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% dimakos-greekinfo.tex
% run via XeLaTeX (see line 6 for use with LaTeX)
%
\documentclass[10pt,lettersize]{article}

%%% in case you run with LaTeX, comment out the following line
\usepackage{xltxtra}
%%% and uncomment the next two ones
%%%\def\XeTeX{Xe\-\TeX}
%%%\def\XeLaTeX{Xe\-\LaTeX}

\usepackage{graphicx}
\usepackage{mflogo}
\usepackage{url}
\def\luaTeX{lua\-\TeX}

\title{Twenty-five years of Greek \TeX ing\thanks{This paper was also published in \emph{Eutypon}, no. 32--33 (2014), pp. 25--34.}} 

\author{Ioannis Dimakos\thanks{University of Patras, Department of Primary Education, 
GR-265 04 Rio, Patras, Greece; email: \texttt{idimakos at upatras dot
  gr}.} and Dimitrios Filippou\thanks{Kato Gatzea, GR-373~00 Agria,
Volos, Greece; email: \texttt{dimitrios dot ap dot filippou at gmail
  dot com}.}}  

\date{30 November 2014}

\begin{document}
\maketitle
\begin{abstract}
\noindent
The present article is an updated view of all available tools (fonts,
systems and more) for typesetting Greek texts with \TeX\slash
\LaTeX. Unlike the early days of Greek \TeX\slash \LaTeX, when the
available tools were limited, users now have an abundance of tools
available to them. In addition, the emergence of  Unicode-aware
systems such as  \XeTeX\ and \luaTeX{} has allowed for a major
breakthrough in the world of \TeX: the use of Open\-Type and system
fonts (i.e., fonts used by the operating system of the computer) for
typesetting Greek texts.  
\end{abstract}

\bigskip

\section{Down history lane}
In 1994, the second author of the present article wrote a summary of
all tools available at that time for typesetting Greek texts with
\TeX\slash \LaTeX.  That document was posted in the newsgroup
\url{comp.text.tex}, and was immediately archived in {\small
  CTAN}~\cite{fili:comp}. A few months later, the same document found
its way in the newsletter of {\small NTG}, the Dutch {\small
  LUG}~\cite{fili:maps}. In the summer of  1996, the first author
wrote an updated summary of Greek \TeX\slash \LaTeX\
tools~\cite{dima:ctan}.  Twenty years later, it is high time we
produced an updated summary and review of the \emph{current} \TeX-like
tools available to those who wish to typeset nice Greek documents.   

Both reports followed the same format roughly and the presentation of
tools for Greek \TeX ing was divided into the following four sections: 
\begin{description}
\item [fonts] both freely available and commercial ones;
\item [systems] or packages containing Greek fonts, \TeX{} macros for
  Greek output, etc.; 
\item [help] available at the time over the Internet to \TeX\ users; and 
\item [future predictions] which called for a standardization of Greek
  \TeX\slash \LaTeX\ options including the New Font Selection System
  ({\small NFSS}), the introduction of more fonts, and more. 
\end{description}
Let us briefly remember what was available back then before we turn
our attention to the future. 

\subsection{Fonts}
Before the introduction of somehow comprehensive Greek \TeX\ systems,
fonts were the first area where big and exciting changes took
place. Naturally, the first Greek fonts were created by the Master
himself: Don Knuth. However, his fonts were to be used in \TeX's math
mode.  At that time, some \TeX{}ies prepared macros that allowed for
typesetting Greek texts using Knuth's math fonts. Hamilton Kelly went
one step further and made a set of Greek fonts by bringing Knuth's
lowercase Greek math characters to the upright
position~\cite{hami:ctan}. 

The first fonts for Greek text typesetting by \TeX{} those designed
more than 25 years ago by Sylvio Levy with
\MF~\cite{levy:tugb}. Because of encoding limitations and the lack of
widespread Greek keyboard availability, Levy had to use a
Latin-to-Greek transliteration scheme, with some very obvious
correspondances, e.g., \texttt{a} for \texttt{α}, \texttt{b} for
\texttt{β}), and some not so obvious ones, e.g., \texttt{j} for
\texttt{θ}, \texttt{q} for \texttt{χ}, \texttt{w} for \texttt{ω}
(although \texttt{w} resembles \texttt{ω} somewhat visually). Users
typed in \textit{Greeklish} and it took some time and a lot of
practice to read Greeklish input files. Especially, users who used
accents, breathing marks or other signs and symbols for multiaccent
(\emph{polytonic}) Ancient or Modern Greek produced an almost arcane
file for input and processing by \TeX\slash \LaTeX.  

The Levy fonts were drawn according to a historic Didot Greek font,
but following Computer Modern metrics.  They became the basis of other
Didot-like Greek fonts by
Haralambous~[\ref{hara:tugb1},\,\ref{hara:tugb2}], and  by
MacKay~\cite{mack:ctan}.  The latter had an encoding suitable for
input from the \emph{Thesaurus Lingu\ae{} Gr\ae c\ae}.  

Some non-Didot Greek fonts were also created at that time using
\MF{}. These included Malvern~\cite{dami:ctan}, a unique sans serif
which can be still seen on the cover of \emph{Eutypon},
Euclid~\cite{mylo:tugb}, a Times--Elsevier Greek font family never
released to the public, and \texttt{lbf}~\cite{fiel:ctan}, which was
based on a beautiful 18th century Bodoni Greek design but was released
only in 2005.  Each of these fonts used its own input Greeklish
(Latin-to-Greek) scheme, which made the use of other fonts in the same
document very difficult, if not impossible.  

\subsection{Systems}
Back then, when {\small PC}s were running on limited amounts of
{\small RAM}, had floppy disk drives, one processor (rather than
multiple cores), and {\small CPU} speed was measured in MHz (rather
than GHz), typesetting a Greek text was almost a Herculean Labour! The
limitations of the {\small ASCII} encoding and the lack of Greek
keyboards outside Greece made it almost impossible to type directy in
Greek and receive Greek output. Users had to employ various
transliteration coding schemes in order to achieve their goals.  

At that time, two separate and independent Greek\TeX\ systems were
made available. Both systems had their positive as well as negative
elements. Both systems were introduced almost simultaenously, had
almost the same name, but were geared for different types of users and
operating systems. Dryllerakis' Greek\TeX{} or \textsf{kdgreek}
system~\cite{dryl:ctan} was a set of \TeX{} macros and \MF{} fonts
created on a Unix platform and based on earlier work by
Levy~\cite{levy:tugb} and
Haralambous~[\ref{hara:tugb1},\,\ref{hara:tugb2}]. Separately,
Moschovakis produced a \textsf{greek\-tex} system for {\small PC}
systems running with the Greek version of {\small
  MS-DOS}~\cite{mosc:ctan}. Moschovakis' fonts were also based on
Levy's original \MF{} work.  Of course, these systems were not
equivalent as each had its own formatting macros and
fonts. Moschovakis' \textsf{greek\-tex} had some tranferability issues
between operating systems. Still, they served well many \TeX\ users
for several years. 

In perspective, \TeX ing in Greek depended primarily on the platform
one was using.  You opted for one of the two available systems, loaded
extra fonts, if the in-system fonts were not of your liking, and you
were ready to \TeX\ keeping in mind that the source code (your input
files) might be unreadable by other \TeX\ users who were not using the
same system like yourself. 

\subsection{Help needed}
Back then, the places to look for help were limited. There were two
main {\small USENET} newsgroups, \url{comp.text.tex} and
\url{comp.fonts} and some discussion lists, such as the venerable
\url{BIT.LISTSERV.HELLAS} (the major meeting point of Greeks abroad)
or the \texttt{ELLHNIKA} mailing list, which was set up specifically
for answering Greek \TeX\slash\LaTeX\ questions, but had very little
traffic.  

\subsection{Future as was seen back then}
In both the Filippou~[\ref{fili:comp},\,\ref{fili:maps}] and the
Dimakos~\cite{dima:ctan} reports, there were expectations that the new
\LaTeX\ scheme (at the time called \LaTeXe) would introduce the
{\small NFSS}, the ability to write in multiple languages using the
\textsf{babel} mechanisms, and other goodies. Dimakos~\cite{dima:ctan}
even reported that there was an initiative in Greece to establish a
local \TeX\ users group. Who would have thought that so many years
later, the Greek {\small LUG} would still be alive! 

That was roughly the world of Greek \TeX\slash \LaTeX\ back in the mid
1990s. Although the entire \TeX\slash\LaTeX\ ecosystem was not
\emph{old} or dated, some limitations had started to show, primarily
in the area of truly multilingual inputing and file preparation. Mind
you, some projects were already set up to explore the issue and were
indeed the forerunners of today's system. One of these systems was
called~Ω (Omega), the brain child of Haralambous and Plaice. (A
version of~Ω was presented by its creators in one of the early issues
of \emph{Eutypon}~\cite{hara:euty}.) 


\section{From the \texttt{cb} fonts to Unicode-aware machines}

So, what has happened between 1996 and 2015? Well, the changes have
been phenomenal. One might even argue that \TeX\slash\LaTeX\ has taken
a new life with the introduction of new \emph{machines}, new
encodings, and new Greek fonts, of course. But, let us begin with the
latter: the introduction of new font families, which can all be found
in the \url{/fonts/greek} directory of any {\small CTAN} node. 

\subsection{New fonts} 

\paragraph{CB fonts} Following the early fonts by Levy and their
derivatives included in Dryllerakis' and Moschovakis' systems, the
first truly ``new'' fonts were the {\small CB} font family designed
and implemented by Beccari~[\ref{becc:ctan}--\ref{becc:tugb2}]. These
fonts were originally written in \MF, and they included several
variants---Leipzig-like Greek italics, sans serifs, monospace
(typewriter), small caps, etc.---in all \TeX\slash\LaTeX{} typical
sizes. Samples of selected {\small CB} fonts are shown in Figure~1.   

The {\small CB} fonts were quickly converted to Type1, and became the
\emph{de facto} standard font family in the world of Greek \TeX
ing. They were used for several years in \emph{Eutypon}, and they
still are the default Greek fonts of \textsf{babel}. Later they were
also integrated into Open\-Type fonts of the Computer Modern Unicode
({\small CMU}) bundle~\cite{cmun:ctan}. Syropoulos has also integrated
some of Beccari's CB fonts into an Open\-Type monospace font
family~\cite{syro:umty}.   

\paragraph{Kerkis} This is another family of beautiful Greek font
created by Tsolomytis~\cite{tsol:tugb}. The serif version is based on
Bookman, while the accompanying sans serif font is based on Avant
Garde (Figure~1). In addition to Type1, Tso\-lo\-my\-tis produced
versions of the fonts in True\-Type and Open\-Type formats to be used
beyond \TeX\slash\LaTeX~\cite{tsol:kerk}. 

\paragraph{Greek Font Society} Perhaps the biggest contributor and a
rather late entry into the game has been the Greek Font Society
({\small GFS}).  Since 2005, {\small GFS} offers for free a large
selection of Greek font families for both \TeX\slash \LaTeX\ systems
and in Open\-Type form. On its website
(\url{http://www.greekfontsociety.gr}), interested users can find
fonts like {\small GFS} Didot (a modern Didot-like variant), {\small
  GFS} Porson, {\small GFS} Neohellenic, and
more. Tsolomytis~\cite{tsol:labo} has created Type1 versions of most
of {\small GFS} fonts for use with \textsf{babel} (Figure~1). 

\paragraph{Other options} The {\small CTAN} directory available at
\url{http://www.ctan.org/tex-archive/fonts/greek} is the place to look
for a few more fonts available in \MF{} or Type1 formats. However, as
will be seen later in this report, currently available \TeX\ machines
have already made these fonts rather obsolete. 

\begin{figure}
\begin{center}
\includegraphics[width=\textwidth]{gr-font-samples.pdf}
\end{center}
\caption{Samples of selected Greek fonts available to
  \TeX\slash\LaTeX{} users starting from 1998. All these fonts exist
  in Type1 and True\-type\slash Open\-Type formats. The verses from
  Homer's \emph{Odyssey} were typeset at 10\,pt with 12\,pt leading.} 
\end{figure}

\subsection{Working with the old encoding}
As mentioned above, the old Latin-to-Greek transliteration scheme that
Sylvio Levy used with his fonts was subsequently adopted by
Haralambous, Dryllerakis and Beccari in their respective
fonts. Beccari's character positioning in his Greek fonts became the
\emph{de facto} ``Local Greek'' encoding, now known as \texttt{LGR},
and the {\small CB} bundle became the basic font set of the
\texttt{greek} option of \textsf{babel}.   

Syropoulos was the maintainer of the \texttt{greek} option of
\textsf{babel} for several years (and he also contributed in code and
fonts for other texts as well~[\ref{syro:tugb1},\,\ref{syro:tugb2}]).
Starting from earlier work by Haralambous and Beccari, Filippou
created complete sets of LGR-encoded hyphenation patterns for Ancient
and Modern Greek~[\ref{fili:ctan},\,\ref{fili:hyph}].  

Since 2013, Milde~\cite{mild:ctan1} has taken over the maintenance of
the \texttt{greek} option of \textsf{babel}. So it is still possible
to use \LaTeX\ with the {\small LGR} encoding. The obvious advantage
of this approach is backwards compatibility, i.e., one can still
continue using its old Greek \TeX\ texts.  However, as already said,
writing Greeklish to typeset multiaccent Greek texts (such as in
Ancient Greek) makes the input almost unreadable.   

\subsection{Typing Greek for Greek}

\subsubsection{The pre-Unicode way}
In 1993, the \textsf{inputenc} package appeared to make life easier
for those who wanted to input directly accentuated Latin characters
like \emph{\'a}, \emph{\v a}, etc. without having to type commands
\verb+\'a+, \verb+\v{a}+, etc. Around 1998, Syropoulos created the
\texttt{iso-8859-7} option of \textsf{inputenc} so as to allow for
direct input of uniaccent (\emph{monotonic}) Modern Greek. Of course,
users had to employ also the \textsf{babel} package, which loaded the
necessary language hyphenation patterns and macros. Writing
multilingual texts required switching from one language to the other
using commands such as 
\begin{verbatim}
\selectlanguage{...}
\end{verbatim}

Needless to say such an approach complicated the use of multilingual
bibliography sections, indexing and other language-specific sections
of a text. At that time, it was still possible to go the {\small
  DVI}-to-{\small PS} and {\small PS}-to-{\small PDF} way of producing
output, although the introduction of pdf\TeX\ helped in making things
just a little bit faster.   

All these changed when the {\small UTF}-8 (Unicode) encoding started
surpassing the {\small ISO}-8859-7 and other encodings as the
``go-to'' choice of \LaTeX\ users. 

\subsubsection{The Unicode way}
The introduction of the Unicode encoding ({\small UTF}-8) allowed the
typing of ``foreign'' characters beyond the 127 characters of the old
{\small ASCII}, or the 256 characters of the extended {\small ASCII}s
({\small ISO}-8859-7, etc.). Actually, there are two ways to type
Greek texts:  
\begin{itemize}
\item[(i)] using the combination of \textsf{babel} and \textsf{inputenc} with the \texttt{utf8} or \texttt{utf8x} options, or 
\item[(ii)] using a Unicode-aware machine such \XeTeX{} or \luaTeX.
\end{itemize}

\paragraph{The new old way}
Milde~[\ref{mild:ctan2},\,\ref{mild:ctan3}] has gone to great lengthts
to provide {\small UTF}-8 support for the Greek script based on
\emph{\LaTeX{} internal character representation} macros ({\small
  LICR}). These macros are contained in a file named
\texttt{lgrenc.dfu} and map all Greek characters onto a set of
\LaTeX{} internal commands such as: 
\begin{verbatim}
\DeclareUnicodeCharacter{03B1}{\textalpha} % lowerecase alpha 
...
\DeclareUnicodeCharacter{1F00}{\accpsili\textalpha} % lowercase alpha + psili
...
\end{verbatim}
A \LaTeX{} user does not have to bother with the {\small LCIR}s. All
he\slash she has to do is to include in his\slash her preamble the
following lines: 
\begin{verbatim}
\usepackage[LGR,T1]{fontenc}
\usepackage[utf8]{inputenc}
\usepackage[greek,english]{babel}
\end{verbatim}

The package \textsf{inputenc}, with the \texttt{utf-8} option, is for
the recognition of Unicode Greek input (in general of any {\small
  UTF}-8 encoded input). The package \textsf{fontspec}, with the
\texttt{LGR} and \texttt{T1} options, ensures proper hyphenation and
proper Greek\slash Latin encoding of the output file ({\small DVI},
{\small PS} or {\small PDF}).  

This approach is useful if one has a large library of old files to
input although some re-encoding and conversion may be required (e.g.,
the Greek question mark~\texttt{;} is mapped onto the Greek
semicolon~\texttt{\raisebox{.8ex}{.}}). The user is also limited to
\MF{} or Type1 Greek fonts, which are not so many. 

\paragraph{The totally new way}
The introduction of Unicode-aware machines like \XeTeX{} and \luaTeX{}
changed the game completely.  Here was the opportunity to truly type
directly in Greek and in any other language with no need to
\emph{switch} input encodings, or to set the language one way or
another. Users can type their texts in any language they want and the
system will take care of all the other details. Of course, it is
necessary to declare the language and the font families that will be
used in the text to be produced. This adds extra flexibility because
it allows users to request multiple fonts and even specify specific
fonts for specific needs. 

Also important is the fact that \XeTeX{} and \luaTeX{} are able to
access the system fonts available to the user. So, users are not
limited to the Greek Type1 fonts available via the {\small CTAN}, but
can have access to all varieties of True\-Type or Open\-Type fonts
there are. 

Syropoulos was the first to create a small package called
\textsf{xgreek}, with some useful \XeLaTeX{} macros for typesetting
Greek texts with \XeLaTeX~\cite{syro:ctan}. The package
\textsf{polyglossia} followed as potential replacement of
\textsf{babel} for typesetting multilingual texts with \XeLaTeX{} or
lua\-\LaTeX~\cite{char:ctan}. Filippou's Greek hyphenation patterns
were converted into Unicode encoding and they are included in all
standard \TeX{} distributions---thus they can be used directly by
\XeTeX{} or \luaTeX{}. 

\subsection{Asking for help}
Are there still newsgroups in operation? Is there a {\small USENET}
anymore? In fact {\small USENET} is still alive as ``Google Groups,''
but who needs all these relics when the answer is just a few
keystrokes away from the nearest available Google screen? 

Beyond Google, there are multiple sources of help available to the new
or the seasoned user. The dedicated site \url{tex.stackexchange.com}
provides answers to all kinds of \TeX\slash\LaTeX{} questions. As
always, questions and the answers they get vary from the very
simplistic to the overly esoteric. Still, it is an excellent site to
turn to for suggestions. 

Another option is the {\small CTAN} itself. Now, the {\small CTAN} has
its own web (\texttt{http}) rather than \texttt{ftp} interface and
allows for easier access to files, {\small FAQ}s, documentation and so
on. 

Finally, there are now dozens of local and national \TeX\ users's
groups which have their own online presence. In our case,
$*\epsilon\phi\tau*$, the Greek {\small LUG} publishes a small journal
called \emph{Eutypon} and has a dedicated website available at
\url{www.eutypon.gr}. In addition, several books have become available
documenting and explaining in Greek \TeX\ and its many derivatives. 

\section{The future}
Looking back to so many years of progress, one can say that the entire
\TeX\ ecosystem has evolved and has adapted to a multilingual
world. Still, there is work to be done, new fonts to be included, new
hyphenation patterns to be added for mixed LGR and Unicode input,
etc.\ in order to make Greek typesetting an even better experience. 

\begin{thebibliography}{00}
\bibitem{fili:comp} D. Filippou, ``Typesetting Greek texts by \TeX\
  and \LaTeX; a summary of all tools available.'' Posted on
  \url{comp.text.tex}, Jan. 30, 1994. URL:
  \url{http://www.ctan.org/info/greek/greek.faq}.  \label{fili:comp} 

\bibitem{fili:maps} D. Filippou, ``Typesetting Greek texts by \TeX\
  and \LaTeX.'' \textit{MAPS}, no. 12 (1994), pp. 93--96. URL:
  \url{http://www.ntg.nl/maps/12/23.pdf}. \label{fili:maps}  

\bibitem{dima:ctan} I. Dimakos, ``It's all Greek\TeX\ to me: An
  updated summary of all available \TeX\ and \LaTeX\ tools.'' Aug. 28,
  1996. URL:
  \url{http://www.ctan.org/tex-archive/info/greek/greekinf2.ltx}. 

\bibitem{hami:ctan} B. Hamilton Kelly, ``\texttt{kelly-greek-font} --
  Simple fonts for Greek.'' Sept. 14, 1988. URL:
  \url{http://www.ctan.org/pkg/kelly-greek-font}. 

\bibitem{levy:tugb} S. Levy, ``Using Greek fonts with \TeX.''
  \textit{TUG\-boat}, vol.~9 (1988), pp. 20--24. URL:
  \url{http://www.tug.org/TUGboat/tb09-1/tb20levy.pdf}.  

\bibitem{hara:tugb1} Y. Haralambous and K. Thull, ``Typesetting Modern
  Greek with 128 character codes.'' \textit{TUG\-boat}, vol.~10
  (1989), pp. 354--359. URL:
  \url{http://www.tug.org/TUGboat/tb10-3/tb25hara-greek.pdf}. \label{hara:tugb1} 

\bibitem{hara:tugb2} Y. Haralambous, ``On \TeX{} and Greek\ldots.''
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\end{thebibliography}
\noindent
All URL links were accessed and verified on Oct. 10, 2014. 

\end{document}