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PDF Guidelines

We have prepared these guidelines to help you produce reliable and portable PDF documents. The key points to consider are:
  • before you make your PDF ensure that your paper's layout adheres to these essential requirements
  • make sure that all your document fonts, including any of the base 14 and 35, are embedded in your PDF (they can be subsetted)
  • make sure that the images and graphics are clear and easy to read

These guidelines are split into three main sections: PDF Basics, Making your PDF and Checking your PDF which discuss specific issues in more detail.

We welcome author feedback on improving these guidelines so please send your suggestions to jpcs@iop.org, thank you.

Distiller joboptions file

Authors who have access to Acrobat Distiller can download the Journal of Physics: Conference Series Distiller joboptions file which should be used for making your PDF.

PDF basics

PDF portability, why is it so important?
Font embedding
Font subsetting
The base 14 and 35 fonts

Making your PDF

LaTeX2e, dvips and GhostScript
PDFLaTeX
Microsoft Word

Checking your PDF

Checking font embedding with pdffonts
Checking font embedding with Acrobat

PDF portability, why is it so important?

Your article's PDF file will be downloaded by researchers across the globe, and subsequently displayed and printed on many different computer platforms and systems so it is important that your paper is reproduced correctly each time it is viewed or printed. Your PDF file will also be used by reviewers during peer review, by IOP Publishing during the publication process and possibly by print production companies to make hard copies of the proceedings. To achieve all this your PDF file must be as portable as possible.
 
Although the PDF format is designed and able to produce files that are completely portable and independent of the computer used to display them, achieving this portability depends on one main factor: fonts. True portability means that you create a totally self-contained PDF, i.e. it contains the all font data needed to display and print your paper. This requirement is called font embedding.

Font embedding

JPCS requirement: embed all your fonts, including the so-called base 14 fonts. However, embedding fonts can be prevented by font license restrictions in which case you will need to use another font.

The topic of font embedding in PDFs is a universal problem widely discussed on the internet, a Google search on this topic will yield tens of thousands of tips, tutorials and newsgroup discussions on specific solutions to this problem. Here we will try to summarise some of the main points to consider and provide links where possible to sites that discuss particular topics in detail.

How to check font embedding.

Font subsetting

JPCS requirement: fonts in your PDF can be subsetted or complete, it does not matter as long as they are embedded. Font subsetting means that the PDF does not reference all the characters from the fonts used in your original document (Word, LaTeX etc) but only those characters ("glyphs") actually required to display or print your PDF. The key requirement is that the subset fonts are embedded.

The base 14 and 35 fonts

JPCS requirement: if your document uses any of the base 14 or base 35 fonts (e.g., Times-Roman) you must embed those fonts in your PDF file. Not embedding these fonts is generally acceptable for everyday use of many documents but for maximum portability we recommend that all fonts, including any of the base 14 or base 35, should be embedded in your article's PDF file.

Base 14 fonts
(PostScript names)
Additions to base 14 fonts to make base 35 fonts (PostScript names)
Courier
Courier-Bold
Courier-BoldOblique
Courier-Oblique
Helvetica
Helvetica-Bold
Helvetica-BoldOblique
Helvetica-Oblique
Symbol
Times-Bold
Times-BoldItalic
Times-Italic
Times-Roman
ZapfDingbats
AvantGarde-Book
AvantGarde-BookOblique
AvantGarde-Demi
AvantGarde-DemiOblique
Bookman-Demi
Bookman-DemiItalic
Bookman-Light
Bookman-LightItalic
Helvetica-Narrow
Helvetica-Narrow-Bold
Helvetica-Narrow-BoldOblique
Helvetica-Narrow-Oblique
NewCenturySchlbk-Bold
NewCenturySchlbk-BoldItalic
NewCenturySchlbk-Italic
NewCenturySchlbk-Roman
Palatino-Bold
Palatino-BoldItalic
Palatino-Italic
Palatino-Roman
ZapfChancery-MediumItalic

We have written a small PostScript test file which you can use to create a PDF and test whether your distiller setup (Acrobat, GhostScript etc) is able to embed any or all the base 35 fonts.

Making a PDF

In addition to Adobe Acrobat, there are many free and commercial software products that can generate PDF files including GhostScript (free), CutePDF Writer (free + commercial), JAWS pdfcreator (commercial) and many others. Unfortunately we can't cover generating PDFs from all these applications but we will discuss some of the most common methods and suggest two ways to check font embedding.

Authors who are experienced in making reliable PDFs with Adobe Distiller may want to skip the following sections and simply download the JPCS Distiller joboptions file.

Graphics and image quality

"Quality" is difficult to define but you should think about the reader of your PDF: are my graphics and images easy to read?  This is especially important if your PDF has been produced with high levels of image compression because some compression processes (e.g., JPEG) can cause graphics to become low resolution, blocky/jagged or otherwise very difficult to read.

LaTeX2e, dvips and GhostScript

There is a wealth of information on the internet discussing how to make good PDFs from LaTeX. We won't repeat the excellent advice which is available in the UK TeX FAQ (for example, see Making Acrobat PDF documents from (La)TeX ). Here we will merely summarise some of the key points.
  1. Use "good" fonts: the first step is to make sure that your LaTeX distribution uses the newer Type 1 versions of the LaTeX  fonts rather than the older METAFONT system which generates Type 3 (bitmap) font data. You can find out more about this in this UK TeX FAQ article. Type 3 fonts have some disadvantages:
  • when viewed on screen the text may appear jagged or blurry, an effect which depends on the user's PDF-viewing software and how it is configured. With Type 1 fonts anyone reading your paper, either on screen or printed, is more likely to see crisp clear text.
  • you risk that the text of the article's PDF file is no longer searchable which means that some search engines may not be able to access and index the content of your paper. This could greatly reduce the number of people who are able to find your paper through web searches
  1. Generate "good" PostScript: The following command lines are suggested
latex myA4paper
dvips -Ppdf -G0 -ta4 myA4paper

  1. Turn the PostScript file from step 2 into a PDF: in addition to Adobe's Distiller, there are a number of free tools capable of turning PostScript to PDF, especially the GhostScript suite and related tools, including the command-line ps2pdf or one of the graphcal interfaces to GhostScript such as Ghostview/GV, (*nix), GSView (Windows) or MacGSView (Macintosh).
  • Using Acrobat Distiller: download and install the JPCS Distiller settings. These are configured to fail the distillation if a font cannot be embedded.
  • Using ps2pdf: the following command line is recommended.
ps2pdf -dMaxSubsetPct=100 -dCompatibilityLevel=1.4 -dSubsetFonts=true -dEmbedAllFonts=true -sPAPERSIZE=a4 myA4paper.ps
Using GSView (or similar) you should
  • open and view the PostScript file
  • select the Media menu option choose A4 or Letter as appropriate to your paper size
  • select the File --> Convert menu option, you should be presented with the following dialog box
GSView's convert Dialog box, fill it in as shown
  • Fill in the various values as shown above, making sure all your document's pages are included (click All Pages) and then click Properties, you should see the following dialog box
GSView's Properties dialog box
Make sure that the various Properties are set as follows:

PDFSETTINGS: /prespess
CompatibilityLevel 1.4
EmbedAllFonts true
SubsetFonts true
MaxSubsetPct 100


Click OK and save your document. Now check the font embedding in your PDF.

PDFLaTeX

PDFLaTeX needs to be configured to include the base 14 fonts in the PDFs it generates.You can check your current configuration by generating a PDF from PDFLaTeX and using pdffonts. Configuration of PDFLaTeX requires editing a configuration file (often updmap.cfg) to force it to embed the base 14 fonts. The parameter to look for is called pdftexDownloadBase14. By default this parameter may be set to false, it needs to be set to true:

pdftexDownloadBase14 true

The precise details may depend on your particular installation so you should consult local documentation.

Once you have made your PDF check the font embedding.

Microsoft Word

There are numerous ways to create PDFs from Microsoft Word depending on which version of Word you are using. However, for a number of technical reasons, including the ability to process EPS files we do not recommend the use of the older Adobe Acrobat PDFWriter printer driver to produce PDF files directly out of Microsoft Office applications.

If you have Microsoft Word 2007 you can use the Microsoft Office Add-in: Microsoft Save as PDF which is a free download from Microsoft's web site.

If you are using an earlier version of Word (before Word 2007) with access to the full Adobe Acrobat product you should have the Acrobat PDFMaker Word add-in, which is installed into Word during the Adobe Acrobat setup. On a PC, PDFMaker adds a new menu to Word from where you can configure PDFMaker. In particular you should make sure that it is configured to produce suitable PDFs by choosing the appropriate settings for Distiller. You can download and use the JPCS Distiller settings to create your PDF.

If you do not have Adobe's Acrobat Distiller there are other solutions such as:
  • GhostWord which is a free interface for the GhostScript package and enables you to create PDF documents from Microsoft Word and other Office applications
  • print to a PostScript file and manually use GhostScript to create a PDF from the PostScript file. To create the PostScript file you need to install a PostScript printer driver, you can download one from Adobe's web site but make sure that you download the right one for the version of the operating system you are using
Once you have made a PDF check the font embedding.

Checking PDF font embedding

As discussed above, the single most important requirement is to check the font embedding of your PDF file. Here we will mention two methods for checking font embedding:

Checking font embedding with pdffonts 

pdffonts runs on many operating systems and is part of the free Xpdf distribution. If permitted by local software policies you should obtain the latest version of pdffonts by downloading and installing the latest version of Xpdf. To get a listing of the font embedding for a particular PDF file you need to run the pdffonts utility. For example:

pdffonts myarticle.pdf

and you will see output similar to the following. You are looking for a yes in the emb column for every font.

name
type
emb
sub
uni
object
ID
BJPDOO+TimesNewRomanPSMT TrueType yes yes no 83 0
BJPEAA+TimesNewRomanPS-BoldMT TrueType yes yes no 84 0
BJPEAB+SimSun CID TrueType yes yes yes 89 0
BJPEDC+TimesNewRomanPS-ItalicMT TrueType yes yes no 45 0
BJPEDE+TimesNewRomanPS-BoldItalicMT TrueType yes yes no 44 0
BJPEDF+SymbolMT CID TrueType yes yes yes 43 0
BJPEEG+Arial-BoldMT TrueType yes yes no 51 0
BJPEFK+Arial-ItalicMT TrueType yes yes no 47 0
BJPEFI+ArialMT TrueType yes yes no 48 0
BJPEJK+CourierNewPS-BoldMT TrueType yes yes no 49 0
BJPDNO+TimesNewRomanPSMT CID TrueType yes yes yes 61 0
BJPHLI+FZSTK--GBK1-0 CID TrueType yes yes yes 67 0
Times-Roman Type 1C yes no no 323 0
Times-Bold Type 1C yes no no 330 0
Times-Italic Type 1C yes no no 182 0
MTMI Type 1C yes no yes 183 0
MTSY Type 1C yes no yes 184 0
Helvetica Type 1C yes no no 185 0
Helvetica-Bold Type 1C yes no no 186 0
MTEX Type 1C yes no no 187 0
[none] Type 3 yes no no 266 0
[none] Type 3 yes no no 9 0
[none] Type 3 yes no no 299 0
[none] Type 3 yes no no 344 0
[none] Type 3 yes no no 371 0
[none] Type 3 yes no no 409 0
[none] Type 3 yes no no 432 0
[none] Type 3 yes no no 448 0
[none] Type 3 yes no no 521 0

There are several column headings and full details are in the pdffonts documentation. Of the column headings the ones of interest are:

name: the font name, as recorded in  the  PDF  file. You may see strange prefixes to the font name such as the prefix "BJPDOO+" attached to TimesNewRomanPSMT in the above table. These prefixes are created by Distiller to produce unique names for subsetted fonts.

type:  the type of font (see the pdffonts documentation for full details).

emb: "yes" indicates that the font is embedded in the PDF file.

sub:
"yes" indicates the font is a subset

Checking font embedding with Acrobat

  • Checking font embedding with Acrobat is not quite as straightforward as it might be. After checking your local software policies, one simple solution is to download and install the free PDFlib FontReporter Acrobat (full product) plug-in which provides detailed font reports, including if fonts are embedded or not. This plug-in runs on Windows and Mac OSX. If you are unable to use PDFLib FontReporter, and local software policies allow, we recommend that you use pdffonts to test the font embedding in your PDF file because it is very easy to use and gives clear direct results.
  • If you have access to a professional version of Acrobat (version 6 or later) you can use the built-in preflighting tools to perform more thorough tests of font embedding.
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