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Add unicode doc to doxygen Tech Notes #5136

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147 changes: 146 additions & 1 deletion doxygen/dox/TechnicalNotes.dox
Original file line number Diff line number Diff line change
Expand Up @@ -11,6 +11,7 @@
\li \ref SWMR
\li \ref VDS
\li \ref RELVERSION
\li \ref UNICODE
\li \ref VFL
\li <a href="https://github.com/HDFGroup/arch-doc/blob/main/An_Overview_of_the_HDF5_Library_Architecture.v2.pdf">HDF5 Library Architecture Overview</a>
\li \ref VOL_Connector
Expand Down Expand Up @@ -89,7 +90,7 @@ A beneficial side effect of using SWMR access is better fault tolerance. It is m
<li>#H5Pset_object_flush_cb — Sets a callback function to invoke when an object flush occurs in the file</li>
<li>#H5Pget_object_flush_cb — Retrieves the object flush property values from the file access property list</li>
<li>#H5Odisable_mdc_flushes — Prevents metadata entries for an HDF5 object from being flushed from the metadata cache to storage</li>
<li>#H5Oenable_mdc_flushes — Enables flushing of dirty metadata entries from a files metadata cache</li>
<li>#H5Oenable_mdc_flushes — Enables flushing of dirty metadata entries from a file's metadata cache</li>
<li>#H5Oare_mdc_flushes_disabled — Determines if an HDF5 object has had flushes of metadata entries disabled</li>
</ul>

Expand Down Expand Up @@ -199,6 +200,150 @@ close properly. It will contain data up to the point that it was interrupted.

*/

/** \page UNICODE Using UTF-8 Encoding in HDF5 Applications

\section sec_unicode_intro Introduction
Text and character data are often discussed as though text means ASCII text. We even go so far as
to call a file containing only ASCII text a plain text file. This works reasonably well for English
(though better for American English than British English), but what if that plain text file is in
French, German, Chinese, or any of several hundred other languages? This document introduces the
use of UTF-8 encoding (see note 1), enabling the use of a much more extensive and flexible character
set that can faithfully represent any of those languages.

This document assumes a working familiarity with UTF-8 and Unicode. Any reader who is unfamiliar
with UTF-8 encoding should read the [Wikipedia UTF-8 article](https://en.wikipedia.org/wiki/UTF-8)
before proceeding; it provides an excellent primer.

For our context, the most important UTF-8 concepts are:
\li Multi-byte and variable-size character encodings
\li Limitations of the ASCII character set
\li Risks associated with the use of the term plain text
\li Representation of multiple language alphabets or characters in a single document

More specific technical details will only become important if they affect the specifics of
your application design or implementation.

\section sec_unicode_support How and Where Is UTF-8 Supported in HDF5?
HDF5 uses characters in object names (which are actually link names, but that's a story for a
different article), dataset raw data, attribute names, and attribute raw data. Though the
mechanisms differ, you can use either ASCII or UTF-8 character sets in all of these situations.

\subsection subsec_unicode_support_names Object and Attribute Names
By default, HDF5 creates object and attribute names with ASCII character encoding. An object or
attribute creation property list setting is required to create object names with UTF-8 characters.
This uses the function #H5Pset_char_encoding, which sets the character encoding used for object and attribute names.

For example, the following call sequence could be used to create a dataset with its name encoded with the UTF-8 character set:

\code
lcpl_id = H5Pcreate(H5P_LINK_CREATE) ;
error = H5Pset_char_encoding(lcpl_id, H5T_CSET_UTF8) ;
dataset_id = H5Dcreate2(group_id, "datos_ñ", datatype_id, dataspace_id,
lcpl_id, H5P_DEFAULT, H5P_DEFAULT) ;
\endcode

If the character encoding of an attribute name is unknown, the combination of an
#H5Aget_create_plist call and an #H5Pget_char_encoding call will reveal that information.
If the character encoding of an object name is unknown, the information can be accessed
through the object's H5L_info_t structure which can be obtained using #H5Lvisit or #H5Lget_info_by_idx calls.

\subsection subsec_unicode_support_char Character Datatypes in Datasets and Attributes
Like object names, HDF5 character data in datasets and attributes is encoded as ASCII by
default. Setting up attribute or dataset character data to be UTF-8-encoded is accomplished
while defining the attribute or dataset datatype. This makes use of the function #H5Tset_cset,
which sets the character encoding to be used in building a character datatype.

For example, the following commands could be used to create an 8-character, UTF-8 encoded,
string datatype for use in either an attribute or dataset:

\code
datatype_id = H5Tcopy(H5T_C_S1);
error = H5Tset_cset(datatype_id, H5T_CSET_UTF8);
error = H5Tset_size(datatype_id, "8");
\endcode

If a character or string datatype's character encoding is unknown, the combination of an
#H5Aget_type or #H5Dget_type call and an #H5Tget_cset call can be used to determine that.

\section sec_unicode_warn Caveats, Pitfalls, and Things to Watch For
Programmers who are accustomed to using ASCII text without accommodating other text
encodings will have to be aware of certain common issues as they begin using UTF-8 encodings.

\subsection subsec_unicode_warn_port Cross-platform Portability
Since the HDF5 Library handles datatypes directly, UTF-8 encoded text in dataset and
attribute datatypes in a well-designed HDF5 application and file should work transparently
across platforms. The same should be true of handling names of groups, datasets, committed
datatypes, and attributes within a file.

Be aware, however, of system or application limitations once data or other information
has been extracted from an HDF5 file. The application or system must be designed to
accommodate UTF-8 encodings if the information is then used elsewhere in the application or system environment.

Data from a UTF-8 encoded HDF5 datatype, in either a dataset or an attribute,
that has been established within an HDF5 application should "just work" within the HDF5 portions of the application.

\subsection subsec_unicode_warn_names Filenames
Since file access is a system issue, filenames do not fall within the scope
of HDF5's UTF-8 capabilities; filenames are encoded at the system level.

Linux and Mac OS systems normally handle UTF-8 encoded filenames correctly
while Windows systems generally do not.

\section sec_unicode_text The *Plain Text* Illusion
Beware the use of the term *plain text*. *Plain text* is at best ambiguous, but often
misleading. Many will assume that *plain text* means ASCII, but plain text German or
French, for example, cannot be represented in ASCII. Plain text is only unambiguous
in the context of English (and even then can be problematic!).

\subsection subsec_unicode_warn_store Storage Size
Programmers and data users accustomed to working strictly with ASCII data generally make
the reasonable assumption that 1 character, be it in an object name or in data, requires
1 byte of storage. This equation does not work when using UTF-8 or any other Unicode encoding.
With Unicode encoding, number of characters is not synonymous with number of bytes. One must
get used to thinking in terms of number of characters when talking about content, reserving
number of bytes for discussions of storage size.

When working with Unicode text, one can no longer assume a 1:1 correspondence between the
number of characters and the data storage requirement.

\subsection subsec_unicode_warn_sys System Dependencies
<b>Linux</b>, <b>Unix</b>, and similar systems generally handle UTF-8 encodings in correct and
predictable ways. There is an apparent consensus in the Linux community that "UTF-8 is just the right way to go."

<b>Mac OS</b> systems generally handle UTF-8 encodings correctly.

<b>Windows</b> systems use a different Unicode encoding, UCS-2 (discussed in this UTF-16 article) at
the system level. Within an HDF5 file and application on a Windows system, UTF-8 encoding should
work correctly and as expected. Problems may arise, however, when that UTF-8 encoding is exposed
directly to the Windows system. For example:
\li File open and close calls on files with UTF-8 encoded names are likely to fail as the HDF5
open and close operations interact directly with the Windows file system interface.
\li Anytime an HDF5 command-line utility (\ref H5TOOL_LS_UG or \ref H5TOOL_DP_UG, for example) emits text output, the
Windows system must interpret the character encodings. If that output is UTF-8 encoded, Windows
will correctly interpret only those characters in the ASCII subset of UTF-8.

\section sec_unicode_common Common Characters in UTF-8 and ASCII
One interesting feature of UTF-8 and ASCII is that the ASCII character set is a discrete subset of
the UTF-8 character set. And where they overlap, the encodings are identical. This means that a
character string consisting entirely of members of the ASCII character set can be encoded in either
ASCII or UTF-8, the two encodings will be indistinguishable, and the encodings will require exactly the same storage space.


\section sec_unicode_also See Also

- For object and attribute names:
* #H5Pset_char_encoding
* #H5Pget_char_encoding
- For dataset and attribute datatypes:
* #H5Tset_cset
* #H5Tget_cset
- [UTF-8 article on Wikipedia](https://en.wikipedia.org/wiki/UTF-8)

<h3>NOTES</h3>
1. UTF-8 is the only Unicode standard encoding supported in HDF5.

*/

/** \page VDS Introduction to the Virtual Dataset - VDS

\section sec_vds_intro Introduction to VDS
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