Markup language

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A specialized markup language using SGML is used to write the electronic version of the Oxford English Dictionary. This enables sophisticated queries to be performed, as well as easy translation into HTML.

A markup language combines text and extra information about the text. The extra information, for example about the text's structure or presentation, is expressed using markup, which is intermingled with the primary text. The best-known markup language is in modern use is HTML (Hypertext Markup Language), one of the foundations of the World Wide Web. Historically, markup was (and is) used in the publishing industry in the communication of printed work between authors, editors, and printers.

Contents

Classes of markup languages

Markup languages are often divided into three classes: presentational, procedural, and descriptive.

Presentational markup expresses document structure via the visual appearance of the whole text of a particular fragment. For example, in a Word processor file, the title of a document might be preceded by several newlines and spaces, thus accomplishing leading space and centering. Punctuation may also be considered a form of presentational markup. Word-processing and Desktop Publishing products cannot help but support presentational markup, and for better or worse it is th first, or even only, kind learned by many users. While trivial to learn, it is the least amenable to computer processing, such as applying new rendering to the text, or searching for particular components.

Procedural markup is typically also focused on the presentation of text, but is usually visible to the user editing the text file, and is expected to be interpreted by software in the order in which it appears. To format a title, a succession of formatting directives would be inserted into the file immediately before the title's text, instructing software to switch into centered display mode, then enlarge and embolden the typeface. The title text would be followed by directives to reverse these effects; in more advanced systems macros or a stack model make this less tedious. In most cases, the procedural markup capabilities comprise a Turing-Complete programming language. Examples of procedural-markup systems include nroff, troff, TeX, and PostScript. Procedural markup has been widely used in professional publishing applications, where professional typographers can be expected to learn the languages required.

Descriptive Markup applies labels to fragments of text without necessarily mandating any particular display or other processing semantics. For example, the Atom syndication language provides markup to label the "updated" time-stamp which is an assertion from the publisher as to when some item of information was last changed. While the Atom specification discusses the meaning of the "updated" timestamp, and specifies the markup used to identify it, it makes no assertions about whether or how it might be presented to a user. Software might put this markup to a variety of uses, including many not foreseen by the designers of the Atom language. SGML and XML are systems explicitly designed to support the design of descriptive markup languages.

In practice, the classes of markup usually co-occur in any given system. For example, HTML contains markup elements which are purely procedural (for example b for bold) and others which are purely descriptive ( "blockquote", or the "href=" attribute).

Sets of markup elements and rules for their use are commonly developed by standards bodies to support the kinds of documents used in particular industries or communities. One of the earliest of these was CALS, used by the US military for technical manuals. Industries with large-scale documentation requirements soon followed suit, developing tag-sets for aircraft, telecommunications, automotive, and computer hardware manuals. This led to delivering many such manuals solely in electronic form; some companies were able to produce printed, online, and CD-based manuals all from a single (descriptive markup) source. Markup languages now abound; among the more widely known are DocBook, MathML, SVG, Open eBook, TEI, and XBRL.

"Generic Markup" is another term for Descriptive Markup. Most modern descriptive markup systems structure documents into trees, while also providing some means for embedding cross-references. Because of this, documents can be readily treated as databases, in which the database system is aware of the structure (not "blobs" as in the past). Because they do not have such strict schemas as relational databases, however, they are commonly called "semi-structured databases".

In the third millenium, great interest has arisen in document structures that are not trees. For example, ancient and sacred literature commonly has a rhetorical or prose structure (stories, pericopes, paragraphs, and so on), as well as a reference structure (books, chapters, verses, lines). Since the boundaries of these units often cross, they cannot readily be encoded using tree-structured markup systems. Among the document modeling systems that support such structures are MECS (developed for encoding the works of Wittgenstein), LMNL, and CLIX.

A primary virtue of descriptive markup is considered to be its flexibility: if the fragments of text are labeled as to "what they are" as opposed to "how they should be displayed", software may be written to produce to process these fragments in useful ways not anticipated by the designers of the languages. For example, HTML's hyperlinks, originally designed for activation by a human following a link, are also widely used by Web search engines both in discovering new material to index and in estimating the popularity of Web resources. Descriptive markup also facilitates the simpler task of reformatting a documents as needed, because the format specification is not intertwined with the content.


History

The term "markup" is derived from the traditional publishing practice of "marking up" a manuscript, that is, adding printer's instructions in the margins of a paper manuscript. For centuries, this task was done by specialists known as "markup men" who marked up text to indicate what typeface, font, style, and size should be applied to each part, and then handed off the manuscript to someone else for the tedious task of typesetting by hand.

The idea of "markup languages" was apparently first presented by publishing executive William W. Tunnicliffe at a conference in 1967, although he preferred to call it "generic coding." Tunnicliffe would later lead the development of a standard called GenCode for the publishing industry. Book designer Stanley Fish also published speculation along similar lines in the late 1960s. Brian Reid, in his 1980 dissertation at Carnegi-Mellon University, developed the theory and a working implementation of descriptive markup in actual use. However, IBM researcher Charles Goldfarb is more commonly seen today as the "father" of markup languages, because of his work on IBM GML, and then as chair of the ISO committee that developed SGML, the first widely-used descriptive markup system. Goldfarb hit upon the basic idea while working on an early project to help a newspaper computerize its workflow, although the published record does not clarify when. He would later become familiar with the work of Tunnicliffe and Fish, and heard an early talk by Reid.

It must be noted that the details of the early history of descriptive markup languages are hotly debated. However, it is clear that the notion was independently discovered several times throughout the 70s (and possibly the late 60s), and became an important practice in the late 80s.

Some early examples of markup languages available outside the publishing industry can be found in typesetting tools on Unix systems such as troff and nroff. In these systems, formatting commands were inserted into the document text so that typesetting software could format the text according to the editor's specifications. It was a trial and error iterative process to get a document printed correctly. Availability of WYSIWYG ("what you see is what you get") publishing software supplanted much use of these languages among casual users, though serious publishing work still uses markup to specify the non-visual structure of texts.

Another major publishing standard was TeX, created and continuously refined by Donald Knuth in the 1970s and 80s. TeX concentrated on detailed layout of text and font descriptions in order to typeset mathematical books in professional quality. This required Knuth to spend considerable time investigating the art of typesetting. However, TeX requires considerable skill from the user, so that it is mainly used in academia, where it is a de-facto standard in many scientific disciplines. A TeX macro package known as LaTeX provides a descriptive markup system on top of TeX, and is widley used.

The first language to make a clear and clean distinction between structure and presentation was certainly Scribe, developed by Brian Reid and described in his 1980 doctoral thesis in [5]. Scribe was revolutionary in a number of ways, not least that it introduced the idea of styles separated from the marked up document, and of a grammar controlling the usage of descriptive elements. Scribe influenced the development of Generalized Markup Language (later SGML) and is a direct ancestor to HTML and LaTeX.

In the early 1980s, the idea that markup should be focused on the structural aspects of a document and leave the visual presentation of that structure to the interpreter led to the creation of SGML. The language was developed by a committee chaired by Goldfarb. It incorporated ideas from many different sources, including Tunnicliffe's project, GenCode. Sharon Adler, Anders Berglund, and James Mason were also key members of the SGML committee.

SGML specified a syntax for including the markup in documents, as well as one for separately describing what tags were allowed, and where (the DTD or schema). This allowed authors to create and use any markup they wished, selecting tags that made the most sense to them and were named in their own natural languages. Thus, SGML is properly a meta-language, and many particular markup langauge are derived from it. From the late 80s on, most substantial new markup languages have been based on SGML system, including for example TEI and DocBook. SGML was promulgated as an International Standard by ISO, ISO 8879, in 1986.

SGML found wide acceptance and use in fields with very large-scale documentation requirements. However, it was generally found to be cumbersome and difficult to learn, a side effect of attempting to do too much and be too flexible. For example, SGML made end tags (or start-tags, or even both) optional in certain contexts, because it was thought that markup would be done manually by overworked support staff who would appreciate saving keystrokes.

By 1991, it appeared to many that SGML would be limited to niche uses while WYSIWYG tools (which stored documents in proprietary binary formats) would take over the vast majority of document processing.

The situation changed dramatically when Sir Tim Berners-Lee, learning of SGML from co-worker Anders Berglund at CERN, used SGML syntax to create HTML. HTML resembles any other SGML-based tag language, though it began as simpler than most and a formal DTD was not developed until later. DeRose[3] argues that HTML's use of descriptive markup (and SGML in particular) was a major factor in the success of the Web, because of the flexibility and extensibility that enabled (other factors include the notion of URLs and the free distribution of browsers). HTML is likely the most used document format in the world today.

Another, newer, markup language that has gained great importance is XML (Extensible Markup Language). XML was developed by the World Wide Web Consortium, in a committee created and chaired by Jon Bosak. The main purpose of XML was to simplify SGML by focusing on a particular problem — documents on the Internet [4]. XML remains a meta-language like SGML, allowing users to create any tags needed (thus it's extensible) and then describe those tags and their permitted uses.

XML adoption was greatly helped because every XML document is also an SGML document, and existing SGML users and software could switch over relatively easily. However, XML mercilessly eliminated the complex features of SGML, radically easing learning and implementation. Other major contributions were to rectify some SGML problems in international settings, and to make it possible to parse and interpret documents correctly whether or not a schema is available.

XML was designed primarily for semi-structured environments such as documents and publications. However, it appeared to hit a sweet spot between simplicity and flexibility, and was rapidly adopted for many other uses. XML is now a markup language of choice for interchanging relational database data; for communicating transaction data between servers; for interactive vector graphics; and for many other unanticipated uses.

The newest incarnation of HTML is also based on XML: XHTML or eXtensible Hypertext Markup Language is a more rigorous and robust version that requires documents to be "well-formed" XML documents, but which uses the familiar HTML tags. The main difference between HTML and XHTML from the standpoint of coding the language is that all tags must be closed ('empty' tags such as <br> must either be 'closed' with a regular end-tag, or replaced by a special form: <br />).

Features

A common feature of many markup languages is that they intermix the text of a document with markup instructions in the same data stream or file. Here, for example, is a small section of text marked up in HTML:

<h1> Anatidae </h1>
<p>
The family <i>Anatidae</i> includes ducks, geese, and swans,
but <em>not</em> the closely-related screamers.
</p>

The codes enclosed in angle-brackets <like this> are markup instructions (known as tags), while the text between these instructions is the actual text of the document. The codes "h1", "p", and "em" are examples of structural markup, in that they describe the intended purpose or meaning of the text they include. Specifically, "h1" means "this is a first-level heading", "p" means "this is a paragraph", and "em" means "this is an emphasized word". A device reading such structural markup may apply its own rules or styles for presenting it, using larger type, boldface, indentation, or whatever style it prefers. The "i" instruction is an example of presentational markup. It specifies the exact appearance of the text (in this case, the use of an italic typeface) without specifying the reason for that appearance.

The Text Encoding Initiative (TEI) has published extensive guidelines for how to encode texts of interest in the humanities and social sciences, developed through years of international cooperative work. These guidelines are used by countless projects encoding historical documents, the works of particular scholars, periods, or genres, and so on.

Alternative usage

While the idea of markup language was originated from text document, there is an increasing usage of markup languages in areas like vector graphics, web services, content syndication, and user interfaces. Most of these are applications of XML as XML is a clean, well-formatted and extensible markup language. The use of XML has also lead to the possibility of combining multiple markup languages into a single profile, like XHTML+SMIL and XHTML+MathML+SVG [1] (http://www.w3.org/TR/2002/WD-XHTMLplusMathMLplusSVG-20020809/).

See also

References

  • TEI guidelines (http://www.tei-c.org/Guidelines2/index.html)
  • Markup systems and the future of scholarly text processing (http://xml.coverpages.org/coombs.html) by James H. Coombs, Allen H. Renear, and Steven J. DeRose. Originally published in the November 1987 CACM, and reprinted several times in other forums, this article introduced many of the concepts now used in discussing markup languages, and lays out the basic arguments for the superior usability of descriptive markup.
  • [3]DeRose, Steven J. "The SGML FAQ Book." Boston: Kluwer Academic Publishers, 1997. ISBN 0-7923-9943-9
  • [4]http://www.w3.org/TR/2004/REC-xml11-20040204/ Extensible Markup Language (XML)]
  • [5]Reid, Brian. "Scribe: A Document Specification Language and its Compiler." Ph.D. thesis, Carnegie-Mellon University, Pittsburgh PA. Also available as Technical Report CMU-CS-81-100.bg:Маркиращ език

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