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author | Norbert Preining <norbert@preining.info> | 2019-09-02 13:46:59 +0900 |
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committer | Norbert Preining <norbert@preining.info> | 2019-09-02 13:46:59 +0900 |
commit | e0c6872cf40896c7be36b11dcc744620f10adf1d (patch) | |
tree | 60335e10d2f4354b0674ec22d7b53f0f8abee672 /macros/latex/contrib/biblatex-contrib/biblatex-chicago/RELEASE |
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diff --git a/macros/latex/contrib/biblatex-contrib/biblatex-chicago/RELEASE b/macros/latex/contrib/biblatex-contrib/biblatex-chicago/RELEASE new file mode 100644 index 0000000000..6c2ad051b2 --- /dev/null +++ b/macros/latex/contrib/biblatex-contrib/biblatex-chicago/RELEASE @@ -0,0 +1,1733 @@ +Release notes for version 1.0rc5 [2018-01-16]: + + - Recent releases of biblatex have introduced some compatibility + problems for biblatex-chicago, particularly with regard to the + handling of the "origlanguage" field (now a list), but also through + the renaming of several other fields and declarations, e.g., + \DeclareSortingTemplate. I have improved the handling of the + "origlanguage" list by including many new bibstrings in the + package's localization files, but other changes to formatting + macros have made backward compatibility with older releases of + biblatex difficult or impossible. Please upgrade to version 3.10 + -- which has received the most testing -- to use these styles. + + - As I mentioned in the initial Notice of biblatex-chicago.pdf, the + 17th edition of the Manual has now appeared, and my development + energies from this point will be devoted to upgrading all styles to + conform to it. You can still file bug reports against the 16th + edition, but the next major feature release will be based on the + 17th. In preparation for these changes, I have removed all the + 15th-edition files from the package. + +Other New Features: + + - After fielding multiple requests over the years, I have added three + new entry types -- Jurisdiction, Legal, and Legislation -- to allow + the presentation of court cases, laws, treaties, congressional + (parliamentary) debates and hearings, constitutions, and executive + documents. The first ("round" and "square") and last ("canada", + "constitution", "hansard", "hearing", "uk", and "un") introduce a + number of new "entrysubtypes" to help with formatting quirks, + including the presentation of Canadian and UK materials for + inclusion in an otherwise US context. There are also several new + options ("legalnotes", "noneshort", "short", and "supranotes") for + controlling the output. I have documented all of this in section 6 + of biblatex-chicago.pdf, a separate section both because the + specification really comes from the Bluebook rather than the + Manual, and also because they are the only entry types treated + identically by the notes & bibliography style and the author-date + styles (itself a formatting quirk). You can also look at the + sample files legal-test.bib and cms-legal-sample.pdf to see how you + might construct your database entries. Support for Bluebook + citations is in its infancy, so if you have ideas for sorting out + its complexities more elegantly or spot any inaccuracies then I + would be happy to hear about it. The implementation is intended + mainly for American documents, but there is some rudimentary + localization for the other languages supported by biblatex-chicago. + The actual citations in such contexts would, let it be noted, fall + outside of the Bluebook spec. + + - I am grateful to Gustavo Barros for providing a Brazilian + Portuguese localization for biblatex-chicago, contained in the + cms-brazilian.lbx file. + + - Gustavo also pointed out a couple of instances where the package's + \bibstrings couldn't accommodate the needs of his localization, so + with his help I've split the "recorded" string into "discrecorded" + and "songrecorded", then added it to all the .lbx files. I've also + added two new \bibstrings for the "lista" field format: "subverbo" + and "subverbis". I've added them to all the .lbx files, but only + cms-brazilian.lbx differs from the default. If other languages + need this change please let me know. + + - The same user also suggested a fix to Patent entries: removing the + comma from between the dates when the language doesn't use a comma + in lists. + + - Timo Thoms pointed out some annoying inconsistencies when using the + hyperref package with the author-date styles, and I have attempted + to rectify them. In citations, only the "date" portion should act + as a link, if there is a "date", otherwise a "title" or perhaps a + "shorthand" will link to the entry in the list of references. If + you have entries that you believe should present hyperlinks but + don't, you can try setting the new "hypertitle" option in their + "options" fields. Alternately, you can set the option to "true" + globally in the preamble and then "titles" and "shorthands" will + serve as links whether there's a "date" or not. Cf. section 5.4.3 + in biblatex-chicago.pdf. + + - Bertold Schweitzer requested that the styles allow using the string + "forthcoming" in the "pubstate" field to present sources that are + yet to be published. This is now supported in all styles, and has + the additional benefit of rendering recourse to the \autocap + command unnecessary, as the styles print \bibstring{forthcoming} + where the "year" would normally appear. Using the "year" field + itself is, of course, still supported too. + + - The same user requested that I allow "newspaper" as an exact + synonym of "magazine" in the "entrysubtype" field of Article, + Review, Periodical, and Suppperiodical entries. I have provided + this in all styles, and whereever you see "magazine" in the + documentation then "newspaper" will work in exactly the same way. + + - Bertold also suggested that, following the example of Philip Kime's + biblatex-apa package, I support the use of "related" functionality + when presenting reviews, so that you can, for example, easily + present multiple reviews of the same item. I have provided this + functionality in all styles. To enable it you'll need to set the + "relatedtype" field to "reviewof" in Article, Review, or + Suppperiodical types. You should also read the documentation in + section 4.2.1 or 5.2.1 in biblatex-chicago.pdf, as this + "relatedtype" works somewhat differently from the others. The + standard, manual way of citing such works remains, of course, + available. + + - Jan David Hauck suggested that there was a need for an + "unpublished" "entrysubtype" to the Report type, which would + present the "title" in quotation marks (or plain roman in + authordate-trad) instead of italics. I can't quite tell if the + Manual agrees, but I have fulfilled this request in all styles. + + - The same user pointed out that standard biblatex and the discussion + in the Manual both suggest providing "venue", "eventdate", + "eventtitle", and "eventtitleaddon" fields for the Unpublished + type, thereby allowing for the further specification of unpublished + conference papers and the like. I have added these fields in all + styles. + + - At the request of N. Andrew Walsh, the notes & bibliography style + now offers a way to disambiguate references to different sources + which would ordinarily produce identical short notes, that is, + where the "author" and "labeltitle" are the same. Biblatex's + "uniquework" option is now active by default, and biblatex-chicago + provides three new user options, one for choosing a disambiguating + field, one for setting the punctuation between that field and the + rest of the short note, and one for formatting the field using + parentheses or square brackets -- "shortextrafield", + "shortextrapunct", and "shortextraformat", respectively. Please + see section 4.4.3 in biblatex-chicago.pdf for the details, and note + that "shortextrafield" has to be set for the mechanism to print + anything at all. + + - User Pétùr spotted two long-standing bugs: first, that the + "url=false" option didn't stop the printing of the "urldate", and + second that empty parentheses would appear in some circumstances + around non-existent "dates" in the author-date styles. I have + fixed both. + + - Philipp Immel wondered whether I could address a long-standing bug + when presenting a "subtitle" after a "title" that ends in an + exclamation point or question mark. This bug has existed since the + first release of the 16th-edition styles, and I think I've finally + solved it now (after the release of the Manual's 17th edition). + + +Release notes for version 1.0rc4 [2017-05-02]: + +Another bug-fix release. + + - Marko Wenzel reported, and helped to fix, a fairly major problem + with the date handling in the author-date styles, an issue I hadn't + spotted when doing the date-related updates for 1.0rc2. + + - I've also fixed a long-standing inaccuracy in the date-handling + code of Patent entries in the author-date styles. Such entries now + behave as the documentation claims they do. + +Release notes for version 1.0rc3 [2017-04-20]: + +This is a minor bug-fix release. + + - Charles Schaum reported a whitespace bug that appeared when using + multiple languages with Babel. This was introduced in the last + release by some careless editing by me, and should be fixed now. + + - Charles also pointed me to a discussion about a problem using + BibTeX with biblatex-chicago. Ulrike Fischer very kindly suggested + an elegant solution, and I have integrated it into this release. + +Release notes for version 1.0rc2 [2017-03-26]: + +This is an interim release designed mainly to fix a number of subtle +issues, pointed out by several users, that appear when you use the +newest version of biblatex (3.7). These were mostly concentrated in +the date-handling code, which I believe now behaves correctly, and +should do both with the newest biblatex and with somewhat older +releases. A much larger set of new features is still pending, but I +have fixed some other bugs and added a few new options: + + - J. P. E. Harper-Scott pointed out that, in ordinary British usage, + day numbers are presented as plain cardinals rather than ordinals. + The Manual itself also prefers this format, not only for + American-style dates but also for British ones, so I think the + previous behavior of the package was a bug. I have in both styles + set the default presentation of British day numerals to be plain + cardinals, providing a new preamble option "ordinalgb" restoring + the previous default and printing ordinal dates when using the + "british" language with Babel. + + - I have, in both styles, attempted to provide an improved \partedit + macro, the old one being inconvenient for users writing in French. + The new macro should work now without manual intervention to + provide the correct form of the preposition (de or d'). If you are + using the "french" option to Babel, please take care to remove any + hand-formatting you might have provided in these contexts. + + - Jan David Hauck has both reported a bug in the \gentextcite code in + the author-date styles and also pointed me to its solution, as + provided by moewe on Stackexchange. It turned out there were other + bugs in that code, now also fixed. + + - User laudecir requested a way to present a "shorthand" even in the + first citation of a given work. The new "shorthandfirst" option in + the notes & bibliography style can be set to "true" either in the + preamble or in individual entries, and should make this + functionality simpler to activate than the \shorthandcite command. + + - Also in the notes & bibliography style, Stefan Björk requested a + way to turn off the printing of "url," "doi," and "eprint" + information in notes but not in the bibliography. The new + "urlnotes" option, which you can set to "false" in the preamble or + in individual entries, provides this. Please note that it does not + apply to Online entries. + + - Several users pointed out the presence of warnings in .log files + caused by deprecated grammar in the default Sorting Schemes of both + styles. These should now be fixed. + +Release notes for version 1.0rc1 [2016-06-07]: + + - The 15th-edition styles are now obsolete, and have been moved to a + new obsolete/ subdirectory. You can still use them as they stand, + but they won't compile against the newest biblatex, so you'll have + to make sure that you have an older version (2.9a, perhaps). If + you are still using them, I strongly urge you to consider switching + to the the 16th-edition styles, which contain many new features and + bug-fixes. + + - The old Chicago-specific option "usecompiler" is deprecated, and + has been replaced by the standard biblatex "usenamec". If you have + been using the former in your preamble or in your .bib entries, + please replace it with the latter, which works better across the + board. "Usecompiler" still "works," just not very well. + + - Stefan Björk has very generously provided a Swedish localization + file for the package -- cms-swedish.lbx -- which can be loaded and + used with babel just like the other localizations. + + - I have added support for "related" functionality to all the Chicago + styles, including all the standard biblatex "relatedtypes". It is + turned on by default in all styles, but you can turn it off, or + alter where the information is printed, using the "related" option + in the preamble or in individual entries. In the notes & + bibliography style, "related" information is printed by default + only in the bibliography, but you can change that by setting the + option. In the author-date styles, it will only ever print in the + list of references, depending on the option's setting. Please see + sections 4.2.1 and 5.2.1 of biblatex-chicago.pdf for the details. + + - I have improved the name-handling code in all styles, regularizing + the functioning of the "namea", "nameb", and "namec" fields with + respect to the other, standard biblatex names. The former two in + particular are newly available in the Collection and Periodical + entry types, and biblatex-chicago now recognizes the standard + "usenamea", "usenameb", and "usenamec" toggles, the last replacing + the deprecated "usecompiler" (as above). You can also now use the + "nameatype" field just as you would an "editortype", extending the + possibilities for identifying certain roles attached specifically + to "titles" as opposed to "booktitles" or "maintitles". + + - After a request by user BenVB, I have added support for the + biblatex "shortjournal" field, which allows you to present + abbreviated "journaltitles" in all the styles. You can use the + "journalabbrev" option to control where in your document these + abbreviated forms will appear. By default, the field is ignored in + the notes & bibliography style, and appears only in citations in + the author-date styles. You can also print a list of journal + abbreviations, rather in the manner of a list of shorthands, using + a command like: \printbiblist{shortjournal}. Even though the + Periodical entry type uses the "title" and "shorttitle" fields in + place of "journaltitle" and "shortjournal", these entries are + included in this functionality, and controlled by the same + "journalabbrev" option. Please see s.v. "shortjournal" in sections + 4.2 and 5.2 of biblatex-chicago.pdf. + + - Following a request by Arne Skjærholt, and his generous provision + of some code to get me started, I have implemented a new + \gentextcite citation command in all styles. The "gen" part of the + name refers to the genitive case, and it adds a possessive ending + -- 's by default -- to the author's name in what is otherwise an + ordinary \textcite. You can change the added ending however you + want, using a third optional field to the citation command, and you + can control to which names the ending is added in a \gentextcites + multicite command by using the "genallnames" preamble and entry + option. Please see sections 4.3.2 and 5.3.2 for the details. + + - Stefan Björk pointed out that "url", "doi", and "eprint" + information could be totally ignored in some entries when you used + the abbreviated cross-referencing functionality accessed through + the "crossref" and "xref" fields. At his request, I have provided + a new "xrefurl" entry and preamble option for all the styles to + control the printing of this information in abbreviated notes or + bibliography (reference list) entries. Please see sections 4.4.3 + and 5.4.3 for the details. + + - In a related change, I have stopped child entries inheriting "url", + "doi", and "eprint" fields from their cross-ref'd parents, so if + your documents rely on this behavior please note that you'll have + to provide such fields manually in the child entries. + + - Roger Hart long ago requested a way to control the punctuation + before "book-", "main-", or plain "titleaddon" fields, and I have + finally added it in this release in the form of two entry and + preamble options, "ptitleaddon" and "ctitleaddon", available in all + styles. By default, the former prints \addperiod\addspace, hence + its name, and the latter \addcomma\addspace, but you can change + either or both depending on which field you are using and which + sort of entry it appears in -- the default output can be your guide + to which option(s) to change. Please see the available valid + option keys in sections 4.4.2 and 5.4.2. + + - The same user also long ago requested that the notes & bibliography + style make it possible to use "Idem" when two consecutive notes + cite different works by the same author. You can now use the + standard biblatex option "idemtracker=constrict" in your preamble + to activate this in your documents, but please be aware, first, + that the Manual doesn't exactly approve of this and, second, that + you'll only see "Idem" in short notes, never in full ones, which + seems to be the standard biblatex way of implementing this. + + - Also only in the notes & bibliography style, I have added a + "shorthandpunct" option to control the punctuation that appears + before the first appearance of a "shorthand" and/or a + "shorthandintro" in a long note. The default is \addspace, but you + can change it in your preamble or in individual entries. Please + see the available valid option keys in section 4.4.2 of + biblatex-chicago.pdf. + + - After reading a discussion started by Ryo Furue at github, I have + added, in the author-date styles only, a test to some spacing + commands to prevent line breaks immediately after abbreviation + dots. These tests apply only in running text, never in the list of + references, where good line breaks are already hard enough to find. + + - In addition to moving the 15th-edition styles into an obsolete/ + subdirectory, I have also reorganized the author-date style files, + adding chicago-dates-common.cbx, which contains the code that is + common to the "trad" and the standard "authordate" styles. Nothing + has changed in terms of loading the styles, the changes being + designed primarily to ease maintenance. + + - I have created two new documentation files (and an appendix) to + provide short introductions to the Chicago styles, introductions + which attempt to fill the gap between the Quickstart section of + biblatex-chicago.pdf and the fuller documentation contained in + sections 4 and 5 of that file. Both cms-notes-intro.pdf and + cms-dates-intro.pdf are fully hyperlinked so you can move easily + from formatted citations and (annotated) references to .bib entries + and back, with marginal references to the fuller discussions in + biblatex-chicago.pdf. There is also a short cms-trad-appendix.pdf + file to discuss a few entries that would need special treatment for + the "trad" style. The sample files for each style still exist, but + I intend them mainly for testing purposes, while many more + (annotated) entries are still available for consultation in + notes-test.bib and dates-test.bib. + + - I have made a number of other small enhancements to and fixed + numerous bugs in all the styles, including some subtle inaccuracies + in author-date citations spotted by Arne Skjærholt and some macros + in InProceedings entries that had been missing for years. I have + provided some default values for counters in biblatex-chicago.sty + that aid in breaking long urls across lines, but I make no pretense + that these fully adhere to the Manual's specifications. I have + added a few \bibstrings, currently missing in standard biblatex, to + cms-german.lbx for use with the "related" functionality. + Recommendations for better ones would be gratefully received. + +Release notes for version 0.9.9i [2016-05-16]: + + - This is another interim release, allowing the use of biblatex 3.4 + for those who want to try it. I have also fixed one old formatting + error when "n.d." appears in author-date citations. A full + feature-release based on 3.4 is imminent. + +Release notes for version 0.9.9h [2016-03-22]: + + - This is an interim bug-fix release, updating the styles so that + they will work with biblatex 3.3. The notes & bibliography style, + as pointed out by several users, wouldn't compile at all with the + newest biblatex version, and all styles had inaccuracies in the + presentation of names due to changes in the name-handling code in + biblatex. I've done some testing against biblatex 3.3, and fixed + all the errors I've spotted, but there may still be parts of my + code that need updating to work well with the current version, so + you can still downgrade to an earlier biblatex -- I recommend 2.9a + -- if 3.3 doesn't work for you. The next release will be a feature + release, so if you've made a request, it should be fulfilled then. + + - I've also fixed a couple of long-standing bugs, one in the entry + options controlling abbreviated cross-references and another in the + formatting of the "prenote" field, the latter identified (ages ago) + by Bernd Rellermeyer. + +Release notes for version 0.9.9g [2014-08-21]: + + - Alexandre Roberts found a showstopper in the functionality related + to the new "inheritshorthand" option in the notes & bibliography + style, and I found an unpleasant bug in the formatting of + abbreviated cross-references in the same style. This release, I + hope, fixes both, but is in all other respects identical to 0.9.9f. + +Release notes for version 0.9.9f [2014-08-15]: + + - I've made the alterations needed to bring the styles into line with + the latest version of biblatex (2.9a). This is the version that + has been tested most thoroughly with biblatex-chicago, so I + strongly recommend using it. + + - I fixed several inaccuracies in the presentation of abbreviated + cross-references in all the Chicago styles, and while I was working + on that portion of the code it seemed an opportune moment to + fulfill some feature requests bearing on the same area of + functionality. + + - First, following a request from Alexandre Roberts, I have added the + "inheritshorthand" option to the notes & bibliography style, which + allows child entries to inherit the "shorthand" field from their + parents. This in turn allows the shorthand itself to appear in + place of the usual abbreviated citation of parent entries + cross-referenced by several different child entries, thereby saving + some space. (This behavior was already available in the + author-date styles, so the option is unnecessary there.) You'll + need to use "skipbiblist" in the "options" field of child entries + to make the list of shorthands work correctly. Please see the + documentation of the "shorthand" field for the full explanation. + + - Second, following a request from Kenneth Pearce, I have added to + all Chicago styles the capacity to combine abbreviated + cross-references with the presentation of the original text of + translations (via the "userf" field) or of the original publication + details of an essay or chapter you are citing from a subsequent + reprint (via the "reprinttitle" field). See the documentation of + those fields, and also of "crossref," and note that you can now, + taking certain precautions as outlined in the "shorthand" docs, + combine the "userf," "crossref," and "shorthand" fields. This + mechanism contains a great many moving parts, so please report any + problems you might have with it. + + - Third, and finally, following a bug report by Mark van Atten I have + fixed all Chicago styles so that the biblatex "backref" mechanism + works properly in biblatex-chicago, including in those entries that + use abbreviated cross-references, and in those that use the "userf" + or "reprinttitle" fields. I can't see any instructions concerning + this in the Manual, so I've left the formatting of "backref" lists + in the hands of biblatex itself. If the default behavior doesn't + match your needs, let me know, as it's possible I could add some + further options for modifying it. + + - I have added a new "compresspages" option to all the Chicago + styles. If set to "true" it automatically compresses page ranges + in the "pages" and "postnote" fields, allowing you to type ranges + naturally, e.g., 101--109, and letting the package follow the + Manual's rules for you. (In this case, it would yield 101-9 in the + document.) Thanks are due to David Gohlke who brought to my + attention a discussion that took place a couple of years ago on + Stack Exchange regarding the automatic compression of page ranges. + Biblatex has long had the facilities for providing this, and though + the Manual's rules (9.60) are fairly complicated, Audrey Boruvka + fortunately provided in that discussion code that implements the + specifications. As some users may well be accustomed to + compressing page ranges themselves in their .bib files, and in + their "postnote" fields, I have made the activation of this code a + package option. + + - Several users, most recently David Gohlke, have requested a way to + alter the punctuation that appears just before the "postnote" + argument of citation commands. This allows, in the notes & + bibliography style, citations to fit better into the flow of text, + while in the author-date styles it allows you very easily to insert + comments, which follow a semi-colon, inside parenthetical text + citations. This punctuation is a complex issue in the Manual, but + as a first stab at enabling this greater flexibility, I have + introduced the "postnotepunct" package option. Set to "true," it + allows you to start the "postnote" field with a punctuation mark + (. , ; :) and have it appear as the \postnotedelim in place of + whatever the package might otherwise automatically have chosen. + Please note that this functionality relies on a very nifty macro by + Philipp Lehman which I haven't extensively tested, so I'm labeling + this option "experimental." Note also that the option only affects + the "postnote" field of citation commands, not the "pages" field in + your .bib file. Note, finally, that if you are using the new + "compresspages" option then any "postnote" field starting with a + punctuation mark will require you to do the compression of page + ranges yourself. + + - I've added a new inheritance declaration so that InCollection + entries can inherit from Book entries the same way they inherit + from MVBook. + + - I've fixed a fair number of other bugs, including two in the Ibidem + mechanism pointed out by Bernd Rellermeyer, one in the printing of + dates, and one in the \textcite command in the notes & bibliography + style, these last two pointed out by Kenneth Beesley. The + presentation of all the periodical entry types (without an + "entrysubtype") has also been made more accurate. + +Release notes for version 0.9.9e [2014-01-29]: + + - This minor release fixes a regression in the Ibidem mechanism in + the notes & bibliography style, spotted by Harold Bellemare, and + present in the package since version 0.9.9c. In all other respects + this release is identical to 0.9.9d. + +Release notes for version 0.9.9d [2013-10-30]: + + - I am marking the 15th-edition styles as "strongly deprecated." I + recommend that you switch to one of the 16th-edition styles as soon + as is practicable. The older styles still work, but in the next + major release I shall mark them as "obsolete," and cease updating + them. + +There are four changes in this release that may, depending on various +factors, require alterations in your documents or .bib files: + + - Following requests by Kenneth L. Pearce and Bertold Schweitzer, I + have modified and extended the mechanism for creating abbreviated + citations when several parts of the same collection are included in + a reference apparatus. To the InCollection, InProceedings, and + Letter entries of previous releases, I have added InBook, Book, + BookInBook, Collection, and Proceedings entries. Only InBook + entries join the former three in having this functionality turned + on by default --- if you don't want this, it will require + intervention either in the preamble or in the "options" field of + individual entries. This intervention will be via the new + "longcrossref" option, which controls the behavior of the four + essay-like entry types and defaults to "false," while the new + "booklongxref" option controls the four book-like types and + defaults to "true." The useful settings for the options differ + slightly between the author-date and the notes & bibliography + specifications, so please see all the details in the docs of the + "crossref" field in sections 4.2 and 5.2 of biblatex-chicago.pdf. + + - On the same subject, in the notes & bibliography style, I should + mention that in the first, full citation of one part of a + collection in a note, the code no longer uses a separate citation + of the parent entry to supply parts of what you see printed. (This + led to numerous inaccuracies.) If your setup uses a side-effect of + the old code to print data that hasn't even been inherited by the + child, you may find that you need to change some "xref" fields to + "crossref" fields to make it work correctly now. This situation + will, I imagine, be very rare, but you can look at white:ross:memo + in notes-test.bib to see an example. + + - In the author-date styles, several users have been frustrated by + the lack of an approved way of setting the "cmsdate" option in the + preambles of their documents, and Kenneth L. Pearce requested that + I attempt to ease the burden on users by looking at this again. + With this release, you can now set "cmsdate" either to "both" or + "on" in the preamble, and it will affect all entries (except Music, + Review, and Video) with multiple dates. You can still change this + setting in the "options" field of individual entries, but what you + won't be able to change there is the new call to \DeclareLabeldate + which puts the "origdate" first in the list of dates when Biber + searches for a "labelyear" to use in citations and in the list of + references. If you have been using the "switchdates" mechanism to + get the "origdate" as the "labeldate," your .bib files may need + some editing in order to use the new preamble options. Please see + the documentation of the "date" field in section 5.2 of + biblatex-chicago.pdf for all the (voluminous) details. + + - Following a request by Rasmus Pank Rouland, I adapted new biblatex + code in the \textcite(s) commands in all styles to make them fit + more elegantly in the flow of text. Upon reconsideration of the + commands in the notes & bibliography style, I slightly modified + them, but _only_ when used inside a foot- or endnote. In this + context, by default, for both \textcite and \textcites, you'll now + get the author's name(s) followed by a headless _short_ citation + (or citations) placed within parentheses. You can use + \renewcommand in the preamble of your document to redefine the new + \foottextcite and \foottextcites commands to change this + formatting. See section 4.3.1 of biblatex-chicago.pdf. + +Other New Features: + + - This release includes support, in all styles, for biblatex's + multi-volume entry types: MVBook, MVCollection, MVProceedings, and + MVReference. + + - If you use Biber, I have added several new inheritance schemes to + all styles to make cross-referenced entries work more smoothly: + InCollection entries can now inherit from MVBook just as they do + from MVCollection entries; Letter entries now inherit from Book, + Collection, MVBook, and MVCollection entries the same way an InBook + or an InCollection entry would; the "namea," "nameb," "sortname," + "sorttitle," and "sortyear" fields, all highly single-entry + specific, are no longer inheritable; and the "date" and "origdate" + fields of any MV* entry will _not_ be inherited by any other entry + type. + + - Following a bug report by Henry D. Hollithron, I've added to + Unpublished entries in all styles the possibility of including an + "editor," "translator," etc. + + - Thanks to bug reports from Denis Maier and Bertold Schweitzer, I + corrected inaccuracies and outright bugs in many entry types in all + Chicago styles that appeared when there was a "booktitle" and not a + "maintitle" or vice versa. This also involved another rewrite of + the code handling the "volume" field and other related fields in + all non-periodical entry types that use them. + + - On the subject of the "volume" field, I added a new preamble and + entry option, "delayvolume," to the notes & bibliography style. In + long notes where this data isn't printed before a "maintitle," this + option allows you to print it _after_ the publication information + rather than _before_ it, as may sometimes help clarify things, + according to the Manual. This applies to the non-periodical entry + types only. + + - On the same subject, in all styles, I have added a new preamble and + entry option, "hidevolumes." This controls whether, in entries + where a "volume" has been printed before a "maintitle," any + "volumes" field present will also be printed, in this case _after_ + the "maintitle." By default, this is set to "true," so that the + "volumes" field won't appear in such circumstances. + + - On the same subject, I have modified, in all styles, the field + format for the "part" field, so that if the field contains + something other than a number, biblatex-chicago will print it as + is, capitalizing it if necessary, rather than supplying the usual + bibstring, thus providing a mechanism for altering the string to + your liking. I have also decoupled the "part" field from the + "volume" field, allowing it to be printed even in the absence of + the latter, thereby providing a means to refer to segments of a + larger work that don't easily fit the established schemes. The + iso:electrodoc entry in dates-test.bib shows an example of how this + might work. + + - There is a new "omitxrefdate" preamble and entry option in the + notes & bibliography style. It turns off the printing of the + child's "date" next to its "title" in abbreviated book-like entries + _only_, in both notes and bibliography. + + - Clea F. Rees requested a way to customize the punctuation when a + volume and a page number appear together like so: "2:204." You can + use \renewcommand in your preamble to redefine the new + \postvolpunct command to achieve this, in all styles. If your + document language is French, cms-french.lbx redefines this already + and prints something like "2 : 204." + + - I extended, in all styles, the functions of the "userd" field, + allowing it to modify a "date" field if it hasn't already been + captured by another date specification in the entry. + + - A bug report from Mathias Legrand helped clear up inaccuracies in + the presentation of ordinal numbers in all styles. + + - For the author-date styles, another bug report by Kenneth Pearce + resulted in the addition of the "labelyear" to the default "cms" + sorting scheme so that more entries in the reference list are + sorted properly without further user intervention. + + - George Pigman found an odd punctuation-tracking bug in the + author-date styles. This has been fixed. + + - Marc Sommer found a bug in the presentation of the "prenote" field + in the author-date styles. This has been fixed. + + - In the notes & bibliography style, I improved the behavior of + abbreviated foot- and endnotes when using the hyperref package. + + - I modified the date-presentation code in all the language files + (cms-*.lbx) provided by the package. Now, if an entry contains a + "(*)year" and an "(*)endyear" that are exactly the same, and there + aren't any further month or day specifications, then the "(*)year" + alone will be printed. This allows for the clearing of spurious + "(*)endyears" inherited from parent entries. + + - I discovered some unpleasant side effects of my arrangement of the + .lbx files devoted to Norwegian, and reverted to the arrangement as + originally provided by Håkon Malmedal. + +Release notes for version 0.9.9c [2013-03-15]: + + - I am marking the 15th-edition styles as "deprecated." I recommend + that you switch to one of the 16th-edition styles as soon as is + practicable. The older styles still work, but haven't received any + updates or bug fixes for this release. + + - Antti-Juhani Kaijahano has very kindly provided a new Finnish + localization for biblatex-chicago, called cms-finnish.lbx. As you + will see if you look through it, it is still something of a work in + progress. If you would like to fill some of its lacunae, please do + let me know. + + - Following a report by Bertold Schweitzer, I have added the "namea" + and "nameb" fields to Article and Review entries in all three + 16th-edition Chicago styles. As in all the book-like entry types, + they allow you to associate an editor or a translator specifically + with a "title" rather than, in these cases, with an "issuetitle." + See the docs on these entry types in sections 4.1 and 5.1 in + biblatex-chicago.pdf. + + - Thanks to another report by Bertold I have, in all three + 16th-edition Chicago styles, corrected inaccuracies in the + presentation of the Report entry type. The "number" now appears + immediately after the "type," and the "type" itself is now + capitalized properly depending on its context in an entry. + + - A third report by Bertold, detailing inaccuracies in the treatment + of the "volume" and "volumes" fields in certain contexts, has + resulted in a complete rewrite of the presentation of these (and + several related) fields in all non-periodical entry types in all + three 16th-edition Chicago styles. This won't require any changes + to your .bib files, but the output you see may, in some reasonably + unusual situations, change. Please let me know if something + doesn't look right to you. + + - A fourth report by Bertold revealed some inadequacies with multiple + date presentation in the two 16th-edition author-date styles, + issues that particularly involved cross-referenced entries. In + addition to some general fixes in the code, I have also slightly + changed the functioning of the "cmsdate=both" and "cmsdate=on" + switches. If, and only if, a work has only one date, and there is + no "switchdates" in the "options" field, then "cmsdate=on" and + "cmsdate=both" will both result in the suppression of the + "extrayear" field in that entry. See the "date" field docs in + section 5.2 of biblatex-chicago.pdf. + + - Following a report by Antti-Juhani Kaijahano, I have modified the + presentation of author-less Article and Review entries in the + reference list of both 16th-edition author-date styles. If such a + source had a "magazine" "entrysubtype," the styles would already + use the "journaltitle" at the head of the entry in the list of + references, but if there was no "entrysubtype" the entry would + appear in the list "date" first. Now, in keeping with the Manual + (14.175), the "title" will appear first, in both reference lists + and in-text citations. See especially under Article in section 5.1 + of biblatex-chicago.pdf. + + - Several users have pointed out annoying formatting errors in the + 16th-edition styles. Evan Cortens spotted two bugs in the notes & + bibliography style, one of which, under various circumstances, + introduced extra spaces into long notes and the other of which + affected the formatting of the "type" field in Thesis entries. I + have fixed both, also applying the latter fix to several other + entry types that use the "type" field. Bertold Schweitzer pointed + out a formatting bug with the "issuesubtitle" field in the + author-date style, now fixed. Mark Sprevak reported some spurious + spaces appearing in headers and footers when using the titleps + package; the culprits were errors in the cms-*.lbx files, now + cleaned up. + + - I have rectified a number of other errors, in particular making the + automatic provision of abbreviated cross-references more robust in + InCollection, InProceedings, and Letter entries, improving the + behavior of the "postnote" field in certain corner cases, fixing + bugs in the handling of "pagination" and "bookpagination" fields, + and slightly altering the placement of the "addendum" field in + book-like entries to bring it closer to the Manual's specification. + A number of other, smaller improvements should also bring the + styles into closer conformity with the specification. + +Release notes for version 0.9.9b [2012-12-06]: + + - This release contains a new variant of the author-date style, + available as the "authordate-trad" option when loading + biblatex-chicago. This provides the traditional, plain, + pre-16th-edition Chicago title handling -- sentence-style + capitalization, absence of quotation marks in Article titles and + the like -- but in all other respects follows the 16th-edition + specification, as suggested by the Manual (15.45). Remember that + the "headline" package option can be used to turn off the automatic + sentence-style capitalization, meaning that titles will appear as + presented in the .bib file, at least as far as capitalization is + concerned. Please see especially the documentation under "title" + in section 5.2 of biblatex-chicago.pdf for the details. + + - I have updated calls to \DeclareLabelname and \DeclareLabelyear in + several .cbx files so that the package works correctly with the + most recent version (2.4) of biblatex. + + - Following a request by Norman Gray, and adapting code by Audrey + Boruvka, I have included a \textcite (and a \textcites) command in + the notes & bibliography style for the first time. + + - Following a request by Daniel Possenriede, I have added in all + three 16th-edition styles a new switch, "only", to the "doi" + option, which prints the "doi" field when present and the "url" + field only when there is no "doi." The package default remains, + however, "true". + + - I am grateful to Baldur Kristinsson for providing an Icelandic + localization file for biblatex-chicago, called cms-icelandic.lbx. + You'll see if you look through it that it is still something of a + work in progress, but it should cover most needs in that language + very well. If you would like to fill in some of the gaps please + let me know. + + - I am also grateful to Håkon Malmedal for providing Norwegian + localizations for biblatex-chicago, contained in the files + cms-norsk.lbx, cms-norwegian.lbx, and cms-nynorsk.lbx. + + - I have added a new British localization, cms-british.lbx. The + "british" option to babel should now work without further + intervention. For further details on the usage of all these + localizations please see section 6 of biblatex-chicago.pdf. + + - Several users have reported a bug that resulted in doubled + bibstrings in certain contexts. This happened only when using + localizations for which biblatex-chicago didn't have explicit + support, and it should now be fixed. + + - I have changed the way the 16th-edition author-date styles handle + the Ibidem mechanism. In the absence of a "postnote" field you no + longer get empty parentheses, but rather a standard in-text + citation. If you do have a "postnote" field, then only that will + appear. + +Release notes for version 0.9.9a [2012-07-30]: + + - I have made a few changes to biblatex-chicago.sty to allow the + package to work with the latest version (2.0) of biblatex. In all + other respects this release is identical to 0.9.9. If you do use + the package with biblatex 2.0, please let me know if there are + issues I need to address. Thanks to Charles Schaum for alerting me + to some of them. + +Release notes for version 0.9.9 [2012-07-05]: + +This release contains, for the first time, the style files for the +16th edition of the Chicago Manual of Style. If you wish to begin +using the newest specification, then there are some changes you'll +have to make to your .bib files, which I summarize here. First, I +consider the notes & bibliography style, then author-date. After +that, you can find a listing of more general changes to the package, +followed by the changes I've made to the 15th-edition styles. + +Notes & Bibliography: + + - The specification for Music entries has been significantly altered + for the new edition. You no longer need to worry about the + \textcircledP and \textcopyright signs in the "howpublished" field, + which will be silently ignored, and the "pubstate" field now + reverts to its usual function of identifying reprints or, in this + case, reissues. The spec really only requires a record label + ("series") and catalog number ("number"), though "publisher" is + still available if you need it. There is a new emphasis, finally, + on the dating of musical recordings, so that the "eventdate" gives + the recording date of a particular song or other portion of a + recording, the "origdate" the recording date of an entire album, + and the "date" the publishing date of that album. Please see the + full documentation in biblatex.pdf. + + - The specification for Video entries has also been clarified. For + television series, the episode and series numbers go in + "booktitleaddon" instead of "titleaddon" and, as with Music + entries, the "eventdate" will hold the original broadcast date of + such an episode, or perhaps the recording/performance date of, + e.g., an opera on DVD. The "origdate" will still hold the original + release date of a film, and the "date" the publishing or copyright + date of the medium you are referencing. Please see the full + documentation in biblatex.pdf. + + - You should add CustomC entries to provide bibliographical + cross-references from multiple pseudonyms back to the author's + name. + + - In SuppBook entries, the Manual now requires you to provide the + page range (in the "pages" field) for the specific part you are + citing, e.g., an introduction, foreword, or afterword. + + - In Patent entries, the Manual now prefers sentence-style + capitalization for titles, which you'll need to provide yourself by + hand. + + - When a descriptive phrase is used as an "author," you can now omit + an initial definite or indefinite article, which will help with + alphabetization in the bibliography. + + - A DOI is now preferred to a URL, if both are available. + + - On the same subject, a revision date (or similar) is preferred to + an access date for online material. You can use the new "userd" + field to change the string introducing the "urldate," which + defaults to being an access date. + + - Special imprints are now separated from their parent press by a + forward slash rather than a comma, so can just be added to the + "publisher" field with the usual keyword "and". + + - I have implemented a reasonable, less-flexible facsimile of the + Biber-only command \DeclareLabelname which should work for those + using any backend. It allows biblatex to find a name for short + notes outside the standard name fields, including, notably, in the + "name[a-c]" fields. This should reduce the instances where you + need a "shortauthor" field to provide such a name. + + - The Chicago-specific setting of another Biber-only command, + \DeclareSortingScheme=cms, allows non-standard fields to be + considered by biblatex's sorting algorithms, which should reduce + the instances where you need a "sortkey" or the like in your + entries. If you aren't using Biber, the package reverts to the + standard "nty" sorting scheme. + +Author-Date: + + - All title fields now follow the rules for the notes & bibliography + style as far as punctuation, formatting, and capitalization are + concerned. Biblatex-chicago-authordate will deal with most of this + automatically, but if you have any hand formatting of lowercase + letters within curly braces in your .bib file, you will need to + restore the headline-style capitalization there. Also, you'll need + to be more careful when you provide quotation marks inside titles, + remembering to use \mkbibquote so that punctuation can be brought + inside nested quotation marks. These revisions will apply + particularly to "title," "booktitle," and "maintitle" fields. + + - The one exception to these rules is in Patent entries, where + sentence-style capitalization of the "title" is now specified. + You'll have to provide this by hand yourself, as in the notes & + bibliography style. + + - Because of these changes to title formatting, you'll need to + observe the difference between Article and Review entries, where + the latter contain generic, "Review of ..." titles and the former + standard, specific titles. + + - The presentation of "shorthand" fields has changed. You no longer + need to use the CustomC entry type to include cross-references from + shorthands to expansions in the list of references. Now, simply + using a "shorthand" field in an entry places that "shorthand" in + citations and at the head of the entry in the list of references, + where it will be followed by its expansion within parentheses. The + new system will require help with sorting in the reference list -- + placing the "shorthand" also in a "sortkey" should do the trick. + + - On the subject of CustomC entries, the Manual now recommends using + cross-references in several contexts, particularly when a single + author uses more than one pseudonym. Adding CustomC entries makes + this happen. + + - There have been significant changes when presenting book-like + entries with more than one date. If you are using the "cmsdate=on" + option, or indeed simply placing the earlier date in the "date" + field and the later one in "origdate," the presentation will be the + same as before, but you should understand that the Manual no longer + recommends this "origdate"-only style. It prefers, instead, to + present either the "date" alone or both dates in citations and at + the head of reference list entries. When presenting both dates, + there is now no longer a choice between the "old" and "new" options + for "cmsdate," but only the "both" option. If you have "old" or + "new" in your .bib files, they will be treated as synonyms of + "both". + + - The specification for Music entries has been significantly altered + for the new edition. You no longer need to worry about the + \textcircledP and \textcopyright signs in the "howpublished" field, + which will be silently ignored, and the "pubstate" field reverts to + its more usual function of identifying reprints or, in this case, + reissues. The spec really only requires a record label ("series") + and catalog number ("number"), though "publisher" is still + available if you need it. There is a new emphasis, finally, on the + dating of musical recordings, which means that such entries will + fit better with the author-date style. It also means that I have + had to redefine the various date fields. The "eventdate" gives the + recording date of a particular song or other portion of a + recording, the "origdate" the recording date of an entire album, + and the "date" the publishing date of that album. The earlier date + is the one that will appear in citations and at the head of + reference list entries. Please see the full documentation in + biblatex-chicago.pdf. + + - The specification for Video entries has also been clarified. For + television series, the episode and series numbers go in + "booktitleaddon" instead of "titleaddon" and, as with Music + entries, the "eventdate" will hold the original broadcast date of + such an episode, or perhaps the recording/performance date of, + e.g., an opera on DVD. The "origdate" will still hold the original + release date of a film, and the "date" the publishing or copyright + date of the medium you are referencing. The earlier date, once + again, is the one that will appear in citations and at the head of + reference list entries. Please see the full documentation in + biblatex-chicago.pdf. + + - In SuppBook entries, the Manual now requires you to provide the + page range (in the "pages" field) for the specific part you are + citing, e.g., an introduction, foreword, or afterword. + + - The author-date style now prefers longer bibstrings in the list of + references, bringing it into line with the notes & bibliography + style. Generally, the package will take care of this for you, but + if you've been using abbreviated strings in "note" fields, for + example, you may want to change them so that they conform with the + strings the package provides. In some circumstances the \partedit + macro, and its relatives, may help. + + - When a descriptive phrase is used as an "author," you can now omit + an initial definite or indefinite article, which will help with + alphabetization in the bibliography. + + - A DOI is now preferred to a URL, if both are available. + + - On the same subject, a revision date (or similar) is preferred to + an access date for online material. You can use the new "userd" + field to change the string introducing the "urldate," which + defaults to being an access date. + + - Special imprints are now separated from their parent press by a + forward slash rather than a comma, so can just be added to the + "publisher" field with the usual keyword "and". + + - The 16th edition of the Manual is less than enthusiastic about the + use of "Anon." as the "author," preferring instead that the "title" + or the "journaltitle" take its place. If you do decide to get rid + of "Anon.," new facilities provided by Biber -- see next entry -- + should mean that biblatex no longer requires assistance when + alphabetizing such author-less entries. + + - The Chicago-specific setting of the Biber-only command, + \DeclareSortingScheme=cms, allows non-standard fields to be + considered by biblatex's sorting algorithms, which should reduce + the instances where you need a "sortkey" or the like in your + entries. + + - The Chicago-specific setting of the Biber-only command + \DeclareLabelname allows biblatex to find a name ("label") for + citations outside the standard name fields, including, notably, in + the "name[a-c]" fields. This should reduce the instances where you + need a "shortauthor" field to provide such a name. + +Other New Features: + + - For reprinted books, you can now present more detailed publishing + information about the original edition using the new "origlocation" + and "origpublisher" fields. You can also use the "origlocation" in + Letter or Misc (with "entrysubtype") entries to identify where a + published or unpublished letter was written. These uses apply to + both Chicago styles. + + - Thanks to a patch sent by Kazuo Teramoto, you can now take + advantage of biblatex's facilities for citing "eprint" resources. + There is also a new "eprint" option, set to "true" by default, + which controls the printing of this field in both Chicago styles. + You can set the option both in the preamble and in the "options" + field of individual entries. The field will always print in Online + entries. + + - I have added a new citation command, \citejournal, to the notes & + bibliography style to allow you to present journal articles using + an alternative short note form, which may be a clearer form of + reference in certain circumstances. Such short notes will present + the name of the "author," the "journaltitle," and the "volume" + information. + + - I have included a very slightly modified version of the standard + biblatex \citeauthor command, which may be useful for references to + works from classical antiquity. + + - I have added a new "cmsdate=full" switch to the author-date style, + which only affects citations in the text, and means that a full + date specification will appear there, rather than just the year. + If you follow the Manual's recommendations concerning newspaper and + magazine articles only appearing in running text and not in the + reference list, this option will help. + + - I have added a new "avdate" option to the author-date style, set to + "true" by default in biblatex-chicago.sty. This changes the + default setting of \DeclareLabelyear in Music, Review, and Video + entries to take account of specialized instructions in the Manual + for finding dates to appear in citations and at the head of + reference list entries. Setting "avdate=false" in the options when + you load biblatex-chicago restores the default settings for all + entry types. + + - The Manual has added recommendations for citing blogs, which + generally will need an Article entry with "magazine" + "entrysubtype." You can identify a blog as such by placing "blog" + in the "location" field. If you want to cite a comment to a blog + or to other online material, the Review entry type, "entrysubtype" + "magazine" will serve. The "eventdate" dates the comment, and any + timestamp that is required can go in "nameaddon." These + instructions work in both styles. + + - Photographs are no longer presented differently from other sorts of + artworks so, in effect, in both styles, the Image type is now a + clone of Artwork, though retained for backward compatibility. + + - Following a request by Kenneth Pearce, I have added new facilities + for presenting "shorthands" in both Chicago styles. In both, there + are two new "bibenvironments" which you can set using the "env" + option to the \printshorthands command: "losnotes" formats the list + of shorthands so that it can be presented in a footnote, while + "losendnotes" does the same for endnotes. In both styles, there is + a new preamble option, "shorthandfull", which prints the full + bibliographical information of each entry inside the list of + shorthands, allowing such a list effectively to replace a + bibliography or list of references. In the author-date style, you + need to set the "cmslos=false" option as well, in order for this to + work. In the notes & bibliography style, I have added a new + citation command, \shorthandcite, which prints the "shorthand" even + for the first citation of a given work. + + - Following suggestions by Roger Hart, I have implemented three new + field-exclusion options in the notes & bibliography style. In all + three cases, the field in question will always appear in the + bibliography, but not in long notes, which may help to save space. + The fields at stake are "addendum," "note," and "series," + controlled respectively by the new "addendum", "notefield", and + "bookseries" options. All of these are set to "true" using the new + "completenotes" option in chicago-notes.cbx, but you can change the + settings either in the preamble or in the "options" field of + individual entries. Please see the documentation of these options + in biblatex-chicago.pdf for details on which entry types are + excluded from their scope. + + - Thanks to a coding suggestion from Gildas Hamel, I have redefined + the \bibnamedash in biblatex-chicago.sty, which should now by + default look a little better in a wider variety of fonts. + + - At the request of Baldur Kristinsson, I have added + \DeclareLanguageMapping commands to biblatex-chicago.sty for all + the languages biblatex-chicago provides. If you load the style in + the standard way, you no longer need to provide these mappings + manually yourself. + + - I have improved the date handling in both styles, particularly with + regard to date ranges. + +Changes to the 15th-edition styles: + + - To continue using the 15th-edition styles, for whatever reason, + please remember to specify either "notes15" or "authordate15" when + loading biblatex-chicago in your preamble. + + - For reprinted books, you can now present more detailed information + about the original edition using the new "origlocation" and + "origpublisher" fields. You can also use this field in Letter or + Misc (with "entrysubtype") entries to give the place where a + published or unpublished letter was written. These uses apply to + both styles. + + - Thanks to a patch sent by Kazuo Teramoto, you can now take + advantage of biblatex's facilities for citing "eprint" resources, + but only in the author-date style. There is also a new "eprint" + option, set to "true" by default, which controls the printing of + this field. You can set the option both in the preamble and in the + "options" field of individual entries. The field will always print + in Online entries. + + - I have added a new citation command, \citejournal, to the notes & + bibliography style to allow you to present journal articles using + an alternative short note form, which may be a clearer form of + reference in certain circumstances. Such short notes will present + the name of the "author," the "journaltitle," and the "volume" + information. + + - I have included a very slightly modified version of the standard + biblatex \citeauthor command, which may be useful for references to + works from classical antiquity. + + - I have added a new "cmsdate=full" switch to the author-date style, + which only affects citations in the text, and means that a full + date specification will appear there, rather than just the year. + If you follow the Manual's recommendations concerning newspaper and + magazine articles only appearing in running text and not in the + reference list, this option will help. + + - I have provided a new option, "headline", which turns off the + automatic transformations that produce sentence-style + capitalization in the title fields of the author-date style. If + you set this option, the word case in your title fields will not be + changed in any way, that is, this doesn't automatically transform + your titles into headline-style, but rather allows the .bib file to + determine capitalization. + + - Following a request by Kenneth Pearce, I have added new facilities + for presenting "shorthands" in the author-date style. There are + two new "bibenvironments" which you can set using the "env" option + to the \printshorthands command: "losnotes" formats the list of + shorthands so that it can be presented in a footnote, while + "losendnotes" does the same for endnotes. There is also a new + preamble option, "shorthandfull", which prints the full + bibliographical information of each entry inside the list of + shorthands, allowing such a list effectively to replace a list of + references. You need to set the "cmslos=false" option as well in + order for this to work. + + - Thanks to a coding suggestion from Gildas Hamel, I have redefined + the \bibnamedash in biblatex-chicago.sty, which should now by + default look a little better in a wider variety of fonts. + + - At the request of Baldur Kristinsson, I have added + \DeclareLanguageMapping commands to biblatex-chicago.sty for all + the languages biblatex-chicago provides. If you load the style in + the standard way, you no longer need to provide these mappings + manually yourself. + + - I have improved the date handling in both styles, particularly with + regard to date ranges. + +Release notes for version 0.9.8d [2011-11-15]: + + - Some minor fixes to both styles for compatibility with biblatex + 1.7. + + - Kenneth Pearce found an error in the formatting of BookInBook + titles in the author-date style's list of shorthands. This should + work properly now. + + - Jonathan Robinson spotted some inconsistencies in the way the notes + & bibliography style interacts with the hyperref package. + Following his suggestion, short notes now point to long notes when + the latter are available, but to bibliography entries instead when + you have given the "short" option to biblatex-chicago. + +Release notes for version 0.9.8c [2011-10-12]: + + - Emil Salim pointed out some rather basic errors in the presentation + of InProceedings and Proceedings entries, errors that have been + present from the first release of the style(s). These should now, + belatedly, have been put right. This doesn't require any changes + to your .bib files. + +Release notes for version 0.9.8b [2011-09-29]: + + - Christian Boesch alerted me to some bad date-formatting errors + produced when using the styles with the "german" option to babel. + A little further investigation revealed similar problems with + "french," and before long it became clear that date handling in + biblatex-chicago was generally, and significantly, sub-optimal. + The whole system should now be more robust and more accurate. + + - The new date-handling code shouldn't require any changes to your + .bib files, but users of the author-date style may want to have a + look at the documentation of the Letter and Misc entry types, and + of the four date fields, for some information about how the changes + could simplify the creation of their databases. + +Release notes for version 0.9.8a [2011-09-21]: + + - Fixed a series of unsightly errors in the author-date style, + discovered while working on the pending update to the 16th edition. + + - Fixed bugs uncovered in both the author-date and the notes & + bibliography styles thanks to Charles Schaum's adventurous use of + the "origyear" field. + + - Added two new bibstrings to the cms-*.lbx files to fix potential + bugs in some of the audiovisual entry types. + +Release notes for version 0.9.8 [2011-08-31]: + + - Starting with biblatex version 1.5, in order to adhere to the + author-date specification you will need to use Biber to process + your .bib files, as BibTeX (and its more recent variants) will no + longer provide all the required features. Unfortunately, however, + the current release of Biber (0.9.5) contains bugs that make it + tricky to use with biblatex-chicago. These bugs have been + addressed in 0.9.6 beta, which is available for various operating + systems in the development subdirectory of your SourceForge mirror, + e.g., ... b/project/bi/biblatex-biber/biblatex-biber/development. + (If, by the time you read this, Biber 0.9.6 has already been + released, then so much the better.) Please see the start of + cms-dates-sample.pdf for more details. + + - The switch to Biber for the author-date specification means that + biblatex now provides considerably enhanced handling of the various + date fields. I have attempted to document the relevant changes in + cms-dates-sample.pdf and in the "date" discussion in + biblatex-chicago.pdf, but in my testing the only alterations I've + so far had to make to my .bib files involve adhering more closely + to the instructions for specifying date ranges. Biber doesn't like + {1968/75}, and will ignore it. Either use {1968/1975} or put + {1968--75} in the "year" field. + + - In the notes & bibliography style, and mainly in Article, Letter, + Misc, and Review entries, previous releases of biblatex-chicago + recommended using the \isdot macro when you needed both to define a + field and not have it appear in the printed output. This mechanism + no longer works in biblatex 1.6, and while addressing the problem I + realized that relying on it covered over some inconsistencies and + bugs in my code, so from this release forward you will need to + modify your .bib and .tex files to use other, more standard + mechanisms to achieve the same ends, in particular the + \headlesscite commands and declaring "useauthor=false" in the + "options" field. Please consult the documentation in + biblatex-chicago.pdf section 4.3.1, s.v. "isdot," for a list of + example entries where you can see these changes at work. + + - The 16th-edition files are well under way, but still a work in + progress. + +Other changes in 0.9.8: + + - Fixed the \smartcite citation command in, and added a \smartcites + command to, chicago-notes.cbx, so that the notes & bibliography + style no longer prints parentheses around citations produced using + \autocite(s) commands inside \footnote commands. Many thanks to + Louis-Dominique Dubeau for pointing out this error. + + - Fixed a problem with the \lbx@fromlang command, which biblatex 1.6 + no longer defines. Many thanks to Rembrandt Wolpert and Aaron + Lambert for pointing this out, and to Charles Schaum for posting a + temporary workaround in a newsgroup post. + + - Version 1.6 of biblatex no longer allows you to redefine the + "minnames" and "maxnames" options in the \printbibliography + command, so I've defined "minbibnames" and "maxbibnames" in + biblatex-chicago.sty, instead. These parameters have been + available since version 1.1, so this is now the earliest version of + biblatex that will work with the Chicago styles. Of course, if the + (Chicago-recommended) values of these options don't suit your + needs, you can redefine them in your document preamble. + +Release notes for version 0.9.7a [2011-03-17]: + + - Added the \smartcite citation command to chicago-notes.cbx so that + the notes & bibliography style will work with biblatex 1.3. + + - Added bibstrings "byconductor" and "cbyconductor" to the .lbx + files, mistakenly omitted in version 0.9.7. + + - Minor fixes to the docs. + +Release notes for version 0.9.7 [2011-02-15]: + + - The CustomA and CustomB entry types are now obsolete. Any such + entry in your .bib files will be ignored. Please use Letter and + BookInBook, respectively. + + - If you still have any CustomC entries containing introductions, + afterwords, or the like, please change them to SuppBook, as I have + reclaimed CustomC in order to provide alphabetized cross-references + to other, separate entries in a bibliography or list of references. + + - The directory structure of the package archive has changed. I've + copied that used by the biblatex package, so now you will find a + latex/ directory with further bbx/, cbx/, and lbx/ subdirectories, + and a doc/ directory with an examples/ subdirectory. The files are + the same as in the previous release, merely organized differently. + +Other changes in 0.9.7: + + - I have added three new audiovisual entry types to both styles, + Audio, Music, and Video. The documentation of Audio in sections + 4.1 and 5.1 of biblatex-chicago.pdf contains an overview of the + three, and the details for each type are to be found under their + individual headings. + + - I have added several new bibstrings to the cms-*.lbx files for + these new audiovisual entry types. This means that the + "editortype" fields can now be set to "director," "producer," or + "conductor," depending on your needs. You can also set the fields + to "none," which eliminates all identifying strings, and which is + useful for identifying performers of various sorts. + + - I have transformed the CustomC entry type to enable alphabetized + cross-references -- the "c" is meant to be mnemonic -- to other, + separate entries in a reference list or bibliography. In + particular, this facilitates cross-references to other names in a + list, rather than to other works. In author-date, in a procedure + recommended by the Manual, this now allows you to expand shorthands + inside the reference list rather than in a list of shorthands. In + both styles, you can now provide a pointer to the main entry if a + reader is looking an author up under, e.g., a pseudonym or other + alternative name. + + - I have introduced the "userc" field, intended to simplify the + printing of the cross-references provided by CustomC entries. The + standard \nocite command works as well, but the additional + mechanism may be more convenient in some circumstances. + + - You can now provide an "eventdate" field in Music entries to + identify, e.g., a particular recording session. It will be printed + just after the "title." + + - In the notes & bibliography style, I have now implemented the + "shorthandintro" field, which allows you to change the string + introducing a shorthand in the first, long note. It works just as + it does in the standard biblatex styles. + + - I have added six new field-exclusion options to both styles, all of + which can be set both in the document preamble and/or in the + "options" field of individual .bib entries. Three of these -- + "doi," "isbn," and "url" -- are standard biblatex options, the + others -- "bookpages," "includeall," and "numbermonth" -- are + chicago-specific. + + - I've added the "juniorcomma" option to both styles, which can be + set in the document preamble and/or in the "options" field of + individual entries. It allows you get the traditional comma + between a surname and "Jr." or "Sr." + + - I fixed some old inaccuracies in the syntax of shortened notes and + bibliography entries presenting multiple contributions to one + multi-author (or single-author) volume. For the most part the + changes won't affect your .bib files, but there may be cases where + you need to choose your entry types carefully in order to get the + results you want. For the details, please consult the "crossref" + docs in section 4.2 of biblatex-chicago.pdf. + + - Several other bug fixes -- see biblatex-chicago.pdf for details. + +Release notes for version 0.9.5a [2010-09-07]: + + - This fixes an elementary and show-stopping mistake in + biblatex-chicago.sty, a mistake disguised if you use the csquotes + package, which I do in all my test files. Many thanks to Israel + Jacques and Emil Salim for pointing this out to me. + + - These files have now been tested with biblatex 0.9c and 0.9d, which + both work fine. + +Release notes for version 0.9.5 [2010-09-03]: + +Users upgrading from biblatex-chicago-notes-df may need to alter a few +things in their .bib files and in their document preambles. + + - If you used \usepackage{biblatex-chicago} to load the package, now + you need \usepackage[notes]{biblatex-chicago} instead. (The + default if you don't choose between "notes" and "authordate" is, in + fact, "notes," so even if you don't make this change it should all + still work.) + + - If you used \usepackage[style=chicago-notes-df]{biblatex} to load + the package, then be aware that you now need style=chicago-notes + (or style=chicago-authordate) instead. + + - If you are still, for some reason, using the \custpunctc macro in + your .bib files, it is now obsolete. Its function has been taken + by the punctuation-tracking code present in biblatex for a long + while now. + + - I have slightly improved the Misc entry type that uses an + "entrysubtype." If you are citing archival letters or other + letter-like sources (memoranda, reports, telegrams), then you're + already using the "origdate" field, and that's still correct. If + you're citing non-letter-like sources (interviews, wills, + contracts, personal communications received by yourself), then + putting the date into the "date" field will slightly improve + compliance with the specification, at least as I interpret it. + Nothing untoward will happen if you don't make this change, and the + distinction can be difficult to draw, but it needed mentioning + nonetheless. + + - I've improved the "number" field in Article, Periodical, and Review + entries. You can now put a series or range of numbers into the + field and the style will print them prefixed by the appropriate + bibstring, singular or plural. + + - I've improved author-less Manual, Article, and Review entries (the + latter two with magazine "entrysubtype"). In previous releases of + biblatex-chicago-notes-df you needed a "shortauthor" field to make + sure either the "organization" (in Manual entries) or the + "journaltitle" (in Article and Review entries) appeared in short + notes. The style now automatically takes a name for short notes + from those fields, though you can still use "shortauthor" if you + wish to present it differently, e.g., in an abbreviated form. + Again, you probably needn't change anything in your .bib files, but + being aware of this may make entries simpler to construct in the + future. + + - I've marked the Custom[A-C] entry types as deprecated, in + preparation for reusing them for other purposes in the next major + release. Please change CustomA to Letter, CustomB to BookInBook, + and CustomC to SuppBook in your .bib files. + +Other changes in 0.9.5: + + - The Chicago author-date style is now implemented in the package, + and therefore the package name has changed to biblatex-chicago. A + number of the files inside the package also have altered names -- + the README file and biblatex-chicago.pdf contain the complete list. + + - I've now implemented the biblatex field "pubstate" in both styles. + In the author-date style, it is strongly recommended you use it to + identify reprints by putting the string "reprint" there. The + requirements for formatting such entries are relatively complex, + and the style does the right thing automatically. In the notes & + bibliography style, you can also use the field in the same way to + identify reprints, though placing the \reprint macro in the + "location" field still works as it always has. Don't, please, use + both methods in the same entry. + + - I've improved the functioning of Patent entries to make them more + compliant with the specification. + + - Entries with a classical "entrysubtype" may behave slightly + differently now, as I've improved the provision of punctuation + before certain kinds of page or location specifiers even when + citing works by their traditional divisions. This should, once + again, make the package more compliant. + +Release notes for version 0.9a [2010-03-20]: + + - Small, quick fixes for immediate compatibility with biblatex 0.9a. + +Release notes for version 0.9 [2010-03-18]: + +As I noted in the README file, users will have to modify their .bib +files somewhat to work properly with this release of biblatex-chicago. +Some of these changes result from the disappearance of certain fields +in biblatex itself -- particularly the "day" and "origyear" fields -- +so you should at least skim through Lehman's RELEASE file first to +familiarize yourself with what it means for your setup. The changes +required for Chicago are as follows: + + - In CustomA (Letter) entries, the counter-intuitive reversal of + roles between "year" and "origyear" has been eliminated. In common + with other entry types, the "year" (or "date") field now refers to + the publication date of the collection. The new "origdate" field + now holds the date the letter was written. In short, change the + "date" (or "year," "month," and "day") to "origdate," and change + "origyear" to "year" (or "date"). + + - In Misc entries with an "entrysubtype," used to cite unpublished + sources from a named archive, exactly the same reversal of roles + was in place, and is now eliminated. The new "origdate" field now + holds the date the letter was written or the interview conducted, + so change the "date" (or "year," "month," and "day") to "origdate." + (Under most circumstances, therefore, such entries won't have a + "date" field defined.) Also, the use of the exact string "letter" + in the "entrysubtype" field is no longer required. Using + "origdate" prints the date where you want it, so anything at all in + "entrysubtype" will do the trick, with "letter" being as good as + anything else, meaning you don't actually have to modify this + field. + + - In Patent entries, you need to make similar changes. The + "origdate" field now holds the date the patent was filed, and the + "date" field identifies when the patent was granted, if it was + granted. You no longer need a specially-formatted "addendum" field + for these entries. In short, change the "date" (or "year," + "month," and "day") to "origdate," and put the date from the + "addendum" field into "date." Any supplemental information you + want printed after the dates of the patent can still be given in + the "addendum" field, but most such entries won't require this. + + - The "userd" field is now obsolete. If by some chance you are still + using it, please move any information found there into the + "edition" field. + +Other changes in 0.9: + + - Added the files cms-german.lbx (with its clone cms-ngerman.lbx) and + cms-french.lbx, which allow the creation of Chicago-like references + in those languages. + + - Added the package option "annotation" to allow the creation of + annotated bibliographies. + + - Added the new biblatex BookInBook entry type, which functions as an + alias to CustomB. + + - Following biblatex's example, using the editortype field now turns + off the package's usual string concatenation mechanisms. + + - Added support for the new editor[a-c] and editor[a-c]type fields, + which function as they do in the standard biblatex styles. + + - My modified csquotes.cfg file is now obsolete, and has been removed + from the package. Please upgrade to the latest version of + csquotes. + + - Added bibstrings to help with internationalization. The new ones + you might use in a .bib file are: pseudonym, nodate, + revisededition, numbers, and reviewof. + +Changelog for version 0.8.9d [2010-02-16]: + + - Bug fix release, the last in the 0.8.9 series, intended for use + with biblatex 0.8i, _not_ with 0.9. See note above. + +Changelog for version 0.8.9c [2009-11-04]: + + - Bug fix release. The details are in biblatex-chicago-notes-df.pdf. + +Changelog for version 0.8.9b [2009-09-09]: + + - Fixed several bugs, both recent and venerable. Please upgrade to + the latest version of biblatex (0.8h at time of writing), though I + have attempted to maintain backward compatibility at least with + 0.8e. + + - Experimental version of the "reprinttitle" field, which allows you + to provide original publication details of essays or chapters you + are citing from a later reprint. See the pdf file for all the + details. + +Changelog for version 0.8.9a [2009-07-05]: + + - Minor fixes to allow compatibility with biblatex 0.8e. The package + still works with 0.8d and 0.8c, as well. + +Changelog for version 0.8.9 [2009-07-02]: + + - The default way of loading the package has changed. Please see the + documentation for all the details, but in short, if you used to + load it with a command like: + + \usepackage[style=chicago-notes-df,further-options]{biblatex} + + you should now load it like so: + + \usepackage[further-options]{biblatex-chicago} + + - All single-letter bibstrings are now obsolete. Please use \autocap + instead + + - You should be using at least biblatex version 0.8c. 0.8d would be + even better. + + - The package-specific bibstrings have been removed from the .cbx and + .bbx files and gathered in a new file, cms-american.lbx. This + changes somewhat the way the package interacts with babel, making + it simpler if you want the defaults, but more complicated if you + require non-standard features. In short, assuming you use the + default loading option I've just described, then babel's main text + language can be american or english, or alternately you can turn + off babel altogether, and the strings should be available + automatically. + + - Added two new entry types, Artwork and Image. + + - Added a new bibliography and entry option usecompiler, set to true + by default in biblatex-chicago.sty. + + - Added the new bibliography option footmarkoff to + biblatex-chicago.sty. This turns off the optional formatting of + marks (in-line instead of superscript) on foot- or endnotes, + returning you to the LaTeX defaults. + + - Added the new citation command \headlesscite, which works like + \headlessfullcite but allows biblatex to decide whether to print + the full or the short version of the reference. + + - Adopted biblatex's end-of-entry punctuation system, which fixes + issues several users have been seeing with the solution I offered + in previous releases. + + - Added a modified csquotes.cfg file (in the XeLaTeX subdirectory) to + address issues users were having when using XeLaTeX with + biblatex-chicago. Please see the docs for the details. + + - Added a new shorthandibid option that allows you to print "Ibid." + after repeated references to an entry which contains a shorthand + field. Previously, the shorthand itself would always be printed, + and this behavior remains the default if you don't set this option. + + - Added a clone of biblatex's natbib option, so that users who use + \usepackage{biblatex-chicago} instead of \usepackage{biblatex} can + still have access to the biblatex's natbib compatibility code in + bibnatex.def. + +Changelog for version 0.8.5a [2009-06-14]: + + - Quick and dirty fix to allow compatibility with biblatex 0.8d. + +Changelog for version 0.8.5 [2009-01-10]: + + - At least version 0.8b of biblatex now required -- even better, get + the latest (0.8c). + + - Adopted the "American" punctuation tracker provided by biblatex, + which fixes many small formatting errors and eliminates the need + for \custpunct commands, but requires that you use \mkbibquote when + quoted material appears inside a bibliography field. + + - Loading babel with "American" as the main text language now + _strongly_ recommended. + + - The CustomC entry type now allows referencing any sort of post- or + pre-matter via the type field, though the old mechanism remains in + place for backward compatibility. The new SuppBook and + SuppCollection entry types are aliased to CustomC, and therefore + work in exactly the same way. + + - The new SuppPeriodical entry type is aliased to Review, and Letter + to CustomA. + + - For InReference entries the postnote field of a citation command is + now automatically treated as an alphabetized encyclopedia entry, + that is, it will be placed in quotation marks and prefaced with the + string "s.v." This may allow multiple citations of the same + reference work without multiplying .bib entries. + + - The biblatex option "usetranslator" is now set to "true" by + default, which means entries will automatically be alphabetized by + their translator in the absence of an author or an editor. + + - I've added some color-coding to biblatex-chicago-notes-df.pdf to + highlight new or significantly revised sections. + +Changelog for version 0.8.2.2 [2008-11-24]: + + - Fixed spurious commas in some bibliography entries. + +Changelog for version 0.8.2 [2008-11-03]: + + - Fixed several formatting glitches between citations in multicite + commands and also after some prenotes. + +Changelog for version 0.8.1 [2008-10-22]: + + - Updated the .bbx and .cbx files to work with biblatex 0.8. This + most recent version of biblatex is now required for + biblatex-chicago-notes-df to work. + + - The origlocation field is now obsolete, and has been replaced by + lista. Please update your .bib files accordingly. + + - The single-letter \bibstring commands I provided in version 0.7 are + now deprecated. In most cases, you'll be able to take advantage of + the automatic contextual capitalization facilities introduced in + this release, but if you still need the single-letter \bibstring + functionality then you should switch to \autocap, as I shall be + removing the single-letter bibstrings in a future release. See the + \autocap docs for all the details. + + - The userd field is now deprecated, as biblatex 0.8 allows all forms + of data to be included in the edition field. I shall be removing + userd in a future release, so please update your .bib files as soon + as is convenient. + + - Added the usera field, which holds supplemental information about a + journaltitle in article and review entries. See the documentation + of the field for details. + + - Other minor fixes and additions. See the full changelog for more. + +Changelog for version 0.7 [2008-08-18]: + + - First public release + +Copyright (c) 2008-2018 David Fussner. This package is +author-maintained. This work may be copied, distributed and/or +modified under the conditions of the LaTeX Project Public License, +either version 1.3 of this license or (at your option) any later +version. The latest version of this license is in +http://www.latex-project.org/lppl.txt and version 1.3 or later is part +of all distributions of LaTeX version 2005/12/01 or later. This +software is provided "as is," without warranty of any kind, either +expressed or implied, including, but not limited to, the implied +warranties of merchantability and fitness for a particular purpose. |