<?xml version="1.0" encoding="utf-8"?><article xmlns="http://docbook.org/ns/docbook" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0-subset Balisage-1.5">
  <title>Scholia 2026: DIY study aids with TEI, XProc, browser and printer</title>
  <info>
    <confgroup>
      <conftitle>Balisage: The Markup Conference 2026</conftitle>
      <confdates>August 3-7, 2026</confdates>
   </confgroup>
    <abstract>
      <para>Efforts to create digital hypermedia tools for the study of second languages run aground until the author finds a way forward with new tools and old methods.</para>
    </abstract>
    <author>
      <personname>
        <firstname>Wendell</firstname>
        <surname>Piez</surname>
      </personname>
      <personblurb>
        <para>Wendell Piez is an independent consultant specializing in XML, XSLT and XProc, based
          in Rockville MD.</para>
      </personblurb>
    </author>
<legalnotice><para>Copyright © 2026 by the author.</para></legalnotice>
  </info>
  <!--<para>todo:</para><para>links and references [] photos - graded reader, Scriptorium stuff screenshots</para>-->
  <blockquote>
    <para>The <quote>content</quote> of any medium is always another medium </para>
    <attribution><citation>Marshall McLuhan, <emphasis role="ital">Understanding Media</emphasis>
        1964 (MIT Press 1994), p. 8</citation></attribution>
  </blockquote>
  <para>This adage, although still quoted, is now even more opaque than when it was written, for a
    bygone audience for whom the word <quote>content</quote>, used in this sense, had to be guarded
    with quotation marks. For us, this is a normal word that appears without irony in normal prose;
    in 1964, it seems, it was remarkable to think of <quote>content</quote> as something distinct
    from its medium, or from (as we now also say) its <quote>platform</quote>. For us, content is
    already separate from the medium, before it is even published. Sixty years ago McLuhan helped
    introduce this conceptual separation, but in a way that emphasized the continuity and relation
    among successive media, as each new one adopts the languages of its predecessors in its attempts
    at legibility.</para>
  <para>In accordance with this idea, electronic media and especially networked text-based
    hypermedia have developed for 50 years and more. Yet it is still not fully settled how the
    affordances of (for example) XML and the web can come into their own, not as containers and
    imitators of media that precede them (or <quote>pictures</quote> of those media, like word
    processor documents), but as media in their own right, which afford normal <quote>users</quote>
    (who used to be called readers) capabilities that complement and complete, rather than simply
    replicate, the most sophisticated media of the past. In some areas – dictionaries, directories,
    market feeds, real-estate listings, sports-betting apps? – we are inevitably further ahead than
    in others.</para>
  <para>In this paper I explore one line of investigation spanning decades, bearing on this question
    in a narrow (but interesting) domain, namely the study of second or third languages and
    literatures. Only in a world of <quote>content</quote> can we have <quote>application
      domains</quote>. Now we are in such a world, we look back at the old media for examples of
    design excellence in information technology. Many better-executed <quote>graded</quote> or
      <quote>assisted readers</quote> serve as such examples, and all of them are ambitious.<footnote>
      <para>With respect to Ancient Greek (specifically Homeric) studies, a partial survey is
        offered in the bibliography of current digital developments, but readers will have to
        interpolate, or find, proper studies of this genre and technology. Confessedly (and
        obviously) most of my own expertise is as a user and critic, not a creator or student,
        notwithstanding all the assertions and claims in this paper. Fortunately, nearly anyone who
        has studied a second language in school already has a perspective of their own and thus a
        place to start.</para>
    </footnote></para>
  <figure>
    <title>An assisted reader</title>
    <mediaobject>
      <imageobject>
        <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-001.jpg" width="60%"/>
      </imageobject>
    </mediaobject>
    <caption>
      <para>A snapshot of one of many assisted readers in the author's collection, and a well-worn
        one (even showing some markup by a previous owner). These are commonly used in intermediate
        foreign language study; they require only a knowledge of orthography and basic grammar to
        begin with, and frequently take the form of editions or collections of literary works. An
        edition with a parallel translation is a close relative: the boundaries of the genre are
        blurry, between text books on one side, scholarly-critical editions on the other, and
        dictionaries close by. The genre is also affected and constrained by the codex format (the
        reader's user interface, as we would call it) – limits of composition, layout and typography
        often dictated by materials, processes and production technology. Footnotes are commonly
        supplemented by end notes, sometimes of several varieties. (This illustration does not show
        the extensive vocabulary and notes offered in this 1932 reprint of a 1902 production.)
        Perhaps the genre's defining characteristic is an <emphasis>apparatus</emphasis> in the
        learner's language, keeping translation and notes aligned with the core text.</para>
    </caption>
  </figure>
  <section>
    <title>Twenty-five years at the drawing board</title>
    <section>
      <title>Hitting the wall in 2002</title>
      <para>In 2002, at a memorable ACH/ALLC 2002 conference in Tübingen, Germany, I presented
        a poster on a project I named <emphasis role="bold">Scholia</emphasis>.<footnote>
          <para>ACH and ALLC are the Association for Computers in the Humanities and the Association
            for Literary and Linguistic Computing, since formerly joined as ADHO (the Alliance of
            Digital Humanities Organizations), cf. <link xlink:href="https://adho.org/" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>. For a citation to the poster described
            here, see <link xlink:href="https://dh-abstracts.library.virginia.edu/works/235" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>.</para>
        </footnote> That summer I was lucky to be in Germany for several reasons; as far as the
        demonstration was concerned, its purpose was to find for myself, and show to colleagues in
        the Digital Humanities community (still known at the time as <quote>Humanities
          Computing</quote>), some of the potentials and practical limits of technologies that were
        then in their infancy or <quote>early childhood</quote>, namely TEI XML<footnote>
          <para>TEI is the Text Encoding Initiative: <link xlink:href="https://tei-c.org/" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>.</para>
        </footnote> for data description, the web browser for display (hence, HTML), and XSLT
        1.0.</para>
      <figure>
        <title>ACH/ALLC 2002 conference poster</title>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-002.jpg"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-003.jpg"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-004.jpg"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-005.jpg" width="60%"/>
          </imageobject>
        </mediaobject>
        <caption>
          <para>The images in the poster were created with SVG, semi-automated where possible. One
            of them is given for illustration.</para>
        </caption>
      </figure>
      <para>How far could I go? What practical limitations could I find for a solo operator (myself)
        to acquire a text, mark it up using TEI (slightly extended), and display it in a useful way
        that specifically explored, and exploited, the affordances of the electronic interface,
        specifically the screen coupled with pointer and mouse, running a commodity web browser?
        Within this reduced environment, basic primitives of typography and color (offered by HTML
        and CSS) were enhanced with a small amount of scripting logic (Javascript manipulating the
        DOM), in order to realize, using the smallest possible technical <quote>pallet</quote>, the
        greatest possible useful effect. <quote>Greatest possible</quote> in this case keeps in mind
        that the basic architecture – XML source data, XSLT transformation for logical and
        presentational <quote>projection</quote>, and HTML/CSS/JS at the display layer – provides
        leverage in its layering. In this case, elements kept as siblings in the source code could
        be placed far apart in the display, while retaining (and enacting) their relations in their
        scripted behavior. More simply put: the data in source and result were organized
        differently, but a single transformation could provide for all the necessary sorting and
        sifting, linking and tracking.</para>
      <para>The application itself (as should be readily apparent on inspection) is a variant of
        what educators and publishers call a <quote>graded reader</quote> or <quote>assisted
          reader</quote>, that is to say (and as described above), a text that is provided with
        apparatus and commentary designed to help the language learner, or anyone who finds such an
        apparatus more helpful than not.<footnote>
          <para>Aside: in 2026, it may seem that this kind of tool, like much else, is obsolescent,
            as generative AIs and large language models (LLMs) are deployed to provide similar kinds
            of support to readers, language learners and classrooms. To this author the likelihood
            seems far greater that the LLMs will require assisted readers (in some sense) of their
            own – not that the promises being made for AI are empty, but that they will not have
            quite the obsolescent effect being attributed to them.</para>
        </footnote></para>
      <para>So far this is a description of something that seems unremarkable, when viewed in 2026
        (now it has been done many times over), but keep in mind this was 2002, when almost all web
        pages were either crafted by hand, or scripted database reports.</para>
      <para>And the demonstration holds up relatively well - it can still be seen today at
          <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https:://pellucidlliterature.org</link>.</para>
      <figure>
        <title>Die Amsel demonstration 2002</title>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-006.jpg"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-007.jpg" width="40%"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-008.png" width="40%"/>
          </imageobject>
        </mediaobject>
        <caption>
          <para>One screenshot shows the text (with a couple of bespoke element types) being edited
            using XMetaL Editor in 2002, supporting standard XML tagging validated with a TEI DTD.
            Another shows the presentation view in 2002 using a browser current at the time,
            Internet Explorer. (Compatibility across browsers was also a requirement met by the
            demonstration); while the last image shows the same view of the document in July 2026,
            using today's browser. See the demonstration on line at <link xlink:href="https://pellucidliterature.org/" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/></para>
        </caption>
      </figure>
      <para>What it really taught me, however, was how far we still had to go. Having built the
        technology prototype and worked up a plausible example to demonstrate the principles, I then
        set the project aside. The main reason was that however successful it was on its own terms,
        there were a number of key features missing in the design, which I was not (or not then) in
        a position to implement. And these were features more or less impossible to address using
        only the web and XML technologies of that time:</para>
      <itemizedlist>
        <listitem>
          <para>Two levels of annotation were not enough. I had room for translations aligned with
            sentences (or phrases), and again, at the word level. (In the source data these are
            marked with <emphasis role="bold">remark</emphasis> and <emphasis role="bold">flag</emphasis> elements, respectively, which I had added to my TEI DTD for this
            purpose.) But the application clearly needed a third level, at least, for glosses and
            interpretive commentary, which needed to be clearly distinguished from translations.
            These sometimes might even have their own metadata.</para>
        </listitem>
        <listitem>
          <para>Related to this: the method of alignment between related parts is over-constrained
            and constraining. It works well enough for texts showing such closely parallel
            structures, and which could be created and maintained (like the example given) in such a
            rigid form. But texts in the wild are not like that.</para>
        </listitem>
      </itemizedlist>
      <para>In other words – and in 2002 this was already clearly apparent, even
          <quote>obvious</quote>, as we had already written papers on the topic – I had an overlap
        problem.</para>
    </section>
    <section>
      <title>What a difference a decade makes</title>
      <para>In 2025 I was looking at an altogether changed set of circumstances. By then, my effort
        of 2002 with XSLT 1.0 had been far outstripped by electronic tools, systems and services,
        both on line and off, that serve language and literature students. To be sure, comparisons
        are at risk of forgetting that the Amsel project was the initiative of one solo developer
        working in spare time on a deadline, for experimental purposes, deliberately using only
        commodity, standards-based technologies. Nonetheless it needs to be acknowledged that the
        2002 demonstration today appears rather quaint, if not crude, in both design and
        realization, and not only due to its amateur typography (hitting the limits of the CSS of
        the day). At the same time this crudeness is possibly a reflection of its strength, as well,
        namely its relative simplicity even while, to be anything at all, it relies on a complex
        assemblage of inventions of others: TEI, HTML, XSLT etc., to say nothing of the computer and
        the network itself.</para>
      <para>Since that time, however, for practical purposes the <quote>overlap problem</quote> as
        we fondly called it, gradually disappeared – or more accurately, the pains related to it
        subsided as we benefited from better tools and techniques in the XML technology stack. Just
        the most important:</para>
      <itemizedlist>
        <listitem>
          <para>XSLT 2.0 (2007) included grouping, including <emphasis role="bold">group-adjacent</emphasis>, <emphasis role="bold">group-starting-with</emphasis> and
              <emphasis role="bold">group-ending-with</emphasis>; string handling (<emphasis role="bold">xsl:analyze-string</emphasis>); tunnel parameters; stylesheet functions;
            features from XPath 2.0/XQuery including regular expression handling and the positional
            operators <code>&lt;&lt;</code> and <code>&gt;&gt;</code>.</para>
        </listitem>
        <listitem>
          <para>XProc 1.0 (2010) brought efficient and maintainable, cross-platform (portable)
            pipelining; with XProc 3.0 (2022) it is extended to handle non-XML data sources
            including other forms of structured, and marked up, inputs.</para>
        </listitem>
        <listitem>
          <para>XQuery/XPath 3.0 (2014), 3.1 (2017) and XSLT 3.0 (2017) gave us maps, arrays,
            higher-order functions and <emphasis role="bold">xsl:accumulator</emphasis>
            (huge).</para>
        </listitem>
        <listitem>
          <para>Invisible XML (2020) enables us to parse inputs encoded in arbitrary (text-based)
            formats, exposing their structures (as defined by a grammar) in XML-based
            toolchains.</para>
        </listitem>
        <listitem>
          <para>HTML, CSS, the DOM API and Javascript have all been implemented, refined, extended
            with new features and capabilities, and tested well beyond the primitive state of
            2002.</para>
        </listitem>
      </itemizedlist>
      <para>During this same period, along with much else, I continued to work intently, if
        sporadically, on developing a more comprehensive approach to the overlap problem that would
        be simple enough (or so it was hoped) to support new forms of complexity. With Jeni
        Tennison, starting at Extreme Markup Technologies 2001 (the predecessor conference to
        Balisage, the Markup Conference), I developed a proposal we called LMNL, the Layered Markup
        and Annotation Language. In subsequent years Jeni, myself, and a gratifying number of other
        developers had opportunities to show meaningful outcomes, based on both our ideas and on
        proposed alternatives. Implementations and later demonstrations (such as <link xlink:href="https://wendellpiez.com/FrankensteinTransformed/" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">Frankenstein Trans
          formed</link>) were received and generously entertained at this conference and elsewhere,
        even while the larger conversations increasingly, and inevitably, moved on.<footnote>
          <para>Please see the Balisage Proceedings Topic Index on Concurrent Markup / Overlap at
              <link xlink:href="https://balisage.net/Proceedings/topics/Concurrent_Markup%7EOverlap.html" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>.</para>
        </footnote></para>
      <para>As the headaches were alleviated and the problems gave way, it made sense for the
        community's attention to shift. To my mind then and now, the test always had to be the
        actual needs of actual users, presented to developers as functional requirements. To the
        extent that there were needs unmet, we could tell, if we kept listening for the stories not
        being told. In other words, which research agendas were we not exploring, because we have no
        good way to deal with what we see (whether overlap or anything else)? While I welcomed and
        used all the new tools and solutions, I was always interested to see where and when things
        did <emphasis>not</emphasis> improve, and in the background I remained mindful of
        applications that continued to resist automation – like drawing diagrams of structures
        implicit in literary works such as sonnets, where overlap is interesting.</para>
      <para>Thus the technologies improved at the same time as my early efforts were being overtaken
        and outflanked. What came as a surprise to me in 2025 was that this did not, in fact, make
        the unfinished Amsel demonstration less interesting: on the contrary, relieved of any need
        to be what it was not, this demonstration was showing me what it really was – not
        necessarily or not only a graded or assisted reader – an electronic version of the kind of
        helper text I had used in school – but a kind of digital learning platform of its own
        distinctive type, in a nascent or inchoate form.</para>
      <figure>
        <title>Chicago Homer (published 2000)</title>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-009.png"/>
          </imageobject>
        </mediaobject>
        <caption>
          <para>Digital classicists have been not less innovative than their analog professors, in
            developing better ways to present to scholars and students what we need to know, when we
            need to know it. The screenshot shows the Chicago Homer, a Java application built in
            2000 by Craig Berry, Bill Parod (technical editors), Ahuvia Kahane and Martin Mueller
            (editors).</para>
        </caption>
      </figure>
    </section>
    <section>
      <title>Scholia 2026</title>
      <para>This did not happen all at once. In 2026 I was turning my attention, after a long
        hiatus, back to studying Ancient Greek, and specifically (this time) to the works of Lucian
        of Samosata, a satirist of the 2nd Century CE who wrote in Athens. After browsing fairly
        widely I settled on his <emphasis role="bold">Life of Demonax</emphasis> for close
        scrutiny.</para>
      <para>If I had found a graded reader or school edition already published for this text, I
        would have acquired it.<footnote>
          <para>Indeed the Loeb Series published by Harvard University Press is now out (in 2026)
            with two new volumes of Lucian, edited and with translations by Peter Thomassen, which
            include a rendition of <emphasis role="ital">Demonax</emphasis>; but this was a few
            months too late for me. See <link xlink:href="https://www.hup.harvard.edu/books/9780674997707" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>.</para>
        </footnote> As it was, I did have access to more than one excellent electronic reading
        interface, with helper apparatus (some listed in the bibliography). Despite their own
        (typically) <quote>experimental</quote> status, these were all better than anything I could
        build myself: they were already <quote>baked</quote> and available, and I availed myself
        accordingly (like the philosopher Demonax, plied with honeycakes by the women of Athens).
        Yet paradoxically, these estimable tools also fell short, as I discovered by contrast how
        effective it was not only to <emphasis>use</emphasis> such a reader, but to
          <emphasis>build</emphasis> one.</para>
      <para>And I was now in the fortunate place where I did not have to show anything or convince
        myself or anyone that it was possible: I had only to start working at it.</para>
      <para>Using <emphasis role="bold">Demonax</emphasis> as my example, the results can now be
        seen on <!--<link xlink:href="https://raventracks.org">-->a demonstration web site<!--</link>-->, <emphasis>Raven
          Tracks</emphasis> (<link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://raventracks.org</link>). As I was completing it, the
        project grew: in addition to the reader a PDF version of the translation in English is
        offered (for the reader who wants no Greek), produced again from XProc (using XSL-FO this
        time).</para>
      <para>In building this, the work we had done with the LMNL model proved to be crucial, since
        among other features of Scholia 2026 is its support for the third level of annotation it
        needed (as described above). Additionally to the editorial layers provided in Scholia 2002
        (given to word- and phrase-level translations), arbitrary ranges or spans of text can now be
        annotated, and these annotations too (called <code>gloss</code> in the Scholia model) can be
        managed and maintained with the rest. <quote>Thick markup</quote>.</para>
      <para>At the same time the basic Scholia architecture remains what it was: XML (TEI) source
        data (model), HTML/JS/CSS (view) and XML-based processing (controller) - now no longer a
        single XSLT transformation, but an XProc pipeline as long and complex as necessary to do the
        job. The job itself is more complex, but this complexity is effectively screened from the
        user.</para>
      <figure>
        <title>Scholia 2026 - Life of Demonax</title>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-010.png"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-011.png"/>
          </imageobject>
        </mediaobject>
        <caption>
          <para>Depicted here are the editorial platform for Scholia 2026 (no longer XMetaL, but
            oXygen XML Editor) and the same passage in the rendered view. The model still aims for
            simplicity and usability, but a third layer is added. Readers are invited to refer to a
            live copy at <link xlink:href="https://raventracks.org/Demonax/Demonax_scholia-EDITIO.html" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>, since a screenshot does no justice to
            the interactivity of the interface.</para>
        </caption>
      </figure>
    </section>
  </section>
  <section>
    <title>Old methods and new opportunities</title>
    <blockquote>
      <para>Those who have insinuated that Menard devoted his life to writing a contemporary Quixote
        besmirch his illustrious memory. Pierre Menard did not want to compose <emphasis role="ital">another</emphasis> Quixote, which surely is easy enough -- he wanted to compose <emphasis role="ital">the</emphasis> Quixote. Nor, surely, need one be obliged to note that his goal
        was never a mechanical transcription of the original; he had no intention of <emphasis role="ital">copying</emphasis> it. His admirable ambition was to produce a number of pages
        which coincided -- word for word and line for line -- with those of Miguel de
        Cervantes.</para>
      <attribution><citation>J. L. Borges, <quote>Pierre Menard, Author of the Quixote</quote>,
            <emphasis role="ital">Collected Fictions</emphasis> trans. Andrew Hurley (Penguin 1998,
          p. 91)</citation></attribution>
    </blockquote>
    <para>Far from being able to put the job to rest, I found this was only a new beginning. Having
      completed my work with the <emphasis>Life of Demonax</emphasis>, I turned next to Homer's
        <emphasis>Iliad</emphasis>.</para>
    <para>There were many reasons for the choice of text here; one of the most determinative is that
      high-quality modern electronic editions of Homer already exist – in a great range, including
      both original texts and various translations, many of them open access or in the public
      domain. Indeed the encoded TEI Homer available from PerseusDL includes not only full text, but
      also morphological analysis that provided much more <quote>thick description</quote> of the
      data, offering the Scholia stack more grist to mill.</para>
    <para>But who needs another graded reader of this text? which is surely among the best served
      today on the public web. My notes and translations were not particularly interesting (as
        <quote>content</quote>) as they are revelatory only to me; and unlike in the case of
      Lucian's <emphasis role="bold">Demonax</emphasis>, should one happen to need a translation of
      Homer's <emphasis role="bold">Iliad</emphasis>, there are already many to choose from. Yet the
      exercise of making the Demonax reader had shown me the value of <quote>working</quote> the
      text, in annotating and translating, sometimes multiple times. The effect was proportional –
        <emphasis>this</emphasis> effort was not futile – moreover, the form these productions took
      seemed to matter much less than doing the work itself. This being the case, I could begin to
      think about what I could build.</para>
    <para>What sorts of things would be useful? The requirements for the user – me – were not so
      hard to discover. They had to do, generally speaking (or so I thought at first), with
      information retrieval, not information retention. My memory is pretty good and I have no shame
      in relying on crutches (as we called assistive technologies in former times – a crutch being a
      good thing to have when you need it). The problem wasn't even unwillingness to look anything
      and everything up, so much as the capability – how many steps, swipes, pages, clicks can one
      turn in a morning?</para>
    <para>That analysis seemed right, but not quite complete, until I posed it again in the context
      of writing, and found a better answer inside the question. I actually had two problems. One
      was known: how to make it easier to look everything up. Less effort. The other had been
      unknown, but my writing was starting to show it to me: by helping me lock it all down and
      raising my satisfaction, it was also improving my retention. More reward. Even more, these
      efforts were complementary, as I was starting to crave the writing and the learning that
      supported it. Unbeknownst to myself, I had already pioneered both approaches with <quote>Die
        Amsel</quote>, and revived both with the <emphasis role="bold">Life of Demonax</emphasis>.
      The first approach is to build the tools that help the reader look up the words and take the
      notes. The second approach, also necessary: – the tool that facilitates writing it all down
      again.</para>
    <para>Now, the goal became not only to read Homer's <emphasis role="bold">Iliad</emphasis>, but
      to write it. This is less grand, and indeed less odd, than it sounds. Aspiring to become the
      Iliad's author, as Pierre Menard must become Cervantes in order to write <citation>Don
        Quixote</citation> in the Borges story, would be unreasonable and unrealistic. Still
      unreasonable, but perhaps not so unrealistic, would be to join the long line of the
        <emphasis>scribes</emphasis> of Homer's poem.</para>
    <section>
      <title>Scriptorium Technique</title>
      <para>As it happens, this is a serious approach to language learning developed and recommended
        by professional polyglots: the Scriptorium Technique. Of course, the method of learning by
        transcription is as old as writing, but this modern formalization of the approach is
        noteworthy for a number of reasons.<footnote>
          <para>The Scriptorium Technique as a formal method was developed by Alexander Arguelles:
              see <link xlink:href="https://www.alexanderarguelles.com/question-answer/roadmap-for-language-study/" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>. On YouTube, for Ancient Greek and Latin,
            it has been popularized by Luke Ranieri
              (<link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://www.youtube.com/@polyMATHY_Luke</link>).</para>
        </footnote> First, it is approachable, even for challenging languages – easy to start, easy to
        continue. It can be practiced solo – this is important. Since it focuses on writing, it is
        especially good for literary languages, literature and poetry. It works by creating
        opportunities for <quote>the fun part</quote> (which indeed may prove to be different for
        different learners), which in turn creates opportunities for the learning feedback
        loop.</para>
      <para>My efforts to support the Scriptorium technique by means of a web-based
          <quote>apparatus</quote>, specifically as applied to Homer's <emphasis role="bold">Iliad</emphasis>, can also be seen on the Raventracks web site,
          <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://raventracks.org</link>. They take several different forms. What they have in
        common is that they are focused on enabling transcription. But <quote>transcription</quote>
        in this context implies something more than a simple copy. It is possible to make a copy,
        even by hand, without transcribing. A copy qualifies as a transcription only if as one
        copies, one is conscious and intentional with respect to the meaning of the writing. Simply:
        Are you able to mean it? which generally entails knowing – actively – what it means. Without
        transcription, copying can still be an art, and a beautiful one – whose form transcription
        takes. Beyond making the copy, according the Scriptorium method, a passage is considered
          <quote>complete</quote> when the student can write it and pronounce it, aloud, with
        comprehension. Not recite it (or not only), but speak it, first with the hand, then with the
        voice, engaging the entire attention. At the same time, every student gets to decide what
        this means and what degree of comprehension and fidelity is required to meet the other
        important (in some ways overriding) goal<footnote>
          <para>For example, since my work on the Iliad starts from an MS copy whose punctuation is
            highly doubtful, my transcription freely improvises punctuation and even accent marks -
            while I also want it to be correct, and will correct my source where I find it to be
              <quote>wrong</quote> (generally having consulted other sources).</para>
        </footnote>: to write another passage the next day. Accordingly the system is adaptable to both
        the limiting factors, and the goals.</para>
      <figure>
        <title>Raventracks pages for Scriptorium (Homer's Iliad)</title>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-012.png" width="40%"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-013.png" width="40%"/>
          </imageobject>
        </mediaobject>
        <caption>
          <para>Two pages on the <link xlink:href="https://raventracks.org" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">Raventracks web site</link> show two different aids to practicing
            reading and transcribing Homer's Iliad. On the first page, an excerpt is shown with an
            English translation (in the public domain) aligned. The page can be printed to serve as
            a <quote>blank</quote> for the student to annotate and transcribe. (In my practice I
            annotate on the page and then make a fair copy onto another.) The excerpts for printing
            – <emphasis>excerpta scribenda</emphasis> or <quote>squibs</quote> – vary in length
            following the translator's editorial decisions (in producing paragraphs). Along with
            each squib is a corresponding <quote>crib</quote> which presents a running vocabulary,
            that is a page of vocabulary and grammar notes that can be consulted and quizzed. Squibs
            and cribs are available covering all 24 books of the epic (1137 squibs in all, averaging
            between 10 and 15 lines each).</para>
          <para>These are two of a growing number of learning aids I am making – for the <emphasis role="bold">Iliad</emphasis>, enabled by the combination of publicly-available texts
            (in many cases funded by NEH or other US Government entities) with open-source power
            tools such as XSLT and XProc. Readers are invited to look at the site for more – at time
            of writing, an <quote>easy reader</quote> is under development that combines lightweight
            glossing (morphology and short definitions acquired from the sources) with concordancing
            of verbs, nouns and adjectives.</para>
        </caption>
      </figure>
      <figure>
        <title>Scriptorium workflow</title>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-014.jpg" width="40%"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-015.jpg" width="40%"/>
          </imageobject>
        </mediaobject>
        <caption>
          <para>The author's Scriptorium workflow starts with printing the squib (each day brings a
            new one) and marking up the passage under study with a pencil. The markup activity is
            supported with the crib for the passage (for easy vocabulary lookup) along with any and
            all reference materials and commentaries I have to hand. Once I feel I comprehend the
            passage sufficiently well, I write it out on a yellow pad, trying to be legible enough
            to read it back again.</para>
        </caption>
      </figure>
    </section>
    <section>
      <title>Exploratory markup - towards an illuminated Iliad</title>
      <para>This much can be done with XML, TEI, XSLT and XProc. Add iXML and we can also include
        LMNL (or to be more precise, the MNML LMNL subset variant, defined for the Laminator).<footnote>
          <para>In order to help make the prototype implementation feature-complete early, the
            feature set for this iteration was reduced to <quote>MNML LMNL</quote>, a formal subset
            of the 2001 LMNL model. While the syntax still supports overlap, structured annotations
            are left for another day. Even with simple name-value pairs for annotations, MNML LMNL
            is useful, as annotations on ranges can do everything XML attributes can do for in
            semantic description. See the Laminator project at <link xlink:href="https://github.com/wendellpiez/Laminator" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>.</para>
        </footnote> At least in this, LMNL already works; it is not tomorrow's technology. A LMNL
          <emphasis role="bold">Iliad</emphasis> is an easy and obvious next step to take. See some
        examples here: <link xlink:href="https://github.com/wendellpiez/EpicMarkup/tree/main/data/Iliad/lmnl" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/></para>
      <figure>
        <title>Iliad 1.1-1.21, marked up in LMNL</title>
<programlisting xml:space="preserve">
[div [type}book{][n}1{]}
[para}[prayer [by}{][to}Muse{]}
[l [n}1{]}μῆνιν ἄειδε θεὰ Πηληϊάδεω Ἀχιλῆος{l]
[l [n}2{]}οὐλομένην, ἣ μυρίʼ Ἀχαιοῖς ἄλγεʼ ἔθηκε,{l]
[l [n}3{]}πολλὰς δʼ ἰφθίμους ψυχὰς Ἄϊδι προΐαψεν{l]
[l [n}4{]}ἡρώων, αὐτοὺς δὲ ἑλώρια τεῦχε κύνεσσιν{l]
[l [n}5{]}οἰωνοῖσί τε πᾶσι, Διὸς δʼ ἐτελείετο βουλή,{l]
[l [n}6{]}ἐξ οὗ δὴ τὰ πρῶτα διαστήτην ἐρίσαντε{l]
[l [n}7{]}Ἀτρεΐδης τε ἄναξ ἀνδρῶν καὶ δῖος Ἀχιλλεύς.{l]{prayer]{para]
[para}
[l [n}8{]}τίς τʼ ἄρ σφωε θεῶν ἔριδι ξυνέηκε μάχεσθαι;{l]
[l [n}9{]}Λητοῦς καὶ Διὸς υἱός· ὃ γὰρ βασιλῆϊ χολωθεὶς{l]
[l [n}10{]}νοῦσον ἀνὰ στρατὸν ὄρσε κακήν, ὀλέκοντο δὲ λαοί,{l]
[l [n}11{]}οὕνεκα τὸν Χρύσην ἠτίμασεν ἀρητῆρα{l]
[l [n}12{]}Ἀτρεΐδης· [scene [set}Achaian ships{]}ὃ γὰρ ἦλθε θοὰς ἐπὶ νῆας Ἀχαιῶν{l]
[l [n}13{]}λυσόμενός τε θύγατρα φέρων τʼ ἀπερείσιʼ ἄποινα,{l]
[l [n}14{]}στέμματʼ ἔχων ἐν χερσὶν ἑκηβόλου Ἀπόλλωνος{l]
[l [n}15{]}χρυσέῳ ἀνὰ σκήπτρῳ, καὶ λίσσετο πάντας Ἀχαιούς,{l]
[l [n}16{]}Ἀτρεΐδα δὲ μάλιστα δύω, κοσμήτορε λαῶν·{l]
[speech [by}Chryses{][to}Agamemnon, Menelaus, Achaians{]}
[l [n}17{]}Ἀτρεΐδαι τε καὶ ἄλλοι ἐϋκνήμιδες Ἀχαιοί,{l]
[l [n}18{]}ὑμῖν μὲν θεοὶ δοῖεν Ὀλύμπια δώματʼ ἔχοντες{l]
[l [n}19{]}ἐκπέρσαι Πριάμοιο πόλιν, εὖ δʼ οἴκαδʼ ἱκέσθαι·{l]
[l [n}20{]}παῖδα δʼ ἐμοὶ λύσαιτε φίλην, τὰ δʼ ἄποινα δέχεσθαι,{l]
[l [n}21{]}ἁζόμενοι Διὸς υἱὸν ἑκηβόλον Ἀπόλλωνα.{l]{speech]
{para] ...
</programlisting>
        <caption>
          <para>The vocabulary is close to TEI with a couple of small exceptions, which can be
            mapped to TEI equivalents. The important feature is that ranges can start in the middle
            of other ranges, the way the scene marked to start in the middle of line 12 does not end
            for several paragraphs (and speeches).</para>
        </caption>
      </figure>
      <para>It might be argued that we hardly need such a rewrite today; and in any case, producing
        LMNL from XML can be done with a simple syntactic mapping. But overlap has always confronted
        us with a paradox: because it is tricky to deal with in XML, we have learned tricky ways of
        dealing with it. Does this make it any less tricky? LMNL might be said to isolate and hide
        the tricky part, making it simple and more straightforward as syntax, allowing operations
        (such as building a tree) to happen down the line and out of sight. Parsing and handling a
        bespoke format such as LMNL can be challenging, but tools available today including the
        Laminator (with its iXML component) do more than show it can be feasible: once the data can
        be parsed into a structured representation, we are off and running.<footnote>
          <para>The Laminator was the topic of a presentation I offered at the First International
            Invisible XML Symposium, February 2026. See <link xlink:href="https://invisiblexml.org/events/symposium2026/#slides" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>.</para>
        </footnote> There is less urgency to the project, but the limits have not really been found
        either. Thus it remains enticing.</para>
      <para>In particular, since LMNL works without a schema and the model (and syntax) permits
        tagged ranges to overlap, it is an especially good tool for adding meaningful markup to a
        text even before that markup is regimented and regulated.</para>
      <para>Even prior to LMNL, this has been part of the project. In a paper I gave many years ago
        at Extreme Markup Languages I called this approach to markup <quote>exploratory
          markup</quote>.<footnote>
          <para>See an archived copy of this paper at <link xlink:href="https://wendellpiez.com/resources/publications/beyonddistinction.pdf" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>, as produced for the conference series,
            on my web site. Unfortunately the conference proceedings appear to be
            unavailable.</para>
        </footnote> Unlike its forerunner technology SGML, XML provided for documents that could be
        parsed without a schema defined ahead of time – simply following the rules of its syntax and
        the important end-tag matching rule. Effectively, this meant that XML could be used without
        a schema – arguably an essential feature of the language, whether the schema done without
        was simply unavailable, or had never been written. LMNL was designed to be similar to XML in
        this way, only more so, as we had even relaxed the end-tag matching rule (a match must occur, 
        but any range can be closed by and end tag, not only the most recently opened), so overlap –
        whether accidental and temporary, or logical and necessary – does not inhibit modeling,
        instead becoming a feature.</para>
      <para>Exploratory markup frames the task as an improvisation, not an enforcement action.
        Instead of following rules for what to tag, we can tag anything or everything. We aim for
        consistency, but seek for a consistency that reflects and expresses the phenomena at hand,
        not a paradigm imposed from outside. When we do this comprehensively, the schema that
        emerges describes the text itself, without reference to abstracted sets of rules. The
        relation of this implicit and emergent schema to related schemas, including paradigmatic
        ones, would be a topic of research.</para>
      <para>Back to editing markup in a text editor, the idea that the LMNL model (and syntax) could
        be enabling in a very practical hands-on way, was hard to shake. Even in contrast to
        now-familiar XML workarounds (and even in combination with them) this would be instructive,
        and in the best way. It would teach us not only about XML, but about markup and about our
        texts.</para>
      <para>Since we have good TEI data, making a LMNL <citation>Iliad</citation> is fairly trivial,
        and even in a different syntax this will still be TEI in essence, at least arguably or in
        some sense. And once it is tagged with the barest LMNL markup, the imperative becomes clear:
        use LMNL to mark up the <emphasis role="bold">Iliad</emphasis>, overlap and all.</para>
      <para>And there is overlap. In addition to its lines and reference structures, the Iliad has
        grammar, rhetoric (extended similes) and narrative structures, at least. These many
        questions - the application of markup to narrative and rhetorical structures, irrespective
        of the requirements of hierarchies – belong on yet another Github repository: <link xlink:href="https://github.com/wendellpiez/EpicMarkup" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>. Here the goals, although open-ended, include
        a number of interrelated objectives:</para>
      <itemizedlist>
        <listitem>
          <para>Test and demonstrate the Laminator to provide meaningful LMNL processing</para>
          <itemizedlist>
            <listitem>
              <para>This includes producing XML and SVG among other results</para>
            </listitem>
          </itemizedlist>
        </listitem>
        <listitem>
          <para>Start discovering a model for a Homeric epic, with multiple concurrent hierarchies
            (MCH)</para>
        </listitem>
      </itemizedlist>
      <itemizedlist>
        <listitem>
          <para>Learn about the <emphasis role="bold">Iliad</emphasis> by marking it up (in addition
            to and in preparation for transcribing it)</para>
        </listitem>
        <listitem>
          <para>Learn about the <emphasis role="bold">Iliad</emphasis> by developing and studying
            representations of the text (such as range maps)</para>
        </listitem>
        <listitem>
          <para>Produce spin-off study aids of various kinds including, but not limited to, 
            Raventracks Scriptorium exercise materials (squibs and cribs):</para>
          <itemizedlist>
            <listitem>
              <para><emphasis>Mini Iliad</emphasis> (PDF): print on paper, very small, for
                annotation with pencil, ink, stamps and adhesive notes</para>
            </listitem>
            <listitem>
              <para><emphasis>Iliad Elucidated</emphasis>: a streamlined reader (HTML/CSS/JS) in
                your browser, for review and exploration</para>
            </listitem>
            <listitem>
              <para>Variant forms of TEI and HTML with different <quote>aspects</quote> or
                optimizations?</para>
            </listitem>
            <listitem>
              <para>Analytical extracts? All the speeches of Achilles, Agamemnon, Zeus,
                Athena....</para>
            </listitem>
          </itemizedlist>
        </listitem>
        <listitem>
          <para>Give forward and back where possible</para>
        </listitem>
      </itemizedlist>
    </section>
    <section>
      <title>Winged words</title>
      <para>What are the lessons? At least –</para>
      <itemizedlist>
        <listitem>
          <para>It hasn't been about having or even using a graded reader, but about making one, and
            about learning by making</para>
        </listitem>
        <listitem>
          <para>Open data and open tools really work</para>
          <para>(Thank you digital classicists! thank you XML, TEI, Unicode and more –)</para>
        </listitem>
        <listitem>
          <para>I can join others in recommending the Scriptorium technique, for your choice of
            language, literature or scripture</para>
        </listitem>
        <listitem>
          <para>We have only barely started: there is more to learn about markup – and about the
            works we can mark up</para>
        </listitem>
      </itemizedlist>
      <figure>
        <title>Range maps of Homer's Iliad</title>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-016.png" width="60%"/>
          </imageobject>
        </mediaobject>
        <mediaobject>
          <imageobject>
            <imagedata fileref="../../../vol31/graphics/Piez01/Piez01-017.png" width="60%"/>
          </imageobject>
        </mediaobject>
        <caption>
          <para>A range map depicts the extent of ranges (character subsequences) within a LMNL
            document such those under development in the EpicMarkup repository. These images show
            the first two books of the Iliad, out of 24 total. The shapes indicate the location and
            extent of scenes, speeches and rhetorical tropes within the text, as well as its
              <quote>normal</quote> division into paragraphs (which are editorial, in this case) and
            lines. As the original (not this copy) is encoded in SVG (Scalable Vector Graphics), the
            text can be magnified (or reduced) to see component structures at any level. See the
            repository at <link xlink:href="https://github.com/wendellpiez/EpicMarkup/" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/> for more information.</para>
        </caption>
      </figure>
    </section>
  </section>
  <section>
    <title>Acknowledgements</title>
    <para>The work described here, as this paper tries to show, is not that of one person.</para>
    <para>My Greek teachers in school were Thomas F. Gould and C. John Herington, who remain an
      inspiration.</para>
    <para>The Scholia poster at ACH/ALLC 2002 became necessary when Michael Sperberg-McQueen
      arranged to have me brought to Tübingen, to assist him teaching XSLT. I couldn't accept (and
      let him do all the work) with nothing serious to offer in return.</para>
    <para>LMNL would not have existed were it not for my colleagues at Mulberry Technologies Inc.,
      along with the support of the Extreme Markup Technologies (later: Balisage) community,
      especially the conspirators Jeni Tennison, John Cowan, Walter Perry and many others who saw
      what I saw and helped convince me it was real. And it could not have taken shape if Michael,
      Claus Huitfeld, Andreas Witt, Fabio Vitali and others had not also been staring at the abyss
      from whence it was born.</para>
    <para>Just as they owe their existence to the XML-based standards mentioned and the tools
      implementing them, these projects including Scholia 2026, the Laminator, EpicMarkup and the
      rest would not exist were it not for the indefatigable support and encouragement of David
      Birnbaum, Amanda Galtman and Kim Tryka.</para>
  </section>
  <bibliography>
    <title>Some links to online Iliad, Homer and Ancient Greek</title>
    <bibliomixed>Alpheios, <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://alpheios.net/</link>. Online assisted reader including Iliad
      and Odyssey renditions.</bibliomixed>
    <bibliomixed>Crane, Gregory R. (ed). <emphasis>Perseus Digital Library</emphasis>, 
      <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://www.perseus.tufts.edu/hopper/</link>. Tufts University.</bibliomixed>
    <bibliomixed><emphasis>Diogenes</emphasis>, <link xlink:href="https://d.iogen.es/" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>. Online assisted reader.</bibliomixed>
    <bibliomixed><emphasis>Digital Classicist Wiki</emphasis>, 
      <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://wiki.digitalclassicist.org/Main_Page</link>. With links to resources including
      data sets and tools.</bibliomixed>
    <bibliomixed><emphasis>Homer Multitext project</emphasis>, 
      <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://www.homermultitext.org/</link>. Digital transcriptions and encoding of extant
      manuscripts.</bibliomixed>
    <bibliomixed>Kahane, Ahuvia, Martin Mueller, Craig Berry, Bill Perod (2000). <emphasis>The Chicago Homer</emphasis>, 
      <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://homer.library.northwestern.edu/</link>. Pioneering assisted reader including
      Iliad and Odyssey passages.</bibliomixed>
    <bibliomixed><emphasis>Logeion</emphasis>, <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://logeion.uchicago.edu/ at
        UChicago</link>. Online lexicon of Ancient Greek.</bibliomixed>
    <bibliomixed>Perseus <emphasis>Beyond Translation</emphasis> Reader (open to Iliad), 
        <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://beyond-translation.perseus.org/reader/urn:cts:greekLit:tlg0012.tlg001.perseus-grc1-sentences:1.s1-1.s6</link>.</bibliomixed>
    <bibliomixed>Perseus <emphasis>Scaife Viewer</emphasis>. Open Greek and Latin Perseus Digital
      Library. <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://scaife.perseus.org/</link>.</bibliomixed>
    <bibliomixed>Sententiae Antiquae (blog). <quote>All the (Epic) Rage: Free Tools for Reading
        Homer’s Iliad</quote> (blog post October 25 2025).
        <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://sententiaeantiquae.com/2025/10/25/all-the-epic-rage-free-tools-for-reading-homers-iliad/</link>.
      A review of some Homer Iliad resources.</bibliomixed>
    <bibliomixed>Hypotactic.com, <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://hypotactic.com/homer/iliad1.html</link>  Iliad
      scansion tool.</bibliomixed>
    <bibliomixed><emphasis>Text Encoding Initiative</emphasis>, 
      <link xlink:href="https://tei-c.org/" xlink:type="simple" xlink:show="new" xlink:actuate="onRequest"/>.</bibliomixed>
    <bibliomixed>Marano, Giuseppe, et al. <quote>The Neuroscience Behind Writing: Handwriting vs. Typing — Who Wins
      the Battle?</quote> <emphasis/>Life (Basel): 2025 Feb 22;15(3):345. doi:<biblioid class="doi">10.3390/life15030345</biblioid>. 
      <link xlink:type="simple" xlink:show="new" xlink:actuate="onRequest">https://pmc.ncbi.nlm.nih.gov/articles/PMC11943480/</link>.</bibliomixed>
  </bibliography>
</article>