Using UTF-8 with Gentoo Thomas Martin Alexander Simonov This guide shows you how to set up and use the UTF-8 Unicode character set with your Gentoo Linux system, after explaining the benefits of Unicode and more specifically UTF-8. 1.3 2005-02-23 Character Encodings
What is a Character Encoding?

Computers do not understand text themselves. Instead, every character is represented by a number. Traditionally, each set of numbers used to represent alphabets and characters (known as a coding system, encoding or character set) was limited in size due to limitations in computer hardware.

The History of Character Encodings

The most common (or at least the most widely accepted) character set is ASCII (American Standard Code for Information Interchange). It is widely held that ASCII is the most successful software standard ever. Modern ASCII was standardised in 1986 (ANSI X3.4, RFC 20, ISO/IEC 646:1991, ECMA-6) by the American National Standards Institute.

ASCII is strictly seven-bit, meaning that it uses bit patterns representable with seven binary digits, which provides a range of 0 to 127 in decimal. These include 32 non-visible control characters, most between 0 and 31, with the final control character, DEL or delete at 127. Characters 32 to 126 are visible characters: a space, punctuation marks, Latin letters and numbers.

The eighth bit in ASCII was originally used as a parity bit for error checking. If this is not desired, it is left as 0. This means that, with ASCII, each character is represented by a single byte.

Although ASCII was enough for communication in modern English, in other European languages that include accented characters, things were not so easy. The ISO 8859 standards were developed to meet these needs. They were backwards compatible with ASCII, but instead of leaving the eighth bit blank, they used it to allow another 127 characters in each encoding. ISO 8859's limitations soon came to light, and there are currently 15 variants of the ISO 8859 standard (8859-1 through to 8859-15). Outside of the ASCII-compatible byte range of these character sets, there is often conflict between the letters represented by each byte. To complicate interoperability between character encodings further, Windows-1252 is used in some versions of Microsoft Windows instead for Western European languages. This is a superset of ISO 8859-1, however it is different in several ways. These sets do all retain ASCII compatibility, however.

The necessary development of completely different single-byte encodings for non-Latin alphabets, such as EUC (Extended Unix Coding) which is used for Japanese and Korean (and to a lesser extent Chinese) created more confusion, while other operating systems still used different character sets for the same languages, for example, Shift-JIS and ISO-2022-JP. Users wishing to view cyrillic glyphs had to choose between KOI8-R for Russian and Bulgarian or KOI8-U for Ukrainian, as well as all the other cyrillic encodings such as the unsuccessful ISO 8859-5, and the common Windows-1251 set. All of these character sets broke most compatibility with ASCII (although KOI8 encodings place cyrillic characters in Latin order, so in case the eighth bit is stripped, text is still decipherable on an ASCII terminal through case-reversed transliteration.)

This has led to confusion, and also to an almost total inability for multilingual communication, especially across different alphabets. Enter Unicode.

What is Unicode?

Unicode throws away the traditional single-byte limit of character sets, and even with two bytes per-character this allows a maximum 65,536 characters. Although this number is extremely high when compared to seven-bit and eight-bit encodings, it is still not enough for a character set designed to be used for symbols and scripts used only by scholars, and symbols that are only used in mathematics and other specialised fields.

Unicode has been mapped in many different ways, but the two most common are UTF (Unicode Transformation Format) and UCS (Universal Character Set). A number after UTF indicates the number of bits in one unit, while the number after UCS indicates the number of bytes. UTF-8 has become the most widespread means for the interchange of Unicode text as a result of its eight-bit clean nature, and it is the subject of this document.

UTF-8

UTF-8 is a variable-length character encoding, which in this instance means that it uses 1 to 4 bytes per symbol. So, the first UTF-8 byte is used for encoding ASCII, giving the character set full backwards compatibility with ASCII. UTF-8 means that ASCII and Latin characters are interchangeable with little increase in the size of the data, because only the first bit is used. Users of Eastern alphabets such as Japanese, who have been assigned a higher byte range are unhappy, as this results in as much as a 50% redundancy in their data.

What UTF-8 Can Do for You

UTF-8 allows you to work in a standards-compliant and internationally accepted multilingual environment, with a comparitively low data redundancy. UTF-8 is the preferred way for transmitting non-ASCII characters over the Internet, through Email, IRC or almost any other medium. Despite this, many people regard UTF-8 in online communication as abusive. It is always best to be aware of the attitude towards UTF-8 in a specific channel, mailing list or Usenet group before using non-ASCII UTF-8.

Setting up UTF-8 with Gentoo Linux
Finding or Creating UTF-8 Locales

Now that you understand the principles behind Unicode, you're ready to start using UTF-8 with your system.

The preliminary requirement for UTF-8 is to have a version of glibc installed that has national language support. The recommend means to do this is the /etc/locales.build file in combination with the userlocales USE flag. It is beyond the scope of this document to explain the usage of this file though, luckily, the usage of this file is well documented in the comments within it. It is also explained in the Gentoo Localisation Guide.

Next, we'll need to decide whether a UTF-8 locale is already available for our language, or whether we need to create one.

(Replace "en_GB" with your desired locale setting)
# locale -a | grep 'en_GB'
en_GB
en_GB.utf8

From the output of this command line, we need to take the result with a suffix similar to .utf8. If there is no result with a suffix similar to .utf8, we need to create a UTF-8 compatible locale.

Only execute the following code listing if you do not have a UTF-8 locale available for your language.
(Replace "en_GB" with your desired locale setting)
# localedef -i en_GB -f UTF-8 en_GB.utf8
Setting the Locale

Although by now you might be determined to use UTF-8 system wide, the author does not recommend setting UTF-8 for the root user. Instead, it is best to set the locale in your user's ~/.profile (or, if you are using a C shell, ~/.login).

If you are not sure which file to use, use ~/.profile. Also, if you are unsure which code listing to use, use the Bourne version.
export LANG="en_GB.utf8"
export LC_ALL="en_GB.utf8"
setenv LANG "en_GB.utf8"
setenv LC_ALL "en_GB.utf8"

Now, logout and back in to apply the change. We want these environment variables in our entire environment, so it is best to logout and back in, or at the very least to source ~/.profile or ~/.login in the console from which you have started other processes.

Application Support

When Unicode first started gaining momentum in the software world, multibyte character sets were not well suited to languages like C, in which many of the day-to-day programs people use are written. Even today, some programs are not able to handle UTF-8 properly. Fortunately, most are!

Filenames, NTFS, and FAT

There are several NLS options in the Linux kernel configuration menu, but it is important to not become confused! For the most part, the only thing you need to do is to build UTF-8 NLS support into your kernel, and change the default NLS option to utf8.

File Systems -->
  Native Language Support -->
    (utf8) Default NLS Option
    <*> NLS UTF8
    (Also <*> other character sets that are in use in
    your FAT filesystems or Joilet CD-ROMs.)

If you plan on mounting NTFS partitions, you may need to specify an nls= option with mount. For more information, see man mount.

For changing the encoding of filenames, app-text/convmv can be used.

# emerge --ask app-text/convmv
# convmv -f current-encoding -t utf-8 filename

For changing the contents of files, use the iconv utility, bundled with glibc:

(substitute iso-8859-1 with the charset you are converting from)
(Check the output is sane)
# iconv -f iso-8859-1 -t utf-8 filename 
(Convert a file, you must create another file)
# iconv -f iso-8859-1 -t utf-8 filename > newfile

app-text/recode can also be used for this purpose.

The System Console You need >=sys-apps/baselayout-1.11.9 for Unicode on the console.

To enable UTF-8 on the console, you should edit /etc/rc.conf and set UNICODE="yes", and also read the comments in that file -- it is important to have a font that has a good range of characters if you plan on making the most of Unicode.

The KEYMAP variable, set in /etc/conf.d/keymaps, should have a Unicode keymap specified. To do this, simply prepend the keymap already specified there with -u.

(Change "uk" to your local layout)
KEYMAP="-u uk"
Ncurses and Slang Ignore any mention of Slang in this section if you do not have it installed or do not use it.

It is wise to add unicode to your global USE flags in /etc/make.conf, and then to remerge sys-libs/ncurses and also sys-libs/slang if appropriate:

(We avoid putting these libraries in our world file with --oneshot)
# emerge --oneshot --verbose --ask sys-libs/ncurses sys-libs/slang

We also need to rebuild packages that link to these, now the USE changes have been applied.

# revdep-rebuild --soname libncurses.so.5
# revdep-rebuild --soname libslang.so.1
KDE, GNOME and Xfce

All of the major desktop environments have full Unicode support, and will require no further setup than what has already been covered in this guide. This is because the underlying graphical toolkits (Qt or GTK+2) are UTF-8 aware. Subsequently, all applications running on top of these toolkits should be UTF-8-aware out of the box.

The exceptions to this rule come in Xlib and GTK+1. GTK+1 requires a iso-10646-1 FontSpec in the ~/.gtkrc, for example -misc-fixed-*-*-*-*-*-*-*-*-*-*-iso10646-1. Also, applications using Xlib or Xaw will need to be given a similar FontSpec, otherwise they will not work.

If you have a version of the gnome1 control center around, use that instead. Pick any iso10646-1 font from there.
style "user-font"
{
    fontset="-misc-fixed-*-*-*-*-*-*-*-*-*-*-iso10646-1"
}
widget_class "*" style "user-font"

If an application has support for both a Qt and GTK+2 GUI, the GTK+2 GUI will generally give better results with Unicode.

X11 and Fonts x11-base/xorg-x11 has far better support for Unicode than XFree86 and is highly recommended.

TrueType fonts have support for Unicode, and most of the fonts that ship with Xorg have impressive character support, although, obviously, not every single glyph available in Unicode has been created for that font. To build fonts (including the Bitstream Vera set) with support for East Asian letters with X, make sure you have the cjk USE flag set. Many other applications utilise this flag, so it may be worthwhile to add it as a permanent USE flag.

Also, several font packages in Portage are Unicode aware.

# emerge terminus-font intlfonts freefonts cronyx-fonts corefonts
Window Managers and Terminal Emulators

Window managers not built on GTK or Qt generally have very good Unicode support, as they often use the Xft library for handling fonts. If your window manager does not use Xft for fonts, you can still use the FontSpec mentioned in the previous section as a Unicode font.

Terminal emulators that use Xft and support Unicode are harder to come by. Aside from Konsole and gnome-terminal, the best options in Portage are x11-terms/rxvt-unicode, xfce-extra/terminal, app-gnustep/terminal, x11-terms/mlterm, x11-terms/mrxvt or plain x11-terms/xterm when built with the unicode USE flag and invoked as uxterm. app-misc/screen supports UTF-8 too, when invoked as screen -u or the following is put into the ~/.screenrc:

defutf8 on
Vim, Emacs, Xemacs and Nano

Vim, Emacs and Xemacs provide full UTF-8 support, and also have builtin detection of UTF-8 files. For further information in Vim, use :help mbyte.txt.

Nano currently does not provide support for UTF-8, although it has been planned for a long time. With luck, this will change in future. At the time of writing, UTF-8 support is in Nano's CVS, and should be included in the next release.

Shells

Currently, bash provides full Unicode support through the GNU readline library. Z Shell users are in a somewhat worse position -- no parts of the shell have Unicode support, although there is a concerted effort to add multibyte character set support underway at the moment.

The C shell, tcsh and ksh do not provide UTF-8 support at all.

Irssi

Irssi has complete UTF-8 support, although it does require a user to set an option.

/set term_charset UTF-8
The /recode command is only available on irssi-0.8.10 and above.

For channels where non-ASCII characters are often exchanged in non-UTF-8 charsets, the /recode command may be used to convert the characters. Type /help recode for more information.

Mutt

The Mutt mail user agent has very good Unicode support. To use UTF-8 with Mutt, put the following in your ~/.muttrc:

set send_charset="utf8" (outgoing character set)
set charset="utf8"      (display character set)
You may still see '?' in mail you read with Mutt. This is a result of people using Latin (ISO 8859) or another charset for email transmission. It is best to tell them to use UTF-8 for mail, and point them to the IETF RFC 2277 (see References at the end of this document). Also note that in some lists, subscribers may not like UTF-8. Be sure that the group or person you are communicating with does not mind UTF-8.

Further information is available from the Mutt WikiWiki.

Testing it all out

There are numerous UTF-8 test websites around. net-www/w3m, net-www/links, net-www/elinks, net-www/lynx and all Mozilla based browsers (including Firefox) support UTF-8. Konqueror and Opera have full UTF-8 support too.

When using one of the text-only web browsers, make absolutely sure you are using a Unicode-aware terminal.

If you see certain characters displayed as boxes with letters or numbers inside, this means that your font does not have a character for the symbol or glyph that the UTF-8 wants. Instead, it displays a box with the hex code of the UTF-8 symbol.

  • A W3C UTF-8 Test Page
  • A UTF-8 test page provided by the University of Frankfurt
Input Methods

Dead keys may be used to input characters in X that are not included on your keyboard. These work by pressing your right Alt key (or in some countries, AltGr) and an optional key from the non-alphabetical section of the keyboard to the left of the return key at once, releasing them, and then pressing a letter. The dead key should modify it. Input can be further modified by using the Shift key at the same time as pressing the AltGr and modifier.

To enable dead keys in X, you need a layout that supports it. Most European layouts already have dead keys with the default variant. However, this is not true of North American layouts. Although there is a degree of inconsistency between layouts, the easiest solution seems to be to use a layout in the form "en_US" rather than "us", for example. The layout is set in /etc/X11/xorg.conf like so:

Section "InputDevice"
    Identifier "Keyboard0"
    Driver     "kbd"
    Option     "XkbLayout" "en_US" # Rather than just "us"
    (Other Xkb options here)
EndSection
The preceding change only needs to be applied if you are using a North American layout, or another layout where dead keys do not seem to be working. European users should have working dead keys as is.

This change will come into effect when your X server is restarted. To apply the change now, use the setxkbmap tool, for example, setxkbmap en_US.

It is probably easiest to describe dead keys with examples. Although the results are locale dependent, the concepts should remain the same regardless of locale. The examples contain UTF-8, so to view them you need to either tell your browser to view the page as UTF-8, or have a UTF-8 locale already configured.

When I press AltGr and [ at once, release them, and then press a, 'ä' is produced. When I press AltGr and [ at once, and then press e, 'ë' is produced. When I press AltGr and ; at once, 'á' is produced, and when I press AltGr and ; at once, release them, and then press e, 'é' is produced.

By pressing AltGr, Shift and [ at once, releasing them, and then pressing a, a Scandinavian 'å' is produced. Similarly, when I press AltGr, Shift and [ at once, release only the [, and then press it again, '˚' is produced. Although it looks like one, this (U+02DA) is not the same as a degree symbol (U+00B0). This works for other accents produced by dead keys — AltGr and [, releasing only the [, then pressing it again makes '¨'.

AltGr can be used with alphabetical keys alone. For example, AltGr and m, a Greek lower-case letter mu is produced: 'µ'.

Resources
  • The Wikipedia entry for Unicode
  • The Wikipedia entry for UTF-8
  • Unicode.org
  • UTF-8.com
  • RFC 3629
  • RFC 2277