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authorNorbert Preining <preining@logic.at>2010-05-12 16:54:37 +0000
committerNorbert Preining <preining@logic.at>2010-05-12 16:54:37 +0000
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+=head1 NAME
+
+perlunifaq - Perl Unicode FAQ
+
+=head1 Q and A
+
+This is a list of questions and answers about Unicode in Perl, intended to be
+read after L<perlunitut>.
+
+=head2 perlunitut isn't really a Unicode tutorial, is it?
+
+No, and this isn't really a Unicode FAQ.
+
+Perl has an abstracted interface for all supported character encodings, so they
+is actually a generic C<Encode> tutorial and C<Encode> FAQ. But many people
+think that Unicode is special and magical, and I didn't want to disappoint
+them, so I decided to call the document a Unicode tutorial.
+
+=head2 What character encodings does Perl support?
+
+To find out which character encodings your Perl supports, run:
+
+ perl -MEncode -le "print for Encode->encodings(':all')"
+
+=head2 Which version of perl should I use?
+
+Well, if you can, upgrade to the most recent, but certainly C<5.8.1> or newer.
+The tutorial and FAQ are based on the status quo as of C<5.8.8>.
+
+You should also check your modules, and upgrade them if necessary. For example,
+HTML::Entities requires version >= 1.32 to function correctly, even though the
+changelog is silent about this.
+
+=head2 What about binary data, like images?
+
+Well, apart from a bare C<binmode $fh>, you shouldn't treat them specially.
+(The binmode is needed because otherwise Perl may convert line endings on Win32
+systems.)
+
+Be careful, though, to never combine text strings with binary strings. If you
+need text in a binary stream, encode your text strings first using the
+appropriate encoding, then join them with binary strings. See also: "What if I
+don't encode?".
+
+=head2 When should I decode or encode?
+
+Whenever you're communicating text with anything that is external to your perl
+process, like a database, a text file, a socket, or another program. Even if
+the thing you're communicating with is also written in Perl.
+
+=head2 What if I don't decode?
+
+Whenever your encoded, binary string is used together with a text string, Perl
+will assume that your binary string was encoded with ISO-8859-1, also known as
+latin-1. If it wasn't latin-1, then your data is unpleasantly converted. For
+example, if it was UTF-8, the individual bytes of multibyte characters are seen
+as separate characters, and then again converted to UTF-8. Such double encoding
+can be compared to double HTML encoding (C<&amp;gt;>), or double URI encoding
+(C<%253E>).
+
+This silent implicit decoding is known as "upgrading". That may sound
+positive, but it's best to avoid it.
+
+=head2 What if I don't encode?
+
+Your text string will be sent using the bytes in Perl's internal format. In
+some cases, Perl will warn you that you're doing something wrong, with a
+friendly warning:
+
+ Wide character in print at example.pl line 2.
+
+Because the internal format is often UTF-8, these bugs are hard to spot,
+because UTF-8 is usually the encoding you wanted! But don't be lazy, and don't
+use the fact that Perl's internal format is UTF-8 to your advantage. Encode
+explicitly to avoid weird bugs, and to show to maintenance programmers that you
+thought this through.
+
+=head2 Is there a way to automatically decode or encode?
+
+If all data that comes from a certain handle is encoded in exactly the same
+way, you can tell the PerlIO system to automatically decode everything, with
+the C<encoding> layer. If you do this, you can't accidentally forget to decode
+or encode anymore, on things that use the layered handle.
+
+You can provide this layer when C<open>ing the file:
+
+ open my $fh, '>:encoding(UTF-8)', $filename; # auto encoding on write
+ open my $fh, '<:encoding(UTF-8)', $filename; # auto decoding on read
+
+Or if you already have an open filehandle:
+
+ binmode $fh, ':encoding(UTF-8)';
+
+Some database drivers for DBI can also automatically encode and decode, but
+that is sometimes limited to the UTF-8 encoding.
+
+=head2 What if I don't know which encoding was used?
+
+Do whatever you can to find out, and if you have to: guess. (Don't forget to
+document your guess with a comment.)
+
+You could open the document in a web browser, and change the character set or
+character encoding until you can visually confirm that all characters look the
+way they should.
+
+There is no way to reliably detect the encoding automatically, so if people
+keep sending you data without charset indication, you may have to educate them.
+
+=head2 Can I use Unicode in my Perl sources?
+
+Yes, you can! If your sources are UTF-8 encoded, you can indicate that with the
+C<use utf8> pragma.
+
+ use utf8;
+
+This doesn't do anything to your input, or to your output. It only influences
+the way your sources are read. You can use Unicode in string literals, in
+identifiers (but they still have to be "word characters" according to C<\w>),
+and even in custom delimiters.
+
+=head2 Data::Dumper doesn't restore the UTF8 flag; is it broken?
+
+No, Data::Dumper's Unicode abilities are as they should be. There have been
+some complaints that it should restore the UTF8 flag when the data is read
+again with C<eval>. However, you should really not look at the flag, and
+nothing indicates that Data::Dumper should break this rule.
+
+Here's what happens: when Perl reads in a string literal, it sticks to 8 bit
+encoding as long as it can. (But perhaps originally it was internally encoded
+as UTF-8, when you dumped it.) When it has to give that up because other
+characters are added to the text string, it silently upgrades the string to
+UTF-8.
+
+If you properly encode your strings for output, none of this is of your
+concern, and you can just C<eval> dumped data as always.
+
+=head2 Why do regex character classes sometimes match only in the ASCII range?
+
+=head2 Why do some characters not uppercase or lowercase correctly?
+
+It seemed like a good idea at the time, to keep the semantics the same for
+standard strings, when Perl got Unicode support. While it might be repaired
+in the future, we now have to deal with the fact that Perl treats equal
+strings differently, depending on the internal state.
+
+Affected are C<uc>, C<lc>, C<ucfirst>, C<lcfirst>, C<\U>, C<\L>, C<\u>, C<\l>,
+C<\d>, C<\s>, C<\w>, C<\D>, C<\S>, C<\W>, C</.../i>, C<(?i:...)>,
+C</[[:posix:]]/>, and C<quotemeta> (though this last should not cause any real
+problems).
+
+To force Unicode semantics, you can upgrade the internal representation to
+by doing C<utf8::upgrade($string)>. This can be used
+safely on any string, as it checks and does not change strings that have
+already been upgraded.
+
+For a more detailed discussion, see L<Unicode::Semantics> on CPAN.
+
+=head2 How can I determine if a string is a text string or a binary string?
+
+You can't. Some use the UTF8 flag for this, but that's misuse, and makes well
+behaved modules like Data::Dumper look bad. The flag is useless for this
+purpose, because it's off when an 8 bit encoding (by default ISO-8859-1) is
+used to store the string.
+
+This is something you, the programmer, has to keep track of; sorry. You could
+consider adopting a kind of "Hungarian notation" to help with this.
+
+=head2 How do I convert from encoding FOO to encoding BAR?
+
+By first converting the FOO-encoded byte string to a text string, and then the
+text string to a BAR-encoded byte string:
+
+ my $text_string = decode('FOO', $foo_string);
+ my $bar_string = encode('BAR', $text_string);
+
+or by skipping the text string part, and going directly from one binary
+encoding to the other:
+
+ use Encode qw(from_to);
+ from_to($string, 'FOO', 'BAR'); # changes contents of $string
+
+or by letting automatic decoding and encoding do all the work:
+
+ open my $foofh, '<:encoding(FOO)', 'example.foo.txt';
+ open my $barfh, '>:encoding(BAR)', 'example.bar.txt';
+ print { $barfh } $_ while <$foofh>;
+
+=head2 What are C<decode_utf8> and C<encode_utf8>?
+
+These are alternate syntaxes for C<decode('utf8', ...)> and C<encode('utf8',
+...)>.
+
+=head2 What is a "wide character"?
+
+This is a term used both for characters with an ordinal value greater than 127,
+characters with an ordinal value greater than 255, or any character occupying
+than one byte, depending on the context.
+
+The Perl warning "Wide character in ..." is caused by a character with an
+ordinal value greater than 255. With no specified encoding layer, Perl tries to
+fit things in ISO-8859-1 for backward compatibility reasons. When it can't, it
+emits this warning (if warnings are enabled), and outputs UTF-8 encoded data
+instead.
+
+To avoid this warning and to avoid having different output encodings in a single
+stream, always specify an encoding explicitly, for example with a PerlIO layer:
+
+ binmode STDOUT, ":encoding(UTF-8)";
+
+=head1 INTERNALS
+
+=head2 What is "the UTF8 flag"?
+
+Please, unless you're hacking the internals, or debugging weirdness, don't
+think about the UTF8 flag at all. That means that you very probably shouldn't
+use C<is_utf8>, C<_utf8_on> or C<_utf8_off> at all.
+
+The UTF8 flag, also called SvUTF8, is an internal flag that indicates that the
+current internal representation is UTF-8. Without the flag, it is assumed to be
+ISO-8859-1. Perl converts between these automatically.
+
+One of Perl's internal formats happens to be UTF-8. Unfortunately, Perl can't
+keep a secret, so everyone knows about this. That is the source of much
+confusion. It's better to pretend that the internal format is some unknown
+encoding, and that you always have to encode and decode explicitly.
+
+=head2 What about the C<use bytes> pragma?
+
+Don't use it. It makes no sense to deal with bytes in a text string, and it
+makes no sense to deal with characters in a byte string. Do the proper
+conversions (by decoding/encoding), and things will work out well: you get
+character counts for decoded data, and byte counts for encoded data.
+
+C<use bytes> is usually a failed attempt to do something useful. Just forget
+about it.
+
+=head2 What about the C<use encoding> pragma?
+
+Don't use it. Unfortunately, it assumes that the programmer's environment and
+that of the user will use the same encoding. It will use the same encoding for
+the source code and for STDIN and STDOUT. When a program is copied to another
+machine, the source code does not change, but the STDIO environment might.
+
+If you need non-ASCII characters in your source code, make it a UTF-8 encoded
+file and C<use utf8>.
+
+If you need to set the encoding for STDIN, STDOUT, and STDERR, for example
+based on the user's locale, C<use open>.
+
+=head2 What is the difference between C<:encoding> and C<:utf8>?
+
+Because UTF-8 is one of Perl's internal formats, you can often just skip the
+encoding or decoding step, and manipulate the UTF8 flag directly.
+
+Instead of C<:encoding(UTF-8)>, you can simply use C<:utf8>, which skips the
+encoding step if the data was already represented as UTF8 internally. This is
+widely accepted as good behavior when you're writing, but it can be dangerous
+when reading, because it causes internal inconsistency when you have invalid
+byte sequences. Using C<:utf8> for input can sometimes result in security
+breaches, so please use C<:encoding(UTF-8)> instead.
+
+Instead of C<decode> and C<encode>, you could use C<_utf8_on> and C<_utf8_off>,
+but this is considered bad style. Especially C<_utf8_on> can be dangerous, for
+the same reason that C<:utf8> can.
+
+There are some shortcuts for oneliners; see C<-C> in L<perlrun>.
+
+=head2 What's the difference between C<UTF-8> and C<utf8>?
+
+C<UTF-8> is the official standard. C<utf8> is Perl's way of being liberal in
+what it accepts. If you have to communicate with things that aren't so liberal,
+you may want to consider using C<UTF-8>. If you have to communicate with things
+that are too liberal, you may have to use C<utf8>. The full explanation is in
+L<Encode>.
+
+C<UTF-8> is internally known as C<utf-8-strict>. The tutorial uses UTF-8
+consistently, even where utf8 is actually used internally, because the
+distinction can be hard to make, and is mostly irrelevant.
+
+For example, utf8 can be used for code points that don't exist in Unicode, like
+9999999, but if you encode that to UTF-8, you get a substitution character (by
+default; see L<Encode/"Handling Malformed Data"> for more ways of dealing with
+this.)
+
+Okay, if you insist: the "internal format" is utf8, not UTF-8. (When it's not
+some other encoding.)
+
+=head2 I lost track; what encoding is the internal format really?
+
+It's good that you lost track, because you shouldn't depend on the internal
+format being any specific encoding. But since you asked: by default, the
+internal format is either ISO-8859-1 (latin-1), or utf8, depending on the
+history of the string. On EBCDIC platforms, this may be different even.
+
+Perl knows how it stored the string internally, and will use that knowledge
+when you C<encode>. In other words: don't try to find out what the internal
+encoding for a certain string is, but instead just encode it into the encoding
+that you want.
+
+=head1 AUTHOR
+
+Juerd Waalboer <#####@juerd.nl>
+
+=head1 SEE ALSO
+
+L<perlunicode>, L<perluniintro>, L<Encode>
+