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W3C

Requirements of Japanese Text Layout

W3C Working Draft 15 October 2008

This version:
http://www.w3.org/TR/2008/WD-jlreq-20081015/
Latest version:
http://www.w3.org/TR/jlreq/
Previous version:
http://www.w3.org/TR/2008/WD-jlreq-20080411/
Editors:
Yasuhiro Anan, Microsoft
Hiroyuki Chiba, Invited Expert
Junsaburo Edamoto, Invited Expert
Richard Ishida, W3C
Keiichiro Ishino, Antenna House
Tatsuo Kobayashi, JustSystems
Toshi Kobayashi, Invited Expert
Kenzou Onozawa, Invited Expert
Felix Sasaki, W3C

This document is also available in these non-normative formats: Japanese version. The English version of this document is the authoritative version.


Abstract

This document describes requirements for general Japanese layout realized with technologies like CSS, SVG and XSL-FO. The document is mainly based on a standard for Japanese layout, JIS X 4051. However, it addresses also areas which are not covered by JIS X 4051. The document is currently in draft stage.

Status of this Document

This section describes the status of this document at the time of its publication. Other documents may supersede this document. A list of current W3C publications and the latest revision of this technical report can be found in the W3C technical reports index at http://www.w3.org/TR/.

This is an updated Working Draft of "Requirements of Japanese Text Layout". This document is also available in a Japanese version. The English version of this document is the authoritative version.

This document describes requirements for general Japanese layout realized with technologies like CSS, SVG and XSL-FO. The document is mainly based on a standard for Japanese layout, JIS X 4051. However, it addresses also areas which are not covered by JIS X 4051. The document is currently in draft stage. It contains most of the material which the task force intends to publish as a Working Group note in December 2008.

This document was developed by participants from four W3C Groups - the CSS, Internationalization Core, SVG and XSL Working Groups - , working together as part of the Japanese Layout Task Force. The Task Force expects to advance this Working Draft to Working Group Note.

Feedback about the content of this document is encouraged until 15 November 2008. Send your comments to www-i18n-comments@w3.org. Use "[Comment on jlreq WD]" in the subject line of your email, followed by a brief subject. The archives for this list are publicly available.

Publication as a Working Draft does not imply endorsement by the W3C Membership. This is a draft document and may be updated, replaced or obsoleted by other documents at any time. It is inappropriate to cite this document as other than work in progress.

This document was produced by groups operating under the 5 February 2004 W3C Patent Policy. The groups do not expect this document to become a W3C Recommendation. W3C maintains a public list of disclosures for each group: CSS Working Group disclosures, i18n Core Working Group disclosures, SVG Working Group disclosures, and XSL Working Group disclosures. Those pages also include instructions for disclosing a patent. An individual who has actual knowledge of a patent which the individual believes contains Essential Claim(s) must disclose the information in accordance with section 6 of the W3C Patent Policy.


Table of Contents

Introduction
   1.1 Purpose of This Document
   1.2 How This Document was Created
   1.3 Basic Principles for Development of this Document
   1.4 The Structure of This Document
   1.5 Reference of Definition and Others
Basics of Japanese Composition
   2.1 Page Formats for Japanese Documents
      2.1.1 Specification of Page Formats
      2.1.2 Basic Templates of page Formats
      2.1.3 Elements of Page Formats
      2.1.4 Elements of Kihon-hanmen
      2.1.5 Kihon-hanmen and Examples of Real Page Format
   2.2 Japanese Characters - Dimensions of Kanji and Kana Characters
      2.2.1 Characters Used for Japanese Composition
      2.2.2 Kanji, Hiragana and Katakana
      2.2.3 Principles of Arrangement of Kanji and Kana Characters
   2.3 Vertical Writing Mode and Horizontal Writing Mode
      2.3.1 Directional Factors in Japanese Composition
      2.3.2 Major Differences between Vertical Writing Mode and Horizontal Writing Mode
   2.4 Specifying the Kihon-hanmen
      2.4.1 Procedure for Defining the Kihon-hanmen
      2.4.2 Considerations in Designing the Kihon-hanmen
   2.5 Pagewise Arrangement of Kihon-hanmen Elements
      2.5.1 Examples of Items Jutting Out of the Kihon-hanmen
      2.5.2 Line Positioning based on the Kihon-hanmen Design
      2.5.3 Character Positioning based on Kihon-hanmen Design
   2.6 Running Heads and Page Numbers
      2.6.1 Positioning of Running Heads and Page Numbers
      2.6.2 Principles of Arrangements of Running Heads and Page Numbers
      2.6.3 Ways of Arranging Running Heads and Page Numbers
Line Composition
   3.1 Line Composition Rules for Punctuation Marks
      3.1.1 Differences in Vertical and Horizontal Composition in Use of Punctuation Marks
      3.1.2 Positioning of Punctuation Marks (Commas, Periods and Brackets)
      3.1.3 Exceptional Positioning of [、] (IDEOGRAPHIC COMMA)and [・] (KATAKANA MIDDLE DOT)
      3.1.4 Positioning of Consecutive the opening brackets(cl-01), the closing brackets(cl-02), the commas(cl-07) and the full stops(cl-06)
      3.1.5 Positioning of the opening brackets(cl-01) at Line Head
      3.1.6 Positioning of the dividing punctuation marks(cl-04) ([?] (QUESTION MARK) and [!] (EXCLAMATION MARK) and the hyphens(cl-03)
      3.1.7 Characters Not Starting Line
      3.1.8 Characters Not Ending Line
      3.1.9 Positioning of the closing brackets(cl-02), the full stops(cl-06), the commas(cl-07) and the middle dots(cl-05) at Line End
      3.1.10 Unbreakable Character Sequence
      3.1.11 Unbreakable Character Sequence
      3.1.12 Examples of Line Adjustment
   3.2 Japanese and Western Mixed Text Composition (including Horizontal-in-Vertical Text Composition)
      3.2.1 Composition of Japanese and Western Mixed Texts
      3.2.2 Mixed Text Compostion in the Horizontal Writing Mode
      3.2.3 Mixed Text Composition in Vertical Settings
      3.2.4 Setting Method for Full Width Mono-space Latin Letters and Western-Arabic Numerals
      3.2.5 Handling of Tatechuyoko (Horizontal-in-Vertical Settings)
      3.2.6 Handling of Western Text in Japanese Text using proprtional Western Fonts
   3.3 Ruby and Emphasis Dots
      3.3.1 Usage of Ruby
      3.3.2 Choice of Base Characters to be annotated by Ruby
      3.3.3 Choice of Sizes for Ruby Characters
      3.3.4 Choice of Sides for Ruby with respect to Base Characters
      3.3.5 Positioning of Mono-Ruby with respect to Base Characters
      3.3.6 Positioning of Group-Ruby with respect to Base Characters
      3.3.7 Positioning of Jukugo-Ruby with respect to Base Characters
      3.3.8 Adjustments of Ruby of which length is longer than that of Base Characters
      3.3.9 Composition of Emphasis Dots
   3.4 Inline Cutting Note (Warichu)
      3.4.1 The Situations Inline Cutting Note (Warichu) is used.
      3.4.2 Character Size for Inline cutting note and Line Gaps
      3.4.3 Handling of inline cutting note, when the inline cutting note is set straddled over two base text lines
   3.5 Paragraph Adjustment Rules
      3.5.1 Line Head Indent at the Beginning of Paragraphs
      3.5.2 Line Head Indent and Line End Indent
      3.5.3 Justification Processing
      3.5.4 Widow Adjustment of Paragraphs
   3.6 Tab Setting
      3.6.1 The Usage of Tab Setting
      3.6.2 The Types of Tab Settings
      3.6.3 The setting method of the target text
   3.7 Other Rules of Japanese Typesetting
      3.7.1 Superscript and superscript
      3.7.2 Furiwake
      3.7.3 Jidori Processing
      3.7.4 Processing of Math Symbols and Math Operators
   3.8 Line Adjustment
      3.8.1 Necessity for Line Adjustment
      3.8.2 Reduction and Addition of Inter Character Space
      3.8.3 Procedures for Inter Character Space Reduction
      3.8.4 Procedures for Inter Character Space Expansion
   3.9 About Character Classes
      3.9.1 Differences in Positioning of Characters and Symbols
      3.9.2 Grouping of Characters and Symbols depending on their Positioning
      3.9.3 Positioning Methods for each Character Class

Appendix
1 Character classes
2 Spacing between characters
3 Possibility of separation between characters
4 Positions which allow for line adjustment by interletter space-reduction
5 Positions which allow for line adjustment by interletter space-addition
6 Positioning of Jukugo-ruby
7 Terminology
8 References (Non-Normative)
9 Revision Log (Non-Normative)
10 謝辞(参考)


1 Introduction

1.1  Purpose of This Document

Writing systems are important aspect of a culture, together with languages and scripts.Editors note: I'm not sure many people will appreciate the difference between 'writing system' and 'script', so I'd suggest rewording this. Each cultural community has its own language, script and writing system. In that sense, the transfer of each writing system into cyberspace is a task with very high importance for information and communication technology.

As one of the basic work items of this task force, this document describes issues of text composition in the Japanese writing system. The goal of the task force is not to propose actual solutions but describe important issues as basic information for actual implementations.

1.2  How This Document was Created

This document was created by the W3C Japanese Layout Task Force. The Task Force has discussed many issues and harmonized the requirements from user communities and solutions from technological experts. It includes the following participants:

  1. Japanese text composition experts (The editors of "JIS X 4051:Formatting rules for Japanese documents").

  2. Internationalization and standardization experts in Japan (from Microsoft, Antenna House, Justsystems).

  3. Members of the W3C CSS, i18n Core, SVG and XSL Working Groups.

This task force also constitutes an important innovation due to its bilingual work-flow. Discussion is mainly conducted in Japanese, because of the Japanese composition issues, but, minutes and mailing list are written in English. To support the development, the task force held already two face-to-face meetings with participating Working Groups.

The document itself was also developed bilingually, and is published bilingually. We carefully avoided using jargon for technical terms. Even if there were English words corresponding to the Japanese, we carefully studied any potential differences in the nuances of meaning, and if there were differences between corresponding concepts, we provided the Japanese jargon in romaji (Latin transliteration) for future discussion. Moreover, we prepared as many figures as possible, with clear and understandable English, to help non-Japanese readers.

1.3  Basic Principles for Development of this Document

Japanese composition exhibits several differences from Western composition. Major differences include:

  1. The use of not only horizontal writing mode but also vertical writing mode.

  2. The fact that, in principle, the width of all ideographic (cl-19), hiragana (cl-15), katakana (cl-16) characters is full-width and fixed-width, and these characters are composed using solid setting.

Accordingly, this document mainly explains the characteristics of Japanese composition along the lines of the following policy.

  1. It does not fully cover all issues of the Japanese composition system, but mainly discusses the differences from Western composition systems.

  2. It focuses on the requirements for the Japanese visual presentation form of text composition. Technology-specific interpretations of the requirements and/or how to implement them are out of scope for this document.

  3. It explicitly refers to JIS X 4051 "Formatting rules for Japanese documents" as much as possible. Unless an issue is not explained in JIS X 4051, this document focuses on basic issues of Japanese layout, and for more detail references the corresponding clause of JIS X 4051. To implement a high quality Japanese text layout system, the implementers will have to refer to JIS X 4051, however, the descriptions in this document are sufficient to recognize the basic characteristics of Japanese composition. On the other hand, some issues, which are not described in JIS X 4051, are described in detail.

    In accordance with this policy, this document provides tutorial- or summary-like, supplementary explanations, related background, and additional descriptions for JIS X 4051 information. This document covers all the basic issues of Japanese text layout, but the reader will need to refer to JIS X 4051 for advanced discussion.

  4. It provides typical examples in actual use for key composition features, to enable better understanding of their usage.

  5. For non-Japanese readers, frequency of use is indicated for each requirement. These frequencies are not the outcome from any accurate research, but from the long experience of the authors. They are intuitive for ordinary Japanese text readers, however, for non-Japanese readers it may be difficult to imagine without explicit information. These frequencies are only rough information to prioritize the importance of issues. A couple of examples:

    "warichu (inline cutting note) is not frequently used, but is useful to simply annotate persons, things, and so on, at the place where the text appears, especially in classic texts or translations." "ruby is frequently used in modern documents, including newspapers."

  6. In consideration of non-Japanese readers of this document, figures are used for explanations wherever possible.

  7. Text layout rules and recommendations for readable design are different things, however, these two issues are difficult to discuss independently. In this document, these two aspects are carefully separated. The cosmetic design recommendations are mainly described using notes.

  8. The main target of this document is common books. The authors' experiences are mainly related to common books, and the quality required for common books is the highest in the market. There are many kinds of books in the market, and the requirements are quite diverse. The task force has a lot of accumulated experience in requirements and solutions for Japanese text composition. Nonetheless, many issues, which have been discussed over a long period of time, are applicable for other kinds of publication.

    In terms of frequency of use, the importance of magazines, technical manuals, Web documents show no difference fromrates alongside common books. However, there are several characteristics in these publications, which are different from common books. These issues should be treated more fully in future documents.

1.4  The Structure of This Document

This document consists of three parts:

1 The basics of specifying Japanese text composition.

2 The processing of line composition.

3 The approach to hanmen design.

[sec. 2] explains the characteristics of letters and symbols which are used in Japanese composition, their differences in vertical writing mode and horizontal writing mode, and the design and adaptation of kihon-hanmen.

[sec. 3] explains line composition methods for ideographic characters (cl-19), hiragana (cl-15), katakana (cl-16), and punctuation marks, together with ruby (inter-line pronunciation information and annotation) and the mixing of Japanese and Latin letters.

[sec. WARNING! No anchor for section reference: #en-heading3] describes construction methods and composition methods for headings, notes, illustrations and tables.

In principle, characters in Japanese composition are full-width, fixed-width, and positioned without spaces (solid setting). This is taken as a basic premise for the design of the kihon-hanmen, the basis of book layout. Furthermore, the design of kihon hanmen, illustrations, characters, symbols etc. are placed in an actual page. For the understanding of to understand Japanese layout, it is important to understand the design of the kihon-hanmen and how to position illustrations, characters, symbols etc. in relation to it. Hence, [sec. 2] describes in detail the design of the kihon-hanmen and its dependenciesapplication methods in detail . In particular, [sec. 2.5] provides prototypical patterns for the three guidelines listed after this paragraph: what is strictly recommendedrecommendations need to be strictly taken into account, and what exceptions are possible. (The goal of these explanations is an understanding of Japanese composition. Since detailed explanations of the various elements of kihon-hanmen are given in [sec. 3] and [sec. WARNING! No anchor for section reference: #en-heading3], some explanations are repeated.)

  1. Keep to the basic size and column numbers that were decided upon in setting up the kihon-hanmen.

  2. Keep to the line positions that were decided upon in setting up the kihon-hanmen, with some exceptions.

  3. Keep to the letter positions that were decided upon in setting up the kihon-hanmen, with some exceptions.

1.5  Reference of Definition and Others

The definitions of technical terms are described in a separate document. The notation of technical terms and reference to the definitions are as follows:

TBD

2  Basics of Japanese Composition

2.1  Page Formats for Japanese Documents

2.1.1  Specification of Page Formats

The page format of a Japanese document is specified by:

  • Firstly, preparing a template of the page format, which determines the basic appearance of pages of the document;

  • Then, specifying the details of actual page elements based on the templates.

2.1.2  Basic Templates of page Formats

Generally, books use only one template forof page format and magazines often use several templates.

Although in books, as mentioned before, there tends to be one template for the page format, the basic pattern is typically adapted. For example, the table of contents may contain small modifications. Furthermore, there are many examples of indices indexes with a different page format than the basic page format, and books in vertical writing mode, often have indexes in horizontal writing mode. It holds also for such cases where the goal is to make the size of the hanmen for indices close to the size of hanmen in the basic page format. ???

Magazines gather articles of different kinds. Often the layout will differ depending on the content of the article. For example, one part may have 9 point character size and 3 columns, and another part 8 point character size and 4 columns.

2.1.3  Elements of Page Formats

An Example of a Page Template for vertical writing mode

[Fig.1]: An Example of a Page Format for Vertical Writing Mode

The following are the basic elements of a Page Format. [Fig.1] illustrates an example of a page format using vertical writing mode).

  1. Trim size and binding side (Japanese documents with vertical writing mode mode are bound on the right-hand side, and documents with horizontal writing mode are bound on the left-hand side. See [Fig.2]. )

  2. Principal text direction (vertical writing mode or horizontal writing mode).

  3. Appearance of kihon-hanmen and its position relative to the trim size.

  4. Appearance of running heads and page numbers, and their positions relative to the trim size and kihon-hanmen.

Binding-Side (Left-Hand Side Binding and Right-Hand Side Binding)

[Fig.2]: Binding-side (bound on the right-hand side and bound on the left-hand side)

2.1.4  Elements of Kihon-hanmen

kihon-hanmen is the hanmen style designed as the basis of a book. The following are the basic elements of kihon-hanmen (See [Fig.3]).

(note 1)

To understand the characteristics of Japanese composition it is important to understand how the various elements of kihon-hanmen are applied to a real page. The details will be explained later.

(note 2)

The normative definition of kihonhanmen is provided in JIS X 4051, sec. 7.5.

(note 3)

Format examples (including running heads and page numbers) and composition examples for kihonhanmen in different paper sizes are available in JIS X 4051 annexes 3 and 4.

Elements of KIHON HANMEN (Example in vertical writing mode)

[Fig.3]: Elements of kihon-hanmen (Example in vertical writing mode)

  1. Character size and typeface name

  2. Text direction (vertical writing mode or horizontal writing mode)

  3. Number of columns and column space when using multi-column format

  4. Number of characters per line

  5. Number of lines per page (number of lines per column when using multi-column format)

  6. Line gap (or line feed)

2.1.5  Kihon-hanmen and Examples of Real Page Format

Below are several examples of how the basic page format is created, and how then various elements are placed on a real text page (This and other aspects of how the various elements of kihon-hanmen are arranged on each page are explained in [sec. 2.5].).

  1. Space and position of headings

    The space around headings in the block direction is specified by using the line positions provided by the kihon-hanmen as a basis, and by deciding how many lines need to be used. (Details of this processing are defined in JIS X 4051, sec. 8.3.3.d). The line head indent of the inline direction for the heading is normally specified using the character positionsgrid of the kihon-hanmen. The line head indent is specified as a number of character positions. In the example in [Fig.4] the heading is placed in the middle line of three lines of the kihon-hanmen grid. It is indented by 4 characters of the kihon-hanmen grid.

    Layout example of a heading based on the line position which is designed via KIHON HANMEN

    [Fig.4]: Layout example of a heading based on the line positions established via kihon-hanmen

    (note 1)

    Details of the different types of heading, creation of headings, methods for placing headings, etc. are explained in [sec. WARNING! No anchor for section reference: #en-subheading3_1].

  2. Size of illustrations

    In horizontal writing mode with two columnsthe width of illustrations should, if at all possible, be either the width of one kihon-hanmen column or the width of the kihon-hanmen (see [Fig.5]). The illustrations are usually set at the head or the foot of the page (See [Fig.5]).

    Example of illustrations in two columns, horizontal setting

    [Fig.5]: Example of illustrations in two columns, horizontal writing mode

    (note 1)

    Details of illustration positioning are explained in [sec. WARNING! No anchor for section reference: #en-subheading3_3].

  3. Hanmen size for the table of contents

    The hanmen size for the table of contents of books is based on the size of the kihon-hanmen. There are many examples of tables of contents in vertical writing mode where the size of the left-to-right line feedleft-to-right size is identical to that of the kihon-hanmen, but the text direction size for head and foot top-to-bottom size is a little bit smaller (See [Fig.6]).

    Design example for the table of contents in vertical layout

    [Fig.6]: Design example for the table of contents in vertical writing mode

    (note 1)

    There are cases when a different hanmen than the kihon-hanmen is used for positioning of running heads and page numbers. This will be discussed in [sec. 2.6.2] (See [Fig.49]).

2.2  Japanese Characters - Dimensions of Kanji and Kana Characters

2.2.1  Characters Used for Japanese Composition

Japanese letters used for composing Japanese text mainly consist of ideographic (cl-19)hiragana (cl-15) and katakana (cl-16) characters (see [Fig.7]).

KANJI, HIRAGANA and KATAKANA

[Fig.7]: Kanji, hiragana and katakana

(note 1)

In addition to kanji and kana, various punctuation marks (see [Fig.8]) as well as Western-Arabic numerals, Latin letters and/or Greek letters may be used in Japanese text.

Examples of punctuation marks

[Fig.8]: Examples of punctuation marks

(note 2)

The details of characters and character classes used in this document will be explained in [sec. 3.9], as well as in a separate document about the terminology of Japanese Layout. Also, the mapping from letters and symbols in each character class to Unicode code points will be shown in an appendix [sec. WARNING! No anchor for section reference: #tbd](Editor's note: replace with the actual appendix number.) to this document.

2.2.2 Kanji, Hiragana and Katakana

Ideographic (cl-19)hiragana (cl-15) and katakana (cl-16) characters are the same size, and have square imaginary bodies of equal dimensions (also known as the outer frame of a character). Aligned with the vertical and horizontal center of the imaginary body there is a smaller box called the letter face, which contains the actual symbol. Character size is measured by the size of the imaginary body (see [Fig.9]). "Character width" is a term to describe the advance width of the imaginary body of a character. By definition it is equal to the "width" of a character in horizontal writing mode, whereas it is the height of a character in vertical writing mode (see [Fig.9]).

The Size of KANJI and KANA, and their imaginary bodies

[Fig.9]: The Size of Kanji and Hiragana, and the Imaginary Bodies

(note 1)

In vertical writing mode, the letter face of small kana (cl-11) characters (っ, ょ, ュ, ァ, ィ, ゥ, etc) is placed at the vertical center and to the right of the horizontal center of the imaginary body ; in horizontal writing mode, it is placed at the horizontal center and below the vertical center (see [Fig.10]). Also there are punctuation marks with letter faces that are not placed at the vertical and horizontal center of the imaginary body.

Small KANA letter and the position of its letter face in the imaginary body

[Fig.10]: Small kana letters and the position of their letter face in the imaginary body.

2.2.3  Principles of Arrangement of Kanji and Kana Characters

In principle, when composing a line with ideographic (cl-19)hiragana (cl-15) and katakana (cl-16) characters no extra space appears between their imaginary bodies. This is called  solid setting (see [Fig.11]).

Example of solid setting in horizontal composition

[Fig.11]: Example of solid setting in horizontal writing mode.

(note 1)

SinceIn the letterpress printing era, ideographic (cl-19)hiragana (cl-15) and katakana (cl-16) letters were designed so that they were easy to read in solid setting, regardless of text direction. However, unlike the letterpress printing era, when several sizes of the original, physical, pattern of a letter were required to create matrices, in today's digital era the same original pattern can be used for any size simply by enlargement or reduction. Because of this, it might be necessary to adjust the inter-letter space when composing lines at large character sizes.

(note 2)

Depending on the contents context , there are several settings in addition to the solid setting, as shown below.

  1. Fixed inter-letter spacing: Text set with a fixed size space between each imaginary body (see [Fig.12]).

    Examples of AKIGUMI in horizontal composition

    [Fig.12]: Examples of fixed inter-letter spacing in horizontal writing mode.

    Fixed inter-letter spacing in books is used for the following reasons:

    1. To achieve a balance between  running heads with few and with many characters. Fixed inter-letter spacing is used for the running heads with few characters. Examples of fixed inter-letter spacing for running heads are given in JIS X 4051, annex 5.

    2. To achieve a balance between headings with few and with many characters. Fixed inter-letter spacing is used for the headings with few characters. Examples of fixed inter-letter spacing for headings are given in JIS X 4051, annex 6.

    3. For captions of illustrations and tables, which only have a few characters. Fixed inter-letter spacing is used to balance with the size of the illustration or table.

    4. In some cases, fixed inter-letter spacing is used for Chinese and Japanese poetry where one line has only a few characters.

    (note 1)

    Fixed inter-letter spacing, including also even tsumegumi, is defined in JIS X 4051, sec. 4.18.1 b.

  2. Even inter-letter spacing: Text set with equal inter-letter spacing between characters on a given line, so that each line is aligned to the same line start and line end (see [Fig.13]).

    Example of equal inter-character space setting in horizontal composition

    [Fig.13]: Example of even inter-character space setting in horizontal writing mode

    Even inter-character space setting in books is used for unifying the length of table headings with Japanese text (see [Fig.14]). There are also examples (e.g. lists of names) in which parts of person names receive equal spacing.

    Example of a table with equal spacing

    [Fig.14]: Example of a table with equal spacing

    (note 1)

    Even inter-letter spacing, including processing of jidori, is defined in JIS X 4051, sec. 4.18.1.

  3. Tsumegumi (kerning / tracking) : Text is set with negative inter-letter space reduced inter-letter space than solid setting by by arranging characters so that a portion of two imaginary bodies overlap each other. This is divided further into two types, depending on the methods of inter-character space reduction. One method involves reducing by the same amount of inter-character space (even tsumegumi or tracking, see [Fig.15]) and the other is to determine the amount of space to reduce based on the distance between the two letter faces of adjacent characters (face tsumegumi or letter face kerning, see [Fig.16]).

    Example of tracking in horizonatl setting

    [Fig.15]: Example of even tsumegumi in horizontal writing mode (2nd and 4th lines. The 1st and 3rd lines are the same text with solid setting, for comparison)

    Example of letter face kerning in horizontal composition

    [Fig.16]: Example of face tsumegumi in horizontal writing mode (2nd and 4th lines. The 1st and 3rd lines are the same text with solid setting, for comparison)

    In the main text of books, the most reader-friendly approach is to use solid setting. However, if the character size is larger, it may occur that the distance between characters becomes unbalanced, and tsumegumi or face tsumegumi will be applied. For example, there are books where tsumegumi and face tsumegumi are used with headings set in large character sizes. These methods are rarely used in books, for which ease of reading is very important. But in magazines or advertisements there are many more examples of tsumegumi and face tsumegumi. Probably for magazines the structuring of pages is very important, and characters on a page need to be settled. Magazines tend to use type to differentiate themselves from others, and so devices like this are sometimes used for that purpose.

2.3 Vertical Writing Mode and Horizontal Writing Mode

2.3.1  Directional Factors in Japanese Composition

Japanese composition has two layout directions. One is vertical direction (vertical writing mode), the other is horizontal direction (horizontal writing mode). Depending on the contentcontext , either of the directions may be chosen.

(note 1)

Ideographic (cl-19)hiragana (cl-15) and katakana (cl-16) characters for Japanese composition have basically been designed to have a square body with the same dimensions. Thus the same collection of printing types can be used in either vertical writing mode or horizontal writing mode, simply by changing the direction of text, (see [Fig.17]). There were some attempts to develop printing types designed exclusively for horizontal writing mode, but they were not widely accepted.

Vertical writing mode and horizontal composition

[Fig.17]: Vertical writing mode and horizontal writing mode. (The arrows show the reading direction.)

(note 2)

There is little market data comparing the number of pages with vertical writing mode  and horizontal writing mode, but it is said that both are almost the same.

(note 3)

For official (e.g. governmental) documentation, horizontal writing mode is recommended. Educational material (with the exception of certain topics) is mostly in horizontal writing mode. Readers of "mobile novels" are increasing, and it is expected that in the future horizontal writing mode will increase in this area as well. However, most of the large newspapers are written completely in vertical writing mode, and most of the large journals for ordinary readers are almost completely set in vertical writing mode. In addition, novels, which are the most widely read kind of book publication, are almost completely in vertical writing mode (some readers say that they cannot read a novel if it is not in vertical writing mode). Hence it can be expected that the importance of vertical writing mode for Japanese will not change for the time being.

(note 4)

There's usually only one direction for all text throughout a book, but there are cases where horizontal writing mode is used in certain parts of vertically composed books (see [Fig.18]). Tables, captions for illustrations, running heads, and  page numbers composed horizontally in a page with a vertical writing mode.

Example of partial adoption of horizontal composition in vertically composed books

[Fig.18]: Example of horizontal writing mode in parts of vertically composed books

2.3.2  Major Differences between Vertical Writing Mode and Horizontal Writing Mode

The following are major differences between vertical writing mode and horizontal writing mode.

  1. Arrangement of characters, lines, columns and pages; direction of page progression.

    (note 1)

    The positioning of characters, lines and paragraphs in vertical and horizontal writing mode is defined in JIS X 4051, sec. 7.4.4.

    1. Vertical writing mode. See [Fig.19] for an example of vertical writing mode with two columns per page.

      Direction of arrangement for characters and other elements in vertical writing mode.

      [Fig.19]: Direction of arrangement of characters and other elements in vertical writing mode.

      1. Characters are arranged from top to bottom, lines are arranged from right to left.

      2. Columns are arranged from top to bottom. A book starts with the left(recto) side and progresses from right to left (see [Fig.20]).

        Progression of pages for a book with vertical writing mode

        [Fig.20]: Progression of pages for a book with vertical writing mode.