References notes and floats/Registers and index/Glossary

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Indexes and registers in ConTeXt  ·  Overview  ·  Tutorial  ·  How-to guides  ·  Reference  ·  Explanation  ·  Glossary

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Glossary of index and register terms

1. Glossary entries at a glance

Alphabetic group · Authority data · Canonical entry · Column balance · Complete register · Compression · Cross-reference · Displayed entry · Displayed form · Duplicate handling · Entry · Entry identity · Entry level · First-level entry · Formatting · Generated command · Group indicator · Hierarchical entry · Hierarchy · Index · Index entry · Indexing · Key · Locator · Main entry · Main reference · Merge · Multiple registers · Named register · Number of columns · Occurrence · Occurrence command · Page command · Page range · Page reference · Placement · Preferred term · Processor · Project environment · Range tag · Reference · Reference aggregation · Register · Register collection · Register heading · Register instance · Register layout · Second-level entry · See reference · See-also reference · Sorting · Sorting form · Sorting key · Structured register data · Subentry · Userdata · XML occurrence

2. Glossary

A

Alphabetic group

A subdivision of a register containing entries that begin with the same initial letter or belong to the same sorting group. It may be introduced by an alphabetic heading such as “A”, “B”, or “C”.

See also: group indicator, sorting.

Authority data

A controlled source of canonical names, titles, identifiers, and sorting forms. Authority data is especially useful when several textual variants must point to one stable register entry.

Example:

visible text: the dialogue on justice
authority entry: Plato
                 Republic

See also: canonical entry, structured register data, userdata.

C

Canonical entry

The stable form chosen to represent an entity in a register, independently of the wording used at a particular occurrence in the running text.

A canonical entry may be supplied directly:

\index[Plato+Republic]
      {Plato+\emph{Republic}}

or resolved from XML, Lua, or authority data.

See also: displayed form, occurrence, sorting form.

Column balance

The adjustment of register columns so that the final columns end at approximately the same vertical position.

Typical setup:

\setupregister
  [index]
  [n=2,
   balance=yes]

See also: number of columns, register layout.

Complete register

A register placed through its complete-placement command, which also creates the associated structural heading.

For the predefined index:

\completeindex

For a named register such as persons, the corresponding command is normally:

\completepersons

This differs from \placeregister, which places the register contents without requiring ConTeXt to generate the surrounding heading.

See also: placement, register heading.

Compression

The reduction of consecutive collected page references into a compact form.

For example, 12, 13, 14, 15 may be rendered as 12--15, depending on the register setup.

Compression operates on several collected page references. It should not be confused with an explicit page range created with \startregister and \stopregister.

See also: reference aggregation, page range.

Cross-reference

A register entry that directs the reader to another entry rather than primarily to a page number.

Typical editorial forms include See ... and See also ....

Cross-references are used to connect synonyms, variant forms, related concepts, or preferred headings.

See also: preferred term, subentry.

↑ Back to glossary entries

D

Displayed entry

The text printed in the final register.

Example:

\index[Plato+Republic]
      {Plato+\emph{Republic}}

Here, Plato+\emph{Republic} provides the displayed hierarchy.

See also: sorting key, sorting form.

Displayed form

The reader-facing form of an entry. It may contain capitalization, punctuation, font changes, abbreviations, or other typographical markup.

The displayed form should be kept conceptually separate from the sorting form.

See also: canonical entry, sorting form.

Duplicate handling

The process by which several equivalent occurrences are grouped under one printed register entry.

For example, three occurrences of:

\index{justice}

may produce:

justice  12, 27, 41

Duplicate handling depends on register identity, hierarchy, and key data. Arbitrary userdata does not automatically make two entries distinct.

See also: entry identity, occurrence, reference aggregation.

E

Entry

The conceptual item represented in a register.

An entry is not the same as an occurrence: one entry may be recorded at many locations.

See also: occurrence, displayed entry, sorting key.

Entry identity

The combination of data that determines whether two occurrences belong to the same printed register entry.

Entry identity normally depends on:

  • the register instance;
  • the hierarchy;
  • the sorting keys;
  • the structural entry data.

When two entities must remain distinct, that distinction should be encoded in their keys or hierarchy rather than only in userdata.

See also: duplicate handling, key, register instance.

Entry level

One position in a hierarchical register entry.

For example:

Plato
    Republic

contains:

  • level 1: Plato;
  • level 2: Republic.

In structured syntax, levels may be represented as:

entries:1
keys:1
entries:2
keys:2

See also: hierarchy, subentry.

↑ Back to glossary entries

F

First-level entry

The highest visible level of a hierarchical register entry.

Example:

Plato
    Republic

Here, Plato is the first-level entry.

See also: second-level entry, subentry.

Formatting

The visual treatment applied to register entries, headings, group indicators, page references, processors, spacing, columns, and other typographical elements.

Formatting should not be confused with sorting or entry identity.

See also: processor, register layout, sorting.

G

Generated command

A command automatically created when a named register is defined.

For example:

\defineregister[persons]

generates an occurrence command such as:

\persons{Plato}

and normally a complete-placement command such as:

\completepersons

See also: register instance, occurrence command.

Group indicator

A heading or marker that introduces an alphabetic or logical group within a register.

Example:

A
Aristotle ...

P
Plato ...

See also: alphabetic group, register layout.

H

Hierarchical entry

An entry divided into two or more levels.

Ordinary syntax uses a plus sign:

\index[Plato+Republic]
      {Plato+\emph{Republic}}

Structured syntax uses numbered fields:

entries:1={Plato},
keys:1={Plato},
entries:2={\emph{Republic}},
keys:2={Republic}

See also: entry level, subentry.

Hierarchy

The ordered relation between a main entry and one or more subordinate entries.

Hierarchy contributes to both the intellectual organisation and the identity of register entries.

See also: first-level entry, second-level entry.

I

Index

A register designed to help readers locate names, concepts, works, places, or other subjects in a document.

ConTeXt provides the register instance index by default:

\index{justice}

It can be placed with:

\placeregister[index]

or:

\completeindex

See also: register, register instance.

Index entry

An entry belonging to the predefined index register.

The term may refer either to the conceptual indexed item or, less precisely, to one occurrence command in the source.

See also: entry, occurrence.

Indexing

The editorial and technical process of selecting items, assigning canonical entries and sorting keys, recording occurrences, and producing the final index.

Indexing includes intellectual decisions as well as command syntax and layout.

See also: authority data, canonical entry, sorting.

K

Key

A normalized value primarily used to sort and group a register entry.

In:

\index[justice]{Justice}

justice is the key and Justice is the displayed entry.

In hierarchical or structured registers, several keys may contribute to the identity and position of an entry.

See also: sorting key, entry identity.

L

Locator

A reference attached to an index entry, usually a page number or page range.

Examples include 12, 12--15, and 12, 27, 41.

In this documentation, the term page reference is generally preferred when discussing ConTeXt's register mechanism.

See also: page reference, reference.

M

Main entry

The top-level entry under which subentries or page references are grouped.

Example:

Plato
    Laws
    Republic

Here, Plato is the main entry.

See also: first-level entry, subentry.

Main reference

A page reference marked as especially important, often by a processor that renders it in bold or another distinctive style.

Example:

\defineprocessor
  [main]
  [style=bold]

\index[main->justice]{justice}

See also: processor, page reference.

Merge

The grouping of equivalent occurrences under one printed entry.

See also: duplicate handling, reference aggregation.

Multiple registers

Two or more named register instances maintained independently in the same document.

Example:

\defineregister[persons]
\defineregister[works]

See also: register instance, named register.

N

Named register

A register instance explicitly defined by the user with \defineregister.

Example:

\defineregister[persons]

The name identifies the register collection, its occurrence command, its setup target, and its placement commands.

See also: register instance, multiple registers.

Number of columns

The number of columns used when a register is placed.

Example:

\setupregister
  [index]
  [n=2]

See also: column balance, register layout.

↑ Back to glossary entries

O

Occurrence

One location in the document at which an entry is recorded.

Example:

\index{justice}

Each occurrence contributes a page reference or range to the corresponding entry.

See also: entry, page reference.

Occurrence command

A command that records an occurrence in a register.

The predefined occurrence command is:

\index{entry}

A user-defined register creates a command with the same name as the register:

\defineregister[persons]

\persons{Plato}

See also: generated command, register instance.

P

Page command

A command applied while page references are rendered.

Example:

\setupregister
  [index]
  [pagecommand=\PageWithRole]

A page command may use occurrence userdata through:

\currentregisterpageuserdata{field}

See also: page reference, userdata.

Page range

A continuous span associated with one register entry.

Example:

\startregister
  [index]
  [guardianeducation]
  {education+guardians}

...

\stopregister
  [index]
  [guardianeducation]

The tag links the opening and closing commands.

See also: range tag, reference.

Page reference

The page number attached to an occurrence and printed beside the corresponding register entry.

Several references may be aggregated:

justice  12, 27, 41

See also: locator, reference aggregation.

Placement

The operation that renders a collected register at a chosen point in the document.

Example:

\placeregister[index]

Placement is separate from occurrence recording. It does not scan the document for terms.

See also: complete register, register collection.

Preferred term

The canonical heading chosen when several synonymous or variant forms exist.

Other forms may point to it through cross-references.

See also: canonical entry, cross-reference.

Processor

A processor assigns a named rendering transformation to register data.

Example:

\defineprocessor
  [main]
  [style=bold]

and:

\index[main->justice]{justice}

A processor does not replace the sorting key, the displayed entry, or the hierarchy. In the examples used in this documentation, processors are commonly attached to individual page references in order to distinguish main and secondary occurrences.

See also: main reference, sorting key.

Project environment

A shared ConTeXt file containing project-wide definitions and setup commands.

For registers, it commonly contains:

  • \defineregister;
  • \setupregister;
  • \defineprocessor;
  • shared occurrence macros;
  • typographical settings.

See also: Managing indexes in a project environment.

↑ Back to glossary entries

R

Range tag

A stable identifier connecting the beginning and end of one explicit page range.

Example: guardianeducation in:

\startregister[index][guardianeducation]{...}
...
\stopregister[index][guardianeducation]

See also: page range.

Reference

A document location associated with a register occurrence.

The most common references are page numbers and page ranges.

See also: locator, page reference, page range.

Reference aggregation

The collection of several references under one printed entry.

Example:

justice  12, 27, 41

See also: duplicate handling, merge.

Register

A named collection of structured occurrences that ConTeXt can sort, group, aggregate, and place.

An index is one kind of register. Other registers may contain persons, works, places, technical terms, or project-specific entities.

See also: index, register instance.

Register collection

The accumulated data belonging to one register instance before or during placement.

The collection includes entries, keys, hierarchy, references, processors, and optional userdata.

See also: placement, structured register data.

Register heading

The title introducing a placed register.

It may be supplied explicitly:

\subject{Index}
\placeregister[index]

or generated by a complete-placement command such as:

\completeindex

See also: complete register, placement.

Register instance

One named register collection with its own occurrence command, setup, and placement.

Example:

\defineregister[persons]

defines the instance persons.

See also: named register, generated command.

Register layout

The typographical arrangement of a placed register, including:

  • number of columns;
  • column balance;
  • indentation;
  • spacing;
  • group indicators;
  • headings;
  • entry styles;
  • page-reference styles.

See also: formatting, column balance.

S

Second-level entry

A subordinate entry placed under a first-level entry.

Example:

Plato
    Republic

Here, Republic is the second-level entry.

See also: first-level entry, subentry.

See reference

A cross-reference directing the reader from a non-preferred or variant term to a preferred entry.

Example:

State, see Political community

See also: cross-reference, preferred term.

See-also reference

A cross-reference directing the reader to a related entry while retaining the current one as valid.

Example:

Justice, see also Law

See also: cross-reference.

Sorting

The process of ordering register entries according to their sorting keys and the active language or collation rules.

Sorting is distinct from formatting.

See also: sorting form, sorting key.

Sorting form

The normalized textual form used for ordering an entry.

It may omit typographical markup, leading articles, punctuation, or other material that should not control order.

See also: displayed form, sorting key.

Sorting key

The value used to determine the alphabetical or logical position of an entry.

Example:

\index[Republic]{\emph{The Republic}}

Here, Republic is the sorting key.

See also: displayed entry, key.

Structured register data

Register information supplied as separate named fields rather than as one compact argument.

Example:

\setstructurepageregister
  [works]
  [entries:1={Plato},
   keys:1={Plato},
   entries:2={\emph{Republic}},
   keys:2={Republic}]
  [authorityid={work-plato-republic}]

Structured data is useful for macros, XML, Lua, databases, and authority files.

See also: authority data, userdata.

Subentry

An entry subordinate to a main or first-level entry.

Example:

Plato
    Laws
    Republic

Laws and Republic are subentries.

See also: hierarchical entry, main entry.

↑ Back to glossary entries

U

Userdata

Occurrence-specific metadata stored with structured register data.

Example:

\setstructurepageregister
  [index]
  [entries=justice,
   keys=justice]
  [role=m,
   source=chapter-one]

Userdata is not printed automatically. It may be retrieved during rendering with:

\currentregisterpageuserdata{role}

See also: page command, structured register data.

↑ Back to glossary entries

X

XML occurrence

A register occurrence generated from XML content or attributes.

The visible XML text and the canonical register entry may remain separate.

Example:

\startxmlsetups xml:term
  \setstructurepageregister
    [index]
    [entries={\xmlatt{#1}{entry}},
     keys={\xmlatt{#1}{key}}]
    [role={\xmlatt{#1}{role}}]
  \xmlflush{#1}
\stopxmlsetups

See also: authority data, canonical entry, structured register data.

3. Functional map

Need Concept Main command or interface
Record a simple occurrence Occurrence \index
Define a separate collection Register instance \defineregister
Control register appearance Register layout \setupregister
Place collected data Placement \placeregister
Place with a complete heading Complete register \completeindex or generated \complete...
Create a hierarchy Hierarchical entry + syntax or numbered structured fields
Separate order from appearance Sorting key / Displayed entry optional key plus braced displayed entry
Mark a reference role Processor \defineprocessor
Record a continuous span Page range \startregister / \stopregister
Insert decomposed data Structured register data \setstructurepageregister
Store auxiliary metadata Userdata third argument of \setstructurepageregister
Retrieve occurrence metadata Page command \currentregisterpageuserdata

4. Conceptual map

occurrence
    |
    +--> register instance
    +--> entry
    +--> sorting key
    +--> displayed form
    +--> hierarchy
    +--> processor
    +--> userdata
    +--> page reference
              |
              v
        register collection
              |
              +--> sorting
              +--> duplicate handling
              +--> reference aggregation
              |
              v
           placement
              |
              v
     final index or register

5. See also

Indexes and registers in ConTeXt  ·  Overview  ·  Tutorial  ·  How-to guides  ·  Reference  ·  Explanation  ·  Glossary