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authorRafael Garcia-Suarez <rgarciasuarez@gmail.com>2006-06-01 14:50:50 +0000
committerRafael Garcia-Suarez <rgarciasuarez@gmail.com>2006-06-01 14:50:50 +0000
commitaadaa45530a169c37ceb95c3ed76644ccbd2a644 (patch)
treef1262b24f96f199b7ade533ded29c80a10ea3f3f /pod/perlunitut.pod
parent1a959400560e3bbe1b60592fa513f3356e654efa (diff)
downloadperl-aadaa45530a169c37ceb95c3ed76644ccbd2a644.tar.gz
Add the perlunitut manpage, by Juerd Waalboer
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+=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<&amp;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>
+