Letter case


Letter case is the distinction between the letters that are in larger upper case and smaller lower case in the written representation of certain languages. The writing systems that distinguish between the upper and lower case have two parallel sets of letters, with each letter in one set usually having an equivalent in the other set. The two case variants are alternative representations of the same letter: they have the same name and pronunciation and are treated identically when sorting in alphabetical order.
Letter case is generally applied in a mixed-case fashion, with both upper- and lower-case letters appearing in a given piece of text for legibility. The choice of case is often prescribed by the grammar of a language or by the conventions of a particular discipline. In orthography, the upper case is primarily reserved for special purposes, such as the first letter of a sentence or of a proper noun, which makes the lower case the more common variant in regular text.
In some contexts, it is conventional to use one case only. For example, engineering design drawings are typically labelled entirely in upper-case letters, which are easier to distinguish individually than the lower case when space restrictions require that the lettering be very small. In mathematics, on the other hand, letter case may indicate the relationship between objects, with upper-case letters often representing "superior" objects.

Terminology

The terms upper case and lower case may be written as two consecutive words, connected with a hyphen, or as a single word. These terms originated from the common layouts of the shallow drawers called type cases used to hold the movable type for letterpress printing. Traditionally, the capital letters were stored in a separate shallow tray or "case" that was located above the case that held the small letters.
Majuscule, for palaeographers, is technically any script in which the letters have very few or very short ascenders and descenders, or none at all. By virtue of their visual impact, this made the term majuscule an apt descriptor for what much later came to be more commonly referred to as uppercase letters.
Minuscule refers to lower-case letters. The word is often spelled miniscule, by association with the unrelated word miniature and the prefix mini-. This has traditionally been regarded as a spelling mistake, but is now so common that some dictionaries tend to accept it as a nonstandard or variant spelling. Miniscule is still less likely, however, to be used in reference to lower-case letters.

Typographical considerations

The glyphs of lower-case letters can resemble smaller forms of the upper-case glyphs restricted to the base band or can look hardly related. Here is a comparison of the upper and lower case variants of each letter included in the English alphabet :
Typographically, the basic difference between the majuscules and minuscules is not that the majuscules are big and minuscules small, but that the majuscules generally have the same height.
There is more variation in the height of the minuscules, as some of them have parts higher or lower than the typical size. Normally, b, d, f, h, k, l, t are the letters with ascenders, and g, j, p, q, y are the ones with descenders. In addition, with old-style numerals still used by some traditional or classical fonts, 6 and 8 make up the ascender set, and 3, 4, 5, 7 and 9 the descender set.

Bicameral script

Writing systems using two separate cases are bicameral scripts. Languages that use the Latin, Cyrillic, Greek, Coptic, Armenian, Adlam, Warang Citi, Cherokee, and Osage scripts use letter cases in their written form as an aid to clarity and legibility. Another bicameral script, which is not used for any modern languages, is Deseret. The Georgian alphabet has several variants, and there were attempts to use them as different cases, but the modern written Georgian language does not distinguish case.
Many other writing systems make no distinction between majuscules and minuscules a system called unicameral script or unicase. This includes most syllabic and other non-alphabetic scripts.
In scripts with a case distinction, lower case is generally used for the majority of text; capitals are used for capitalisation and emphasis when bold is not available. Acronyms are often written in all-caps, depending on various factors.

Capitalisation

Capitalisation is the writing of a word with its first letter in uppercase and the remaining letters in lowercase. Capitalisation rules vary by language and are often quite complex, but in most modern languages that have capitalisation, the first word of every sentence is capitalised, as are all proper nouns.
Capitalisation in English, in terms of the general orthographic rules independent of context, is universally standardised for formal writing. Capital letters are used as the first letter of a sentence, a proper noun, or a proper adjective. The names of the days of the week and the names of the months are also capitalised, as are the first-person pronoun "I" and the interjection "O". There are a few pairs of words of different meanings whose only difference is capitalisation of the first letter. Honorifics and personal titles showing rank or prestige are capitalised when used together with the name of the person or as a direct address, but normally not when used alone and in a more general sense. It can also be seen as customary to capitalise any word in some contexts even a pronoun referring to the deity of a monotheistic religion.
Other words normally start with a lower-case letter. There are, however, situations where further capitalisation may be used to give added emphasis, for example in headings and publication titles. In some traditional forms of poetry, capitalisation has conventionally been used as a marker to indicate the beginning of a line of verse independent of any grammatical feature.
Other languages vary in their use of capitals. For example, in German all nouns are capitalised, while in Romance and most other European languages the names of the days of the week, the names of the months, and adjectives of nationality, religion, and so on normally begin with a lower-case letter. On the other hand, in some languages it is customary to capitalise formal polite pronouns, for example De, Dem, Sie, Ihnen, and Vd or Ud.
Informal communication, such as texting, instant messaging or a handwritten sticky note, may not bother to follow the conventions concerning capitalisation, but that is because its users usually do not expect it to be formal.

Exceptional letters and digraphs

Similar orthographic and graphostylistic conventions are used for emphasis or following language-specific or other rules, including:

Case styles

In English, a variety of case styles are used in various circumstances:
; Sentence case
; Title case
; All caps
; Small caps
; All lowercase
's signature as seen on the inner side of the original Macintosh, using lower case cursive

Headings and publication titles

In English-language publications, various conventions are used for the capitalisation of words in publication titles and headlines, including chapter and section headings. The rules differ substantially between individual house styles.
The convention followed by many British publishers and also U.S. newspapers, is sentence-style capitalisation in headlines, i.e. capitalisation follows the same rules that apply for sentences. This convention is usually called sentence case. It may also be applied to publication titles, especially in bibliographic references and library catalogues. An example of a global publisher whose English-language house style prescribes sentence-case titles and headings is the International Organization for Standardization.
For publication titles it is, however, a common typographic practice among both British and U.S. publishers to capitalise significant words. This family of typographic conventions is usually called title case. For example, R. M. Ritter's Oxford Manual of Style suggests capitalising "the first word and all nouns, pronouns, adjectives, verbs and adverbs, but generally not articles, conjunctions and short prepositions". This is an old form of emphasis, similar to the more modern practice of using a larger or boldface font for titles. The rules which prescribe which words to capitalise are not based on any grammatically inherent correct-incorrect distinction and are not universally standardised; they differ between style guides, although most style guides tend to follow a few strong conventions, as follows:
Title case is widely used in many English-language publications, especially in the United States. However, its conventions are sometimes not followed strictly especially in informal writing.
In creative typography, such as music record covers and other artistic material, all styles are commonly encountered, including all-lowercase letters and special case styles, such as studly caps. For example, in the wordmarks of video games it is not uncommon to use stylised upper-case letters at the beginning and end of a title, with the intermediate letters in small caps or lower case.

Multi-word proper nouns

Single-word proper nouns are capitalised in formal written English, unless the name is intentionally stylised to break this rule.
Multi-word proper nouns include names of organisations, publications, and people. Often the rules for "title case" are applied to these names, so that non-initial articles, conjunctions, and short prepositions are lowercase, and all other words are uppercase. For example, the short preposition "of" and the article "the" are lowercase in "Steering Committee of the Finance Department". Usually only capitalised words are used to form an acronym variant of the name, though there is some variation in this.
With personal names, this practice can vary, but is not limited to English names. Examples include the English names Tamar of Georgia and Catherine the Great, "van" and "der" in Dutch names, "von" and "zu" in German, "de", "los", and "y" in Spanish names, "de" or "d'" in French names, and "ibn" in Arabic names.
Some surname prefixes also affect the capitalisation of the following internal letter or word, for example "Mac" in Celtic names and "Al" in Arabic names.

Special case styles

Some case styles are not used in standard English, but are common in computer programming, product branding, or other specialised fields:
; Camel case :"theQuickBrownFoxJumpsOverTheLazyDog" or "TheQuickBrownFoxJumpsOverTheLazyDog"
Spaces and punctuation are removed and the first letter of each word is capitalised. If this includes the first letter of the first word, the case is sometimes called upper camel case, Pascal case, or bumpy case. When the first letter of the first word is lowercase, the case is usually known as lower camel case or dromedary case. This format has become popular in the branding of information technology products and services.
; Snake case :"the_quick_brown_fox_jumps_over_the_lazy_dog"
Punctuation is removed and spaces are replaced by single underscores. Normally the letters share the same case but the case can be mixed, as in OCaml modules. The style may also be called pothole case, especially in Python programming, in which this convention is often used for naming variables. Illustratively, it may be rendered snake_case, pothole_case, etc. When all-upper-case, it may be referred to as screaming snake case.
; Kebab case :"the-quick-brown-fox-jumps-over-the-lazy-dog"
Similar to snake case, above, except hyphens rather than underscores are used to replace spaces. It is also known as spinal case, param case, Lisp case, and dash case. If every word is capitalised, the style is known as train case.
; Studly caps : e.g. "tHeqUicKBrOWnFoXJUmpsoVeRThElAzydOG"
Mixed case with no semantic or syntactic significance to the use of the capitals. Sometimes only vowels are upper case, at other times upper and lower case are alternated, but often it is simply random. The name comes from the sarcastic or ironic implication that it was used in an attempt by the writer to convey their own coolness. It is also used to mock the violation of standard English case conventions by marketers in the naming of computer software packages, even when there is no technical requirement to do soe.g., Sun Microsystems' naming of a windowing system NeWS. Illustrative naming of the style is, naturally, random: stUdlY cAps, StUdLy CaPs, etc.

Unit symbols in the metric system

In the International System of Units, a letter usually has different meanings in upper and lower case when used as a unit symbol. Generally, unit symbols are written in lower case, but if the name of the unit is derived from a proper noun, the first letter of the symbol is capitalised :
For the purpose of clarity, the symbol for litre can optionally be written in upper case even though the name is not derived from a proper noun:
The letter case of a prefix symbol is determined independently of the unit symbol to which it is attached. Lower case is used for all submultiple prefix symbols and the small multiple prefix symbols up to "k", whereas upper case is used for larger multipliers:
In the character sets developed for computing, each upper- and lower-case letter is encoded as a separate character. In order to enable case folding and case conversion, the software needs to link together the two characters representing the case variants of a letter.
Case-insensitive operations can be said to fold case, from the idea of folding the character code table so that upper- and lower-case letters coincide. The conversion of letter case in a string is common practice in computer applications, for instance to make case-insensitive comparisons. Many high-level programming languages provide simple methods for case conversion, at least for the ASCII character set.
Whether or not the case variants are treated as equivalent to each other varies depending on the computer system and context. For example, user passwords are generally case sensitive in order to allow more diversity and make them more difficult to break. On the other hand, when performing a keyword search, differentiating between the upper and lower case might narrow down the search result too much.

Unicode case folding and script identification

defines case folding through the three case-mapping properties of each character: upper case, lower case, and title case. These properties relate all characters in scripts with differing cases to the other case variants of the character.
As briefly discussed in Unicode Technical Note #26, "In terms of implementation issues, any attempt at a unification of Latin, Greek, and Cyrillic would wreak havoc make casing operations an unholy mess, in effect making all casing operations context sensitive ". In other words, while the shapes of letters like A, B, E, H, K, M, O, P, T, X, Y and so on are shared between the Latin, Greek, and Cyrillic alphabets, it would still be problematic for a multilingual character set or a font to provide only a single code point for, say, uppercase letter B, as this would make it quite difficult for a wordprocessor to change that single uppercase letter to one of the three different choices for the lower-case letter, the Latin b, Greek β or Cyrillic в. Therefore, the corresponding Latin, Greek and Cyrillic upper-case letters are also encoded as separate characters, despite their appearance being basically identical. Without letter case, a "unified European alphabet"such as ABБCГDΔΕЄЗFΦGHIИJ...Z, with an appropriate subset for each languageis feasible; but considering letter case, it becomes very clear that these alphabets are rather distinct sets of symbols.

Methods in word processing

Most modern word processors provide automated case conversion with a simple click or keystroke. For example, in Microsoft Office Word, there is a dialog box for toggling the selected text through UPPERCASE, then lowercase, then Title Case. The keystroke does the same thing.

Methods in programming

In some forms of BASIC there are two methods for case conversion:

UpperA$ = UCASE$
LowerA$ = LCASE$

C and C++, as well as any C-like language that conforms to its standard library, provide these functions in the file ctype.h:

char upperA = toupper;
char lowerA = tolower;

Case conversion is different with different character sets. In ASCII or EBCDIC, case can be converted in the following way, in C:

#define toupper ? – 'a' + 'A' : )
#define tolower ? – 'A' + 'a' : )

This only works because the letters of upper and lower cases are spaced out equally. In ASCII they are consecutive, whereas with EBCDIC they are not; nonetheless the upper-case letters are arranged in the same pattern and with the same gaps as are the lower-case letters, so the technique still works.
Some computer programming languages offer facilities for converting text to a form in which all words are capitalised. Visual Basic calls this "proper case"; Python calls it "title case". This differs from usual title casing conventions, such as the English convention in which minor words are not capitalised.

History

Originally alphabets were written entirely in majuscule letters, spaced between well-defined upper and lower bounds. When written quickly with a pen, these tended to turn into rounder and much simpler forms. It is from these that the first minuscule hands developed, the half-uncials and cursive minuscule, which no longer stayed bound between a pair of lines. These in turn formed the foundations for the Carolingian minuscule script, developed by Alcuin for use in the court of Charlemagne, which quickly spread across Europe. The advantage of the minuscule over majuscule was improved, faster readability.
In Latin, papyri from Herculaneum dating before 79 CE have been found that have been written in old Roman cursive, where the early forms of minuscule letters "d", "h" and "r", for example, can already be recognised. According to papyrologist Knut Kleve, "The theory, then, that the lower-case letters have been developed from the fifth century uncials and the ninth century Carolingian minuscules seems to be wrong." Both majuscule and minuscule letters existed, but the difference between the two variants was initially stylistic rather than orthographic and the writing system was still basically unicameral: a given handwritten document could use either one style or the other but these were not mixed. European languages, except for Ancient Greek and Latin, did not make the case distinction before about 1300.
The timeline of writing in Western Europe can be divided into four eras:
Traditionally, certain letters were rendered differently according to a set of rules. In particular, those letters that began sentences or nouns were made larger and often written in a distinct script. There was no fixed capitalisation system until the early 18th century. The English language eventually dropped the rule for nouns, while the German language keeps it.
Similar developments have taken place in other alphabets. The lower-case script for the Greek alphabet has its origins in the 7th century and acquired its quadrilinear form in the 8th century. Over time, uncial letter forms were increasingly mixed into the script. The earliest dated Greek lower-case text is the Uspenski Gospels in the year 835. The modern practice of capitalising the first letter of every sentence seems to be imported.
wynn is used as a w, ʻféʼ as an abbreviation for cattle/goods and maðr.
The letters y and z were very rarely used, in particular þ was written identically to y so y was dotted to avoid confusion, the dot was adopted for i only after late-caroline, in beneventan script the macron abbreviation featured a dot above.
Lost variants such as r rotunda, ligatures and scribal abbreviation marks are omitted; long s is shown when no terminal s is preserved from a given script.
Humanist script was the basis for Venetian types which changed little until today, such as Times New Roman.

Type cases

The individual type blocks used in hand typesetting are stored in shallow wooden or metal drawers known as "type cases". Each is subdivided into a number of compartments for the storage of different individual letters.
The Oxford Universal Dictionary on Historical Advanced Proportional Principles indicates that case in this sense was first used in English in 1588. Originally one large case was used for each typeface, then "divided cases", pairs of cases for majuscules and minuscules, were introduced in the region of today's Belgium by 1563, England by 1588, and France before 1723.
The terms upper and lower case originate from this division. By convention, when the two cases were taken out of the storage rack and placed on a rack on the compositor's desk, the case containing the capitals and small capitals stood at a steeper angle at the back of the desk, with the case for the small letters, punctuation, and spaces being more easily reached at a shallower angle below it to the front of the desk, hence upper and lower case.
Though pairs of cases were used in English-speaking countries and many European countries in the seventeenth century, in Germany and Scandinavia the single case continued in use.
Various patterns of cases are available, often with the compartments for lower-case letters varying in size according to the frequency of use of letters, so that the commonest letters are grouped together in larger boxes at the centre of the case. The compositor takes the letter blocks from the compartments and places them in a composing stick, working from left to right and placing the letters upside down with the nick to the top, then sets the assembled type in a galley.