Tagging Tables

Table, Table Wrapper, and Table Group
There are three similar sounding elements for tagging tables:
The element containing the rows and columns of tabular table material. The Tag Suite default element is <table>, taken from the NISO JATS XHTML-inspired table model. The OASIS XML Exchange (CALS) table model can also be used with the Tag Suite, and the name for the similar rows-and-columns element is typically “<oasis:table>”.
Element that represents the complete table. This includes the row-and-column data, table number, table caption including the table title, and any table footnotes or general notes attached to the table. If the complete table includes a label (such as “Table 3”) and it should appear in a List of Tables for the publication, then it is tagged with the <table-wrap> element.
A logical or display grouping of more than one complete table (<table-wrap>).
Table Wrapper
Simply put, the <table-wrap> is a container for tables. Here is a <table-wrap> element that contains nothing but a NISO JATS <table> element inside it:
...
<table-wrap>
 <table frame="box">
  <thead>
   <tr>
    <th>Color</th>
    <th>Size</th>
    <th>Price</th>
   </tr>
  </thead>
  
  <tbody>
   <tr>
    <td rowspan="3">Green</td>
    <td>small</td>
    <td>$3.25</td>
   </tr>

   <tr>
    <td>medium</td>
    <td>$2.25</td>
   </tr>
  
   <tr>
    <td>large</td>
    <td>$1.15</td>
   </tr>
  
   <tr>
    <td rowspan="3">Red</td>
    <td>small</td>
    <td>$3.25</td>
   </tr>
  
   <tr>
    <td>medium</td>
    <td>$5.25</td>
   </tr>
  
   <tr>
    <td>large</td>
    <td>$9.95</td>
   </tr>
  </tbody>
 </table>
</table-wrap>
...
The <table-wrap> element also provides a uniform place to put information such as a table number (<label>) and table title and caption (both in <caption>). The element <table-wrap> can also contain a <table-wrap-foot>, as a place to put table footnotes and other information.
<table-wrap id="TN0.170">
 <label>Table 17.</label>
 <caption>
  <title>Patient Care at End of Follow Up</title>
  <p>Numbers of patients receiving institutional care at
   the end of scheduled follow up and use of hospital beds
   among those allocated to day hospital or alternative
   services</p>
 </caption>
 <table frame="box" rules="all" cellpadding="5">...</table>
 <table-wrap-foot>
  <fn-group>
   <fn id="TF1-150"><p>Data not available for 1 trial.</p></fn>
   <fn id="TF1-151"><p>P&#x003C;0.05 (random effects model).</p></fn>
  </fn-group>
 </table-wrap-foot>
</table-wrap>
Nested Tables
The table models in the JATS do not allow nested tables. That is, a table cell (e.g., <td>) may not contain a table. However, table cells may contain <array>s. This allows a table cell to contain nested row/column structures but does not allow a table cell to contain tables with caption, headers, and such.
Non-tabular Tables
It is possible that a <table-wrap> will not contain a <table> element at all, since objects that are identified as tables need not contain tabular material. While a <table-wrap> may contain the rows and columns of a table element as just shown (using the NISO JATS XHTML-inspired table <table> or the OASIS XML Exchange (CALS) table model <oasis:table>), in place of explicit table elements, a table may contain only:
  • one or more graphics,
  • a bulleted or numbered list,
  • a definition list,
  • paragraphs of material, or
  • a mixture of these elements.
Here is a table that has no tabular material in it because the tabular portion is represented as a graphic:
...
<table-wrap id="Table-07">
 <caption>
  <title>2008 Expenditures</title>
  <p>Total research expenditures by disease, 2008</p>
 </caption>
 <graphic xlink:href="totals.jpeg">
  <alt-text>Distribution of research spending for major
   diseases.</alt-text>
  <object-id>314159</object-id>
 </graphic>
 <attrib>Reprinted courtesy of TableSource, Inc.</attrib>
</table-wrap>
...
Here is another non-tabular table:
<table-wrap id="Table-05">
 <caption>
  <title>Show and Tell Program</title>
 </caption>
 <list list-type="order">
  <list-item><label>1.</label><p>Poodle</p></list-item>
  <list-item><label>2.</label><p>Persian Cat</p></list-item>
  <list-item><label>3.</label><p>Weaver Finches</p></list-item>
  <list-item><label>4.</label><p>Gecko</p></list-item>
 </list>
 <attrib>Reprinted courtesy of YourSchool.edu</attrib>
 <permissions>
  <copyright-statement>&copy; 2008</copyright-statement>
 </permissions>
</table-wrap>
Table Group
Some complex tables may consist of a single table wrapper (<table-wrap>) containing one or more small tables that represent one logical tabular area. For example, one part of the display might be 3 rows by 10 columns, the next part might be 5 rows by 2 columns, and the last part may return to 10 columns for 6 more rows. Each tabular area can be tagged with a NISO JATS <table> element (or an OASIS XML Exchange (CALS) <oasis:table> element), and paragraphs of text may be interspersed between the tabular material. In the United States, tax tables are frequently this type of table.
In the example just explained, three <table>s equaled one <table-wrap> and not a <table-wrap-group>. A <table-wrap-group> contains multiple <table-wrap> elements, each of which typically has a table number, caption or title, and tabular material. The entire group may also be given a collective label and caption. Table groups are frequently a print artifact, where several tables are clustered on a page for better display. The <table-wrap-group> element has been provided to capture these as well as semantic or logical groupings. Here is an abbreviated <table-wrap-group>:
...
<table-wrap-group id="Table-grp-06">
 <label>Special Section II.</label>
 <caption><title>Tables 3 through 5</title></caption>
 <table-wrap id="Table-03">
  <label>Table 3</label>
  <caption><p>...</p></caption>
  <graphic xlink:href="..."></graphic>
 </table-wrap>
 <table-wrap id="Table-04">
  <label>Table 4</label>
  <caption><p>...</p></caption>
  <graphic xlink:href="..."></graphic>
 </table-wrap>
 <table-wrap id="Table-05">
  <label>Table 5</label>
  <caption><p>...</p></caption>
  <graphic xlink:href="..."></graphic>
 </table-wrap>
</table-wrap-group>
...
Table Formatting
By default, this Tag Set uses the NISO JATS XHTML-inspired table model (based on and designed to be converted easily to the XHTML 1.1 Table Model). This model matches the needs of web browsers and can support (at least roughly) most table display formatting.
Format is indicated in one of two ways in a NISO JATS default table, using multiple single-purpose attributes for simple formatting, or making more complex formats using the @style attribute.
Simple Formatting with Attributes
Simple format information can be indicated with the following attributes:
  • @border controls borders around all of the cells in a table,
  • @cellpadding controls space between the text and any borders in the cells of the table,
  • @cellspacing controls space between the cells of the table,
  • @frame controls the “box” around the whole table,
  • @rules controls rules between groupings in the table (rows, columns, column groups, etc.), and
  • @width controls the width of the entire table or columns within the table.
To illustrate use of the @rules attribute, here is a table with rules on the rows:
...
<table-wrap>
 <table rules="rows">
  <thead>
   <tr>
    <th>Color</th>
    <th>Size</th>
    <th>Price</th>
   </tr>
  </thead>
  
  <tbody>
   <tr>
    <td rowspan="3">Green</td>
    <td>small</td>
    <td>$3.25</td>
   </tr>

   <tr>
    <td>medium</td>
    <td>$2.25</td>
   </tr>

   <tr>
    <td>large</td>
    <td>$1.15</td>
   </tr>

   <tr>
    <td rowspan="3">Red</td>
    <td>small</td>
    <td>$3.25</td>
   </tr>
  
   <tr>
   <td>medium</td>
   <td>$5.25</td>
   </tr>
  
   <tr>
    <td>large</td>
    <td>$9.95</td>
   </tr>
  </tbody>
 </table>
</table-wrap>
...
../graphics/tablesample1.jpg
Here is the same table, without the rules, to demonstrate use of the @frame attribute:
...
<table-wrap>
 <table frame="box">
  <thead>
   <tr>
    <th>Color</th>
    <th>Size</th>
    <th>Price</th>
   </tr>
  </thead>
  
  <tbody>
   <tr>
    <td rowspan="3">Green</td>
    <td>small</td>
    <td>$3.25</td>
   </tr>

   <tr>
    <td>medium</td>
    <td>$2.25</td>
   </tr>
  
   <tr>
    <td>large</td>
    <td>$1.15</td>
   </tr>
  
   <tr>
    <td rowspan="3">Red</td>
    <td>small</td>
    <td>$3.25</td>
   </tr>
  
   <tr>
    <td>medium</td>
    <td>$5.25</td>
   </tr>
  
   <tr>
    <td>large</td>
    <td>$9.95</td>
   </tr>
  </tbody>
 </table>
</table-wrap>
...
../graphics/tablesample2.jpg
And here is the @border attribute:
...
<table-wrap>
 <table border="1">
  <thead>
   <tr>
    <th>Color</th>
    <th>Size</th>
    <th>Price</th>
   </tr>
  </thead>
  
  <tbody>
   <tr>
    <td rowspan="3">Green</td>
    <td>small</td>
    <td>$3.25</td>
   </tr>
  
   <tr>
    <td>medium</td>
    <td>$2.25</td>
   </tr>
  
   <tr>
    <td>large</td>
    <td>$1.15</td>
   </tr>
  
   <tr>
    <td rowspan="3">Red</td>
    <td>small</td>
    <td>$3.25</td>
   </tr>
  
   <tr>
    <td>medium</td>
    <td>$5.25</td>
   </tr>
  
   <tr>
    <td>large</td>
    <td>$9.95</td>
   </tr>
  </tbody>
 </table>    
</table-wrap>
...
../graphics/tablesample3.jpg
Formatting with Style
All the tables just shown are all relatively simple formats. More complex table formatting is done using the @style attribute, which contains CSS instructions. Key to understanding how the CSS in tables works is that instructions on smaller portions override those on larger portions of the table. For example, if a background color is provided for the whole table and a different background color is specified for a row, everything in the table will be the first background color except that row, which will have the second. Similarly, if borders are specified for a <colgroup>, they will apply to the whole <colgroup> unless a different border is specified for one cell (<th> or <td>), in which case that cell will have the override.
Here is a sample, in code and image, of a relatively complex table, formatted using a variety of techniques including CSS in the @style attribute, controlling alignment with the @align attribute, and a few spans.
...
<table-wrap>
 <table rules="groups">
  <colgroup style="border-right: hidden"><col/></colgroup>
  <colgroup style="border-right: solid thin"><col/><col/><col/></colgroup>
  <colgroup><col/><col/><col/></colgroup>

  <tr>
   <th></th>
   <th colspan="3" style="border-bottom: solid">1974-75</th>
   <th colspan="3" style="border-bottom: solid">1983-84</th>
  </tr>
  
  <tr>
   <th></th>
   <th style="border-bottom: solid thin">Public</th>
   <th style="border-bottom: solid thin">Private</th>
   <th style="border-bottom: solid thin">Total</th>
   <th style="border-bottom: solid thin">Public</th>
   <th style="border-bottom: solid thin">Private</th>
   <th style="border-bottom:  solid thin">Total</th>
  </tr>

  <tr>
   <td style="background: lightgrey" colspan="7">Preschool</td>
  </tr>
  
  <tr>
   <td>Schools</td>
   <td align="right">n.a.</td>
   <td align="right">n.a.</td>
   <td align="right">n.a.</td>
   <td align="right">n.a.</td>
   <td align="right">n.a.</td>
   <td align="right">n.a.</td>
  </tr>

  <tr>
   <td>Teachers</td>
   <td align="right">2,986</td>
   <td align="right">1,252</td>
   <td align="right">4,238</td>
   <td align="right">15,440</td>
   <td align="right">4,008</td>
   <td align="right">19,448</td>
  </tr>

  <tr>
   <td>Enrollment</td>
   <td align="right">108,500</td>
   <td align="right">43,800</td>
   <td align="right">152,300</td>
   <td align="right">442,700</td>
   <td align="right">80,600</td>
   <td align="right">523,300</td>
  </tr>
  
  <tr>
   <td style="background: lightgrey" colspan="7">Primary</td>
  </tr>
  
  <tr>
   <td>Schools</td>
   <td align="right">9,982</td>
   <td align="right">1,116</td>
   <td align="right">11,098</td>
   <td align="right">11,397</td>
   <td align="right">1,285</td>
   <td align="right">12,682</td>
  </tr>

  <tr>
   <td>Teachers</td>
   <td align="right">54,276</td>
   <td align="right">8,922</td>
   <td align="right">63,198</td>
   <td align="right">71,454</td>
   <td align="right">9,176</td>
   <td align="right">80,630</td>
  </tr>
  
  <tr>
   <td>Enrollment</td>
   <td align="right">1,764,100</td>
   <td align="right">226,000</td>
   <td align="right">1,990,100</td>
   <td align="right">2,338,400</td>
   <td align="right">303,000</td>
   <td align="right">2,641,400</td>
  </tr>
  
  <tr>
   <td style="background: lightgrey" colspan="7">Secondary</td>
  </tr>

  <tr>
   <td>Schools</td>
   <td align="right">735</td>
   <td align="right">438</td>
   <td align="right">1,173</td>
   <td align="right">1,486</td>
   <td align="right">710</td>
   <td align="right">2,196</td>
  </tr>
  
  <tr>
   <td>Teachers</td>
   <td align="right">24,222</td>
   <td align="right">9,133</td>
   <td align="right">33,355</td>
   <td align="right">41,350</td>
   <td align="right">13,964</td>
   <td align="right">55,314</td>
  </tr>
  
  <tr>
   <td>Enrollment</td>
   <td align="right">513,100</td>
   <td align="right">118,100</td>
   <td align="right">631,200</td>
   <td align="right">786,200</td>
   <td align="right">177,200</td>
   <td align="right">963,400</td>
  </tr>

  <tr>
   <td style="background: lightgrey" colspan="7">Higher Education</td>
  </tr>
  
  <tr>
   <td>Schools</td>
   <td align="right">26</td>
   <td align="right">12</td>
   <td align="right">38</td>
   <td align="right">535</td>
   <td align="right">275</td>
   <td align="right">805</td>
  </tr>
  
  <tr>
   <td>Teachers</td>
   <td align="right">13,228</td>
   <td align="right">1,376</td>
   <td align="right">14,604</td>
   <td align="right">24,633</td>
   <td align="right">4,072</td>
   <td align="right">28,705</td>
  </tr>

  <tr>
   <td>Enrollment</td>
   <td align="right">172,100</td>
   <td align="right">21,200</td>
   <td align="right">193,300</td>
   <td align="right">320,800</td>
   <td align="right">63,900</td>
   <td align="right">384,700</td>
  </tr>
 </table>
</table-wrap>
...
../graphics/tablesample4.jpg
Table Models
By default, this Tag Set uses the XHTML-inspired table model, as defined in the NISO JATS XHTML-inspired Table Module. However, this Tag Set can be set up to use the OASIS XML Exchange (CALS) table model either instead of or in addition to the XHTML-inspired model. The modules that enable the OASIS XML Exchange (CALS) table model are distributed as part of this Tag Set, and a separate OASIS XML Exchange (CALS) Table Tag Library (https://jats.nlm.nih.gov/options/OASIS/tag-library/19990315/index.html) describes the OASIS XML Exchange (CALS) table model elements, attributes, and parameter entities.
To enable two different tagging schemes for the same material (row and column tables), all OASIS elements have been given a namespace and use the namespace prefix “oasis”. Since DTDs do not really work with namespaces, the namespace prefix has been hard-coded into the names of the OASIS table elements. This differentiates the two sets of table elements, allowing both XHTML-inspired and OASIS XML Exchange (CALS) table models to be used together.
To illustrate how this works and for use by the user community, two separate OASIS XML Exchange (CALS) Publishing DTDs have been made available as part of this Tag Set. They both use the OASIS XML Exchange (CALS) table elements instead of the NISO JATS XHTML-inspired table elements (filenames: JATS-journalpublishing-oasis-article1-3.dtd and JATS-journalpublishing-oasis-article1-3-mathml3.dtd).
NISO JATS XHTML-inspired Tables: The modules that implement the XHTML-inspired Table coding are:
  • The NISO JATS XHTML-inspired Table Setup Module (JATS-XHTMLtablesetup1-3.ent) Sets all the parameter entities needed by the NISO JATS table model, and then references (invokes) the XHTML-inspired Table Module. (See next item.)
    To include the NISO JATS XHTML-inspired table model in a tag set, a DTD must reference this module.
  • XHTML-inspired Table Module (xhtml-table-1.mod) The XML DTD version of the XHTML Table Module, which contains the NISO JATS version of the W3C-developed XHTML table model. This module is invoked from the module %XHTMLtablesetup.ent;. (See previous item.)
  • XHTML-inspired Table Style Module (xhtml-inlstyle-1.mod) Declares the @style attribute, which supports inline style markup for elements such as <td> and <tr> within the XHTML-inspired table.
OASIS CALS Tables: The XHTML-inspired table model is the NISO JATS default, but versions of the models (DTD, XSD, and RNG) have been provided for archives and publishers that use the OASIS XML Exchange (CALS) table model. As set up, these are separate models that define both the XHTML-inspired and the OASIS Exchange (CALS) table models, with the OASIS table model namespaced (prefix “oasis”) to prevent name clashes. An XML expert can readily turn off the NISO JATS XHTML-based model and (once there is only the single OASIS Exchange (CALS) table model) remove the OASIS namespace using NISO JATS-provided overrides (the OASIS Table Module need not be touched). The following files are necessary to use the OASIS Exchange (CALS) table model:
  • Journal Publishing DTD with OASIS Tables (JATS-journalpublishing-oasis-article1-3.dtd) Complete Publishing DTD for the creation of new journal articles. This extension of the Journal Publishing DTD replaces the Publishing DTD module and invokes both the XHTML table and the CALS OASIS XML Exchange Table models.
  • Journal Publishing DTD with OASIS Tables DTD-Specific Modules (JATS-journalpub-oasis-custom-modules1-3.ent) The DTD-specific modules for the new Journal Publishing DTD that includes OASIS Tables.
  • Journal Publishing DTD with OASIS Tables Customize Classes (JATS-journalpub-oasis-custom-classes1-3.ent) The class overrides for this new DTD. These repeat all the class overrides of the regular Publishing DTD, with the table and alternative classes modified to use the OASIS XML Exchange (CALS) table elements. There is no equivalent mix override module because this DTD uses the ordinary Publishing mix overrides.
  • JATS OASIS Table Namespace Module (JATS-oasis-namespace1-3.ent) This module establishes the prefix for the OASIS Exchange (CALS) table model, by default “oasis” (“<oasis:table>”).
  • JATS Namespaced OASIS XML Table Setup Module (JATS-oasis-tablesetup1-3.ent) Sets all the parameter entities needed by the OASIS XML Exchange (CALS) table model, and then references (invokes) the OASIS XML Exchange (CALS) Table Model Module for declarations of all the table elements.
  • OASIS XML Exchange (CALS) Table Model Module (oasis-exchange.ent) This is the OASIS XML Exchange (CALS) table model DTD fragment, modified to use the OASIS namespace and the “oasis” prefix. This module is invoked from the JATS OASIS XML Exchange (CALS) setup module.
Multi-Language Tables
JATS provides several ways to assist users who wish to tag the same table in multiple languages. The entire table may be repeated (once for each language variant) using <block-alternatives> element, or only the <label> and <caption> elements within a single table may be repeated, once for each language.
One Table for Each Language
The element <block-alternatives> can be used to hold two or more versions of the same table, each in a different language. The <table-wrap> content (graphic, table, list, whatever) may be the same, differing only in external structures such as labels, captions, footnotes, etc. Or the entire narrative or graphic content may be in a different language. The appropriate table can be chosen at display or production time, based on language attributes or other criteria.
  <block-alternatives>
    <table-wrap xml:lang="a">...</table-wrap>
    <table-wrap xml:lang="b">...</table-wrap>
    <table-wrap xml:lang="c">...</table-wrap>
    </block-alternatives>
Usage: The major use case for <block-alternatives> is multiple versions, probably multiple language versions, of a table. For example, a typical use case is an article in a printed journal which contains a table in Portuguese and the same article when presented online with that table in English (identical tables). Another typical use case is a table provided two or three times as alternatives in a single output format, one table for each language.
Comparison to Table Wrap Group: A group of logically identical but differently marked-up tables is a <block-alternatives> rather than a table wrap group. The element <table-wrap-group> is defined as a collection of related tables, rather than multiples of the same table. A table wrap group containing 6 tables counts as 6 tables; a <block-alternatives> element containing 6 tables would count as a single table, with 6 processing alternatives.
Comparison to Alternatives: A group of processing alternatives inside a single table does not use <block-alternatives>. The element <alternatives> holds different processing versions of the same table (like a graphic and MathML), inside a single <table-wrap>. The element <block-alternatives> holds multiple versions of that single table (multiple <table-wrap> elements), each different in some aspect.
Multiple Labels and Captions inside One Table
Multiple <label> and <caption> elements in different languages can be placed within a single table (<table-wrap>). Typically, there is one label and caption for each language, differentiated by @xml:lang attributes:
  <table-wrap>
	<label xml:lang="pt">Tabela 1</label>
	<label xml:lang="en">Table 1</label>

	<caption xml:lang="pt"><title>...</title></caption>
	<caption xml:lang="en"><title>...</title></caption>

	<table frame="hsides" rules="groups">
	   ...
	</table>
  </table-wrap>
Processing Implications: To associate the related language caption and label more closely, for example, to place them on the same line for display, a processing system can match on the @xml:lang attributes (or other selectors as needed).