T&F PDF Specifications

The specifications described here should be used to create all article PDF files other than scanned PDF files and initial tagging PDF files.

PDF metadata

We expect all Online PDFs to be tagged with the basic metadata listed below. The metadata should be derived from the article XML and added to the document properties description tab. Metadata tagging is only required for final online PDF (not required for proof stages).

Table 1. PDF metadata - Default values
Property Value derived from article XML
Title: <article-title>.<article-subtitle>
Author: <contrib-group>*
Subject: <journal-title>, <pub-date date-type="control">year.** doi:<article-id pub-id-type="doi">
Keywords: <kwd-group>*

* List Authors in <given-names> <surname> order separated by semi-colon

** Use the Year only from the control date

*** Multiple keywords should be separated by semi-colon

PDF metadata - Example screen shot

Additional XMP metadata

In addition to the basic metadata requirements we also require each online PDF to include the following additional metadata based on the Dublin Core and PRISM metadata standards:

Table 2. Dublin Core

Namespace declaration xmlns:dc="http://purl.org/dc/elements/1.1/"

Property Value derived from article XML
dc:format application/pdf
dc:identifier <article-id pub-id-type="doi">
dc:title <article-title>.<article-subtitle>
dc:creator <contrib-group>
dc:publisher <publisher-name>
dc:description <journal-title>, <pub-date date-type="control">year.* doi:<article-id pub-id-type="doi">
dc:subject <kwd-group>
dc:language @xml:lang
* Use the Year only within the control date
Table 3. The Publishing Requirements for Industry Standard Metadata (PRISM)

Namespace declaration xmlns:prism="http://prismstandard.org/namespaces/basic/2.0/"

Property Value derived from article XML
prism:aggregationType Journal*
prism:publicationName <journal-title>
prism:copyright <copyright-statement>
prism:issn <issn pub-type="ppub">
prism:eIssn <issn pub-type="epub">
prism:volume <volume>
prism:number <issue>
prism:issueName <issue-title>
prism:startingPage <fpage>
prism:endingPage <lpage>
prism:doi <article-id pub-id-type="doi">
prism:url http://dx.doi.org/<article-id pub-id-type="doi">
* Use the word "Journal" to populate this element

Document Properties

Document Properties>Description>Reading Options>Language

The PDF language should be set based on the main xml:lang attribute of the article XML file. Acrobat includes 34 pre-set language selections. If you need to specify a language that is not on the list, you must use the ISO 639 code for the language, not its name.

Fast Web View

All PDFs (from first proofs onwards) should have Fast Web View enabled.

In-article hyperlinks

Where present, the following internal hyperlinks should be embedded in the online PDF. The default colour for hyperlinks should be set to blue ( R0 G0 B50) unless otherwise instructed. The document layout and zoom properties should remain constant when navigating between links (eg. Following a link should not zoom in on the target). Hyperlinks should be included from First proof PDF onwards and then throughout subsequent stages.

Hyperlink in text Destination type Destination location
Affiliation markers Internal PDF link Affiliation in PDF
Reference citation* Internal PDF link Reference in list
Table reference Internal PDF link Table
Figure reference Internal PDF link Figure
Footnote reference** Internal PDF link Footnote
Section reference Internal PDF link Section start
URL’s within text External link URL
DOI’s within text External link http://dx.doi.org/<pub-id>

* Journals that follow the MLA reference style shouldn't include reference citation hyperlinks.

** Not required for table footnotes

Document properties: Initial View

The followings settings for Initial View should be applied to all online PDFs unless otherwise instructed.

Table 4. Initial View Settings - Default values
Navigation tab Bookmarks Panel and Page
Page layout Single Page Continuous
Magnification Fit Width
Show Document Title
Open to page First page of document

Initial View Settings - Example screen shot

PDF Job Options

The following Job Options settings should be used depending on the type of file being requested.

Table 5. Job Options for Proof & Second Proof (Revises) PDF
Compatibility PDF 1.4
Greyscale & colour image resolution 150 ppi*
Downsampling method Bicubic
JPEG Quality High
Bitmap image resolution 600 ppi*
Marks and bleeds Off
Output colour profile Convert to Adobe RGB (1998)
Fonts Subset below 100%
Watermark "Proof Only" on all pages (watermark in background)
Marginal Line Numbers Required (ensure they line up with text)
Table 6. Job Options for Online PDF
Compatibility Acrobat 4 (PDF 1.3)
Greyscale & colour image resolution 150 ppi*
Downsampling method Bicubic
JPEG Quality High
Bitmap image resolution 600 ppi*
Marks and bleeds Off
Output colour profile Convert to Adobe RGB (1998)
Fonts Subset below 100%

* If a custom arrangement for online image/figure resolution has been made then this instruction can be ignored

Table 7. Job Options for Print PDF
Compatibility Acrobat 4 (PDF 1.3)
Greyscale & colour image resolution 300 ppi
Downsampling method Bicubic
JPEG Quality Maximum
Bitmap image resolution 1200 ppi
Marks and bleeds On
Output colour profile ISO coated v2
Fonts Subset below 100%

Bookmark Tagging

Each section with a level 1, 2 or 3 heading plus all abstract, notes, acknowledgements and reference sections must be bookmarked within the online PDF in the order in which they appear. All bookmarks must be nested correctly (eg. Level 2 bookmarks nested within level 1 etc).

Bookmark Type Text to Display or XML element
Abstract Abstract
Level 1 Section (repeatable) <sec disp-level="1"><title>
Level 2 Section (repeatable + nested within level 1) <sec disp-level="2"><title>
Level 3 Section (repeatable + nested within level 2) <sec disp-level="3"><title>
Notes <notes><title>
References <ref-list><title>
Acknowledgments <ack><title>
Appendix <app>

Bookmarks - Example screen shot

AMO Watermarking

All Accepted Manuscript PDFs should be watermarked using the following Acrobat configurations:

  • Text: "Accepted Manuscript"
  • Font: Ariel
  • Colour: Grey (R192 G192 B 192, Hue: 160, Sat: 0, Lum: 181)
  • 45 degree angle
  • 100% opacity (no transparency)
  • 80% scale relative to target page
  • Appear behind page

AMO Watermark settings - Example screen shot