Robust Vertical Text Layout

by fantasai

A newer (and perhaps clearer) version of this document has been published as Unicode Technical Note #22: Robust Vertical Text Layout. An HTML version is provided here.

Few formatting systems today can handle vertical text layout, and most of those only lay out text in right-to-left columns. This document outlines a system that can not only handle common scripts in vertical right-to-left columns, but that can gracefully accept uncommon script combinations and left-to-right text columns. The model is described here as a CSS system, but the concepts can apply to non-CSS systems as well.

The CSS model and Unicode provide support for logical text layout, but only in horizontal flow. Although CSS3 Text attempts to use horizontal BIDI controls to handle vertical BIDI, the system it sets up is ill-defined and inflexible, relies on assumptions that may not hold true, and requires a styled document's content and its markup to be adapted to the CSS rather than the other way 'round. A better design would use the intrinsic properties of the characters and an expansion of Unicode's logic to lay out the text. A layout model thus based on the logic and knowledge of writing systems can scale to gracefully handle any combination of scripts, can correctly (if not optimally) lay out text with any combination of styling properties, and can integrate well with the layered Unicode + Markup + Styling model of semantically-tagged documents.

The examples in this text require support for Unicode BIDI and Arabic shaping, and fonts for Simplified Chinese and Arabic/Farsi. Most diagrams are available in SVG, but inline versions are in PNG with fallbacks in GIF.

Recommended browsers (recent versions):

More about Unicode fonts and other software

  1. Background
    1. The ‘Cascade’ in Cascading Style Sheets
    2. CSS and Unicode Bidi
  2. Misuse of Directionality and Its Consequences: A Case Study of CSS3 Text
  3. Describing Text Flow
    1. Physical vs. Logical Description
    2. Intrinsic Directionality and Orientation
      1. Script Classification by Directionality
    3. Logical Text Flow
      1. Implying Direction
      2. Orienting by Block Progression
      3. The Three Switches of Logial Text Layout
  4. Implementing A Logical Text Layout System
    1. Composing Lines of Text
      1. Character Ordering
      2. Glyph Orientation
        1. Vertical Scripts
        2. Horizontal Scripts
        3. Punctuation
      3. Character Shaping
    2. Understanding Character Properties
  5. Why and How the Unicode Consortium Should Be Involved
    1. What happens if Unicode chooses not to standardize the additional character data?
  6. About the Author and the Status of CSS3 Text
  7. Acknowledgements
  8. Appendix: Vertical Scripts in Horizontal Flow

Background

The ‘Cascade’ in Cascading Style Sheets

Unlike many formatting systems, in which styling properties are definitively applied to a page element at one point, CSS collects and applies to the element multiple style rules from the author, reader, and user agent. In case of a conflict, the origin of the rule and the specificity of the rule's element selector determine which of the conflicting property values takes effect on the element. This process of sorting and applying style rules is called cascading, and it allows style rules from multiple sources and with separate formatting purposes to interact in a rigorous way.

Cascading means that style properties specified together are not guaranteed to take effect together. This raises the design standards for creating CSS properties and pushes them towards a more logical, rather than physical, description of the intended design.

CSS and Unicode BIDI

CSS2 introduced the direction and unicode-bidi properties to incorporate markup directives such as HTML's dir attribute into the CSS rendering model, and to allow the use of markup semantics in assigning BIDI embeddings. The direction property can take the values ltr and rtl, and this value inherits to descendant elements. The unicode-bidi property assigns embeddings and overrides in the direction given by the direction property. Its behavior is defined in terms of the Unicode embedding and override codes.

/* map 'dir' attribute to 'direction'  + embedding*/
*[dir="ltr"] {direction: ltr; unicode-bidi: embed; }
*[dir="rtl"] {direction: rtl; unicode-bidi: embed; }
/* embed quotations so they always stay as a single unit */
q {unicode-bidi: embed;}

When applied to a block of text, the direction property specifies the block's embedding direction; CSS documents do not use heuristics to guess the block's embedding direction.

These properties are meant to reflect BIDI distinctions necessary for the proper ordering of text. Authors in general are discouraged from using the properties in favor of the direct markup that would trigger the appropriate values.

Misuse of Directionality and Its Consequences: A Case Study of CSS3 Text CR

CSS3 Text was intended to update and expand the text layout capabilities of CSS2 by adding support for more international typesetting features and introducing controls for laying out vertical text. It defines a block-progression property, which switches the line stacking direction, and hijacks rtl and ltr values of the direction property to use as an inline-progression control in vertical text.

writing-mode: direction: block-progression: Common Usage:
lr-tb ltr tb Latin-based, Greek, Cyrillic writing systems (and many others)
rl-tb rtl tb Arabic, Hebrew writing systems
tb-rl ltr rl some East Asian writing systems
tb-lr rtl lr Mongolian writing system

It is a good example of how not to set up a vertical text system.

In order to interface with the Unicode BIDI Algorithm, CSS3 Text maps vertical scripts' character directionality based on the paragraph's block progression.

Because all vertical scripts in Unicode are assigned a canonical directionality of left-to-right, BIDI reordering proceeds as normal when the text columns are stacked right-to-left.

However, if the columns of text are stacking the other way—from left to right—then the same characters (which so far are all given left-to-right directionality in Unicode) are treated as right-to-left characters (R). This was done because left-to-right scripts such as Latin read bottom to top when the lines of text were ordered left to right. You can
      see this often on image and table captions when the text runs along the
      left side. The first line of text runs from bottom to top, and lines stack
      with each one to the right of the previous (left to right). In this case, top-to-bottom scripts must go in the direction opposite the left-to-right text, and the opposite of ltr is rtl.

Messing with the directionality of vertical scripts messes with other bits of text layout as well, and much of this interaction was left undefined. Character shaping, for example, depends on the BIDI-reordered string being in normal order. Not only character ordering, but the character shaping algorithm and the font rendering code all need to compensate for the altered input to the BIDI algorithm, and CSS3 Text failed to explain the necessary changes.

For example, Mongolian is a cursive vertical script. Like Arabic (to which it is related), it is also a shaping script: a letter at the beginning of a word is shaped differently from one in the middle or at the end. Unicode defines Mongolian to be a left-to-right script, so shaping makes the leftmost character of a word into an initial and the rightmost character into a final. If, however, the Mongolian word is ordered right-to-left, then the initial letter of the word will be on the right, and therefore shaped as a final and not an initial. This is because shaping happens after reordering. Vertical Mongolian text treated like this will look upside down and read like a bunch of gibberish, and no amount of glyph rotation can fix the problem. To make the letters connect properly under the CSS right-to-left override, the Mongolian parts of the text would need to be shaped in reverse and then have their glyphs rotated 180°—but this is not even mentioned in CSS3 Text.

To accomodate CSS3 Text's ill-defined tweaks to BIDI reordering (and character shaping and font rendering), a layout system can't simply pass the string to standard Unicode processing functions. Assume, however, that the layout system manages to hold up internally the pretense that "top-to-bottom" is "right-to-left". It still needs to interact with BIDI instructions from the outside world, which doesn't share the delusion. In an effort to make the outside world seem like it's adapted to these changes, CSS3 Text instructs the designer to use direction: rtl when assigning block-progression: lr to a block of top-to-bottom text (such as Mongolian or Chinese, both actually ltr scripts), in effect asking him to lie about the text's properties. Like most lies, it seems to work in the general case, but as the situation gets complicated, the system breaks down...

In conclusion, abusing directionality controls to make a limited system lay out text correctly doesn't scale. It's a hack, not a solution.

Describing Text Flow

To describe how a text flows into lines, one needs to know three things:

(Three vectors)
  • which way the text flows within a line (inline progression)
  • which way the lines stack (block progression)
  • which way the glyphs are facing (glyph orientation)

However, not all combinations of text direction and glyph orientation are valid. Therefore if certain of the character's inherent characteristics are known, it is often possible to derive one from the other. Unicode systems take advantage of this model in horizontal text: you don't have to manually tell every run of Hebrew to order itself right-to-left, and you don't need to specify that Mongolian characters turn themselves sideways when the text is running horizontally left-to-right.

Logical vs. Physical Description

In a purely physical layout scheme, each of these text layout properties would be given as an absolute: The inline progression of this run of English is top to bottom, its glyph orientation is 90 degrees clockwise, its block progression is from right to left. Diagram of vectors for rotated English However, because the interrelationships among these properties are realized in the author's mind and not in the system,

  • The author must manually intervene any time there is a script change.
  • If one of the three properties fails to take effect (because of the Cascade or lack of UA support), then the layout breaks and the text becomes unreadable.

A better system would embed knowledge of different scripts' intrinsic characteristics and define style properties in terms of the relationships among them.

Intrinsic Directionality and Orientation

Each script has a characteristic writing direction, and each character in Unicode is assigned a directionality value based this characteristic. Unfortunately, Unicode currently only defines horizontal directionality even though vertical and bi-orientational scripts have a vertical directionality as well. For example, while English can go either top to bottom or bottom to top (since it doesn't have a vertical directionality), Japanese must only go from top to bottom, even in a left-to-right block progression. Mongolian also has top-to-bottom vertical directionality. Unlike Japanese however, it has no definite horiziontal directionality (just a canonical one for BIDI purposes).

Script Classification by Directionality

Scripts can be classified into three orientational categories:

horizontal
Scripts that have horizontal, but not vertical, directionality. Includes: Latin, Arabic, Hebrew, Devanagari
vertical
Scripts that have vertical, but not horizontal, directionality. Includes: Mongolian, Manchu
bi-orientational
Scripts that have both vertical and horizontal directionality. Includes: Han, Hangul, Yi, Ogham

Bi-orientational scripts may be further classified by how their glyphs transform when switching orientations. CJK characters translate; they are always upright. Other scripts, such as Ogham and some variants of classical Yi, must be rotated.

Logical Text Flow

Implying Direction

Scripts in their native orientation need no additional stylistic hints for proper layout: their inline progression and glyph orientation are both intrinsically mandated, so the style system can know by itself how to lay them out. Directionality and glyph orientation overrides are not necessary and should not be used. (In fact, using them degrades the system by creating a tangle of dependencies, as demonstrated in the section on the current version of CSS3 Text.)

Scripts in a foreign orientation don't need directionality or glyph overrides either. They just need a few hints: whether to translate upright, or, if they're rotated sideways, which side is "up". Given that, the rules for laying out the text in its native orientation are enough to determine the inline progression and exact glyph orientation.

Orienting by Block Progression

For scripts in a non-native orientation, the natural inline text flow depends on the direction of line stacking: the text is most comfortably laid out as if the whole text block were merely rotated from the horizontal. For example, English text in vertical lines that stack from left to right will face with the glyphs' tops towards the left and the text direction running from bottom to top. The same text, by the same logic, would in a right-to-left line stacking context face right and flow within each line from top to bottom.

Diagram of text block rotation

Merely rotating the rendered text from a horizontal layout is not sufficient because while the primary script is horizontal, it may include some vertical text (such as Chinese) that would need to be laid out appropriately for vertical lines.

Putting this logic into the style system is straightforward: define "up" for non-native glyphs to point to the beginning of the line stack, and the inline progression follows from that orientation. The glyph orientation and inline progression will thus adapt to whichever block progression happens to take effect.

This layout scheme is most appropriate for dealing with text that has been turned on its side for layout purposes—as for page headers or captions or table headings. However, a major use case for laying out text in a non-native orientation is mixing horizontal and vertical scripts, which introduces the requirement of making the secondary scripts flow well in the context of the primary script.

For example, a primarily Mongolian document, which has vertical lines stacking left to right, usually lays its Latin text with the glyphs facing the right. This makes the text run in the same inline progression as Mongolian and face the same direction it does in other East Asian layouts (which have vertical lines stacking right to left), but the glyphs are facing the bottom of the line stack rather than the top, something they wouldn't do in a primarily-English paragraph.

Yet another common layout is to keep the horizontal script's glyphs upright and order them from top to bottom; this is frequently done with Latin-script acronyms in vertical East Asian text.

[Acronym in Vertical Text]

To handle these layouts, the style system needs to offer controls for choosing among these different layout schemes. Note, however, that scripts in their native orientations do not need these hints; only the non-native ones do. Also, this is only one simple scheme switch here: there's no need for the designer to set separate absolute inline progression and glyph orientation controls or to set styling properties on each text run of a different script.

The Three Switches of Logical Text Layout

In summary, to lay out a block of arbitrary, mixed-script text, the layout system needs to offer only three controls:

  • primary script's directionality (BIDI property)
  • block progression direction (stylistic property)
  • glyph orientation scheme (stylistic property)

Formalized into CSS syntax, this becomes:

direction

Primary directionality. Can take the following values

ltr
Left-to-right directionality in horizontal text; No inherent directionality in vertical text. (Horizontal script) Examples: Latin, Tibetan
rtl
Right-to-left directionality in horizontal text; No inherent directionality in vertical text. (Horizontal script) Examples: Arabic, Hebrew
ttb
Top to bottom directionality in vertical text; No inherent directionality in horizontal text. (Vertical script) Example: traditional Mongolian
ltr-ttb
Left to right directionality in horizontal text; Top to bottom directionality in vertical text. (Bi-orientational script) Examples: Han, modern Yi
ltr-btt
Left to right directionality in horizontal text; Bottom to top directionality in vertical text. (Bi-orientational script) Example: Ogham
block-progression

Block progression (line stacking) direction. Can take the following values

tb
Top-to-bottom line stacking (horizontal text). Typically used for most non-East-Asian layout.
rl
Right-to-left line stacking (vertical text). Typically used for traditional CJK layout.
lr
Left-to-right line stacking (vertical text). Typically used for traditional Mongolian layout.
text-orientation-vertical

Glyph orientation scheme to use in vertical text. Can take the following values

natural
Non-vertical script runs are laid out as if "up" was towards the top of the line stack (left or right, depending on the block progression in effect). (Vertical scripts are laid out as vertical scripts.)
left
Non-vertical script runs are laid out as if "up" was towards the left side of the line stack. (Vertical scripts are laid out as vertical scripts.)
right
Non-vertical script runs are laid out as if "up" was towards the right of the line stack. (Vertical scripts are laid out as vertical scripts.)
upright
Non-vertical scripts' characters read top to bottom, with each grapheme cluster oriented upright. (Vertical scripts are laid out as vertical scripts.)

For handling vertical-only scripts in horizontal layout, a text-orientation-horizontal property is also necessary; it takes effect only when the block progression is top-to-bottom. To keep the discussion less verbose, I am relegating consideration of horizontal layout to an appendix.

As long as the directionality is set correctly for the text (and it should be set automatically from the content/markup as long as the designer doesn't touch it later), any combination of the block-progression and text-orientation stylistic values will result in a correct (though perhaps not optimally-designed) text layout.

The style system can thus handle most of the intricacies of laying out both usual and unusual combinations of text by itself. What it needs to do this, however, is to know the intrinsic properties of the characters and the logic of laying them out.

Implementing A Logical Text Layout System

Composing Lines of Text

Handling block-progression is very straightforward: just stack the composed lines in the stacking direction. Composing the lines of text is more complicated. The text needs to go through three processing steps.

Character Ordering

Character ordering is where the BIDI algorithm gets applied. The algorithm remains essentially unchanged when dealing with vertical text: what changes is the data. Specifically, the directionality values of certain characters are mapped into the algorithm differently depending on the styling context.

The Unicode Bidirectional (BIDI) Algorithm deals with two directions: left-to-right (towards right) and right-to-left (towards left), defined to be the same as the script directionalities involved. Although this multi-directional model has several more directionality values, the BIDI algorithm here still deals with only two directions: it just abstracts them so that they could just as easily be bottom-to-top (towards top) and top-to-bottom (towards bottom). To avoid the apparent absurdity of mapping right to left and such things, I will call the two BIDI directions "high" (H) and "low" (W). (Implementations, no doubt, will prefer to call them "left" and "right" to map directly into the Unicode BIDI algorithm.)

It is important to keep in mind that these directions are abstract. We will map "left", "right", "top", and "bottom" to "high" or "low" based on the values of text-orientation and block-progression. The mapping applies to everything: the individual character's directionality, embedding and override codes, the CSS direction values, HTML dir attributes, etc. Once the line is composed, we then lock "high" and "low" to the appropriate sides of the block as we stack the lines according to block-progression.

Directionality Mapping: Vertical Case

In vertical context, bi-orientational scripts use their vertical directionality and behave as vertical, not horizontal, scripts. Han, for example, as a ltr-ttb script, is treated as ttb (top to bottom), not ltr (left to right). The ltr-ttb value for direction is correspondingly treated the same way as the value ttb.

For text-orientation: right (and text-orientation: natural  in a right-to-left block progression)
  • Map ttb and ltr to htl (high to low)
  • Map btt and rtl to lth (low to high)
Diagram of 'right' Mapping

Run the Unicode BIDI Algorithm with its "left" being our "high" and its "right" being our "low".

For text-orientation: left (and text-orientation: natural  in a left-to-right block progression)
  • Map ttb and rtl to lth (low to high)
  • Map btt and ltr to htl (high to low)
Diagram of 'left' mapping

Run the Unicode BIDI Algorithm with its "left" being our "high" and its "right" being our "low".

For text-orientation: upright
  • Map ttb, ltr, and rtl to htl (high to low)
  • Map btt to lth (low to high)
Diagram of 'upright' mapping

Run the Unicode BIDI Algorithm with its "left" being our "high" and its "right" being our "low".

Glyph Orientation

Before the system can paint the text (or even do alignment), it needs to know how to rotate the glyphs. For vertical and bi-orientational scripts, this is simply "rotate me to my intrinsic position". This doesn't mean "don't rotate me, I'm supposed to be upright", however, because the standard representation of a character in a font is the one used in horizontal text.

Vertical Scripts

Han and Kana and Hangul and Yi do need to be kept upright (0° rotation) because they use the same orientation in both horizontal and vertical text. Mongolian (and Ogham), however, rotate from one context to the other and so their glyphs must be rotated 90° from their horizontal orientation when used in vertical context. Part of the system's knowledge, therefore, needs to be which scripts need to be rotated and which merely translated into place. Given that and the script's directionality, the exact rotation can be derived as follows:

System's Knowledge of Vertical Scripts' Properties
Han/Hangul/Kana/Yi Mongolian/Manchu Ogham
(cannonical) horizontal directionality LTR (LTR) LTR
vertical directionality TTB TTB BTT
transformation translation rotation rotation
System's Derivation of Vertical Scripts' Orientation
Han/Hangul/Kana/Yi Mongolian/Manchu Ogham
horizontal orientation (vector direction) glyph orientation: 0°; inline-progression: 90° glyph orientation: 0°; inline-progression: 90° glyph orientation: 0°; inline-progression: 90°
transformation Glyph orientation static; Inline progression rotates 90° (from ltr to ttb) Glyph orientation rotates with inline progression 90° (from ltr to ttb) Glyph orientation rotates with inline progression -90° (from ltr to btt)
vertical orientation glyph orientation: 0°; inline-progression: top-to-bottom glyph orientation: 90°; inline-progression: top-to-bottom glyph orientation: 270°; inline-progression: top-to-bottom
Horizontal Scripts

For horizontal scripts, the method is "rotate me according to the relevant text-orientation style".

For text-orientation: right or text-orientation: natural in a right-to-left block progression:

Rotate horizontal scripts' grapheme clusters 90° to the right.

Diagram: Glyphs rotated right
For text-orientation: left or text-orientation: natural in a left-to-right block progression:

Rotate horizontal scripts' grapheme clusters 90° to the left.

Diagram: Glyphs rotated left
For text-orientation: upright

Keep glyphs for horizontal scripts upright and stack grapheme clusters vertically.

Diagram: Glyphs translated upright
Punctuation

Transformations for punctuation, being somewhat arbitrary and stylistic, should be handled by using vertical glyph variants given in the font, but only when the direction of the text is a vertical or bi-orientational directionality or text-orientation-vertical is upright. (If the text is primarily horizontal text rotated sideways, then the punctuation should likewise be horizontal punctuation rotated sideways.)

Character Shaping

Character shaping is the process of selecting, based on context, which of several allographs of a letter should be used. This is typical of cursive scripts like Arabic and Mongolian, where the shape of a letter depends on whether it comes at the start of a word, in the middle of a word, or at the end of a word.

Diagram of Arabic shaping

According to UAX 9, character shaping occurs after BIDI reordering: the Arabic character shaped as an "initial" will always be on the right, even if the text is given a left-to-right override. This ensures that the letters always connect. (An initial form on the left side of the word would be trying to connect to nothing.)

To deal with the multiple orientations of vertical layout, the shaping logic needs to know not just the reordered string of characters, but which side of the line is "up". If we turn the glyphs all upside-down, for instance, the shaping needs to be done in reverse. Diagram of reverse shaping Because in vertical text Arabic and Mongolian can go in the same direction or in opposite directions, merely inverting the entire character string before passing it to standard Unicode shaping functions doesn't work.

Shaping occurs only within each directional level run. Shaping is also constrained to runs of text in the same script; Mongolian characters, from Arabic's point of view, form as concrete a boundary as Latin ones do. It is therefore possible to break up the text into pieces that have characters from no more than one shaping-affected script without compromising the accuracy of the shaping. Then, for each run of text, one can use the shaping script characters' glyph orientation (derived above) to determine which way is "up" (0°) and hence which are the "left" (-90°) and "right" (+90°) sides of the text run. Once that's known the text run can be shaped, in reverse if necessary.

Understanding Character Characteristics

In addition to knowing the text, its primary directionality, and its styling properties, the implementation needs to know something about the characters themselves to be able to take advantage of the logical model. For each character, the following information must be available to the text layout algorithm:

  • horizontal directionality: ltr or rtl
    For vertical scripts this means the canonical directionality that is used for fonts and for plaintext horizontal layout.
  • vertical directionality: ttb, btt, or none
    For horizontal scripts, this is none.
  • glyph transformation between horizontal and vertical orientations: translation, rotation, or not applicable
    Only applies to scripts with vertical directionality.

Unicode only specifies the horizontal directionality. For some scripts (not all), vertical directionality can be gleaned from the prose chapters describing the different writing systems. Glyph transformations are not given at all, only implied.

Why and How the Unicode Consortium Should Be Involved

The text layout model outlined in this document adds to the scope of the Unicode BIDI Algorithm and requires additional knowledge of character properties. This expansion should be part of Unicode rather than an alteration defined in CSS3. Standardizing it at the Unicode level rather than at the CSS level is more appropriate because

  • The Unicode Consortium has the expertise necessary to specify the character data correctly even for obscure scripts.
  • The extended data and algorithms operate at the same level as the existing Unicode specifications.
  • Non-CSS systems wanting to use this model will have a solid base to work off of rather than having to adapt bits of a high-level protocol (CSS3) to fit their application.
  • Standard Unicode APIs can be designed to handle the extended BIDI and shaping manipulations so that each application will not need to implement all of that itself.
  • Intermediary systems such as HTML can accomodate the model by building up from Unicode rather than down from CSS. (HTML would need the new direction values for its dir attribute.)
  • Unicode can add character-level support for vertical-directionality by defining directionality control codes to correspond with the vertical directionality requirements. This will allow the same plain text to be properly flowed into vertical layout contexts as well as horizontal ones.

What happens if Unicode chooses not to standardize the additional character data

I will be including the results of my personal research as a normative appendix to the next revision of CSS3 Text. Should the Unicode Consortium provides the necessary character data, I will publish a new version that removes the appendix and instead references the relevant sections of the Unicode Standard.

About the Author and the Status of CSS3 Text

I am an invited expert for the CSS Working Group at the World Wide Web Consortium (W3C) and the new editor of the CSS3 Text module. I intend to completely rewrite the Text Layout chapter for the next version of CSS3 Text based on the principles outlined herein.

Acknowledgements

Thanks go out to:

Appendix: Vertical Scripts in Horizontal Flow