uh_parser/XML/SAX/Intro.pod
changeset 177 6d3c3db11e72
--- /dev/null	Thu Jan 01 00:00:00 1970 +0000
+++ b/uh_parser/XML/SAX/Intro.pod	Wed Mar 03 16:51:26 2010 +0000
@@ -0,0 +1,407 @@
+=head1 NAME
+
+XML::SAX::Intro - An Introduction to SAX Parsing with Perl
+
+=head1 Introduction
+
+XML::SAX is a new way to work with XML Parsers in Perl. In this article
+we'll discuss why you should be using SAX, why you should be using
+XML::SAX, and we'll see some of the finer implementation details. The
+text below assumes some familiarity with callback, or push based
+parsing, but if you are unfamiliar with these techniques then a good
+place to start is Kip Hampton's excellent series of articles on XML.com.
+
+=head1 Replacing XML::Parser
+
+The de-facto way of parsing XML under perl is to use Larry Wall and
+Clark Cooper's XML::Parser. This module is a Perl and XS wrapper around
+the expat XML parser library by James Clark. It has been a hugely
+successful project, but suffers from a couple of rather major flaws.
+Firstly it is a proprietary API, designed before the SAX API was
+conceived, which means that it is not easily replaceable by other
+streaming parsers. Secondly it's callbacks are subrefs. This doesn't
+sound like much of an issue, but unfortunately leads to code like:
+
+  sub handle_start {
+    my ($e, $el, %attrs) = @_;
+    if ($el eq 'foo') {
+      $e->{inside_foo}++; # BAD! $e is an XML::Parser::Expat object.
+    }
+  }
+
+As you can see, we're using the $e object to hold our state
+information, which is a bad idea because we don't own that object - we
+didn't create it. It's an internal object of XML::Parser, that happens
+to be a hashref. We could all too easily overwrite XML::Parser internal
+state variables by using this, or Clark could change it to an array ref
+(not that he would, because it would break so much code, but he could).
+
+The only way currently with XML::Parser to safely maintain state is to
+use a closure:
+
+  my $state = MyState->new();
+  $parser->setHandlers(Start => sub { handle_start($state, @_) });
+
+This closure traps the $state variable, which now gets passed as the
+first parameter to your callback. Unfortunately very few people use
+this technique, as it is not documented in the XML::Parser POD files.
+
+Another reason you might not want to use XML::Parser is because you
+need some feature that it doesn't provide (such as validation), or you
+might need to use a library that doesn't use expat, due to it not being
+installed on your system, or due to having a restrictive ISP. Using SAX
+allows you to work around these restrictions.
+
+=head1 Introducing SAX
+
+SAX stands for the Simple API for XML. And simple it really is.
+Constructing a SAX parser and passing events to handlers is done as
+simply as:
+
+  use XML::SAX;
+  use MySAXHandler;
+  
+  my $parser = XML::SAX::ParserFactory->parser(
+  	Handler => MySAXHandler->new
+  );
+  
+  $parser->parse_uri("foo.xml");
+
+The important concept to grasp here is that SAX uses a factory class
+called XML::SAX::ParserFactory to create a new parser instance. The
+reason for this is so that you can support other underlying
+parser implementations for different feature sets. This is one thing
+that XML::Parser has always sorely lacked.
+
+In the code above we see the parse_uri method used, but we could
+have equally well
+called parse_file, parse_string, or parse(). Please see XML::SAX::Base
+for what these methods take as parameters, but don't be fooled into
+believing parse_file takes a filename. No, it takes a file handle, a
+glob, or a subclass of IO::Handle. Beware.
+
+SAX works very similarly to XML::Parser's default callback method,
+except it has one major difference: rather than setting individual
+callbacks, you create a new class in which to recieve the callbacks.
+Each callback is called as a method call on an instance of that handler
+class. An example will best demonstrate this:
+
+  package MySAXHandler;
+  use base qw(XML::SAX::Base);
+  
+  sub start_document {
+    my ($self, $doc) = @_;
+    # process document start event
+  }
+  
+  sub start_element {
+    my ($self, $el) = @_;
+    # process element start event
+  }
+
+Now, when we instantiate this as above, and parse some XML with this as
+the handler, the methods start_document and start_element will be
+called as method calls, so this would be the equivalent of directly
+calling:
+
+  $object->start_element($el);
+
+Notice how this is different to XML::Parser's calling style, which
+calls:
+
+  start_element($e, $name, %attribs);
+
+It's the difference between function calling and method calling which
+allows you to subclass SAX handlers which contributes to SAX being a
+powerful solution.
+
+As you can see, unlike XML::Parser, we have to define a new package in
+which to do our processing (there are hacks you can do to make this
+uneccessary, but I'll leave figuring those out to the experts). The
+biggest benefit of this is that you maintain your own state variable
+($self in the above example) thus freeing you of the concerns listed
+above. It is also an improvement in maintainability - you can place the
+code in a separate file if you wish to, and your callback methods are
+always called the same thing, rather than having to choose a suitable
+name for them as you had to with XML::Parser. This is an obvious win.
+
+SAX parsers are also very flexible in how you pass a handler to them.
+You can use a constructor parameter as we saw above, or we can pass the
+handler directly in the call to one of the parse methods:
+
+  $parser->parse(Handler => $handler, 
+                 Source => { SystemId => "foo.xml" });
+  # or...
+  $parser->parse_file($fh, Handler => $handler);
+
+This flexibility allows for one parser to be used in many different
+scenarios throughout your script (though one shouldn't feel pressure to
+use this method, as parser construction is generally not a time
+consuming process).
+
+=head1 Callback Parameters
+
+The only other thing you need to know to understand basic SAX is the
+structure of the parameters passed to each of the callbacks. In
+XML::Parser, all parameters are passed as multiple options to the
+callbacks, so for example the Start callback would be called as
+my_start($e, $name, %attributes), and the PI callback would be called
+as my_processing_instruction($e, $target, $data). In SAX, every
+callback is passed a hash reference, containing entries that define our
+"node". The key callbacks and the structures they receive are:
+
+=head2 start_element
+
+The start_element handler is called whenever a parser sees an opening
+tag. It is passed an element structure consisting of:
+
+=over 4
+
+=item LocalName
+
+The name of the element minus any namespace prefix it may
+have come with in the document.
+
+=item NamespaceURI
+
+The URI of the namespace associated with this element,
+or the empty string for none.
+
+=item Attributes
+
+A set of attributes as described below.
+
+=item Name
+
+The name of the element as it was seen in the document (i.e.
+including any prefix associated with it)
+
+=item Prefix
+
+The prefix used to qualify this element's namespace, or the 
+empty string if none.
+
+=back
+
+The B<Attributes> are a hash reference, keyed by what we have called
+"James Clark" notation. This means that the attribute name has been
+expanded to include any associated namespace URI, and put together as
+{ns}name, where "ns" is the expanded namespace URI of the attribute if
+and only if the attribute had a prefix, and "name" is the LocalName of
+the attribute.
+
+The value of each entry in the attributes hash is another hash
+structure consisting of:
+
+=over 4
+
+=item LocalName
+
+The name of the attribute minus any namespace prefix it may have
+come with in the document.
+
+=item NamespaceURI
+
+The URI of the namespace associated with this attribute. If the 
+attribute had no prefix, then this consists of just the empty string.
+
+=item Name
+
+The attribute's name as it appeared in the document, including any 
+namespace prefix.
+
+=item Prefix
+
+The prefix used to qualify this attribute's namepace, or the 
+empty string if none.
+
+=item Value
+
+The value of the attribute.
+
+=back
+
+So a full example, as output by Data::Dumper might be:
+
+  ....
+
+=head2 end_element
+
+The end_element handler is called either when a parser sees a closing
+tag, or after start_element has been called for an empty element (do
+note however that a parser may if it is so inclined call characters
+with an empty string when it sees an empty element. There is no simple
+way in SAX to determine if the parser in fact saw an empty element, a
+start and end element with no content..
+
+The end_element handler receives exactly the same structure as
+start_element, minus the Attributes entry. One must note though that it
+should not be a reference to the same data as start_element receives,
+so you may change the values in start_element but this will not affect
+the values later seen by end_element.
+
+=head2 characters
+
+The characters callback may be called in serveral circumstances. The
+most obvious one is when seeing ordinary character data in the markup.
+But it is also called for text in a CDATA section, and is also called
+in other situations. A SAX parser has to make no guarantees whatsoever
+about how many times it may call characters for a stretch of text in an
+XML document - it may call once, or it may call once for every
+character in the text. In order to work around this it is often
+important for the SAX developer to use a bundling technique, where text
+is gathered up and processed in one of the other callbacks. This is not
+always necessary, but it is a worthwhile technique to learn, which we
+will cover in XML::SAX::Advanced (when I get around to writing it).
+
+The characters handler is called with a very simple structure - a hash
+reference consisting of just one entry:
+
+=over 4
+
+=item Data
+
+The text data that was received.
+
+=back
+
+=head2 comment
+
+The comment callback is called for comment text. Unlike with
+C<characters()>, the comment callback *must* be invoked just once for an
+entire comment string. It receives a single simple structure - a hash
+reference containing just one entry:
+
+=over 4
+
+=item Data
+
+The text of the comment.
+
+=back
+
+=head2 processing_instruction
+
+The processing instruction handler is called for all processing
+instructions in the document. Note that these processing instructions
+may appear before the document root element, or after it, or anywhere
+where text and elements would normally appear within the document,
+according to the XML specification.
+
+The handler is passed a structure containing just two entries:
+
+=over 4
+
+=item Target
+
+The target of the processing instrcution
+
+=item Data
+
+The text data in the processing instruction. Can be an empty
+string for a processing instruction that has no data element. 
+For example E<lt>?wiggle?E<gt> is a perfectly valid processing instruction.
+
+=back
+
+=head1 Tip of the iceberg
+
+What we have discussed above is really the tip of the SAX iceberg. And
+so far it looks like there's not much of interest to SAX beyond what we
+have seen with XML::Parser. But it does go much further than that, I
+promise.
+
+People who hate Object Oriented code for the sake of it may be thinking
+here that creating a new package just to parse something is a waste
+when they've been parsing things just fine up to now using procedural
+code. But there's reason to all this madness. And that reason is SAX
+Filters.
+
+As you saw right at the very start, to let the parser know about our
+class, we pass it an instance of our class as the Handler to the
+parser. But now imagine what would happen if our class could also take
+a Handler option, and simply do some processing and pass on our data
+further down the line? That in a nutshell is how SAX filters work. It's
+Unix pipes for the 21st century!
+
+There are two downsides to this. Number 1 - writing SAX filters can be
+tricky. If you look into the future and read the advanced tutorial I'm
+writing, you'll see that Handler can come in several shapes and sizes.
+So making sure your filter does the right thing can be tricky.
+Secondly, constructing complex filter chains can be difficult, and
+simple thinking tells us that we only get one pass at our document,
+when often we'll need more than that.
+
+Luckily though, those downsides have been fixed by the release of two
+very cool modules. What's even better is that I didn't write either of
+them!
+
+The first module is XML::SAX::Base. This is a VITAL SAX module that
+acts as a base class for all SAX parsers and filters. It provides an
+abstraction away from calling the handler methods, that makes sure your
+filter or parser does the right thing, and it does it FAST. So, if you
+ever need to write a SAX filter, which if you're processing XML -> XML,
+or XML -> HTML, then you probably do, then you need to be writing it as
+a subclass of XML::SAX::Base. Really - this is advice not to ignore
+lightly. I will not go into the details of writing a SAX filter here.
+Kip Hampton, the author of XML::SAX::Base has covered this nicely in
+his article on XML.com here <URI>.
+
+To construct SAX pipelines, Barrie Slaymaker, a long time Perl hacker
+who's modules you will probably have heard of or used, wrote a very
+clever module called XML::SAX::Machines. This combines some really
+clever SAX filter-type modules, with a construction toolkit for filters
+that makes building pipelines easy. But before we see how it makes
+things easy, first lets see how tricky it looks to build complex SAX
+filter pipelines.
+
+  use XML::SAX::ParserFactory;
+  use XML::Filter::Filter1;
+  use XML::Filter::Filter2;
+  use XML::SAX::Writer;
+  
+  my $output_string;
+  my $writer = XML::SAX::Writer->new(Output => \$output_string);
+  my $filter2 = XML::SAX::Filter2->new(Handler => $writer);
+  my $filter1 = XML::SAX::Filter1->new(Handler => $filter2);
+  my $parser = XML::SAX::ParserFactory->parser(Handler => $filter1);
+  
+  $parser->parse_uri("foo.xml");
+
+This is a lot easier with XML::SAX::Machines:
+
+  use XML::SAX::Machines qw(Pipeline);
+  
+  my $output_string;
+  my $parser = Pipeline(
+  	XML::SAX::Filter1 => XML::SAX::Filter2 => \$output_string
+  	);
+  
+  $parser->parse_uri("foo.xml");
+
+One of the main benefits of XML::SAX::Machines is that the pipelines
+are constructed in natural order, rather than the reverse order we saw
+with manual pipeline construction. XML::SAX::Machines takes care of all
+the internals of pipe construction, providing you at the end with just
+a parser you can use (and you can re-use the same parser as many times
+as you need to).
+
+Just a final tip. If you ever get stuck and are confused about what is
+being passed from one SAX filter or parser to the next, then
+Devel::TraceSAX will come to your rescue. This perl debugger plugin
+will allow you to dump the SAX stream of events as it goes by. Usage is
+really very simple just call your perl script that uses SAX as follows:
+
+  $ perl -d:TraceSAX <scriptname>
+
+And preferably pipe the output to a pager of some sort, such as more or
+less. The output is extremely verbose, but should help clear some
+issues up.
+
+=head1 AUTHOR
+
+Matt Sergeant, matt@sergeant.org
+
+$Id: Intro.pod,v 1.3 2002/04/30 07:16:00 matt Exp $
+
+=cut