星期三, 一月 09, 2013

LaTeX/Special Characters



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In this chapter we will tackles everything related to input encoding, typesetting diacritics and special characters.
In the following document, we will refer to special characters for all symbols other than A-Za-z0-9 and english punctuation marks.
This chapter is tightly linked with the font encoding issue. You should have a look at Fonts on the topic.
Some languages usually need a dedicated input system to ease document writing. This is the case of Arab, Chinese, Japanese, Korean and others. This specific matter will be tackled in Internationalization.
The rules for producing characters with diacritical marks, such as accents, differ somewhat depending whether you are in text mode, math mode, or the tabbing environment.

Contents

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[edit]Input encoding

[edit]A technical matter

Most of the modern computer systems allow you to input letters of national alphabets directly from the keyboard. If you tried to input these special characters in your LaTeX source file and compiled it, you may have noticed that they do not get printed at all.
A LaTeX source document is a plain text file. A computer stores data in a binary format, that is a sequence of bits (0 and 1). To display a plain text file, we need a code which tells which sequence of bits corresponds to which sequence of characters. This association is called input encodingcharacter encoding, or more informally charset.
For historical reasons, there are many different input encodings. There is an attempt to unify all the encoding with a specification that contains all existent symbols that are known from human history. This specification is Unicode. It only defines code points, which is a number for a symbol, but not the way symbols are reprensented in binary value. For that, unicode encodings are in charge. There is also several unicode encodings available, UTF-8 being one of them.
The ASCII encoding is an encoding which defines 128 characters on 7 bits. Its widespread use has lead the vast majority of encodings to have backward compatibility with ASCII, by defining the first 128 characters the same way. The other characters are added using more bits (8 or more).
This is actually a big issue, since if you do not use the right encoding to display a file, it will show weird characters. What most programs try to do is guess statistically the encoding by analyzing the frequent sequences of bits. Sadly, it is not 100% safe. Some text editors may not bother guessing the encoding and will just use the OS default encoding. You should consider that other people might not be able to display directly your input files on their computer, because the default encoding for text file is different. It does not mean that the user cannot use another encoding, besides the default one, only that it has to be configured. For example, the German umlaut ä on OS/2 is encoded as 132, with Latin1 it is encoded as 228, while in Cyrillic encoding cp1251 this letter does not exist at all. Therefore you should consider encoding with care.
The following table shows the default encodings for some operating systems.
Operating systemDefault Encodings
Western LatinCyrillic
Modern Unices (*BSD, Mac OS X, GNU/Linux)utf-8utf-8
Mac (before OS X)applemacmaccyr
Unix (Old)latin1koi8-ru
Windowsansinewcp1252cp1251
DOS, OS/2cp850cp866nav
UTF-8 and Latin1 are not compatible. It means that if you try to open a Latin1-encoded file using a UTF-8 decoding, it will display odd symbols only if you used accents in it, since both encoding are ASCII superset they encode the classic letters the same way. There aren't many advantages in using Latin1 over UTF-8, which is technically superior. UTF-8 is also becoming the most widely used encoding (on the Web, in modern Unices, etc.).

[edit]Dealing with LaTeX

TeX uses ASCII by default. But 128 characters is not enough to support non-english languages. TeX has its own way to do that with commands for every diacritical marking (see Escaped codes). But if we want accents and other special characters to appear directly in the source file, we have to tell TeX that we want to use a different encoding.
There are several encodings available to LaTeX:
  • ASCII: the default. Only bare english characters are supported in the source file.
  • ISO-8859-1 (a.k.a. Latin 1): 8-bits encoding. It supports most characters for latin languages, but that's it.
  • UTF-8: a Unicode multi-byte encoding. Supports the complete Unicode specification.
  • Others...
In the following we will assume you want to use UTF-8.
There are some important steps to specify encoding.
  • Make sure your text editor decodes the file in UTF-8.
  • Make sure it save your file in UTF-8. Most text editors do not make the distinction, but some do, such as Notepad++.
  • If you are working in a terminal, make sure it is set to support UTF-8 input and output. Some old Unix terminals may not support UTF-8. PuTTY is not set to use UTF-8 by default, you have to configure it.
  • Tell LaTeX that the source file is UTF-8 encoded.
\usepackage[utf8]{inputenc}
inputenc package tells LaTeX what the text encoding format of your .tex files is.

[edit]Extending the support

The LaTeX support of UTF-8 is fairly specific: it includes only a limited range of unicode input characters. It only defines those symbols that are known to be available with the current font encoding. You might encounter a situation where using UTF-8 might result in error:
! Package inputenc Error: Unicode char \u8:ũ not set up for use with LaTeX.
This is due to the utf8 definition not necessarily having a mapping of all the character glyphs you are able to enter on your keyboard. Such characters are for example
ŷ Ŷ ũ Ũ ẽ Ẽ ĩ Ĩ
In such case, you may try need to use the utf8x option to define more character combinations. utf8x is not officially supported, but can be viable in some cases. However it might break up compatibility with some packages like csquotes.
Another possiblity is to stick with utf8 and to define the characters yourself. It is very easy indeed:
\DeclareUnicodeCharacter{'codepoint'}{'TeX sequence'}
where codepoint is the unicode codepoint of the desired character. TeX sequence is what to print when the character matching the codepoint is met. You may find codepoints on this site. Codepoints are easy to find on the web. Example:
\DeclareUnicodeCharacter{0177}{\^y}
Now inputting 'ŷ' will effectively print 'ŷ'.
With XeTeX and LuaTeX the inputenc package is no longer needed. Both engines support UTF-8 directly and allow the use of TTF and OpenType fonts to support Unicode characters. See the Fonts section for more information.

[edit]Escaped codes

In addition to direct UTF-8 input, LaTeX supports the composition of special characters. This is convenient if your keyboard lacks some desired accents and other diacritics.
The following accents may be placed on letters. Although 'o' letter is used in most of the examples, the accents may be placed on any letter. Accents may even be placed above a "missing" letter; for example, \~{} produces a tilde over a blank space.
The following commands may be used only in paragraph (default) or LR (left-right) mode.
LaTeX commandSampleDescription
\`{o}ògrave accent
\'{o}óacute accent
\^{o}ôcircumflex
\"{o}öumlaut, trema or dieresis
\H{o}őlong Hungarian umlaut (double acute)
\~{o}õtilde
\c{c}çcedilla
\k{a}ąogonek
\lłl with stroke
\={o}ōmacron accent (a bar over the letter)
\b{o}obar under the letter
\.{o}ȯdot over the letter
\d{u}dot under the letter
\r{a}åring over the letter (for å there is also the special command \aa)
\u{o}ŏbreve over the letter
\v{s}šcaron/hacek ("v") over the letter
\t{oo}o͡o"tie" (inverted u) over the two letters
To place a diacritic on top of an i or a j, its dot has to be removed. The dotless version of these letters is accomplished by typing \iand \j. For example:
  • \^\i should be used for i circumflex 'î';
  • \"\i should be used for i umlaut 'ï'.
If a document is to be written completely in a language that requires particular diacritics several times, then using the right configuration allows those characters to be written directly in the document. For example, to achieve easier coding of umlauts, the babel package can be configured as \usepackage[ngerman]{babel}. This provides the short hand "o for \"o. This is very useful if one needs to use some text accents in a label, since no backslash will be accepted otherwise.
More information regarding language configuration can be found in the Internationalization section.

[edit]Less than < and greater than >

The two symbols '<' and '>' are actually ASCII characters, but you may have noticed that they will print '¡' and '¿' respectively. This is a font encoding issue. If you want them to print their real symbol, you will have to use another font encoding such as T1, loaded with the inputenc package. See Fonts for more details on font encoding.
Alternatively, they can be printed with dedicated commands:
\textless
\textgreater

[edit]Euro  currency symbol

When writing about money these days, you need the euro sign. The textcomp package features a \texteuro command which is quite far from the official symbol. An official version of the euro symbol is provided by eurosym. Load it in the preamble (optionnaly with the officialoption):
\usepackage[official]{eurosym}
then you can insert it with the \euro{} command. Finally, if you want a euro symbol that matches with the current font style (e.g., bold, italics, etc.) you can use a different option:
\usepackage[gen]{eurosym}
again you can insert the euro symbol with \euro{}.
Alternatively you can use the marvosym package which also provides the official euro symbol.
\usepackage{marvosym}
% ...

\EUR{}
Now that you have succeeded in printing a euro sign, you may want the '€' on your keyboard to actually print the euro sign as above. There is a simple method to do that. You must make sure you are using UTF-8 encoding along with a working \euro{} or \EUR{}command.
\DeclareUnicodeCharacter{20AC}{\euro{}}
% or
\DeclareUnicodeCharacter{20AC}{\EUR{}}
Complete example:
\usepackage[utf8]{inputenc}
\usepackage{marvosym}
\DeclareUnicodeCharacter{20AC}{\EUR{}
}

[edit]Degree symbol for temperature and math

A common mistake is to use the \circ command. It will not print the correct character. Use the textcomp package instead, which provides a\textdegree command.
\usepackage{textcomp}
%...

$45\textdegree$ angle.
For temperature, you can use the same command or opt for the gensymb package and write
\usepackage{gensymb}
%...

17\degree~C
or
17\celsius
Some keyboard layouts feature the degree symbol, you can use it directly by declaring the unicode character:
\usepackage[utf8]{inputenc}
\usepackage{textcomp}
\DeclareUnicodeCharacter{00B0}{\textdegree{}
}

% ...

17°~C

[edit]Other symbols

LaTeX has lots of symbols at its disposal. The majority of them are within the mathematical domain, and later chapters will cover how to get access to them. For the more common text symbols, use the following commands:
Symbols.png
Not mentioned in above table, tilde (~) is used in LaTeX code to produce non-breakable space. To get printed tilde sign, either write\~{} or \textasciitilde{}. And a visible space  can be created with \textvisiblespace.
For some more interesting symbols, the Postscript ZipfDingbats font is available thanks to the pifont package. Add the declaration to your preamble: \usepackage{pifont}. Next, the command \ding{number}, will print the specified symbol. Here is a table of the available symbols:
ZapfDingbats symbols.

[edit]In special environments

[edit]Math mode

Several of the above and some similar accents can also be produced in math mode. The following commands may be used only in math mode.
LaTeX commandSampleDescriptionText-mode equivalence
\hat{o}\hat{o}circumflex\^
\widehat{oo}\widehat{oo}wide version of \hat over several letters
\check{o}\check{o}vee or check\v
\tilde{o}\tilde{o}tilde\~
\widetilde{oo}\widetilde{oo}wide version of \tilde over several letters
\acute{o}\acute{o}acute accent\'
\grave{o}\grave{o}grave accent\`
\dot{o}\dot{o}dot over the letter\.
\ddot{o}\ddot{o}two dots over the letter (umlaut in text-mode)\"
\breve{o}\breve{o}breve\u
\bar{o}\bar{o}macron\=
\vec{o}\vec{o}vector (arrow) over the letter
When applying accents to letters i and j, you can use \imath and \jmath to keep the dots from interfering with the accents:
LaTeX commandSampleDescriptionSample with upper dot
\hat{\imath}\hat{\imath}circumflex on letter i without upper dot\hat{i}
\vec{\jmath}\vec{\jmath}vector (arrow) on letter j without upper dot\vec{j}

[edit]Tabbing environment

Some of the accent marks used in running text have other uses in the tabbing environment. In that case they can be created with the following command:
  • \a' for an acute accent
  • \a` for a grave accent
  • \a= for a macron accent

[edit]Unicode keyboard input

Some operating systems provide a keyboard combination to input any Unicode code point, the so-called unicode compose key.
Many X applications (*BSD and GNU/Linux) support the Ctrl+Shift+u combination. A 'u' symbol should appear. Type the code point and pressenter or space to actually print the character. Example:
 20AC 
will print the euro character.
Desktop environments like GNOME and KDE may feature a customizable compose key for more memorizable sequences.
Xorg features advanced keyboard layouts with variants that let you enter a lot of characters easily with combination using the aprioriate modifier, like Alt Gr. It highly depends on the selected layout+variant, so we suggest you to play a bit with your keyboard, preceeding every key and dead key with the Alt Gr modifier.

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