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Package for disambiguation of identical terms in critical editions in LaTeX with reledmac.

Project description

Samewords: Disambiguate words in critical editions

In critical textual editions notes in the critical apparatus are normally made to the line where the words occur. This leads to ambiguous references when a critical apparatus note refers to a word that occurs more than once in a line. For example:

We have a passage of regular text here, such a nice place for a critical
note.

----
1 a] om. M

It is very unclear which of three instances of “a” the note refers to.

Reledmac is a great LaTeX package that facilitates typesetting critical editions of prime quality. It already provides facilities for disambiguating identical words, but it requires the creator of the critical text to mark all potential instances of ambiguous references manually (see the reledmac handbook for the details on that). Samewords automates this step for the editor.

Installation

Samewords requires Python 3.6 installed in your system. If you are on a Mac OSX machine, and you use Homebrew, you can run brew install python3. If you do not use Homebrew (or run a Windows machine), download the latest official python distribution and follow the instructions.

Easy installation

pip3 install samewords

That’s it!

Optional: Virtual environment

Before installation you may want to create a virtual environment (see more here) for the installation, if you don’t want to install the script globally. This is also particularly useful if you want to hack on the script.

To create a virtual environment for the project, run:

$ mkvirtualenv -p python3 <name>

Where <name> is the name you want to give the venv.

After activating the virtual environment (workon or source, see the guide linked above or search the interwebs), install the package.

For development

Download the repository:

git clone https://github.com/stenskjaer/samewords.git

>From the downloaded directory, run:

$ pip install -e .

Now you should be able to run the script (while the virtual environment is activated, if you used that) by running samewords.

To see if it works, run:

samewords --help

Your should get an overview of the commands available.

When you are done, you can reset your system to the state before testing, deactivate the virtual environment. If you never want to use the script again, remove the directory of the environment (possibly with rmvirtualenv if you have installed virtualenvwrapper) and remove the directory created by the git clone command.

Remember the tests

Before you start making any changes, run the test suite and make sure everything passes. From the root directory of the package, run:

pytest

If you make changes, don’t forget to implement tests and make sure everything passes. Otherwise, things will break.

Usage

Simple: Call the script with the file you want annotated as the only argument to get the annotated version back in the terminal.

samewords my-awesome-edition.tex

will send the annotated version to stdout. To see that it actually contains some \sameword{} macros, you can try running it through grep:

samewords my-awesome-edition.tex | grep sameword

You can define a output location with the --output option:

samewords --output ~/Desktop/test/output my-awesome-edition.tex

will check whether ~/Desktop/test/output is a directory or a file. If it is a directory, it will put the file inside that directory (with the original name). If it is a file, it will ask you whether you want to overwrite it. If it is neither a directory nor a file, it will create the file output and write the content to that.

Alternatively regular unix redirecting will work just as well in a Unix context:

samewords my-beautiful-edition.tex > ~/Desktop/test/output.tex

Configuration file

You can configure a small range of settings relevant for the processing. This is done in a JSON-formatted file. You give the location of the config file to the argument --config-file. The script will automatically look for a config file with the name ~/.samewords.json, so if you put it there, you won’t have to specify the command line argument every time you call the script. That can be very handy if you often need to use the same configuration.

The configuration file recognizes the following parameters: - exclude_macros - ellipsis_patterns - sensitive_context_match

JSON requires backslashes to be escaped if you want to preserved them in the string. You do that with another backslash, so \\ will result in a single backslash. You must remember this when noting TeX strings or regular expressions that contain backslashes.

A complete configuration file could contain the following content:

{
  "ellipsis_patterns": [
    "--",
    "–"
  ],
  "exclude_macros": [
    "\\excludedMacro"
  ]
}

For details, see below.

exclude_macros

You might want to define some macros which are entirely ignored in the comparison of text segments. That will typically be macros that do not contain text content.

For example, you might use a custom macro called \msbreak{} to indicate a pagebreak in your edition. The content of that is not printed in the text, but in the margin. So you don’t want the comparison to figure in the content of this macro. Take this example phrase:

I\msbreak{23v} know that \edtext{I know}{\Afootnote{I don't know B}}
nothing.

Since the content of (almost) all macros is included by default, this would give the comparison of the phrase I know (\edtext content) with I23v know that (context). It will not match, and hence not annotate the phrase.

If we add the macro to the excluded_macros field in a settings file and pass that to the script, \msbreak will be ignored in processing, and we will get a comparison between I know (\edtext content) with I know that (context). This will match and hence correctly annotate the phrase.

Another example: The script searches for words or phrases identical to those in the \edtext{}{} macros to identify possible conflicts. By default the content of practically all macros are included in this comparison.

Take this passage:

\edtext{Sortes\test{1}}{\Afootnote{Socrates B}} dicit: Sortes\test{2} probus

Will result in a search for “Sortes1” in the string “dicit Sortes2 probus”, which will not succeed.

On the other hand, this passage:

\edtext{Sortes\test{1}}{\Afootnote{Socrates B}} dicit: Sortes\test{1} probus

Will result in a search for “Sortes1” in the string “dicit Sortes1 probus”, which will succeed and therefore annotate the instances.

If you add \test to the excluded_macros field, both examples above will compare “Sortes” with “Sortes” and hence give a positive match.

ellipsis_patterns

This key contains a list of patterns that should be included when matching for ellipsis symbols in \lemma{}. These are used in a regular expression match, so any valid python regular expression will work.

Say you use “–” and “…” to indicate ellipsis. Actually, you ought to write the dotted ellipsis with \dots{} in LaTeX, but if you insist, you could give the key the following list (but you shouldn’t, really. Use \dots{}):

{
  "ellipsis_patterns": [
    "\\.\\.\\.",
    "-+"
  ]
}

This looks complicated, but don’t worry. The “…” is matched with a regex pattern, which requires us to escape the regular “.” – that would normally look like this \.\.\.. But since we also need to escape the backslashes, they are doubly escaped.

The second is a lot simpler, it is just a regex that will match one or more regular dashes in your text. Note that this comes with some danger as it will match if your lemma contains a single dash, even though you might not have thought of it as an “ellipsis”-dash. In these cases, its better to be explicit and either use double dashes (--) or real unicode en-dashes (). It is also typographically much better.

Another example of a regex match pattern would be to match for the thin space command in LaTeX, which is \,, which produces a space of just 0.16667em. A comma is a meta-character in regex, so it would need escaped, which would look like \\,, but the backslash is also a meta-character, so that needs escaping too. This means that to match the literal expression \, the regex would look like this: \\\\,. So if we wanted to match the LaTeX expression \,-\, (thin space, a dash, and another thin space), we would write the following regex: \\\\,-\\\\,. But as we would probably want to match any length of dashes, it could be improved to \\\\,-+\\\\,.

sensitive_context_match

The value of the settings variable sensitive_proximity_match determines whether the search for matches in the proximity is case sensitive. By default it is case insensitive, but if the value is set to True, it will be case sensitive.

In JSON:

{
  "sensitive_context_match": true
}

That would mean that the search for “an” in the context string “An example” would not match. This is a sensible setting when lemma words are not lower cased in the critical apparatus.

context_distance

This determines the amount of words that will be compared with a match phrase at either side of an \edtext{}{} entry. A normal length line rarely contains more than 15 words, so the default of 20 should often be enough. If a layout with every long lines is used, it may be necessary to increase it, while it may make sense to reduce the distance if maybe a two column setup is used. But a bit too many \sameword{} annotations really does no harm.

Issue reporting and testing

If you like the idea of this software, please help improving it by filing issue report when you find bugs.

To file a bug

  • Create a minimal working example (MWE) TeX document that contains absolutely nothing aside from the material necessary for reproducing the bug. The document should (if possible) be able to compile on a fresh installation of LateX without any custom packages.
  • Open an issue report and describe the conditions under which you experience the bug. It should be possible for me to reproduce the bug by following your directions.
  • If the script returns an error, copy and paste the error traceback into the report.
  • If the script returns you document, include that, and describe the result you expected, and how that differs from what you get.

Testing updated issue branches

Once I (think I) have a solution, I will ask you to test a branch. You can do that by either downloading that specific branch as a zip or clone the repository and pull down the changed branch. Choose one of the following two, depending on you preferences.

Downloading branch zip This approach is simplest if (1) you don’t feel quite comfortable using git or (2) only want to test a single change or issue.

  • Navigate to the relevant branch in Github (the “Branch:” dropdown).
  • Download that branch to your computer (the “Clone or download” button).
  • Navigate to the downloaded zip file, unzip it and enter the directory.

Clone repository and checkout branch This approach is more flexible and makes it easier for you to pull and test different branches. It also makes it easier to keep track of which branch you are testing on (with the git status command). Finally, if you should want to push changes in pull requests, this is also the approach you should use.

  • Navigate to an appropriate directory.
  • Run git clone https://github.com/stenskjaer/samewords.git. A directory with the name “samewords” will be created in you current working directory.
  • Check out the branch that you want to test. If that is called issue-13 run git checkout issue-13.

After either of the above processes, the rest is identical: - Create a virtual environment for testing by running python3 -m venv .env, and then activate it with source .env/bin/activate (this is based on a Unix environment, if you run Windows, check out the Python documentation). - Install the script in the virtual environment with pip install -e .. - To make sure you run the version in the virtual environment, run .env/bin/samewords from the directory (to avoid using a global version of the script, if you have that). - Run your supplied MWE (or other material provided by me in the issue report) and inspect whether the problem is solved and report back in the issue report. - When you are done testing, deactivate the virtual environment by running deactivate (Bash on Unix) or deactivate.bat (Windows).

If you have downloaded a branch zip, you can delete the unzipped directory, and everything should be back to normal.

If you have cloned the repository, you can just leave it there.

Disclaimer and license

This is beta level software. Bugs are to be expected and I provide no guarantees for the integrity of your software or editions when you use the package.

Copyright (c) 2017 Michael Stenskjær Christensen, MIT License.

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