Hypertext Marks In LaTeX: A Manual For Hyperref

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Hypertext marks in LATEX: a manual for hyperref
Sebastian Rahtz

Heiko Oberdiek

September 2018

Contents
1 Introduction

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2 Implicit behavior

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3 Package options
3.1 General options . . . . . . . . . . . .
3.2 Options for destination names . . . .
3.3 Configuration options . . . . . . . .
3.4 Backend drivers . . . . . . . . . . . .
3.5 Extension options . . . . . . . . . . .
3.6 PDF-specific display options . . . . .
3.7 PDF display and information options
3.8 Option pdfinfo . . . . . . . . . . . .
3.9 Big alphabetical list . . . . . . . . .

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4 Additional user macros
4.1 Bookmark macros . . . . .
4.1.1 Setting bookmarks .
4.1.2 Replacement macros
4.2 Utility macros . . . . . . . .

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5 New Features
5.1 Option ‘pdflinkmargin’ . . . . . . . . . . . . . .
5.2 Field option ‘calculatesortkey’ . . . . . . . . . .
5.3 Option ‘localanchorname’ . . . . . . . . . . . .
5.4 Option ‘customdriver’ . . . . . . . . . . . . . .
5.5 Option ‘psdextra’ . . . . . . . . . . . . . . . . .
5.6 \XeTeXLinkBox . . . . . . . . . . . . . . . . .
5.7 \IfHyperBooleanExists and \IfHyperBoolean .
5.8 \unichar . . . . . . . . . . . . . . . . . . . . . .
5.9 \ifpdfstringunicode . . . . . . . . . . . . . . . .
5.10 Customizing index style file with \nohyperpage
5.11 Experimental option ‘ocgcolorlinks’ . . . . . . .
5.12 Option ‘pdfa’ . . . . . . . . . . . . . . . . . . .
5.13 Option ‘linktoc’ added . . . . . . . . . . . . . .
5.14 Option ‘pdfnewwindow’ changed . . . . . . . .
5.15 Flag options for PDF forms . . . . . . . . . . .
5.16 Option ‘pdfversion’ . . . . . . . . . . . . . . . .
5.17 Field option ‘name’ . . . . . . . . . . . . . . . .
1

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CONTENTS
5.18
5.19
5.20
5.21
5.22
5.23
5.24
5.25
5.26
5.27

Option ‘pdfencoding’ . . . . . .
Color options/package hycolor
Option pdfusetitle . . . . . . .
Starred form of \autoref . . . .
Link border style . . . . . . . .
Option ”bookmarksdepth” . . .
Option ”pdfescapeform” . . . .
Default driver setting . . . . . .
Backref entries . . . . . . . . .
\phantomsection . . . . . . . .

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6 Acrobat-specific behavior

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7 PDF and HTML forms
7.1 Forms environment parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.2 Forms optional parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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8 Defining a new driver

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9 Special support for other packages
9.1 Package Compatibility . . . . . . .
9.1.1 algorithm . . . . . . . . . .
9.1.2 amsmath . . . . . . . . . .
9.1.3 amsrefs . . . . . . . . . . .
9.1.4 arydshln, longtable . . . . .
9.1.5 babel/magyar.ldf . . . . . .
9.1.6 babel/spanish.ldf . . . . . .
9.1.7 bibentry . . . . . . . . . . .
9.1.8 bigfoot . . . . . . . . . . . .
9.1.9 chappg . . . . . . . . . . . .
9.1.10 cite . . . . . . . . . . . . . .
9.1.11 count1to . . . . . . . . . . .
9.1.12 dblaccnt . . . . . . . . . . .
9.1.13 easyeqn . . . . . . . . . . .
9.1.14 ellipsis . . . . . . . . . . . .
9.1.15 float . . . . . . . . . . . . .
9.1.16 endnotes . . . . . . . . . . .
9.1.17 foiltex . . . . . . . . . . . .
9.1.18 footnote . . . . . . . . . . .
9.1.19 geometry . . . . . . . . . .
9.1.20 IEEEtran.cls . . . . . . . .
9.1.21 index . . . . . . . . . . . .
9.1.22 lastpage . . . . . . . . . . .
9.1.23 linguex . . . . . . . . . . .
9.1.24 ltabptch . . . . . . . . . . .
9.1.25 mathenv . . . . . . . . . . .
9.1.26 minitoc-hyper . . . . . . . .
9.1.27 multind . . . . . . . . . . .
9.1.28 natbib . . . . . . . . . . . .
9.1.29 nomencl . . . . . . . . . . .
9.1.30 parskip . . . . . . . . . . .
9.1.31 prettyref . . . . . . . . . . .

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1

INTRODUCTION
9.1.32
9.1.33
9.1.34
9.1.35
9.1.36
9.1.37
9.1.38
9.1.39
9.1.40
9.1.41
9.1.42
9.1.43

ntheorem . .
setspace . . .
sidecap . . .
subfigure . .
titleref . . . .
tabularx . . .
titlesec . . . .
ucs/utf8x.def
varioref . . .
verse . . . . .
vietnam . . .
XeTeX . . . .

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43
43
43
43
44
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44
44
44
45
46
46

10 Limitiations
10.1 Wrapped/broken link support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.2 Links across pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.3 Footnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

46
46
47
47

11 Hints
11.1 Spaces in option values . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11.2 Index with makeindex . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11.3 Warning ”bookmark level for unknown  defaults to 0” . . . . . .
11.4 Link anchors in figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11.5 Additional unicode characters in bookmarks and pdf information entries: .
11.6 Footnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11.7 Subordinate counters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

47
47
48
48
48
49
49
50

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12 History and acknowledgments

51

13 GNU Free Documentation License

52

1

Introduction

The package derives from, and builds on, the work of the HyperTEX project, described at http://
xxx.lanl.gov/hypertex/. It extends the functionality of all the LATEX cross-referencing commands
(including the table of contents, bibliographies etc) to produce \special commands which a driver
can turn into hypertext links; it also provides new commands to allow the user to write ad hoc
hypertext links, including those to external documents and URLs.
This manual provides a brief overview of the hyperref package. For more details, you should read
the additional documentation distributed with the package, as well as the complete documentation
by processing hyperref.dtx. You should also read the chapter on hyperref in The LATEX Web
Companion, where you will find additional examples.
The HyperTEX specification1 says that conformant viewers/translators must recognize the
following set of \special constructs:
href: html:
name: html:
end: html:
image: html:
1 This

is borrowed from an article by Arthur Smith.

1

INTRODUCTION

4

base_name: html:
The href, name and end commands are used to do the basic hypertext operations of establishing
links between sections of documents. The image command is intended (as with current HTML
viewers) to place an image of arbitrary graphical format on the page in the current location. The
base_name command is be used to communicate to the DVI viewer the full (URL) location of the
current document so that files specified by relative URLs may be retrieved correctly.
The href and name commands must be paired with an end command later in the TEX file—the
TEX commands between the two ends of a pair form an anchor in the document. In the case of
an href command, the anchor is to be highlighted in the DVI viewer, and when clicked on will
cause the scene to shift to the destination specified by href_string. The anchor associated with a
name command represents a possible location to which other hypertext links may refer, either as
local references (of the form href="#name_string" with the name_string identical to the one in
the name command) or as part of a URL (of the form URL#name_string). Here href_string is
a valid URL or local identifier, while name_string could be any string at all: the only caveat is
that ‘"’ characters should be escaped with a backslash (\), and if it looks like a URL name it may
cause problems.
However, the drivers intended to produce only PDF use literal PostScript or PDF \special
commands. The commands are defined in configuration files for different drivers, selected by
package options; at present, the following drivers are supported:
hypertex DVI processors conforming to the HyperTEX guidelines (i.e. xdvi, dvips (with the -z
option), OzTEX, and Textures)
dvips produces \special commands tailored for dvips
dvipsone produces \special commands tailored for dvipsone
ps2pdf a special case of output suitable for processing by earlier versions of Ghostscript’s PDF
writer; this is basically the same as that for dvips, but a few variations remained before
version 5.21
tex4ht produces \special commands for use with TEX4ht
pdftex pdfTEX, Hàn Thế Thành’s TEX variant that writes PDF directly
luatex luaTEX, Unicode TEX variant that writes PDF directly
dvipdfm produces \special commands for Mark Wicks’ DVI to PDF driver dvipdfm
dvipdfmx produces \special commands for driver dvipdfmx, a successor of dvipdfm
dviwindo produces \special commands that Y&Y’s Windows previewer interprets as hypertext
jumps within the previewer
vtex produces \special commands that MicroPress’ HTML and PDF-producing TEX variants
interpret as hypertext jumps within the previewer
textures produces \special commands that Textures interprets as hypertext jumps within the
previewer
xetex produces \special commands for XeTEX
Output from dvips or dvipsone must be processed using Acrobat Distiller to obtain a PDF
file.2 The result is generally preferable to that produced by using the hypertex driver, and then
2 Make sure you turn off the partial font downloading supported by dvips and dvipsone in favor of Distiller’s own
system.

2

IMPLICIT BEHAVIOR

5

processing with dvips -z, but the DVI file is not portable. The main advantage of using the
HyperTEX \special commands is that you can also use the document in hypertext DVI viewers,
such as xdvi.
driverfallback If a driver is not given and cannot be autodetected, then use the driver option,
given as value to this option driverfallback. Example:
driverfallback=dvipdfm
Autodetected drivers (pdftex, xetex, vtex, vtexpdfmark) are recognized from within TEX and
therefore cannot be given as value to option driverfallback. However a DVI driver program
is run after the TEX run is finished. Thus it cannot be detected at TEX macro level. Then
package hyperref uses the driver, given by driverfallback. If the driver is already specified or
can be autodetected, then option driverfallback is ignored.

2

Implicit behavior

This package can be used with more or less any normal LATEX document by specifying in the
document preamble
\usepackage{hyperref}
Make sure it comes last of your loaded packages, to give it a fighting chance of not being
over-written, since its job is to redefine many LATEX commands. Hopefully you will find that
all cross-references work correctly as hypertext. For example, \section commands will produce
a bookmark and a link, whereas \section* commands will only show links when paired with a
corresponding \addcontentsline command.
In addition, the hyperindex option (see below) attempts to make items in the index by hyperlinked back to the text, and the option backref inserts extra ‘back’ links into the bibliography
for each entry. Other options control the appearance of links, and give extra control over PDF
output. For example, colorlinks, as its name well implies, colors the links instead of using boxes;
this is the option used in this document.

3

Package options

All user-configurable aspects of hyperref are set using a single ‘key=value’ scheme (using the
keyval package) with the key Hyp. The options can be set either in the optional argument to
the \usepackage command, or using the \hypersetup macro. When the package is loaded, a file
hyperref.cfg is read if it can be found, and this is a convenient place to set options on a site-wide
basis.
Note however that some options (for example unicode) can only be used as packge options,
and not in \hypersetup as the option settings are processed as the package is read.
As an example, the behavior of a particular file could be controlled by:
• a site-wide hyperref.cfg setting up the look of links, adding backreferencing, and setting a
PDF display default:
\hypersetup{backref,
pdfpagemode=FullScreen,
colorlinks=true}
• A global option in the file, which is passed down to hyperref:

3

PACKAGE OPTIONS

6

\documentclass[dvips]{article}
• File-specific options in the \usepackage commands, which override the ones set in hyperref.cfg:
\usepackage[colorlinks=false]{hyperref}
\hypersetup{pdftitle={A Perfect Day}}
As seen in the previous example, information entries (pdftitle, pdfauthor, …) should be set after
the package is loaded. Otherwise LATEX expands the values of these options prematurely. Also
LATEX strips spaces in options. Especially option ‘pdfborder’ requires some care. Curly braces
protect the value, if given as package option. They are not necessary in \hypersetup.
\usepackage[pdfborder={0 0 0}]{hyperref}
\hypersetup{pdfborder=0 0 0}
Package ‘kvoptions-patch’ patches LATEX to make it aware of key value options and to prevent
premature value expansions.
Some options can be given at any time, but many are restricted: before \begin{document},
only in \usepackage[...]{hyperref}, before first use, etc.
In the key descriptions that follow, many options do not need a value, as they default to the
value true if used. These are the ones classed as ‘boolean’. The values true and false can always
be specified, however.

3.1

General options

Firstly, the options to specify general behavior and page size.

3.2

draft
final
debug

boolean
boolean
boolean

false
true
false

verbose
implicit
setpagesize

boolean
boolean
boolean

false
true
true

all hypertext options are turned off
all hypertext options are turned on
extra diagnostic messages are printed in
the log file
same as debug
redefines LATEX internals
sets page size by special driver commands

Options for destination names

Destinations names (also anchor, target or link names) are internal names that identify a position on a page in the document. They are used in link targets for inner document links or the
bookmarks, for example.
Usually anchor are set, if \refstepcounter is called. Thus there is a counter name and value.
Both are used to construct the destination name. By default the counter value follows the counter
name separated by a dot. Example for the fourth chapter:
chapter.4
This scheme is used by:
\autoref displays the description label for the reference depending on the counter name.
\hyperpage is used by the index to get page links. Page anchor setting (pageanchor) must not
be turned off.

3

PACKAGE OPTIONS

7

It is very important that the destination names are unique, because two destinations must not
share the same name. The counter value \the is not always unique for the counter. For
example, table and figures can be numbered inside the chapter without having the chapter number
in their number. Therefore hyperref has introduced \theH that allows a unique counter
value without messing up with the appearance of the counter number. For example, the number
of the second table in the third chapter might be printed as 2, the result of \thetable. But the
destination name table.2.4 is unique because it has used \theHtable that gives 2.4 in this case.
Often the user do not need to set \theH. Defaults for standard cases (chapter,
…) are provided. And after hyperref is loaded, new counters with parent counters also define
\theH automatically, if \newcounter, \@addtoreset or \numberwithin of package amsmath are used.
Usually problems with duplicate destination names can be solved by an appropriate definition
of \theH. If option hypertexnames is disabled, then a unique artificial number is used
instead of the counter value. In case of page anchors the absolute page anchor is used. With option
plainpages the page anchors use the arabic form. In both latter cases \hyperpage for index links
is affected and might not work properly.
If an unnumbered entity gets an anchor (starred forms of chapters, sections, …) or \phantomsection is used, then the dummy counter name section* and an artificial unique number is
used.
If the final PDF file is going to be merged with another file, than the destination names
might clash, because both documents might contain chapter.1 or page.1. Also hyperref sets
anchor with name Doc-Start at the begin of the document. This can be resolved by redefining
\HyperDestNameFilter. Package hyperref calls this macro each time, it uses a destination name.
The macro must be expandable and expects the destination name as only argument. As example,
the macro is redefined to add a prefix to all destination names:
\renewcommand*{\HyperDestNameFilter}[1]{\jobname-#1}
In document docA the destination name chapter.2 becomes docA-chapter.2.
Destination names can also be used from the outside in URIs(, if the driver has not removed
or changed them), for example:
http://somewhere/path/file.pdf#nameddest=chapter.4
However using a number seems unhappy. If another chapter is added before, the number changes.
But it is very difficult to pass a new name for the destination to the anchor setting process that
is usually deep hidden in the internals. The first name of \label after the anchor setting seems a
good approximation:
\section{Introduction}
\label{intro}
Option destlabel checks for each \label, if there is a new destination name active and replaces
the destination name by the label name. Because the destination name is already in use because
of the anchor setting, the new name is recorded in the .aux file and used in the subsequent LATEX
run. The renaming is done by a redefinition of \HyperDestNameFilter. That leaves the old
destination names intact (e.g., they are needed for \autoref). This redefinition is also available as
\HyperDestLabelReplace, thus that an own redefinition can use it. The following example also
adds a prefix for all destination names:
\renewcommand*{\HyperDestNameFilter}[1]{%
\jobname-\HyperDestLabelReplace{#1}%
}

3

PACKAGE OPTIONS

8

The other case that only files prefixed that do not have a corresponding \label is more complicate,
because \HyperDestLabelReplace needs the unmodified destination name as argument. This
is solved by an expandable string test (\pdfstrcmp of pdfTEX or \strcmp of XƎTEX, package
pdftexcmds also supports LuaTEX):
\usepackage{pdftexcmds}
\makeatletter
\renewcommand*{\HyperDestNameFilter}[1]{%
\ifcase\pdf@strcmp{#1}{\HyperDestLabelReplace{#1}} %
\jobname-#1%
\else
\HyperDestLabelReplace{#1}%
\fi
}
\makeatother
With option destlabel destinations can also named manually, if the destination is not yet
renamed:
\HyperDestRename{hdestinationi}{hnewnamei}
Hint: Anchors can also be named and set by \hypertarget.
destlabel

boolean

false

hypertexnames
naturalnames
plainpages

boolean
boolean
boolean

true
false
false

3.3

destinations are named by first \label
after anchor creation
use guessable names for links
use LATEX-computed names for links
Forces page anchors to be named by the Arabic form
of the page number, rather than the formatted form.

Configuration options
raiselinks

boolean

true

breaklinks

boolean

false

pageanchor

boolean

true

nesting

boolean

false

In the hypertex driver, the height of links
is normally calculated by the driver as simply the base line of contained text; this options forces \special commands to reflect the
real height of the link (which could contain a
graphic)
Allows link text to break across lines; since
this cannot be accommodated in PDF, it is
only set true by default if the pdftex driver is
used. This makes links on multiple lines into
different PDF links to the same target.
Determines whether every page is given an implicit anchor at the top left corner. If this is
turned off, \printindex will not contain valid
hyperlinks.
Allows links to be nested; no drivers currently
support this.

Note for option breaklinks: The correct value is automatically set according to the driver
features. It can be overwritten for drivers that do not support broken links. However, at any case,

3

PACKAGE OPTIONS

9

the link area will be wrong and displaced.

3.4

Backend drivers

If no driver is specified, the package tries to find a driver in the following order:
1. Autodetection, some TEX processors can be detected at TEX macro level (pdfTEX, XeTEX,
VTEX).
2. Option driverfallback. If this option is set, its value is taken as driver option.
3. Macro \Hy@defaultdriver. The macro takes a driver file name (without file extension).
4. Package default is hypertex.
Many distributions are using a driver file hypertex.cfg that define \Hy@defaultdriver with hdvips.
This is recommended because driver dvips provides much more features than hypertex for PDF
generation.
driverfallback
dvipdfm
dvipdfmx
dvips
dvipsone
dviwindo
hypertex
latex2html
nativepdf
pdfmark
pdftex
ps2pdf
tex4ht
textures
vtex
vtexpdfmark
xetex

Its value is used as driver option
if the driver is not given or autodetected.
Sets up hyperref for use with the dvipdfm driver.
Sets up hyperref for use with the dvipdfmx driver.
Sets up hyperref for use with the dvips driver.
Sets up hyperref for use with the dvipsone driver.
Sets up hyperref for use with the dviwindo Windows previewer.
Sets up hyperref for use with the HyperTEX-compliant drivers.
Redefines a few macros for compatibility with latex2html.
An alias for dvips
An alias for dvips
Sets up hyperref for use with the pdftex program.
Redefines a few macros for compatibility with Ghostscript’s PDF writer, otherwise identical to dvips.
For use with TEX4ht
For use with Textures
For use with MicroPress’ VTeX; the PDF and HTML backends are detected
automatically.
For use with VTeX’s PostScript backend.
For use with XeTEX(using backend for dvipdfm).

If you use dviwindo, you may need to redefine the macro \wwwbrowser (the default is
C:\netscape\netscape) to tell dviwindo what program to launch. Thus, users of Internet Explorer
might add something like this to hyperref.cfg:
\renewcommand{\wwwbrowser}{C:\string\Program\space
Files\string\Plus!\string\Microsoft\space
Internet\string\iexplore.exe}

3.5

Extension options

extension

text

Set the file extension (e.g. dvi) which
will be appended to file links created
if you use the xr package.

3

PACKAGE OPTIONS

10

hyperfigures
backref

boolean
text

false

pagebackref

boolean

false

hyperindex

boolean

true

pageanchors and plainpages=false.
hyperfootnotes

boolean

true

encap
linktoc

text

section

linktocpage

boolean

false

breaklinks

boolean

false

colorlinks

boolean

false

linkcolor
anchorcolor
citecolor

color
color
color

red
black
green

filecolor

color

cyan

menucolor
runcolor

color
color

red
filecolor

urlcolor
allcolors

color
color

magenta

frenchlinks

boolean

false

Adds ‘backlink’ text to the end of
each item in the bibliography, as
a list of section numbers. This
can only work properly if there is
a blank line after each \bibitem.
Supported values are section, slide,
page, none, or false. If no value is
given, section is taken as default.
Adds ‘backlink’ text to the end of
each item in the bibliography, as a
list of page numbers.
Makes the page numbers of index
entries into hyperlinks. Relays on
unique page anchors (pageanchor,
…)
Makes the footnote marks into hyperlinks to the footnote text. Easily
broken …
Sets encap character for hyperindex
make text (section), page number
(page), both (all) or nothing (none)
be link on TOC, LOF and LOT
make page number, not text, be link
on TOC, LOF and LOT
allow links to break over lines by
making links over multiple lines into
PDF links to the same target
Colors the text of links and anchors.
The colors chosen depend on the the
type of link. At present the only
types of link distinguished are citations, page references, URLs, local
file references, and other links. Unlike colored boxes, the colored text
remains when printing.
Color for normal internal links.
Color for anchor text.
Color for bibliographical citations in
text.
Color for URLs which open local
files.
Color for Acrobat menu items.
Color for run links (launch annotations).
Color for linked URLs.
Set all color options (without border
and field options).
Use small caps instead of color for
links.

3

PACKAGE OPTIONS

11
Hide links (removing color and border).

hidelinks

Note that all color names must be defined before use, following the normal system of the standard
LATEX color package.

3.6

PDF-specific display options

bookmarks

boolean

true

bookmarksopen

boolean

false

bookmarksopenlevel
bookmarksnumbered

parameter
boolean

false

bookmarkstype
CJKbookmarks

text
boolean

toc
false

pdfhighlight

name

/I

citebordercolor
filebordercolor
linkbordercolor
menubordercolor
urlbordercolor
runbordercolor
allbordercolors

RGB
RGB
RGB
RGB
RGB
RGB

color
color
color
color
color
color

0
0
1
1
0
0

10
.5 .5
00
00
11
.7 .7

A set of Acrobat bookmarks are written, in a
manner similar to the table of contents, requiring
two passes of LATEX. Some postprocessing of the
bookmark file (file extension .out) may be needed
to translate LATEX codes, since bookmarks must
be written in PDFEncoding. To aid this process,
the .out file is not rewritten by LATEX if it is edited
to contain a line \let\WriteBookmarks\relax
If Acrobat bookmarks are requested, show them
with all the subtrees expanded.
level (\maxdimen) to which bookmarks are open
If Acrobat bookmarks are requested, include section numbers.
to specify which ‘toc’ file to mimic
This option should be used to produce CJK bookmarks. Package hyperref supports both normal
and preprocessed mode of the CJK package; during the creation of bookmarks, it simply replaces
CJK’s macros with special versions which expand
to the corresponding character codes. Note that
without the ‘unicode’ option of hyperref you get
PDF files which actually violate the PDF specification because non-Unicode character codes are
used – some PDF readers localized for CJK languages (most notably Acroread itself) support
this. Also note that option ‘CJKbookmarks’ cannot be used together with option ‘unicode’.
No mechanism is provided to translate nonUnicode bookmarks to Unicode; for portable
PDF documents only Unicode encoding should
be used.
How link buttons behave when selected; /I is for
inverse (the default); the other possibilities are
/N (no effect), /O (outline), and /P (inset highlighting).
The color of the box around citations
The color of the box around links to files
The color of the box around normal links
The color of the box around Acrobat menu links
The color of the box around links to URLs
Color of border around ‘run’ links
Set all border color options

3

PACKAGE OPTIONS

12
001

pdfborder

The style of box around links; defaults to a box
with lines of 1pt thickness, but the colorlinks option resets it to produce no border.

Note that the color of link borders can be specified only as 3 numbers in the range 0..1, giving
an RGB color. You cannot use colors defined in TEX. Since version 6.76a this is no longer true.
Especially with the help of package xcolor the usual color specifications of package (x)color can be
used. For further information see description of package hycolor.
The bookmark commands are stored in a file called jobname.out. The files is not processed
by LATEX so any markup is passed through. You can postprocess this file as needed; as an aid for
this, the .out file is not overwritten on the next TEX run if it is edited to contain the line
\let\WriteBookmarks\relax

3.7

PDF display and information options

baseurl
pdfpagemode

URL
text

pdftitle
pdfauthor
pdfsubject
pdfcreator
addtopdfproducer

text
text
text
text
text

pdfkeywords
pdftrapped

text
text

pdfinfo

empty

pdfview
pdfstartpage

key value
list
text
text

pdfstartview
pdfremotestartview
pdfpagescrop

text
text
nnnn

Fit
Fit

pdfcenterwindow

boolean

false

pdfdirection
pdfdisplaydoctitle

text
boolean

empty
false

pdfduplex
pdffitwindow
pdflang

text
boolean
text

empty
false
relax

empty

empty

XYZ
1

Sets the base URL of the PDF document
Determines how the file is opening in Acrobat;
the possibilities are UseNone, UseThumbs
(show thumbnails), UseOutlines (show bookmarks), FullScreen, UseOC (PDF 1.5), and
UseAttachments (PDF 1.6). If no mode if
explicitly chosen, but the bookmarks option
is set, UseOutlines is used.
Sets the document information Title field
Sets the document information Author field
Sets the document information Subject field
Sets the document information Creator field
Adds additional text to the document information Producer field
Sets the document information Keywords field
Sets the document information Trapped entry.
Possible values are True, False and Unknown.
An empty value means, the entry is not set.
Alternative interface for setting the document
information.
Sets the default PDF ‘view’ for each link
Determines on which page the PDF file is
opened.
Set the startup page view
Set the startup page view of remote PDF files
Sets the default PDF crop box for pages. This
should be a set of four numbers
position the document window in the center
of the screen
direction setting
display document title instead of file name in
title bar
paper handling option for print dialog
resize document window to fit document size
PDF language identifier (RFC 3066)

3

PACKAGE OPTIONS

13

pdfmenubar
pdfnewwindow

boolean
boolean

true
false

pdfnonfullscreenpagemode
pdfnumcopies
pdfpagelayout
pdfpagelabels
pdfpagetransition
pdfpicktraybypdfsize
pdfprintarea
pdfprintclip
pdfprintpagerange

empty
empty
empty
true
empty
empty
empty
empty
empty

pdfprintscaling

boolean
integer
text
boolean
text
text
text
text
n n (n
n)*
text

pdftoolbar
pdfviewarea
pdfviewclip
pdfwindowui
unicode

boolean
text
text
boolean
boolean

true
empty
empty
true
false

empty

make PDF viewer’s menu bar visible
make links that open another PDF file start a
new window
page mode setting on exiting full-screen mode
number of printed copies
set layout of PDF pages
set PDF page labels
set PDF page transition style
set option for print dialog
set /PrintArea of viewer preferences
set /PrintClip of viewer preferences
set /PrintPageRange of viewer preferences
page scaling option for print dialog (option
/PrintScaling of viewer preferences, PDF 1.6);
valid values are None and AppDefault
make PDF toolbar visible
set /ViewArea of viewer preferences
set /ViewClip of viewer preferences
make PDF user interface elements visible
Unicode encoded PDF strings

Each link in Acrobat carries its own magnification level, which is set using PDF coordinate space,
which is not the same as TEX’s. The unit is bp and the origin is in the lower left corner. See
also \hypercalcbp that is explained on page 22. pdfTEX works by supplying default values for
XYZ (horizontal × vertical × zoom) and FitBH. However, drivers using pdfmark do not supply
defaults, so hyperref passes in a value of -32768, which causes Acrobat to set (usually) sensible
defaults. The following are possible values for the pdfview, pdfstartview and pdfremotestartview
parameters.
XYZ

left top zoom

Fit
FitH
FitV
FitR

top
left
left bottom right top

FitB
FitBH

top

FitBV

left

Sets a coordinate and a zoom factor. If any
one is null, the source link value is used. null
null null will give the same values as the current page.
Fits the page to the window.
Fits the width of the page to the window.
Fits the height of the page to the window.
Fits the rectangle specified by the four coordinates to the window.
Fits the page bounding box to the window.
Fits the width of the page bounding box to
the window.
Fits the height of the page bounding box to
the window.

The pdfpagelayout can be one of the following values.
SinglePage
OneColumn
TwoColumnLeft

Displays a single page; advancing flips the page
Displays the document in one column; continuous scrolling.
Displays the document in two columns, odd-numbered pages to
the left.

3

PACKAGE OPTIONS
TwoColumnRight
TwoPageLeft
TwoPageRight

14
Displays the document in two columns, odd-numbered pages to
the right.
Displays two pages, odd-numbered pages to the left (since PDF
1.5).
Displays two pages, odd-numbered pages to the right (since PDF
1.5).

Finally, the pdfpagetransition can be one of the following values, where /Di stands for direction
of motion in degrees, generally in 90◦ steps, /Dm is a horizontal (/H) or vertical (/V) dimension
(e.g. Blinds /Dm /V), and /M is for motion, either in (/I) or out (/O).

3.8

Blinds

/Dm

Box
Dissolve

/M

Glitter

/Di

Split
Wipe

/Dm /M
/Di

Multiple lines distributed evenly across the screen sweep
in the same direction to reveal the new page.
A box sweeps in or out.
The page image dissolves in a piecemeal fashion to reveal
the new page.
Similar to Dissolve, except the effect sweeps across the
screen.
Two lines sweep across the screen to reveal the new page.
A single line sweeps across the screen to reveal the new
page.

Option pdfinfo

The information entries can be set using pdftitle, pdfsubject, …. Option pdfinfo provides an
alternative interface. It takes a key value list. The key names are the names that appear in the
PDF information dictionary directly. Known keys such as Title, Subject, Trapped and other
are mapped to options pdftitle, subject, trapped, …Unknown keys are added to the information
dictionary. Their values are text strings (see PDF specification). Example:
\hypersetup{
pdfinfo={
Title={My Title},
Subject={My Subject},
NewKey={Foobar},
% ...
}
}

3.9

Big alphabetical list

The following is a complete listing of available options for hyperref, arranged alphabetically.
anchorcolor
backref
baseurl
bookmarks
bookmarksnumbered
bookmarksopen
bookmarksopenlevel
bookmarkstype
breaklinks

black
false
empty
true
false
false
\maxdimen
toc
false

set color of anchors
do bibliographical back references
set base URL for document
make bookmarks
put section numbers in bookmarks
open up bookmark tree
level to which bookmarks are open
to specify which ‘toc’ file to mimic
allow links to break over lines

3

PACKAGE OPTIONS

15

debug

false
010
green
false
true
false

destlabel

false

draft
dvipdfm
dvipdfmx
dvips
dvipsone
dviwindo
encap
extension
filebordercolor
filecolor
final
frenchlinks
hyperfigures
hyperfootnotes
hyperindex
hypertex
hypertexnames
implicit
latex2html
linkbordercolor
linkcolor
linktoc
linktocpage

false

menubordercolor
menucolor
nativepdf
naturalnames
nesting
pageanchor
pagebackref
pdfauthor
pdfborder

100
red
false
false
false
true
false
empty
001
000
false

CJKbookmarks
citebordercolor
citecolor
colorlinks

pdfcenterwindow

dvi
0 .5 .5
cyan
true
false
false
true
true
true
true
100
red
section
false

pdfdirection
pdfdisplaydoctitle

LaTeX with
hyperref
empty
false

pdfduplex
pdffitwindow

empty
false

pdfcreator

to produce CJK bookmarks
color of border around cites
color of citation links
color links
(tex4ht, dviwindo)
provide details of anchors defined; same as verbose
destinations are named by the first \label after the anchor creation
do not do any hyperlinking
use dvipdfm backend
use dvipdfmx backend
use dvips backend
use dvipsone backend
use dviwindo backend
to set encap character for hyperindex
suffix of linked files
color of border around file links
color of file links
opposite of option draft
use small caps instead of color for links
make figures hyper links
set up hyperlinked footnotes
set up hyperlinked indices
use HyperTEX backend
use guessable names for links
redefine LATEX internals
use LATEX2HTML backend
color of border around links
color of links
make text be link on TOC, LOF and LOT
make page number, not text, be link on TOC,
LOF and LOT
color of border around menu links
color for menu links
an alias for dvips
use LATEX-computed names for links
allow nesting of links
put an anchor on every page
backreference by page number
text for PDF Author field
width of PDF link border
(colorlinks)
position the document window in the center
of the screen
text for PDF Creator field
direction setting
display document title instead of file name in
title bar
paper handling option for print dialog
resize document window to fit document size

3

PACKAGE OPTIONS

16

pdfhighlight
pdfinfo

/I
empty

pdfkeywords
pdflang
pdfmark
pdfmenubar
pdfnewwindow

empty
relax
false
true
false

pdfnonfullscreenpagemode
pdfnumcopies
pdfpagelayout
pdfpagemode
pdfpagelabels
pdfpagescrop
pdfpagetransition
pdfpicktraybypdfsize
pdfprintarea
pdfprintclip
pdfprintpagerange
pdfprintscaling
pdfproducer
pdfremotestartview
pdfstartpage
pdfstartview
pdfsubject
pdftex
pdftitle
pdftoolbar
pdftrapped

empty
empty
empty
empty
true
empty
empty
empty
empty
empty
empty
empty
empty
Fit
1
Fit
empty

pdfview
pdfviewarea
pdfviewclip
pdfwindowui
plainpages
ps2pdf
raiselinks
runbordercolor
runcolor
setpagesize
tex4ht
textures
unicode
urlbordercolor
urlcolor
verbose
vtex
xetex

XYZ
empty
empty
true
false

empty
true
empty

false
0 .7 .7
filecolor
true
false
011
magenta
false

set highlighting of PDF links
alternative interface for setting document information
text for PDF Keywords field
PDF language identifier (RFC 3066)
an alias for dvips
make PDF viewer’s menu bar visible
make links that open another PDF
file start a new window
page mode setting on exiting full-screen mode
number of printed copies
set layout of PDF pages
set default mode of PDF display
set PDF page labels
set crop size of PDF document
set PDF page transition style
set option for print dialog
set /PrintArea of viewer preferences
set /PrintClip of viewer preferences
set /PrintPageRange of viewer preferences
page scaling option for print dialog
text for PDF Producer field
starting view of remote PDF documents
page at which PDF document opens
starting view of PDF document
text for PDF Subject field
use pdfTEX backend
text for PDF Title field
make PDF toolbar visible
Sets the document information Trapped entry.
Possible values are True, False and Unknown.
An empty value means, the entry is not set.
PDF ‘view’ when on link traversal
set /ViewArea of viewer preferences
set /ViewClip of viewer preferences
make PDF user interface elements visible
do page number anchors as plain Arabic
use ps2pdf backend
raise up links (for HyperTEX backend)
color of border around ‘run’ links
color of ‘run’ links
set page size by special driver commands
use TEX4ht backend
use Textures backend
Unicode encoded pdf strings
color of border around URL links
color of URL links
be chatty
use VTeX backend
use XeTEX backend

4

ADDITIONAL USER MACROS

4

17

Additional user macros

If you need to make references to URLs, or write explicit links, the following low-level user macros
are provided:
\href[options]{URL}{text}

The text is made a hyperlink to the URL; this must be a full URL (relative to the base URL, if
that is defined). The special characters # and ~ do not need to be escaped in any way.
The optional argument options recognizes the hyperref options pdfremotestartview,
pdfnewwindow and the following key value options:
page: Specifies the start page number of remote PDF documents. First page is 1.
ismap: Boolean key, if set to |true|, the URL should appended by the coordinates as query parameters by the PDF viewer.
nextactionraw: The value of key |/Next| of action dictionaries, see PDF specification.
\url{URL}

Similar to \href{URL}{\nolinkurl{URL}}. Depending on the driver \href also tries to detect
the link type. Thus the result can be a url link, file link, …
\nolinkurl{URL}

Write URL in the same way as \url, without creating a hyperlink.
\hyperbaseurl{URL}

A base URL is established, which is prepended to other specified URLs, to make it easier to write
portable documents.
\hyperimage{imageURL}{text}

The link to the image referenced by the URL is inserted, using text as the anchor.
For drivers that produce HTML, the image itself is inserted by the browser, with the text being
ignored completely.
\hyperdef{category}{name}{text}

A target area of the document (the text) is marked, and given the name category.name
\hyperref{URL}{category}{name}{text}

text is made into a link to URL#category.name
\hyperref[label]{text}

text is made into a link to the same place as \ref{label} would be linked.

4

ADDITIONAL USER MACROS

18

\hyperlink{name}{text}

\hypertarget{name}{text}

A simple internal link is created with \hypertarget, with two parameters of an anchor name, and
anchor text. \hyperlink has two arguments, the name of a hypertext object defined somewhere
by \hypertarget, and the text which be used as the link on the page.
Note that in HTML parlance, the \hyperlink command inserts a notional # in front of each
link, making it relative to the current testdocument; \href expects a full URL.
\phantomsection

This sets an anchor at this location. It works similar to \hypertarget{}{} with an automatically
chosen anchor name. Often it is used in conjunction with \addcontentsline for sectionlike things
(index, bibliography, preface). \addcontentsline refers to the latest previous location where an
anchor is set. Example:
\cleardoublepage
\phantomsection
\addcontentsline{toc}{chapter}{\indexname}
\printindex
Now the entry in the table of contents (and bookmarks) for the index points to the start of the
index page, not to a location before this page.
\autoref{label}

This is a replacement for the usual \ref command that places a contextual label in front of the
reference. This gives your users a bigger target to click for hyperlinks (e.g. ‘section 2’ instead of
merely the number ‘2’).
The label is worked out from the context of the original \label command by hyperref by using
the macros listed below (shown with their default values). The macros can be (re)defined in
documents using \(re)newcommand; note that some of these macros are already defined in the
standard document classes. The mixture of lowercase and uppercase initial letters is deliberate
and corresponds to the author’s practice.
For each macro below, hyperref checks \*autorefname before \*name. For instance, it looks
for \figureautorefname before \figurename.
Macro
\figurename
\tablename
\partname
\appendixname
\equationname
\Itemname
\chaptername
\sectionname
\subsectionname
\subsubsectionname
\paragraphname
\Hfootnotename

Default
Figure
Table
Part
Appendix
Equation
item
chapter
section
subsection
subsubsection
paragraph
footnote

4

ADDITIONAL USER MACROS
\AMSname
\theoremname
\page

19

Equation
Theorem
page

Example for a redefinition if babel is used:
\usepackage[ngerman]{babel}
\addto\extrasngerman{%
\def\subsectionautorefname{Unterkapitel}%
}
Hint: \autoref works via the counter name that the reference is based on. Sometimes \autoref
chooses the wrong name, if the counter is used for different things. For example, it happens
with \newtheorem if a lemma shares a counter with theorems. Then package aliascnt provides a
method to generate a simulated second counter that allows the differentiation between theorems
and lemmas:
\documentclass{article}
\usepackage{aliascnt}
\usepackage{hyperref}
\newtheorem{theorem}{Theorem}
\newaliascnt{lemma}{theorem}
\newtheorem{lemma}[lemma]{Lemma}
\aliascntresetthe{lemma}
\providecommand*{\lemmaautorefname}{Lemma}
\begin{document}
We will use \autoref{a} to prove \autoref{b}.
\begin{lemma}\label{a}
Nobody knows.
\end{lemma}
\begin{theorem}\label{b}
Nobody is right.
\end{theorem}.
\end{document}
\autopageref{label}

It replaces \pageref and adds the name for page in front of the page reference. First \pageautorefname is checked before \pagename.
For instances where you want a reference to use the correct counter, but not to create a link,
there are starred forms:

4

ADDITIONAL USER MACROS

20

\ref*{label}

\pageref*{label}

\autoref*{label}

\autopageref*{label}

A typical use would be to write
\hyperref[other]{that nice section (\ref*{other}) we read before}
We want \ref*{other} to generate the correct number, but not to form a link, since we do this
ourselves with \hyperref.
\pdfstringdef{macroname}{TEXstring}

\pdfstringdef returns a macro containing the PDF string. (Currently this is done globally,
but do not rely on it.) All the following tasks, definitions and redefinitions are made in a group
to keep them local:
• Switching to PD1 or PU encoding
• Defining the “octal sequence commands” (\345): \edef\3{\string\3}
• Special glyphs of TEX: \{, \%, \&, \space, \dots, etc.
• National glyphs (german.sty, french.sty, etc.)
• Logos: \TeX, \eTeX, \MF, etc.
• Disabling commands that do not provide useful functionality in bookmarks: \label, \index,
\glossary, \discretionary, \def, \let, etc.
• LATEX’s font commands like \textbf, etc.
• Support for \xspace provided by the xspace package
In addition, parentheses are protected to avoid the danger of unsafe unbalanced parentheses
in the PDF string. For further details, see Heiko Oberdiek’s EuroTEX paper distributed with
hyperref.
\begin{NoHyper}…\end{NoHyper}

Sometimes we just don’t want the wretched package interfering with us. Define an environment
we can put in manually, or include in a style file, which stops the hypertext functions doing
anything. This is used, for instance, in the Elsevier classes, to stop hyperref playing havoc in the
front matter.

4

ADDITIONAL USER MACROS

4.1
4.1.1

21

Bookmark macros
Setting bookmarks

Usually hyperref automatically adds bookmarks for \section and similar macros. But they can
also set manually.
\pdfbookmark[level]{text}{name}

creates a bookmark with the specified text and at the given level (default is 0). As name for
the internal anchor name is used (in conjunction with level). Therefore the name must be unique
(similar to \label).
\currentpdfbookmark{text}{name}

creates a bookmark at the current level.
\subpdfbookmark{text}{name}

creates a bookmark one step down in the bookmark hierarchy. Internally the current level is
increased by one.
\belowpdfbookmark{text}{name}

creates a bookmark below the current bookmark level. However after the command the current
bookmark level has not changed.
Hint: Package bookmark replaces hyperref’s bookmark organization by a new algorithm:
• Usually only one LATEX run is needed.
• More control over the bookmark appearance (color, font).
• Different bookmark actions are supported (external file links, URLs, …).
Therefore I recommend using this package.
4.1.2

Replacement macros

hyperref takes the text for bookmarks from the arguments of commands like \section, which can
contain things like math, colors, or font changes, none of which will display in bookmarks as is.
\texorpdfstring{TEXstring}{PDFstring}

For example,
\section{Pythagoras:
\texorpdfstring{$ a^2 + b^2 = c^2 $}{%
a\texttwosuperior\ + b\texttwosuperior\ =
c\texttwosuperior
}%
}
\section{\texorpdfstring{\textcolor{red}}{}{Red} Mars}
\pdfstringdef executes the hook before it expands the string. Therefore, you can use this hook
to perform additional tasks or to disable additional commands.

5

NEW FEATURES

22

\expandafter\def\expandafter\pdfstringdefPreHook
\expandafter{%
\pdfstringdefPreHook
\renewcommand{\mycommand}[1]{}%
}
However, for disabling commands, an easier way is via \pdfstringdefDisableCommands, which
adds its argument to the definition of \pdfstringdefPreHook (‘@’ can here be used as letter in
command names):
\pdfstringdefDisableCommands{%
\let~\textasciitilde
\def\url{\pdfstringdefWarn\url}%
\let\textcolor\@gobble
}

4.2

Utility macros

\hypercalcbp{dimen specification}

\hypercalcbp takes a TEX dimen specification and converts it to bp and returns the number
without the unit. This is useful for options pdfview, pdfstartview and pdfremotestartview.
Example:
\hypersetup{
pdfstartview={FitBH \hypercalcbp{\paperheight-\topmargin-1in
-\headheight-\headsep}
}
The origin of the PDF coordinate system is the lower left corner.
Note, for calculations you need either package calc or ε-TEX. Nowadays the latter should
automatically be enabled for LATEX formats. Users without ε-TEX, please, look in the source
documentation hyperref.dtx for further limitations.
Also \hypercalcbp cannot be used in option specifications of \documentclass and \usepackage, because LATEX expands the option lists of these commands. However package hyperref is not
yet loaded and an undefined control sequence error would arise.

New Features3

5
5.1

Option ‘pdflinkmargin’

Option ‘pdflinkmargin’ is an experimental option for specifying a link margin, if the driver supports
this. Default is 1 pt for supporting drivers.
pdfTeX

• The link area also depends on the surrounding box.

• Settings have local effect.
• When a page is shipped out, pdfTeX uses the current setting of the link margin for all
links on the page.
pdfmark

• Settings have global effect.

Other drivers Unsupported.
3 This

section moved from the README file, needs more integration into the manual

5

NEW FEATURES

5.2

23

Field option ‘calculatesortkey’

Fields with calculated values are calculated in document order by default. If calculated field values
depend on other calculated fields that appear later in the document, then the correct calculation
order can be specified with option ‘calculatesortkey’. Its value is used as key to lexicographically
sort the calculated fields. The sort key do not need to be unique. Fields that share the same key
are sorted in document order.
Currently the field option ‘calculatesortkey’ is only supported by the driver for pdfTeX.

5.3

Option ‘localanchorname’

When an anchor is set (e.g. via \refstepcounter, then the anchor name is globally set to the
current anchor name.
For example:
\section{Foobar}
\begin{equation}\end{equation}
\label{sec:foobar}
With the default global setting (localanchorname=false) a reference to ‘sec:foobar’ jumps to the
equation before. With option ‘localanchorname’ the anchor of the equation is forgotten after the
environment and the reference ‘sec:foobar’ jumps to the section title.
Option ‘localanchorname’ is an experimental option, there might be situations, where the
anchor name is not available as expected.

5.4

Option ‘customdriver’

The value of option ‘customdriver’ is the name of an external driver file without extension ‘.def’.
The file must have \ProvidesFile with a version date and number that match the date and number
of ‘hyperref’, otherwise a warning is given.
Because the interface, what needs to be defined in the driver, is not well defined and quite
messy, the option is mainly intended to ease developing, testing, debugging the driver part.

5.5

Option ‘psdextra’

LaTeX’s NFSS is used to assist the conversion of arbitrary TeX strings to PDF strings (bookmarks,
PDF information entries). Many math command names (\geq, \notin, ...) are not in control of
NFSS, therefore they are defined with prefix ‘text’ (\textgeq, \textnotin, ...). They can be
mapped to short names during the processing to PDF strings. The disadvantage is that they are
many hundreds macros that need to be redefined for each PDF string conversion. Therefore this
can be enabled or disabled as option ‘psdextra’. On default the option is turned off (set to ‘false’).
Turning the option on means that the short names are available. Then \geq can directly be used
instead of \textgeq.

5.6

\XeTeXLinkBox

When XeTeX generates a link annotation, it does not look at the boxes (as the other drivers), but
only at the character glyphs. If there are no glyphs (images, rules, ...), then it does not generate a
link annotation. Macro \XeTeXLinkBox puts its argument in a box and adds spaces at the lower
left and upper right corners. An additional margin can be specified by setting it to the dimen
register \XeTeXLinkMargin. The default is 2pt.
Example:

5

NEW FEATURES

24

% xelatex
\documentclass{article}
\usepackage{hyperref}
\setlength{\XeTeXLinkMargin}{1pt}
\begin{document}
\section{Hello World}
\newpage
\label{sec:hello}
\hyperref[sec:hello]{%
\XeTeXLinkBox{\rule{10mm}{10mm}}%
}
\end{document}

5.7

\IfHyperBooleanExists and \IfHyperBoolean

\IfHyperBooleanExists{OPTION}{YES}{NO}
If a hyperref OPTION is a boolean, that means it takes values ‘true’ or ‘false’, then \IfHyperBooleanExists calls YES, otherwise NO.
\IfHyperBoolean{OPTION}{YES}{NO}
Macro \IfHyperBoolean calls YES, if OPTION exists as boolean and is enabled. Otherwise NO
is executed.
Both macros are expandable. Additionally option ‘stoppedearly’ is available. It is enabled if
\MaybeStopEarly or \MaybeStopNow end hyperref prematurely.

5.8

\unichar

If a Unicode character is not supported by puenc.def, it can be given by using \unichar. Its
name and syntax is inherited from package ‘ucs’. However it is defined independently for use in
hyperref’s \pdfstringdef (that converts arbitrary TeX code to PDF strings or tries to do this).
Macro \unichar takes a TeX number as argument, examples for U+263A (WHITE SMILING
FACE):
\unichar{"263A}% hexadecimal notation
\unichar{9786}% decimal notation
‘”’ must not be a babel shorthand character or otherwise active. Otherwise prefix it with \string:
\unichar{\string"263A}% converts `"' to `"' with catcode 12 (other)
Users of (n)german packages or babel options may use \dq instead:
\unichar{\dq 263A}% \dq is double quote with catcode 12 (other)

5.9

\ifpdfstringunicode

Some features of the PDF specification needs PDF strings. Examples are bookmarks or the entries
in the information dictionary. The PDF specification allows two encodings ‘PDFDocEncoding’
(8-bit encoding) and ‘Unicode’ (UTF-16). The user can help using \texorpdfstring to replace
complicate TeX constructs by a representation for the PDF string. However \texorpdfstring does
not distinguish the two encodings. This gap closes \ifpdfstringunicode. It is only allowed in the
second argument of \texorpdfstring and takes two arguments, the first allows the full range of
Unicode. The second is limited to the characters available in PDFDocEncoding.

5

NEW FEATURES

25

As example we take a macro definition for the Vietnamese name of Han The Thanh. Correctly written it needs some accented characters, one character even with a double accent. Class
‘tugboat.cls’ defines a macro for the typesetted name:
\def\Thanh{%
H\`an~%
Th\^e\llap{\raise 0.5ex\hbox{\'{}}}%
~Th\`anh%
}
It’s not entirely correct, the second accent over the ‘e’ is not an acute, but a hook. However
standard LaTeX does not provide such an accent.
Now we can extend the defintion to support hyperref. The first and the last word are already
supported automatically. Characters with two or more accents are a difficult business in LaTeX,
because the NFSS2 macros of the LaTeX kernel do not support more than one accent. Therefore
also puenc.def misses support for them. But we can provide it using \unichar. The character in
question is:
% U+1EC3 LATIN SMALL LETTER E WITH CIRCUMFLEX AND HOOK ABOVE
Thus we can put this together:
\def\Thanh{%
H\`an~%
\texorpdfstring{Th\^e\llap{\raise 0.5ex\hbox{\'{}}}}%
{\ifpdfstringunicode{Th\unichar{"1EC3}}{Th\^e}}%
~Th\`anh%
}
For PDFDocEncoding (PD1) the variant above has dropped the second accent. Alternatively we
could provide a representation without accents instead of wrong accents:
\def\Thanh{%
\texorpdfstring{%
H\`an~%
Th\^e\llap{\raise 0.5ex\hbox{\'{}}}}%
~Th\`anh%
}{%
\ifpdfstringunicode{%
H\`an Th\unichar{"1EC3} Th\`anh%
}{%
Han The Thanh%
}%
}%
}

5.10

Customizing index style file with \nohyperpage

Since version 2008/08/14 v6.78f.
For hyperlink support in the index, hyperref inserts \hyperpage into the index macros. After
processing with Makeindex, \hyperpage analyzes its argument to detect page ranges and page
comma lists. However, only the standard settings are supported directly:
delim_r "--"
delim_n ", "

5

NEW FEATURES

26

(See manual page/documentation of Makeindex that explains the keys that can be used in style
files for Makeindex.) Customized versions of delim_r, delim_n, suffix_2p, suffix_3p, suffix_mp
needs markup that \hyperpage can detect and knows that this stuff does not belong to a page
number. Makro \nohyperpage serves as this markup. Put the customized code for these keys
inside \nohyperpage, e.g.:
suffix_2p "\\nohyperpage{f.}"
suffix_3p "\\nohyperpage{ff.}"
(Depending on the typesetting tradition some space ”\\,” or ”~” should be put before the first f
inside \nohyperpage.)

5.11

Experimental option ‘ocgcolorlinks’

The idea are colored links, when viewed, but printed without colors. This new experimental option
‘ocgcolorlinks’ uses Optional Content Groups, a feature introduced in PDF 1.5.
• The option must be given for package loading: \usepackage[ocgcolorlinks]{hyperref}
• Main disadvantage: Links cannot be broken across lines. PDF reference 1.7: 4.10.2 ”Making
Graphical Content Optional”: Graphics state operations, such as setting the color, ..., are
still applied. Therefore the link text is put in a box and set twice, with and without color.
• The feature can be switched of by \hypersetup{ocgcolorlinks=false} inside the document.
• Supported drivers: pdftex, dvipdfm
• The PDF version should be at least 1.5. It is automatically set for pdfTeX. Users of dvipdfmx
set the version on the command line: dvipdfmx -V 5

5.12

Option ‘pdfa’

The new option ‘pdfa’ tries to avoid violations of PDF/A in code generated by hyperref. However,
the result is usually not in PDF/A, because many features aren’t controlled by hyperref (XMP
metadata, fonts, colors, driver dependend low level stuff, ...).
Currently, option ‘pdfa’ sets and disables the following items:
• Enabled annotation flags: Print, NoZoom, NoRotate [PDF/A 6.5.3].
• Disabled annotation flags: Hidden, Invisible, NoView [PDF/A 6.5.3].
• Disabled: Launch action ([PDF/A 6.6.1].
• Restricted: Named actions (NextPage, PrevPage, FirstPage, LastPage) [PDF/A 6.6.1].
• Many things are disabled in PDF formulars:
– JavaScript actions [PDF/A 6.6.1]
– Trigger events (additional actions) [PDF/A 6.6.2]
– Push button (because of JavaScript)
– Interactive Forms: Flag NeedAppearances is the default ‘false’ (Because of this, hyperref’s implementation of Forms looks ugly). [PDF/A 6.9]
The default value of the new option ‘pdfa’ is ‘false’. It influences the loading of the package
and cannot be changed after hyperref is loaded (\usepackage{hyperref}).

5

NEW FEATURES

5.13

27

Option ‘linktoc’ added

The new option ‘linktoc’ allows more control which part of an entry in the table of contents is
made into a link:
• ‘linktoc=none’ (no links)
• ‘linktoc=section’ (default behaviour, same as ‘linktocpage=false’)
• ‘linktoc=page’ (same as ‘linktocpage=true’)
• ‘linktoc=all’ (both the section and page part are links)

5.14

Option ‘pdfnewwindow’ changed

Before 6.77b:
• pdfnewwindow=true –> /NewWindow true
• pdfnewwindow=false –> (absent)
• unused pdfnewwindow –> (absent)
Since 6.77b:
• pdfnewwindow=true –> /NewWindow true
• pdfnewwindow=false –> /NewWindow false
• pdfnewwindow= –> (absent)
• unused pdfnewwindow –> (absent)
Rationale: There is a difference between setting to ‘false’ and an absent entry. In the former
case the new document replaces the old one, in the latter case the PDF viewer application should
respect the user preference.

5.15

Flag options for PDF forms

PDF form field macros (\TextField, \CheckBox, ...) support boolean flag options. The option
name is the lowercase version of the names in the PDF specification (1.7):
http://www.adobe.com/devnet/pdf/pdf_reference.html
http://www.adobe.com/devnet/acrobat/pdfs/pdf_reference.pdf
Options (convert to lowercase) except flags in square brackets:
• Table 8.16 Annotation flags (page 608):
1 Invisible
2 Hidden (PDF 1.2)
3 Print (PDF 1.2)
4 NoZoom (PDF 1.3)
5 NoRotate (PDF 1.3)
6 NoView (PDF 1.3)
[7 ReadOnly (PDF 1.3)] ignored for widget annotations, see table 8.70
8 Locked (PDF 1.4)
9 ToggleNoView (PDF 1.5)
10 LockedContents (PDF 1.7)

5

NEW FEATURES
• Table 8.70 Field flags common to all field types (page 676):
1 ReadOnly
2 Required
3 NoExport
• Table 8.75 Field flags specific to button fields (page 686):
15 NoToggleToOff (Radio buttons only)
16 Radio (set: radio buttons, clear: check box, pushbutton: clear)
17 Pushbutton
26 RadiosInUniso (PDF 1.5)
• Table 8.77 Field flags specific to text fields (page 691):
13 Multiline
14 Password
21 FileSelect (PDF 1.4)
23 DoNotSpellCheck (PDF 1.4)
24 DoNotScroll (PDF 1.4)
25 Comb (PDF 1.5)
26 RichText (PDF 1.5)
• Table 8.79 Field flags specific to choice fields (page 693):
18 Combo (set: combo box, clear: list box)
19 Edit (only useful if Combo is set)
20 (Sort) for authoring tools, not PDF viewers
22 MultiSelect (PDF 1.4)
23 DoNotSpellCheck (PDF 1.4) (only useful if Combo and Edit are set)
27 CommitOnSelChange (PDF 1.5)
• Table 8.86 Flags for submit-form actions (page 704):
[1 Include/Exclude] unsupported, use ‘noexport’ (table 8.70) instead
2 IncludeNoValueFields
[3 ExportFormat] handled by option ‘export’
4 GetMethod
5 SubmitCoordinates
[6 XFDF (PDF 1.4)] handled by option ‘export’
7 IncludeAppendSaves (PDF 1.4)
8 IncludeAnnotations (PDF 1.4)
[9 SubmitPDF (PDF 1.4)] handled by option ‘export’
10 CanonicalFormat (PDF 1.4)
11 ExclNonUserAnnots (PDF 1.4)
12 ExclFKey (PDF 1.4)
14 EmbedForm (PDF 1.5)

28

5

NEW FEATURES

29

New option ‘export’ sets the export format of a submit action. Valid values are (upper- or
lowercase):
• FDF
• HTML
• XFDF
• PDF (not supported by Acrobat Reader)

5.16

Option ‘pdfversion’

This is an experimental option. It notifies ‘hyperref’ about the intended PDF version. Currently
this is used in code for PDF forms (implementation notes 116 and 122 of PDF spec 1.7).
Values: 1.2, 1.3, 1.4, 1.5, 1.6, 1.7. Values below 1.2 are not supported, because most drivers
expect higher PDF versions.
The option must be used early, not after \usepackage{hyperref}.
In theory this option should also set the PDF version, but this is not generally supported.
• pdfTeX below 1.10a: unsupported. pdfTeX >= 1.10a and < 1.30: \pdfoptionpdfminorversion pdfTeX >= 1.30: \pdfminorversion
• dvipdfm: configuration file, example: TeX Live 2007, texmf/dvipdfm/config/config, entry
‘V 2’.
• dvipdfmx: configuration file, example: TeX Live 2007, texmf/dvipdfm/dvipdfmx.cfg, entry
‘V 4’.
• Ghostscript: option -dCompatibilityLevel (this is set in ‘ps2pdf12’, ‘ps2pdf13’, ‘ps2pdf14’).
The current PDF version is used as default if this version can be detected (only pdfTeX >=
1.10a). Otherwise the lowest version 1.2 is assumed. Thus ‘hyperref’ tries to avoid PDF code that
breaks this version, but is free to use ignorable higher PDF features.

5.17

Field option ‘name’

Many form objects uses the label argument for several purposes:
• Layouted label.
• As name in HTML structures.
Code that is suitable for layouting with TeX can break in the structures of the output format. If
option ‘name’ is given, then its value is used as name in the different output structures. Thus the
value should consist of letters only.

5.18

Option ‘pdfencoding’

The PDF format allows two encodings for bookmarks and entries in the information dictionary:
PDFDocEncoding and Unicode as UTF-16BE. Option ”pdfencoding” selects between these encodings:
• ”pdfdoc” uses PDFDocEncoding. It uses just one byte per character, but the supported
characters are limited (244 in PDF-1.7).
• ”unicode” sets Unicode. It is encoded as UTF-16BE. Two bytes are used for most characters,
surrogates need four bytes.
• ”auto” PDFDocEncoding if the string does not contain characters outside the encoding and
Unicode otherwise.

5

NEW FEATURES

5.19

30

Color options/package hycolor

See documentation of package ‘hycolor’.

5.20

Option pdfusetitle

If option pdfusetitle is set then hyperref tries to derive the values for pdftitle and pdfauthor from
\title and \author. An optional argument for \title and \author is supported (class amsart).

5.21

Starred form of \autoref

\autoref* generates a reference without link as \ref* or \pageref*.

5.22

Link border style

Links can be underlined instead of the default rectangle or options ”colorlinks”, ”frenchlinks”.
This is done by option pdfborderstyle={/S/U/W 1}
Some remarks:
• AR7/Linux seems to have a bug, that don’t use the default value ”1” for the width, but
zero, thus that the underline is not visible without ”/W 1”. The same applies for dashed
boxes, eg.: pdfborderstyle=/S/D/D[3 2]/W 1
• The syntax is described in the PDF specification, look for ”border style”, eg. Table 8.13
”Entries in a border style dictionary” (specification for version 1.6)
• The border style is removed by pdfborderstyle= This is automatically done if option colorlinks is enabled.
• Be aware that not all PDF viewers support this feature, not even Acrobat Reader itself:
Some support:
– AR7/Linux: ”underline” and ”dashed”, but the border width must be given.
– xpdf 3.00: ”underline” and ”dashed”
Unsupported:
– AR5/Linux
– ghostscript 8.50

5.23

Option ”bookmarksdepth”

The depth of the bookmarks can be controlled by the new option ”bookmarksdepth”. The option
acts globally and distinguishes three cases:
• ”bookmarksdepth” without value Then hyperref uses the current value of counter ”tocdepth”.
This is the compatible behaviour and the default.
• ”bookmarksdepth=”, the value is number (also negative): The depth for the
bookmarks are set to this number.
• ”bookmarksdepth=” The  is a document division name (part, chapter, ...).
It must not start with a digit or minus to avoid mixing up with the number case. Internally
hyperref uses the value of macro ”\toclevel@”. Examples:
\hypersetup{bookmarksdepth=paragraph}
\hypersetup{bookmarksdepth=4} % same as before
\hypersetup{bookmarksdepth} % counter "tocdepth" is used

5

NEW FEATURES

5.24

31

Option ”pdfescapeform”

There are many places where arbitrary strings end up as PS or PDF strings. The PS/PDF
strings in parentheses form require the protection of some characters, e.g. unmatched left or right
parentheses need escaping or the escape character itself (backslash). Since 2006/02/12 v6.75a the
PS/PDF driver should do this automatically. However I assume a problem with compatibility,
especially regarding the form part where larger amounts of JavaScript code can be present. It
would be a pain to remove all the escaping, because an additional escaping layer can falsify the
code.
Therefore a new option pdfescapeform was introduced:
• pdfescapeform=false Escaping for the formulars are disabled, this is the compatibility behaviour, therefore this is the default.
• pdfescapeform=true Then the PS/PDF drivers do all the necessary escaping. This is the
logical choice and the recommended setting. For example, the user writes JavaScript as
JavaScript and do not care about escaping characters for PS/PDF output.

5.25

Default driver setting

(hyperref >= 6.72s) If no driver is given, hyperref tries its best to guess the most suitable driver.
Thus it loads ”hpdftex”, if pdfTeX is detected running in PDF mode. Or it loads the corresponding
VTeX driver for VTeX’s working modes. Unhappily many driver programs run after the TeX
compiler, so hyperref does not have a chance (dvips, dvipdfm, ...). In this case driver ”hypertex”
is loaded that supports the HyperTeX features that are recognized by xdvi for example. This
behaviour, however, can easily be changed in the configuration file ”hyperref.cfg”:
\providecommand*{\Hy@defaultdriver}{hdvips}
for dvips, or
\providecommand*{\Hy@defaultdriver}{hypertex}
for the default behaviour of hyperref.
See also the new option ‘driverfallback’.

5.26

Backref entries

Alternative interface for formatting of backref entries, example:
\documentclass[12pt,UKenglish]{article}
\usepackage{babel}
\usepackage[pagebackref]{hyperref}
% Some language options are detected by package backref.
% This affects the following macros:
% \backrefpagesname
% \backrefsectionsname
% \backrefsep
% \backreftwosep
% \backreflastsep
\renewcommand*{\backref}[1]{
% default interface

5

NEW FEATURES
% #1: backref list
%
% We want to use the alternative interface,
% therefore the definition is empty here.

}
\renewcommand*{\backrefalt}[4]{%
% alternative interface
% #1: number of distinct back references
% #2: backref list with distinct entries
% #3: number of back references including duplicates
% #4: backref list including duplicates
\par
#3 citation(s) on #1 page(s): #2,\par
\ifnum#1=1 %
\ifnum#3=1 %
1 citation on page %
\else
#3 citations on page %
\fi
\else
#3 citations on #1 pages %
\fi
#2,\par
\ifnum#3=1 %
1 citation located at page %
\else
#3 citations located at pages %
\fi
#4.\par
}
% The list of distinct entries can be further refined:
\renewcommand*{\backrefentrycount}[2]{%
% #1: the original backref entry
% #2: the count of citations of this entry,
%
in case of duplicates greater than one
#1%
\ifnum#2>1 %
~(#2)%
\fi
}
\begin{document}
\section{Hello}
\cite{ref1, ref2, ref3, ref4}
\section{World}
\cite{ref1, ref3}
\newpage
\section{Next section}
\cite{ref1}

32

6

ACROBAT-SPECIFIC BEHAVIOR

33

\newpage
\section{Last section}
\cite{ref1, ref2}
\newpage
\pdfbookmark[1]{Bibliography}{bib}
\begin{thebibliography}{99}
\bibitem{ref1} Dummy entry one.
\bibitem{ref2} Dummy entry two.
\bibitem{ref3} Dummy entry three.
\bibitem{ref4} Dummy entry four.
\end{thebibliography}
\end{document}

5.27

\phantomsection

Set an anchor at this location. It is often used in conjunction with \addcontentsline for sectionlike
things (index, bibliography, preface). \addcontentsline refers to the latest previous location where
an anchor is set.
\cleardoublepage
\phantomsection
\addcontentsline{toc}{chapter}{\indexname}
\printindex
Now the entry in the table of contents (and bookmarks) for the index points to the start of
the index page, not to a location before this page.

6

Acrobat-specific behavior

If you want to access the menu options of Acrobat Reader or Exchange, the following macro is
provided in the appropriate drivers:
\Acrobatmenu{menuoption}{text}

The text is used to create a button which activates the appropriate menuoption. The following
table lists the option names you can use—comparison of this with the menus in Acrobat Reader
or Exchange will show what they do. Obviously some are only appropriate to Exchange.
File
File→Import
File→Export
File→DocumentInfo

Open, Close, Scan, Save, SaveAs, Optimizer:SaveAsOpt,
Print, PageSetup, Quit
ImportImage, ImportNotes, AcroForm:ImportFDF
ExportNotes, AcroForm:ExportFDF
GeneralInfo, OpenInfo, FontsInfo, SecurityInfo,
Weblink:Base, AutoIndex:DocInfo

7

PDF AND HTML FORMS
File→Preferences
Edit

Edit→Fields
Document

View

Tools

Tools→Search
Window
Help
Help(Windows)

7

GeneralPrefs, NotePrefs, FullScreenPrefs, Weblink:Prefs,
AcroSearch:Preferences(Windows) or,
AcroSearch:Prefs(Mac), Cpt:Capture
Undo, Cut, Copy, Paste, Clear, SelectAll, Ole:CopyFile,
TouchUp:TextAttributes, TouchUp:FitTextToSelection,
TouchUp:ShowLineMarkers,
TouchUp:ShowCaptureSuspects, TouchUp:FindSuspect,
Properties
AcroForm:Duplicate, AcroForm:TabOrder
Cpt:CapturePages, AcroForm:Actions, CropPages,
RotatePages, InsertPages, ExtractPages, ReplacePages,
DeletePages, NewBookmark, SetBookmarkDest,
CreateAllThumbs, DeleteAllThumbs
ActualSize, FitVisible, FitWidth, FitPage, ZoomTo,
FullScreen, FirstPage, PrevPage, NextPage, LastPage,
GoToPage, GoBack, GoForward, SinglePage, OneColumn,
TwoColumns, ArticleThreads, PageOnly,
ShowBookmarks, ShowThumbs
Hand, ZoomIn, ZoomOut, SelectText, SelectGraphics,
Note, Link, Thread, AcroForm:Tool,
Acro_Movie:MoviePlayer, TouchUp:TextTool, Find,
FindAgain, FindNextNote, CreateNotesFile
AcroSrch:Query, AcroSrch:Indexes, AcroSrch:Results,
AcroSrch:Assist, AcroSrch:PrevDoc, AcroSrch:PrevHit,
AcroSrch:NextHit, AcroSrch:NextDoc
ShowHideToolBar, ShowHideMenuBar,
ShowHideClipboard, Cascade, TileHorizontal,
TileVertical, CloseAll
HelpUserGuide, HelpTutorial, HelpExchange, HelpScan,
HelpCapture, HelpPDFWriter, HelpDistiller, HelpSearch,
HelpCatalog, HelpReader, Weblink:Home
About

PDF and HTML forms

You must put your fields inside a Form environment (only one per file).
There are six macros to prepare fields:

34

7

PDF AND HTML FORMS

35

\TextField[parameters]{label}

\CheckBox[parameters]{label}

\ChoiceMenu[parameters]{label}{choices}

\PushButton[parameters]{label}

\Submit[parameters]{label}

\Reset[parameters]{label}

The way forms and their labels are laid out is determined by:
\LayoutTextField{label}{field}

\LayoutChoiceField{label}{field}

\LayoutCheckField{label}{field}

These macros default to #1 #2
What is actually shown in as the field is determined by:
\MakeRadioField{width}{height}

\MakeCheckField{width}{height}

\MakeTextField{width}{height}

\MakeChoiceField{width}{height}

\MakeButtonField{text}

These macros default to \vbox to #2{\hbox to #1{\hfill}\vfill}, except the last, which
defaults to #1; it is used for buttons, and the special \Submit and \Reset macros.
You may also want to redefine the following macros:

7

PDF AND HTML FORMS

36

\def\DefaultHeightofSubmit{12pt}
\def\DefaultWidthofSubmit{2cm}
\def\DefaultHeightofReset{12pt}
\def\DefaultWidthofReset{2cm}
\def\DefaultHeightofCheckBox{0.8\baselineskip}
\def\DefaultWidthofCheckBox{0.8\baselineskip}
\def\DefaultHeightofChoiceMenu{0.8\baselineskip}
\def\DefaultWidthofChoiceMenu{0.8\baselineskip}
\def\DefaultHeightofText{\baselineskip}
\def\DefaultHeightofTextMultiline{4\baselineskip}
\def\DefaultWidthofText{3cm}

7.1

7.2

Forms environment parameters
action

URL

encoding

name

method

name

The URL that will receive the form data if a Submit button
is included in the form
The encoding for the string set to the URL; FDF-encoding
is usual, and html is the only valid value
Used only when generating HTML; values can be post or
get

Forms optional parameters

Note that all colors must be expressed as RGB triples, in the range 0..1 (i.e. color=0 0 0.5)
accesskey
align

key
number

altname

name

backgroundcolor
bordercolor
bordersep
borderwidth
calculate
charsize
checkboxsymbol
checked
color
combo
default
disabled
format
height
hidden
keystroke
mappingname

0

1
dimen
char

4 (4)

boolean

false

boolean

false

boolean

false

dimen
boolean

false

name

(as per HTML)
alignment within text field; 0 is left-aligned,
1 is centered, 2 is right-aligned.
alternative name,
the name shown in the user interface
color of box
color of border
box border gap
width of box border, the value is a dimension
or a number with default unit bp
JavaScript code to calculate the value of the field
font size of field text
symbol used for check boxes (ZapfDingbats),
the value is a character or \ding{number},
see package pifont from bundle psnfss
whether option selected by default
color of text in box
choice list is ‘combo’ style
default value
field disabled
JavaScript code to format the field
height of field box
field hidden
JavaScript code to control the keystrokes on entry
the mapping name to be used when exporting
the field data

8

8

DEFINING A NEW DRIVER

37

maxlen
menulength
multiline
name
onblur
onchange
onclick
ondblclick
onfocus
onkeydown
onkeypress
onkeyup
onmousedown
onmousemove
onmouseout
onmouseover
onmouseup
onselect
password
popdown
radio
radiosymbol

number
number
boolean
name

0
4
false

boolean
boolean
boolean
char

false
false
false
H (H)

readonly
rotation

boolean
number

false
0

tabkey
validate
value
width

dimen

number of characters allowed in text field
number of elements shown in list
whether text box is multiline
name of field (defaults to label)
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
JavaScript code
text field is ‘password’ style
choice list is ‘popdown’ style
choice list is ‘radio’ style
symbol used for radio fields (ZapfDingbats),
the value is a character or \ding{number},
see package pifont from bundle psnfss
field is readonly
rotation of the widget annotation
(degree, counterclockwise, multiple of 90)
(as per HTML)
JavaScript code to validate the entry
initial value
width of field box

Defining a new driver

A hyperref driver has to provide definitions for eight macros:
1.
2.
3.
4.
5.
6.
7.
8.

\hyper@anchor
\hyper@link
\hyper@linkfile
\hyper@linkurl
\hyper@anchorstart
\hyper@anchorend
\hyper@linkstart
\hyper@linkend
The draft option defines the macros as follows

\let\hyper@@anchor\@gobble
\gdef\hyper@link##1##2##3{##3}%
\def\hyper@linkurl##1##2{##1}%
\def\hyper@linkfile##1##2##3{##1}%
\let\hyper@anchorstart\@gobble
\let\hyper@anchorend\@empty

9

SPECIAL SUPPORT FOR OTHER PACKAGES

38

\let\hyper@linkstart\@gobbletwo
\let\hyper@linkend\@empty

9

Special support for other packages

Package hyperref aims to cooperate with other packages, but there are several possible sources for
conflict, such as
• Packages that manipulate the bibliographic mechanism. Peter William’s harvard package is
supported. However, the recommended package is Patrick Daly’s natbib package that has
specific hyperref hooks to allow reliable interaction. This package covers a very wide variety
of layouts and citation styles, all of which work with hyperref.
• Packages that typeset the contents of the \label and \ref macros, such as showkeys. Since the
hyperref package redefines these commands, you must set implicit=false for these packages
to work.
• Packages that do anything serious with the index.
The hyperref package is distributed with variants on two useful packages designed to work
especially well with it. These are xr and minitoc, which support crossdocument links using LATEX’s
normal \label/\ref mechanisms and per-chapter tables of contents, respectively.

9.1

Package Compatibility

Currently only package loading orders are available:
Note: hyperref loads package ”nameref” at \begin{document}. Sometimes this is too late,
thus this package must be loaded earlier.
9.1.1

algorithm

\usepackage{float}
\usepackage{hyperref}
\usepackage[chapter]{algorithm}% eg.
9.1.2

amsmath

The environments equation and eqnarray are not supported too well. For example, there might
be spacing problems (eqnarray isn’t recommended anyway, see CTAN:info/l2tabu/, the situation
for equation is unclear, because nobody is interested in investigating). Consider using the environments that package amsmath provide, e.g. gather for equation. The environment equation can
even redefined to use gather:
\usepackage{amsmath}
\let\equation\gather
\let\endequation\endgather
9.1.3

amsrefs

Package loading order:
\usepackage{hyperref}
\usepackage{amsrefs}

9

SPECIAL SUPPORT FOR OTHER PACKAGES

9.1.4

39

arydshln, longtable

Package longtable must be put before hyperref and arydshln, hyperref after arydshln generates an
error, thus the resulting package order is then:
\usepackage{longtable}
\usepacakge{hyperref}
\usepackage{arydshln}
9.1.5

babel/magyar.ldf

The old version 2005/03/30 v1.4j will not work. You need at least version 1.5, maintained by
Péter Szabó, see CTAN:language/hungarian/babel/.
9.1.6

babel/spanish.ldf

Babel’s spanish.ldf redefines ‘\.’ to support ‘\...’. In bookmarks (\pdfstringdef) only ‘\.’ is supported. If ‘\...’ is needed, \texorpdfstring{\...}{\dots} can be used instead.
9.1.7

bibentry

Workaround:
\makeatletter
\let\saved@bibitem\@bibitem
\makeatother
\usepackage{bibentry}
\usepackage{hyperref}
\begin{document}
\begingroup
\makeatletter
\let\@bibitem\saved@bibitem
\nobibliography{database}
\endgroup
9.1.8

bigfoot

Hyperref does not support package ‘bigfoot’. And package ‘bigfoot’ does not support hyperref’s
footnotes and disables them (hyperfootnotes=false).
9.1.9

chappg

Package ‘chappg’ uses \@addtoreset that is redefined by ‘hyperref’. The package order is therefore:
\usepackage{hyperref}
\usepackage{chappg}

9

SPECIAL SUPPORT FOR OTHER PACKAGES

9.1.10

40

cite

This is from Mike Shell: cite.sty cannot currently be used with hyperref. However, I can do a
workaround via:
\makeatletter
\def\NAT@parse{\typeout{This is a fake Natbib command to fool Hyperref.}}
\makeatother
\usepackage[hypertex]{hyperref}
so that hyperref will not redefine any of the biblabel stuff - so cite.sty will work as normal although the citations will not be hyperlinked, of course (But this may not be an issue for many
people).
9.1.11

count1to

Package ‘count1to’ adds several \@addtoreset commands that confuse ‘hyperref’.
\theH<...> has to be fixed:

Therefore

\usepackage{count1to}
\AtBeginDocument{% *after* \usepackage{count1to}
\renewcommand*{\theHsection}{\theHchapter.\arabic{section}}%
\renewcommand*{\theHsubsection}{\theHsection.\arabic{subsection}}%
\renewcommand*{\theHsubsubsection}{\theHsubsection.\arabic{subsubsection}}%
\renewcommand*{\theHparagraph}{\theHsubsubsection.\arabic{paragraph}}%
\renewcommand*{\theHsubparagraph}{\theHparagraph.\arabic{subparagraph}}%
}
9.1.12

dblaccnt

pd1enc.def or puenc.def should be loaded before:
\usepackage{hyperref}
\usepackage{dblaccnt}
or see entry for ”vietnam”.
9.1.13

easyeqn

Not compatible, breaks.
9.1.14

ellipsis

This packages redefines \textellipsis after package hyperref (pd1enc.def/puenc.def should be
loaded before):
\usepackage{hyperref}
\usepackage{ellipsis}
9.1.15

float

\usepackage{float}
\usepackage{hyperref}
• Several \caption commands are not supported inside one float object.
• Anchor are set at top of the float object, if its style is controlled by float.sty.

9

SPECIAL SUPPORT FOR OTHER PACKAGES

9.1.16

41

endnotes

Unsupported.
9.1.17

foiltex

Update to version 2008/01/28 v2.1.4b: Since version 6.77a hyperref does not hack into \@begindvi,
it uses package ‘atbegshi’ instead, that hooks into \shipout. Thus the patch of ‘foils.cls’ regarding
hyperref is now obsolete and causes an undefined error message about \@hyperfixhead. This is
fixed in FoilTeX 2.1.4b.
9.1.18

footnote

This package is not supported, you have to disable hyperref’s footnote support by using option
”hyperfootnotes=false”.
9.1.19

geometry

Driver ‘dvipdfm’ and program ‘dvipdfm’ might generate a warning: Sorry. Too late to change
page size Then prefer the program ‘dvipdfmx’ or use one of the following workarounds to move
the \special of geometry to an earlier location:
\documentclass[dvipdfm]{article}% or other classes
\usepackage{atbegshi}
\AtBeginDocument{%
\let\OrgAtBeginDvi\AtBeginDvi
\let\AtBeginDvi\AtBeginShipoutFirst
}
\usepackage[
paperwidth=170mm,
paperheight=240mm
]{geometry}
\AtBeginDocument{%
\let\AtBeginDvi\OrgAtBeginDvi
}
\usepackage{hyperref}
or
\documentclass[dvipdfm]{article}% or other classes
\usepackage{atbegshi}
\let\AtBeginDvi\AtBeginShipoutFirst
\usepackage[
paperwidth=170mm,
paperheight=240mm
]{geometry}
\usepackage{hyperref}
9.1.20

IEEEtran.cls

version >= V1.6b (because of \@makecaption, see ChangeLog)

9

SPECIAL SUPPORT FOR OTHER PACKAGES

9.1.21

42

index

version >= 1995/09/28 v4.1 (because of \addcontentsline redefinition)
9.1.22

lastpage

Compatible.
9.1.23

linguex

\usepackage{hyperref}
\usepackage{linguex}
9.1.24

ltabptch

\usepackage{longtable}
\usepackage{ltabptch}
\usepackage{hyperref}
9.1.25

mathenv

Unsupported.
Both ‘mathenv’ and ‘hyperref’ messes around with environment ‘eqnarray’. You can load
‘mathenv’ after ‘hyperref’ to avoid an error message. But \label will not work inside environment
‘eqnarray’ properly, for example.
9.1.26

minitoc-hyper

This package is obsolete, use the uptodate original package minitoc instead.
9.1.27

multind

\usepackage{multind}
\usepackage{hyperref}
9.1.28

natbib

\usepackage{natbib}
\usepackage{hyperref}
9.1.29

nomencl

Example for introducing links for the page numbers:
\renewcommand*{\pagedeclaration}[1]{\unskip, \hyperpage{#1}}
For equations the following might work:
\renewcommand*{\eqdeclaration}[1]{%
\hyperlink{equation.#1}{(Equation~#1)}%
}
But the mapping from the equation number to the anchor name
is not available in general.

9

SPECIAL SUPPORT FOR OTHER PACKAGES

9.1.30

parskip

\usepackage{parskip}
\usepackage{hyperref}[2012/08/20]
Both packages want to redefine \@starttoc.
9.1.31

prettyref

%%% example for prettyref %%%
\documentclass{article}
\usepackage{prettyref}
\usepackage[pdftex]{hyperref}
%\newrefformat{FIG}{Figure~\ref{#1}}% without hyperref
\newrefformat{FIG}{\hyperref[{#1}]{Figure~\ref*{#1}}}
\begin{document}
This is a reference to \prettyref{FIG:ONE}.
\newpage
\begin{figure}
\caption{This is my figure}
\label{FIG:ONE}
\end{figure}
\end{document}
%%% example for prettyref %%%
9.1.32

ntheorem

ntheorem-hyper.sty is an old patched version of ntheorem.sty.
Newer versions of ntheorem know the option hyperref:
\usepackage{hyperref}
\usepackage[hyperref]{ntheorem}
But there are still unsolved problems (options thref, ...).
9.1.33

setspace

\usepackage{setspace}
\usepackage{hyperref}
9.1.34

sidecap

Before 2002/05/24 v1.5h:
\usepackage{nameref}
\usepackage{hyperref}
\usepackage{sidecap}
9.1.35

subfigure

1995/03/06 v2.0:
\usepackage{subfigure}
\usepackage{hyperref}
% hypertexnames is set to false.

43

9

SPECIAL SUPPORT FOR OTHER PACKAGES

44

v2.1:
\usepackage{nameref}
\usepackage{subfigure}
\usepackage{hyperref}
or
\usepackage{hyperref}
\usepackage{subfigure}
v2.1.2:
please update
v2.1.3:
\usepackage{hyperref}
\usepackage{subfigure}
or vice versa?
9.1.36

titleref

\usepackage{nameref}
\usepackage{titleref}% without usetoc
\usepackage{hyperref}
9.1.37

tabularx

Linked footnotes are not supported inside environment ‘tabularx’, because they uses the optional
argument of \footnotetext, see section ‘Limitations’. Before version 2011/09/28 6.82i hyperref
had disabled footnotes entirely by ‘hyperfootnotes=false’.
9.1.38

titlesec

”nameref” supports titlesec, but hyperref does not (unsolved is the anchor setting, missing with
unnumbered section, perhaps problems with page breaks with numbered ones).
9.1.39

ucs/utf8x.def

The first time a multibyte UTF8 sequence is called, it does some calculations and stores the result
in a macro for speeding up the next calls of that UTF8 sequence. However this makes the first
call non-expandable and will break if used in information entries or bookmarks. Package ”ucs”
offers \PrerenderUnicode or \PreloadUnicodePage to solve this:
\usepackage{ucs}
\usepackage[utf8x]{inputenc}
\usepackage{hyperref}% or with option unicode
\PrerenderUnicode{^^c3^^b6}% or \PrerenderUnicodePage{1}
\hypersetup{pdftitle={Umlaut example: ^^c3^^b6}}
The notation with two carets avoids trouble with 8-bit bytes for the README file, you can use
the characters directly.
9.1.40

varioref

There are too many problems with varioref. Nobody has time to sort them out. Therefore this
package is now unsupported.
Perhaps you are lucky and some of the features of varioref works with the following loading
order:

9

SPECIAL SUPPORT FOR OTHER PACKAGES

45

\usepackage{nameref}
\usepackage{varioref}
\usepackage{hyperref}
Also some babel versions can be problematic. For exmample, 2005/05/21 v3.8g contains a
patch for varioref that breaks the hyperref support for varioref.
Also unsupported:
• \Ref, \Vref do not uppercase the first letter.
• \vpageref[]{...} On the same page a previous space is not suppressed.
9.1.41

verse

Version 2005/08/22 v2.22 contains support for hyperref.
For older versions see example from de.comp.text.tex (2005/08/11, slightly modified):
\documentclass{article}
% package order does not matter
\usepackage{verse}
\usepackage{hyperref}
\makeatletter
% make unique poemline anchors
\newcounter{verse@env}
\setcounter{verse@env}{0}
\let\org@verse\verse
\def\verse{%
\stepcounter{verse@env}%
\org@verse
}
\def\theHpoemline{\arabic{verse@env}.\thepoemline}
% add anchor for before \addcontentsline in \@vsptitle
\let\org@vsptitle\@vsptitle
\def\@vsptitle{%
\phantomsection
\org@vsptitle
}
\makeatother
\begin{document}
\poemtitle{Poem 1}
\begin{verse}
An one-liner.
\end{verse}
\newpage
\poemtitle{Poem 2}
\begin{verse}

10

LIMITIATIONS

46

Another one-liner.
\end{verse}
\end{document}
9.1.42

vietnam

% pd1enc.def should be loaded before package dblaccnt:
\usepackage[PD1,OT1]{fontenc}
\usepackage{vietnam}
\usepackage{hyperref}
9.1.43

XeTeX

Default for the encoding of bookmarks is ‘pdfencoding=auto’. That means the strings are always
treated as unicode strings. Only if the string restricts to the printable ASCII set, it is written as
ASCII string. The reason is that the \special does not support PDFDocEncoding.
XeTeX uses the program xdvipdfmx for PDF output generation. This program behaves a
little different from dvipdfm, because of the supported Unicode characters. Strings for bookmarks
or information entries can be output directly. The big chars (char code > 255) are written in
UTF-8 and xdvipdfmx tries to convert them to UTF-16BE. However hyperref already provides
PDF strings encoded in UTF-16BE, thus the result is a warning
”Failed to convert input string to UTF16...”
The best way would be, if xdvipdfm could detect the byte order marker (\376\377) and skips
the conversion if that marker is present.
For the time being I added the following to hyperref, when option ‘pdfencoding=auto’ is set
(default for XeTeX): The string is converted back to big characters thus that the string is written
as UTF-8. But I am very unhappy with this solution. Main disadvantage: Two versions of
\pdfstringdef are needed:
a) The string is converted back to big characters for the ”tainted keys” of xdvipdfmx
(spc_pdfm.c: default_taintkeys). The subset hyperref uses is /Title, /Author, /Subject,
/Keywords, /Creator, /Producer, /T. Any changes of this set in xdvipdfmx cannot be detected
by hyperref.
b) Without conversion for the other strings , providing UTF16be directly. Examples: Prefix
of page labels, some elements of formulars.
Thus each application that uses \pdfstringdef now must check, if it defines a string for some of
the tained keys. If yes, then the call of \pdfstringdef should be preceded by ”\csname HyPsd@XeTeXBigCharstrue\endcsname”. Example: package bookmark.

10

Limitations4

10.1

Wrapped/broken link support

Only few drivers support automatically wrapped/broken links, e.g. pdftex, dvipdfm, hypertex.
Other drivers lack this feature, e.g. dvips, dvipsone.
Workarounds:
• For long section or caption titles in the table of contents or list of figures/tables option
”linktocpage” can be used. Then the page number will be a link, and the overlong section
title is not forced into an one line link with overfull \hbox warning.
4 This

section moved from the README file, needs more integration into the manual

11

HINTS

47

• ”\url”s are caught by package ”breakurl”.
• The option ”breaklinks” is intended for internal use. But it can be used to force link wrapping, e.g. when printing a document. However, when such a document is converted to PDF
and viewed with a PDF viewer, the active link area will be misplaced.
Another limitation: some penalties are ”optimized” by TeX, thus there are missing break
points, especially within \url. (See thread ”hyperref.sty, breaklinks and url.sty 3.2” in
comp.text.tex 2005-09).

10.2

Links across pages

In general they have problems:
• Some driver doesn’t support them at all (see above).
• The driver allows it, but the link result might include the footer and/or header, or an error
message can occur sometimes.

10.3

Footnotes

LaTeX allows the separation of the footnote mark and the footnote text (\footnotemark, \footnotetext). This interface might be enough for visual typesetting. But the relation between
\footnotemark to \footnotetext is not as strong as \ref to \label. Therefore it is not clear in
general which \footnotemark references which \footnotetext. But that is necessary to implement
hyperlinking. Thus the implementation of hyperref does not support the optional argument of
\footnotemark\verb and \footnotetext.

11

Hints5

11.1

Spaces in option values

Unhappily LaTeX strips spaces from options if they are given in \documentclass or \usepackage
(or \RequirePackage), e.g.:
\usepackage[pdfborder=0 0 1]{hyperref}
Package hyperref now gets
pdfborder=001
and the result is an invalid PDF file. As workaround braces can be used:
\usepackage[pdfborder={0 0 1}]{hyperref}
Some options can also be given in
\hypersetup|
\begin{verbatim}
\hypersetup{pdfborder=0 0 1}
In \hypersetup the options are directly processed as key value options (see package keyval) without
space stripping in the value part.
Alternatively, LaTeX’s option handling system can be adapted to key value options by one of
the packages ”kvoptions-patch” (from project ”kvoptions”) or ”xkvltxp” (from project ”xsetkeys”).
5 This

section moved from the README file, needs more integration into the manual

11

HINTS

11.2

48

Index with makeindex

• Package hyperref adds \hyperpage commands by the encap mechanism (see documentation
of Makeindex), if option hyperindex is set (default). \hyperpage uses the page anchors that
are set by hyperref at each page (default). However in the default case page numbers are
used in anchor names in arabic form. If the page numbers in other formats are used (book
class with \frontmatter, \romannumbering, ...), then the page anchors are not unique.
Therefore option ”plainpages=false” is recommended.
• The encap mechanism of Makeindex allows to use one command only (see documentation of
Makeindex). If the user sets such a command, hyperref suppresses its \hyperpage command.
With logical markup this situation can easily be solved:
\usepackage{makeidx}
\makeindex
\usepackage[hyperindex]{hyperref}
\newcommand*{\main}[1]{\textbf{\hyperpage{#1}}}
...
\index{Some example|main}
• Scientic Word/Scientific WorkPlace users can use package robustindex with hyperindex=false.
• Other encap characters can be set by option ”encap”. Example for use of ”?”:
\usepackage[encap=?]{hyperref}
• An other possibility is the insertion of \hyperpage by a style file for makeindex. For this
case, hyperref’s insertion will be disabled by ”hyperindex=false”. \hyperpage will be defined
regardless of setting of hyperindex.
%%% cut %%% hyperindex.ist %%% cut %%%
delim_0 ", \\hyperpage{"
delim_1 ", \\hyperpage{"
delim_2 ", \\hyperpage{"
delim_n "}, \\hyperpage{"
delim_t "}"
encap_prefix "}\\"
encap_infix "{\\hyperpage{"
encap_suffix "}"
%%% cut %%% hyperindex.ist %%% cut %%%

11.3

Warning ”bookmark level for unknown  defaults to 0”

Getting rid of it:
\makeatletter
\providecommand*{\toclevel@}{0}
\makeatother

11.4

Link anchors in figures

The caption command increments the counter and here is the place where hyperref set the corresponding anchor. Unhappily the caption is set below the figure, so the figure is not visible if a link
jumps to a figure. In this case, try package ”hypcap.sty” that implements a method to circumvent
the problem.

11

HINTS

11.5

49

Additional unicode characters in bookmarks and pdf information
entries:

\documentclass[pdftex]{article}
\usepackage[unicode]{hyperref}
Support for additional unicode characters:
Example: \.{a} and \d{a}
1. Get a list with unicode data, eg:
http://www.unicode.org/Public/UNIDATA/UnicodeData.txt
2. Identify the characters (\.{a}, \d{a}):
0227;LATIN SMALL LETTER A WITH DOT ABOVE;...
1EA1;LATIN SMALL LETTER A WITH DOT BELOW;...
3. Calculate the octal code:
The first characters of the line in the file are hex values, convert each byte and prepend them
with a backslash. (This will go into the PDF file.)
0227 -> \002\047
1EA1 -> \036\241
4. Transform into a form understood by hyperref:
Hyperref must know where the first byte starts, this is marked by ”9” (8 and 9 cannot occur
in octal numbers):
\002\047 -> \9002\047
\036\241 -> \9036\241
Optional: ”8” is used for abbreviations:
\900 = \80, \901 = \81, \902 = \82, ...
\9002\047 -> \82\047
5. Declare the character with LaTeX:
\DeclareTextCompositeCommand{\.}{PU}{a}{\82\047}
\DeclareTextCompositeCommand{\d}{PU}{a}{\9036\241}
\begin{document}
\section{\={a}, \d{a}, \'{a}, \.{a}}
\end{document}

11.6

Footnotes

The footnote support is rather limited. It is beyond the scope to use \footnotemark and \footnotetext out of order or reusing \footnotemark. Here you can either disable hyperref’s footnote
support by ”hyperfootnotes=false” or fiddle with internal macros, nasty examples:
\documentclass{article}
\usepackage{hyperref}
\begin{document}
Hello%

11

HINTS

50

\footnote{The first footnote}
World%
\addtocounter{footnote}{-1}%
\addtocounter{Hfootnote}{-1}%
\footnotemark.
\end{document}
or
\documentclass{article}
\usepackage{hyperref}
\begin{document}
\makeatletter
A%
\footnotemark
\let\saved@Href@A\Hy@footnote@currentHref
% remember link name
B%
\footnotemark
\let\saved@Href@B\Hy@footnote@currentHref
b%
\addtocounter{footnote}{-1}%
\addtocounter{Hfootnote}{-1}% generate the same anchor
\footnotemark
C%
\footnotemark
\let\saved@Href@C\Hy@footnote@currentHref
\addtocounter{footnote}{-2}%
\let\Hy@footnote@currentHref\saved@Href@A
\footnotetext{AAAA}%
\addtocounter{footnote}{1}%
\let\Hy@footnote@currentHref\saved@Href@B
\footnotetext{BBBBB}%
\addtocounter{footnote}{1}%
\let\Hy@footnote@currentHref\saved@Href@C
\footnotetext{CCCC}%
\end{document}

11.7

Subordinate counters

Some counters do not have unique values and require the value of other counters to be unique. For
example, sections or figures might be numbered within chapters or \newtheorem is used with an
optional counter argument. Internally LaTeX uses \@addtoreset to reset a counter in dependency
to another counter. Package hyperref hooks into \@addtoreset to catch this situation. Also
\numberwithin of package amsmath is caught by hyperref.
However, if the definition of subordinate counters take place before hyperref is loaded, the

12

HISTORY AND ACKNOWLEDGMENTS

51

old meaning of \@addtoreset is called without hyperref’s additions. Then the companion counter
macro \theH can be redefined accordingly. Or move the definition of subordinate counters after hyperref is loaded.
Example for \newtheorem, problematic case:
\newtheorem{corA}{CorollaryA}[section]
\usepackage{hyperref}
Solution a)
\usepackage{hyperref}
\newtheorem{corA}{CorollaryA}[section}
Solution b)
\newtheorem{corA}{CorollaryA}[section]
\usepackage{hyperref}
\newcommand*{\theHcorA}{\theHsection.\number\value{corA}}

12

History and acknowledgments

The original authors of hyperbasics.tex and hypertex.sty, from which this package descends, are
Tanmoy Bhattacharya and Thorsten Ohl. Package hyperref started as a simple port of their work
to LATEX 2ε standards, but eventually I rewrote nearly everything, because I didn’t understand
a lot of the original, and was only interested in getting it to work with LATEX. I would like to
thank Arthur Smith, Tanmoy Bhattacharya, Mark Doyle, Paul Ginsparg, David Carlisle, T. V.
Raman and Leslie Lamport for comments, requests, thoughts and code to get the package into its
first useable state. Various other people are mentioned at the point in the source where I had to
change the code in later versions because of problems they found.
Tanmoy found a great many of the bugs, and (even better) often provided fixes, which has made
the package more robust. The days spent on RevTEX are entirely due to him! The investigations
of Bill Moss into the later versions including native PDF support uncovered a good many bugs,
and his testing is appreciated. Hans Hagen provided a lot of insight into PDF.
Berthold Horn provided help, encouragement and sponsorship for the dvipsone and dviwindo
drivers. Sergey Lesenko provided the changes needed for dvipdf, and Hàn Thế Thành supplied all
the information needed for pdftex. Patrick Daly kindly updated his natbib package to allow easy
integration with hyperref. Michael Mehlich’s hyper package (developed in parallel with hyperref)
showed me solutions for some problems. Hopefully the two packages will combine one day.
The forms creation section owes a great deal to: T. V. Raman, for encouragement, support and
ideas; Thomas Merz, whose book Web Publishing with Acrobat/PDF provided crucial insights; D.
P. Story, whose detailed article about pdfmarks and forms solved many practical problems; and
Hans Hagen, who explained how to do it in pdftex.
Steve Peter recreated the manual source in July 2003 after it had been lost.
Especial extra thanks to David Carlisle for the backref module, the ps2pdf and dviwindo
support, frequent general rewrites of my bad code, and for working on changes to the xr package
to suit hyperref.

13

GNU FREE DOCUMENTATION LICENSE

13

52

GNU Free Documentation License

Version 1.2, November 2002
Copyright © 2000,2001,2002 Free Software Foundation, Inc.
59 Temple Place, Suite 330, Boston, MA 02111-1307 USA
Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed.

Preamble
The purpose of this License is to make a manual, textbook, or other functional and useful document
“free” in the sense of freedom: to assure everyone the effective freedom to copy and redistribute it,
with or without modifying it, either commercially or noncommercially. Secondarily, this License
preserves for the author and publisher a way to get credit for their work, while not being considered
responsible for modifications made by others.
This License is a kind of “copyleft”, which means that derivative works of the document must
themselves be free in the same sense. It complements the GNU General Public License, which is
a copyleft license designed for free software.
We have designed this License in order to use it for manuals for free software, because free
software needs free documentation: a free program should come with manuals providing the same
freedoms that the software does. But this License is not limited to software manuals; it can be
used for any textual work, regardless of subject matter or whether it is published as a printed
book. We recommend this License principally for works whose purpose is instruction or reference.

13.1

Applicability and definitions

This License applies to any manual or other work, in any medium, that contains a notice placed
by the copyright holder saying it can be distributed under the terms of this License. Such a
notice grants a world-wide, royalty-free license, unlimited in duration, to use that work under
the conditions stated herein. The “Document”, below, refers to any such manual or work. Any
member of the public is a licensee, and is addressed as “you”. You accept the license if you copy,
modify or distribute the work in a way requiring permission under copyright law.
A “Modified Version” of the Document means any work containing the Document or a portion
of it, either copied verbatim, or with modifications and/or translated into another language.
A “Secondary Section” is a named appendix or a front-matter section of the Document that
deals exclusively with the relationship of the publishers or authors of the Document to the Document’s overall subject (or to related matters) and contains nothing that could fall directly within
that overall subject. (Thus, if the Document is in part a textbook of mathematics, a Secondary
Section may not explain any mathematics.) The relationship could be a matter of historical connection with the subject or with related matters, or of legal, commercial, philosophical, ethical or
political position regarding them.
The “Invariant Sections” are certain Secondary Sections whose titles are designated, as being
those of Invariant Sections, in the notice that says that the Document is released under this
License. If a section does not fit the above definition of Secondary then it is not allowed to be
designated as Invariant. The Document may contain zero Invariant Sections. If the Document
does not identify any Invariant Sections then there are none.
The “Cover Texts” are certain short passages of text that are listed, as Front-Cover Texts or
Back-Cover Texts, in the notice that says that the Document is released under this License. A
Front-Cover Text may be at most 5 words, and a Back-Cover Text may be at most 25 words.
A “Transparent” copy of the Document means a machine-readable copy, represented in a
format whose specification is available to the general public, that is suitable for revising the
document straightforwardly with generic text editors or (for images composed of pixels) generic

13

GNU FREE DOCUMENTATION LICENSE

53

paint programs or (for drawings) some widely available drawing editor, and that is suitable for
input to text formatters or for automatic translation to a variety of formats suitable for input to
text formatters. A copy made in an otherwise Transparent file format whose markup, or absence
of markup, has been arranged to thwart or discourage subsequent modification by readers is not
Transparent. An image format is not Transparent if used for any substantial amount of text. A
copy that is not “Transparent” is called “Opaque”.
Examples of suitable formats for Transparent copies include plain ASCII without markup,
Texinfo input format, LATEX input format, SGML or XML using a publicly available DTD, and
standard-conforming simple HTML, PostScript or PDF designed for human modification. Examples of transparent image formats include PNG, XCF and JPG. Opaque formats include proprietary formats that can be read and edited only by proprietary word processors, SGML or XML
for which the DTD and/or processing tools are not generally available, and the machine-generated
HTML, PostScript or PDF produced by some word processors for output purposes only.
The “Title Page” means, for a printed book, the title page itself, plus such following pages
as are needed to hold, legibly, the material this License requires to appear in the title page. For
works in formats which do not have any title page as such, “Title Page” means the text near the
most prominent appearance of the work’s title, preceding the beginning of the body of the text.
A section “Entitled XYZ” means a named subunit of the Document whose title either is
precisely XYZ or contains XYZ in parentheses following text that translates XYZ in another
language. (Here XYZ stands for a specific section name mentioned below, such as “Acknowledgements”, “Dedications”, “Endorsements”, or “History”.) To “Preserve the Title” of such a section
when you modify the Document means that it remains a section “Entitled XYZ” according to this
definition.
The Document may include Warranty Disclaimers next to the notice which states that this
License applies to the Document. These Warranty Disclaimers are considered to be included by
reference in this License, but only as regards disclaiming warranties: any other implication that
these Warranty Disclaimers may have is void and has no effect on the meaning of this License.

13.2

Verbatim copying

You may copy and distribute the Document in any medium, either commercially or noncommercially, provided that this License, the copyright notices, and the license notice saying this License
applies to the Document are reproduced in all copies, and that you add no other conditions whatsoever to those of this License. You may not use technical measures to obstruct or control the
reading or further copying of the copies you make or distribute. However, you may accept compensation in exchange for copies. If you distribute a large enough number of copies you must also
follow the conditions in section 13.3.
You may also lend copies, under the same conditions stated above, and you may publicly
display copies.

13.3

Copying in quantity

If you publish printed copies (or copies in media that commonly have printed covers) of the
Document, numbering more than 100, and the Document’s license notice requires Cover Texts,
you must enclose the copies in covers that carry, clearly and legibly, all these Cover Texts: FrontCover Texts on the front cover, and Back-Cover Texts on the back cover. Both covers must also
clearly and legibly identify you as the publisher of these copies. The front cover must present the
full title with all words of the title equally prominent and visible. You may add other material on
the covers in addition. Copying with changes limited to the covers, as long as they preserve the
title of the Document and satisfy these conditions, can be treated as verbatim copying in other
respects.

13

GNU FREE DOCUMENTATION LICENSE

54

If the required texts for either cover are too voluminous to fit legibly, you should put the first
ones listed (as many as fit reasonably) on the actual cover, and continue the rest onto adjacent
pages.
If you publish or distribute Opaque copies of the Document numbering more than 100, you must
either include a machine-readable Transparent copy along with each Opaque copy, or state in or
with each Opaque copy a computer-network location from which the general network-using public
has access to download using public-standard network protocols a complete Transparent copy of
the Document, free of added material. If you use the latter option, you must take reasonably
prudent steps, when you begin distribution of Opaque copies in quantity, to ensure that this
Transparent copy will remain thus accessible at the stated location until at least one year after
the last time you distribute an Opaque copy (directly or through your agents or retailers) of that
edition to the public.
It is requested, but not required, that you contact the authors of the Document well before
redistributing any large number of copies, to give them a chance to provide you with an updated
version of the Document.

13.4

Modifications

You may copy and distribute a Modified Version of the Document under the conditions of sections 13.2 and 13.3 above, provided that you release the Modified Version under precisely this
License, with the Modified Version filling the role of the Document, thus licensing distribution
and modification of the Modified Version to whoever possesses a copy of it. In addition, you must
do these things in the Modified Version:
A. Use in the Title Page (and on the covers, if any) a title distinct from that of the Document,
and from those of previous versions (which should, if there were any, be listed in the History
section of the Document). You may use the same title as a previous version if the original
publisher of that version gives permission.
B. List on the Title Page, as authors, one or more persons or entities responsible for authorship
of the modifications in the Modified Version, together with at least five of the principal
authors of the Document (all of its principal authors, if it has fewer than five), unless they
release you from this requirement.
C. State on the Title page the name of the publisher of the Modified Version, as the publisher.
D. Preserve all the copyright notices of the Document.
E. Add an appropriate copyright notice for your modifications adjacent to the other copyright
notices.
F. Include, immediately after the copyright notices, a license notice giving the public permission
to use the Modified Version under the terms of this License, in the form shown in the
Addendum below.
G. Preserve in that license notice the full lists of Invariant Sections and required Cover Texts
given in the Document’s license notice.
H. Include an unaltered copy of this License.
I. Preserve the section Entitled “History”, Preserve its Title, and add to it an item stating at
least the title, year, new authors, and publisher of the Modified Version as given on the Title
Page. If there is no section Entitled “History” in the Document, create one stating the title,
year, authors, and publisher of the Document as given on its Title Page, then add an item
describing the Modified Version as stated in the previous sentence.

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J. Preserve the network location, if any, given in the Document for public access to a Transparent copy of the Document, and likewise the network locations given in the Document
for previous versions it was based on. These may be placed in the “History” section. You
may omit a network location for a work that was published at least four years before the
Document itself, or if the original publisher of the version it refers to gives permission.
K. For any section Entitled “Acknowledgements” or “Dedications”, Preserve the Title of the
section, and preserve in the section all the substance and tone of each of the contributor
acknowledgements and/or dedications given therein.
L. Preserve all the Invariant Sections of the Document, unaltered in their text and in their
titles. Section numbers or the equivalent are not considered part of the section titles.
M. Delete any section Entitled “Endorsements”. Such a section may not be included in the
Modified Version.
N. Do not retitle any existing section to be Entitled “Endorsements” or to conflict in title with
any Invariant Section.
O. Preserve any Warranty Disclaimers.
If the Modified Version includes new front-matter sections or appendices that qualify as Secondary Sections and contain no material copied from the Document, you may at your option
designate some or all of these sections as invariant. To do this, add their titles to the list of
Invariant Sections in the Modified Version’s license notice. These titles must be distinct from any
other section titles.
You may add a section Entitled “Endorsements”, provided it contains nothing but endorsements of your Modified Version by various parties–for example, statements of peer review or that
the text has been approved by an organization as the authoritative definition of a standard.
You may add a passage of up to five words as a Front-Cover Text, and a passage of up to
25 words as a Back-Cover Text, to the end of the list of Cover Texts in the Modified Version.
Only one passage of Front-Cover Text and one of Back-Cover Text may be added by (or through
arrangements made by) any one entity. If the Document already includes a cover text for the
same cover, previously added by you or by arrangement made by the same entity you are acting
on behalf of, you may not add another; but you may replace the old one, on explicit permission
from the previous publisher that added the old one.
The author(s) and publisher(s) of the Document do not by this License give permission to use
their names for publicity for or to assert or imply endorsement of any Modified Version.

13.5

Combining documents

You may combine the Document with other documents released under this License, under the terms
defined in section 13.4 above for modified versions, provided that you include in the combination
all of the Invariant Sections of all of the original documents, unmodified, and list them all as
Invariant Sections of your combined work in its license notice, and that you preserve all their
Warranty Disclaimers.
The combined work need only contain one copy of this License, and multiple identical Invariant
Sections may be replaced with a single copy. If there are multiple Invariant Sections with the same
name but different contents, make the title of each such section unique by adding at the end of
it, in parentheses, the name of the original author or publisher of that section if known, or else a
unique number. Make the same adjustment to the section titles in the list of Invariant Sections
in the license notice of the combined work.

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In the combination, you must combine any sections Entitled “History” in the various original
documents, forming one section Entitled “History”; likewise combine any sections Entitled “Acknowledgements”, and any sections Entitled “Dedications”. You must delete all sections Entitled
“Endorsements”.

13.6

Collections of documents

You may make a collection consisting of the Document and other documents released under this
License, and replace the individual copies of this License in the various documents with a single
copy that is included in the collection, provided that you follow the rules of this License for
verbatim copying of each of the documents in all other respects.
You may extract a single document from such a collection, and distribute it individually under
this License, provided you insert a copy of this License into the extracted document, and follow
this License in all other respects regarding verbatim copying of that document.

13.7

Aggregation with independent works

A compilation of the Document or its derivatives with other separate and independent documents
or works, in or on a volume of a storage or distribution medium, is called an “aggregate” if the
copyright resulting from the compilation is not used to limit the legal rights of the compilation’s
users beyond what the individual works permit. When the Document is included in an aggregate,
this License does not apply to the other works in the aggregate which are not themselves derivative
works of the Document.
If the Cover Text requirement of section 13.3 is applicable to these copies of the Document,
then if the Document is less than one half of the entire aggregate, the Document’s Cover Texts may
be placed on covers that bracket the Document within the aggregate, or the electronic equivalent
of covers if the Document is in electronic form. Otherwise they must appear on printed covers
that bracket the whole aggregate.

13.8

Translation

Translation is considered a kind of modification, so you may distribute translations of the Document under the terms of section 13.4. Replacing Invariant Sections with translations requires
special permission from their copyright holders, but you may include translations of some or all
Invariant Sections in addition to the original versions of these Invariant Sections. You may include
a translation of this License, and all the license notices in the Document, and any Warranty Disclaimers, provided that you also include the original English version of this License and the original
versions of those notices and disclaimers. In case of a disagreement between the translation and
the original version of this License or a notice or disclaimer, the original version will prevail.
If a section in the Document is Entitled “Acknowledgements”, “Dedications”, or “History”, the
requirement (section 13.4) to Preserve its Title (section 13.1) will typically require changing the
actual title.

13.9

Termination

You may not copy, modify, sublicense, or distribute the Document except as expressly provided
for under this License. Any other attempt to copy, modify, sublicense or distribute the Document
is void, and will automatically terminate your rights under this License. However, parties who
have received copies, or rights, from you under this License will not have their licenses terminated
so long as such parties remain in full compliance.

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13.10

57

Future revisions of this license

The Free Software Foundation may publish new, revised versions of the GNU Free Documentation
License from time to time. Such new versions will be similar in spirit to the present version, but
may differ in detail to address new problems or concerns. See http://www.gnu.org/copyleft/.
Each version of the License is given a distinguishing version number. If the Document specifies
that a particular numbered version of this License “or any later version” applies to it, you have the
option of following the terms and conditions either of that specified version or of any later version
that has been published (not as a draft) by the Free Software Foundation. If the Document does
not specify a version number of this License, you may choose any version ever published (not as
a draft) by the Free Software Foundation.

Addendum: how to use this license for your documents
To use this License in a document you have written, include a copy of the License in the document
and put the following copyright and license notices just after the title page:
Copyright © YEAR YOUR NAME. Permission is granted to copy, distribute and/or
modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation; with no
Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of the
license is included in the section entitled “GNU Free Documentation License”.
If you have Invariant Sections, Front-Cover Texts and Back-Cover Texts, replace the
“with...Texts.” line with this:
with the Invariant Sections being LIST THEIR TITLES, with the Front-Cover Texts being
LIST, and with the Back-Cover Texts being LIST.
If you have Invariant Sections without Cover Texts, or some other combination of the three,
merge those two alternatives to suit the situation.
If your document contains nontrivial examples of program code, we recommend releasing these
examples in parallel under your choice of free software license, such as the GNU General Public
License, to permit their use in free software.



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