription to that Title is registered in the system and associated with your e-mail address. The system will then generate and send to you an e-mail that contains the details of your subscription, and a link that allows you to activate the subscription s licenses and associate them with your Connect account. If you have not created a Connect account, you can create an account and activate the licenses at the same time. The Curator Invitation e-mail Activating a Subscription License Set When you purchase access to a Professional ebook Title, the system will generate an e-mail and send it to the e-mail address that was provided at the time of purchase. The e-mails that are generated by the system are flexible, and their presentation can be very different from one Title to the next. While each e-mail may contain different instructional text, branding and images, a license agreement, and support information, they will generally contain some common information related to your subscription licenses, including the Title s name, the number of licenses within the set, and the subscription parameters. 8
Figure 9 - A sample Curator License Activation e-mail Despite these potential differences, all Curator License invitations will contain a specially link back to the Connect website. Triggering this link will open the Connect website in your browser and prompt you to login to or create your Connect account. Note If you are not the individual in your organization who is responsible for license management: for example, if you are a procurement office and another individual should be ultimately responsible for assigning licenses to user, you can forward the e-mail to that individual before clicking on the license activation link. They can then use the link to associate the license set with their account. When you click on the activation link, the Professional ebook Connect website will open and offer to connect this license set to your account. 9
Login To Activate this License Set Subscription or Create a New account Figure 10 - Accepting a License Invitation Creating this connection is as simple as logging into your Connect account. If you have not yet created a Connect account, you can sign up using the fields provided and connect the license set to your new account automatically. For more information on singing up for a Connect account, see the section entitled Creating a Professional ebook Connect Account. Note If your subscription consists of a single license, then the system will automatically offer to connect your account to this license as a User as well. See the section on Single License Roles (Both Curator and User). The Title Welcome Confirmation e-mail After you have activated the License Set, the Connect system will generate and send a Welcome e-mail to the address associated with your Connect account as a means of confirming that your account was successfully created. The content and format of a Title Welcome e-mails are populated and formatted by the Publisher of the Title, and can vary from one Title to the next. In most cases, the Welcome e-mail will contain information such as how to assign licenses, where to download software, license agreement details, and where to get support. License Management After you have accepted your license set, you are ready to begin assigning licenses to users. To begin assigning licenses, point your browser to http://dashboard.professionalebook.com, and login to your account. After logging into your account, you will be presented with the Professional ebook Connect Dashboard, which contains information and news related to the system. At the top of the screen is the Dashboard header, which contains the navigation tabs, and your profile links. 10
Figure 11 - The Professional ebook Connect Dashboard header The number and type of tabs available are associated with the roles that have been assigned to you. For example, accounts with just the User role will only see the Library tab. As a Curator, you have an additional tab the Licenses tab. Click on the Licenses tab to assign licenses to users in your organization. Viewing the Licenses and License Details in the Dashboard The Licenses panel is broken into three grids, Titles which contain a listing and details of the Titles to which you have access; Contacts which is the list of users that you have added to system and can therefore to whom you extend license invitations; and Licenses in Use, which is a list of the license invitations that you have extended and their current status. Figure 12 - The License Management Screen Grids The Titles grid is a list of the subscription licenses to titles that you have activated, and that you can manage. The grid contains a number of columns, which offer details for each of the subscriptions. 11
Figure 13 - A sample Titles grid, with 4 subscription sets These details include the Name of the Title, the Title s Expiry Date, the total number of Licenses that are within the subscription s License Set, the number of Licenses that have been Used, the Product Code for the Title, and an icon link - - to see additional details related to this subscription. Clicking on the icon link opens the additional information window, which displays information related to this subscription that does not appear in the grid, such as the permissions, the date created, and the list of Curators who have the right to manage this subscription. Creating and Managing Contacts Figure 14 - A sample Subscription Additional Information Window Before you can assign a license, you must first create a contact to whom the license invitation will be sent. Creating a contact is simple and straightforward. 12
Figure 15 - The Contact Grid - Adding a New Contact To add a user, click on the Add User ( ) button in the top right corner of the grid. This will activate the first column s edit boxes, allowing you to add the contacts First Name, Last Name, E-mail Address, and to select the Language Preference. The Language preference will impact the language of the license invitation e-mail that is sent to this user when a license is assigned to them. Click on the accept symbol ( ) to confirm the creation of the new contact, or the cancel symbol ( ). Once an contact has been created, you can edit the contact by clicking on the edit symbol ( contact by clicking on the delete symbol ( ). ) or remove the Assigning Licenses Each entry in the Title and Contact grids has a checkbox to the left ( and ) that will be used in the process of assigning a license to a contact. To send a license invitation to one or more Contacts, select the Title or Titles to which the Contact(s) should have access by checking the boxes next to that/those Titles. Then check the boxes next to the Contact(s) that should receive the license invitations. 13
Figure 16 - A Title that is about to be Assigned to Three Contacts Once the proper boxes have been checked, click on the Send Invites button ( Invitation e-mail to that Contact. ) to trigger a Title License A confirmation message will appear at the top of the Licenses panel. Figure 17 - The confirmation message. Once you have assigned a license to a Contact, the delete icon ( ) will be removed. To remove a contact, you must first remoke the license assignments for that user, after which the delete icon will reappear. 14
Viewing License Assignments To view the details of the license assignments, you must first select the license from the Titles grid for which you want to see the details. When a license is selected, the background of the row will change to a light yellow, and the Licenses in Use grid will update to show the details of the license assignments. Figure 18 - The Licenses in Use Detail View The Licenses in Use grid displays how you have assigned licenses to Titles. When a Title has been selected in the Titles grid, the heading for the Licenses in Use grid will update to show the name of the Title whose details are being displayed. A number of columns show the details of the licenses that have been assigned. The Recipient column displays the e-mail address to which a license activation invitation was sent. The User contains the Display Name of the User who activated the license and associated it with their account. The Delivered column displays the date the invitation was sent to the user, Expiration shows the date that the subscription for that license will expire, Responded contains the date that license was accepted. The Status columns indicates whether the license has been Assigned, or is still Pending, meaning the user has not yet activated the license. Resending Invitations and Revoking Licenses The last column contains that icon links that can be used to manage assigned licenses. The delete icon ( ) can be used to Revoke the invitation, whether or not it has been accepted. Revoked license invitations will then modify the number of licenses available, meaning that the license can then be reassigned to another user. The Resend Invitation ( ) is available to uses whose status is Pending. Use the Resend icon link to regenerate the License Invitation for that user. This can be useful, for example, when the incorrect e-mail was originally used you can update the e-mail entry in the Contacts grid, and then refresh the page and select the Title from the grid to repopulate the Licenses in Use grid with the updated information. You can then click on the icon to resend the invitation. Manipulating and Navigating Grids You can Sort the grid listings by clicking on the header of each column. An arrow ( ) will appear in that column header indicating that the grid is sorted by that header in either alphabetical (an up pointing arrow) or reverse alphabetical (a down pointing arrow) order. The grids will display a certain number of entries in each page. To navigate between pages, use either the numerical page listing, or the First / Last and Next /Previous page links at the bottom right of the grid. The current page and total number of pages is indicated to the bottow left of the grid. 15
Each of the grids has a Search option towards the top right corner of the grid. This feature allows you to narrow the number of rows displayed in the grid to only entries that have text which matches the contents of the search box. To narrow the scope of the grid, enter the desired text in the search box and hit enter on your keyboad. To clear the search and reveal all rows in the grid, delete the contents of the search box and hit enter. 16
User Options The following are the options available to the Curator through the Professional ebook Connect system. Receiving and Activating a Title License Invitation Accessing your Professional ebook Title begins with the receipt on an e-mail that contains a unique link used to activate a license to that Title and associate it with your Connect Account. If you do not have a Connect account at the time that your receive the Title License Activation e-mail, you can create your account and associate the Title License with your new account in a single step. The Title License Activation e-mail When you purchase access to a Professional ebook Title, or when access to a Title is assigned to you by a Subscription Curator in your organization, the system will automatically generate an e-mail and send it to your e-mail address. The Title License Activation e-mails that are generated by the system are customizable for each Title, and so their presentation can be very different from one Title to the next. While each e-mail may contain different instructional text, branding and images, a license agreement, and support information, they will all contain a unique link that is used to activate your Title license and associated it with your Connect account. Figure 19 - A Sample Title License Activation e-mail Triggering this link will open the Connect website in your browser and prompt you to login to or create your Connect account. Note If you are not the individual who should have access to this Title, for example, if you were making this purchase on behalf of another user, you can forward the e-mail to that user to that they can use the link to attach the license to their own Connect account. When you click on the activation link, the Professional ebook Connect website will open and offer to connect this license set to your account. This connection is automatically established by either logging in, or by creating a new account. For more information on creating your Professional ebook Connect account, see the section entitled Creating a Professional ebook Connect Account. 17
Login To Activate this License or Create a New account Figure 20 - Activating a New License The Welcome Confirmation e-mail After you have activated your License, the Connect system will generate and send a Welcome e-mail to the address associated with your Connect account as a means of confirming that your license was successfully created. The content and format of a Title Welcome e-mails are populated and formatted by the Publisher of the Title, and can vary from one Title to the next. In most cases, the Welcome e-mail will contain information such as how to assign licenses, where to download software, license agreement details, and where to get support. When you have successfully created this connection between the Title License and your Connect Account, you have become a User for that Title. With your Title activated and your Connect Account created, you are ready to download the Professional ebook ereader software and access your title. Professional ebook Connect User Options Viewing Your Title Licenses After creating or logging into your account, you will be presented with the Professional ebook Connect Dashboard, which contains information and news related to the system. At the top of the screen is the Dashboard header, which contains the navigation tabs, and your profile links. Figure 21 - The Professional ebook Connect Dashboard header 18
The number and types of tabs available are associated with the roles that have been assigned to you. For a User accounts with just the User role will only see the Library tab. Clicking on the Library tab will display the Library panel. This panel contains two grids the My Titles grid displays the details of the Titles you have access to and the My Devices allows you to view the Professional ebook ereader software you have activated on your Devices. The My Titles Grid The My Titles grid displays a list of the titles to which you have an active license. Figure 22 - A sample My Titles grid The grid displays the Title name, the Expiry Date for the Title subscription, the Product Code for the Title, and an icon link - - to see additional details related to this subscription license. 19
Clicking on the icon link opens the additional information window, which displays information related to this subscription license that does not appear in the grid, such as the permissions and the Curator who assigned the license. The My Devices Grid Figure 23 - Sample Subscription License Details Page The Professional ebook is designed to be a multiplatform system, allowing you to not only view the Titles to which you have access on your favorite device, but also to synchronize user created content such as Annotations and Actions History between devices so that you can always pick up where you left off. To enable this functionality, the Professional ebook Connect system allows you to register up to three devices at a time. When you login to a new device for the first time, that device will be registered in your list. Figure 24 - A Sample My Devices Grid 20
The My Devices grid lists the details of the devices that you have registered with the system. These details include a Description of the device, a unique Device ID, the Version of the ereader software that was used to register the device, the devices Status, and icon links to manage each device. If you attempt to login with a new device when three devices are already registered, the ereader software will generate a device limit reached error message. If you no longer need to access Professional ebook on a particular device, you can open a spot in your device list by either clicking on the Delete symbol ( ) or using the Edit symbol ( ) to activate the device option and change the Status entry from Active to Disabled. Retrieving/Changing Your Connect Account Credentials If you should forget your Professional ebook Connect password or username you can retrieve or change this information using the Forgot Password function. To begin the process of retrieving or changing your credentials, click the Forgot Password link that appears just under the login boxes on Professional ebook Connect home page. on the This will open the Forgot Password Login information screen. Enter your User Name and the e-mail address that you used to register with the system, then click on Next. Figure 25 - the Forgot Password link Figure 26 - Enter your User Name and E-Mail address. Note if you have forgotten your User Name you can have a list of User Names associated with your e- mail address sent to you. To do so, enter your e-mail in the box provided, and a space under the User Name entry. Click on Next to reveal a button that you can use to send the list of User Names associated with the e-mail that has been entered. The Forgot Password function will update to display the Account Verification Questions that you selected as a part of your registration process. Enter the answers to the questions that you gave when you created your Connect account. 21
Figure 27 - Sample Account Verification Questions The Forgot Password function will update to display edit boxes into which you can enter a new password. Figure 28 - Enter a New Password to complete the Forgot Password process The site will return you to the login page to login with your new credentials. The Professional ebook Connect System will generate a confirmation e-mail indicating that your password has been successfully changed. Use this password from now on to access the site. Figure 29 - The Password Change Confirmation Message 22
The Professional ebook ereader for ipad Devices Minimum System Requirements The Professional ebook ereader software was built and tested for use on Apple ipad 2 devices running ios software version 6.1 and greater. Images within this guide have been taken on an ipad device running ios version 7.1, in portrait more orientation. The Professional ebook ereader system is designed to work in either Portrait or Landscape orientation. Downloading and Installing Professional ebook to your ipad device The Professional ebook ereader is a free download available within the Apple App store. Launch the App Store App on your device and search for Professional ebook. Accessing the Help Overlays Professional ebook presents Title contents and features in the form of different panels. Each panel within the Professional ebook ereader for ipad includes a Help feature specific to that panel. Help is presented as a semitransparent graphical overlay to the panel. These Help Overlays allow will inform you on the features and options that are available on that particular panel. Help overlays contain information related to what the different buttons and icons do and mean, as well as the various navigation options. To display a Help Overlay, tap on the Help icon ( ) that appears in the top right corner of each panel. To hide a Help Overlay, tap on the icon a second time. In certain cases, multiple Help Overlays are used to explain the options for a single panel. In these cases, a message will indicate that you can swipe to display additional Help information for that panel. A sample Help Overlay for the Reader Panel is shown in Figure 1. Figure 30 - The Help Overlay guide for the Reader Panel 23
Logging in to Professional ebook Connect To view your list of Professional ebook Titles, you will require an account with the Professional ebook Connect system. After you first launch the Professional ebook App, you will be presented with a login screen such as the one in Figure 2. Enter the credentials that you used when creating your Professional ebook Connect account. If you do not recall your Connect credentials, tap on the Retrieve User Name / Password link to open the Professional ebook Connect website in the Safari Web Browser and follow the instructions on the page. If you do not have a Professional ebook Connect account, register with the system by tapping on the Sign Up link. This will open the Professional ebook Connect website in Safari. For more information on creating your account, see the section on Professional ebook Connect. You can also activate the Remember me switch if want the Professional ebook App to submit these login credentials automatically each time you launch the App. Note that if you use the Logout function from the Library panel, you will need to re-enter your login credentials with a subsequent launch of the App. The Library Panel Your List of Titles After you login to the software, you are presented with the Library panel (see Figure 3), which lists the Titles to which you have access. Each title within your collection is represented by a Title Tile, which consists of a Title image; additional information related to the Title including the Title Name and Author or Editor; and a number of icons representing the current state and options related to the Title. Panel Elements and Descriptions Title Tile Icons When a Title is first added to your collection, it displays the icons for Download ( ) and More Information ( ). Tapping on the Download icon will initiate a download and integration of that Title. Note: due to nature of the type of content often contained in Professional ebook format, certain Titles can be very large, and can take a substantial amount of time to download, particularly on older ipad devices. It is therefore strongly advised that a WiFi connection should be established for your device before starting to download a new Title. 24 Figure 31 - The Professional ebook ereader for ipad Login Screen
As well, due to the nature of the ipad devices, downloads can only take place so long as the ipad device and the Professional ebook App are active. If the ipad is turned into sleep mode, switched to another App, is turned off, or loses its Internet connection, the download will be paused. The resume a paused download, tap again on the Download icon. Tapping on the More Information icon before a Title is downloaded will display additional metadata related to that title. Tapping on the icon after it has been downloaded will display additional information contained within the book, such as notes from the editor or author, accreditations, or information related to the most current version. After a Title has been downloaded, the Download icon is replaced by the Open Title icon ( ), which is used to launch the Title and view its contents. As well, the Delete icon ( ) is added, which can be used to remove the Title content. Note that the Professional ebook system is designed for multiuser usage. If you delete a Title to which other users of your device are still subscribed, the Title will show as requiring a download, but will not have been removed from the device. Figure 32 - A Library Panel view with two Titles, one of which is actively being downloaded and installed. Additional Library Panel Options Sorting Titles Tap on the Sort by link at the top of the screen to change the sort order of the available Titles into Last Viewed, Title, or Publisher options. Refreshing the View If you have recently activated a license for a new title while the Professional ebook App has been running, tap on the Refresh Tiles icon ( ) to reload the panel and display the new addition to your Library. Logging Out To end your current Professional ebook session, or to logout the current user and login under a different Connect account, use the Logout link. Viewing Professional ebook Titles Once you have downloaded a Professional ebook title, you can launch that title to navigate, view, and search the contents. 25
A Professional ebook Title is displayed through a collection of panels, each of which is used to display different aspects of the Title. You can access each of the panels using the panel navigation bar at the bottom of the screen. You can also access most of the panels by swiping from left to right or right to left to switch to each panel in turn. The only panel to which you cannot swipe is the Media to access this panel or to switch to another panel from Media, you must use icons on the panel navigation bar. The following is a detailed overview of content contained in each of the panels, and the icon used to access that panel Panel Navigation The Panel Navigation bar is located at the bottom of the screen (see Figure 4). You can access each of these panels or actions by tapping on the icon. Figure 33 - The Panel Navigation bar Each of the icons can be used to perform the following different actions: Used to return to the Library panel to view your Title list. For more information see the section on the Library panel. Displays the Media panel. The Media panel is a container into which multimedia content can be loaded. For more information see the section on the Media panel. Displays the Title s Table of Contents. For more information see the section on the Table of Contents panel. The Reader Panel contains the primary contents of a pane. The Reader is also the primary interface used to perform searches, add annotations to the content, and launch extended content into the Media panel. For more information see the sections on the Reader panel, Searching, and Annotating Content - Highlights, Notes, and Favorites. The Annotation panel is used to view the highlights, notes, and favorites that you have added to a Title. You can create and manage your list of annotation types, which can be used to organize and differentiate your annotations for highlight color and search. For more information see the section on Annotations The History panel displays a growing list of your interactions with a title, including a history of searches performed, ToC Nodes and links followed, assets loaded into the Media panel, and more. For more information on the History panel, refer to the section on History The Previous and Next icons are used to move through Reader panel events, such as following a link. The Reader Panel The Reader Panel is the prime presentation layer for content in the Professional ebook ereader system. It is here that you view and read through the content of a Title. 26
Flow - Continuous Scrolling Professional ebook content is presented as a continuous flow in the professional ebook ipad ereader, you swipe up and down to traverse through the Title content. This content presentation allows you to always view Professional ebook content in context to the text that immediately precedes and follows the content currently displayed. As you flow through the content additional text will be dynamically loaded in the direction you are reading. The Content Navigator Scrollbar You can always determine your relative position within the content by looking at the Navigator Scrollbar to the right of the Reader Panel. For more details on your current location, tap on the Navigator Cursor to view a structural view on your current location. To rapidly navigate through the Title s Table of Contents structure, tap, hold, and slide the Navigator Cursor up and down. Search In Professional ebook for ipad, the search tools are found at the top of the screen. For detailed information on using search to find content in Professional ebooks, see the section on Searching. HTML Content and Following Links The Reader panel uses HTML 5 to display the Title content, in the same manner as your favorite web browser. Like your browser, different sections of a title can be linked together. Tap on a link to jump to the linked location in the content. Like the HTML in a web browser, link styling is very flexible and different publishers will create different looking links, and links with different functionality. After you ve triggered a link, you can return to the previous location using the Previous / Next arrows located within the Navigation bar. Triggering Media and the Media Panel There are two ways to trigger the Media Panel. The first is to access the Media Panel button at the bottom of the screen. The second is when you tap on an object that has been linked to the Media panel, referred to as an asset. Types of assets include images, video, audio, PDF files, Office Documents, and even complete websites. Note that some links are to assets that are not contained within the Title, which will require an active Internet connection. More information can be found in the section on the Media panel. Annotating Content Creating Highlights, Notes, and Favorites The Professional ebook ereader for ipad has powerful features that allow you to add your own personalization to the Title content. These features are collectively referred to as Annotations. The Annotation features allow you highlight text, add notes, and identify favorite locations within the content. Annotation Types Each Highlight and Note created is associated with a specific Annotation Type. Annotation Types allow you to organize your Highlights and Notes, apply custom colors to the Highlights, and then narrow down your Annotation searches to these specific types. These features can make Annotation Types a powerful way to adapt the content of a Title to your own purposes. For example, a lawyer making use of a legal Title may 27
create different types for each case; and accountant different types for each client; or a doctor different types for each patient. The Default Annotation Type The first Annotation Type in a Title is created for you by default and named Default Annotation Type. You can experiment with the application, view, and searching of annotations using this type, and then go on to create your own. You can rename the Default Annotation Type using the Annotation Type Manager view of the Annotations panel. Creating a New Annotation Type There are two methods of creating Annotation Types. The first is to create the Annotation Type at the same time as when you are adding an Annotation to the content. The second is through the Annotation Types view in the Annotations panel. More information regarding the options available in the Annotation panel can be found in the associated section. Adding a Highlight and Note Annotation using the Reader panel To create a new annotation type, tap and hold on a word in the text, and a set of context options will appear. You can extend the selection using the pins which appear at the perimeter of your selection the text selected will be the text that will be highlighted as your new Annotation. Figure 34 - The Add Annotation Context Options Select Add Annotation from among the context options provided to open the New Annotation dialog. Figure 35 - The New Annotation Dialog To select the Annotation Type, tap on the text of the currently selected Annotation Type to view a list of the available types. To add a new Type, tap on the ( sign. ) icon next to 28
Enter the name of your new Annotation type. You can change the annotation highlight color by tapping on the Color Picker and then selecting or defining a new annotation highlight color. Tap on Save to finish creating your new Annotation Type. You will be returned to the New Annotation dialog. Figure 36 - The New Annotation Type Dialog Within the New Annotation dialog, you will see your new Annotation Type displayed under the Selected Annotation Type heading. Add an optional note within the edit box provided. Figure 37 - Adding a Note to an Annotation Figure 38 - An applied Annotation with the icon indicate the presence of a Note Keep in mind that the text that you have highlighted, along with the text of your Note, will both be added to the search index for that Annotation Type, allowing you to use the annotation search functionality to find it in the future. Tap on the Save button to apply your new Annotation Favorites Favorites are similar to Highlights and Notes, with the exception that they contain no additional information, and therefore contain no text that can be searched on. Your collection of favorites is used to denote sections of the Title to which you return often. 29
Adding a Favorite is similar to adding an annotation. Use the long press or tap and hold gesture to display the list of context options, and select Add Favorite to display the Add Favorite dialog. Figure 39 - The context options menu The Add Favorite Dialog contains information related to your new Favorite. The Name of the Favorite is automatically populated with the nearest heading that containing your new favorite. This is an editable field that you can change to a more appropriate selection. The location of your new Favorite is its position related to the Table of Contents structure of the Title. The Preview shows a scrollable sample view of the content of the text to which the favorite will be attached. Click on Save to set the position of your new Favorite. In the column to the left of the paragraph you will now see a star ( ) indicating that a Favorite has been applied at that location. Figure 40 - A Sample Add Favorite Dialog Figure 41 - A paragraph with a Favorite attached Searching Annotations You can search for Annotations by their associated Annotation. See the section on Searching for more details. Viewing and Managing Annotations To view an annotation, tap on the highlighted text or note icon to activate the Annotations panel with that Annotation selected. Refer to the Annotations panel section for more information. 30