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Letter case (or just case) is the distinction between the letters that are in larger uppercase or capitals (or more formally majuscule) and smaller lowercase (or more formally minuscule) in the written representation of certain languages. The writing systems that distinguish between the upper and lowercase have two parallel sets of letters, with each letter in one set usually having an equivalent in the other set. The two case variants are alternative representations of the same letter: they have the same name and pronunciation and are treated identically when sorting in alphabetical order.
Letter case is generally applied in a mixed-case fashion, with both upper and lowercase letters appearing in a given piece of text for legibility. The choice of case is often prescribed by the grammar of a language or by the conventions of a particular discipline. In orthography, the uppercase is primarily reserved for special purposes, such as the first letter of a sentence or of a proper noun (called capitalisation, or capitalised words), which makes the lowercase the more common variant in regular text.
In some contexts, it is conventional to use one case only. For example, engineering design drawings are typically labelled entirely in uppercase letters, which are easier to distinguish individually than the lowercase when space restrictions require that the lettering be very small. In mathematics, on the other hand, letter case may indicate the relationship between objects, with uppercase letters often representing "superior" objects (e.g. X could be a set containing the generic member x).
The terms upper case and lower case may be written as two consecutive words, connected with a hyphen (upper-case and lower-case – particularly if they pre-modify another noun), or as a single word (uppercase and lowercase). These terms originated from the common layouts of the shallow drawers called type cases used to hold the movable type for letterpress printing. Traditionally, the capital letters were stored in a separate shallow tray or "case" that was located above the case that held the small letters.
Majuscule (// or //), for palaeographers, is technically any script in which the letters have very few or very short ascenders and descenders, or none at all (for example, the majuscule scripts used in the Codex Vaticanus Graecus 1209, or the Book of Kells). By virtue of their visual impact, this made the term majuscule an apt descriptor for what much later came to be more commonly referred to as uppercase letters.
Minuscule refers to lower-case letters. The word is often spelled miniscule, by association with the unrelated word miniature and the prefix mini-. This has traditionally been regarded as a spelling mistake (since minuscule is derived from the word minus), but is now so common that some dictionaries tend to accept it as a nonstandard or variant spelling. Miniscule is still less likely, however, to be used in reference to lower-case letters.
The glyphs of lowercase letters can resemble smaller forms of the uppercase glyphs restricted to the base band (e.g. "C/c" and "S/s", cf. small caps) or can look hardly related (e.g. "D/d" and "G/g"). Here is a comparison of the upper and lower case variants of each letter included in the English alphabet (the exact representation will vary according to the typeface and font used):
Typographically, the basic difference between the majuscules and minuscules is not that the majuscules are big and minuscules small, but that the majuscules generally have the same height (although, depending on the typeface, there may be some exceptions, particularly with Q and sometimes J having a descending element; also, various diacritics can add to the normal height of a letter).
There is more variation in the height of the minuscules, as some of them have parts higher (ascenders) or lower (descenders) than the typical size. Normally, b, d, f, h, k, l, t [note 1] are the letters with ascenders, and g, j, p, q, y are the ones with descenders. In addition, with old-style numerals still used by some traditional or classical fonts, 6 and 8 make up the ascender set, and 3, 4, 5, 7 and 9 the descender set.
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Writing systems using two separate cases are bicameral scripts. Languages that use the Latin, Cyrillic, Greek, Coptic, Armenian, Adlam, Warang Citi, Cherokee, Garay, and Osage scripts use letter cases in their written form as an aid to clarity and legibility. Another bicameral script, which is not used for any modern languages, is Deseret. The Georgian alphabet has several variants, and there were attempts to use them as different cases, but the modern written Georgian language does not distinguish case.
In scripts with a case distinction, lower case is generally used for the majority of text; capitals are used for capitalisation and emphasis when bold is not available. Acronyms (and particularly initialisms) are often written in all-caps, depending on various factors.
Capitalisation is the writing of a word with its first letter in uppercase and the remaining letters in lowercase. Capitalisation rules vary by language and are often quite complex, but in most modern languages that have capitalisation, the first word of every sentence is capitalised, as are all proper nouns.
Capitalisation in English, in terms of the general orthographic rules independent of context (e.g. title vs. heading vs. text), is universally standardised for formal writing. Capital letters are used as the first letter of a sentence, a proper noun, or a proper adjective. The names of the days of the week and the names of the months are also capitalised, as are the first-person pronoun "I" and the interjection "O" (although the latter is uncommon in modern usage, with "oh" being preferred). There are a few pairs of words of different meanings whose only difference is capitalisation of the first letter. Honorifics and personal titles showing rank or prestige are capitalised when used together with the name of the person (for example, "Mr. Smith", "Bishop O'Brien", "Professor Moore") or as a direct address, but normally not when used alone and in a more general sense. It can also be seen as customary to capitalise any word – in some contexts even a pronoun – referring to the deity of a monotheistic religion.
Other words normally start with a lower-case letter. There are, however, situations where further capitalisation may be used to give added emphasis, for example in headings and publication titles (see below). In some traditional forms of poetry, capitalisation has conventionally been used as a marker to indicate the beginning of a line of verse independent of any grammatical feature.
Other languages vary in their use of capitals. For example, in German all nouns are capitalised (this was previously common in English as well, mainly in the 17th and 18th centuries), while in Romance and most other European languages the names of the days of the week, the names of the months, and adjectives of nationality, religion, and so on normally begin with a lower-case letter. On the other hand, in some languages it is customary to capitalise formal polite pronouns, for example De, Dem (Danish), Sie, Ihnen (German), and Vd or Ud (short for usted in Spanish).
Informal communication, such as texting, instant messaging or a handwritten sticky note, may not bother to follow the conventions concerning capitalisation, but that is because its users usually do not expect it to be formal.
Exceptional letters and digraphs
- The German letter "ß" formerly existed only in lower case. The orthographical capitalisation does not concern "ß", which never occurs at the beginning of a word, and in the all-caps style it has traditionally been replaced by the digraph "SS". Since June 2017, however, capital ẞ is accepted as an alternative in the all-caps style.
- The Greek upper-case letter "Σ" has two different lower-case forms: "ς" in word-final position and "σ" elsewhere. In a similar manner, the Latin upper-case letter "S" used to have two different lower-case forms: "s" in word-final position and " ſ " elsewhere. The latter form, called the long s, fell out of general use before the middle of the 19th century, except for the countries that continued to use Blackletter typefaces such as Fraktur. When Blackletter type fell out of general use in the mid-20th century, even those countries dropped the long s.
- There is a complicated treatment of the Greek Iota subscript.
- Unlike most Latin-script languages, which link the dotless upper-case "I" with the dotted lower-case "i", Turkish has both a dotted and dotless I, each in both upper and lower case. Each of the two pairs ("İ/i" and "I/ı") represents a distinctive phoneme.
- In some languages, specific digraphs may be regarded as single letters, and in Dutch, the digraph "IJ/ij" is even capitalised with both components written in uppercase (for example, "IJsland" rather than "Ijsland"). In other languages, such as Welsh and Hungarian, various digraphs are regarded as single letters for collation purposes, but the second component of the digraph will still be written in lower case even if the first component is capitalised. Similarly, in South Slavic languages whose orthography is coordinated between the Cyrillic and Latin scripts, the Latin digraphs "ǈ/ǉ", "ǋ/ǌ" and "ǅ/ǆ" are each regarded as a single letter (like their Cyrillic equivalents "Љ/љ", "Њ/њ" and "Џ/џ", respectively), but only in all-caps style should both components be in upper case (e.g. ǈiǉan–ǇIǇAN, ǋoǌa–ǊOǊA, ǅiǆa–ǄIǄA). Unicode designates a single character for each case variant (i.e., upper case, title case and lower case) of the three digraphs.
- In the Hawaiian orthography, the ʻokina is a phonemic symbol that visually resembles a left single quotation mark. Representing the glottal stop, the ʻokina can either be characterised as a letter or a diacritic. As a unicase letter, the ʻokina is unaffected by capitalisation; it is the following letter that is capitalised instead. According to the Unicode standard, the ʻokina is formally encoded as U+02BB ʻ MODIFIER LETTER TURNED COMMA, but it is not uncommon to substitute this with a similar punctuation character, such as the left single quotation mark or an apostrophe.
Similar orthographic and graphostylistic conventions are used for emphasis or following language-specific or other rules, including:
- Font effects such as italic type or oblique type, boldface, and choice of serif vs. sans-serif.
- Typographical conventions in mathematical formulae include the use of Greek letters and the use of Latin letters with special formatting such as blackboard bold and blackletter.
- Some letters of the Arabic and Hebrew alphabets and some jamo of the Korean hangul have different forms depending on placement within a word, but these rules are strict and the different forms cannot be used for emphasis.
- In the Arabic and Arabic-based alphabets, letters in a word are connected, except for several that cannot connect to the following letter. Letters may have distinct forms depending on whether they are initial (connected only to the following letter), medial (connected to both neighboring letters), final (connected only to the preceding letter), or isolated (connected to neither a preceding nor a following letter).
- In the Hebrew alphabet, five letters have a distinct form (see Final form) that is used when they are word-final.
- In Georgian, some authors use isolated letters from the ancient Asomtavruli alphabet within a text otherwise written in the modern Mkhedruli in a fashion that is reminiscent of the usage of upper-case letters in the Latin, Greek, and Cyrillic alphabets.
- In the Japanese writing system, an author has the option of switching between kanji, hiragana, katakana, and rōmaji. In particular, every hiragana character has an equivalent katakana character, and vice versa. Romanised Japanese sometimes uses lowercase letters to represent words that would be written in hiragana, and uppercase letters to represent words that would be written in katakana. Some kana characters are written in smaller type when they modify or combine with the preceding sign (yōon) or the following sign (sokuon).
Stylistic or specialised usage
The examples and perspective in this section deal primarily with the English-speaking world and do not represent a worldwide view of the subject. (September 2013) (Learn how and when to remove this template message)
In English, a variety of case styles are used in various circumstances:
- Sentence case
- "The quick brown fox jumps over the lazy dog"
A mixed-case style in which the first word of the sentence is capitalised, as well as proper nouns and other words as required by a more specific rule. This is generally equivalent to the baseline universal standard of formal English orthography.
- In computer programming, the initial capital is easier to automate than the other rules. For example, on English-language Wikipedia, the first character in page titles is capitalised by default. Because the other rules are more complex, substrings for concatenation into sentences are commonly written in “mid-sentence case”, applying all the rules of sentence case except the initial capital.
- Title case (capital case, headline style)
- "The Quick Brown Fox Jumps over the Lazy Dog"
A mixed-case style with all words capitalised, except for certain subsets (particularly articles and short prepositions and conjunctions) defined by rules that are not universally standardised. The standardisation is only at the level of house styles and individual style manuals. In text processing, title case usually involves the capitalisation of all words irrespective of their part of speech. This simplified variant of title case is also known as start case or initial caps.
- All caps (all uppercase)
- "THE QUICK BROWN FOX JUMPS OVER THE LAZY DOG"
A unicase style with capital letters only. This can be used in headings and special situations, such as for typographical emphasis in text made on a typewriter. With the advent of the Internet, the all-caps style is more often used for emphasis; however, it is considered poor netiquette by some to type in all capitals, and said to be tantamount to shouting. Long spans of Latin-alphabet text in all upper-case are more difficult to read because of the absence of the ascenders and descenders found in lower-case letters, which aids recognition and legibility. In some cultures it is common to write family names in all caps to distinguish them from the given names, especially in identity documents such as passports.
- Small caps
- "The quick brown fox jumps over the lazy dog"
Similar in form to capital letters but roughly the size of a lower-case "x", small caps can be used instead of lower-case letters and combined with regular caps in a mixed-case fashion. This is a feature of certain fonts, such as Copperplate Gothic. According to various typographical traditions, the height of small caps can be equal to or slightly larger than the x-height of the typeface (the smaller variant is sometimes called petite caps and may also be mixed with the larger variant). Small caps can be used for acronyms, names, mathematical entities, computer commands in printed text, business or personal printed stationery letterheads, and other situations where a given phrase needs to be distinguished from the main text.
- All lowercase
- "the quick brown fox jumps over the lazy dog"
- A unicase style with no capital letters. This is sometimes used for artistic effect, such as in poetry. Also commonly seen in computer languages, and in informal electronic communications such as SMS language and instant messaging (avoiding the shift key, to type more quickly). Apple co-founder Steve Jobs used all-lowercase (in cursive) in his signature.
|All-caps||THE||VITAMINS||ARE||IN||MY||FRESH||CALIFORNIA||RAISINS||All letters uppercase|
|Start case||The||Vitamins||Are||In||My||Fresh||California||Raisins||All words capitalised regardless of function|
|Title case||The||Vitamins||Are||in||My||Fresh||California||Raisins||The first word and all other words capitalised except for articles and short prepositions and conjunctions|
|German-style sentence case||The||Vitamins||are||in||my||fresh||California||Raisins||The first word and all nouns capitalised|
|Sentence case||The||vitamins||are||in||my||fresh||California||raisins||The first word, proper nouns and some specified words capitalised|
|Mid-sentence case||the||vitamins||are||in||my||fresh||California||raisins||As above but excepting special treatment of the first word|
|All-lowercase||the||vitamins||are||in||my||fresh||california||raisins||All letters lowercase (unconventional in English)|
Headings and publication titles
In English-language publications, various conventions are used for the capitalisation of words in publication titles and headlines, including chapter and section headings. The rules differ substantially between individual house styles.
The convention followed by many British publishers (including scientific publishers, like Nature, magazines, like The Economist and New Scientist, and newspapers, like The Guardian and The Times) and also U.S. newspapers, is sentence-style capitalisation in headlines, i.e. capitalisation follows the same rules that apply for sentences. This convention is usually called sentence case. It may also be applied to publication titles, especially in bibliographic references and library catalogues. An example of a global publisher whose English-language house style prescribes sentence-case titles and headings is the International Organization for Standardization (ISO).
For publication titles it is, however, a common typographic practice among both British and U.S. publishers to capitalise significant words (and in the United States, this is often applied to headings, too). This family of typographic conventions is usually called title case. For example, R. M. Ritter's Oxford Manual of Style (2002) suggests capitalising "the first word and all nouns, pronouns, adjectives, verbs and adverbs, but generally not articles, conjunctions and short prepositions". This is an old form of emphasis, similar to the more modern practice of using a larger or boldface font for titles. The rules which prescribe which words to capitalise are not based on any grammatically inherent correct–incorrect distinction and are not universally standardised; they differ between style guides, although most style guides tend to follow a few strong conventions, as follows:
- Most styles capitalise all words except for short closed-class words (certain parts of speech, namely, articles, prepositions, and conjunctions); but the first word (always) and last word (in many styles) are also capitalised, regardless of their part of speech. Many styles capitalise longer prepositions such as "between" and "throughout", but not shorter ones such as "for" and "with". Typically, a preposition is considered short if it has up to three or four letters.
- A few styles capitalise all words in title case (the so-called start case), which has the advantage of being easy to implement and hard to get "wrong" (that is, "not edited to style"). Because of this rule's simplicity, software case-folding routines can handle 95% or more of the editing, especially if they are programmed for desired exceptions (such as "FBI" rather than "Fbi").
- As for whether hyphenated words are capitalised not only at the beginning but also after the hyphen, there is no universal standard; variation occurs in the wild and among house styles (e.g., "The Letter-Case Rule in My Book"; "Short-term Follow-up Care for Burns"). Traditional copyediting makes a distinction between temporary compounds (such as many nonce [novel instance] compound modifiers), in which every part of the hyphenated word is capitalised (e.g. "How This Particular Author Chose to Style His Autumn-Apple-Picking Heading"), and permanent compounds, which are terms that, although compound and hyphenated, are so well established that dictionaries enter them as headwords (e.g., "Short-term Follow-up Care for Burns").
Title case is widely used in many English-language publications, especially in the United States. However, its conventions are sometimes not followed strictly – especially in informal writing.
In creative typography, such as music record covers and other artistic material, all styles are commonly encountered, including all-lowercase letters and special case styles, such as studly caps (see below). For example, in the wordmarks of video games it is not uncommon to use stylised upper-case letters at the beginning and end of a title, with the intermediate letters in small caps or lower case (e.g., ArcaniA, ArmA, and DmC).
Multi-word proper nouns
Multi-word proper nouns include names of organisations, publications, and people. Often the rules for "title case" (described in the previous section) are applied to these names, so that non-initial articles, conjunctions, and short prepositions are lowercase, and all other words are uppercase. For example, the short preposition "of" and the article "the" are lowercase in "Steering Committee of the Finance Department". Usually only capitalised words are used to form an acronym variant of the name, though there is some variation in this.
With personal names, this practice can vary (sometimes all words are capitalised, regardless of length or function), but is not limited to English names. Examples include the English names Tamar of Georgia and Catherine the Great, "van" and "der" in Dutch names, "von" and "zu" in German, "de", "los", and "y" in Spanish names, "de" or "d'" in French names, and "ibn" in Arabic names.
Some surname prefixes also affect the capitalisation of the following internal letter or word, for example "Mac" in Celtic names and "Al" in Arabic names.
Special case styles
- Camel case
- "theQuickBrownFoxJumpsOverTheLazyDog" or "TheQuickBrownFoxJumpsOverTheLazyDog"
Spaces and punctuation are removed and the first letter of each word is capitalised. If this includes the first letter of the first word ("CamelCase", "PowerPoint", "TheQuick...", etc.), the case is sometimes called upper camel case (or, illustratively, CamelCase), Pascal case, or bumpy case. When the first letter of the first word is lowercase ("iPod", "eBay", "theQuickBrownFox..."), the case is usually known as lower camel case or dromedary case (illustratively: dromedaryCase). This format has become popular in the branding of information technology products and services.
- Snake case
Punctuation is removed and spaces are replaced by single underscores. Normally the letters share the same case (e.g. "UPPER_CASE_EMBEDDED_UNDERSCORE" or "lower_case_embedded_underscore") but the case can be mixed, as in OCaml modules. The style may also be called pothole case, especially in Python programming, in which this convention is often used for naming variables. Illustratively, it may be rendered snake_case, pothole_case, etc. When all-upper-case, it may be referred to as screaming snake case (or SCREAMING_SNAKE_CASE) or hazard case.
- Kebab case
Similar to snake case, above, except hyphens rather than underscores are used to replace spaces. It is also known as spinal case, param case, Lisp case, and dash case (or illustratively as kebab-case). If every word is capitalised, the style is known as train case (TRAIN-CASE).
- Studly caps
- e.g. "tHeqUicKBrOWnFoXJUmpsoVeRThElAzydOG"
Mixed case with no semantic or syntactic significance to the use of the capitals. Sometimes only vowels are upper case, at other times upper and lower case are alternated, but often it is simply random. The name comes from the sarcastic or ironic implication that it was used in an attempt by the writer to convey their own coolness. It is also used to mock the violation of standard English case conventions by marketers in the naming of computer software packages, even when there is no technical requirement to do so – e.g., Sun Microsystems' naming of a windowing system NeWS. Illustrative naming of the style is, naturally, random: stUdlY cAps, StUdLy CaPs, etc.
Unit symbols in the metric system
In the International System of Units (SI), a letter usually has different meanings in upper and lower case when used as a unit symbol. Generally, unit symbols are written in lower case, but if the name of the unit is derived from a proper noun, the first letter of the symbol is capitalised (nevertheless, the name of the unit, if spelled out, is always considered a common noun and written accordingly):
- 1 s (one second) when used for the base unit of time.
- 1 S (one siemens) when used for the unit of electric conductance and admittance (named after Werner von Siemens).
- 1 Sv (one sievert), used for the unit of ionising radiation dose (named after Rolf Maximilian Sievert).
- 1 l, the original form, for typefaces in which "digit one" ⟨1⟩, "lower-case ell" ⟨l⟩, and "upper-case i" ⟨I⟩ look different.
- 1 L, an alternative form, for typefaces in which these characters are difficult to distinguish, or the typeface the reader will be using is unknown. A "script l" in various typefaces (e.g.: 1 l) has traditionally been used in some countries to prevent confusion; however, the separate Unicode character which represents this, U+2113 ℓ SCRIPT SMALL L, is deprecated by the SI. Another solution sometimes seen in Web typography is to use a serif font for "lower-case ell" in otherwise sans-serif material (1 l).
The letter case of a prefix symbol is determined independently of the unit symbol to which it is attached. Lower case is used for all submultiple prefix symbols and the small multiple prefix symbols up to "k" (for kilo, meaning 103 = 1000 multiplier), whereas upper case is used for larger multipliers:
- 1 ms, a small measure of time ("m" for milli, meaning 10−3 = 1/1000 multiplier).
- 1 Ms, a large measure of time ("M" for mega, meaning 106 = 1 000 000 multiplier).
- 1 mS, a small measure (in millisiemens) of electric conductance.
- 1 MS, a large measure (megasiemens) of electric conductance.
- 1 mm, a small measure of length (the latter "m" for metre).
- 1 Mm, a large measure of length.
Case folding and case conversion
In the character sets developed for computing, each upper- and lower-case letter is encoded as a separate character. In order to enable case folding and case conversion, the software needs to link together the two characters representing the case variants of a letter. (Some old character-encoding systems, such as the Baudot code, are restricted to one set of letters, usually represented by the upper-case variants.)
Case-insensitive operations can be said to fold case, from the idea of folding the character code table so that upper- and lower-case letters coincide. The conversion of letter case in a string is common practice in computer applications, for instance to make case-insensitive comparisons. Many high-level programming languages provide simple methods for case conversion, at least for the ASCII character set.
Whether or not the case variants are treated as equivalent to each other varies depending on the computer system and context. For example, user passwords are generally case sensitive in order to allow more diversity and make them more difficult to break. In contrast, case is often ignored in keyword searches in order to ignore insignificant variations in keyword capitalisation both in queries and queried material.
Unicode case folding and script identification
Unicode defines case folding through the three case-mapping properties of each character: upper case, lower case, and title case (in this context, "title case" relates to ligatures and digraphs encoded as mixed-case single characters, in which the first component is in upper case and the second component in lower case). These properties relate all characters in scripts with differing cases to the other case variants of the character.
As briefly discussed in Unicode Technical Note #26, "In terms of implementation issues, any attempt at a unification of Latin, Greek, and Cyrillic would wreak havoc [and] make casing operations an unholy mess, in effect making all casing operations context sensitive […]". In other words, while the shapes of letters like A, B, E, H, K, M, O, P, T, X, Y and so on are shared between the Latin, Greek, and Cyrillic alphabets (and small differences in their canonical forms may be considered to be of a merely typographical nature), it would still be problematic for a multilingual character set or a font to provide only a single code point for, say, uppercase letter B, as this would make it quite difficult for a wordprocessor to change that single uppercase letter to one of the three different choices for the lower-case letter, the Latin b (U+0062), Greek β (U+03B2) or Cyrillic в (U+0432). Therefore, the corresponding Latin, Greek and Cyrillic upper-case letters (U+0042, U+0392 and U+0412, respectively) are also encoded as separate characters, despite their appearance being basically identical. Without letter case, a "unified European alphabet" – such as ABБCГDΔΕЄЗFΦGHIИJ...Z, with an appropriate subset for each language – is feasible; but considering letter case, it becomes very clear that these alphabets are rather distinct sets of symbols.
Methods in word processing
Most modern word processors provide automated case conversion with a simple click or keystroke. For example, in Microsoft Office Word, there is a dialog box for toggling the selected text through UPPERCASE, then lowercase, then Title Case (actually start caps; exception words must be lowercased individually). The keystroke ⇧ Shift+F3 does the same thing.
Methods in programming
In some forms of BASIC there are two methods for case conversion:
UpperA$ = UCASE$("a") LowerA$ = LCASE$("A")
char upperA = toupper('a'); char lowerA = tolower('A');
#define toupper(c) (islower(c) ? (c) – 'a' + 'A' : (c)) #define tolower(c) (isupper(c) ? (c) – 'A' + 'a' : (c))
This only works because the letters of upper and lower cases are spaced out equally. In ASCII they are consecutive, whereas with EBCDIC they are not; nonetheless the upper-case letters are arranged in the same pattern and with the same gaps as are the lower-case letters, so the technique still works.
Some computer programming languages offer facilities for converting text to a form in which all words are capitalised. Visual Basic calls this "proper case"; Python calls it "title case". This differs from usual title casing conventions, such as the English convention in which minor words are not capitalised.
Originally alphabets were written entirely in majuscule letters, spaced between well-defined upper and lower bounds. When written quickly with a pen, these tended to turn into rounder and much simpler forms. It is from these that the first minuscule hands developed, the half-uncials and cursive minuscule, which no longer stayed bound between a pair of lines. These in turn formed the foundations for the Carolingian minuscule script, developed by Alcuin for use in the court of Charlemagne, which quickly spread across Europe. The advantage of the minuscule over majuscule was improved, faster readability.
In Latin, papyri from Herculaneum dating before 79 CE (when it was destroyed) have been found that have been written in old Roman cursive, where the early forms of minuscule letters "d", "h" and "r", for example, can already be recognised. According to papyrologist Knut Kleve, "The theory, then, that the lower-case letters have been developed from the fifth century uncials and the ninth century Carolingian minuscules seems to be wrong." Both majuscule and minuscule letters existed, but the difference between the two variants was initially stylistic rather than orthographic and the writing system was still basically unicameral: a given handwritten document could use either one style or the other but these were not mixed. European languages, except for Ancient Greek and Latin, did not make the case distinction before about 1300.
The timeline of writing in Western Europe can be divided into four eras:
- Greek majuscule (9th–3rd century BCE) in contrast to the Greek uncial script (3rd century BCE – 12th century CE) and the later Greek minuscule
- Roman majuscule (7th century BCE – 4th century CE) in contrast to the Roman uncial (4th–8th century CE), Roman half uncial, and minuscule
- Carolingian majuscule (4th–8th century CE) in contrast to the Carolingian minuscule (around 780 – 12th century)
- Gothic majuscule (13th and 14th century), in contrast to the early Gothic (end of 11th to 13th century), Gothic (14th century), and late Gothic (16th century) minuscules.
Traditionally, certain letters were rendered differently according to a set of rules. In particular, those letters that began sentences or nouns were made larger and often written in a distinct script. There was no fixed capitalisation system until the early 18th century. The English language eventually dropped the rule for nouns, while the German language keeps it.
Similar developments have taken place in other alphabets. The lower-case script for the Greek alphabet has its origins in the 7th century and acquired its quadrilinear form (that is, characterised by ascenders and descenders) in the 8th century. Over time, uncial letter forms were increasingly mixed into the script. The earliest dated Greek lower-case text is the Uspenski Gospels (MS 461) in the year 835. The modern practice of capitalising the first letter of every sentence seems to be imported (and is rarely used when printing Ancient Greek materials even today).
The individual type blocks used in hand typesetting are stored in shallow wooden or metal drawers known as "type cases". Each is subdivided into a number of compartments ("boxes") for the storage of different individual letters.
The Oxford Universal Dictionary on Historical Advanced Proportional Principles (reprinted 1952) indicates that case in this sense (referring to the box or frame used by a compositor in the printing trade) was first used in English in 1588. Originally one large case was used for each typeface, then "divided cases", pairs of cases for majuscules and minuscules, were introduced in the region of today's Belgium by 1563, England by 1588, and France before 1723.
The terms upper and lower case originate from this division. By convention, when the two cases were taken out of the storage rack and placed on a rack on the compositor's desk, the case containing the capitals and small capitals stood at a steeper angle at the back of the desk, with the case for the small letters, punctuation, and spaces being more easily reached at a shallower angle below it to the front of the desk, hence upper and lower case.
Though pairs of cases were used in English-speaking countries and many European countries in the seventeenth century, in Germany and Scandinavia the single case continued in use.
Various patterns of cases are available, often with the compartments for lower-case letters varying in size according to the frequency of use of letters, so that the commonest letters are grouped together in larger boxes at the centre of the case. The compositor takes the letter blocks from the compartments and places them in a composing stick, working from left to right and placing the letters upside down with the nick to the top, then sets the assembled type in a galley.
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- Hamilton, Frederick W. (1918). Capitals: A Primer of Information About Capitalization with Some Practical Typographic Hints as to the Use of Capitals – via Project Gutenberg.
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