path: root/macros/latex/contrib/isomath/isomath.txt

.. -*- rst-mode -*-

isomath
*******
Mathematical style for science and technology
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

:Author:    Günter Milde
:Date:      2012-09-10
:Copyright: © 2008, 2012 Günter Milde
:Licence:   This work may be distributed and/or modified under the
            conditions of the `LaTeX Project Public License`_, either
            version 1.3 of this license or (at your option) any later version.

:Abstract: The `isomath` package provides tools for a mathematical style
           that conforms to the International Standard ISO 80000-2 and is
           common in science and technology. It changes the default shape of
           capital Greek letters to italic, sets up bold italic and
           sans-serif bold italic math alphabets with Latin and Greek
           characters, and defines macros for markup of vector, matrix and
           tensor symbols.

.. contents:: :depth: 2
.. sectnum::


Features
--------

.. How do you write the stress tensor ``$\sigma$`` in a
   *sans-serif bold italic* typeface, as recommended by [typefaces]_?

In their style guides, e. g. [typefaces]_, [checklist]_, [SI]_,
[fonts_for_symbols]_, [Red-Book]_, [Green-Book]_, many international
scientific organisations recommend layout rules for mathematics in line with
the International Standard [ISO-80000-2]_.

.. admonition:: International standard layout rules

  * The overall rule is that symbols representing physical quantities
    (or variables) are italic, but symbols representing units, or
    labels, are roman.
  
  * Symbols for vectors and matrices are bold italic, symbols for tensors
    are sans-serif bold italic.
  
  * The above rules apply equally to letter symbols from the Greek and the
    Latin alphabet.

.. The recommendations in this standard are intended mainly for use in the
   natural sciences and technology, but also apply to other areas where
   mathematics is used.

TeX's default mathematical style deviates from this rules in several
points:

* Capital Greek letters default to upright shape,

* small Greek letters are excluded from font changes with the `math
  alphabet`_ commands, and

* the ``\vec`` command produces an arrow accent.


The `isomath` package implements an `“ISO” math style`_, provides `new math
alphabets`_ with *bold italic* and *sans-serif bold italic* type and macros
for `semantic markup`_ of vector, matrix and tensor symbols. It can be
combined with most packages for mathematical typesetting (see
`<isomath-test.tex>`_ and the sections on alternatives_ and conflicts_).


“ISO” math style
~~~~~~~~~~~~~~~~

Isomath builds on the package fixmath_ by Walter Schmidt to change the
default mathematics layout to the “ISO” `math style`_:

+ Capital Greek letters are typeset in italic shape by default.

+ Both, Greek and Latin letters change shape if a different
  `math alphabet`_ is used.

.. Caution::

  Be careful with Greek letters in the argument of ``\mathit``, ``\mathrm``,
  ``\mathbf``, ``\mathsf``, and ``\mathtt``. By default, these `math
  alphabets`_ use text fonts. Fonts in OT1 text font encoding have capital
  (but not small) Greek letters at the expected places, T1 encoded text fonts
  have no Greek letters at all.

  See the examples_ section on `how to get upright small Greek letters`_ in
  mathematical context.


New math alphabets
~~~~~~~~~~~~~~~~~~
`Isomath` defines the new `math alphabets`_:

.. class:: borderless

===============  ======================  =================================
``\mathbfit``    boldface italic         vector and matrix symbols
``\mathsfit``    sans-serif italic       optional (see OMLmath*_ options)
``\mathsfbfit``  sans-serif bold italic  tensor symbols
===============  ======================  =================================

For compatibility with earlier versions and `related packages`_, the
new math alphabets are also available under the aliases
``\mathbold``, ``\mathsans``, and ``\mathboldsans``.

The rmdefault_ and sfdefault_ options_ set the font family used for
these alphabets.

.. Caution::

  Using the new math alphabets for numbers can result in upright old-style
  numbers instead of italic ones, because some italic math fonts (e. g.,
  ``cmr``, ``cmbr``) contain old-style in place of italic digits.


Semantic markup
~~~~~~~~~~~~~~~
The following commands set the argument in an ISO-conforming `math alphabet`_:

.. class:: borderless

==========================  ========================================
``\vectorsym, \matrixsym``  bold italic for Greek and Latin letters,
                            bold upright for numbers

``\tensorsym``              sans-serif bold italic
==========================  ========================================


Usage
-----

Make sure that LaTeX can find ``isomath.sty`` and load it with::

  \usepackage{isomath}

Optionally redefine the standard vector macro ``\vec``::

  \renewcommand{\vec}{\vectorsym}

(see also Options_, Examples_, and isomath-test.tex_).

Options
~~~~~~~

rmdefault
'''''''''
Family for serif math fonts (``\mathrm``, ``\mathbf``, ``\mathit``,
``\mathbfit``).  The default is to use the corresponding text font
family (the value of ``\rmdefault``). The font must be available in
`OML font encoding`_ (cf. `Table 3`_).


sfdefault
'''''''''
Family for sans-serif math fonts. The default is ``cmbr`` because most
sans-serif fonts define the Computer Roman font `cmm` as OML substitution
(see `Table 4`_).

There are only few sans serif fonts in `OML font encoding`_:

.. class:: borderless

========== =========== =====================================================
Name       Package     Comment
========== =========== =====================================================
``cmbr``   cmbright_   `Computer Modern Bright`, bitmap, slightly lighter
                       than cmss (Type 1 fonts with hfbright_)
``fav``    arev_       `Arev` (`Vera Sans`), large x-height
``hvm``    hvmath_     `Helvetica Math`, commercial, free bitmap version
``iwona``  iwona_      `Iwona`, humanistic sans serif,
                       some shapes very similar to roman
``jkpss``  kpfonts_    `Kepler Sans`, quite light
``llcmss`` lxfonts_    `LX Fonts`, “slide fonts”, very wide, large x-height
========== =========== =====================================================


scaled
''''''
To improve the chances of finding a matching sans serif math font, the
fonts ``fav``, ``iwona``, ``jkpss``, and ``llcmss`` can be scaled with the
``scaled`` option (cf. Examples_). For other fonts, the option is ignored.


reuseMathAlphabets
''''''''''''''''''
The definition of new math alphabets can lead to a “`too many math
alphabets used in version normal`_” error. As a workaround, this
option tells `isomath` to re-use the existing ``\mathbf`` and
``\mathsf`` alphabets for italic bold and sans-serif bold. [#]_

.. [#] To access the upright shapes, the corresponding ``\textbf`` and
   ``\textsf`` commands might be used. Watch for side-effects, as these
   commands switch to text mode so that the font settings in the embedding
   text apply.

.. _OMLmath*:

OMLmathrm, OMLmathbf, OMLmathsf, OMLmathsfit, OMLmathtt
'''''''''''''''''''''''''''''''''''''''''''''''''''''''

The ``OMLmath*`` options bind the corresponding ``\math*`` command to an
OML-encoded font.

The ``\mathsfit`` alphabet is not required for ISO conforming mathematical
layout and therefore only defined if the ``OMLmathsfit`` argument is used.

The predefined `math alphabets`_ ``\mathrm``, ``\mathbf``, and ``\mathtt``
use OT1 encoded text fonts with ligatures and accents in place of the small
Greek letters. The ``OMLmath*`` options enable the use of small Greek
letters in `math alphabet`_ commands, e. g. ``\mathrm{\pi}``, if the
corresponding font is available in `OML font encoding`_. `Table 3`_ lists
font families supporting the OML encoding.

.. caution::

  If no matching OML encoded font is found, LaTeX's substitute mechanism
  selects a font with different font attributes (for all letters, not only
  Greek). Currently, only the mathdesign_ package provides upright fonts in
  OML encoding. Many font packages define an *italic* font as OML substitute
  for roman fonts.

  With some packages, these options can result in a “`too many math
  alphabets used in version normal`_” error.


Examples
~~~~~~~~

* Use scaled arev_ fonts for the sans serif math alphabets
  (adapt the scaling factor to your needs)::

    \usepackage[sfdefault=fav,scaled=0.875]{isomath}

* Define the ``\mathsfit`` sans-serif italic math alphabet::

    \usepackage[OMLmathsfit]{isomath}


* The ``\mathbfit`` and ``\mathsfbfit`` alphabets do not have a different
  weight in the ``bold`` `math version`_ because the number of LaTeX math
  fonts providing `extrabold` or `ultrabold` series is negligible.

  As a workaround, use the heavier arev_ font, scaled to 0,875, in the
  bold version of ``\mathsfbfit``::

    \usepackage{isomath}
    \DeclareFontShape{OML}{fav}{bx}{it}{<-> s * [0.875] zavmbi7m}{}
    \SetMathAlphabet{\mathsfbfit}{bold}{OML}{fav}{bx}{it}

See also the `isomath-test.tex`_ test document.


How to get upright small Greek letters
''''''''''''''''''''''''''''''''''''''

Of the following methods, only the first requires `isomath`:

a) Use `isomath` and the mathdesign_ package::

     \usepackage[utopia]{mathdesign}
     \usepackage[OMLmathrm,OMLmathbf]{isomath}

   Now, e. g., ``\mathrm{\pi}`` and ``\mathbf{\pi}`` work as
   expected.

b) To get upright small Greek letters without affecting other fonts,
   set the math alphabet manually to one of the three mathdesign_
   fonts, e. g.::

     \SetMathAlphabet{\mathbf}{normal}{OML}{mdput}{b}{n}

   (check if the letter shapes match with the rest of the document).

c) Use a package that provides macros for upright Greek letters
   in math mode:

   .. class:: borderless

   =============  =====================================
   fourier_       ``\otheralpha ... \otherOmega``
   kpfonts_       ``\alphaup ... \Omegaup``
   mathdesign_    ``\alphaup ... \Omegaup``
   upgreek_       ``\upalpha ... \upOmega``
   =============  =====================================

d) Use an upright text character (requires a matching LGR-encoded
   Greek text font). The following lines redefine ``\pi`` to set
   the mathematical constant pi upright::

    \usepackage[LGR,T1]{fontenc}
    \usepackage[greek,british]{babel}
    \usepackage{amsmath}
    \let\mathpi\pi
    \renewcommand{\pi}{\text{\textrm{\greektext p }}}

e) Use the text character with the `alphabeta` package from the lgrx_
   bundle::

    \usepackage{amsmath}
    \usepackage{alphabeta}

   and in the body ::

    $ u = 2 \text{\pi} r $


Related packages
----------------

Requirements
~~~~~~~~~~~~

fixmath_
  by Walter Schmidt defines Greek letters as alphabetic symbols.

kvoptions_
  by Heiko Oberdiek facilitates the setup of package options
  and provides a key=value interface (based on keyval_).


Recommendations
~~~~~~~~~~~~~~~

cmbright_
  by Walter Schmidt provides sans serif and sans-serif bold fonts
  for the ``\mathsfit`` and ``\mathsfbfit`` alphabets that match
  with Computer Modern and derivatives. Free Type 1 versions of the
  fonts are provided by hfbright_.

arev_
  by Stephen Hartke provides the not-so-light `Arev` sans serif font
  with letters that are clearly distinguishable from the roman or
  italic counterparts (important if used to distinguish vectors and
  tensors).

  `Arev` has a large x-height. For many fonts, either small or capital
  letters will not match in size.


Alternatives
~~~~~~~~~~~~

The TUGboat article by Claudio Beccari [becc97]_ discusses tricks and
commands for physicists and engineers in order to satisfy the international
regulations and to distinguish similar symbols with different meanings.

See `Table 2`_ for other packages that implement the “ISO” `math style`_ and
`Table 6`_ for packages that provide bold italic math fonts.

`“In-line math versions”`_
  can be used as ISO-conforming replacement for ``\vec``:

  * ``\bm`` from the `bm`_ package. Combining `bm` and `isomath` may
    lead to the `too many math alphabets used in version normal`_ error.

  * ``\boldsymbol`` from `amsbsy`_ (part of `amsmath`_, the
    near-indispensable adjunct to serious mathematical typesetting in
    LaTeX),

amsmath_
  provides the command ``\text``, that can be used to get, e. g., upright or
  sans-serif bold italic Greek symbols from a text font into a formula (see
  `How to get upright small Greek letters`_).

unicode-math_
  for XeTeX and LuaTeX allows mathematical typesetting using OpenType
  math fonts. It supports the “ISO” `math style`_ and all mathematical
  characters in the Unicode standard.

  `unicode-math` cannot be used together with `isomath`. It can, however,
  replace all of isomath's functionality. See the discussion of `the
  unicode-math package`_ below.


Conflicts
~~~~~~~~~

“_`too many math alphabets used in version normal`”
  This error occurs if the combination of packages tries to load more
  than 16 fonts into the ``normal`` `math version`_.

  `Isomath` can reduce the number of math alphabet definitions with the
  reuseMathAlphabets_ option (see there for side-effects).

  Examples for problematic combinations:

  + The `kpfonts`_, `pxfonts`_, and `txfonts`_ packages define many
    additional math alphabets (`kpfonts` works with `isomath`, if
    it is loaded with ``\usepackage[nomathscript]{kpfonts}``).

  + The `bm`_ package normally allocates several symbol fonts for bold
    and heavy fonts. Their number can be customised by defining
    ``\bmmax`` and ``\hmmax`` before loading the package.

fourier_
  provides upright and italic Greek letters, but uses non-standard
  math font encodings. It cannot be used with `isomath`.

  However, it is possible to use the non-alphanumeric symbols from
  `fourier`_ together with math alphabets from another package, e.g
  `mathdesign`_::

         \usepackage{fourier}
         \usepackage[OMLmathbf,rmdefault=mdput,
                     sfdefault=arev,scaled=0.85]{isomath}

sansmath_
  defines a ``sans`` `math version`_ using **text** fonts in OT1 or T1 font
  encoding. As fixmath/isomath expect math fonts in `OML font encoding`_,
  Greek letters will not work inside the ``sans`` math version defined by
  sansmath.


Background
----------

This section discusses LaTeX `math font selection`_, the `OML font
encoding`_, and the relation of LaTeX and `Unicode mathematical
typesetting`_.


Math font selection
~~~~~~~~~~~~~~~~~~~

There are three complementary methods to set font attributes in LaTeX
math mode: `LaTeX 2e font selection` [fntguide]_ describes `math
alphabets`_ and `math versions`_, several extension packages
provide alternative `math styles`_.

.. _math alphabet:

Math alphabets
''''''''''''''

TeX's *math alphabets* correspond to the `mathematical alphanumeric
symbols`_ block in Unicode. Both are “to be used for mathematical
variables where style variations are important semantically”.
The font guide [fntguide]_ defines in
section 3:

  Some math fonts are selected explicitly by one-argument commands
  such as ``\mathsf{max}`` or ``\mathbf{vec}``; such fonts are called
  *math alphabets*.

  Math fonts [...] have the same five attributes as text fonts:
  encoding, family, series, shape and size. However, there are no
  commands that allow the attributes to be individually changed.
  Instead, the conversion from math fonts to these five attributes is
  controlled by the `math version`_.

  The _`predefined math alphabets` are:

  .. class:: borderless

  =================  ===============
  ``\mathnormal``     default [#mathnormal]_
  ``\mathrm``         roman [#roman]_
  ``\mathbf``         bold roman
  ``\mathsf``         sans serif
  ``\mathit``         text italic
  ``\mathtt``         typewriter
  ``\mathcal``        calligraphic
  =================  ===============

.. [#mathnormal] ``\mathnormal`` is used by default for alphanumeric
   characters in math mode. It sets the letter shape according to
   character class and `math style`_. (`Table 1`_ shows the default
   letter shapes for common math styles).

.. [#roman] The specifier “roman” is ambiguous: roman shape
   stands for *upright*, while roman type stands for *serif* (as
   opposed to sans serif).

Many packages define additional math alphabets (cf. `Table 6`_).

In contrast to the similar named text commands, math alphabets are
*not* orthogonal, e. g., the code ``$\mathit{\mathbf{a}}$`` sets the
letter ``a`` in **upright** bold type.


.. _math version:

Math versions
'''''''''''''

*Math versions* specify the mapping from commands for mathematical
symbols and `math alphabets`_ to a set of mathematical fonts [#]_.
They are intended for mathematical content in a special context like a
bold section heading. Selecting a math version resembles
the individual selection of text font attributes.

Example:
  Some alternatives to set the letter ``a`` in a bold upright sans-serif
  font:

  .. class:: borderless

  ============================  ===================================
  Text                          Math
  ============================  ===================================
  ``\textbf{\textsf{a}}``       ``$\bm{\mathsf{a}}$``
  ``\bfseries \textsf{a}``      ``\mathversion{bold} $\mathsf{a}$``
  ``\bfseries \sffamily a``     ``$\mathsfbf{a}$``
  ============================  ===================================


The predefined math versions are ``normal`` and ``bold`` with the
following defaults for non-specified font attributes:

.. class:: borderless

=========  ==========  ========
attribute  ``normal``  ``bold``
=========  ==========  ========
*type*     serif       serif
*weight*   medium      bold
*shape*    upright     upright
=========  ==========  ========

Packages can define additional math versions, e. g., the kpfonts_ package
defines a ``sans`` math version (another ``sans`` math version example is
available from a `comp.text.tex post``__) and the wrisym_ package defines a
``mono`` math version.

__ http://newsgroups.derkeiler.com/Archive/Comp/comp.text.tex/2007-09/msg00181.html

Math versions can only be changed outside of math mode. The commands
``\boldsymbol`` (amsmath_) and ``\bm`` (bm_) behave like _`“in-line
math versions”`: they typeset their argument using the fonts of the
``bold`` math version but can be used inside math mode.

.. [#] The number of mathematical symbols exceeds the maximal number of
   characters in a TeX font file by an order of magnitude: Unicode
   defines about 2500 mathematical characters [tr25]_, font files used by
   8-bit TeX engines are limited to 256 characters. The standard math
   fonts adhere to the original limit of 128 characters. Grouping math
   fonts with common characteristics in math versions simplifies the
   setting of font attributes for mathematical expressions. TeX limits
   the number of (symbol + alphanumeric) fonts per math version to 16.


.. _math style:

Math styles
'''''''''''

A *math style* is a document-level feature that determines the default
letter shape in math mode (i. e. the shape attribute of letters in the
``\mathnormal`` `math alphabet`_). [#]_
LaTeX defaults to the “TeX” math style (without naming it such).
Alternative math styles are introduced by extension packages
(`Table 2`_).

.. [#] The ``math-style`` option of unicode-math_ changes also the shape
   attribute of other math alphabets (see also section
   `the unicode-math package`_).

.. _ Table 1:

.. table:: Default letter shapes for common math styles

  ============  =======  =======  =======  =======
  math style    latin    Latin    greek    Greek
  ============  =======  =======  =======  =======
  TeX           it       it       it       up
  ISO           it       it       it       it
  French        it       up       up       up
  upright       up       up       up       up
  ============  =======  =======  =======  =======


.. _Table 2:

.. table:: Packages providing alternative math styles

  ============  =============  ==================================
  math style    Package        Option(s)
  ============  =============  ==================================
  ISO           fixmath_
  ..            isomath
  ..            kpfonts_       slantedGreeks
  ..            lucimatx_      math-style=iso
  ..            mathdesign_    greekuppercase=italicized
  ..            mathpazo_      slantedGreek
  ..            mathptmx_      slantedGreek
  ..            unicode-math_  math-style=ISO

  French        fourier_       upright
  ..            kpfonts_       frenchstyle (or upright)
  ..            lucimatx_      math-style=french
  ..            mathdesign_    uppercase=upright, greeklowercase=upright
  ..            unicode-math_  math-style=french

  upright       eulervm_
  ..            lucimatx_      math-style=upright
  ..            unicode-math_  math-style=upright
  ============  =============  ==================================


OML font encoding
~~~~~~~~~~~~~~~~~

The equal treatment of Latin and Greek letters in the `“ISO” math
style`_ is best achieved with a font that contains all required
letters in one file.

There is only one established LaTeX font encoding that contains Latin and
Greek letters, the `OML font encoding`_. The standard Greek font
encoding `T7` is just a “reserved name” and the de-facto standard
Greek text font encoding `LGR` has no Latin letters. Unfortunately,
`OML support`_ is limited to a few (mostly italic) fonts.

Discussion
''''''''''

The `LaTeX font encodings` guide [encguide]_ names the OML encoding
`TeX math italic` and defines:

  The OML encoding contains italic Latin and Greek letters for use in
  mathematical formulae (typically used for variables) together with some
  symbols.

The reference to *italic* shape is odd:

* No other font encoding is specific to a font shape.

* The different font selection and the semantic of font features in
  mathematical formulae do not interfere with the font *encoding*: Both,
  ``\DeclareSymbolFont`` and ``\DeclareMathAlphabet`` require a
  shape argument. Thus it is possible to set up OML encoded math
  alphabets in roman {n} as well as italic {it} shape without
  conflicts.

This seems to be more a remnant of pre-NFSS times than a necessary
restriction – there is only one OML encoded font in Knuth's Computer
Modern fonts: `Computer Modern Math Italic` (cmmi).

Proposals:

* Drop the *italic* from the definition. Optionally add an explanation:

    The OML encoding contains Latin and Greek letters for use in
    mathematical formulae (typically used for variables) together with
    some symbols. It first appeared in the `Computer Modern Math
    Italic` (cmmi) font.

* The name `TeX math italic` can be interpreted as “the encoding
  **of** `Computer Modern Math Italic`” rather than “an encoding
  **for** math italic” fonts.

  A less confusing name would be `TeX math letters` or `Original/Old
  Math Letters`. The latter would also explain the acronym OML.


OML Support
'''''''''''

Unfortunately, support for the OML encoding is missing for many font
families even if the text font defines Greek letters.
Supported font families can be found searching for ``oml*.fd`` files
and grepping for ``DeclareFont.*OML`` in ``*.sty`` files.

`Table 3`_ lists the findings for a selection of TeXLive 2012 + some
additionally installed font packages.

* If there is an alias (substitution) from the text font to a
  math-variant, only the text font is listed.

* Many text fonts define substitutions also for upright shape,
  however mapping to an italic variant of the OML encoded font. These
  are not listed as supporting ``m/n`` or ``bx/n`` here.

`Table 4`_ lists some fonts that define ``cmm`` as OML substitution.
With `isomath`, a better matching substitution can be set using the
rmdefault_ or sfdefault_ options.

.. _Table 3:

.. table:: Font families supporting the OML encoding

   ============= ================================= ======= ======== ====== =======
   Name          Family (package)                   m/it    bx/it    m/n    bx/n
   ============= ================================= ======= ======== ====== =======
   antt          Antykwa Torunska (anttor_)          ✓      ✓
   cmr           Computer Modern                     ✓      ✓
   ccr           Concrete Roman (concmath_)          ✓      ✓
   cmbr          CM Bright (cmbright_)               ✓      ✓
   hlh           Lucida                              ✓      ✓
   hfor          CM with old-style digits            ✓      ✓
   iwona         Iwona (sans serif) (iwona_)         ✓      ✓
   iwonal        Iwona light                         ✓      ✓
   iwonac        Iwona condensed                     ✓      ✓
   iwonalc       Iwona light condensed               ✓      ✓
   jkp           Kepler Serif (kpfonts_)             ✓      ✓
   jkpw          Kepler Serif wide                   ✓      ✓
   jkpvos        Kepler Serif oldstyle               ✓      ✓
   jkpvosw       Kepler Serif oldstyle wide          ✓      ✓
   jkpl          Kepler Serif light                  ✓      ✓
   jkplw         Kepler Serif light wide             ✓      ✓
   jkplvos       Kepler Serif light oldstyle         ✓      ✓
   jkplvosw      Kepler Serif light os wide          ✓      ✓
   jkpss         Kepler Sans  (kpfonts_)             ✓      ✓
   jkpssvos      Kepler Sans  oldstyle               ✓      ✓
   jtm           expanded Times (jamtimes_)          ✓      ✓
   llcmm         LX Fonts (sans serif) (lxfonts_)    ✓      ✓
   lmr           Latin Modern Roman (lmodern)        ✓      ✓
   mak           Kerkis (kerkis_)                    ✓
   kurier        Kurier (sans serif) (kurier_)       ✓      ✓
   kurierc       Kurier condensed                    ✓      ✓
   kurierl       Kurier light                        ✓      ✓
   kurierlc      Kurier light condensed              ✓      ✓
   mdbch         Math Design Charter (mathdesign_)   ✓      ✓         ✓     ✓
   mdput         Math Design Utopia                  ✓      ✓         ✓     ✓
   mdugm         Math Design Garamond                ✓      ✓         ✓     ✓
   neohellenic   Neohellenic (gfsneohellenic_)       ✓
   ntxmi         Times (newtx_)                      ✓      ✓
   nxlmi         Libertine (newtx_)                  ✓      ✓
   plcm          CM (PLaTeX)                         ✓
   ptmom         Times (Omega or MB-Times)           ✓      ✓
   ptmomu        Times (Omega or MB-Times)           ✓      ✓
   ptmcm         Times (mathptmx_)                   ✓
   pxr           Palatino (pxfonts_)                 ✓      ✓
   qpl           Palatino/Pagella (qpxmath)          ✓      ✓
   qtm           Times/Termes (qtxmath)              ✓      ✓
   txr           Times (txfonts_)                    ✓      ✓
   udidot        Didot (gfsdidot_)                   ✓
   ywclm         (greektex_)                         ✓      ✓
   zavm          Arev (Vera Sans-Serif)              ✓      ✓
   zplm          Palatino (mathpazo_)                ✓      ✓
   zpple         Palatino                            ✓      ✓
   ztmcm         Times (mathptmx_)                   ✓
   zer           Computer Modern (zefonts_)          ✓      ✓
   ============= ================================= ======= ======== ====== =======


.. _Table 4:

.. table:: Non-CM fonts with ``cmm`` as OML substitution

   ============= ===============================
   Family        Name
   ============= ===============================
   bch           Charter (psnfss)
   pag           Avant Garde (psnfss)
   pbk           Bookman (psnfss)
   pcr           Courier (psnfss)
   phv           Helvetica (psnfss)
   pnc           New Century Schoolbook (psnfss)
   ppl           Palatino (psnfss)
   ptm           Times Roman (psnfss)
   put           Utopia (psnfss)
   pzc           Zapf Chancery (psnfss)
   uag           Avant Garde (avantgar)
   ubk           Bookman (bookman)
   ucr           Courier (courier)
   ucrs          Courier
   unc           New Century Schoolbook (psnfss)
   uni           Universal (universa)
   uhv           Helvetica (helvetic)
   upl           Palatino (palatino)
   utm           Times (times)
   uzc           Zapf Chancery (zapfchan)
   ============= ===============================


Unicode mathematical typesetting
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

This section compares `math font selection`_ in LaTeX and Unicode. It
suggests a set of 14 math alphabet commands that covers all Unicode
`mathematical alphanumeric symbols`_ and discusses compatibility issues
between math typesetting with traditional (8-bit) TeX engines versus `the
unicode-math package`_ for Unicode-enabled TeX engines (XeTeX, LuaTeX).

The technical report [tr25]_ presents an in-depth discussion of the
mathematical character repertoire of the Unicode Standard as well as
mathematical notation in general.

.. _mathematical alphanumeric symbols:

Unicode mathematical alphabets
''''''''''''''''''''''''''''''

Chapter 2 `Mathematical Character Repertoire` of [tr25]_ lists 14
`Mathematical Alphabets` in Table 2.1. These mathematical alphabets are a
superset of the predefined `math alphabets`_ in the LaTeX core.

Unicode assigns code points to most letters of the mathematical
alphabets in the `mathematical alphanumeric symbols Unicode block`_.
The plain (upright) letters have been unified with the
existing characters in the Basic Latin and Greek blocks.

`Table 5`_ maps the 14 Unicode mathematical alphabets to LaTeX commands
according to the `naming scheme`_ below. `Table 6`_ lists the status of
LaTeX support for the mathematical alphanumeric symbols.

Naming scheme
`````````````

The naming scheme is an extension of the predefined `math alphabet`_
commands with the established short-cuts:

.. class:: borderless

=====  ================================
bf     bold
it     italic
cal    script (calligraphic)
frak   fraktur
bb     double-struck (blackboard bold)
sf     sans serif
=====  ================================

combined to commands in the form ``\math<type><weight><shape>``.

The <*type*>, <*weight*>, and <*shape*> specifiers are optional
(defaults depend on the `math version`_). Their order matches the
names of Unicode `Mathematical Alphanumeric Symbols`_.

Examples::

  \mathbf{d}     % MATHEMATICAL BOLD SMALL D
  \mathsfbfit{d} % MATHEMATICAL SANS-SERIF BOLD ITALIC SMALL D.

.. _table 5:

.. table:: Mapping Unicode `mathematical alphanumeric symbols`_ to LaTeX
   math alphabets.

   ==========  ========  =============  ==================  ===============
   serifs      weight    shape          symbols             math alphabet
   ==========  ========  =============  ==================  ===============
   *serif*     *medium*  *upright*      Latin/Greek/digits  ``\mathrm``
                                        [#up]_
   ..          bold                     Latin/Greek/digits  ``\mathbf``
   ..                    italic         Latin/Greek         ``\mathit``
   ..          bold      italic         Latin/Greek         ``\mathbfit``
   ..                    script         Latin               ``\mathcal``
   ..          bold      script         Latin               ``\mathbfcal``
   ..                    fraktur        Latin               ``\mathfrak``
   ..                    double-struck  Latin/digits        ``\mathbb``
   ..          bold      fraktur        Latin               ``\mathbffrak``
   sans serif                           Latin/digits        ``\mathsf``
   sans serif  bold                     Latin/Greek/digits  ``\mathsfbf``
   sans serif            italic         Latin               ``\mathsfit``
   sans serif  bold      italic         Latin/Greek         ``\mathsfbfit``
   ..                    monospace      Latin/digits        ``\mathtt``
   ==========  ========  =============  ==================  ===============

.. [#up] plain standard characters outside the
   `mathematical alphanumeric symbols` Unicode block.

LaTeX support
`````````````

Most commonly used math alphabets are supported either by the TeX kernel
or additional packages. Full support is only provided by `the unicode-math
package`_.


.. _Table 6:

.. table:: LaTeX support for `mathematical alphanumeric symbols`_.

   ============  ========================= ===========================
   style         math alphabet             package, comment
   ============  ========================= ===========================
   plain [#up]_  ``\mathrm``               predefined [#no-g]_
   ..            ``\mathup``               unicode-math_, kpfonts_
      bf         ``\mathbf``               predefined  [#no-g]_
         it      ``\mathit``               predefined  [#no-g]_
      bf it      ``\mathbfit``             isomath [#digits]_
      ..         ``\mathbold``             fixmath_, mathpazo_,
                                           mathptmx_, tmmath_
                                           [#digits]_
      ..         ``\boldsymbol``           amsmath_
      ..         ``\bm``                   bm_
         cal     ``\mathcal``              predefined [#script]_
         ..      ``\mathscr``              mathrsfs_, euscript_,
                                           mathdesign_
      bf cal     ``\mathbfscr``            unicode-math_
         frak    ``\mathfrak``             amssymb_, amsfonts_, eufrak_
      bf frak    ``\mathbffrak``           unicode-math_
         bb      ``\mathbb``               amssymb_, bbold_,
                                           mathbbol_, mbboard_,
                                           mathpazo_, sbbm_
         ..      ``\mathbbm``              bbm_
         ..      ``\mathds``               dsfont (doublestoke_)
   sf            ``\mathsf``               predefined  [#no-g]_
   sf bf         ``\mathbfsfup``           unicode-math_
   sf    it      ``\mathsfit``             isomath [#digits]_
   sf bf it      ``\mathsfbfit``           isomath [#digits]_
   ..            ``\mathbold``             cmbright_, hvmath_
   ..            ``\mathbfsfit``           unicode-math_
         tt      ``\mathtt``               predefined  [#no-g]_
   ============  ========================= ===========================

.. [#no-g] no small Greek, full Greek with `OMLmath*`_ options and
           OML-encoded fonts
.. [#digits] Some italic math fonts (e. g., cmr, cmbr) have old-style
             numbers in place of italic digits.
.. [#script] formal script with calrsfs_, eucal_, fourier_,
             small Latin letters only with urwchancal_


The unicode-math package
''''''''''''''''''''''''

Users of UTF-8 enabled TeX engines (XeTeX, LuaTeX) can typeset
mathematics with the experimental unicode-math_ package by Will
Robertson. It provides a LaTeX interface to OpenType fonts with math
support, e. g., `Asana Math`_, Cambria Math, `New Euler`_ or XITS_, with
commands to access the complete mathematical character repertoire of the
Unicode Standard.

LaTeX `math font selection`_ methods with unicode-math:

* `Math alphabets`_ map to a range of the `mathematical alphanumeric
  symbols`_ block in the current font (or a substitution defined with the
  ``range`` math font option).

  Some command names differ from the `predefined math alphabets`_ or the
  above `naming scheme`_:
  
  .. class:: borderless

  ===============  ===============
  LaTeX            unicode-math
  ===============  ===============
  ``\mathbf``      ``\mathbfup``
  ``\mathsf``      ``\mathsfup``
  ``\mathsfbf``    ``\mathbfsfup``
  ``\mathsfbfit``  ``\mathbfsfit``
  ===============  ===============

  With unicode-math, ``\mathbf``, ``\mathsf``, and ``\mathsfbf``
  behave similar to `“in-line math versions”`_: they consider the
  `math style`_ for upright vs. italic shape. Compatibility can be
  achieved via the options ``bold-style=upright`` and
  ``sans-style=upright``.

  ``\mathbfsfit`` reverses the order of the ``sf`` and ``bf`` selectors,
  so that, e. g., the Unicode character MATHEMATICAL SANS-SERIF BOLD
  ITALIC CAPITAL A is selected by the non-mnemonic ``\mathbfsfit{A}``.

* `Math versions`_ can be set up using the syntax
  ``\setmathfont[version=<version name>,<font features>]{<font name>}``

* Several `math styles`_ are supported with the ``math-style`` package
  option that accepts the values ``TeX``, ``ISO``, ``french``, ``upright``,
  and ``literal``.


Conclusions and outlook
~~~~~~~~~~~~~~~~~~~~~~~

It is hoped, that in the future more font families will support the
OML encoding in normal and bold weight as well as upright and italic
shape. This would be a major step towards a LaTeX equivalent of the
`mathematical alphanumeric symbols`_ Unicode block.

This should be (relatively) easy to achieve via virtual fonts when the
glyphs for the Greek letters already exist. Examples are Latin Modern,
Kerkis, GFS Neohellenic, LX Fonts and KP-Serif.

Upright small Greek letters in ``\mathrm`` would enable the
specification of the constant pi, Myons, Pions, alpha-particles,
photons, and neutrinos with `math alphabets`_. (With mathdesign_
fonts, this is already possible today.)

With the development of the unicode-math_ package, an interesting
alternative for ISO-conforming math typesetting became available to
users of Unicode-enabled TeX engines (XeTeX or LuaTeX).


References
----------

.. [ISO-80000-2] `Quantities and units – Part 2: Mathematical signs
   and symbols to be used in the natural sciences and technology`:
   http://www.iso.org/iso/iso_catalogue/catalogue_tc/catalogue_detail.htm?csnumber=31887.

.. [ISO-31] `Quantities and units`, Superseded by [ISO-80000].

.. [typefaces] National Institute of Standards and Technology (NIST_),
   `Typefaces for Symbols in Scientific Manuscripts`:
   http://physics.nist.gov/cuu/pdf/typefaces.pdf.

.. [checklist] National Institute of Standards and Technology (NIST_),
   `SI Unit rules and style conventions`
   Check List for Reviewing Manuscripts:
   http://physics.nist.gov/cuu/Units/checklist.html.

.. [fonts_for_symbols] International Union of Pure and Applied
   Chemistry (IUPAC_), `On the use of italic and roman fonts for symbols
   in scientific text`, (Revised December 1999):
   http://old.iupac.org/standing/idcns/fonts_for_symbols.html.

.. [SI] Bureau international des poids et mesures (BIPM_),
   `The International System of Units (SI)`:
   http://www.bipm.org/en/si/si_brochure/.

.. [Green-Book] International Union of Pure and Applied Chemistry (IUPAC_),
   `Quantities, Units and Symbols in Physical Chemistry`,
   3rd edition, RSC Publishing, Cambridge 2007:
   [ISBN 0 85404 433 7; ISBN-13 978 0 85404 433 7].

.. [Red-Book] International Union of Pure and Applied Physics (IUPAP_),
   `Symbols, Units, Nomenclature and Fundamental Constants in Physics`:
   http://metrology.wordpress.com/measurement-process-index/iupap-red-book/index-iupap-red-book/.

.. [becc97] Claudio Beccari, `Typesetting mathematics for science and
   technology according to ISO 31 XI`, TUGboat, Volume 18, 1997, No. 1:
   http://www.tug.org/TUGboat/tb18-1/tb54becc.pdf.

.. [encguide] Frank Mittelbach, Robin Fairbairns, Werner Lemberg,
   LaTeX3 Project Team, `LaTeX font encodings`:
   http://mirror.ctan.org/macros/latex/doc/encguide.pdf.

.. [fntguide] LaTeX3 Project Team, `LaTeX 2e font selection`:
   http://mirror.ctan.org/macros/latex/doc/fntguide.pdf.

.. [tr25] Barbara Beeton, Asmus Freytag, Murray Sargent III,
   `Unicode Support for Mathematics`, Unicode Technical Report #25:
   http://www.unicode.org/reports/tr25/.

.. [beeton:2000] Barbara Beeton:
   `Unicode and math, a combination whose time has come – Finally!`,
   TUGBoat, 21#3, 2000:
   http://www.tug.org/TUGboat/Articles/tb21-3/tb68beet.pdf.

.. see also
   [koma-mail] Custom font substitution: http://www.komascript.de/node/823.


.. Links
   =====

.. _BIPM:  http://www.bipm.org/
.. _IUPAC: http://iupac.org/
.. _IUPAP: http://www.iupap.org/
.. _LaTeX Project Public License: http://www.latex-project.org/lppl.txt
.. _Jens-Peer Kuska: http://phong.informatik.uni-leipzig.de/~kuska/
.. _NIST:  http://physics.nist.gov/
.. _mathematical alphanumeric symbols unicode block:
    http://www.unicode.org/charts/PDF/U1D400.pdf
.. _amsbsy: http://mirror.ctan.org/help/Catalogue/entries/amsbsy.html
.. _amsfonts: http://mirror.ctan.org/help/Catalogue/entries/amsfonts.html
.. _amsmath: http://mirror.ctan.org/help/Catalogue/entries/amsmath.html
.. _amssymb: http://mirror.ctan.org/help/Catalogue/entries/amssymb.html
.. _anttor: http://mirror.ctan.org/help/Catalogue/entries/anttor.html
.. _arev: http://mirror.ctan.org/help/Catalogue/entries/arev.html
.. _Asana Math: http://mirror.ctan.org/help/Catalogue/entries/asana-math.html
.. _bm: http://mirror.ctan.org/help/Catalogue/entries/bm.html
.. _bbm: http://mirror.ctan.org/help/Catalogue/entries/bbm.html
.. _bbold: http://mirror.ctan.org/help/Catalogue/entries/bbold.html
.. _calrsfs: http://mirror.ctan.org/help/Catalogue/entries/calrsfs.html
.. _cmbright: http://mirror.ctan.org/help/Catalogue/entries/cmbright.html
.. _concmath: http://mirror.ctan.org/help/Catalogue/entries/concmath.html
.. _doublestoke: http://mirror.ctan.org/help/Catalogue/entries/doublestoke.html
.. _efont: http://mirror.ctan.org/help/Catalogue/entries/efont.html
.. _eucal: http://mirror.ctan.org/help/Catalogue/entries/eucal.html
.. _eufrak: http://mirror.ctan.org/help/Catalogue/entries/eufrak.html
.. _eulervm: http://mirror.ctan.org/help/Catalogue/entries/eulervm.html
.. _euscript: http://mirror.ctan.org/help/Catalogue/entries/euscript.html
.. _fixmath: http://mirror.ctan.org/help/Catalogue/entries/fixmath.html
.. _fix-cm: http://mirror.ctan.org/help/Catalogue/entries/fix-cm.html
.. _fourier: http://mirror.ctan.org/help/Catalogue/entries/fourier.html
.. _fontspec: http://mirror.ctan.org/help/Catalogue/entries/fontspec.html
.. _gfsdidot: http://mirror.ctan.org/help/Catalogue/entries/gfsdidot.html
.. _gfsneohellenic: http://mirror.ctan.org/help/Catalogue/entries/gfsneohellenic.html
.. _greektex: http://mirror.ctan.org/help/Catalogue/entries/greektex.html
.. _hvmath: http://mirror.ctan.org/help/Catalogue/entries/hvmath.html
.. _hfbright: http://mirror.ctan.org/help/Catalogue/entries/hfbright.html
.. _ifthen: http://mirror.ctan.org/help/Catalogue/entries/ifthen.html
.. _iwona: http://mirror.ctan.org/help/Catalogue/entries/iwona.html
.. _jamtimes: http://mirror.ctan.org/help/Catalogue/entries/jamtimes.html
.. _kerkis: http://mirror.ctan.org/help/Catalogue/entries/kerkis.html
.. _keyval: http://mirror.ctan.org/help/Catalogue/entries/keyval.html
.. _kpfonts: http://mirror.ctan.org/help/Catalogue/entries/kpfonts.html
.. _kurier: http://mirror.ctan.org/help/Catalogue/entries/kurier.html
.. _kvoptions: http://mirror.ctan.org/help/Catalogue/entries/kvoptions.html
.. _lgrx: http://mirror.ctan.org/help/Catalogue/entries/lgrx.html
.. _lxfonts: http://mirror.ctan.org/help/Catalogue/entries/lxfonts.html
.. _lucimatx: http://pctex.com/files/managed/b/bf/lucimatxAbbrev.pdf
.. _mathbbol: http://mirror.ctan.org/help/Catalogue/entries/mathbbol.html
.. _mbboard: http://mirror.ctan.org/help/Catalogue/entries/mbboard.html
.. _mathdesign: http://mirror.ctan.org/help/Catalogue/entries/mathdesign.html
.. _mathpazo: http://mirror.ctan.org/help/Catalogue/entries/mathpazo.html
.. _mathptmx: http://mirror.ctan.org/help/Catalogue/entries/mathptmx.html
.. _mathptmv: http://mirror.ctan.org/help/Catalogue/entries/mathptmv.html
.. _mathrsfs: http://mirror.ctan.org/help/Catalogue/entries/mathrsfs.html
.. _newtx:  http://mirror.ctan.org/help/Catalogue/entries/newtx.html
.. _New Euler: https://github.com/khaledhosny/euler-otf
.. _pxfonts: http://mirror.ctan.org/help/Catalogue/entries/pxfonts.html
.. _sansmath: http://mirror.ctan.org/help/Catalogue/entries/sansmath.html
.. _sbbm: http://mirror.ctan.org/help/Catalogue/entries/sbbm.html
.. _sfmath: http://dtrx.de/od/tex/sfmath.html
.. _tmmath: http://mirror.ctan.org/help/Catalogue/entries/tmmath.html
.. _txfonts: http://mirror.ctan.org/help/Catalogue/entries/txfonts.html
.. _unicode-math:
    http://mirror.ctan.org/help/Catalogue/entries/unicode-math.html
.. _upgreek: http://mirror.ctan.org/help/Catalogue/entries/upgreek.html
.. _urwchancal: http://mirror.ctan.org/help/Catalogue/entries/urwchancal.html
.. _wrisym: http://phong.informatik.uni-leipzig.de/~kuska/wri_texmf_4.2.zip
.. _XITS: http://mirror.ctan.org/help/Catalogue/entries/xits.html
.. _zefonts: http://mirror.ctan.org/help/Catalogue/entries/zefonts.html