Hypertext marks in LATEX: a manual for hyperref

Sebastian Rahtz (deceased)
Heiko Oberdiek (inactive)
The LATEX3 Project (https://github.com/latex3/hyperref/issues)

January 2020

Contents

1 Introduction
2 Implicit behavior
3 Package options
 3.1 General options
 3.2 Options for destination names
 3.3 Configuration options
 3.4 Backend drivers
 3.5 Extension options
 3.6 PDF-specific display options
 3.7 PDF display and information options
 3.8 Option pdfinfo
 3.9 Big alphabetical list
4 Additional user macros
 4.1 Bookmark macros
  4.1.1 Setting bookmarks
  4.1.2 Replacement macros
 4.2 Utility macros
5 New Features
 5.1 Option ‘pdflinkmargin’
 5.2 Field option ‘calculatesortkey’
 5.3 Option ‘localanchorname’
 5.4 Option ‘customdriver’
 5.5 Option ‘psdextra’
 5.6 \XeTeXLinkBox
 5.7 \IfHyperBooleanExists and \IfHyperBoolean
 5.8 \unichar
 5.9 \ifpdfstringunicode
 5.10 Customizing index style file with \nohyperpage
 5.11 Experimental option ‘ocgcolorlinks’
 5.12 Option ‘pdfa’
 5.13 Option ‘linktoc’ added
 5.14 Option ‘pdfnewwindow’ changed
 5.15 Flag options for PDF forms
 5.16 Option ‘pdfversion’
 5.17 Field option ‘name’
 5.18 Option ‘pdfencoding’
 5.19 Color options/package hycolor
 5.20 Option pdfusetitle
 5.21 Starred form of \autoref
 5.22 Link border style
 5.23 Option bookmarksdepth
 5.24 Option pdfescapeform
 5.25 Default driver setting
 5.26 Backref entries
 5.27 \phantomsection
6 Acrobat-specific behavior
7 PDF and HTML forms
 7.1 Forms environment parameters
 7.2 Forms optional parameters
8 Defining a new driver
9 Special support for other packages
 9.1 Package Compatibility
  9.1.1 algorithm
  9.1.2 amsmath
  9.1.3 amsrefs
  9.1.4 arydshln, longtable
  9.1.5 babel/magyar.ldf
  9.1.6 babel/spanish.ldf
  9.1.7 bibentry
  9.1.8 bigfoot
  9.1.9 chappg
  9.1.10 cite
  9.1.11 count1to
  9.1.12 dblaccnt
  9.1.13 easyeqn
  9.1.14 ellipsis
  9.1.15 float
  9.1.16 endnotes
  9.1.17 foiltex
  9.1.18 footnote
  9.1.19 geometry
  9.1.20 IEEEtran.cls
  9.1.21 index
  9.1.22 lastpage
  9.1.23 linguex
  9.1.24 ltabptch
  9.1.25 mathenv
  9.1.26 minitoc-hyper
  9.1.27 multind
  9.1.28 natbib
  9.1.29 nomencl
  9.1.30 parskip
  9.1.31 prettyref
  9.1.32 ntheorem
  9.1.33 setspace
  9.1.34 sidecap
  9.1.35 subfigure
  9.1.36 titleref
  9.1.37 tabularx
  9.1.38 titlesec
  9.1.39 ucs/utf8x.def
  9.1.40 varioref
  9.1.41 verse
  9.1.42 vietnam
  9.1.43 XeTeX
10 Limitations
 10.1 Wrapped/broken link support
 10.2 Links across pages
 10.3 Footnotes
11 Hints
 11.1 Spaces in option values
 11.2 Index with makeindex
 11.3 Warning "bookmark level for unknown <foobar> defaults to 0"
 11.4 Link anchors in figures
 11.5 Additional unicode characters in bookmarks and pdf information entries:
 11.6 Footnotes
 11.7 Subordinate counters
12 History and acknowledgments
13 GNU Free Documentation License
 13.1 Applicability and definitions
 13.2 Verbatim copying
 13.3 Copying in quantity
 13.4 Modifications
 13.5 Combining documents
 13.6 Collections of documents
 13.7 Aggregation with independent works
 13.8 Translation
 13.9 Termination
 13.10 Future revisions of this license

1 Introduction

The package derives from, and builds on, the work of the HyperTEX project, described at http://xxx.lanl.gov/hypertex/1 . It extends the functionality of all the LATEX cross-referencing commands (including the table of contents, bibliographies etc) to produce \special commands which a driver can turn into hypertext links; it also provides new commands to allow the user to write ad hoc hypertext links, including those to external documents and URLs.

The package is currently maintained at https://github.com/latex3/hyperref/ and issues should be reported there.

This manual provides a brief overview of the hyperref package. For more details, you should read the additional documentation distributed with the package, as well as the complete documentation by processing hyperref.dtx. You should also read the chapter on hyperref in The LATEX Web Companion, where you will find additional examples.

The HyperTEX specification2 says that conformant viewers/translators must recognize the following set of \special constructs:

href:
html:<a href = "href_string">
name:
html:<a name = "name_string">
end:
html:</a>
image:
html:<img src = "href_string">
base_name:
html:<base href = "href_string">

The href, name and end commands are used to do the basic hypertext operations of establishing links between sections of documents. The image command is intended (as with current HTML viewers) to place an image of arbitrary graphical format on the page in the current location. The base_name command is be used to communicate to the DVI viewer the full (URL) location of the current document so that files specified by relative URLs may be retrieved correctly.

The href and name commands must be paired with an end command later in the TEX file—the TEX commands between the two ends of a pair form an anchor in the document. In the case of an href command, the anchor is to be highlighted in the DVI viewer, and when clicked on will cause the scene to shift to the destination specified by href_string. The anchor associated with a name command represents a possible location to which other hypertext links may refer, either as local references (of the form href="#name_string" with the name_string identical to the one in the name command) or as part of a URL (of the form URL#name_string). Here href_string is a valid URL or local identifier, while name_string could be any string at all: the only caveat is that ‘"’ characters should be escaped with a backslash (\), and if it looks like a URL name it may cause problems.

However, the drivers intended to produce only PDF use literal PostScript or PDF \special commands. The commands are defined in configuration files for different drivers, selected by package options; at present, the following drivers are supported:

hypertex
DVI processors conforming to the HyperTEX guidelines (i.e. xdvi, dvips (with the -z option), OzTEX, and Textures)
dvips
produces \special commands tailored for dvips
dvipsone
produces \special commands tailored for dvipsone
ps2pdf
a special case of output suitable for processing by earlier versions of Ghostscript’s PDF writer; this is basically the same as that for dvips, but a few variations remained before version 5.21
tex4ht
produces \special commands for use with TEX4ht
pdftex
pdfTEX, Hàn Thê´ Thành’s TEX variant that writes PDF directly
luatex
luaTEX, Unicode TEX variant that writes PDF directly
dvipdfm
produces \special commands for Mark Wicks’ DVI to PDF driver dvipdfm
dvipdfmx
produces \special commands for driver dvipdfmx, a successor of dvipdfm
dviwindo
produces \special commands that Y&Y’s Windows previewer interprets as hypertext jumps within the previewer
vtex
produces \special commands that MicroPress’ HTML and PDF-producing TEX variants interpret as hypertext jumps within the previewer
textures
produces \special commands that Textures interprets as hypertext jumps within the previewer
xetex
produces \special commands for XeTEX

Output from dvips or dvipsone must be processed using Acrobat Distiller to obtain a PDF file.3 The result is generally preferable to that produced by using the hypertex driver, and then processing with dvips -z, but the DVI file is not portable. The main advantage of using the HyperTEX \special commands is that you can also use the document in hypertext DVI viewers, such as xdvi.

driverfallback
If a driver is not given and cannot be autodetected, then use the driver option, given as value to this option driverfallback. Example:

driverfallback=dvipdfm

Autodetected drivers (pdftex, xetex, vtex, vtexpdfmark) are recognized from within TEX and therefore cannot be given as value to option driverfallback. However a DVI driver program is run after the TEX run is finished. Thus it cannot be detected at TEX macro level. Then package hyperref uses the driver, given by driverfallback. If the driver is already specified or can be autodetected, then option driverfallback is ignored.

2 Implicit behavior

This package can be used with more or less any normal LATEX document by specifying in the document preamble

\usepackage{hyperref}

Make sure it comes last of your loaded packages, to give it a fighting chance of not being over-written, since its job is to redefine many LATEX commands. Hopefully you will find that all cross-references work correctly as hypertext. For example, \section commands will produce a bookmark and a link, whereas \section* commands will only show links when paired with a corresponding \addcontentsline command.

In addition, the hyperindex option (see below) attempts to make items in the index by hyperlinked back to the text, and the option backref inserts extra ‘back’ links into the bibliography for each entry. Other options control the appearance of links, and give extra control over PDF output. For example, colorlinks, as its name well implies, colors the links instead of using boxes; this is the option used in this document.

3 Package options

All user-configurable aspects of hyperref are set using a single ‘key=value’ scheme (using the keyval package) with the key Hyp. The options can be set either in the optional argument to the \usepackage command, or using the \hypersetup macro. When the package is loaded, a file hyperref.cfg is read if it can be found, and this is a convenient place to set options on a site-wide basis.

Note however that some options (for example unicode) can only be used as packge options, and not in \hypersetup as the option settings are processed as the package is read.

As an example, the behavior of a particular file could be controlled by:

As seen in the previous example, information entries (pdftitle, pdfauthor, …) should be set after the package is loaded. Otherwise LATEX expands the values of these options prematurely. Also LATEX strips spaces in options. Especially option ‘pdfborder’ requires some care. Curly braces protect the value, if given as package option. They are not necessary in \hypersetup.

\usepackage[pdfborder={0 0 0}]{hyperref}  
\hypersetup{pdfborder=0 0 0}

Package ‘kvoptions-patch’ patches LATEX to make it aware of key value options and to prevent premature value expansions.

Some options can be given at any time, but many are restricted: before \begin{document}, only in \usepackage[...]{hyperref}, before first use, etc.

In the key descriptions that follow, many options do not need a value, as they default to the value true if used. These are the ones classed as ‘boolean’. The values true and false can always be specified, however.

3.1 General options

Firstly, the options to specify general behavior and page size.

draft boolean false all hypertext options are turned off
final boolean true all hypertext options are turned on
debug boolean false extra diagnostic messages are printed in
the log file
verbose boolean false same as debug
implicit boolean true redefines LATEX internals
setpagesize boolean true sets page size by special driver commands

3.2 Options for destination names

Destinations names (also anchor, target or link names) are internal names that identify a position on a page in the document. They are used in link targets for inner document links or the bookmarks, for example.

Usually anchor are set, if \refstepcounter is called. Thus there is a counter name and value. Both are used to construct the destination name. By default the counter value follows the counter name separated by a dot. Example for the fourth chapter:

chapter.4

This scheme is used by:

\autoref
displays the description label for the reference depending on the counter name.
\hyperpage
is used by the index to get page links. Page anchor setting (pageanchor) must not be turned off.

It is very important that the destination names are unique, because two destinations must not share the same name. The counter value \the<counter> is not always unique for the counter. For example, table and figures can be numbered inside the chapter without having the chapter number in their number. Therefore hyperref has introduced \theH<counter> that allows a unique counter value without messing up with the appearance of the counter number. For example, the number of the second table in the third chapter might be printed as 2, the result of \thetable. But the destination name table.2.4 is unique because it has used \theHtable that gives 2.4 in this case.

Often the user do not need to set \theH<counter>. Defaults for standard cases (chapter, …) are provided. And after hyperref is loaded, new counters with parent counters also define \theH<counter> automatically, if \newcounter, \@addtoreset or \numberwithin of package amsmath are used.

Usually problems with duplicate destination names can be solved by an appropriate definition of \theH<counter>. If option hypertexnames is disabled, then a unique artificial number is used instead of the counter value. In case of page anchors the absolute page anchor is used. With option plainpages the page anchors use the arabic form. In both latter cases \hyperpage for index links is affected and might not work properly.

If an unnumbered entity gets an anchor (starred forms of chapters, sections, …) or \phantomsection is used, then the dummy counter name section* and an artificial unique number is used.

If the final PDF file is going to be merged with another file, than the destination names might clash, because both documents might contain chapter.1 or page.1. Also hyperref sets anchor with name Doc-Start at the begin of the document. This can be resolved by redefining \HyperDestNameFilter. Package hyperref calls this macro each time, it uses a destination name. The macro must be expandable and expects the destination name as only argument. As example, the macro is redefined to add a prefix to all destination names:

\renewcommand*{\HyperDestNameFilter}[1]{\jobname-#1}

In document docA the destination name chapter.2 becomes docA-chapter.2.

Destination names can also be used from the outside in URIs(, if the driver has not removed or changed them), for example:

http://somewhere/path/file.pdf#nameddest=chapter.4

However using a number seems unhappy. If another chapter is added before, the number changes. But it is very difficult to pass a new name for the destination to the anchor setting process that is usually deep hidden in the internals. The first name of \label after the anchor setting seems a good approximation:

  \section{Introduction}  
  \label{intro}

Option destlabel checks for each \label, if there is a new destination name active and replaces the destination name by the label name. Because the destination name is already in use because of the anchor setting, the new name is recorded in the .aux file and used in the subsequent LATEX run. The renaming is done by a redefinition of \HyperDestNameFilter. That leaves the old destination names intact (e.g., they are needed for \autoref). This redefinition is also available as \HyperDestLabelReplace, thus that an own redefinition can use it. The following example also adds a prefix for all destination names:

\renewcommand*{\HyperDestNameFilter}[1]{%  
  \jobname-\HyperDestLabelReplace{#1}%  
}

The other case that only files prefixed that do not have a corresponding \label is more complicate, because \HyperDestLabelReplace needs the unmodified destination name as argument. This is solved by an expandable string test (\pdfstrcmp of pdfTEX or \strcmp of XƎTEX, package pdftexcmds also supports LuaTEX):

\usepackage{pdftexcmds}  
\makeatletter  
\renewcommand*{\HyperDestNameFilter}[1]{%  
  \ifcase\pdf@strcmp{#1}{\HyperDestLabelReplace{#1}} %  
    \jobname-#1%  
  \else  
    \HyperDestLabelReplace{#1}%  
  \fi  
}  
\makeatother

With option destlabel destinations can also named manually, if the destination is not yet renamed:

\HyperDestRename{destination}{newname}

Hint: Anchors can also be named and set by \hypertarget.

destlabel boolean false destinations are named by first \label
after anchor creation
hypertexnames boolean true use guessable names for links
naturalnames boolean false use LATEX-computed names for links
plainpages boolean false Forces page anchors to be named by the Arabic form
of the page number, rather than the formatted form.

3.3 Configuration options

raiselinks boolean true

In the hypertex driver, the height of links is normally calculated by the driver as simply the base line of contained text; this options forces \special commands to reflect the real height of the link (which could contain a graphic)

breaklinks boolean false

Allows link text to break across lines; since this cannot be accommodated in PDF, it is only set true by default if the pdftex driver is used. This makes links on multiple lines into different PDF links to the same target.

pageanchor boolean true

Determines whether every page is given an implicit anchor at the top left corner. If this is turned off, \printindex will not contain valid hyperlinks.

nesting boolean false

Allows links to be nested; no drivers currently support this.

Note for option breaklinks: The correct value is automatically set according to the driver features. It can be overwritten for drivers that do not support broken links. However, at any case, the link area will be wrong and displaced.

3.4 Backend drivers

If no driver is specified, the package tries to find a driver in the following order:

  1. Autodetection, some TEX processors can be detected at TEX macro level (pdfTEX, XeTEX, VTEX).
  2. Option driverfallback. If this option is set, its value is taken as driver option.
  3. Macro \Hy@defaultdriver. The macro takes a driver file name (without file extension).
  4. Package default is hypertex.

Many distributions are using a driver file hypertex.cfg that define \Hy@defaultdriver with hdvips. This is recommended because driver dvips provides much more features than hypertex for PDF generation.

driverfallback

Its value is used as driver option

if the driver is not given or autodetected.

dvipdfm

Sets up hyperref for use with the dvipdfm driver.

dvipdfmx

Sets up hyperref for use with the dvipdfmx driver.

dvips

Sets up hyperref for use with the dvips driver.

dvipsone

Sets up hyperref for use with the dvipsone driver.

dviwindo

Sets up hyperref for use with the dviwindo Windows previewer.

hypertex

Sets up hyperref for use with the HyperTEX-compliant drivers.

latex2html

Redefines a few macros for compatibility with latex2html.

nativepdf

An alias for dvips

pdfmark

An alias for dvips

pdftex

Sets up hyperref for use with the pdftex program.

ps2pdf

Redefines a few macros for compatibility with Ghostscript’s PDF writer, otherwise identical to dvips.

tex4ht

For use with TEX4ht

textures

For use with Textures

vtex

For use with MicroPress’ VTeX; the PDF and HTML backends are detected automatically.

vtexpdfmark

For use with VTeX’s PostScript backend.

xetex

For use with XeTEX (using backend for dvipdfm).

If you use dviwindo, you may need to redefine the macro \wwwbrowser (the default is C:\netscape\netscape) to tell dviwindo what program to launch. Thus, users of Internet Explorer might add something like this to hyperref.cfg:

\renewcommand{\wwwbrowser}{C:\string\Program\space  
  Files\string\Plus!\string\Microsoft\space  
  Internet\string\iexplore.exe}

3.5 Extension options

extension text

Set the file extension (e.g. dvi) which will be appended to file links created if you use the xr package.

hyperfigures boolean

backref text false

Adds ‘backlink’ text to the end of each item in the bibliography, as a list of section numbers. This can only work properly if there is a blank line after each \bibitem. Supported values are section, slide, page, none, or false. If no value is given, section is taken as default.

pagebackref boolean false

Adds ‘backlink’ text to the end of each item in the bibliography, as a list of page numbers.

hyperindex boolean true

Makes the page numbers of index entries into hyperlinks. Relays on unique page anchors (pageanchor, …) pageanchors and plainpages=false.

hyperfootnotes boolean true

Makes the footnote marks into hyperlinks to the footnote text. Easily broken …

encap

Sets encap character for hyperindex

linktoc text section

make text (section), page number (page), both (all) or nothing (none) be link on TOC, LOF and LOT

linktocpage boolean false

make page number, not text, be link on TOC, LOF and LOT

breaklinks boolean false

allow links to break over lines by making links over multiple lines into PDF links to the same target

colorlinks boolean false

Colors the text of links and anchors. The colors chosen depend on the the type of link. At present the only types of link distinguished are citations, page references, URLs, local file references, and other links. Unlike colored boxes, the colored text remains when printing.

linkcolor color red

Color for normal internal links.

anchorcolor color black

Color for anchor text. Ignored by most drivers.

citecolor color green

Color for bibliographical citations in text.

filecolor color cyan

Color for URLs which open local files.

menucolor color red

Color for Acrobat menu items.

runcolor color filecolor

Color for run links (launch annotations).

urlcolor color magenta

Color for linked URLs.

allcolors color

Set all color options (without border and field options).

frenchlinks boolean false

Use small caps instead of color for links.

hidelinks

Hide links (removing color and border).

Note that all color names must be defined before use, following the normal system of the standard LATEX color package.

3.6 PDF-specific display options

bookmarks boolean true

A set of Acrobat bookmarks are written, in a manner similar to the table of contents, requiring two passes of LATEX. Some postprocessing of the bookmark file (file extension .out) may be needed to translate LATEX codes, since bookmarks must be written in PDFEncoding. To aid this process, the .out file is not rewritten by LATEX if it is edited to contain a line \let\WriteBookmarks\relax

bookmarksopen boolean false

If Acrobat bookmarks are requested, show them with all the subtrees expanded.

bookmarksopenlevel parameter

level (\maxdimen) to which bookmarks are open

bookmarksnumbered boolean false

If Acrobat bookmarks are requested, include section numbers.

bookmarkstype text toc

to specify which ‘toc’ file to mimic

CJKbookmarks boolean false

This option should be used to produce CJK bookmarks. Package hyperref supports both normal and preprocessed mode of the CJK package; during the creation of bookmarks, it simply replaces CJK’s macros with special versions which expand to the corresponding character codes. Note that without the ‘unicode’ option of hyperref you get PDF files which actually violate the PDF specification because non-Unicode character codes are used – some PDF readers localized for CJK languages (most notably Acroread itself) support this. Also note that option ‘CJKbookmarks’ cannot be used together with option ‘unicode’.

No mechanism is provided to translate non-Unicode bookmarks to Unicode; for portable PDF documents only Unicode encoding should be used.

pdfhighlight name /I

How link buttons behave when selected; /I is for inverse (the default); the other possibilities are /N (no effect), /O (outline), and /P (inset highlighting).

citebordercolor RGB color 0 1 0

The color of the box around citations

filebordercolor RGB color 0 .5 .5

The color of the box around links to files

linkbordercolor RGB color 1 0 0

The color of the box around normal links

menubordercolor RGB color 1 0 0

The color of the box around Acrobat menu links

urlbordercolor RGB color 0 1 1

The color of the box around links to URLs

runbordercolor RGB color 0 .7 .7

Color of border around ‘run’ links

allbordercolors

Set all border color options

pdfborder 0 0 1

The style of box around links; defaults to a box with lines of 1pt thickness, but the colorlinks option resets it to produce no border.

Note that the color of link borders can be specified only as 3 numbers in the range 0..1, giving an RGB color. You cannot use colors defined in TEX. Since version 6.76a this is no longer true. Especially with the help of package xcolor the usual color specifications of package (x)color can be used. For further information see description of package hycolor.

The bookmark commands are stored in a file called jobname.out. The files is not processed by LATEX so any markup is passed through. You can postprocess this file as needed; as an aid for this, the .out file is not overwritten on the next TEX run if it is edited to contain the line

\let\WriteBookmarks\relax

3.7 PDF display and information options

baseurl

URL

Sets the base URL of the PDF document

pdfpagemode

name

empty

Determines how the file is opening in Acrobat; the possibilities are UseNone, UseThumbs (show thumbnails), UseOutlines (show bookmarks), FullScreen, UseOC (PDF 1.5), and UseAttachments (PDF 1.6). If no mode if explicitly chosen, but the bookmarks option is set, UseOutlines is used.

pdftitle

text

Sets the document information Title field

pdfauthor

text

Sets the document information Author field

pdfsubject

text

Sets the document information Subject field

pdfcreator

text

Sets the document information Creator field

addtopdfproducer

text

Adds additional text to the document information Producer field

pdfkeywords

text

Sets the document information Keywords field

pdftrapped

name

empty

Sets the document information Trapped entry. Possible values are True, False and Unknown. An empty value means, the entry is not set.

pdfinfo

key value list

empty

Alternative interface for setting the document information.

pdfview

name

XYZ

Sets the default PDF ‘view’ for each link

pdfstartpage

integer

1

Determines on which page the PDF file is opened.

pdfstartview

name

Fit

Set the startup page view

pdfremotestartview

name

Fit

Set the startup page view of remote PDF files

pdfpagescrop

n n n n

Sets the default PDF crop box for pages. This should be a set of four numbers

pdfcenterwindow

boolean

false

position the document window in the center of the screen

pdfdirection

name

empty

direction setting. Possible values: L2R (left to right) and R2L (right to left)

pdfdisplaydoctitle

boolean

false

display document title instead of file name in title bar

pdfduplex

name

empty

paper handling option for print dialog. Possible vatues are: Simplex (print single-sided), DuplexFlipShortEdge (duplex and flip on the short edge of the sheet), DuplexFlipLongEdge (duplex and flip on the long edge of the sheet)

pdffitwindow

boolean

false

resize document window to fit document size

pdflang

name

relax

PDF language identifier (RFC 3066)

pdfmenubar

boolean

true

make PDF viewer’s menu bar visible

pdfnewwindow

boolean

false

make links that open another PDF file start a new window

pdfnonfullscreenpagemode

name

empty

page mode setting on exiting full-screen mode. Possible values are UseNone, UseOutlines, UseThumbs, and UseOC

pdfnumcopies

integer

empty

number of printed copies

pdfpagelayout

name

empty

set layout of PDF pages. Possible values: SinglePage, OneColumn, TwoColumnLeft, TwoColumnRight, TwoPageLeft, and TwoPageRight

pdfpagelabels

boolean

true

set PDF page labels

pdfpagetransition

name

empty

set PDF page transition style. Possible values are Split, Blinds, Box, Wipe, Dissolve, Glitter, R, Fly, Push, Cover, Uncover, Fade. The default according to the PDF Reference is R, which simply replaces the old page with the new one.

pdfpicktraybypdfsize

boolean

false

specify whether PDF page size is used to select input paper tray in print dialog

pdfprintarea

name

empty

set /PrintArea of viewer preferences. Possible values are MediaBox, CropBox, BleedBox, TrimBox, and ArtBox. The dafault according to the PDF Refence is CropBox

pdfprintclip

name

empty

set /PrintClip of viewer preferences. Possible values are MediaBox, CropBox, BleedBox, TrimBox, and ArtBox. The dafault according to the PDF Refence is CropBox

pdfprintpagerange

n n (n n)*

empty

set /PrintPageRange of viewer preferences

pdfprintscaling

name

empty

page scaling option for print dialog (option /PrintScaling of viewer preferences, PDF 1.6); valid values are None and AppDefault

pdftoolbar

boolean

true

make PDF toolbar visible

pdfviewarea

name

empty

set /ViewArea of viewer preferences. Possible values are MediaBox, CropBox, BleedBox, TrimBox, and ArtBox. The dafault according to the PDF Refence is CropBox

pdfviewclip

name

empty

set /ViewClip of viewer preferences Possible values are MediaBox, CropBox, BleedBox, TrimBox, and ArtBox. The dafault according to the PDF Refence is CropBox

pdfwindowui

boolean

true

make PDF user interface elements visible

unicode

boolean

false

Unicode encoded PDF strings

Each link in Acrobat carries its own magnification level, which is set using PDF coordinate space, which is not the same as TEX’s. The unit is bp and the origin is in the lower left corner. See also \hypercalcbp that is explained on page 47. pdfTEX works by supplying default values for XYZ (horizontal × vertical × zoom) and FitBH. However, drivers using pdfmark do not supply defaults, so hyperref passes in a value of -32768, which causes Acrobat to set (usually) sensible defaults. The following are possible values for the pdfview, pdfstartview and pdfremotestartview parameters.

XYZ left top zoom

Sets a coordinate and a zoom factor. If any one is null, the source link value is used. null null null will give the same values as the current page.

Fit

Fits the page to the window.

FitH top

Fits the width of the page to the window.

FitV left

Fits the height of the page to the window.

FitR left bottom right top

Fits the rectangle specified by the four coordinates to the window.

FitB

Fits the page bounding box to the window.

FitBH top

Fits the width of the page bounding box to the window.

FitBV left

Fits the height of the page bounding box to the window.

The pdfpagelayout can be one of the following values.

SinglePage

Displays a single page; advancing flips the page

OneColumn

Displays the document in one column; continuous scrolling.

TwoColumnLeft

Displays the document in two columns, odd-numbered pages to the left.

TwoColumnRight

Displays the document in two columns, odd-numbered pages to the right.

TwoPageLeft

Displays two pages, odd-numbered pages to the left (since PDF 1.5).

TwoPageRight

Displays two pages, odd-numbered pages to the right (since PDF 1.5).

Finally, the pdfpagetransition can be one of the following values, where /Di stands for direction of motion in degrees, generally in 90 steps, /Dm is a horizontal (/H) or vertical (/V) dimension (e.g. Blinds /Dm /V), and /M is for motion, either in (/I) or out (/O).

Blinds /Dm

Multiple lines distributed evenly across the screen sweep in the same direction to reveal the new page.

Box /M

A box sweeps in or out.

Dissolve

The page image dissolves in a piecemeal fashion to reveal the new page.

Glitter /Di

Similar to Dissolve, except the effect sweeps across the screen.

Split /Dm /M

Two lines sweep across the screen to reveal the new page.

Wipe /Di

A single line sweeps across the screen to reveal the new page.

R

Simply replaces the old page with the new one.

Fly /Di /M

Changes are flown out or in (as specified by /M), in the direction specified by /Di, to or from a location that is offscreen except when /Di is None.

Push /Di

The old page slides off the screen while the new page slides in, pushing the old page out in the direction specified by /Di.

Cover /Di

The new page slides on to the screen in the direction specified by /Di, covering the old page.

Uncover /Di

The old page slides off the screen in the direction specified by /Di, uncovering the new page in the direction specified by /Di.

Fade

The new page gradually becomes visible through the old one.

3.8 Option pdfinfo

The information entries can be set using pdftitle, pdfsubject, …. Option pdfinfo provides an alternative interface. It takes a key value list. The key names are the names that appear in the PDF information dictionary directly. Known keys such as Title, Subject, Trapped and other are mapped to options pdftitle, subject, trapped, …Unknown keys are added to the information dictionary. Their values are text strings (see PDF specification). Example:

\hypersetup{  
  pdfinfo={  
    Title={My Title},  
    Subject={My Subject},  
    NewKey={Foobar},  
    % ...  
  }  
}

3.9 Big alphabetical list

The following is a complete listing of available options for hyperref, arranged alphabetically.

allbordercolors

Set all border color options

allcolors

Set all color options (without border and field options)

anchorcolor black

set color of anchors, ignored by most drivers.

backref false

do bibliographical back references

baseurl empty

set base URL for document

bookmarks true

make bookmarks

bookmarksnumbered false

put section numbers in bookmarks

bookmarksopen false

open up bookmark tree

bookmarksopenlevel \maxdimen

level to which bookmarks are open

bookmarkstype toc

to specify which ‘toc’ file to mimic

breaklinks false

allow links to break over lines

CJKbookmarks false

to produce CJK bookmarks

citebordercolor 0 1 0

color of border around cites

citecolor green

color of citation links

colorlinks false

color links

true

(tex4ht, dviwindo)

debug false

provide details of anchors defined; same as verbose

destlabel false

destinations are named by the first \label after the anchor creation

draft false

do not do any hyperlinking

driverfallback

default if no driver specified or detected

dvipdfm

use dvipdfm backend

dvipdfmx

use dvipdfmx backend

dvips

use dvips backend

dvipsone

use dvipsone backend

dviwindo

use dviwindo backend

encap

to set encap character for hyperindex

extension dvi

suffix of linked files

filebordercolor 0 .5 .5

color of border around file links

filecolor cyan

color of file links

final true

opposite of option draft

frenchlinks false

use small caps instead of color for links

hidelinks

Hide links (removing color and border)

hyperfigures false

make figures hyper links

hyperfootnotes true

set up hyperlinked footnotes

hyperindex true

set up hyperlinked indices

hypertex

use HyperTEX backend

hypertexnames true

use guessable names for links

implicit true

redefine LATEX internals

latex2html

use LATEX2HTML backend

linkbordercolor 1 0 0

color of border around links

linkcolor red

color of links

linktoc section

make text be link on TOC, LOF and LOT

linktocpage false

make page number, not text, be link on TOC, LOF and LOT

menubordercolor 1 0 0

color of border around menu links

menucolor red

color for menu links

nativepdf false

an alias for dvips

naturalnames false

use LATEX-computed names for links

nesting false

allow nesting of links

pageanchor true

put an anchor on every page

pagebackref false

backreference by page number

pdfauthor empty

text for PDF Author field

pdfborder 0 0 1

width of PDF link border

0 0 0

(colorlinks)

pdfborderstyle

border style for links

pdfcenterwindow false

position the document window in the center of the screen

pdfcreator LaTeX with

text for PDF Creator field

hyperref

pdfdirection empty

direction setting

pdfdisplaydoctitle false

display document title instead of file name in title bar

pdfduplex empty

paper handling option for print dialog

pdffitwindow false

resize document window to fit document size

pdfhighlight /I

set highlighting of PDF links

pdfinfo empty

alternative interface for setting document information

pdfkeywords empty

text for PDF Keywords field

pdflang relax

PDF language identifier (RFC 3066)

pdfmark false

an alias for dvips

pdfmenubar true

make PDF viewer’s menu bar visible

pdfnewwindow false

make links that open another PDF

file start a new window

pdfnonfullscreenpagemode empty

page mode setting on exiting full-screen mode

pdfnumcopies empty

number of printed copies

pdfpagelabels true

set PDF page labels

pdfpagelayout empty

set layout of PDF pages

pdfpagemode empty

set default mode of PDF display

pdfpagescrop empty

set crop size of PDF document

pdfpagetransition empty

set PDF page transition style

pdfpicktraybypdfsize empty

set option for print dialog

pdfprintarea empty

set /PrintArea of viewer preferences

pdfprintclip empty

set /PrintClip of viewer preferences

pdfprintpagerange empty

set /PrintPageRange of viewer preferences

pdfprintscaling empty

page scaling option for print dialog

pdfproducer empty

text for PDF Producer field

pdfremotestartview Fit

starting view of remote PDF documents

pdfstartpage 1

page at which PDF document opens

pdfstartview Fit

starting view of PDF document

pdfsubject empty

text for PDF Subject field

pdftex

use pdfTEX backend

pdftitle empty

text for PDF Title field

pdftoolbar true

make PDF toolbar visible

pdftrapped empty

Sets the document information Trapped entry. Possible values are True, False and Unknown. An empty value means, the entry is not set.

pdfview XYZ

PDF ‘view’ when on link traversal

pdfviewarea empty

set /ViewArea of viewer preferences

pdfviewclip empty

set /ViewClip of viewer preferences

pdfwindowui true

make PDF user interface elements visible

plainpages false

do page number anchors as plain Arabic

ps2pdf

use ps2pdf backend

psdextra false

define more short names for PDF string commands

raiselinks false

raise up links (for HyperTEX backend)

runbordercolor 0 .7 .7

color of border around ‘run’ links

runcolor filecolor

color of ‘run’ links

setpagesize true

set page size by special driver commands

tex4ht

use TEX4ht backend

textures

use Textures backend

unicode false

Unicode encoded pdf strings, by defaut true with XeTEX and LuTEX

urlbordercolor 0 1 1

color of border around URL links

urlcolor magenta

color of URL links

verbose false

be chatty

vtex

use VTeX backend

xetex

use XeTEX backend

4 Additional user macros

If you need to make references to URLs, or write explicit links, the following low-level user macros are provided:

\href[options]{URL}{text}

The text is made a hyperlink to the URL; this must be a full URL (relative to the base URL, if that is defined). The special characters # and ˜ do not need to be escaped in any way (unless the command is used in the argument of another command).

The optional argument options recognizes the hyperref options pdfremotestartview, pdfnewwindow and the following key value options:

page:
Specifies the start page number of remote PDF documents. First page is 1.
ismap:
Boolean key, if set to true, the URL should appended by the coordinates as query parameters by the PDF viewer.
nextactionraw:
The value of key /Next of action dictionaries, see PDF specification.

\url{URL}

Similar to \href{URL}{\nolinkurl{URL}}. Depending on the driver \href also tries to detect the link type. Thus the result can be a url link, file link, …

\nolinkurl{URL}

Write URL in the same way as \url, without creating a hyperlink.

\hyperbaseurl{URL}

A base URL is established, which is prepended to other specified URLs, to make it easier to write portable documents.

\hyperimage{imageURL}{text}

The link to the image referenced by the URL is inserted, using text as the anchor.

For drivers that produce HTML, the image itself is inserted by the browser, with the text being ignored completely.

\hyperdef{category}{name}{text}

A target area of the document (the text) is marked, and given the name category.name

\hyperref{URL}{category}{name}{text}

text is made into a link to URL#category.name

\hyperref[label]{text}

text is made into a link to the same place as \ref{label} would be linked.

\hyperlink{name}{text}

\hypertarget{name}{text}

A simple internal link is created with \hypertarget, with two parameters of an anchor name, and anchor text. \hyperlink has two arguments, the name of a hypertext object defined somewhere by \hypertarget, and the text which be used as the link on the page.

Note that in HTML parlance, the \hyperlink command inserts a notional # in front of each link, making it relative to the current testdocument; \href expects a full URL.

\phantomsection

This sets an anchor at this location. It works similar to \hypertarget{}{} with an automatically chosen anchor name. Often it is used in conjunction with \addcontentsline for sectionlike things (index, bibliography, preface). \addcontentsline refers to the latest previous location where an anchor is set. Example:

\cleardoublepage  
\phantomsection  
\addcontentsline{toc}{chapter}{\indexname}  
\printindex

Now the entry in the table of contents (and bookmarks) for the index points to the start of the index page, not to a location before this page.

\autoref{label}

This is a replacement for the usual \ref command that places a contextual label in front of the reference. This gives your users a bigger target to click for hyperlinks (e.g. ‘section 2’ instead of merely the number ‘2’).

The label is worked out from the context of the original \label command by hyperref by using the macros listed below (shown with their default values). The macros can be (re)defined in documents using \(re)newcommand; note that some of these macros are already defined in the standard document classes. The mixture of lowercase and uppercase initial letters is deliberate and corresponds to the author’s practice.

For each macro below, hyperref checks \*autorefname before \*name. For instance, it looks for \figureautorefname before \figurename.

Macro

Default

\figurename

Figure

\tablename

Table

\partname

Part

\appendixname

Appendix

\equationname

Equation

\Itemname

item

\chaptername

chapter

\sectionname

section

\subsectionname

subsection

\subsubsectionname

subsubsection

\paragraphname

paragraph

\Hfootnotename

footnote

\AMSname

Equation

\theoremname

Theorem

\page

page

Example for a redefinition if babel is used:

\usepackage[ngerman]{babel}  
\addto\extrasngerman{%  
  \def\subsectionautorefname{Unterkapitel}%  
}

Hint: \autoref works via the counter name that the reference is based on. Sometimes \autoref chooses the wrong name, if the counter is used for different things. For example, it happens with \newtheorem if a lemma shares a counter with theorems. Then package aliascnt provides a method to generate a simulated second counter that allows the differentiation between theorems and lemmas:

\documentclass{article}  
 
\usepackage{aliascnt}  
\usepackage{hyperref}  
 
\newtheorem{theorem}{Theorem}  
 
\newaliascnt{lemma}{theorem}  
\newtheorem{lemma}[lemma]{Lemma}  
\aliascntresetthe{lemma}  
 
\providecommand*{\lemmaautorefname}{Lemma}  
 
\begin{document}  
 
We will use \autoref{a} to prove \autoref{b}.  
 
\begin{lemma}\label{a}  
  Nobody knows.  
\end{lemma}  
 
\begin{theorem}\label{b}  
  Nobody is right.  
\end{theorem}.  
 
\end{document}

\autopageref{label}

It replaces \pageref and adds the name for page in front of the page reference. First \pageautorefname is checked before \pagename.

For instances where you want a reference to use the correct counter, but not to create a link, there are starred forms (these starred forms exist even if hyperref has been loaded with implicit=false):

\ref*{label}

\pageref*{label}

\autoref*{label}

\autopageref*{label}

A typical use would be to write

\hyperref[other]{that nice section (\ref*{other}) we read before}

We want \ref*{other} to generate the correct number, but not to form a link, since we do this ourselves with \hyperref.

\pdfstringdef{macroname}{TEXstring}

\pdfstringdef returns a macro containing the PDF string. (Currently this is done globally, but do not rely on it.) All the following tasks, definitions and redefinitions are made in a group to keep them local:

In addition, parentheses are protected to avoid the danger of unsafe unbalanced parentheses in the PDF string. For further details, see Heiko Oberdiek’s EuroTEX paper distributed with hyperref.

\begin{NoHyper}\end{NoHyper}

Sometimes we just don’t want the wretched package interfering with us. Define an environment we can put in manually, or include in a style file, which stops the hypertext functions doing anything. This is used, for instance, in the Elsevier classes, to stop hyperref playing havoc in the front matter.

4.1 Bookmark macros

4.1.1 Setting bookmarks

Usually hyperref automatically adds bookmarks for \section and similar macros. But they can also set manually.

\pdfbookmark[level]{text}{name}

creates a bookmark with the specified text and at the given level (default is 0). As name for the internal anchor name is used (in conjunction with level). Therefore the name must be unique (similar to \label).

\currentpdfbookmark{text}{name}

creates a bookmark at the current level.

\subpdfbookmark{text}{name}

creates a bookmark one step down in the bookmark hierarchy. Internally the current level is increased by one.

\belowpdfbookmark{text}{name}

creates a bookmark below the current bookmark level. However after the command the current bookmark level has not changed.

Hint: Package bookmark replaces hyperref’s bookmark organization by a new algorithm:

Therefore I recommend using this package.

4.1.2 Replacement macros

hyperref takes the text for bookmarks from the arguments of commands like \section, which can contain things like math, colors, or font changes, none of which will display in bookmarks as is.

\texorpdfstring{TEXstring}{PDFstring}

For example,

\section{Pythagoras:  
  \texorpdfstring{$ a^2 + b^2 = c^2 $}{%  
    a\texttwosuperior\ + b\texttwosuperior\ =  
    c\texttwosuperior  
  }%  
}  
\section{\texorpdfstring{\textcolor{red}}{}{Red} Mars}

\pdfstringdef executes the hook before it expands the string. Therefore, you can use this hook to perform additional tasks or to disable additional commands.

\expandafter\def\expandafter\pdfstringdefPreHook  
\expandafter{%  
  \pdfstringdefPreHook  
  \renewcommand{\mycommand}[1]{}%  
}

However, for disabling commands, an easier way is via \pdfstringdefDisableCommands, which adds its argument to the definition of \pdfstringdefPreHook (‘@’ can here be used as letter in command names):

\pdfstringdefDisableCommands{%  
  \let~\textasciitilde  
  \def\url{\pdfstringdefWarn\url}%  
  \let\textcolor\@gobble  
}

4.2 Utility macros

\hypercalcbp{dimen specification}

\hypercalcbp takes a TEX dimen specification and converts it to bp and returns the number without the unit. This is useful for options pdfview, pdfstartview and pdfremotestartview. Example:

\hypersetup{  
  pdfstartview={FitBH \hypercalcbp{\paperheight-\topmargin-1in  
    -\headheight-\headsep}  
}

The origin of the PDF coordinate system is the lower left corner.

Note, for calculations you need either package calc or ε-TEX. Nowadays the latter should automatically be enabled for LATEX formats. Users without ε-TEX, please, look in the source documentation hyperref.dtx for further limitations.

Also \hypercalcbp cannot be used in option specifications of \documentclass and \usepackage, because LATEX expands the option lists of these commands. However package hyperref is not yet loaded and an undefined control sequence error would arise.

5 New Features4

5.1 Option ‘pdflinkmargin’

Option ‘pdflinkmargin’ is an experimental option for specifying a link margin, if the driver supports this. Default is 1 pt for supporting drivers.

pdfTeX
pdfmark
xetex
Other drivers
Unsupported.

5.2 Field option ‘calculatesortkey’

Fields with calculated values are calculated in document order by default. If calculated field values depend on other calculated fields that appear later in the document, then the correct calculation order can be specified with option ‘calculatesortkey’. Its value is used as key to lexicographically sort the calculated fields. The sort key do not need to be unique. Fields that share the same key are sorted in document order.

Currently the field option ‘calculatesortkey’ is only supported by the driver for pdfTeX.

5.3 Option ‘localanchorname’

When an anchor is set (e.g. via \refstepcounter, then the anchor name is globally set to the current anchor name.

For example:

    \section{Foobar}  
    \begin{equation}\end{equation}  
    \label{sec:foobar}

With the default global setting (localanchorname=false) a reference to ‘sec:foobar’ jumps to the equation before. With option ‘localanchorname’ the anchor of the equation is forgotten after the environment and the reference ‘sec:foobar’ jumps to the section title.

Option ‘localanchorname’ is an experimental option, there might be situations, where the anchor name is not available as expected.

5.4 Option ‘customdriver’

The value of option ‘customdriver’ is the name of an external driver file without extension ‘.def’. The file must have \ProvidesFile with a version date and number that match the date and number of ‘hyperref’, otherwise a warning is given.

Because the interface, what needs to be defined in the driver, is not well defined and quite messy, the option is mainly intended to ease developing, testing, debugging the driver part.

5.5 Option ‘psdextra’

LaTeX’s NFSS is used to assist the conversion of arbitrary TeX strings to PDF strings (bookmarks, PDF information entries). Many math command names (\geq, \notin, ...) are not in control of NFSS, therefore they are defined with prefix ‘text’ (\textgeq, \textnotin, ...). They can be mapped to short names during the processing to PDF strings. The disadvantage is that they are many hundreds macros that need to be redefined for each PDF string conversion. Therefore this can be enabled or disabled as option ‘psdextra’. On default the option is turned off (set to ‘false’). Turning the option on means that the short names are available. Then \geq can directly be used instead of \textgeq.

5.6 \XeTeXLinkBox

When XeTeX generates a link annotation, it does not look at the boxes (as the other drivers), but only at the character glyphs. If there are no glyphs (images, rules, ...), then it does not generate a link annotation. Macro \XeTeXLinkBox puts its argument in a box and adds spaces at the lower left and upper right corners. An additional margin can be specified by setting it to the dimen register \XeTeXLinkMargin. The default is 2pt.

Example:

    % xelatex  
    \documentclass{article}  
    \usepackage{hyperref}  
    \setlength{\XeTeXLinkMargin}{1pt}  
    \begin{document}  
    \section{Hello World}  
    \newpage  
    \label{sec:hello}  
    \hyperref[sec:hello]{%  
      \XeTeXLinkBox{\rule{10mm}{10mm}}%  
    }  
    \end{document}

5.7 \IfHyperBooleanExists and \IfHyperBoolean

 \IfHyperBooleanExists{OPTION}{YES}{NO}

If a hyperref OPTION is a boolean, that means it takes values ‘true’ or ‘false’, then \IfHyperBooleanExists calls YES, otherwise NO.

 \IfHyperBoolean{OPTION}{YES}{NO}

Macro \IfHyperBoolean calls YES, if OPTION exists as boolean and is enabled. Otherwise NO is executed.

Both macros are expandable. Additionally option ‘stoppedearly’ is available. It is enabled if \MaybeStopEarly or \MaybeStopNow end hyperref prematurely.

5.8 \unichar

If a Unicode character is not supported by puenc.def, it can be given by using \unichar. Its name and syntax is inherited from package ‘ucs’. However it is defined independently for use in hyperref’s \pdfstringdef (that converts arbitrary TeX code to PDF strings or tries to do this).

Macro \unichar takes a TeX number as argument, examples for U+263A (WHITE SMILING FACE):

    \unichar{"263A}% hexadecimal notation  
    \unichar{9786}% decimal notation

‘"’ must not be a babel shorthand character or otherwise active. Otherwise prefix it with \string:

    \unichar{\string"263A}% converts ‘"’ to ‘"’ with catcode 12 (other)

Users of (n)german packages or babel options may use \dq instead:

    \unichar{\dq 263A}% \dq is double quote with catcode 12 (other)

5.9 \ifpdfstringunicode

Some features of the PDF specification needs PDF strings. Examples are bookmarks or the entries in the information dictionary. The PDF specification allows two encodings ‘PDFDocEncoding’ (8-bit encoding) and ‘Unicode’ (UTF-16). The user can help using \texorpdfstring to replace complicate TeX constructs by a representation for the PDF string. However \texorpdfstring does not distinguish the two encodings. This gap closes \ifpdfstringunicode. It is only allowed in the second argument of \texorpdfstring and takes two arguments, the first allows the full range of Unicode. The second is limited to the characters available in PDFDocEncoding.

As example we take a macro definition for the Vietnamese name of Han The Thanh. Correctly written it needs some accented characters, one character even with a double accent. Class ‘tugboat.cls’ defines a macro for the typesetted name:

    \def\Thanh{%  
      H\‘an~%  
      Th\^e\llap{\raise 0.5ex\hbox{\’{}}}%  
      ~Th\‘anh%  
    }

It’s not entirely correct, the second accent over the ‘e’ is not an acute, but a hook. However standard LaTeX does not provide such an accent.

Now we can extend the definition to support hyperref. The first and the last word are already supported automatically. Characters with two or more accents are a difficult business in LaTeX, because the NFSS2 macros of the LaTeX kernel do not support more than one accent. Therefore also puenc.def misses support for them. But we can provide it using \unichar. The character in question is:

    % U+1EC3 LATIN SMALL LETTER E WITH CIRCUMFLEX AND HOOK ABOVE

Thus we can put this together:

    \def\Thanh{%  
      H\‘an~%  
      \texorpdfstring{Th\^e\llap{\raise 0.5ex\hbox{\’{}}}}%  
      {\ifpdfstringunicode{Th\unichar{"1EC3}}{Th\^e}}%  
      ~Th\‘anh%  
    }

For PDFDocEncoding (PD1) the variant above has dropped the second accent. Alternatively we could provide a representation without accents instead of wrong accents:

    \def\Thanh{%  
      \texorpdfstring{%  
        H\‘an~%  
        Th\^e\llap{\raise 0.5ex\hbox{\’{}}}}%  
        ~Th\‘anh%  
      }{%  
        \ifpdfstringunicode{%  
          H\‘an Th\unichar{"1EC3} Th\‘anh%  
        }{%  
          Han The Thanh%  
        }%  
      }%  
    }

5.10 Customizing index style file with \nohyperpage

Since version 2008/08/14 v6.78f.

For hyperlink support in the index, hyperref inserts \hyperpage into the index macros. After processing with Makeindex, \hyperpage analyzes its argument to detect page ranges and page comma lists. However, only the standard settings are supported directly:

    delim_r "--"  
    delim_n ", "

(See manual page/documentation of Makeindex that explains the keys that can be used in style files for Makeindex.) Customized versions of delim_r, delim_n, suffix_2p, suffix_3p, suffix_mp needs markup that \hyperpage can detect and knows that this stuff does not belong to a page number. Makro \nohyperpage serves as this markup. Put the customized code for these keys inside \nohyperpage, e.g.:

    suffix_2p "\\nohyperpage{f.}"  
    suffix_3p "\\nohyperpage{ff.}"

(Depending on the typesetting tradition some space “\\,” or “~” should be put before the first f inside \nohyperpage.)

5.11 Experimental option ‘ocgcolorlinks’

The idea are colored links, when viewed, but printed without colors. This new experimental option ‘ocgcolorlinks’ uses Optional Content Groups, a feature introduced in PDF 1.5.

A better implementation which hasn’t the disadvantage to prevent line breaks is in the ocgx2 package. Check its documentation for details how to use it.

5.12 Option ‘pdfa’

The new option ‘pdfa’ tries to avoid violations of PDF/A in code generated by hyperref. However, the result is usually not in PDF/A, because many features aren’t controlled by hyperref (XMP metadata, fonts, colors, driver dependend low level stuff, ...).

Currently, option ‘pdfa’ sets and disables the following items:

The default value of the new option ‘pdfa’ is ‘false’. It influences the loading of the package and cannot be changed after hyperref is loaded (\usepackage{hyperref}).

5.13 Option ‘linktoc’ added

The new option ‘linktoc’ allows more control which part of an entry in the table of contents is made into a link:

5.14 Option ‘pdfnewwindow’ changed

Before 6.77b:

Since 6.77b:

Rationale: There is a difference between setting to ‘false’ and an absent entry. In the former case the new document replaces the old one, in the latter case the PDF viewer application should respect the user preference.

5.15 Flag options for PDF forms

PDF form field macros (\TextField, \CheckBox, ...) support boolean flag options. The option name is the lowercase version of the names in the PDF specification (1.7):

http://www.adobe.com/devnet/pdf/pdf_reference.html

http://www.adobe.com/devnet/acrobat/pdfs/pdf_reference.pdf

Options (convert to lowercase) except flags in square brackets:

New option ‘export’ sets the export format of a submit action. Valid values are (upper- or lowercase):

5.16 Option ‘pdfversion’

This is an experimental option. It notifies ‘hyperref’ about the intended PDF version. Currently this is used in code for PDF forms (implementation notes 116 and 122 of PDF spec 1.7).

Values: 1.2, 1.3, 1.4, 1.5, 1.6, 1.7. Values below 1.2 are not supported, because most drivers expect higher PDF versions.

The option must be used early, not after \usepackage{hyperref}.

In theory this option should also set the PDF version, but this is not generally supported.

The current PDF version is used as default if this version can be detected (only pdfTeX 1.10a). Otherwise the lowest version 1.2 is assumed. Thus ‘hyperref’ tries to avoid PDF code that breaks this version, but is free to use ignorable higher PDF features.

5.17 Field option ‘name’

Many form objects uses the label argument for several purposes:

Code that is suitable for layouting with TeX can break in the structures of the output format. If option ‘name’ is given, then its value is used as name in the different output structures. Thus the value should consist of letters only.

5.18 Option ‘pdfencoding’

The PDF format allows two encodings for bookmarks and entries in the information dictionary: PDFDocEncoding and Unicode as UTF-16BE. Option pdfencoding selects between these encodings:

The luatex driver uses unicode by default. If another encoding should be forced, it should be done in hypersetup.

5.19 Color options/package hycolor

See documentation of package ‘hycolor’.

5.20 Option pdfusetitle

If option pdfusetitle is set then hyperref tries to derive the values for pdftitle and pdfauthor from \title and \author. An optional argument for \title and \author is supported (class amsart).

5.21 Starred form of \autoref

\autoref* generates a reference without link as \ref* or \pageref*.

5.22 Link border style

Links can be underlined instead of the default rectangle or options colorlinks, frenchlinks. This is done by option pdfborderstyle={/S/U/W 1}

Some remarks:

5.23 Option bookmarksdepth

The depth of the bookmarks can be controlled by the new option bookmarksdepth. The option acts globally and distinguishes three cases:

5.24 Option pdfescapeform

There are many places where arbitrary strings end up as PS or PDF strings. The PS/PDF strings in parentheses form require the protection of some characters, e.g. unmatched left or right parentheses need escaping or the escape character itself (backslash). Since 2006/02/12 v6.75a the PS/PDF driver should do this automatically. However I assume a problem with compatibility, especially regarding the form part where larger amounts of JavaScript code can be present. It would be a pain to remove all the escaping, because an additional escaping layer can falsify the code.

Therefore a new option pdfescapeform was introduced:

5.25 Default driver setting

(hyperref 6.72s) If no driver is given, hyperref tries its best to guess the most suitable driver. Thus it loads hpdftex, if pdfTeX is detected running in PDF mode. Or it loads the corresponding VTeX driver for VTeX’s working modes. Unhappily many driver programs run after the TeX compiler, so hyperref does not have a chance (dvips, dvipdfm, ...). In this case driver hypertex is loaded that supports the HyperTeX features that are recognized by xdvi for example. This behaviour, however, can easily be changed in the configuration file hyperref.cfg:

    \providecommand*{\Hy@defaultdriver}{hdvips}

for dvips, or

    \providecommand*{\Hy@defaultdriver}{hypertex}

for the default behaviour of hyperref.

See also the new option ‘driverfallback’.

5.26 Backref entries

Alternative interface for formatting of backref entries, example:

\documentclass[12pt,UKenglish]{article}  
 
\usepackage{babel}  
\usepackage[pagebackref]{hyperref}  
 
% Some language options are detected by package backref.  
% This affects the following macros:  
%   \backrefpagesname  
%   \backrefsectionsname  
%   \backrefsep  
%   \backreftwosep  
%   \backreflastsep  
 
\renewcommand*{\backref}[1]{  
  % default interface  
  % #1: backref list  
  %  
  % We want to use the alternative interface,  
  % therefore the definition is empty here.  
}  
\renewcommand*{\backrefalt}[4]{%  
  % alternative interface  
  % #1: number of distinct back references  
  % #2: backref list with distinct entries  
  % #3: number of back references including duplicates  
  % #4: backref list including duplicates  
  \par  
  #3 citation(s) on #1 page(s): #2,\par  
  \ifnum#1=1 %  
    \ifnum#3=1 %  
      1 citation on page %  
    \else  
      #3 citations on page %  
    \fi  
  \else  
    #3 citations on #1 pages %  
  \fi  
  #2,\par  
  \ifnum#3=1 %  
    1 citation located at page %  
  \else  
    #3 citations located at pages %  
  \fi  
  #4.\par  
}  
 
% The list of distinct entries can be further refined:  
\renewcommand*{\backrefentrycount}[2]{%  
  % #1: the original backref entry  
  % #2: the count of citations of this entry,  
  %     in case of duplicates greater than one  
  #1%  
  \ifnum#2>1 %  
    ~(#2)%  
  \fi  
}  
 
\begin{document}  
 
  \section{Hello}  
    \cite{ref1, ref2, ref3, ref4}  
  \section{World}  
    \cite{ref1, ref3}  
  \newpage  
 
  \section{Next section}  
    \cite{ref1}  
  \newpage  
 
  \section{Last section}  
    \cite{ref1, ref2}  
  \newpage  
 
  \pdfbookmark[1]{Bibliography}{bib}  
  \begin{thebibliography}{99}  
    \bibitem{ref1} Dummy entry one.  
 
    \bibitem{ref2} Dummy entry two.  
 
    \bibitem{ref3} Dummy entry three.  
 
    \bibitem{ref4} Dummy entry four.  
 
  \end{thebibliography}  
 
\end{document}

5.27 \phantomsection

Set an anchor at this location. It is often used in conjunction with \addcontentsline for sectionlike things (index, bibliography, preface). \addcontentsline refers to the latest previous location where an anchor is set.

  \cleardoublepage  
  \phantomsection  
  \addcontentsline{toc}{chapter}{\indexname}  
  \printindex

Now the entry in the table of contents (and bookmarks) for the index points to the start of the index page, not to a location before this page.

6 Acrobat-specific behavior

If you want to access the menu options of Acrobat Reader or Exchange, the following macro is provided in the appropriate drivers:

\Acrobatmenu{menuoption}{text}

The text is used to create a button which activates the appropriate menuoption. The following table lists the option names you can use—comparison of this with the menus in Acrobat Reader or Exchange will show what they do. Obviously some are only appropriate to Exchange.

File

Open, Close, Scan, Save, SaveAs, Optimizer:SaveAsOpt, Print, PageSetup, Quit

FileImport

ImportImage, ImportNotes, AcroForm:ImportFDF

FileExport

ExportNotes, AcroForm:ExportFDF

FileDocumentInfo

GeneralInfo, OpenInfo, FontsInfo, SecurityInfo, Weblink:Base, AutoIndex:DocInfo

FilePreferences

GeneralPrefs, NotePrefs, FullScreenPrefs, Weblink:Prefs, AcroSearch:Preferences(Windows) or, AcroSearch:Prefs(Mac), Cpt:Capture

Edit

Undo, Cut, Copy, Paste, Clear, SelectAll, Ole:CopyFile, TouchUp:TextAttributes, TouchUp:FitTextToSelection, TouchUp:ShowLineMarkers, TouchUp:ShowCaptureSuspects, TouchUp:FindSuspect,

Properties

EditFields

AcroForm:Duplicate, AcroForm:TabOrder

Document

Cpt:CapturePages, AcroForm:Actions, CropPages, RotatePages, InsertPages, ExtractPages, ReplacePages, DeletePages, NewBookmark, SetBookmarkDest, CreateAllThumbs, DeleteAllThumbs

View

ActualSize, FitVisible, FitWidth, FitPage, ZoomTo, FullScreen, FirstPage, PrevPage, NextPage, LastPage, GoToPage, GoBack, GoForward, SinglePage, OneColumn, TwoColumns, ArticleThreads, PageOnly, ShowBookmarks, ShowThumbs

Tools

Hand, ZoomIn, ZoomOut, SelectText, SelectGraphics, Note, Link, Thread, AcroForm:Tool, Acro_Movie:MoviePlayer, TouchUp:TextTool, Find, FindAgain, FindNextNote, CreateNotesFile

ToolsSearch

AcroSrch:Query, AcroSrch:Indexes, AcroSrch:Results, AcroSrch:Assist, AcroSrch:PrevDoc, AcroSrch:PrevHit, AcroSrch:NextHit, AcroSrch:NextDoc

Window

ShowHideToolBar, ShowHideMenuBar, ShowHideClipboard, Cascade, TileHorizontal, TileVertical, CloseAll

Help

HelpUserGuide, HelpTutorial, HelpExchange, HelpScan, HelpCapture, HelpPDFWriter, HelpDistiller, HelpSearch, HelpCatalog, HelpReader, Weblink:Home

Help(Windows)

About

7 PDF and HTML forms

You must put your fields inside a Form environment (only one per file).

There are six macros to prepare fields:

\TextField[parameters]{label}

\CheckBox[parameters]{label}

\ChoiceMenu[parameters]{label}{choices}

\PushButton[parameters]{label}

\Submit[parameters]{label}

\Reset[parameters]{label}

The way forms and their labels are laid out is determined by:

\LayoutTextField{label}{field}

\LayoutChoiceField{label}{field}

\LayoutCheckField{label}{field}

These macros default to #1 #2

What is actually shown in as the field is determined by:

\MakeRadioField{width}{height}

\MakeCheckField{width}{height}

\MakeTextField{width}{height}

\MakeChoiceField{width}{height}

\MakeButtonField{text}

These macros default to \vbox to #2{\hbox to #1{\hfill}\vfill}, except the last, which defaults to #1; it is used for buttons, and the special \Submit and \Reset macros.

You may also want to redefine the following macros:

\def\DefaultHeightofSubmit{12pt}  
\def\DefaultWidthofSubmit{2cm}  
\def\DefaultHeightofReset{12pt}  
\def\DefaultWidthofReset{2cm}  
\def\DefaultHeightofCheckBox{0.8\baselineskip}  
\def\DefaultWidthofCheckBox{0.8\baselineskip}  
\def\DefaultHeightofChoiceMenu{0.8\baselineskip}  
\def\DefaultWidthofChoiceMenu{0.8\baselineskip}  
\def\DefaultHeightofText{\baselineskip}  
\def\DefaultHeightofTextMultiline{4\baselineskip}  
\def\DefaultWidthofText{3cm}

7.1 Forms environment parameters

action URL

The URL that will receive the form data if a Submit button is included in the form

encoding name

The encoding for the string set to the URL; FDF-encoding is usual, and html is the only valid value

method name

Used only when generating HTML; values can be post or get

7.2 Forms optional parameters

Note that all colors must be expressed as RGB triples, in the range 0..1 (i.e. color=0 0 0.5)

accesskey key (as per HTML)
align number 0 alignment within text field; 0 is left-aligned,
1 is centered, 2 is right-aligned.
altname name alternative name,
the name shown in the user interface
backgroundcolor color of box
bordercolor color of border
bordersep box border gap
borderwidth 1 width of box border, the value is a dimension
or a number with default unit bp
calculate JavaScript code to calculate the value of the field
charsize dimen font size of field text
checkboxsymbol char 4 () symbol used for check boxes (ZapfDingbats),
the value is a character or \ding{number},
see package pifont from bundle psnfss
checked boolean false whether option selected by default
color color of text in box
combo boolean false choice list is ‘combo’ style
default default value
disabled boolean false field disabled
format JavaScript code to format the field
height dimen height of field box
hidden boolean false field hidden
keystroke JavaScript code to control the keystrokes on entry
mappingname name the mapping name to be used when exporting
the field data
maxlen number 0 number of characters allowed in text field
menulength number 4 number of elements shown in list
multiline boolean false whether text box is multiline
name name name of field (defaults to label)
onblur JavaScript code
onchange JavaScript code
onclick JavaScript code
ondblclick JavaScript code
onfocus JavaScript code
onkeydown JavaScript code
onkeypress JavaScript code
onkeyup JavaScript code
onmousedown JavaScript code
onmousemove JavaScript code
onmouseout JavaScript code
onmouseover JavaScript code
onmouseup JavaScript code
onselect JavaScript code
password boolean false text field is ‘password’ style
popdown boolean false choice list is ‘popdown’ style
radio boolean false choice list is ‘radio’ style
radiosymbol char H () symbol used for radio fields (ZapfDingbats),
the value is a character or \ding{number},
see package pifont from bundle psnfss
readonly boolean false field is readonly
rotation number 0 rotation of the widget annotation
(degree, counterclockwise, multiple of 90)
tabkey (as per HTML)
validate JavaScript code to validate the entry
value initial value
width dimen width of field box

8 Defining a new driver

A hyperref driver has to provide definitions for eight macros:

1. \hyper@anchor

2. \hyper@link

3. \hyper@linkfile

4. \hyper@linkurl

5. \hyper@anchorstart

6. \hyper@anchorend

7. \hyper@linkstart

8. \hyper@linkend

The draft option defines the macros as follows

\let\hyper@@anchor\@gobble  
\gdef\hyper@link##1##2##3{##3}%  
\def\hyper@linkurl##1##2{##1}%  
\def\hyper@linkfile##1##2##3{##1}%  
\let\hyper@anchorstart\@gobble  
\let\hyper@anchorend\@empty  
\let\hyper@linkstart\@gobbletwo  
\let\hyper@linkend\@empty

9 Special support for other packages

Package hyperref aims to cooperate with other packages, but there are several possible sources for conflict, such as

The hyperref package is distributed with variants on two useful packages designed to work especially well with it. These are xr and minitoc, which support crossdocument links using LATEX’s normal \label/\ref mechanisms and per-chapter tables of contents, respectively.

9.1 Package Compatibility

Currently only package loading orders are available:

Note: hyperref loads package nameref at \begin{document}. Sometimes this is too late, thus this package must be loaded earlier.

9.1.1 algorithm
 \usepackage{float}  
  \usepackage{hyperref}  
  \usepackage[chapter]{algorithm}% eg.

9.1.2 amsmath

The environments equation and eqnarray are not supported too well. For example, there might be spacing problems (eqnarray isn’t recommended anyway, see CTAN:info/l2tabu/, the situation for equation is unclear, because nobody is interested in investigating). Consider using the environments that package amsmath provide, e.g. gather for equation. The environment equation can even redefined to use gather:

  \usepackage{amsmath}  
  \let\equation\gather  
  \let\endequation\endgather

9.1.3 amsrefs

Package loading order:

  \usepackage{hyperref}  
  \usepackage{amsrefs}

9.1.4 arydshln, longtable

Package longtable must be put before hyperref and arydshln, hyperref after arydshln generates an error, thus the resulting package order is then:

  \usepackage{longtable}  
  \usepacakge{hyperref}  
  \usepackage{arydshln}

9.1.5 babel/magyar.ldf

The old version 2005/03/30 v1.4j will not work. You need at least version 1.5, maintained by Péter Szabó, see CTAN:language/hungarian/babel/.

9.1.6 babel/spanish.ldf

Babel’s spanish.ldf redefines ‘\.’ to support ‘\...’. In bookmarks (\pdfstringdef) only ‘\.’ is supported. If ‘\...’ is needed, \texorpdfstring{\...}{\dots} can be used instead.

9.1.7 bibentry

Workaround:

  \makeatletter  
  \let\saved@bibitem\@bibitem  
  \makeatother  
 
  \usepackage{bibentry}  
  \usepackage{hyperref}  
 
  \begin{document}  
 
  \begingroup  
    \makeatletter  
    \let\@bibitem\saved@bibitem  
    \nobibliography{database}  
  \endgroup

9.1.8 bigfoot

Hyperref does not support package ‘bigfoot’. And package ‘bigfoot’ does not support hyperref’s footnotes and disables them (hyperfootnotes=false).

9.1.9 chappg

Package ‘chappg’ uses \@addtoreset that is redefined by ‘hyperref’. The package order is therefore:

  \usepackage{hyperref}  
  \usepackage{chappg}

9.1.10 cite

This is from Mike Shell: cite.sty cannot currently be used with hyperref. However, I can do a workaround via:

 \makeatletter  
 \def\NAT@parse{\typeout{This is a fake Natbib command to fool Hyperref.}}  
 \makeatother  
 
 \usepackage[hypertex]{hyperref}

so that hyperref will not redefine any of the biblabel stuff - so cite.sty will work as normal - although the citations will not be hyperlinked, of course (But this may not be an issue for many people).

9.1.11 count1to

Package ‘count1to’ adds several \@addtoreset commands that confuse ‘hyperref’. Therefore \theH<...> has to be fixed:

  \usepackage{count1to}  
  \AtBeginDocument{% *after* \usepackage{count1to}  
    \renewcommand*{\theHsection}{\theHchapter.\arabic{section}}%  
    \renewcommand*{\theHsubsection}{\theHsection.\arabic{subsection}}%  
    \renewcommand*{\theHsubsubsection}{\theHsubsection.\arabic{subsubsection}}%  
    \renewcommand*{\theHparagraph}{\theHsubsubsection.\arabic{paragraph}}%  
    \renewcommand*{\theHsubparagraph}{\theHparagraph.\arabic{subparagraph}}%  
  }

9.1.12 dblaccnt

pd1enc.def or puenc.def should be loaded before:

  \usepackage{hyperref}  
  \usepackage{dblaccnt}

or see entry for vietnam.

9.1.13 easyeqn

Not compatible, breaks.

9.1.14 ellipsis

This packages redefines \textellipsis after package hyperref (pd1enc.def/puenc.def should be loaded before):

  \usepackage{hyperref}  
  \usepackage{ellipsis}

9.1.15 float
 \usepackage{float}  
  \usepackage{hyperref}

9.1.16 endnotes

Unsupported.

9.1.17 foiltex

Update to version 2008/01/28 v2.1.4b: Since version 6.77a hyperref does not hack into \@begindvi, it uses package ‘atbegshi’ instead, that hooks into \shipout. Thus the patch of ‘foils.cls’ regarding hyperref is now obsolete and causes an undefined error message about \@hyperfixhead. This is fixed in FoilTeX 2.1.4b.

9.1.18 footnote

This package is not supported, you have to disable hyperref’s footnote support by using option hyperfootnotes=false.

9.1.19 geometry

Driver ‘dvipdfm’ and program ‘dvipdfm’ might generate a warning: Sorry. Too late to change page size Then prefer the program ‘dvipdfmx’ or use one of the following workarounds to move the \special of geometry to an earlier location:

    \documentclass[dvipdfm]{article}% or other classes  
    \usepackage{atbegshi}  
    \AtBeginDocument{%  
      \let\OrgAtBeginDvi\AtBeginDvi  
      \let\AtBeginDvi\AtBeginShipoutFirst  
    }  
    \usepackage[  
      paperwidth=170mm,  
      paperheight=240mm  
    ]{geometry}  
    \AtBeginDocument{%  
      \let\AtBeginDvi\OrgAtBeginDvi  
    }  
    \usepackage{hyperref}  
 
  or  
 
    \documentclass[dvipdfm]{article}% or other classes  
    \usepackage{atbegshi}  
    \let\AtBeginDvi\AtBeginShipoutFirst  
    \usepackage[  
      paperwidth=170mm,  
      paperheight=240mm  
    ]{geometry}  
    \usepackage{hyperref}

9.1.20 IEEEtran.cls

version V1.6b (because of \@makecaption, see ChangeLog)

9.1.21 index

version 1995/09/28 v4.1 (because of \addcontentsline redefinition)

9.1.22 lastpage

Compatible.

9.1.23 linguex
 \usepackage{hyperref}  
  \usepackage{linguex}

9.1.24 ltabptch
 \usepackage{longtable}  
  \usepackage{ltabptch}  
  \usepackage{hyperref}

9.1.25 mathenv

Unsupported.

Both ‘mathenv’ and ‘hyperref’ messes around with environment ‘eqnarray’. You can load ‘mathenv’ after ‘hyperref’ to avoid an error message. But \label will not work inside environment ‘eqnarray’ properly, for example.

9.1.26 minitoc-hyper

This package is obsolete, use the uptodate original package minitoc instead.

9.1.27 multind
 \usepackage{multind}  
  \usepackage{hyperref}

9.1.28 natbib
 \usepackage{natbib}  
  \usepackage{hyperref}

9.1.29 nomencl

Example for introducing links for the page numbers:

      \renewcommand*{\pagedeclaration}[1]{\unskip, \hyperpage{#1}}

For equations the following might work:

      \renewcommand*{\eqdeclaration}[1]{%  
        \hyperlink{equation.#1}{(Equation~#1)}%  
      }  
    But the mapping from the equation number to the anchor name  
    is not available in general.

9.1.30 parskip
 \usepackage{parskip}  
  \usepackage{hyperref}[2012/08/20]

Both packages want to redefine \@starttoc.

9.1.31 prettyref
%%% example for prettyref %%%  
\documentclass{article}  
\usepackage{prettyref}  
\usepackage[pdftex]{hyperref}  
 
%\newrefformat{FIG}{Figure~\ref{#1}}% without hyperref  
\newrefformat{FIG}{\hyperref[{#1}]{Figure~\ref*{#1}}}  
 
\begin{document}  
  This is a reference to \prettyref{FIG:ONE}.  
  \newpage  
  \begin{figure}  
    \caption{This is my figure}  
    \label{FIG:ONE}  
  \end{figure}  
\end{document}  
%%% example for prettyref %%%  
      

9.1.32 ntheorem
 ntheorem-hyper.sty is an old patched version of ntheorem.sty.  
  Newer versions of ntheorem know the option hyperref:  
    \usepackage{hyperref}  
    \usepackage[hyperref]{ntheorem}  
  But there are still unsolved problems (options thref, ...).

9.1.33 setspace
 \usepackage{setspace}  
  \usepackage{hyperref}

9.1.34 sidecap
 Before 2002/05/24 v1.5h:  
    \usepackage{nameref}  
    \usepackage{hyperref}  
    \usepackage{sidecap}

9.1.35 subfigure
 1995/03/06 v2.0:  
    \usepackage{subfigure}  
    \usepackage{hyperref}  
    % hypertexnames is set to false.  
  v2.1:  
    \usepackage{nameref}  
    \usepackage{subfigure}  
    \usepackage{hyperref}  
    or  
    \usepackage{hyperref}  
    \usepackage{subfigure}  
  v2.1.2:  
    please update  
  v2.1.3:  
    \usepackage{hyperref}  
    \usepackage{subfigure}  
    or vice versa?

9.1.36 titleref
 \usepackage{nameref}  
  \usepackage{titleref}% without usetoc  
  \usepackage{hyperref}

9.1.37 tabularx

Linked footnotes are not supported inside environment ‘tabularx’, because they uses the optional argument of \footnotetext, see section ‘Limitations’. Before version 2011/09/28 6.82i hyperref had disabled footnotes entirely by ‘hyperfootnotes=false’.

9.1.38 titlesec

nameref supports titlesec, but hyperref does not (unsolved is the anchor setting, missing with unnumbered section, perhaps problems with page breaks with numbered ones).

9.1.39 ucs/utf8x.def

The first time a multibyte UTF8 sequence is called, it does some calculations and stores the result in a macro for speeding up the next calls of that UTF8 sequence. However this makes the first call non-expandable and will break if used in information entries or bookmarks. Package ucs offers \PrerenderUnicode or \PreloadUnicodePage to solve this:

    \usepackage{ucs}  
    \usepackage[utf8x]{inputenc}  
    \usepackage{hyperref}% or with option unicode  
    \PrerenderUnicode{^^c3^^b6}% or \PrerenderUnicodePage{1}  
    \hypersetup{pdftitle={Umlaut example: ^^c3^^b6}}

The notation with two carets avoids trouble with 8-bit bytes for the README file, you can use the characters directly.

9.1.40 varioref

There are too many problems with varioref. Nobody has time to sort them out. Therefore this package is now unsupported.

Perhaps you are lucky and some of the features of varioref works with the following loading order:

    \usepackage{nameref}  
    \usepackage{varioref}  
    \usepackage{hyperref}

Also some babel versions can be problematic. For exmample, 2005/05/21 v3.8g contains a patch for varioref that breaks the hyperref support for varioref.

Also unsupported:

9.1.41 verse

Version 2005/08/22 v2.22 contains support for hyperref.

For older versions see example from de.comp.text.tex (2005/08/11, slightly modified):

  \documentclass{article}  
 
  % package order does not matter  
  \usepackage{verse}  
  \usepackage{hyperref}  
 
  \makeatletter  
  % make unique poemline anchors  
  \newcounter{verse@env}  
  \setcounter{verse@env}{0}  
  \let\org@verse\verse  
  \def\verse{%  
    \stepcounter{verse@env}%  
    \org@verse  
  }  
  \def\theHpoemline{\arabic{verse@env}.\thepoemline}  
 
  % add anchor for before \addcontentsline in \@vsptitle  
  \let\org@vsptitle\@vsptitle  
  \def\@vsptitle{%  
    \phantomsection  
    \org@vsptitle  
  }  
  \makeatother  
 
  \begin{document}  
 
  \poemtitle{Poem 1}  
  \begin{verse}  
  An one-liner.  
  \end{verse}  
 
  \newpage  
 
  \poemtitle{Poem 2}  
  \begin{verse}  
  Another one-liner.  
  \end{verse}  
 
  \end{document}

9.1.42 vietnam
 % pd1enc.def should be loaded before package dblaccnt:  
  \usepackage[PD1,OT1]{fontenc}  
  \usepackage{vietnam}  
  \usepackage{hyperref}

9.1.43 XeTeX

Default for the encoding of bookmarks is ‘pdfencoding=auto’. That means the strings are always treated as unicode strings. Only if the string restricts to the printable ASCII set, it is written as ASCII string. The reason is that the \special does not support PDFDocEncoding.

XeTeX uses the program xdvipdfmx for PDF output generation. This program behaves a little different from dvipdfm, because of the supported Unicode characters. Strings for bookmarks or information entries can be output directly. The big chars (char code > 255) are written in UTF-8 and xdvipdfmx tries to convert them to UTF-16BE. However hyperref already provides PDF strings encoded in UTF-16BE, thus the result is a warning

Failed to convert input string to UTF16...

The best way would be, if xdvipdfm could detect the byte order marker (\376\377) and skips the conversion if that marker is present.

For the time being I added the following to hyperref, when option ‘pdfencoding=auto’ is set (default for XeTeX): The string is converted back to big characters thus that the string is written as UTF-8. But I am very unhappy with this solution. Main disadvantage: Two versions of \pdfstringdef are needed:

a) The string is converted back to big characters for the “tainted key” of xdvipdfmx (spc_pdfm.c: default_taintkeys). The subset hyperref uses is /Title, /Author, /Subject, /Keywords, /Creator, /Producer, /T. Any changes of this set in xdvipdfmx cannot be detected by hyperref.

b) Without conversion for the other strings , providing UTF16be directly. Examples: Prefix of page labels, some elements of formulars.

Thus each application that uses \pdfstringdef now must check, if it defines a string for some of the tained keys. If yes, then the call of \pdfstringdef should be preceded by \csname HyPsd@XeTeXBigCharstrue\endcsname. Example: package bookmark.

10 Limitations5

10.1 Wrapped/broken link support

Only few drivers support automatically wrapped/broken links, e.g. pdftex, dvipdfm, hypertex. Other drivers lack this feature, e.g. dvips, dvipsone.

Workarounds:

10.2 Links across pages

In general they have problems:

10.3 Footnotes

LaTeX allows the separation of the footnote mark and the footnote text (\footnotemark, \footnotetext). This interface might be enough for visual typesetting. But the relation between \footnotemark to \footnotetext is not as strong as \ref to \label. Therefore it is not clear in general which \footnotemark references which \footnotetext. But that is necessary to implement hyperlinking. Thus the implementation of hyperref does not support the optional argument of \footnotemark\verb and \footnotetext.

11 Hints6

11.1 Spaces in option values

Unhappily LaTeX strips spaces from options if they are given in \documentclass or \usepackage (or \RequirePackage), e.g.:

    \usepackage[pdfborder=0 0 1]{hyperref}

Package hyperref now gets

    pdfborder=001

and the result is an invalid PDF file. As workaround braces can be used:

    \usepackage[pdfborder={0 0 1}]{hyperref}

Some options can also be given in \hypersetup

    \hypersetup{pdfborder=0 0 1}

In \hypersetup the options are directly processed as key value options (see package keyval) without space stripping in the value part.

Alternatively, LaTeX’s option handling system can be adapted to key value options by one of the packages kvoptions-patch (from project kvoptions) or xkvltxp (from project xsetkeys).

11.2 Index with makeindex

11.3 Warning "bookmark level for unknown <foobar> defaults to 0"

Getting rid of it:

\makeatletter  
\providecommand*{\toclevel@<foobar>}{0}  
\makeatother

11.4 Link anchors in figures

The caption command increments the counter and here is the place where hyperref set the corresponding anchor. Unhappily the caption is set below the figure, so the figure is not visible if a link jumps to a figure. In this case, try package hypcap that implements a method to circumvent the problem.

11.5 Additional unicode characters in bookmarks and pdf information entries:

\documentclass[pdftex]{article}  
\usepackage[unicode]{hyperref}

Support for additional unicode characters:

Example: \.{a} and \d{a}

1. Get a list with unicode data, eg:

http://www.unicode.org/Public/UNIDATA/UnicodeData.txt

2. Identify the characters (\.{a}, \d{a}):

    0227;LATIN SMALL LETTER A WITH DOT ABOVE;...  
    1EA1;LATIN SMALL LETTER A WITH DOT BELOW;...

3. Calculate the octal code:

The first characters of the line in the file are hex values, convert each byte and prepend them with a backslash. (This will go into the PDF file.)

    0227 -> \002\047  
    1EA1 -> \036\241

4. Transform into a form understood by hyperref:

Hyperref must know where the first byte starts, this is marked by 9 (8 and 9 cannot occur in octal numbers):

    \002\047 -> \9002\047  
    \036\241 -> \9036\241

Optional: 8 is used for abbreviations:

    \900 = \80, \901 = \81, \902 = \82, ...  
 
    \9002\047 -> \82\047

5. Declare the character with LaTeX:

\DeclareTextCompositeCommand{\.}{PU}{a}{\82\047}  
\DeclareTextCompositeCommand{\d}{PU}{a}{\9036\241}  
 
\begin{document}  
\section{\={a}, \d{a}, \’{a}, \.{a}}  
\end{document}  
      

11.6 Footnotes

The footnote support is rather limited. It is beyond the scope to use \footnotemark and \footnotetext out of order or reusing \footnotemark. Here you can either disable hyperref’s footnote support by hyperfootnotes=false or fiddle with internal macros, nasty examples:

\documentclass{article}  
\usepackage{hyperref}  
\begin{document}  
Hello%  
\footnote{The first footnote}  
World%  
\addtocounter{footnote}{-1}%  
\addtocounter{Hfootnote}{-1}%  
\footnotemark.  
\end{document}  
 
  or  
 
\documentclass{article}  
 
\usepackage{hyperref}  
 
\begin{document}  
 
\makeatletter  
 
A%  
  \footnotemark  
  \let\saved@Href@A\Hy@footnote@currentHref  
  % remember link name  
B%  
  \footnotemark  
  \let\saved@Href@B\Hy@footnote@currentHref  
b%  
  \addtocounter{footnote}{-1}%  
  \addtocounter{Hfootnote}{-1}% generate the same anchor  
  \footnotemark  
C%  
  \footnotemark  
  \let\saved@Href@C\Hy@footnote@currentHref  
 
  \addtocounter{footnote}{-2}%  
  \let\Hy@footnote@currentHref\saved@Href@A  
\footnotetext{AAAA}%  
  \addtocounter{footnote}{1}%  
  \let\Hy@footnote@currentHref\saved@Href@B  
\footnotetext{BBBBB}%  
  \addtocounter{footnote}{1}%  
  \let\Hy@footnote@currentHref\saved@Href@C  
\footnotetext{CCCC}%  
 
\end{document}

11.7 Subordinate counters

Some counters do not have unique values and require the value of other counters to be unique. For example, sections or figures might be numbered within chapters or \newtheorem is used with an optional counter argument. Internally LaTeX uses \@addtoreset to reset a counter in dependency to another counter. Package hyperref hooks into \@addtoreset to catch this situation. Also \numberwithin of package amsmath is caught by hyperref.

However, if the definition of subordinate counters take place before hyperref is loaded, the old meaning of \@addtoreset is called without hyperref’s additions. Then the companion counter macro \theH<counter> can be redefined accordingly. Or move the definition of subordinate counters after hyperref is loaded.

Example for \newtheorem, problematic case:

    \newtheorem{corA}{CorollaryA}[section]  
    \usepackage{hyperref}

Solution a)

    \usepackage{hyperref}  
    \newtheorem{corA}{CorollaryA}[section}

Solution b)

    \newtheorem{corA}{CorollaryA}[section]  
    \usepackage{hyperref}  
    \newcommand*{\theHcorA}{\theHsection.\number\value{corA}}

12 History and acknowledgments

The original authors of hyperbasics.tex and hypertex.sty, from which this package descends, are Tanmoy Bhattacharya and Thorsten Ohl. Package hyperref started as a simple port of their work to LATEX2ε standards, but eventually I rewrote nearly everything, because I didn’t understand a lot of the original, and was only interested in getting it to work with LATEX. I would like to thank Arthur Smith, Tanmoy Bhattacharya, Mark Doyle, Paul Ginsparg, David Carlisle, T. V. Raman and Leslie Lamport for comments, requests, thoughts and code to get the package into its first useable state. Various other people are mentioned at the point in the source where I had to change the code in later versions because of problems they found.

Tanmoy found a great many of the bugs, and (even better) often provided fixes, which has made the package more robust. The days spent on RevTEX are entirely due to him! The investigations of Bill Moss into the later versions including native PDF support uncovered a good many bugs, and his testing is appreciated. Hans Hagen provided a lot of insight into PDF.

Berthold Horn provided help, encouragement and sponsorship for the dvipsone and dviwindo drivers. Sergey Lesenko provided the changes needed for dvipdf, and Hàn Thê´ Thành supplied all the information needed for pdftex. Patrick Daly kindly updated his natbib package to allow easy integration with hyperref. Michael Mehlich’s hyper package (developed in parallel with hyperref) showed me solutions for some problems. Hopefully the two packages will combine one day.

The forms creation section owes a great deal to: T. V. Raman, for encouragement, support and ideas; Thomas Merz, whose book Web Publishing with Acrobat/PDF provided crucial insights; D. P. Story, whose detailed article about pdfmarks and forms solved many practical problems; and Hans Hagen, who explained how to do it in pdftex.

Steve Peter recreated the manual source in July 2003 after it had been lost.

Especial extra thanks to David Carlisle for the backref module, the ps2pdf and dviwindo support, frequent general rewrites of my bad code, and for working on changes to the xr package to suit hyperref.

13 GNU Free Documentation License

Version 1.2, November 2002

Copyright © 2000,2001,2002 Free Software Foundation, Inc.
59 Temple Place, Suite 330, Boston, MA 02111-1307 USA
Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed.

Preamble

The purpose of this License is to make a manual, textbook, or other functional and useful document “free” in the sense of freedom: to assure everyone the effective freedom to copy and redistribute it, with or without modifying it, either commercially or noncommercially. Secondarily, this License preserves for the author and publisher a way to get credit for their work, while not being considered responsible for modifications made by others.

This License is a kind of “copyleft”, which means that derivative works of the document must themselves be free in the same sense. It complements the GNU General Public License, which is a copyleft license designed for free software.

We have designed this License in order to use it for manuals for free software, because free software needs free documentation: a free program should come with manuals providing the same freedoms that the software does. But this License is not limited to software manuals; it can be used for any textual work, regardless of subject matter or whether it is published as a printed book. We recommend this License principally for works whose purpose is instruction or reference.

13.1 Applicability and definitions

This License applies to any manual or other work, in any medium, that contains a notice placed by the copyright holder saying it can be distributed under the terms of this License. Such a notice grants a world-wide, royalty-free license, unlimited in duration, to use that work under the conditions stated herein. The “Document”, below, refers to any such manual or work. Any member of the public is a licensee, and is addressed as “you”. You accept the license if you copy, modify or distribute the work in a way requiring permission under copyright law.

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The Document may include Warranty Disclaimers next to the notice which states that this License applies to the Document. These Warranty Disclaimers are considered to be included by reference in this License, but only as regards disclaiming warranties: any other implication that these Warranty Disclaimers may have is void and has no effect on the meaning of this License.

13.2 Verbatim copying

You may copy and distribute the Document in any medium, either commercially or noncommercially, provided that this License, the copyright notices, and the license notice saying this License applies to the Document are reproduced in all copies, and that you add no other conditions whatsoever to those of this License. You may not use technical measures to obstruct or control the reading or further copying of the copies you make or distribute. However, you may accept compensation in exchange for copies. If you distribute a large enough number of copies you must also follow the conditions in section 13.3.

You may also lend copies, under the same conditions stated above, and you may publicly display copies.

13.3 Copying in quantity

If you publish printed copies (or copies in media that commonly have printed covers) of the Document, numbering more than 100, and the Document’s license notice requires Cover Texts, you must enclose the copies in covers that carry, clearly and legibly, all these Cover Texts: Front-Cover Texts on the front cover, and Back-Cover Texts on the back cover. Both covers must also clearly and legibly identify you as the publisher of these copies. The front cover must present the full title with all words of the title equally prominent and visible. You may add other material on the covers in addition. Copying with changes limited to the covers, as long as they preserve the title of the Document and satisfy these conditions, can be treated as verbatim copying in other respects.

If the required texts for either cover are too voluminous to fit legibly, you should put the first ones listed (as many as fit reasonably) on the actual cover, and continue the rest onto adjacent pages.

If you publish or distribute Opaque copies of the Document numbering more than 100, you must either include a machine-readable Transparent copy along with each Opaque copy, or state in or with each Opaque copy a computer-network location from which the general network-using public has access to download using public-standard network protocols a complete Transparent copy of the Document, free of added material. If you use the latter option, you must take reasonably prudent steps, when you begin distribution of Opaque copies in quantity, to ensure that this Transparent copy will remain thus accessible at the stated location until at least one year after the last time you distribute an Opaque copy (directly or through your agents or retailers) of that edition to the public.

It is requested, but not required, that you contact the authors of the Document well before redistributing any large number of copies, to give them a chance to provide you with an updated version of the Document.

13.4 Modifications

You may copy and distribute a Modified Version of the Document under the conditions of sections 13.2 and 13.3 above, provided that you release the Modified Version under precisely this License, with the Modified Version filling the role of the Document, thus licensing distribution and modification of the Modified Version to whoever possesses a copy of it. In addition, you must do these things in the Modified Version:

  1. Use in the Title Page (and on the covers, if any) a title distinct from that of the Document, and from those of previous versions (which should, if there were any, be listed in the History section of the Document). You may use the same title as a previous version if the original publisher of that version gives permission.
  2. List on the Title Page, as authors, one or more persons or entities responsible for authorship of the modifications in the Modified Version, together with at least five of the principal authors of the Document (all of its principal authors, if it has fewer than five), unless they release you from this requirement.
  3. State on the Title page the name of the publisher of the Modified Version, as the publisher.
  4. Preserve all the copyright notices of the Document.
  5. Add an appropriate copyright notice for your modifications adjacent to the other copyright notices.
  6. Include, immediately after the copyright notices, a license notice giving the public permission to use the Modified Version under the terms of this License, in the form shown in the Addendum below.
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  8. Include an unaltered copy of this License.
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If the Modified Version includes new front-matter sections or appendices that qualify as Secondary Sections and contain no material copied from the Document, you may at your option designate some or all of these sections as invariant. To do this, add their titles to the list of Invariant Sections in the Modified Version’s license notice. These titles must be distinct from any other section titles.

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13.5 Combining documents

You may combine the Document with other documents released under this License, under the terms defined in section 13.4 above for modified versions, provided that you include in the combination all of the Invariant Sections of all of the original documents, unmodified, and list them all as Invariant Sections of your combined work in its license notice, and that you preserve all their Warranty Disclaimers.

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In the combination, you must combine any sections Entitled “History” in the various original documents, forming one section Entitled “History”; likewise combine any sections Entitled “Acknowledgements”, and any sections Entitled “Dedications”. You must delete all sections Entitled “Endorsements”.

13.6 Collections of documents

You may make a collection consisting of the Document and other documents released under this License, and replace the individual copies of this License in the various documents with a single copy that is included in the collection, provided that you follow the rules of this License for verbatim copying of each of the documents in all other respects.

You may extract a single document from such a collection, and distribute it individually under this License, provided you insert a copy of this License into the extracted document, and follow this License in all other respects regarding verbatim copying of that document.

13.7 Aggregation with independent works

A compilation of the Document or its derivatives with other separate and independent documents or works, in or on a volume of a storage or distribution medium, is called an “aggregate” if the copyright resulting from the compilation is not used to limit the legal rights of the compilation’s users beyond what the individual works permit. When the Document is included in an aggregate, this License does not apply to the other works in the aggregate which are not themselves derivative works of the Document.

If the Cover Text requirement of section 13.3 is applicable to these copies of the Document, then if the Document is less than one half of the entire aggregate, the Document’s Cover Texts may be placed on covers that bracket the Document within the aggregate, or the electronic equivalent of covers if the Document is in electronic form. Otherwise they must appear on printed covers that bracket the whole aggregate.

13.8 Translation

Translation is considered a kind of modification, so you may distribute translations of the Document under the terms of section 13.4. Replacing Invariant Sections with translations requires special permission from their copyright holders, but you may include translations of some or all Invariant Sections in addition to the original versions of these Invariant Sections. You may include a translation of this License, and all the license notices in the Document, and any Warranty Disclaimers, provided that you also include the original English version of this License and the original versions of those notices and disclaimers. In case of a disagreement between the translation and the original version of this License or a notice or disclaimer, the original version will prevail.

If a section in the Document is Entitled “Acknowledgements”, “Dedications”, or “History”, the requirement (section 13.4) to Preserve its Title (section 13.1) will typically require changing the actual title.

13.9 Termination

You may not copy, modify, sublicense, or distribute the Document except as expressly provided for under this License. Any other attempt to copy, modify, sublicense or distribute the Document is void, and will automatically terminate your rights under this License. However, parties who have received copies, or rights, from you under this License will not have their licenses terminated so long as such parties remain in full compliance.

13.10 Future revisions of this license

The Free Software Foundation may publish new, revised versions of the GNU Free Documentation License from time to time. Such new versions will be similar in spirit to the present version, but may differ in detail to address new problems or concerns. See http://www.gnu.org/copyleft/.

Each version of the License is given a distinguishing version number. If the Document specifies that a particular numbered version of this License “or any later version” applies to it, you have the option of following the terms and conditions either of that specified version or of any later version that has been published (not as a draft) by the Free Software Foundation. If the Document does not specify a version number of this License, you may choose any version ever published (not as a draft) by the Free Software Foundation.

Addendum: how to use this license for your documents

To use this License in a document you have written, include a copy of the License in the document and put the following copyright and license notices just after the title page:

Copyright © YEAR YOUR NAME. Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of the license is included in the section entitled “GNU Free Documentation License”.

If you have Invariant Sections, Front-Cover Texts and Back-Cover Texts, replace the “with...Texts.” line with this:

with the Invariant Sections being LIST THEIR TITLES, with the Front-Cover Texts being LIST, and with the Back-Cover Texts being LIST.

If you have Invariant Sections without Cover Texts, or some other combination of the three, merge those two alternatives to suit the situation.

If your document contains nontrivial examples of program code, we recommend releasing these examples in parallel under your choice of free software license, such as the GNU General Public License, to permit their use in free software.