Added initial usermanual chapter on cluster levels.
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<xi:include href="usermanual-hello-harfbuzz.xml"/>
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<xi:include href="usermanual-buffers-language-script-and-direction.xml"/>
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<xi:include href="usermanual-fonts-and-faces.xml"/>
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<xi:include href="usermanual-clusters.xml"/>
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<xi:include href="usermanual-opentype-features.xml"/>
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<xi:include href="usermanual-glyph-information.xml"/>
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</part>
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<chapter id="clusters">
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<sect1 id="clusters">
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<title>Clusters</title>
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<para>
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In shaping text, a <emphasis>cluster</emphasis> is a sequence of
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code points that needs to be treated as a single, indivisible unit.
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</para>
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<para>
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When you add text to a HB buffer, each character is associated with
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a <emphasis>cluster value</emphasis>. This is an arbitrary number as
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far as HB is concerned.
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</para>
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<para>
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Most clients will use UTF-8, UTF-16, or UTF-32 indices, but the
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actual number does not matter. Moreover, it is not required for the
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cluster values to be monotonically increasing, but pretty much all
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of HB's tests are performed on monotonically increasing cluster
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numbers. Nevertheless, there is no such assumption in the code
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itself. With that in mind, let's examine what happens with cluster
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values during shaping under each cluster-level.
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</para>
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<para>
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HarfBuzz provides three <emphasis>levels</emphasis> of clustering
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support. Level 0 is the default behavior and reproduces the behavior
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of the old HarfBuzz library. Level 1 tweaks this behavior slightly
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to produce better results, so level 1 clustering is recommended for
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code that is not required to implement backward compatibility with
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the old HarfBuzz.
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</para>
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<para>
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Level 2 differs significantly in how it treats cluster values.
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Levels 0 and 1 both process ligatures and glyph decomposition by
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merging clusters; level 2 does not.
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</para>
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<para>
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The conceptual model for what the cluster values mean, in levels 0
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and 1, is this:
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</para>
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<itemizedlist spacing="compact">
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<listitem>
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<para>
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the sequence of cluster values will always remain monotone
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</para>
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</listitem>
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<listitem>
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<para>
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each value represents a single cluster
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</para>
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</listitem>
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<listitem>
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<para>
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each cluster contains one or more glyphs and one or more
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characters
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</para>
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</listitem>
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</itemizedlist>
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<para>
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Assuming that initial cluster numbers were monotonically increasing
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and distinct, then all adjacent glyphs having the same cluster
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number belong to the same cluster, and all characters belong to the
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cluster that has the highest number not larger than their initial
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cluster number. This will become clearer with an example.
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</para>
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</sect1>
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<sect1 id="a-clustering-example-for-levels-0-and-1">
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<title>A clustering example for levels 0 and 1</title>
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<para>
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Let's say we start with the following character sequence and cluster
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values:
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</para>
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<programlisting>
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A,B,C,D,E
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0,1,2,3,4
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</programlisting>
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<para>
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We then map the characters to glyphs. For simplicity, let's assume
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that each character maps to the corresponding, identical-looking
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glyph:
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</para>
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<programlisting>
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A,B,C,D,E
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0,1,2,3,4
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</programlisting>
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<para>
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Now if, for example, <literal>B</literal> and <literal>C</literal>
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ligate, then the clusters to which they belong "merge".
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This merged cluster takes for its cluster number the minimum of all
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the cluster numbers of the clusters that went in. In this case, we
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get:
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</para>
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<programlisting>
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A,BC,D,E
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0,1 ,3,4
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</programlisting>
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<para>
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Now let's assume that the <literal>BC</literal> glyph decomposes
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into three components, and <literal>D</literal> also decomposes into
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two. The components each inherit the cluster value of their parent:
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</para>
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<programlisting>
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A,BC0,BC1,BC2,D0,D1,E
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0,1 ,1 ,1 ,3 ,3 ,4
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</programlisting>
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<para>
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Now if <literal>BC2</literal> and <literal>D0</literal> ligate, then
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their clusters (numbers 1 and 3) merge into
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<literal>min(1,3) = 1</literal>:
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</para>
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<programlisting>
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A,BC0,BC1,BC2D0,D1,E
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0,1 ,1 ,1 ,1 ,4
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</programlisting>
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<para>
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At this point, cluster 1 means: the character sequence
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<literal>BCD</literal> is represented by glyphs
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<literal>BC0,BC1,BC2D0,D1</literal> and cannot be broken down any
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further.
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</para>
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</sect1>
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<sect1 id="reordering-in-levels-0-and-1">
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<title>Reordering in levels 0 and 1</title>
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<para>
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Another common operation in the more complex shapers is when things
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reorder. In those cases, to maintain monotone clusters, HB merges
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the clusters of everything in the reordering sequence. For example,
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let's again start with the character sequence:
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</para>
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<programlisting>
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A,B,C,D,E
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0,1,2,3,4
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</programlisting>
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<para>
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If <literal>D</literal> is reordered before <literal>B</literal>,
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then the <literal>B</literal>, <literal>C</literal>, and
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<literal>D</literal> clusters merge, and we get:
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</para>
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<programlisting>
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A,D,B,C,E
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0,1,1,1,4
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</programlisting>
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<para>
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This is clearly not ideal, but it is the only sensible way to
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maintain monotone indices and retain the true relationship between
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glyphs and characters.
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</para>
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</sect1>
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<sect1 id="the-distinction-between-levels-0-and-1">
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<title>The distinction between levels 0 and 1</title>
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<para>
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So, the above is pretty much what cluster levels 0 and 1 do. The
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only difference between the two is this: in level 0, at the very
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beginning of the shaping process, we also merge clusters between
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base characters and all Unicode marks (combining or not) following
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them. E.g.:
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</para>
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<programlisting>
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A,acute,B
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0,1 ,2
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</programlisting>
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<para>
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will become:
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</para>
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<programlisting>
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A,acute,B
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0,0 ,2
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</programlisting>
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<para>
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This is the default behavior. We do it because Windows did it and
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old HarfBuzz did it, so this remained the default. But this behavior
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makes it impossible to color diacritic marks differently from their
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base characters. That's why in level 1 we do not perform this
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initial merging step.
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</para>
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<para>
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For clients, level 0 is more convenient if they rely on HarfBuzz
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clusters for cursor positioning. But that's wrong anyway: cursor
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positions should be determined based on Unicode grapheme boundaries,
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NOT shaping clusters. As such, level 1 clusters are preferred.
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</para>
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<para>
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One last note about levels 0 and 1. We currently don't allow a
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<literal>MultipleSubst</literal> lookup to replace a glyph with zero
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glyphs (i.e., to delete a glyph). But in some other situations,
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glyphs can be deleted. In those cases, if the glyph being deleted is
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the last glyph of its cluster, we make sure to merge the cluster
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with a neighboring cluster.
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</para>
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<para>
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This is, primarily, to make sure that the starting cluster of the
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text always has the cluster index pointing to the start of the text
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for the run; more than one client currently relies on this
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guarantee.
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</para>
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<para>
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Incidentally, Apple's CoreText does something else to maintain the
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same promise: it inserts a glyph with id 65535 at the beginning of
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the glyph string if the glyph corresponding to the first character
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in the run was deleted. HarfBuzz might do something similar in the
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future.
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</para>
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</sect1>
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<sect1 id="level-2">
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<title>Level 2</title>
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<para>
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Level 2 is a different beast from levels 0 and 1. It is simple to
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describe, but hard to make sense of. It simply doesn't do any
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cluster merging whatsoever. When things ligate or otherwise multiple
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glyphs turn into one, the cluster value of the first glyph is
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retained.
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</para>
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<para>
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Here are a few examples of why processing cluster values produced at
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this level might be tricky:
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</para>
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<sect2 id="ligatures-with-combining-marks">
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<title>Ligatures with combining marks</title>
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<para>
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Imagine capital letters are bases and lower case letters are
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combining marks. With an input sequence like this:
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</para>
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<programlisting>
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A,a,B,b,C,c
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0,1,2,3,4,5
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</programlisting>
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<para>
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if <literal>A,B,C</literal> ligate, then here are the cluster
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values one would get under the various levels:
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</para>
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<para>
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level 0:
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</para>
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<programlisting>
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ABC,a,b,c
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0 ,0,0,0
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</programlisting>
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<para>
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level 1:
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</para>
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<programlisting>
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ABC,a,b,c
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0 ,0,0,5
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</programlisting>
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<para>
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level 2:
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</para>
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<programlisting>
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ABC,a,b,c
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0 ,1,3,5
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</programlisting>
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<para>
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Making sense of the last example is the hardest for a client,
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because there is nothing in the cluster values to suggest that
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<literal>B</literal> and <literal>C</literal> ligated with
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<literal>A</literal>.
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</para>
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</sect2>
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<sect2 id="reordering">
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<title>Reordering</title>
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<para>
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Another tricky case is when things reorder. Under level 2:
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</para>
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<programlisting>
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A,B,C,D,E
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0,1,2,3,4
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</programlisting>
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<para>
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Now imagine <literal>D</literal> moves before
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<literal>B</literal>:
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</para>
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<programlisting>
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A,D,B,C,E
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0,3,1,2,4
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</programlisting>
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<para>
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Now, if <literal>D</literal> ligates with <literal>B</literal>, we
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get:
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</para>
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<programlisting>
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A,DB,C,E
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0,3 ,2,4
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</programlisting>
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<para>
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In a different scenario, <literal>A</literal> and
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<literal>B</literal> could have ligated
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<emphasis>before</emphasis> <literal>D</literal> reordered; that
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would have resulted in:
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</para>
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<programlisting>
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AB,D,C,E
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0 ,3,2,4
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</programlisting>
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<para>
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There's no way to differentitate between these two scenarios based
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on the cluster numbers alone.
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</para>
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<para>
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Another problem appens with ligatures under level 2 if the
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direction of the text is forced to opposite of its natural
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direction (e.g. left-to-right Arabic). But that's too much of a
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corner case to worry about.
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</para>
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</sect2>
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</sect1>
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</chapter>
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