A Record of reStructuredText Syntax Alternatives

Author: David Goodger
Contact: goodger@users.sourceforge.net
Revision: 1.2
Date: 2005-04-19 15:25:35 -0500 (Tue, 19 Apr 2005)

The following are ideas, alternatives, and justifications that were considered for reStructuredText syntax, which did not originate with Setext or StructuredText. For an analysis of constructs which did originate with StructuredText or Setext, please see Problems With StructuredText. See the reStructuredText Markup Specification for full details of the established syntax.

Contents

... Or Not To Do?

This is the realm of the possible but questionably probable. These ideas are kept here as a record of what has been proposed, for posterity and in case any of them prove to be useful.

Compound Enumerated Lists

Allow for compound enumerators, such as "1.1." or "1.a." or "1(a)", to allow for nested enumerated lists without indentation?

Sloppy Indentation of List Items

Perhaps the indentation shouldn't be so strict. Currently, this is required:

1. First line,
   second line.

Anything wrong with this?

1. First line,
 second line.

Problem?

1. First para.

   Block quote.  (no good: requires some indent relative to first
   para)

 Second Para.

2. Have to carefully define where the literal block ends::

     Literal block

   Literal block?

Hmm... Non-strict indentation isn't such a good idea.

Lazy Indentation of List Items

Another approach: Going back to the first draft of reStructuredText (2000-11-27 post to Doc-SIG):

- This is the fourth item of the main list (no blank line above).
The second line of this item is not indented relative to the
bullet, which precludes it from having a second paragraph.

Change that to require a blank line above and below, to reduce ambiguity. This "loosening" may be added later, once the parser's been nailed down. However, a serious drawback of this approach is to limit the content of each list item to a single paragraph.

David's Idea for Lazy Indentation

Consider a paragraph in a word processor. It is a single logical line of text which ends with a newline, soft-wrapped arbitrarily at the right edge of the page or screen. We can think of a plaintext paragraph in the same way, as a single logical line of text, ending with two newlines (a blank line) instead of one, and which may contain arbitrary line breaks (newlines) where it was accidentally hard-wrapped by an application. We can compensate for the accidental hard-wrapping by "unwrapping" every unindented second and subsequent line. The indentation of the first line of a paragraph or list item would determine the indentation for the entire element. Blank lines would be required between list items when using lazy indentation.

The following example shows the lazy indentation of multiple body elements:

- This is the first paragraph
of the first list item.

  Here is the second paragraph
of the first list item.

- This is the first paragraph
of the second list item.

  Here is the second paragraph
of the second list item.

A more complex example shows the limitations of lazy indentation:

- This is the first paragraph
of the first list item.

  Next is a definition list item:

  Term
      Definition.  The indentation of the term is
required, as is the indentation of the definition's
first line.

      When the definition extends to more than
one line, lazy indentation may occur.  (This is the second
paragraph of the definition.)

- This is the first paragraph
of the second list item.

  - Here is the first paragraph of
the first item of a nested list.

  So this paragraph would be outside of the nested list,
but inside the second list item of the outer list.

But this paragraph is not part of the list at all.

And the ambiguity remains:

- Look at the hyphen at the beginning of the next line
- is it a second list item marker, or a dash in the text?

Similarly, we may want to refer to numbers inside enumerated
lists:

1. How many socks in a pair? There are
2. How many pants in a pair? Exactly
1. Go figure.

Literal blocks and block quotes would still require consistent indentation for all their lines. For block quotes, we might be able to get away with only requiring that the first line of each contained element be indented. For example:

Here's a paragraph.

    This is a paragraph inside a block quote.
Second and subsequent lines need not be indented at all.

    - A bullet list inside
the block quote.

      Second paragraph of the
bullet list inside the block quote.

Although feasible, this form of lazy indentation has problems. The document structure and hierarchy is not obvious from the indentation, making the source plaintext difficult to read. This will also make keeping track of the indentation while writing difficult and error-prone. However, these problems may be acceptable for Wikis and email mode, where we may be able to rely on less complex structure (few nested lists, for example).

Field Lists

Prior to the syntax for field lists being finalized, several alternatives were proposed.

  1. Unadorned RFC822 everywhere:

    Author: Me
    Version: 1
    

    Advantages: clean, precedent (RFC822-compliant). Disadvantage: ambiguous (these paragraphs are a prime example).

    Conclusion: rejected.

  2. Special case: use unadorned RFC822 for the very first or very last text block of a document:

    """
    Author: Me
    Version: 1
    
    The rest of the document...
    """
    

    Advantages: clean, precedent (RFC822-compliant). Disadvantages: special case, flat (unnested) field lists only, still ambiguous:

    """
    Usage: cmdname [options] arg1 arg2 ...
    
    We obviously *don't* want the like above to be interpreted as a
    field list item.  Or do we?
    """
    

    Conclusion: rejected for the general case, accepted for specific contexts (PEPs, email).

  3. Use a directive:

    .. fields::
    
       Author: Me
       Version: 1
    

    Advantages: explicit and unambiguous, RFC822-compliant. Disadvantage: cumbersome.

    Conclusion: rejected for the general case (but such a directive could certainly be written).

  4. Use Javadoc-style:

    @Author: Me
    @Version: 1
    @param a: integer
    

    Advantages: unambiguous, precedent, flexible. Disadvantages: non-intuitive, ugly, not RFC822-compliant.

    Conclusion: rejected.

  5. Use leading colons:

    :Author: Me
    :Version: 1
    

    Advantages: unambiguous, obvious (almost RFC822-compliant), flexible, perhaps even elegant. Disadvantages: no precedent, not quite RFC822-compliant.

    Conclusion: accepted!

  6. Use double colons:

    Author:: Me
    Version:: 1
    

    Advantages: unambiguous, obvious? (almost RFC822-compliant), flexible, similar to syntax already used for literal blocks and directives. Disadvantages: no precedent, not quite RFC822-compliant, similar to syntax already used for literal blocks and directives.

    Conclusion: rejected because of the syntax similarity & conflicts.

Why is RFC822 compliance important? It's a universal Internet standard, and super obvious. Also, I'd like to support the PEP format (ulterior motive: get PEPs to use reStructuredText as their standard). But it would be easy to get used to an alternative (easy even to convert PEPs; probably harder to convert python-deviants ;-).

Unfortunately, without well-defined context (such as in email headers: RFC822 only applies before any blank lines), the RFC822 format is ambiguous. It is very common in ordinary text. To implement field lists unambiguously, we need explicit syntax.

The following question was posed in a footnote:

Should "bibliographic field lists" be defined at the parser level, or at the DPS transformation level? In other words, are they reStructuredText-specific, or would they also be applicable to another (many/every other?) syntax?

The answer is that bibliographic fields are a reStructuredText-specific markup convention. Other syntaxes may implement the bibliographic elements explicitly. For example, there would be no need for such a transformation for an XML-based markup syntax.

Interpreted Text "Roles"

The original purpose of interpreted text was as a mechanism for descriptive markup, to describe the nature or role of a word or phrase. For example, in XML we could say "<function>len</function>" to mark up "len" as a function. It is envisaged that within Python docstrings (inline documentation in Python module source files, the primary market for reStructuredText) the role of a piece of interpreted text can be inferred implicitly from the context of the docstring within the program source. For other applications, however, the role may have to be indicated explicitly.

Interpreted text is enclosed in single backquotes (`).

  1. Initially, it was proposed that an explicit role could be indicated as a word or phrase within the enclosing backquotes:

    • As a prefix, separated by a colon and whitespace:

      `role: interpreted text`
      
    • As a suffix, separated by whitespace and a colon:

      `interpreted text :role`
      

    There are problems with the initial approach:

    • There could be ambiguity with interpreted text containing colons. For example, an index entry of "Mission: Impossible" would require a backslash-escaped colon.
    • The explicit role is descriptive markup, not content, and will not be visible in the processed output. Putting it inside the backquotes doesn't feel right; the role isn't being quoted.
  2. Tony Ibbs suggested that the role be placed outside the backquotes:

    role:`prefix` or `suffix`:role
    

    This removes the embedded-colons ambiguity, but limits the role identifier to be a single word (whitespace would be illegal). Since roles are not meant to be visible after processing, the lack of whitespace support is not important.

    The suggested syntax remains ambiguous with respect to ratios and some writing styles. For example, suppose there is a "signal" identifier, and we write:

    ...calculate the `signal`:noise ratio.
    

    "noise" looks like a role.

  3. As an improvement on #2, we can bracket the role with colons:

    :role:`prefix` or `suffix`:role:
    

    This syntax is similar to that of field lists, which is fine since both are doing similar things: describing.

    This is the syntax chosen for reStructuredText.

  4. Another alternative is two colons instead of one:

    role::`prefix` or `suffix`::role
    

    But this is used for analogies ("A:B::C:D": "A is to B as C is to D").

    Both alternative #2 and #4 lack delimiters on both sides of the role, making it difficult to parse (by the reader).

  5. Some kind of bracketing could be used:

    • Parentheses:

      (role)`prefix` or `suffix`(role)
      
    • Braces:

      {role}`prefix` or `suffix`{role}
      
    • Square brackets:

      [role]`prefix` or `suffix`[role]
      
    • Angle brackets:

      <role>`prefix` or `suffix`<role>
      

      (The overlap of *ML tags with angle brackets would be too confusing and precludes their use.)

Syntax #3 was chosen for reStructuredText.

Comments

A problem with comments (actually, with all indented constructs) is that they cannot be followed by an indented block -- a block quote -- without swallowing it up.

I thought that perhaps comments should be one-liners only. But would this mean that footnotes, hyperlink targets, and directives must then also be one-liners? Not a good solution.

Tony Ibbs suggested a "comment" directive. I added that we could limit a comment to a single text block, and that a "multi-block comment" could use "comment-start" and "comment-end" directives. This would remove the indentation incompatibility. A "comment" directive automatically suggests "footnote" and (hyperlink) "target" directives as well. This could go on forever! Bad choice.

Garth Kidd suggested that an "empty comment", a ".." explicit markup start with nothing on the first line (except possibly whitespace) and a blank line immediately following, could serve as an "unindent". An empty comment does not swallow up indented blocks following it, so block quotes are safe. "A tiny but practical wart." Accepted.

Reworking Explicit Markup

Alan Jaffray came up with the idea of anonymous hyperlinks, added to reStructuredText. Subsequently it was asserted that hyperlinks (especially anonymous hyperlinks) would play an increasingly important role in reStructuredText documents, and therefore they require a simpler and more concise syntax. This prompted a review of the current and proposed explicit markup syntaxes with regards to improving usability.

  1. Original syntax:

    .. _blah:                     internal hyperlink target
    .. _blah: http://somewhere    external hyperlink target
    .. _blah: blahblah_           indirect hyperlink target
    .. __:                        anonymous internal target
    .. __: http://somewhere       anonymous external target
    .. __: blahblah_              anonymous indirect target
    .. [blah] http://somewhere    footnote
    .. blah:: http://somewhere    directive
    .. blah: http://somewhere     comment
    

    Note

    The comment text was intentionally made to look like a hyperlink target.

    Origins:

    • Except for the colon (a delimiter necessary to allow for phrase-links), hyperlink target .. _blah: comes from Setext.
    • Comment syntax from Setext.
    • Footnote syntax from StructuredText ("named links").
    • Directives and anonymous hyperlinks original to reStructuredText.

    Advantages:

    • Consistent explicit markup indicator: "..".
    • Consistent hyperlink syntax: ".. _" & ":".

    Disadvantages:

    • Anonymous target markup is awkward: ".. __:".
    • The explicit markup indicator ("..") is excessively overloaded?
    • Comment text is limited (can't look like a footnote, hyperlink, or directive). But this is probably not important.
  2. Alan Jaffray's proposed syntax #1:

    __ _blah                      internal hyperlink target
    __ blah: http://somewhere     external hyperlink target
    __ blah: blahblah_            indirect hyperlink target
    __                            anonymous internal target
    __ http://somewhere           anonymous external target
    __ blahblah_                  anonymous indirect target
    __ [blah] http://somewhere    footnote
    .. blah:: http://somewhere    directive
    .. blah: http://somewhere     comment
    

    The hyperlink-connoted underscores have become first-level syntax.

    Advantages:

    • Anonymous targets are simpler.
    • All hyperlink targets are one character shorter.

    Disadvantages:

    • Inconsistent internal hyperlink targets. Unlike all other named hyperlink targets, there's no colon. There's an extra leading underscore, but we can't drop it because without it, "blah" looks like a relative URI. Unless we restore the colon:

      __ blah:                      internal hyperlink target
      
    • Obtrusive markup?

  3. Alan Jaffray's proposed syntax #2:

    .. _blah                      internal hyperlink target
    .. blah: http://somewhere     external hyperlink target
    .. blah: blahblah_            indirect hyperlink target
    ..                            anonymous internal target
    .. http://somewhere           anonymous external target
    .. blahblah_                  anonymous indirect target
    .. [blah] http://somewhere    footnote
    !! blah: http://somewhere     directive
    ## blah: http://somewhere     comment
    

    Leading underscores have been (almost) replaced by "..", while comments and directives have gained their own syntax.

    Advantages:

    • Anonymous hyperlinks are simpler.
    • Unique syntax for comments. Connotation of "comment" from some programming languages (including our favorite).
    • Unique syntax for directives. Connotation of "action!".

    Disadvantages:

    • Inconsistent internal hyperlink targets. Again, unlike all other named hyperlink targets, there's no colon. There's a leading underscore, matching the trailing underscores of references, which no other hyperlink targets have. We can't drop that one leading underscore though: without it, "blah" looks like a relative URI. Again, unless we restore the colon:

      .. blah:                      internal hyperlink target
      
    • All (except for internal) hyperlink targets lack their leading underscores, losing the "hyperlink" connotation.

    • Obtrusive syntax for comments. Alternatives:

      ;; blah: http://somewhere
         (also comment syntax in Lisp & others)
      ,, blah: http://somewhere
         ("comma comma": sounds like "comment"!)
      
    • Iffy syntax for directives. Alternatives?

  4. Tony Ibbs' proposed syntax:

    .. _blah:                     internal hyperlink target
    .. _blah: http://somewhere    external hyperlink target
    .. _blah: blahblah_           indirect hyperlink target
    ..                            anonymous internal target
    .. http://somewhere           anonymous external target
    .. blahblah_                  anonymous indirect target
    .. [blah] http://somewhere    footnote
    .. blah:: http://somewhere    directive
    .. blah: http://somewhere     comment
    

    This is the same as the current syntax, except for anonymous targets which drop their "__: ".

    Advantage:

    • Anonymous targets are simpler.

    Disadvantages:

    • Anonymous targets lack their leading underscores, losing the "hyperlink" connotation.
    • Anonymous targets are almost indistinguishable from comments. (Better to know "up front".)
  5. David Goodger's proposed syntax: Perhaps going back to one of Alan's earlier suggestions might be the best solution. How about simply adding "__ " as a synonym for ".. __: " in the original syntax? These would become equivalent:

    .. __:                        anonymous internal target
    .. __: http://somewhere       anonymous external target
    .. __: blahblah_              anonymous indirect target
    
    __                            anonymous internal target
    __ http://somewhere           anonymous external target
    __ blahblah_                  anonymous indirect target
    

Alternative 5 has been adopted.

Substitution Mechanism

Substitutions arose out of a Doc-SIG thread begun on 2001-10-28 by Alan Jaffray, "reStructuredText inline markup". It reminded me of a missing piece of the reStructuredText puzzle, first referred to in my contribution to "Documentation markup & processing / PEPs" (Doc-SIG 2001-06-21).

Substitutions allow the power and flexibility of directives to be shared by inline text. They are a way to allow arbitrarily complex inline objects, while keeping the details out of the flow of text. They are the equivalent of SGML/XML's named entities. For example, an inline image (using reference syntax alternative 4d (vertical bars) and definition alternative 3, the alternatives chosen for inclusion in the spec):

The |biohazard| symbol must be used on containers used to dispose
of medical waste.

.. |biohazard| image:: biohazard.png
   [height=20 width=20]

The |biohazard| substitution reference will be replaced in-line by whatever the .. |biohazard| substitution definition generates (in this case, an image). A substitution definition contains the substitution text bracketed with vertical bars, followed by a an embedded inline-compatible directive, such as "image". A transform is required to complete the substitution.

Syntax alternatives for the reference:

  1. Use the existing interpreted text syntax, with a predefined role such as "sub":

    The `biohazard`:sub: symbol...
    

    Advantages: existing syntax, explicit. Disadvantages: verbose, obtrusive.

  2. Use a variant of the interpreted text syntax, with a new suffix akin to the underscore in phrase-link references:

    (a) `name`@
    (b) `name`#
    (c) `name`&
    (d) `name`/
    (e) `name`<
    (f) `name`::
    (g) `name`:
    

    Due to incompatibility with other constructs and ordinary text usage, (f) and (g) are not possible.

  3. Use interpreted text syntax with a fixed internal format:

    (a) `:name:`
    (b) `name:`
    (c) `name::`
    (d) `::name::`
    (e) `%name%`
    (f) `#name#`
    (g) `/name/`
    (h) `&name&`
    (i) `|name|`
    (j) `[name]`
    (k) `<name>`
    (l) `&name;`
    (m) `'name'`
    

    To avoid ML confusion (k) and (l) are definitely out. Square brackets (j) won't work in the target (the substitution definition would be indistinguishable from a footnote).

    The `/name/` syntax (g) is reminiscent of "s/find/sub" substitution syntax in ed-like languages. However, it may have a misleading association with regexps, and looks like an absolute POSIX path. (i) is visually equivalent and lacking the connotations.

    A disadvantage of all of these is that they limit interpreted text, albeit only slightly.

  4. Use specialized syntax, something new:

    (a) #name#
    (b) @name@
    (c) /name/
    (d) |name|
    (e) <<name>>
    (f) //name//
    (g) ||name||
    (h) ^name^
    (i) [[name]]
    (j) ~name~
    (k) !name!
    (l) =name=
    (m) ?name?
    (n) >name<
    

    "#" (a) and "@" (b) are obtrusive. "/" (c) without backquotes looks just like a POSIX path; it is likely for such usage to appear in text.

    "|" (d) and "^" (h) are feasible.

  5. Redefine the trailing underscore syntax. See definition syntax alternative 4, below.

Syntax alternatives for the definition:

  1. Use the existing directive syntax, with a predefined directive such as "sub". It contains a further embedded directive resolving to an inline-compatible object:

    .. sub:: biohazard
       .. image:: biohazard.png
          [height=20 width=20]
    
    .. sub:: parrot
       That bird wouldn't *voom* if you put 10,000,000 volts
       through it!
    

    The advantages and disadvantages are the same as in inline alternative 1.

  2. Use syntax as in #1, but with an embedded directivecompressed:

    .. sub:: biohazard image:: biohazard.png
       [height=20 width=20]
    

    This is a bit better than alternative 1, but still too much.

  3. Use a variant of directive syntax, incorporating the substitution text, obviating the need for a special "sub" directive name. If we assume reference alternative 4d (vertical bars), the matching definition would look like this:

    .. |biohazard| image:: biohazard.png
       [height=20 width=20]
    
  4. (Suggested by Alan Jaffray on Doc-SIG from 2001-11-06.)

    Instead of adding new syntax, redefine the trailing underscore syntax to mean "substitution reference" instead of "hyperlink reference". Alan's example:

    I had lunch with Jonathan_ today.  We talked about Zope_.
    
    .. _Jonathan: lj [user=jhl]
    .. _Zope: http://www.zope.org/
    

    A problem with the proposed syntax is that URIs which look like simple reference names (alphanum plus ".", "-", "_") would be indistinguishable from substitution directive names. A more consistent syntax would be:

    I had lunch with Jonathan_ today.  We talked about Zope_.
    
    .. _Jonathan: lj:: user=jhl
    .. _Zope: http://www.zope.org/
    

    (:: after .. _Jonathan: lj.)

    The "Zope" target is a simple external hyperlink, but the "Jonathan" target contains a directive. Alan proposed is that the reference text be replaced by whatever the referenced directive (the "directive target") produces. A directive reference becomes a hyperlink reference if the contents of the directive target resolve to a hyperlink. If the directive target resolves to an icon, the reference is replaced by an inline icon. If the directive target resolves to a hyperlink, the directive reference becomes a hyperlink reference.

    This seems too indirect and complicated for easy comprehension.

    The reference in the text will sometimes become a link, sometimes not. Sometimes the reference text will remain, sometimes not. We don't know at the reference:

    This is a `hyperlink reference`_; its text will remain.
    This is an `inline icon`_; its text will disappear.
    

    That's a problem.

The syntax that has been incorporated into the spec and parser is reference alternative 4d with definition alternative 3:

The |biohazard| symbol...

.. |biohazard| image:: biohazard.png
   [height=20 width=20]

We can also combine substitution references with hyperlink references, by appending a "_" (named hyperlink reference) or "__" (anonymous hyperlink reference) suffix to the substitution reference. This allows us to click on an image-link:

The |biohazard|_ symbol...

.. |biohazard| image:: biohazard.png
   [height=20 width=20]
.. _biohazard: http://www.cdc.gov/

There have been several suggestions for the naming of these constructs, originally called "substitution references" and "substitutions".

  1. Candidate names for the reference construct:
    1. substitution reference
    2. tagging reference
    3. inline directive reference
    4. directive reference
    5. indirect inline directive reference
    6. inline directive placeholder
    7. inline directive insertion reference
    8. directive insertion reference
    9. insertion reference
    10. directive macro reference
    11. macro reference
    12. substitution directive reference
  2. Candidate names for the definition construct:
    1. substitution
    2. substitution directive
    3. tag
    4. tagged directive
    5. directive target
    6. inline directive
    7. inline directive definition
    8. referenced directive
    9. indirect directive
    10. indirect directive definition
    11. directive definition
    12. indirect inline directive
    13. named directive definition
    14. inline directive insertion definition
    15. directive insertion definition
    16. insertion definition
    17. insertion directive
    18. substitution definition
    19. directive macro definition
    20. macro definition
    21. substitution directive definition
    22. substitution definition

"Inline directive reference" (1c) seems to be an appropriate term at first, but the term "inline" is redundant in the case of the reference. Its counterpart "inline directive definition" (2g) is awkward, because the directive definition itself is not inline.

"Directive reference" (1d) and "directive definition" (2k) are too vague. "Directive definition" could be used to refer to any directive, not just those used for inline substitutions.

One meaning of the term "macro" (1k, 2s, 2t) is too programming-language-specific. Also, macros are typically simple text substitution mechanisms: the text is substituted first and evaluated later. reStructuredText substitution definitions are evaluated in place at parse time and substituted afterwards.

"Insertion" (1h, 1i, 2n-2q) is almost right, but it implies that something new is getting added rather than one construct being replaced by another.

Which brings us back to "substitution". The overall best names are "substitution reference" (1a) and "substitution definition" (2v). A long way to go to add one word!

Reworking Footnotes

As a further wrinkle (see Reworking Explicit Markup above), in the wee hours of 2002-02-28 I posted several ideas for changes to footnote syntax:

  • Change footnote syntax from .. [1] to _[1]? ...
  • Differentiate (with new DTD elements) author-date "citations" ([GVR2002]) from numbered footnotes? ...
  • Render footnote references as superscripts without "[]"? ...

These ideas are all related, and suggest changes in the reStructuredText syntax as well as the docutils tree model.

The footnote has been used for both true footnotes (asides expanding on points or defining terms) and for citations (references to external works). Rather than dealing with one amalgam construct, we could separate the current footnote concept into strict footnotes and citations. Citations could be interpreted and treated differently from footnotes. Footnotes would be limited to numerical labels: manual ("1") and auto-numbered (anonymous "#", named "#label").

The footnote is the only explicit markup construct (starts with ".. ") that directly translates to a visible body element. I've always been a little bit uncomfortable with the ".. " marker for footnotes because of this; ".. " has a connotation of "special", but footnotes aren't especially "special". Printed texts often put footnotes at the bottom of the page where the reference occurs (thus "foot note"). Some HTML designs would leave footnotes to be rendered the same positions where they're defined. Other online and printed designs will gather footnotes into a section near the end of the document, converting them to "endnotes" (perhaps using a directive in our case); but this "special processing" is not an intrinsic property of the footnote itself, but a decision made by the document author or processing system.

Citations are almost invariably collected in a section at the end of a document or section. Citations "disappear" from where they are defined and are magically reinserted at some well-defined point. There's more of a connection to the "special" connotation of the ".. " syntax. The point at which the list of citations is inserted could be defined manually by a directive (e.g., ".. citations::"), and/or have default behavior (e.g., a section automatically inserted at the end of the document) that might be influenced by options to the Writer.

Syntax proposals:

I proposed adopting the "minimal" syntax for footnotes and footnote references, and adding citations and citation references to reStructuredText's repertoire. The current footnote syntax for citations is better than the alternatives given.

From a reply by Tony Ibbs on 2002-03-01:

However, I think easier with examples, so let's create one:

Fans of Terry Pratchett are perhaps more likely to use
footnotes [1]_ in their own writings than other people
[2]_.  Of course, in *general*, one only sees footnotes
in academic or technical writing - it's use in fiction
and letter writing is not normally considered good
style [4]_, particularly in emails (not a medium that
lends itself to footnotes).

.. [1] That is, little bits of referenced text at the
   bottom of the page.
.. [2] Because Terry himself does, of course [3]_.
.. [3] Although he has the distinction of being
   *funny* when he does it, and his fans don't always
   achieve that aim.
.. [4] Presumably because it detracts from linear
   reading of the text - this is, of course, the point.

and look at it with the second syntax proposal:

Fans of Terry Pratchett are perhaps more likely to use
footnotes [1]_ in their own writings than other people
[2]_.  Of course, in *general*, one only sees footnotes
in academic or technical writing - it's use in fiction
and letter writing is not normally considered good
style [4]_, particularly in emails (not a medium that
lends itself to footnotes).

_[1] That is, little bits of referenced text at the
     bottom of the page.
_[2] Because Terry himself does, of course [3]_.
_[3] Although he has the distinction of being
     *funny* when he does it, and his fans don't always
     achieve that aim.
_[4] Presumably because it detracts from linear
     reading of the text - this is, of course, the point.

(I note here that if I have gotten the indentation of the footnotes themselves correct, this is clearly not as nice. And if the indentation should be to the left margin instead, I like that even less).

and the third (new) proposal:

Fans of Terry Pratchett are perhaps more likely to use
footnotes 1_ in their own writings than other people
2_.  Of course, in *general*, one only sees footnotes
in academic or technical writing - it's use in fiction
and letter writing is not normally considered good
style 4_, particularly in emails (not a medium that
lends itself to footnotes).

_1. That is, little bits of referenced text at the
    bottom of the page.
_2. Because Terry himself does, of course 3_.
_3. Although he has the distinction of being
    *funny* when he does it, and his fans don't always
    achieve that aim.
_4. Presumably because it detracts from linear
    reading of the text - this is, of course, the point.

I think I don't, in practice, mind the targets too much (the use of a dot after the number helps a lot here), but I do have a problem with the body text, in that I don't naturally separate out the footnotes as different than the rest of the text - instead I keep wondering why there are numbers interspered in the text. The use of brackets around the numbers ([ and ]) made me somehow parse the footnote references as "odd" - i.e., not part of the body text - and thus both easier to skip, and also (paradoxically) easier to pick out so that I could follow them.

Thus, for the moment (and as always susceptable to argument), I'd say -1 on the new form of footnote reference (i.e., I much prefer the existing [1]_ over the proposed 1_), and ambivalent over the proposed target change.

That leaves David's problem of wanting to distinguish footnotes and citations - and the only thing I can propose there is that footnotes are numeric or # and citations are not (which, as a human being, I can probably cope with!).

From a reply by Paul Moore on 2002-03-01:

I think the current footnote syntax [1]_ is exactly the right balance of distinctness vs unobtrusiveness. I very definitely don't think this should change.

On the target change, it doesn't matter much to me.

From a further reply by Tony Ibbs on 2002-03-01, referring to the "[1]" form and actual usage in email:

Clearly this is a form people are used to, and thus we should consider it strongly (in the same way that the usage of *..* to mean emphasis was taken partly from email practise).

Equally clearly, there is something "magical" for people in the use of a similar form (i.e., [1]) for both footnote reference and footnote target - it seems natural to keep them similar.

...

I think that this established plaintext usage leads me to strongly believe we should retain square brackets at both ends of a footnote. The markup of the reference end (a single trailing underscore) seems about as minimal as we can get away with. The markup of the target end depends on how one envisages the thing - if ".." means "I am a target" (as I tend to see it), then that's good, but one can also argue that the "_[1]" syntax has a neat symmetry with the footnote reference itself, if one wishes (in which case ".." presumably means "hidden/special" as David seems to think, which is why one needs a ".." and a leading underline for hyperlink targets.

Given the persuading arguments voiced, we'll leave footnote & footnote reference syntax alone. Except that these discussions gave rise to the "auto-symbol footnote" concept, which has been added. Citations and citation references have also been added.

Auto-Enumerated Lists

The advantage of auto-numbered enumerated lists would be similar to that of auto-numbered footnotes: lists could be written and rearranged without having to manually renumber them. The disadvantages are also the same: input and output wouldn't match exactly; the markup may be ugly or confusing (depending on which alternative is chosen).

  1. Use the "#" symbol. Example:

    #. Item 1.
    #. Item 2.
    #. Item 3.
    

    Advantages: simple, explicit. Disadvantage: enumeration sequence cannot be specified (limited to arabic numerals); ugly.

  2. As a variation on #1, first initialize the enumeration sequence? For example:

    a) Item a.
    #) Item b.
    #) Item c.
    

    Advantages: simple, explicit, any enumeration sequence possible. Disadvantages: ugly; perhaps confusing with mixed concrete/abstract enumerators.

  3. Alternative suggested by Fred Bremmer, from experience with MoinMoin:

    1. Item 1.
    1. Item 2.
    1. Item 3.
    

    Advantages: enumeration sequence is explicit (could be multiple "a." or "(I)" tokens). Disadvantages: perhaps confusing; otherwise erroneous input (e.g., a duplicate item "1.") would pass silently, either causing a problem later in the list (if no blank lines between items) or creating two lists (with blanks).

    Take this input for example:

    1. Item 1.
    
    1. Unintentional duplicate of item 1.
    
    2. Item 2.
    

    Currently the parser will produce two list, "1" and "1,2" (no warnings, because of the presence of blank lines). Using Fred's notation, the current behavior is "1,1,2 -> 1 1,2" (without blank lines between items, it would be "1,1,2 -> 1 [WARNING] 1,2"). What should the behavior be with auto-numbering?

    Fred has produced a patch, whose initial behavior is as follows:

    1,1,1   -> 1,2,3
    1,2,2   -> 1,2,3
    3,3,3   -> 3,4,5
    1,2,2,3 -> 1,2,3 [WARNING] 3
    1,1,2   -> 1,2 [WARNING] 2
    

    (After the "[WARNING]", the "3" would begin a new list.)

    I have mixed feelings about adding this functionality to the spec & parser. It would certainly be useful to some users (myself included; I often have to renumber lists). Perhaps it's too clever, asking the parser to guess too much. What if you do want three one-item lists in a row, each beginning with "1."? You'd have to use empty comments to force breaks. Also, I question whether "1,2,2 -> 1,2,3" is optimal behavior.

    In response, Fred came up with "a stricter and more explicit rule [which] would be to only auto-number silently if all the enumerators of a list were identical". In that case:

    1,1,1   -> 1,2,3
    1,2,2   -> 1,2 [WARNING] 2
    3,3,3   -> 3,4,5
    1,2,2,3 -> 1,2 [WARNING] 2,3
    1,1,2   -> 1,2 [WARNING] 2
    

    Should any start-value be allowed ("3,3,3"), or should auto-numbered lists be limited to begin with ordinal-1 ("1", "A", "a", "I", or "i")?

  4. Alternative proposed by Tony Ibbs:

    #1. First item.
    #3. Aha - I edited this in later.
    #2. Second item.
    

    The initial proposal required unique enumerators within a list, but this limits the convenience of a feature of already limited applicability and convenience. Not a useful requirement; dropped.

    Instead, simply prepend a "#" to a standard list enumerator to indicate auto-enumeration. The numbers (or letters) of the enumerators themselves are not significant, except:

    • as a sequence indicator (arabic, roman, alphabetic; upper/lower),
    • and perhaps as a start value (first list item).

    Advantages: explicit, any enumeration sequence possible. Disadvantages: a bit ugly.

Inline External Targets

Currently reStructuredText has two hyperlink syntax variations:

For comparison and historical background, StructuredText also has two syntaxes for hyperlinks:

Both syntaxes share advantages and disadvantages:

A new type of "inline external hyperlink" has been proposed.

  1. On 2002-06-28, Simon Budig proposed a new syntax for reStructuredText hyperlinks:

    This is a reference_(http://www.example.org/reference/) of one
    word ("reference").  Here is a `phrase
    reference`_(http://www.example.org/phrase_reference/).  Are
    these examples, (single-underscore), named?  If so, `anonymous
    references`__(http://www.example.org/anonymous/) using two
    underscores would probably be preferable.
    

    The syntax, advantages, and disadvantages are similar to those of StructuredText.

    • Advantages:
      • The target is specified immediately adjacent to the reference.
    • Disadvantages:
      • Poor plaintext readability.
      • Targets cannot be reused (unless named, but the semantics are unclear).
    • Problems:
      • The "`ref`_(URL)" syntax forces the last word of the reference text to be joined to the URL, making a potentially very long word that can't be wrapped (URLs can be very long). The reference and the URL should be separate. This is a symptom of the following point:
      • The syntax produces a single compound construct made up of two equally important parts, with syntax in the middle, between the reference and the target. This is unprecedented in reStructuredText.
      • The "inline hyperlink" text is not a named reference (there's no lookup by name), so it shouldn't look like one.
      • According to the IETF standards RFC 2396 and RFC 2732, parentheses are legal URI characters and curly braces are legal email characters, making their use prohibitively difficult.
      • The named/anonymous semantics are unclear.
  2. After an analysis of the syntax of (1) above, we came up with the following compromise syntax:

    This is an anonymous reference__
    __<http://www.example.org/reference/> of one word
    ("reference").  Here is a `phrase reference`__
    __<http://www.example.org/phrase_reference/>.  `Named
    references`_ _<http://www.example.org/anonymous/> use single
    underscores.
    

    The syntax builds on that of the existing "inline internal targets": an _`inline internal target`.

    • Advantages:
      • The target is specified immediately adjacent to the reference, improving maintainability:
        • References and targets are easily kept in sync.
        • The reference text does not have to be repeated.
      • The construct is executed in two parts: references identical to existing references, and targets that are new but not too big a stretch from current syntax.
      • There's overwhelming precedent for quoting URLs with angle brackets1.
    • Disadvantages:
      • Poor plaintext readability.
      • Lots of "line noise".
      • Targets cannot be reused (unless named; see below).

    To alleviate the readability issue slightly, we could allow the target to appear later, such as after the end of the sentence:

    This is a named reference__ of one word ("reference").
    __<http://www.example.org/reference/>  Here is a `phrase
    reference`__.  __<http://www.example.org/phrase_reference/>
    

    Problem: this could only work for one reference at a time (reference/target pairs must be proximate [refA trgA refB trgB], not interleaved [refA refB trgA trgB] or nested [refA refB trgB trgA]). This variation is too problematic; references and inline external targets will have to be kept imediately adjacent (see (3) below).

    The "reference__ __<target>" syntax is actually for "anonymous inline external targets", emphasized by the double underscores. It follows that single trailing and leading underscores would lead to implicitly named inline external targets. This would allow the reuse of targets by name. So after "reference_ _<target>", another "reference_" would point to the same target.

    [1]

    From RFC 2396 (URI syntax):

    The angle-bracket "<" and ">" and double-quote (") characters are excluded [from URIs] because they are often used as the delimiters around URI in text documents and protocol fields.

    Using <> angle brackets around each URI is especially recommended as a delimiting style for URI that contain whitespace.

    From RFC 822 (email headers):

    Angle brackets ("<" and ">") are generally used to indicate the presence of a one machine-usable reference (e.g., delimiting mailboxes), possibly including source-routing to the machine.

  3. If it is best for references and inline external targets to be immediately adjacent, then they might as well be integrated. Here's an alternative syntax embedding the target URL in the reference:

    This is an anonymous `reference <http://www.example.org
    /reference/>`__ of one word ("reference").  Here is a `phrase
    reference <http://www.example.org/phrase_reference/>`__.
    

    Advantages and disadvantages are similar to those in (2). Readability is still an issue, but the syntax is a bit less heavyweight (reduced line noise). Backquotes are required, even for one-word references; the target URL is included within the reference text, forcing a phrase context.

    We'll call this variant "embedded URIs".

    Problem: how to refer to a title like "HTML Anchors: <a>" (which ends with an HTML/SGML/XML tag)? We could either require more syntax on the target (like "`reference text __<http://example.com/>`__"), or require the odd conflicting title to be escaped (like "`HTML Anchors: \<a>`__"). The latter seems preferable, and not too onerous.

    Similarly to (2) above, a single trailing underscore would convert the reference & inline external target from anonymous to implicitly named, allowing reuse of targets by name.

    I think this is the least objectionable of the syntax alternatives.

Other syntax variations have been proposed (by Brett Cannon and Benja Fallenstein):

`phrase reference`->http://www.example.com

`phrase reference`@http://www.example.com

`phrase reference`__ ->http://www.example.com

`phrase reference` [-> http://www.example.com]

`phrase reference`__ [-> http://www.example.com]

`phrase reference` <http://www.example.com>_

None of these variations are clearly superior to #3 above. Some have problems that exclude their use.

With any kind of inline external target syntax it comes down to the conflict between maintainability and plaintext readability. I don't see a major problem with reStructuredText's maintainability, and I don't want to sacrifice plaintext readability to "improve" it.

The proponents of inline external targets want them for easily maintainable web pages. The arguments go something like this:

Many participants have voiced their objections to the proposed syntax:

Garth Kidd: "I strongly prefer the current way of doing it. Inline is spectactularly messy, IMHO."

Tony Ibbs: "I vehemently agree... that the inline alternatives being suggested look messy - there are/were good reasons they've been taken out... I don't believe I would gain from the new syntaxes."

Paul Moore: "I agree as well. The proposed syntax is far too punctuation-heavy, and any of the alternatives discussed are ambiguous or too subtle."

Others have voiced their support:

fantasai: "I agree with Simon. In many cases, though certainly not in all, I find parenthesizing the url in plain text flows better than relegating it to a footnote."

Ken Manheimer: "I'd like to weigh in requesting some kind of easy, direct inline reference link."

(Interesting that those against the proposal have been using reStructuredText for a while, and those for the proposal are either new to the list ["fantasai", background unknown] or longtime StructuredText users [Ken Manheimer].)

I was initially ambivalent/against the proposed "inline external targets". I value reStructuredText's readability very highly, and although the proposed syntax offers convenience, I don't know if the convenience is worth the cost in ugliness. Does the proposed syntax compromise readability too much, or should the choice be left up to the author? Perhaps if the syntax is allowed but its use strongly discouraged, for aesthetic/readability reasons?

After a great deal of thought and much input from users, I've decided that there are reasonable use cases for this construct. The documentation should strongly caution against its use in most situations, recommending independent block-level targets instead. Syntax #3 above ("embedded URIs") will be used.

Doctree Representation of Transitions

(Although not reStructuredText-specific, this section fits best in this document.)

Having added the "horizontal rule" construct to the reStructuredText Markup Specification, a decision had to be made as to how to reflect the construct in the implementation of the document tree. Given this source:

Document
========

Paragraph 1

--------

Paragraph 2

The horizontal rule indicates a "transition" (in prose terms) or the start of a new "division". Before implementation, the parsed document tree would be:

<document>
    <section name="document">
        <title>
            Document
        <paragraph>
            Paragraph 1
        --------               <--- error here
        <paragraph>
            Paragraph 2

There are several possibilities for the implementation:

  1. Implement horizontal rules as "divisions" or segments. A "division" is a title-less, non-hierarchical section. The first try at an implementation looked like this:

    <document>
        <section name="document">
            <title>
                Document
            <paragraph>
                Paragraph 1
            <division>
                <paragraph>
                    Paragraph 2
    

    But the two paragraphs are really at the same level; they shouldn't appear to be at different levels. There's really an invisible "first division". The horizontal rule splits the document body into two segments, which should be treated uniformly.

  2. Treating "divisions" uniformly brings us to the second possibility:

    <document>
        <section name="document">
            <title>
                Document
            <division>
                <paragraph>
                    Paragraph 1
            <division>
                <paragraph>
                    Paragraph 2
    

    With this change, documents and sections will directly contain divisions and sections, but not body elements. Only divisions will directly contain body elements. Even without a horizontal rule anywhere, the body elements of a document or section would be contained within a division element. This makes the document tree deeper. This is similar to the way HTML treats document contents: grouped within a <body> element.

  3. Implement them as "transitions", empty elements:

    <document>
        <section name="document">
            <title>
                Document
            <paragraph>
                Paragraph 1
            <transition>
            <paragraph>
                Paragraph 2
    

    A transition would be a "point element", not containing anything, only identifying a point within the document structure. This keeps the document tree flatter, but the idea of a "point element" like "transition" smells bad. A transition isn't a thing itself, it's the space between two divisions. However, transitions are a practical solution.

Solution 3 was chosen for incorporation into the document tree model.