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author | Rafael Garcia-Suarez <rgarciasuarez@gmail.com> | 2006-06-01 14:50:50 +0000 |
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committer | Rafael Garcia-Suarez <rgarciasuarez@gmail.com> | 2006-06-01 14:50:50 +0000 |
commit | aadaa45530a169c37ceb95c3ed76644ccbd2a644 (patch) | |
tree | f1262b24f96f199b7ade533ded29c80a10ea3f3f /pod/perlunitut.pod | |
parent | 1a959400560e3bbe1b60592fa513f3356e654efa (diff) | |
download | perl-aadaa45530a169c37ceb95c3ed76644ccbd2a644.tar.gz |
Add the perlunitut manpage, by Juerd Waalboer
p4raw-id: //depot/perl@28345
Diffstat (limited to 'pod/perlunitut.pod')
-rw-r--r-- | pod/perlunitut.pod | 425 |
1 files changed, 425 insertions, 0 deletions
diff --git a/pod/perlunitut.pod b/pod/perlunitut.pod new file mode 100644 index 0000000000..ae8d0b1566 --- /dev/null +++ b/pod/perlunitut.pod @@ -0,0 +1,425 @@ +=head1 NAME + +perlunitut - Perl Unicode Tutorial + +=head1 DESCRIPTION + +The days of just flinging strings around are over. It's well established that +modern programs need to be capable of communicating funny accented letters, and +things like euro symbols. This means that programmers need new habits. It's +easy to program Unicode capable software, but it does require discipline to do +it right. + +There's a lot to know about character sets, and text encodings. It's probably +best to spend a full day learning all this, but the basics can be learned in +minutes. + +These are not the very basics, though. It is assumed that you already +know the difference between bytes and characters, and realise (and accept!) +that there are many different character sets and encodings, and that your +program has to be explicit about them. Recommended reading is "The Absolute +Minimum Every Software Developer Absolutely, Positively Must Know About Unicode +and Character Sets (No Excuses!)" by Joel Spolsky, at +L<http://joelonsoftware.com/articles/Unicode.html>. + +This tutorial speaks in rather absolute terms, and provides only a limited view +of the wealth of character string related features that Perl has to offer. For +most projects, this information will probably suffice. + +=head2 Definitions + +It's important to set a few things straight first. This is the most important +part of this tutorial. This view may conflict with other information that you +may have found on the web, but that's mostly because many sources are wrong. + +You may have to re-read this entire section a few times... + +=head3 Unicode + +B<Unicode> is a character set with room for lots of characters. The ordinal +value of a character is called a B<code point>. + +There are many, many code points, but computers work with bytes, and a byte can +have only 256 values. Unicode has many more characters, so you need a method +to make these accessible. + +Unicode is encoded using several competing encodings, of which UTF-8 is the +most used. In a Unicode encoding, multiple subsequent bytes can be used to +store a single code point, or simply: character. + +=head3 UTF-8 + +B<UTF-8> is a Unicode encoding. Many people think that Unicode and UTF-8 are +the same thing, but they're not. There are more Unicode encodings, but much of +the world has standardized on UTF-8. + +UTF-8 treats the first 128 codepoints, 0..127, the same as ASCII. They take +only one byte per character. All other characters are encoded as two or more +(up to six) bytes using a complex scheme. Fortunately, Perl handles this for +us, so we don't have to worry about this. + +=head3 Text strings (character strings) + +B<Text strings>, or B<character strings> are made of characters. Bytes are +irrelevant here, and so are encodings. Each character is just that: the +character. + +On a text string, you would do things like: + + $text =~ s/foo/bar/; + if ($string =~ /^\d+$/) { ... } + $text = ucfirst $text; + my $character_count = length $text; + +The value of a character (C<ord>, C<chr>) is the corresponding Unicode code +point. + +=head3 Binary strings (byte strings) + +B<Binary strings>, or B<byte strings> are made of bytes. Here, you don't have +characters, just bytes. All communication with the outside world (anything +outside of your current Perl process) is done in binary. + +On a binary string, you would do things like: + + my (@length_content) = unpack "(V/a)*", $binary; + $binary =~ s/\x00\x0F/\xFF\xF0/; # for the brave :) + print {$fh} $binary; + my $byte_count = length $binary; + +=head3 Encoding + +B<Encoding> (as a verb) is the conversion from I<text> to I<binary>. To encode, +you have to supply the target encoding, for example C<iso-8859-1> or C<UTF-8>. +Some encodings, like the C<iso-8859> ("latin") range, do not support the full +Unicode standard; characters that can't be represented are lost in the +conversion. + +=head3 Decoding + +B<Decoding> is the conversion from I<binary> to I<text>. To decode, you have to +know what encoding was used during the encoding phase. And most of all, it must +be something decodable. It doesn't make much sense to decode a PNG image into a +text string. + +=head3 Internal format + +Perl has an B<internal format>, an encoding that it uses to encode text strings +so it can store them in memory. All text strings are in this internal format. +In fact, text strings are never in any other format! + +You shouldn't worry about what this format is, because conversion is +automatically done when you decode or encode. + +=head2 Your new toolkit + +Add to your standard heading the following line: + + use Encode qw(encode decode); + +Or, if you're lazy, just: + + use Encode; + +=head2 I/O flow (the actual 5 minute tutorial) + +The typical input/output flow of a program is: + + 1. Receive and decode + 2. Process + 3. Encode and output + +If your input is binary, and is supposed to remain binary, you shouldn't decode +it to a text string, of course. But in all other cases, you should decode it. + +Decoding can't happen reliably if you don't know how the data was encoded. If +you get to choose, it's a good idea to standardize on UTF-8. + + my $foo = decode('UTF-8', get 'http://example.com/'); + my $bar = decode('ISO-8859-1', readline STDIN); + my $xyzzy = decode('Windows-1251', $cgi->param('foo')); + +Processing happens as you knew before. The only difference is that you're now +using characters instead of bytes. That's very useful if you use things like +C<substr>, or C<length>. + +It's important to realize that there are no bytes in a text string. Of course, +Perl has its internal encoding to store the string in memory, but ignore that. +If you have to do anything with the number of bytes, it's probably best to move +that part to step 3, just after you've encoded the string. Then you know +exactly how many bytes it will be in the destination string. + +The syntax for encoding text strings to binary strings is as simple as decoding: + + $body = encode('UTF-8', $body); + +If you needed to know the length of the string in bytes, now's the perfect time +for that. Because C<$body> is now a byte string, C<length> will report the +number of bytes, instead of the number of characters. The number of +characters is no longer known, because characters only exist in text strings. + + my $byte_count = length $body; + +And if the protocol you're using supports a way of letting the recipient know +which character encoding you used, please help the receiving end by using that +feature! For example, E-mail and HTTP support MIME headers, so you can use the +C<Content-Type> header. They can also have C<Content-Length> to indicate the +number of I<bytes>, which is always a good idea to supply if the number is +known. + + "Content-Type: text/plain; charset=UTF-8", + "Content-Length: $byte_count" + +=head2 Q and A + +=head3 This isn't really a Unicode tutorial, is it? + +No, Perl has an abstracted interface for all supported character encodings, so +this is actually a generic C<Encode> tutorial. But many people think that +Unicode is special and magical, and I didn't want to disappoint them, so I +decided to call this document a Unicode tutorial. + +=head3 What about binary data, like images? + +Well, apart from a bare C<binmode $fh>, you shouldn't treat them specially. +(The binmode is needed because otherwise Perl may convert line endings on Win32 +systems.) + +Be careful, though, to never combine text strings with binary strings. If you +need text in a binary stream, encode your text strings first using the +appropriate encoding, then join them with binary strings. See also: "What if I +don't encode?". + +=head3 What about the UTF-8 flag? + +Please, unless you're hacking the internals, or debugging weirdness, don't +think about the UTF-8 flag at all. That means that you very probably shouldn't +use C<is_utf8>, C<_utf8_on> or C<_utf8_off> at all. + +Perl's internal format happens to be UTF-8. Unfortunately, Perl can't keep a +secret, so everyone knows about this. That is the source of much confusion. +It's better to pretend that the internal format is some unknown encoding, +and that you always have to encode and decode explicitly. + +=head3 When should I decode or encode? + +Whenever you're communicating with anything that is external to your perl +process, like a database, a text file, a socket, or another program. Even if +the thing you're communicating with is also written in Perl. + +=head3 What if I don't decode? + +Whenever your encoded, binary string is used together with a text string, Perl +will assume that your binary string was encoded with ISO-8859-1, also known as +latin-1. If it wasn't latin-1, then your data is unpleasantly converted. For +example, if it was UTF-8, the individual bytes of multibyte characters are seen +as separate characters, and then again converted to UTF-8. Such double encoding +can be compared to double HTML encoding (C<&gt;>), or double URI encoding +(C<%253E>). + +This silent implicit decoding is known as "upgrading". That may sound +positive, but it's best to avoid it. + +=head3 What if I don't encode? + +Your text string will be sent using the bytes in Perl's internal format. In +some cases, Perl will warn you that you're doing something wrong, with a +friendly warning: + + Wide character in print at example.pl line 2. + +Because the internal format is often UTF-8, these bugs are hard to spot, +because UTF-8 is usually the encoding you wanted! But don't be lazy, and don't +use the fact that Perl's internal format is UTF-8 to your advantage. Encode +explicitly to avoid weird bugs, and to show to maintenance programmers that you +thought this through. + +=head3 Is there a way to automatically decode or encode? + +If all data that comes from a certain handle is encoded in exactly the same +way, you can tell the PerlIO system to automatically decode everything, with +the C<encoding> layer. If you do this, you can't accidentally forget to decode +or encode anymore, on things that use the layered handle. + +You can provide this layer when C<open>ing the file: + + open my $fh, '>:encoding(UTF-8)', $filename; # auto encoding on write + open my $fh, '<:encoding(UTF-8)', $filename; # auto decoding on read + +Or if you already have an open filehandle: + + binmode $fh, ':encoding(UTF-8)'; + +Some database drivers for DBI can also automatically encode and decode, but +that is typically limited to the UTF-8 encoding, because they cheat. + +=head3 Cheat?! Tell me, how can I cheat? + +Well, because Perl's internal format is UTF-8, you can just skip the encoding +or decoding step, and manipulate the UTF-8 flag directly. + +Instead of C<:encoding(UTF-8)>, you can simply use C<:utf8>. This is widely +accepted as good behavior. + +Instead of C<decode> and C<encode>, you could use C<_utf8_on> and C<_utf8_off>. +But this is, contrary to C<:utf8>, considered bad style. + +There are some shortcuts for oneliners; see C<-C> in L<perlrun>. + +=head3 What if I don't know which encoding was used? + +Do whatever you can to find out, and if you have to: guess. (Don't forget to +document your guess with a comment.) + +You could open the document in a web browser, and change the character set or +character encoding until you can visually confirm that all characters look the +way they should. + +There is no way to reliably detect the encoding automatically, so if people +keep sending you data without charset indication, you may have to educate them. + +=head3 Can I use Unicode in my Perl sources? + +Yes, you can! If your sources are UTF-8 encoded, you can indicate that with the +C<use utf8> pragma. + + use utf8; + +This doesn't do anything to your input, or to your output. It only influences +the way your sources are read. You can use Unicode in string literals, in +identifiers (but they still have to be "word characters" according to C<\w>), +and even in custom delimiters. + +=head3 Data::Dumper doesn't restore the UTF-8 flag; is it broken? + +No, Data::Dumper's Unicode abilities are as they should be. There have been +some complaints that it should restore the UTF-8 flag when the data is read +again with C<eval>. However, you should really not look at the flag, and +nothing indicates that Data::Dumper should break this rule. + +Here's what happens: when Perl reads in a string literal, it sticks to 8 bit +encoding as long as it can. (But perhaps originally it was internally encoded +as UTF-8, when you dumped it.) When it has to give that up because other +characters are added to the text string, it silently upgrades the string to +UTF-8. + +If you properly encode your strings for output, none of this is of your +concern, and you can just C<eval> dumped data as always. + +=head3 How can I determine if a string is a text string or a binary string? + +You can't. Some use the UTF-8 flag for this, but that's misuse, and makes well +behaved modules like Data::Dumper look bad. The flag is useless for this +purpose, because it's off when an 8 bit encoding (by default ISO-8859-1) is +used to store the string. + +This is something you, the programmer, has to keep track of; sorry. You could +consider adopting a kind of "Hungarian notation" to help with this. + +=head3 How do I convert from encoding FOO to encoding BAR? + +By first converting the FOO-encoded byte string to a text string, and then the +text string to a BAR-encoded byte string: + + my $text_string = decode('FOO', $foo_string); + my $bar_string = encode('BAR', $text_string); + +or by skipping the text string part, and going directly from one binary +encoding to the other: + + use Encode qw(from_to); + from_to($string, 'FOO', 'BAR'); # changes contents of $string + +or by letting automatic decoding and encoding do all the work: + + open my $foofh, '<:encoding(FOO)', 'example.foo.txt'; + open my $barfh, '>:encoding(BAR)', 'example.bar.txt'; + print { $barfh } $_ while <$foofh>; + +=head3 What about the C<use bytes> pragma? + +Don't use it. It makes no sense to deal with bytes in a text string, and it +makes no sense to deal with characters in a byte string. Do the proper +conversions (by decoding/encoding), and things will work out well: you get +character counts for decoded data, and byte counts for encoded data. + +C<use bytes> is usually a failed attempt to do something useful. Just forget +about it. + +=head3 What are C<decode_utf8> and C<encode_utf8>? + +These are alternate syntaxes for C<decode('utf8', ...)> and C<encode('utf8', +...)>. + +=head3 What's the difference between C<UTF-8> and C<utf8>? + +C<UTF-8> is the official standard. C<utf8> is Perl's way of being liberal in +what it accepts. If you have to communicate with things that aren't so liberal, +you may want to consider using C<UTF-8>. If you have to communicate with things +that are too liberal, you may have to use C<utf8>. The full explanation is in +L<Encode>. + +C<UTF-8> is internally known as C<utf-8-strict>. This tutorial uses UTF-8 +consistently, even where utf8 is actually used internally, because the +distinction can be hard to make, and is mostly irrelevant. + +Okay, if you insist: the "internal format" is utf8, not UTF-8. (When it's not +some other encoding.) + +=head3 I lost track; what encoding is the internal format really? + +It's good that you lost track, because you shouldn't depend on the internal +format being any specific encoding. But since you asked: by default, the +internal format is either ISO-8859-1 (latin-1), or utf8, depending on the +history of the string. + +Perl knows how it stored the string internally, and will use that knowledge +when you C<encode>. In other words: don't try to find out what the internal +encoding for a certain string is, but instead just encode it into the encoding +that you want. + +=head3 What character encodings does Perl support? + +To find out which character encodings your Perl supports, run: + + perl -MEncode -le "print for Encode->encodings(':all')" + +=head3 Which version of perl should I use? + +Well, if you can, upgrade to the most recent, but certainly C<5.8.1> or newer. +This tutorial is based on the status quo as of C<5.8.7>. + +You should also check your modules, and upgrade them if necessary. For example, +HTML::Entities requires version >= 1.32 to function correctly, even though the +changelog is silent about this. + +=head1 SUMMARY + +Decode everything you receive, encode everything you send out. (If it's text +data.) + +=head1 ACKNOWLEDGEMENTS + +Thanks to Johan Vromans from Squirrel Consultancy. His UTF-8 rants during the +Amsterdam Perl Mongers meetings got me interested and determined to find out +how to use character encodings in Perl in ways that don't break easily. + +Thanks to Gerard Goossen from TTY. His presentation "UTF-8 in the wild" (Dutch +Perl Workshop 2006) inspired me to publish my thoughts and write this tutorial. + +Thanks to the people who asked about this kind of stuff in several Perl IRC +channels, and have constantly reminded me that a simpler explanation was +needed. + +Thanks to the people who reviewed this document for me, before it went public. +They are: Benjamin Smith, Jan-Pieter Cornet, Johan Vromans, Lukas Mai, Nathan +Gray. + +=head1 AUTHOR + +Juerd Waalboer <juerd@cpan.org> + +=head1 SEE ALSO + +L<perlunicode>, L<perluniintro>, L<Encode> + |