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author | Karl Berry <karl@freefriends.org> | 2011-08-31 21:32:07 +0000 |
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committer | Karl Berry <karl@freefriends.org> | 2011-08-31 21:32:07 +0000 |
commit | 6a11d2c3656f990f59782df3b1eb5648660d8959 (patch) | |
tree | 5ae5c51da61e99a704486da854fc4fd17907f0d1 /Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex | |
parent | a706eaebd9e859c2a4e3da9247666a364345b6e9 (diff) |
biblatex-chicago (31aug11)
git-svn-id: svn://tug.org/texlive/trunk@23763 c570f23f-e606-0410-a88d-b1316a301751
Diffstat (limited to 'Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex')
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex | 860 |
1 files changed, 522 insertions, 338 deletions
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex index 59e76141283..8f90479c1fb 100644 --- a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex @@ -56,7 +56,7 @@ Style files for biblatex \vspace{.3\baselineskip} -\sffamily\normalsize\bfseries David Fussner\qquad Version 0.9.7a (beta) \\ +\sffamily\normalsize\bfseries David Fussner\qquad Version 0.9.8 (beta) \\ \href{mailto:djf027@googlemail.com}{djf027@googlemail.com}\\ \today \end{center} @@ -134,7 +134,7 @@ release. \begin{itemize}{}{} \item Philipp Lehman's \textsf{biblatex} package, of course! You - should use the latest version --- 1.3 at the time of writing --- as + should use the latest version --- 1.6 at the time of writing --- as that version has been tested more thoroughly than any other, meaning that these style files may well not function properly with some earlier iterations of \textsf{biblatex}. Lehman's tools require @@ -152,13 +152,22 @@ release. \item \textsf{bibtex8} --- a replacement for \textsc{Bib}\TeX, which can, with the right com\-mand-line switches, process very large .bib files. It also does the right thing when alphabetizing - non-ASCII entries. It is available from CTAN (highly - recommended). - \item \textsf{Biber} --- alternatively, you can use the - next-generation \textsc{Bib}\TeX\ replacement, called - \textsf{Biber}, which is available from SourceForge. You need the - latest version (0.8.3) to work with \textsf{biblatex} 1.3, and it - is required for users who are processing a .bib file in Unicode. + non-ASCII entries. It is available from CTAN, but please be aware + that this database parser no longer suffices if you are using the + Chicago author-date style with any version of \textsf{biblatex} + from version 1.5 onwards. For that style you must use the + following: + \item \mycolor{\textsf{Biber}} --- the next-generation + \textsc{Bib}\TeX\ replacement, called \textsf{Biber}, which is + available from SourceForge. You need version 0.9.6 beta or higher + to work with \textsf{biblatex-chicago} and \textsf{biblatex} 1.6, + and it is required for users who are either using the author-date + style or processing a .bib file in Unicode. The latest stable + release is 0.9.5, but it has bugs that make it tricky to use with + \textsf{biblatex-chicago}, so I recommend downloading the current + beta from your local + \href{http://www.mirrorservice.org/sites/download.sourceforge.net/pub/sourceforge/b/project/bi/biblatex-biber/biblatex-biber/development/binaries/}{SourceForge} + mirror. See \textsf{cms-dates-sample.pdf} for more details. \end{itemize} \item The line: \begin{quote} @@ -167,7 +176,7 @@ release. in your document preamble to load the notes \&\ bibliography style, or the line: \begin{quote} - \cmd{usepackage[authordate]\{biblatex-chicago\}} + \cmd{usepackage[authordate,backend=biber]\{biblatex-chicago\}} \end{quote} to load the author-date style. Any other options you usually pass to \textsf{biblatex} can be given to \textsf{biblatex-chicago} @@ -442,19 +451,18 @@ from the latter file below in parentheses. The complete list of entry types currently available in \textsf{biblatex-chicago-notes}, minus the odd \textsf{biblatex} -alias, is as follows: \textbf{article}, \textbf{artwork}, -\mycolor{\textbf{audio}}, \textbf{book}, \textbf{bookinbook}, -\textbf{booklet}, \textbf{collection}, \mycolor{\textbf{customc}}, -\textbf{image}, \textbf{inbook}, \textbf{incollection}, -\textbf{inproceedings}, \textbf{inreference}, \textbf{letter}, -\textbf{manual},\textbf{misc}, \mycolor{\textbf{music}}, -\textbf{online} (with its alias \textbf{www}), \textbf{patent}, -\textbf{periodical}, \textbf{proceedings}, \textbf{reference}, -\textbf{report} (with its alias \textbf{techreport}), \textbf{review}, -\textbf{suppbook}, \textbf{suppcollection}, \textbf{suppperiodical}, -\textbf{thesis} (with its aliases \textbf{mastersthesis} and -\textbf{phdthesis}), \textbf{unpublished}, and -\mycolor{\textbf{video}}. +alias, is as follows: \mycolor{\textbf{article}}, \textbf{artwork}, +\textbf{audio}, \textbf{book}, \textbf{bookinbook}, \textbf{booklet}, +\textbf{collection}, \textbf{customc}, \textbf{image}, +\textbf{inbook}, \textbf{incollection}, \textbf{inproceedings}, +\textbf{inreference}, \textbf{letter}, \textbf{manual},\textbf{misc}, +\textbf{music}, \textbf{online} (with its alias \textbf{www}), +\textbf{patent}, \textbf{periodical}, \textbf{proceedings}, +\textbf{reference}, \textbf{report} (with its alias +\textbf{techreport}), \mycolor{\textbf{review}}, \textbf{suppbook}, +\textbf{suppcollection}, \textbf{suppperiodical}, \textbf{thesis} +(with its aliases \textbf{mastersthesis} and \textbf{phdthesis}), +\textbf{unpublished}, and \textbf{video}. \mylittlespace What follows is an attempt to specify all the differences between these types and the standard provided by @@ -467,7 +475,7 @@ very few fields when you use \textsf{biblatex-chicago-notes}, so it seemed to me better to gather information pertaining to fields in the next section. -\mybigspace The \mymarginpar{\textbf{article}} \emph{Chicago Manual of +\mybigspace The \colmarginpar{\textbf{article}} \emph{Chicago Manual of Style} (17.148) recognizes three different sorts of periodical publication, \enquote{journals,} \enquote{magazines,} and \enquote{newspapers.} The first (17.150) includes \enquote{scholarly @@ -564,12 +572,13 @@ only in such entries, a missing \textsf{author} field results in the name of the periodical (in the \textsf{journaltitle} field) being used as the missing author. If, for reasons of emphasis or merely because of personal preference, you wish to keep the \textsf{title} in initial -position, then you need to define the \textsf{author} using, as you -can see from the examples in \textsf{notes-test.bib}, the -\textsf{biblatex} macro \cmd{isdot}, which functions, in this context, -to define the \textsf{author}, yet to print nothing. Note that if you -choose to use the name of the newspaper as an author, then you'll need -a \textsf{sortkey} field to ensure that the bibliography entry is +position, then you need to define the \textsf{author} using, +effectively, anything at all, then set \texttt{useauthor=false} in the +\textsf{options} field. (The \cmd{isdot} macro in the \textsf{author} +field no longer works on its own under \textsf{biblatex 1.6}, so you +may need to change your .bib files when you upgrade.) Note that if +you choose to use the name of the newspaper as an author, then you'll +need a \textsf{sortkey} field to ensure that the bibliography entry is alphabetized by \textsf{journaltitle} rather than by \textsf{title}. The provision of a \textsf{shortauthor} field is no longer necessary, as in its absence the package automatically takes it from @@ -678,7 +687,7 @@ use the \textsf{misc} entry type with an \textsf{entrysubtype}. Fortunately, in this instance the other fields in a \textsf{misc} entry function pretty much as in \textsf{artwork} or \textsf{image}. -\mybigspace For \colmarginpar{\textbf{audio}} this release of +\mybigspace For \mymarginpar{\textbf{audio}} this release of \textsf{biblatex-chicago}, following the request of Johan Nordstrom, I have included three new entry types, all undefined by the standard styles, designed to allow users to present audiovisual sources in @@ -691,19 +700,18 @@ There are likely to be occasions when your choice of entry type is not obvious, but at the very least \textsf{biblatex-chicago} should help you maintain consistency. -\mylittlespace The \mycolor{\textbf{music}} type is intended for all -musical recordings that do not have a video component. This means, -for example, digital media (whether on CD or hard drive), vinyl -records, and tapes. The \mycolor{\textbf{video}} type includes -(nearly) all visual media, whether it be films, TV shows, tapes and -DVDs of the preceding or of any sort of performance (including music), -or online multimedia. Finally, the \mycolor{\textbf{audio}} type, our -current concern, fills gaps in the two others, and presents its -sources in a more \enquote{book-like} manner. Published musical -scores need this type --- unpublished ones would use \textsf{misc} -with an \textsf{entrysubtype} (shapey:partita) --- as do such favorite -educational formats as the slideshow and the filmstrip -(greek:filmstrip, schubert:muellerin, verdi:corsaro). The +\mylittlespace The \textbf{music} type is intended for all musical +recordings that do not have a video component. This means, for +example, digital media (whether on CD or hard drive), vinyl records, +and tapes. The \textbf{video} type includes (nearly) all visual +media, whether it be films, TV shows, tapes and DVDs of the preceding +or of any sort of performance (including music), or online multimedia. +Finally, the \textbf{audio} type, our current concern, fills gaps in +the two others, and presents its sources in a more \enquote{book-like} +manner. Published musical scores need this type --- unpublished ones +would use \textsf{misc} with an \textsf{entrysubtype} (shapey:partita) +--- as do such favorite educational formats as the slideshow and the +filmstrip (greek:filmstrip, schubert:muellerin, verdi:corsaro). The \emph{Manual} (17.269--270) sometimes uses a similar format for audio books and even for films (twain:audio, weed:flatiron), though elsewhere these sorts of material are presented as \textsf{music} and @@ -711,7 +719,7 @@ elsewhere these sorts of material are presented as \textsf{music} and sorts of publication facts you wish to present --- cf.\ \emph{Manual} 17.269. -\enlargethispage{-\baselineskip} +%\enlargethispage{-\baselineskip} \mylittlespace Once you've accepted the analogy of composer to \textsf{author}, constructing an \textsf{audio} entry should be fairly @@ -763,19 +771,19 @@ uses the \textsf{howpublished} field instead of a standard \textsf{howpublished} field should instead go in \textsf{publisher}. (See clark:mesopot.) -\mybigspace This \colmarginpar{\textbf{customa}} entry type is now +\mybigspace This \mymarginpar{\textbf{customa}} entry type is now obsolete, and any such entries in your .bib file will trigger an error. Please use the standard \textsf{biblatex} \textbf{letter} type instead. %\enlargethispage{-\baselineskip} -\mybigspace This \colmarginpar{\textbf{customb}} entry type is now +\mybigspace This \mymarginpar{\textbf{customb}} entry type is now obsolete, and any such entries in your .bib file will trigger an error. Please use the standard \textsf{biblatex} \textbf{bookinbook} type instead. -\mybigspace This \colmarginpar{\textbf{customc}} entry type has +\mybigspace This \mymarginpar{\textbf{customc}} entry type has undergone a metamorphosis with this release, as I previously warned both here and in the RELEASE file. Rather than being a (deprecated) alias of the standard \textsf{biblatex} \textbf{suppbook}, it now @@ -795,7 +803,7 @@ under which his or her works are presented in the bibliography, in the \textsf{title} field. To make sure the cross-reference also appears in the bibliography, you can either manually include the entry key in a \cmd{nocite} command, or you can put that entry key in the -\mycolor{\textbf{userc}} field in the main .bib entry, in which case +\textbf{userc} field in the main .bib entry, in which case \textsf{biblatex-chicago} will print the expanded abbreviation if and only if you cite the main entry. (Cf.\ lecarre:cornwell, lecarre:quest; \textsf{userc}, below.) @@ -1043,7 +1051,7 @@ define both \textsf{author} and \textsf{publisher} using the name you here might have put in \textsf{organization}. (See 17:47; chicago:manual, dyna:browser, natrecoff:camera.) -\mybigspace As \mymarginpar{\textbf{misc}} its name suggests, the +\mybigspace As \colmarginpar{\textbf{misc}} its name suggests, the \textsf{misc} entry type was designed as a hold-all for citations that didn't quite fit into other categories. In \textsf{biblatex-chicago-notes}, I have somewhat extended its @@ -1118,14 +1126,15 @@ fields (in ascending order of generality) allow the specification of which manuscript collection now holds the letter, though the \emph{Manual} specifies (17.228) that well-known depositories don't usually need a city, state or country specified. (The traditional -\textsf{misc} fields are all still available, also.) The short note -form can use the same title, but you may need to define the -\textsf{shortauthor} field with, e.g., an \cmd{isdot} command to make -it work (creel:house). If you want to include the date of a letter in -a short note, I have provided the \cmd{letterdatelong} command for -inclusion in the postnote field of the citation command. (The -standard \textsf{biblatex} command \cmd{printdate} will work if you -need to do the same for interviews.) +\textsf{misc} fields are all still available, also.) Both the long +and short note forms can use the same \textsf{title}, but in both +cases you may need to use the \cmd{headlesscite} command to avoid the +awkward repetition of the author's name, though that name will always +appear in the bibliography (creel:house). If you want to include the +date of a letter in a short note, I have provided the +\cmd{letterdatelong} command for inclusion in the postnote field of +the citation command. (The standard \textsf{biblatex} command +\cmd{printdate} will work if you need to do the same for interviews.) %\vspace{\baselineskip} @@ -1154,12 +1163,12 @@ conformity to some external standard, so it is the former which you should pursue. I hope that \textsf{biblatex-chicago-notes} proves helpful in this regard. -\mybigspace This \colmarginpar{\textbf{music}} is one of three new +\mybigspace This \mymarginpar{\textbf{music}} is one of three new audiovisual entry types, and is intended primarily to aid in the presentation of musical recordings that do not have a video component, though it can also include audio books (auden:reading). A DVD or VHS of an opera or other performance, by contrast, should use the -\mycolor{\textbf{video}} type instead (handel:messiah). Because +\textbf{video} type instead (handel:messiah). Because \textsf{biblatex} --- and \textsc{Bib}\TeX\ before it --- were designed primarily for citing book-like objects, some choices needed to be made in assigning the various roles found on the back of a CD to @@ -1227,8 +1236,8 @@ the current equivalences. \end{description}} I should also note here that I have implemented the standard -\textsf{biblatex} \mycolor{\textsf{eventdate}} field, in case you need -it to identify a particular recording session or concert. It will be +\textsf{biblatex} \textsf{eventdate} field, in case you need it to +identify a particular recording session or concert. It will be printed just after the \textsf{title}. The entries in \textsf{notes-test.bib} should at least give you a good idea of how this all works, and that file also contains an example of an audio @@ -1271,7 +1280,7 @@ title should go in \textsf{titleaddon}, not forgetting to begin that field with a lowercase letter so that capitalization will work out correctly. -\enlargethispage{-\baselineskip} +\enlargethispage{\baselineskip} \mybigspace The \mymarginpar{\textbf{patent}} \emph{Manual} is very brief on this subject (17.219), but very clear about which information @@ -1339,9 +1348,9 @@ Technical Report Number of a technical report. As in standard report type in \textsf{note} and the \textsf{institution} in \textsf{publisher}. (See herwign:office.) -\enlargethispage{\baselineskip} +%\enlargethispage{\baselineskip} -\mybigspace The \mymarginpar{\textbf{review}} \textsf{review} entry +\mybigspace The \colmarginpar{\textbf{review}} \textsf{review} entry type was added to \textsf{biblatex 0.7}, and it certainly eases the task of coping with the \emph{Manual}'s complicated requirements for citing periodicals of all sorts, though it doesn't, I admit, eliminate @@ -1395,15 +1404,18 @@ provide a formatted \textsf{shortauthor} field for when a package automatically prints the former there in the absence of anything else (gourmet:052006, nyt:trevorobit). If you wish to keep the title at the head of an entry, then you'll need to define -\textsf{author} with \cmd{isdot}, (as in nyt:obittrevor, by contrast -with nyt:trevorobit). As in \textsf{misc} entries with an -\textsf{entrysubtype}, words like \enquote{interview,} -\enquote{review,} and \enquote{letter} only need capitalization after -a full stop, i.e., ordinarily in a bibliography and not a note, so -\textsf{biblatex-chicago-notes} automatically deals with this problem -itself if you start the \textsf{title} field with a lowercase letter. -The file \textsf{notes-test.bib} and the documentation of -\cmd{autocap} will provide guidance here. +\textsf{author} somehow and place \texttt{useauthor=false} in the +\textsf{options} field (as in nyt:obittrevor, by contrast with +nyt:trevorobit. Please note that the \cmd{isdot} macro alone in the +\textsf{author} field no longer works in \textsf{biblatex} 1.6, so you +may need to check your .bib files when you upgrade.) As in +\textsf{misc} entries with an \textsf{entrysubtype}, words like +\enquote{interview,} \enquote{review,} and \enquote{letter} only need +capitalization after a full stop, i.e., ordinarily in a bibliography +and not a note, so \textsf{biblatex-chicago-notes} automatically deals +with this problem itself if you start the \textsf{title} field with a +lowercase letter. The file \textsf{notes-test.bib} and the +documentation of \cmd{autocap} will provide guidance here. \mybigspace This \mymarginpar{\textbf{suppbook}} is the entry type to use if the main focus of a reference is supplemental material in a @@ -1458,7 +1470,7 @@ this purpose, and now you can use either of these, as I've added above under \textbf{review} for the full instructions on how to construct a .bib entry for such a reference. -\enlargethispage{-\baselineskip} +%\enlargethispage{-\baselineskip} \mybigspace The \mymarginpar{\textbf{unpublished}} \textsf{unpublished} entry type works largely as it does in standard @@ -1469,7 +1481,7 @@ an\ \cmd{autocap} command in the somewhat contradictory ordinarily be capitalized except at the beginning of a sentence (nass:address). -\mybigspace This \colmarginpar{\textbf{video}} is the last of the new +\mybigspace This \mymarginpar{\textbf{video}} is the last of the new audiovisual entry types, and as its name suggests it is intended for citing visual media, be it films of any sort or TV shows, broadcast, on the Net, on VHS, DVD, or Blu-ray. As with the \textsf{music} type @@ -1779,7 +1791,7 @@ ordinarily only be capitalized at the beginning of a sentence, then simply ensure that that word is in lowercase, and \textsf{biblatex-chicago-notes} will automatically do the right thing. -\enlargethispage{-\baselineskip} +%\enlargethispage{-\baselineskip} \mybigspace This \mymarginpar{\textbf{chapter}} field holds the chapter number, mainly useful only in an \textsf{inbook} or an @@ -1841,23 +1853,23 @@ prairie:state you'll see this mechanism in action in both notes and bibliography. If you wish to disable this, then simply don't use a \textsf{crossref} or \textsf{xref} field in your entries. -\mylittlespace There \colmarginpar{\textsf{New!}} is a subtlety -involved in this mechanism that I should address here. Andrew -Goldstone has pointed out to me some inaccuracies in the package's -treatment of these abbreviated citations, both in notes and -bibliography. Most of the changes I've made won't affect users in any -way, only the actual printed output, but if you refer separately to -chapters in a single-author \textsf{book}, then the shortened part of -the reference, to the whole book, won't repeat the author's name -before the title of the whole. If, however, you refer separately to -parts of a \textsf{collection} or \textsf{proceedings}, even when the -\textsf{editor} of the \textsf{collection} is the same as the -\textsf{author} of an essay in the collection, you will see the name -repeated before the abbreviated part referencing the whole parent -volume. Because the code tests for entry type, if you don't use -\textsf{collection} or \textsf{proceedings} for the whole volume, -you'll not get the repeated name, so there may be corner cases where -careful choice of the parent entry type gets you what you want. +\mylittlespace There is a subtlety involved in this mechanism that I +should address here. Andrew Goldstone has pointed out to me some +inaccuracies in the package's treatment of these abbreviated +citations, both in notes and bibliography. Most of the changes I've +made won't affect users in any way, only the actual printed output, +but if you refer separately to chapters in a single-author +\textsf{book}, then the shortened part of the reference, to the whole +book, won't repeat the author's name before the title of the whole. +If, however, you refer separately to parts of a \textsf{collection} or +\textsf{proceedings}, even when the \textsf{editor} of the +\textsf{collection} is the same as the \textsf{author} of an essay in +the collection, you will see the name repeated before the abbreviated +part referencing the whole parent volume. Because the code tests for +entry type, if you don't use \textsf{collection} or +\textsf{proceedings} for the whole volume, you'll not get the repeated +name, so there may be corner cases where careful choice of the parent +entry type gets you what you want. % \enlargethispage{\baselineskip} @@ -1915,13 +1927,18 @@ state of \textsf{biblatex-chicago-notes}, a bad idea. specify an item's complete date of publication, in \textsc{iso}8601 format, i.e., \texttt{yyyy-mm-dd}. It may also be used to specify a date range, according to Lehman's instructions in §~2.3.8 of -\textsf{biblatex.pdf}. If only part of a date is required, then the -\textsf{month} and \textsf{year} fields may be more convenient. The -latter may be particularly useful in some entries because it can hold -more than just numerical data, in contrast to \textsf{date} itself. -Cf.\ the \textsf{misc} entry type in section~\ref{sec:entrytypes} -above for how to use this field to distinguish between two classes of -archival material. See also \textsf{origdate} and \textsf{urldate}. +\textsf{biblatex.pdf}. Please be aware, however, that \textsf{Biber} +is somewhat more exacting when parsing the \textsf{date} field than +\textsc{Bib}\TeX, so a field looking like \texttt{1968/75} will simply +be ignored --- you need \texttt{1968/1975} instead. If you want to +present a more compressed year range, or more generally if only part +of a date is required, then the \textsf{month} and \textsf{year} +fields may be more convenient. The latter may be particularly useful +in some entries because it can hold more than just numerical data, in +contrast to \textsf{date} itself. Cf.\ the \textsf{misc} entry type +in section~\ref{sec:entrytypes} above for how to use this field to +distinguish between two classes of archival material. See also +\textsf{origdate} and \textsf{urldate}. \mylittlespace (Users of the Chicago author-date style who wish to minimize the labor needed to convert a .bib database for the notes \&\ @@ -2011,7 +2028,7 @@ performers. To specify the role, use the fields \textsf{editoratype}, \textsf{editorbtype}, and \textsf{editorctype}, which see. (Cf.\ bernstein:shostakovich, handel:messiah.) -\enlargethispage{\baselineskip} +\enlargethispage{-\baselineskip} \mybigspace Normally, \mymarginpar{\textbf{editortype}} with the exception of the \textsf{article} and \textsf{review} types, @@ -2149,12 +2166,11 @@ new \textsf{artwork} entry type in order to refer to a work from antiquity whose title you do not wish to be italicized. Please see the documentation of \textsf{artwork} above for the details. -\mybigspace This \colmarginpar{\textbf{eventdate}} is a standard -\textsf{biblatex} field, added in this release to the -\mycolor{\textbf{music}} entry type in case users need it to identify -a particular recording session or concert. See the documentation of -that type above. The field will currently be ignored in any other -sort of entry. +\mybigspace This \mymarginpar{\textbf{eventdate}} is a standard +\textsf{biblatex} field, added recently to the \textbf{music} entry +type in case users need it to identify a particular recording session +or concert. See the documentation of that type above. The field will +currently be ignored in any other sort of entry. \mybigspace As \mymarginpar{\textbf{foreword}} with the \textsf{afterword} field above, \textsf{foreword} will in general @@ -2628,7 +2644,7 @@ writing, be one of \texttt{american}, \texttt{brazilian}, \texttt{norwegian}, \texttt{portuguese}, \texttt{spanish}, or \texttt{swedish}, to which I've added \texttt{russian}. -\enlargethispage{-\baselineskip} +%\enlargethispage{-\baselineskip} \mybigspace NB: \mymarginpar{\textbf{origlocation}} This field is now obsolete, and has, as announced previously, been replaced by @@ -2861,7 +2877,7 @@ care is needed when using shorthands with cross-references, and I would avoid them in all parent entries, at least in the current state of \textsf{biblatex-chicago-notes}. -\mybigspace When \colmarginpar{\textbf{shorthandintro}} you include a +\mybigspace When \mymarginpar{\textbf{shorthandintro}} you include a \textsf{shorthand} in an entry, it will ordinarily appear the first time you cite the work, at the end of a long note, prefaced by the phrase \enquote{Henceforth cited as.} With this standard @@ -2872,7 +2888,7 @@ the \textsf{shorthand} field present in order to ensure the appropriate presentation of the shorthand in later citations and in the list of shorthands. -\mybigspace A \mymarginpar{\textbf{shorttitle}} standard +\mybigspace A \colmarginpar{\textbf{shorttitle}} standard \textsf{biblatex} field, primarily used to provide an abbreviated title for short notes. In \textsf{biblatex-chicago-notes}, you need to take particular care with \textsf{letter} entries, where, as @@ -2880,14 +2896,17 @@ explained above, the \emph{Manual} requires a special format (\enquote{\texttt{to Recipient}}). (See 17.76--78; jackson:paulina:letter, white:ross:memo, white:russ.) Some \textsf{misc} entries (with an \textsf{entrysubtype}) also need -special attention. (See creel:house, where the full title is used as -the shortauthor + shorttitle by putting \cmd{isdot} into the -\textsf{shortauthor} field.) Remember, also, that the generic titles -in \textsf{review} and \textsf{misc} entries may not want -capitalization in all contexts, so, as with the \textsf{title} field, -if you begin a \textsf{shorttitle} with a lowercase letter the style -will do the right thing (barcott:review, bundy:macneil, -Clemens:letter, kozinn:review, ratliff:review, unsigned:ranke). +special attention. (See creel:house, where the full \textsf{title} is +used as the \textsf{shortauthor} + \textsf{shorttitle} by using +\cmd{headlesscite} commands. Placing \cmd{isdot} into the +\textsf{shortauthor} field no longer works in \textsf{biblatex} 1.6, +so be sure to check your .bib files when you upgrade.) Remember, +also, that the generic titles in \textsf{review} and \textsf{misc} +entries may not want capitalization in all contexts, so, as with the +\textsf{title} field, if you begin a \textsf{shorttitle} with a +lowercase letter the style will do the right thing (barcott:review, +bundy:macneil, Clemens:letter, kozinn:review, ratliff:review, +unsigned:ranke). %\enlargethispage{\baselineskip} @@ -2948,13 +2967,13 @@ are as follows: \textsf{title} of \textsf{customc}, \textsf{letter}, \textsf{misc} (with an \textsf{entrysubtype}), \textsf{review}, and \textsf{suppperiodical} entry types. -\item[\qquad \mycolor{Italics or Quotation Marks:}] All of the - audiovisual entry types --- \textsf{audio}, \textsf{music}, and - \textsf{video} --- have to serve as analogues both to \textsf{book} - and to \textsf{inbook}. Therefore, if there is both a - \textsf{title} and a \textsf{booktitle}, then the \textsf{title} - will be in quotation marks. If there is no \textsf{booktitle}, then - the \textsf{title} will be italicized. +\item[\qquad Italics or Quotation Marks:] All of the audiovisual entry + types --- \textsf{audio}, \textsf{music}, and \textsf{video} --- + have to serve as analogues both to \textsf{book} and to + \textsf{inbook}. Therefore, if there is both a \textsf{title} and a + \textsf{booktitle}, then the \textsf{title} will be in quotation + marks. If there is no \textsf{booktitle}, then the \textsf{title} + will be italicized. \end{description} Now, the rules for which entry type to use for which sort of work tend @@ -3027,7 +3046,7 @@ example where the \textsf{titleaddon} field, holding the name of a regular column in a newspaper, is capitalized, a situation that is handled as you would expect.) -\enlargethispage{\baselineskip} +%\enlargethispage{\baselineskip} \mybigspace As \mymarginpar{\textbf{translator}} far as possible, I have implemented this field as \textsf{biblatex}'s standard styles do, @@ -3159,22 +3178,22 @@ the \cmd{custpunct} with a toggle, then you'll have to use \cmd{custpunctb}, toggled by putting the exact string \texttt{plain} in \textsf{userb}. -\mybigspace I \colmarginpar{\textbf{userc}} have now implemented this +\mybigspace I \mymarginpar{\textbf{userc}} have now implemented this supplemental \textsf{biblatex} field as part of Chicago's name cross-referencing system. (The \enquote{c} part is meant as a sort of mnemonic for this function, though it's perfectly possible to use the -field in other contexts.) If you use the \mycolor{\textbf{customc}} -entry type to include alphabetized cross-references to other, separate -entries in a bibliography, it is unlikely that you will cite the -\textsf{customc} entry in the body of your text. Therefore, in order -for it to appear in the bibliography, you have two choices. You can -either include the entry key of the \textsf{customc} entry in a -\cmd{nocite} command inside your document, or you can place that entry -key in the \textsf{userc} field of another .bib entry that you will be -citing. In the latter case, \textsf{biblatex-chicago} will call -\cmd{nocite} for you, and this method should ensure that there will be -at least one entry in the bibliography to which the cross-reference -will point. (See 17.39--40; lecarre:cornwell, lecarre:quest.) +field in other contexts.) If you use the \textbf{customc} entry type +to include alphabetized cross-references to other, separate entries in +a bibliography, it is unlikely that you will cite the \textsf{customc} +entry in the body of your text. Therefore, in order for it to appear +in the bibliography, you have two choices. You can either include the +entry key of the \textsf{customc} entry in a \cmd{nocite} command +inside your document, or you can place that entry key in the +\textsf{userc} field of another .bib entry that you will be citing. +In the latter case, \textsf{biblatex-chicago} will call \cmd{nocite} +for you, and this method should ensure that there will be at least one +entry in the bibliography to which the cross-reference will point. +(See 17.39--40; lecarre:cornwell, lecarre:quest.) \mybigspace NB: \mymarginpar{\textbf{userd}} this field is now obsolete. If it appears in a .bib file it will be ignored. @@ -3339,10 +3358,9 @@ complete list of fields where this functionality is active: \textsf{entrysubtype} defined, indicating that the work cited is from an archive. \item The \textbf{titleaddon} field in all entry types. -\item The \textbf{type} field in \textsf{artwork}, - \mycolor{\textsf{audio}}, \textsf{image}, \mycolor{\textsf{music}}, - \textsf{suppbook}, \textsf{suppcollection}, and - \mycolor{\textsf{video}} entry types. +\item The \textbf{type} field in \textsf{artwork}, \textsf{audio}, + \textsf{image}, \textsf{music}, \textsf{suppbook}, + \textsf{suppcollection}, and \textsf{video} entry types. \end{enumerate} In any other cases --- and there are only two examples of this in @@ -3422,7 +3440,7 @@ instead of \cmd{enquote} or the usual \LaTeX\ mechanisms inside their .bib files. For further details, please see the \cmd{mkbibquote} entry below. -%\enlargethispage{\baselineskip} +\enlargethispage{-\baselineskip} \mylittlespace I have retained the code for the \cmd{custpunct} commands in \textsf{chicago-notes.cbx}, in case a particularly gnarly @@ -3431,12 +3449,20 @@ the \textsf{type} field, which formerly served as a switch for \cmd{custpunct}, in other contexts (see \textbf{artwork}, \textbf{image}, and \textbf{suppbook} above). -\mybigspace This \mymarginpar{\textbf{\textbackslash isdot}} is a -standard \textsf{biblatex} macro, but I thought I might mention it -here as a convenient placeholder in entry fields that you may, for one -reason or another, wish simultaneously to have defined and yet to -print nothing. (See creel:house, nyt:obittrevor, sewall:letter, -unsigned:ranke, and white:total.) +\mybigspace This \colmarginpar{\textbf{\textbackslash isdot}} is a +standard \textsf{biblatex} macro, which in previous releases of +\textsf{biblatex-chicago} could function as a convenient placeholder +in entry fields that, for one reason or another, you may have wanted +to have defined and yet to print nothing. With the release of +\textsf{biblatex} 1.6, this no longer works as before, a situation +which has revealed a number of inconsistencies and bugs in my code, +the rectification of which may therefore require some changes to your +.bib files, assuming you've taken advantage of this mechanism. I +believe that all the situations formerly calling for this specific use +of the macro can now be addressed by more standard means, i.e., the +\cmd{headlesscite} commands and the \texttt{useauthor=false} +declaration in the \textsf{options} field. (See creel:house, +nyt:obittrevor, sewall:letter, unsigned:ranke, and white:total.) \mybigspace I \mymarginpar{\textbf{\textbackslash letterdatelong}} have provided this macro mainly for use in the optional postnote field @@ -3535,7 +3561,7 @@ originally I intended them for use when a particular name applied only to a specific \textsf{title}, rather than to a \textsf{maintitle} or \textsf{booktitle} (cf.\ \textbf{namea} and \textbf{nameb}, above). -\enlargethispage{\baselineskip} +%\enlargethispage{\baselineskip} \mylittlespace In the present instance, you can use \cmd{partcomp} to identify a compiler when \textsf{namec} won't do, e.g., in a @@ -3742,12 +3768,27 @@ the same source also cite the same page of that source. In such a case, \texttt{Ibid} alone will be printed, without the page reference, following the specification (16.47). +\mylittlespace These \colmarginpar{\textsf{\texttt{maxbibnames\\=10\\ + minbibnames\\=7}}} two options are new, and control the number +of names printed in the bibliography when that number exceeds 10. +These numbers follow the recommendations of the \emph{Manual} +(17.29--30), and they are different from those for use in notes. With +\textsf{biblatex} 1.6 you can no longer redefine \texttt{maxnames} and +\texttt{minnames} in the \cmd{printbibliography} command at the bottom +of your document, so \textsf{biblatex-chicago} now does this +automatically for you, though of course you can change them in your +document preamble. + \mylittlespace This \mymarginpar{\texttt{pagetracker=\\true}} enables page tracking for the \cmd{iffirstonpage} and \cmd{ifsamepage} commands for controlling, among other things, the printing of \enquote{Ibid.} It tracks individual pages if \LaTeX\ is in oneside mode, or whole spreads in twoside mode. +\mylittlespace This \colmarginpar{\texttt{sortcase=false}} turns off +the sorting of uppercase and lowercase letters separately, a practice +which the \emph{Manual} doesn't appear to recommend. + \mylittlespace This \mymarginpar{\texttt{usetranslator\\=true}} enables automatic use of the \textsf{translator} at the head of entries in the absence of an \textsf{author} or an \textsf{editor}. @@ -3777,21 +3818,10 @@ believe has its own commands for defining these parameters. You can also disable it by using the \texttt{footmarkoff} package option, on which see below. -\mylittlespace Finally, \mymarginpar{\texttt{maxnames=10\\minnames=7}} -in the \cmd{printbibliography} command at the bottom of -\textsf{sample.tex} you'll see that I've set these two options, which -control the number of names printed in the bibliography when that -number exceeds 10. These numbers follow the recommendations of the -\emph{Manual} (17.29--30), and they are different from those for use -in notes. By putting these options in your \cmd{printbibliography} -command, you can use \textsf{biblatex's} default settings for notes, -which are correct as far as the \emph{Manual} is concerned, and then -switch to these settings for the bibliography. - \subsubsection{{Pre-Set \textsf{chicago} Options}} \label{sec:chicpreset} -At \colmarginpar{\texttt{bookpages=\\true}} the request of Scot +At \mymarginpar{\texttt{bookpages=\\true}} the request of Scot Becker, I have included this rather specialized option, which controls the printing of the \textsf{pages} field in \textsf{book} entries. Some bibliographic managers, apparently, place the total page count in @@ -3803,20 +3833,20 @@ the preamble, for the whole document, or on a per-entry basis in the would make sense to eliminate the \textsf{pages} field from the affected entries). -\mylittlespace This \colmarginpar{\texttt{doi=true}} option controls +\mylittlespace This \mymarginpar{\texttt{doi=true}} option controls whether any \textsf{doi} fields present in the .bib file will be printed in notes and bibliography. It defaults to true, and can be set to false either in the preamble, for the whole document, or on a per-entry basis, in the \textsf{options} field. -\mylittlespace This \colmarginpar{\texttt{isbn=true}} option controls +\mylittlespace This \mymarginpar{\texttt{isbn=true}} option controls whether any \textsf{isan}, \textsf{isbn}, \textsf{ismn}, \textsf{isrn}, \textsf{issn}, and \textsf{iswc} fields present in the .bib file will be printed in notes and bibliography. It defaults to true, and can be set to false either in the preamble, for the whole document, or on a per-entry basis, in the \textsf{options} field. -\mylittlespace Once \colmarginpar{\texttt{numbermonth=\\true}} again +\mylittlespace Once \mymarginpar{\texttt{numbermonth=\\true}} again at the request of Scot Becker, I have included this option, which controls the printing of the \textsf{month} field in all the periodical-type entries when a \textsf{number} field is also present. @@ -3827,7 +3857,7 @@ so this option defaults to true, which means the field is printed, but it can be set to false either in the preamble, for the whole document, or on a per-entry basis in the \textsf{options} field. -\mylittlespace This \colmarginpar{\texttt{url=true}} option controls +\mylittlespace This \mymarginpar{\texttt{url=true}} option controls whether any \textsf{url} fields present in the .bib file will be printed in notes and bibliography. It defaults to true, and can be set to false either in the preamble, for the whole document, or on a @@ -3836,7 +3866,7 @@ in standard \textsf{biblatex}, the \textsf{url} field is always printed in \textsf{online} entries, regardless of the state of this option. -\mylittlespace This \colmarginpar{\texttt{includeall=\\true}} is the +\mylittlespace This \mymarginpar{\texttt{includeall=\\true}} is the one option that rules the five preceding, either printing all the fields under consideration --- the default --- or excluding all of them. It is set to \texttt{true} in \textsf{chicago-notes.cbx}, but @@ -3906,7 +3936,7 @@ revert to the \LaTeX\ default, but of course you also lose a fair amount of other formatting, as well. See section~\ref{sec:loading}, below. -\mylittlespace The \colmarginpar{\texttt{juniorcomma}} \emph{Manual} +\mylittlespace The \mymarginpar{\texttt{juniorcomma}} \emph{Manual} (6.49) states that \enquote{commas are no longer required around \emph{Jr.}\ and \emph{Sr.},} so by default \textsf{biblatex-chicago} has followed standard \textsf{biblatex} in using a simple space in @@ -3947,6 +3977,8 @@ form. For more fine-grained control of individual citations you'll probably want to use specialized citation commands, instead. See section \ref{sec:citecommands}. +\enlargethispage{\baselineskip} + \mylittlespace This \mymarginpar{\texttt{short}} option means that your text will only use the short note form, even in the first citation of a particular work. The \emph{Manual} (16.3) recommends @@ -3973,8 +4005,6 @@ I don't think it unreasonable to provide an option to allow printing of \emph{ibid.}\ instead of the shorthand in such circumstances, though the default behavior remains the same as it always has. -%\enlargethispage{\baselineskip} - \mylittlespace This \mymarginpar{\texttt{strict}} still-experimental option attempts to follow the \emph{Manual}'s recommendations (16.57) for formatting footnotes on the page, using no rule between them and @@ -4040,7 +4070,7 @@ preamble, a \cmd{DeclareLanguageMapping} command adapted for your setup, on which see section~\ref{sec:international} below and also §§~4.9.1 and 4.11.7 in Lehman's \textsf{biblatex.pdf}. -\enlargethispage{-\baselineskip} +%\enlargethispage{-\baselineskip} \mylittlespace What you \emph{will not} lose is the ability to call the package options \texttt{annotation, strict, short,} and @@ -4155,18 +4185,17 @@ from the latter file below in parentheses. The complete list of entry types currently available in \textsf{biblatex-chicago-authordate}, minus the odd \textsf{biblatex} alias, is as follows: \textbf{article}, \textbf{artwork}, -\mycolor{\textbf{audio}}, \textbf{book}, \textbf{bookinbook}, -\textbf{booklet}, \textbf{collection}, \mycolor{\textbf{customc}}, -\textbf{image}, \textbf{inbook}, \textbf{incollection}, -\textbf{inproceedings}, \textbf{inreference}, \textbf{letter}, -\textbf{manual}, \textbf{misc}, \mycolor{\textbf{music}}, -\textbf{online} (with its alias \textbf{www}), \textbf{patent}, -\textbf{periodical}, \textbf{proceedings}, \textbf{reference}, -\textbf{report} (with its alias \textbf{techreport}), \textbf{review}, -\textbf{suppbook}, \textbf{suppcollection}, \textbf{suppperiodical}, -\textbf{thesis} (with its aliases \textbf{mastersthesis} and -\textbf{phdthesis}), \textbf{unpublished}, and -\mycolor{\textbf{video}}. +\textbf{audio}, \textbf{book}, \textbf{bookinbook}, \textbf{booklet}, +\textbf{collection}, \textbf{customc}, \textbf{image}, +\textbf{inbook}, \textbf{incollection}, \textbf{inproceedings}, +\textbf{inreference}, \textbf{letter}, \textbf{manual}, \textbf{misc}, +\textbf{music}, \textbf{online} (with its alias \textbf{www}), +\textbf{patent}, \textbf{periodical}, \textbf{proceedings}, +\textbf{reference}, \textbf{report} (with its alias +\textbf{techreport}), \textbf{review}, \textbf{suppbook}, +\textbf{suppcollection}, \textbf{suppperiodical}, \textbf{thesis} +(with its aliases \textbf{mastersthesis} and \textbf{phdthesis}), +\textbf{unpublished}, and \textbf{video}. \mylittlespace What follows is an attempt to specify all the differences between these types and the standard provided by @@ -4374,7 +4403,7 @@ type with an \textsf{entrysubtype}. Fortunately, in this instance the other fields in a \textsf{misc} entry function pretty much as in \textsf{artwork} or \textsf{image}. -\mybigspace For \colmarginpar{\textbf{audio}} this release of +\mybigspace For \mymarginpar{\textbf{audio}} this release of \textsf{biblatex-chicago}, following the request of Johan Nordstrom, I have included three new entry types, all undefined by the standard styles, designed to allow users to present audiovisual sources in @@ -4393,19 +4422,18 @@ follow, particularly if your audiovisual entries don't typically contain the information --- \textsf{author} and \textsf{date} --- needed to produce a parseable parenthetical citation. -\mylittlespace The \mycolor{\textbf{music}} type is intended for all -musical recordings that do not have a video component. This means, -for example, digital media (whether on CD or hard drive), vinyl -records, and tapes. The \mycolor{\textbf{video}} type includes -(nearly) all visual media, whether it be films, TV shows, tapes and -DVDs of the preceding or of any sort of performance (including music), -or online multimedia. Finally, the \mycolor{\textbf{audio}} type, our -current concern, fills gaps in the two others, and presents its -sources in a more \enquote{book-like} manner. Published musical -scores need this type --- unpublished ones would use \textsf{misc} -with an \textsf{entrysubtype} (shapey:partita) --- as do such favorite -educational formats as the slideshow and the filmstrip -(greek:filmstrip, schubert:muellerin, verdi:corsaro). The +\mylittlespace The \textbf{music} type is intended for all musical +recordings that do not have a video component. This means, for +example, digital media (whether on CD or hard drive), vinyl records, +and tapes. The \textbf{video} type includes (nearly) all visual +media, whether it be films, TV shows, tapes and DVDs of the preceding +or of any sort of performance (including music), or online multimedia. +Finally, the \textbf{audio} type, our current concern, fills gaps in +the two others, and presents its sources in a more \enquote{book-like} +manner. Published musical scores need this type --- unpublished ones +would use \textsf{misc} with an \textsf{entrysubtype} (shapey:partita) +--- as do such favorite educational formats as the slideshow and the +filmstrip (greek:filmstrip, schubert:muellerin, verdi:corsaro). The \emph{Manual} (17.269--270) sometimes uses a similar format for audio books and even for films (twain:audio, weed:flatiron), though elsewhere these sorts of material are presented as \textsf{music} and @@ -4463,19 +4491,19 @@ which uses the \textsf{howpublished} field instead of a standard \textsf{howpublished} field should instead go in \textsf{publisher}. (See clark:mesopot.) -\mybigspace This \colmarginpar{\textbf{customa}} entry type is now +\mybigspace This \mymarginpar{\textbf{customa}} entry type is now obsolete, and any such entries in your .bib file will trigger an error. Please use the standard \textsf{biblatex} \textbf{letter} type instead. -\enlargethispage{-\baselineskip} +%\enlargethispage{-\baselineskip} -\mybigspace This \colmarginpar{\textbf{customb}} entry type is now +\mybigspace This \mymarginpar{\textbf{customb}} entry type is now obsolete, and any such entries in your .bib file will trigger an error. Please use the standard \textsf{biblatex} \textbf{bookinbook} type instead. -\mybigspace This \colmarginpar{\textbf{customc}} entry type has +\mybigspace This \mymarginpar{\textbf{customc}} entry type has undergone a metamorphosis with this release, as I previously warned both here and in the RELEASE file. Rather than being a (deprecated) alias of the standard \textsf{biblatex} \textbf{suppbook}, it now @@ -4807,12 +4835,12 @@ within your own work than conformity to some external standard, so it is the former which you should pursue. I hope that \textsf{biblatex-chicago} proves helpful in this regard. -\mybigspace This \colmarginpar{\textbf{music}} is one of three new +\mybigspace This \mymarginpar{\textbf{music}} is one of three new audiovisual entry types, and is intended primarily to aid in the presentation of musical recordings that do not have a video component, though it can also include audio books (auden:reading). A DVD or VHS of an opera or other performance, by contrast, should use the -\mycolor{\textbf{video}} type instead (handel:messiah). Because +\textbf{video} type instead (handel:messiah). Because \textsf{biblatex} --- and \textsc{Bib}\TeX\ before it --- were designed primarily for citing book-like objects, some choices needed to be made in assigning the various roles found on the back of a CD to @@ -4892,7 +4920,7 @@ the current equivalences. \end{description}} I should also note here that I have implemented the standard -\textsf{biblatex} \mycolor{\textbf{eventdate}} field, in case you need +\textsf{biblatex} \textbf{eventdate} field, in case you need it to identify a particular recording session or concert. It will be printed just after the \textsf{title}. The entries in \textsf{dates-test.bib} should at least give you a good idea of how @@ -4934,6 +4962,8 @@ author-date style the \textsf{title} will serve just as well as \textsf{titleaddon}, which latter is required for the notes \&\ bibliography style. +\enlargethispage{\baselineskip} + \mybigspace The \mymarginpar{\textbf{patent}} \emph{Manual} is very brief on the subject of patents (17.219), but very clear about which information it wants you to present, so such entries may not work well @@ -5017,7 +5047,7 @@ this, please let me know. (Cf.\ barcott:review, bundy:macneil, Clemens:letter, gourmet:052006, kozinn:review, nyt:trevorobit, ratliff:review, unsigned:ranke, wallraff:word.) -\enlargethispage{\baselineskip} +%\enlargethispage{\baselineskip} \mybigspace This \mymarginpar{\textbf{suppbook}} is the entry type to use if the main focus of a reference is supplemental material in a @@ -5073,7 +5103,7 @@ the \textsf{article} entry type for this purpose, though I have retained \textsf{suppperiodical} in order to facilitate switching between the two Chicago styles. -\mybigspace This \colmarginpar{\textbf{video}} is the last of the new +\mybigspace This \mymarginpar{\textbf{video}} is the last of the new audiovisual entry types, and as its name suggests it is intended for citing visual media, be it films of any sort or TV shows, broadcast, on the Net, on VHS, DVD, or Blu-ray. As with the \textsf{music} type @@ -5365,7 +5395,7 @@ the brackets. Assuming the strings are correct, in the short note form. (See the \textsf{author} docs just above. Also \emph{Manual} 17.33--34; cook:sotweed, horsley:prosodies.) -\enlargethispage{\baselineskip} +\enlargethispage{-\baselineskip} \mybigspace For \mymarginpar{\textbf{bookauthor}} the most part, as in \textsf{biblatex}, a \textsf{bookauthor} is the author of a @@ -5419,6 +5449,8 @@ cross-referencing apparatus (prairie:state), which I discuss below (\textbf{crossref}). The \textsf{booktitle} takes sentence-style capitalization in author-date. +\enlargethispage{\baselineskip} + \mybigspace An \mymarginpar{\textbf{booktitleaddon}} annex to the \textsf{booktitle}. It will be printed in the main text font, without quotation marks. If your data begins with a word that would @@ -5510,7 +5542,7 @@ such cross-references, most especially in \textsf{letter}, \textsf{shorthand} field in a parent entry is, at least in the current state of \textsf{biblatex-chicago}, a bad idea. -\mybigspace Predictably, \mymarginpar{\textbf{date}} this is one of +\mybigspace Predictably, \colmarginpar{\textbf{date}} this is one of the key fields for the author-date style, and one which, as a general rule, every .bib entry designed for this system ought to contain. So important is it, that \textsf{biblatex-chicago-authordate} will, in @@ -5520,27 +5552,40 @@ and entries in the list of references will begin: Author, Firstname.\ n.d. This seems simple enough, but there are a surprising number of complications which require attention. -\mylittlespace First, the entry types in which the automatic provision -of \cmd{bibstring\{nodate\}} is turned off are \textsf{inreference}, +\mylittlespace First, with \textsf{Biber}, an absent \textsf{date} +will automatically provoke it into searching for other sorts of dates +in the entry, in the order \textsf{year, eventyear, origyear, + urlyear}. You can eliminate some of these dates from the running, +or change the search order, using the \cmd{DeclareLabelYear} command +in your preamble. (Cf.\ section~4.5.2 in \textsf{biblatex.pdf} for +the details.) Only when it finds no date at all will it fall back on +\cmd{bibstring\{nodate\}}. Second, the entry types in which this +automatic provision is turned off are \textsf{inreference}, \textsf{misc}, and \textsf{reference}, none of which may be expected in the standard case to have a date provided. In all other entry types \enquote{\texttt{n.d.}} will appear if no date is provided, though you can turn this off throughout the document in all entry types with the option \texttt{nodates=false} when loading \textsf{biblatex-chicago} in your preamble. (See -section~\ref{sec:authpreset}, below.) Second, if you wish to provide +section~\ref{sec:authpreset}, below.) Third, if you wish to provide the \enquote{\texttt{n.d.}} yourself in the \textsf{year} field, please instead put \cmd{bibstring\{nodate\}} there, as otherwise the -punctuation in citations will come out (subtly) wrong. Third, while +punctuation in citations will come out (subtly) wrong. Fourth, while we're on the subject, the \textsf{year} field is also the place for things like \enquote{\texttt{forthcoming}}, though you should use the \cmd{autocap} macro there to make sure the word comes out correctly in both citations and the list of references. The reason for this is that the \textsf{date} field accepts only numerical data, in \textsc{iso}8601 format (\texttt{yyyy-mm-dd}), whereas \textsf{year} -can, conveniently, hold just about anything. - -\mylittlespace Fourth, for most entry types, only a year is really +can, conveniently, hold just about anything. It may be worth noting +here that \textsf{Biber} is somewhat more exacting when parsing the +\textsf{date} field than \textsc{Bib}\TeX, so a field looking like +\texttt{1968/75} will simply be ignored, producing +\enquote{\texttt{n.d.}}\ in the output --- you need \texttt{1968/1975} +instead. If you want a more compressed year range, then you'll want +to use the \textsf{year} field. + +\mylittlespace Fifth, for most entry types, only a year is really necessary, and in all types only the year --- or year range --- will be printed in text citations and at the head of entries in the list of references. More specific \textsf{date} fields are often present, @@ -5554,7 +5599,7 @@ can change by setting the option \texttt{dateabbrev=false} in your document preamble. (Cf.\ assocpress:gun, barcott:review, batson, creel:house, nass:address, petroff:impurity, powell:email.) -\mylittlespace Fifth, the \emph{Manual} (17.125--7) provides a number +\mylittlespace Sixth, the \emph{Manual} (17.125--7) provides a number of options for when a particular entry --- a reprinted edition, say --- has more than one date, and \textsf{biblatex-chicago-authordate} allows you to choose among all of them. The user interface is a @@ -5659,17 +5704,16 @@ and \enquote{letter-like} sources using \textsf{origdate} while others (interviews, wills, contracts) use \textsf{date}. (See \textsf{misc} in section~\ref{sec:types:authdate} for the details.) If such an entry, as may well occur, contains only an \textsf{origdate}, you need -to provide \texttt{cmsdate=on} in order to get that \textsf{origdate} -to appear in citations and at the head of the entry in the reference -list. I recommend that you have a look through -\textsf{dates-test.bib} to see how all these complications will affect -the construction of your .bib database, especially at -aristotle:metaphy:gr, creel:house, emerson:nature, james:ambassadors, -maitland:canon, maitland:equity, schweit\-zer:bach, spock:in\-terview, -white:ross:memo, and white:russ. Cf.\ also \textsf{origdate} and -\textsf{year}, below, and the \texttt{cmsdate}, \texttt{nodates}, and -\texttt{switchdates} options in sections~\ref{sec:preset:authdate} and -\ref{sec:authentryopts}. +to provide \texttt{cmsdate=on} if you don't want the \textsf{origyear} +to reappear in the body of the entry in the reference list. I +recommend that you have a look through \textsf{dates-test.bib} to see +how all these complications will affect the construction of your .bib +database, especially at aristotle:metaphy:gr, creel:house, +emerson:nature, james:ambassadors, maitland:canon, maitland:equity, +schweit\-zer:bach, spock:in\-terview, white:ross:memo, and white:russ. +Cf.\ also \textsf{origdate} and \textsf{year}, below, and the +\texttt{cmsdate}, \texttt{nodates}, and \texttt{switchdates} options +in sections~\ref{sec:preset:authdate} and \ref{sec:authentryopts}. \mybigspace This \mymarginpar{\textbf{day}} field, as of \textsf{biblatex} 0.9, is obsolete, and will be ignored if you use it @@ -5681,7 +5725,7 @@ field. The Digital Object Identifier of the work, which the or other locators} (17.181; friedman:learn\-ing). Cf.\ \textsf{url}. -\enlargethispage{-\baselineskip} +%\enlargethispage{-\baselineskip} \mybigspace Standard \mymarginpar{\textbf{edition}} \textsf{biblatex} field. If you enter a plain cardinal number, \textsf{biblatex} will @@ -5829,7 +5873,7 @@ identify a particular article. Only applicable to the \textsf{article} entry type. Not typically required by the \emph{Manual}. -\mybigspace Standard \colmarginpar{\textbf{entrysubtype}} and very +\mybigspace Standard \mymarginpar{\textbf{entrysubtype}} and very powerful \textsf{biblatex} field, left undefined by the standard styles. In \textsf{biblatex-chicago-authordate} it has five very specific uses, the first three of which I have designed in order to @@ -5895,12 +5939,11 @@ such an entry. (It's a niche usage but it at least maintains consistency for the \texttt{reprint} mechanism. Cf.\ \textsf{pubstate}, below.) -\mybigspace This \colmarginpar{\textbf{eventdate}} is a standard -\textsf{biblatex} field, added in this release to the -\mycolor{\textbf{music}} entry type in case users need it to identify -a particular recording session or concert. See the documentation of -that type above. The field will currently be ignored in any other -sort of entry. +\mybigspace This \mymarginpar{\textbf{eventdate}} is a standard +\textsf{biblatex} field, added recently to the \textbf{music} entry +type in case users need it to identify a particular recording session +or concert. See the documentation of that type above. The field will +currently be ignored in any other sort of entry. \mybigspace As \mymarginpar{\textbf{foreword}} with the \textsf{afterword} field above, \textsf{foreword} will in general @@ -6045,7 +6088,7 @@ language or a translation to either of the latter two, you could probably manage it with special formatting inside those fields themselves. -\enlargethispage{\baselineskip} +%\enlargethispage{\baselineskip} \mybigspace I \mymarginpar{\textbf{lista}} intend this field specifically for presenting citations from reference works that are @@ -6322,6 +6365,8 @@ numbers, some improvisation may be needed if you wish to include \textsf{titleaddon}, but in other entry types you may need to use the \textsf{location} field. +\enlargethispage{\baselineskip} + \mybigspace In \mymarginpar{\textbf{origlanguage}} keeping with the \emph{Manual}'s specifications, I have fairly thoroughly redefined \textsf{biblatex}'s facilities for treating translations. The @@ -6574,7 +6619,9 @@ most situations, but if you have set \texttt{useauthor=false} (and not only \textsf{shorteditor} will be recognized. Cf.\ \textsf{editortype}, above. -\mybigspace This \colmarginpar{\textbf{shorthand}} is +\enlargethispage{\baselineskip} + +\mybigspace This \mymarginpar{\textbf{shorthand}} is \textsf{biblatex}'s mechanism for using abbreviations in citations. For \textsf{biblatex-chicago-authordate} I have modified it somewhat to conform to the needs of the specification, though there is a @@ -6665,7 +6712,7 @@ present several reprinted books by the same author. See \mybigspace The \mymarginpar{\textbf{subtitle}} subtitle for a \textsf{title} --- see next entry. -%\enlargethispage{-\baselineskip} +\enlargethispage{-\baselineskip} \mybigspace In \mymarginpar{\textbf{title}} the vast majority of cases, this field works just as it always has in \textsc{Bib}\TeX, and @@ -6759,10 +6806,10 @@ fields], but it still pays to be aware of the issue.) \textsf{article} and \textsf{periodical} entry types. \textsf{booktitleaddon}, \textsf{maintitleaddon}, and \textsf{titleaddon} in all entry types. -\item[\qquad \mycolor{Italics or Roman:}] All of the audiovisual entry - types --- \textsf{audio}, \textsf{music}, and \textsf{video} --- - have to serve as analogues both to \textsf{book} and to - \textsf{inbook}. Therefore, if there is both a \textsf{title} and a +\item[\qquad Italics or Roman:] All of the audiovisual entry types --- + \textsf{audio}, \textsf{music}, and \textsf{video} --- have to serve + as analogues both to \textsf{book} and to \textsf{inbook}. + Therefore, if there is both a \textsf{title} and a \textsf{booktitle}, then the \textsf{title} will be in the main text font. If there is no \textsf{booktitle}, then the \textsf{title} will be italicized. @@ -6809,7 +6856,7 @@ sentence-ending punctuation, assuming that such a \textsf{title} begins with a lowercase letter in your .bib database. See \textbf{\textbackslash autocap} below for more details. -\enlargethispage{\baselineskip} +%\enlargethispage{\baselineskip} \mybigspace Standard \mymarginpar{\textbf{titleaddon}} \textsf{biblatex} intends this field for use with additions to titles @@ -6905,17 +6952,16 @@ Cf.\ \textsf{suppbook} above for the details. (See \emph{Manual} 17.74--75; polakow:afterw, prose:intro). \mylittlespace You can also use the \textsf{type} field in -\textsf{artwork}, \mycolor{\textsf{audio}}, \textsf{image}, -\mycolor{\textsf{music}}, and \mycolor{\textsf{video}} entries to -identify the medium of the work, e.g., \texttt{oil on canvas}, -\texttt{albumen print}, \texttt{compact disc}, or \texttt{MPEG}. If -the first word in this field would normally only be capitalized at the -beginning of a sentence, then leave it in lowercase in your .bib file -and \textsf{biblatex} will automatically do the right thing in -citations. Cf.\ \textsf{artwork}, \textsf{audio}, \textsf{image}, -\textsf{music}, and \textsf{video}, above, for all the details. (See -auden:reading, bedford:photo, cleese:holygrail, leo:madonna, -nytrumpet:art.) +\textsf{artwork}, \textsf{audio}, \textsf{image}, \textsf{music}, and +\textsf{video} entries to identify the medium of the work, e.g., +\texttt{oil on canvas}, \texttt{albumen print}, \texttt{compact disc}, +or \texttt{MPEG}. If the first word in this field would normally only +be capitalized at the beginning of a sentence, then leave it in +lowercase in your .bib file and \textsf{biblatex} will automatically +do the right thing in citations. Cf.\ \textsf{artwork}, +\textsf{audio}, \textsf{image}, \textsf{music}, and \textsf{video}, +above, for all the details. (See auden:reading, bedford:photo, +cleese:holygrail, leo:madonna, nytrumpet:art.) \mybigspace Standard \mymarginpar{\textbf{url}} \textsf{biblatex} field, it holds the url of an online publication, though you can @@ -6931,6 +6977,8 @@ sirosh:visualcortex, wikiped:bibtex). Please note that the \textbf{urlday}, \textbf{urlmonth}, and \textbf{urlyear} fields are all now obsolete. +\enlargethispage{\baselineskip} + \mybigspace A \mymarginpar{\textbf{usera}} supplemental \textsf{biblatex} field which functions in \textsf{biblatex-chicago} almost as a \enquote{\textsf{journaltitleaddon}} field. In @@ -6947,20 +6995,20 @@ either before the date [\textsf{usera}] or after it [\textsf{pages}]. Cp. kozinn:review [17.202] and morgenson:market [17.190]. The choice would appear to be yours.) -\mybigspace I \colmarginpar{\textbf{userc}} have now implemented this +\mybigspace I \mymarginpar{\textbf{userc}} have now implemented this supplemental \textsf{biblatex} field as part of the Chicago author-date style's handling of the \textsf{shorthand} field and other cross-references within the list of references. (The \enquote{c} part is meant as a sort of mnemonic for this latter, general function, though its main use will probably be in association with the former.) -If you use the \mycolor{\textbf{customc}} entry type to include -alphabetized expansions of \textsf{shorthands} in the reference list, -or indeed to provide cross-references of any sort to separate entries -in that list, it is unlikely that you will cite the \textsf{customc} -entry itself in the body of your text. Therefore, in order for it to -appear in the reference list, you have two choices. You can either -include the entry key of the \textsf{customc} entry in a \cmd{nocite} -command inside your document, or you can place that entry key in the +If you use the \textbf{customc} entry type to include alphabetized +expansions of \textsf{shorthands} in the reference list, or indeed to +provide cross-references of any sort to separate entries in that list, +it is unlikely that you will cite the \textsf{customc} entry itself in +the body of your text. Therefore, in order for it to appear in the +reference list, you have two choices. You can either include the +entry key of the \textsf{customc} entry in a \cmd{nocite} command +inside your document, or you can place that entry key in the \textsf{userc} field of the .bib entry that actually uses the \textsf{shorthand}. In the latter case, \textsf{biblatex-chicago} will call \cmd{nocite} for you when you cite the main entry. (See @@ -7128,10 +7176,9 @@ active: \textsf{entrysubtype} defined, indicating that the work cited is from an archive. \item The \textbf{titleaddon} field in all entry types. -\item The \textbf{type} field in \textsf{artwork}, - \mycolor{\textsf{audio}}, \textsf{image}, \mycolor{\textsf{music}}, - \textsf{suppbook}, \textsf{suppcollection}, and - \mycolor{\textsf{video}} entry types. +\item The \textbf{type} field in \textsf{artwork}, \textsf{audio}, + \textsf{image}, \textsf{music}, \textsf{suppbook}, + \textsf{suppcollection}, and \textsf{video} entry types. \end{enumerate} If you accidentally use the \cmd{autocap} macro in one of the above @@ -7139,8 +7186,6 @@ fields, it frankly shouldn't matter at all, and you'll still get what you want, but taking advantage of the automatic provisions should at least save some typing. -%\enlargethispage{-\baselineskip} - \mybigspace This \mymarginpar{\textbf{\textbackslash bibstring}} is Lehman's very powerful mechanism to allow \textsf{biblatex} automatically to provide a localized version of a string, and to @@ -7162,6 +7207,8 @@ though I have added the last, style-specific, one. If Lehman generalizes it still further in a future release, I shall do the same, if possible. +\enlargethispage{\baselineskip} + \mybigspace This \mymarginpar{\textbf{\textbackslash mkbibquote}} is the standard \textsf{biblatex} command, which requires attention here because it is a crucial part of the mechanism of Lehman's @@ -7358,28 +7405,59 @@ specific page, then it's better only to use one citation rather than two, as otherwise, in the current state of the code, you'll get empty parentheses, like so: (). +\enlargethispage{\baselineskip} + \mylittlespace This \mymarginpar{\texttt{labelyear=\\true}} option tells \textsf{biblatex} to provide the special \textsf{labelyear} and \textsf{extrayear} fields for author-date styles. +\mylittlespace These \colmarginpar{\textsf{\texttt{maxbibnames\\=10\\ + minbibnames\\=7}}} two options are new, and control the number +of names printed in the list of references when that number exceeds +10. These numbers follow the recommendations of the \emph{Manual} +(17.29--30), and they are different from those for use in citations. +With \textsf{biblatex} 1.6 you can no longer redefine +\texttt{maxnames} and \texttt{minnames} in the \cmd{printbibliography} +command at the bottom of your document, so \textsf{biblatex-chicago} +now does this automatically for you, though of course you can change +them in your document preamble. Please see +section~\ref{sec:otherhints:auth} below (and the file +\textsf{cms-dates-sample.pdf}) for hints on dealing with entries with +more than three authors. + \mylittlespace This \mymarginpar{\texttt{pagetracker=\\true}} enables page tracking for the \cmd{iffirstonpage} and \cmd{ifsamepage} commands for controlling, among other things, the \emph{ibidem} mechanism. It tracks individual pages if \LaTeX\ is in oneside mode, or whole spreads in twoside mode. -\mylittlespace This \colmarginpar{\texttt{punctfont=\\true}} fixes a +\mylittlespace This \mymarginpar{\texttt{punctfont=\\true}} fixes a minor problem with punctuation in titles, ensuring that the colon between a title and a subtitle appears in the correct, matching font. +\mylittlespace This \colmarginpar{\texttt{sortcase=false}} turns off +the sorting of uppercase and lowercase letters separately, a practice +which the \emph{Manual} doesn't appear to recommend. + \mylittlespace This \mymarginpar{\texttt{sorting=nyt}} changes \textsf{biblatex's} default sorting order in the list of references to comply with the Chicago author-date specification. -\mylittlespace This \mymarginpar{\texttt{uniquename=\\true}} enables -the package to distinguish different authors who share a surname, -using initials in the first instance, and whole names if initials -aren't enough (16.108). +\mylittlespace This \colmarginpar{\texttt{uniquelist=\\minyear}} +enables \textsf{biblatex-chicago-authordate} to disambiguate entries +which have more than three \textsf{authors}, but which differ +\emph{after} the first name in the list. This will only occur when +two such entries have the same \textsf{year} (16.118). The option is +\textsf{Biber}-only, like the following, which means that this +next-generation \textsc{Bib}\TeX\ replacement is now required for the +author-date style. Please see \textsf{cms-dates-sample.pdf} and +section~\ref{sec:otherhints:auth}, below, for further details. + +\mylittlespace This \colmarginpar{\texttt{uniquename=\\minfull}} +enables the package to distinguish different authors who share a +surname, using initials in the first instance, and whole names if +initials aren't enough (16.108). The option is now +\textsf{Biber}-only, like the previous one. \mylittlespace This \mymarginpar{\texttt{usetranslator\\=true}} enables automatic use of the \textsf{translator} at the head of @@ -7392,7 +7470,7 @@ per-entry basis by setting \texttt{usetranslator=false} in the \subsubsection{{Pre-set \textsf{chicago} Options}} \label{sec:authpreset} -At \colmarginpar{\texttt{bookpages=\\true}} the request of Scot +At \mymarginpar{\texttt{bookpages=\\true}} the request of Scot Becker, I have included this rather specialized option, which controls the printing of the \textsf{pages} field in \textsf{book} entries. Some bibliographic managers, apparently, place the total page count in @@ -7404,20 +7482,20 @@ preamble, for the whole document, or on a per-entry basis in the would make sense to eliminate the \textsf{pages} field from the affected entries). -\mylittlespace This \colmarginpar{\texttt{doi=true}} option controls +\mylittlespace This \mymarginpar{\texttt{doi=true}} option controls whether any \textsf{doi} fields present in the .bib file will be printed in the reference list. It defaults to true, and can be set to false either in the preamble, for the whole document, or on a per-entry basis, in the \textsf{options} field. -\mylittlespace This \colmarginpar{\texttt{isbn=true}} option controls +\mylittlespace This \mymarginpar{\texttt{isbn=true}} option controls whether any \textsf{isan}, \textsf{isbn}, \textsf{ismn}, \textsf{isrn}, \textsf{issn}, and \textsf{iswc} fields present in the .bib file will be printed in the list of references. It defaults to true, and can be set to false either in the preamble, for the whole document, or on a per-entry basis, in the \textsf{options} field. -\mylittlespace Once \colmarginpar{\texttt{numbermonth=\\true}} again +\mylittlespace Once \mymarginpar{\texttt{numbermonth=\\true}} again at the request of Scot Becker, I have included this option, which controls the printing of the \textsf{month} field in all the periodical-type entries when a \textsf{number} field is also present. @@ -7428,7 +7506,7 @@ so this option defaults to true, which means the field is printed, but it can be set to false either in the preamble, for the whole document, or on a per-entry basis in the \textsf{options} field. -\mylittlespace This \colmarginpar{\texttt{url=true}} option controls +\mylittlespace This \mymarginpar{\texttt{url=true}} option controls whether any \textsf{url} fields present in the .bib file will be printed in the reference list. It defaults to true, and can be set to false either in the preamble, for the whole document, or on a @@ -7437,7 +7515,7 @@ in standard \textsf{biblatex}, the \textsf{url} field is always printed in \textsf{online} entries, regardless of the state of this option. -\mylittlespace This \colmarginpar{\texttt{includeall=\\true}} is the +\mylittlespace This \mymarginpar{\texttt{includeall=\\true}} is the one option that rules the five preceding, either printing all the fields under consideration --- the default --- or excluding all of them. It is set to \texttt{true} in \textsf{chicago-authordate.cbx}, @@ -7519,21 +7597,6 @@ class, which I believe has its own commands for defining these parameters. You can also disable it by using the \texttt{footmarkoff} package option, on which see below. -\mylittlespace Finally, \mymarginpar{\texttt{maxnames=10\\minnames=7}} -in the \cmd{printbibliography} command at the bottom of -\textsf{cms-dates-sam\-ple.tex} you'll see that I've set these two -options, which control the number of names printed in the list of -references when that number exceeds 10. These numbers follow the -recommendations of the \emph{Manual} (17.29--30), and they are -different from those for use in citations. By putting these options -in your \cmd{printbibliography} command, you can use -\textsf{biblatex's} default settings for citations, which are correct -as far as the \emph{Manual} is concerned, and then switch to these -settings for the list of references. Please see -section~\ref{sec:otherhints:auth} below (and the file -\textsf{cms-dates-sample.pdf}) for hints on dealing with entries with -more than three authors. - \subsubsection{Style Options -- Preamble} \label{sec:authuseropts} @@ -7569,7 +7632,7 @@ once again footnote marks will revert to the \LaTeX\ default, but of course you also lose a fair amount of other formatting, as well. See section~\ref{sec:loading:auth}, below. -\mylittlespace The \colmarginpar{\texttt{juniorcomma}} \emph{Manual} +\mylittlespace The \mymarginpar{\texttt{juniorcomma}} \emph{Manual} (6.49) states that \enquote{commas are no longer required around \emph{Jr.}\ and \emph{Sr.},} so by default \textsf{biblatex-chicago} has followed standard \textsf{biblatex} in using a simple space in @@ -7747,12 +7810,28 @@ suggestions on this score are, of course, welcome. \subsubsection{Other Hints} \label{sec:otherhints:auth} -If your .bib file contains a large number of entries with more than -three authors, then you may run into some limitations of the -\textsf{biblatex-chicago} code. The default settings in the package -are \texttt{maxnames=3,minnames=1} in citations and -\texttt{max\-names=10,minnames=7} in the list of references -(parameters you provide in the \cmd{printbibliography} command). In +Starting with \textsf{biblatex} version 1.5, in order to adhere to the +author-date specification you will need to use \textsf{Biber} to +process your .bib files, as \textsc{Bib}\TeX\ (and its more recent +variants) will no longer provide all the required features. +Unfortunately, however, the current release of \textsf{Biber} (0.9.5) +contains bugs that make it tricky to use with +\textsf{biblatex-chicago}. These bugs have been addressed in 0.9.6 +beta, which is available for various operating systems in the +\texttt{development} subdirectory of your SourceForge mirror, e.g., +\href{http://www.mirrorservice.org/sites/download.sourceforge.net/pub/sourceforge/b/project/bi/biblatex-biber/biblatex-biber/development/binaries/}{UK + mirror}. (If, by the time you read this, \textsf{Biber} 0.9.6 has +already been released, then so much the better.) This document +assumes that you are using \textsf{Biber}; if you wish to continue +using \textsc{Bib}\TeX\ then you need \textsf{biblatex} version 1.4c +and, if you have any problems with the current release, possibly +\textsf{biblatex-chicago} 0.9.7a. + +\mylittlespace If your .bib file contains a large number of entries +with more than three authors, then you may run into some limitations +of the \textsf{biblatex-chicago} code. The default settings in the +package are \texttt{maxnames=3,minnames=1} in citations and +\texttt{max\-bibnames=10,minbibnames=7} in the list of references. In practice, this means that an entry like hlatky:hrt, with 5 authors, will present all of them in the list of references but will truncate to one in citations, like so: (Hlatky et al. 2002). For the vast @@ -7761,28 +7840,32 @@ Chicago author-date specification. However, if \enquote{a reference list includes another work \emph{of the same date} that would also be abbreviated as [\enquote{Hlatky et al.}] but whose coauthors are different persons or listed in a different order, the text citations - must distinguish between them} (16.118). By default, -\textsf{biblatex} would present such a work as, e.g., (Hlatky et -al. 2002b), while hlatky:hrt would be (Hlatky et al. 2002a). This -does distinguish between them, but inaccurately, as it suggests that -the two different author lists are exactly the same. - -\mylittlespace The solution to this problem is the -\textsf{shortauthor} field. For our two entries they might look like, -e.g., \{\{Hlatky, Boothroyd et al.\}\} and \{\{Hlatky, Smith et -al.\}\}. This will produce the two citations (Hlatky, Boothroyd et -al.\ 2002) and (Hlatky, Smith et al.\ 2002), which is what the -specification requires. If the distinguishing name occurs further + must distinguish between them} (16.118). The new +(\textsf{Biber}-only) \textsf{biblatex} option \texttt{uniquelist}, +set for you in \textsf{biblatex-chicago.sty}, will automatically +handle many of these situations for you, but it is as well to +understand that it does so by temporarily suspending the limits, +listed above, on how many names to print in a citation. Without +\texttt{uniquelist}, \textsf{biblatex} would present such a work as, +e.g., (Hlatky et al. 2002b), while hlatky:hrt would be (Hlatky et +al. 2002a). This does distinguish between them, but inaccurately, as +it suggests that the two different author lists are exactly the same. +With \texttt{uniquelist}, the two citations might look like (Hlatky, +Boothroyd et al.\ 2002) and (Hlatky, Smith et al.\ 2002), which is +what the specification requires. + +\mylittlespace If, however, the distinguishing name occurs further down the author list --- in fourth or fifth position in our examples ---- then you may have to use \textsf{shortauthor} fields that look -like this: \{\{Hlatky et al., \textbackslash mkbibquote\{Quality of -Life,\}\}\} and \{\{Hlatky et al., \textbackslash -mkbibquote\{Depressive Symptoms,\}\}\}, using a shortened title to -distinguish the references. This would produce (Hlatky et al., -\enquote{Quality of Life,} 2002) and (Hlatky et al., -\enquote{Depressive Symptoms,} 2002), again as the spec requires. -There is, unfortunately, no simpler way that I know of to deal with -this situation. +--- then the default settings would produce citations with all 4 or 5 +names printed, which can become awkwardly long. In such a situation, +you can provide \textsf{shortauthor} fields that look like this: +\{\{Hlatky et al., \textbackslash mkbibquote\{Quality of Life,\}\}\} +and \{\{Hlatky et al., \textbackslash mkbibquote\{Depressive +Symptoms,\}\}\}, using a shortened title to distinguish the +references. This would produce (Hlatky et al., \enquote{Quality of + Life,} 2002) and (Hlatky et al., \enquote{Depressive Symptoms,} +2002), again as the spec requires. There is, unfortunately, no +simpler way that I know of to deal with this situation. \mylittlespace One useful rule, when you are having difficulty creating a .bib entry, is to ask yourself whether all the information @@ -7802,7 +7885,7 @@ reevaluate how much information you're providing. I've tried to make data-rich citations, but there may be instances where you can save yourself some typing by keeping it simple. -\enlargethispage{\baselineskip} +%\enlargethispage{\baselineskip} \mylittlespace Scot Becker has pointed out to me that the inverse problem not only exists but may well become increasingly common, to @@ -8071,13 +8154,12 @@ package. Following the arrival last autumn of the 16th edition of the \emph{Chicago Manual of Style}, I intend to devote the next major release more or less entirely to implementing the new specification. -I haven't yet, I confess, taken an inventory of the changes that may -be required, so I'm not certain how large a task it is. My current -plan is to continue to maintain the 15th edition style files, -providing bug fixes and any compatibility updates, while switching the -main focus of development over to the most recent edition. If, after -the next release, you still have feature requests for the older -specification, I'll do what I can to include them. +That task, a fairly extensive one, is well under way. My current plan +is to continue to maintain the 15th edition style files, providing bug +fixes and any compatibility updates, while switching the main focus of +development over to the most recent edition. If, after the next +release, you still have feature requests for the older specification, +I'll do what I can to include them. \mylittlespace Regardless of which edition you are considering, there are a number of things I haven't implemented. The solution in @@ -8102,16 +8184,48 @@ it seems to me that the available entry types could be pressed into service to address the vast majority of them. If this optimism proves misguided, please let me know. -\mylittlespace A recent version of \textsf{biblatex} (1.2a) introduced +\mylittlespace Kenneth L. Pearce has reported a bug that appears when +using multiple citation commands inside the \textsf{annotation} field +of annotated bibliographies. As late as I am with the compatibility +fixes for \textsf{biblatex} 1.6, I shall attempt to address this in a +future release. If you run into this problem, he suggests placing all +the citations together in parentheses at the end of the annotation, +though on my machine this doesn't always work too well, either. + +\mylittlespace Version 1.5 of \textsf{biblatex} revised the way the +package deals with breaking long URLs and DOIs across lines. The new +code is designed to deal as elegantly as possible with as wide a +variety of cases as possible, but in a few of my test entries it has +caused some line-breaking issues of its own. Depending on the nature +of your cited sources, it may be useful for you to revert to the +older, pre-1.5 \textsf{biblatex} behavior, something which is easily +done by copying and pasting the old definition of the +\cmd{biburlsetup} command into your document preamble. If you look in +the preambles of \textsf{cms-notes-sample.tex} or +\textsf{cms-dates-sample.tex}, you can see the redefinition and copy +it from there, just to see whether it helps your situation. If it +would be generally useful, I could also easily turn it into a package +option. Feedback welcome. + +\mylittlespace The switch to \textsf{Biber} for the author-date +specification means that \textsf{biblatex} now provides considerably +enhanced handling of the various date fields. I have attempted to +document the relevant changes in \textsf{cms-dates-sample.pdf} and in +the \textbf{date} discussion in section~\ref{sec:fields:authdate}, +above, but it's possible the package may need some changes to cope +with all the permutations. Please let me know if you find something +that looks like a bug. + +\mylittlespace Recent versions of \textsf{biblatex} have introduced some new entry types for citing multi-volume works. These are largely -aimed at those already using \textsf{biber}, which provides +aimed at those already using \textsf{Biber}, which provides much-improved functionality for the \textsf{crossref} field compared to standard \textsc{Bib}\TeX\ or \textsf{bibtex8}. Depending upon the time required to implement the changes for the 16th edition, these types may make it into the package for the next major release, or they may have to wait until the one after. -%\enlargethispage{\baselineskip} +\enlargethispage{-2\baselineskip} \mylittlespace This release fixes the formatting errors of which I am aware, though users writing in French should be aware of problems with @@ -8143,7 +8257,77 @@ thought I should warn you in advance. \section{Revision History} \label{sec:history} -\textbf{0.9.7a: Released \today} +\textbf{0.9.8: Released \today} + +\mylittlespace \label{deprec:obsol} Obsolete and Deprecated Features: +\begin{itemize} +\item Starting with \textsf{biblatex} version 1.5, in order to adhere + to the author-date specification you will need to use \textsf{Biber} + to process your .bib files, as \textsc{Bib}\TeX\ (and its more + recent variants) will no longer provide all the required features. + Unfortunately, however, the current release of \textsf{Biber} + (0.9.5) contains bugs that make it tricky to use with + \textsf{biblatex-chicago}. These bugs have been addressed in 0.9.6 + beta, which is available for various operating systems in the + \texttt{development} subdirectory of your SourceForge mirror, e.g., + \href{http://www.mirrorservice.org/sites/download.sourceforge.net/pub/sourceforge/b/project/bi/biblatex-biber/biblatex-biber/development/binaries/}{UK + mirror}. (If, by the time you read this, \textsf{Biber} 0.9.6 has + already been released, then so much the better.) Please see the + start of \textsf{cms-dates-sample.pdf} for more details. +\item The switch to \textsf{Biber} for the author-date specification + means that \textsf{biblatex} now provides considerably enhanced + handling of the various date fields. I have attempted to document + the relevant changes in \textsf{cms-dates-sample.pdf} and in the + \textbf{date} discussion in section~\ref{sec:fields:authdate}, + above, 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. \textsf{Biber} doesn't + like \{\texttt{1968/75}\}, and will ignore it. Either use + \{\texttt{1968/1975}\} or use \{\texttt{1968-{}-75}\} in the + \textsf{year} field. +\item In the notes \&\ bibliography style, and mainly in + \textsf{article}, \textsf{letter}, \textsf{misc}, and + \textsf{review} entries, previous releases of + \textsf{biblatex-chicago} recommended using the \cmd{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 \textsf{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 \cmd{headlesscite} commands and declaring + \texttt{useauthor=false} in the \textsf{options} field. Please + consult the documentation in section~\ref{sec:formatcommands}, s.v.\ + \enquote{\cmd{isdot},} for a list of example entries where you can + see these changes at work. +\end{itemize} + +Other New Features: + +\begin{itemize} +\item Fixed the \cmd{smartcite} citation command in, and added a + \cmd{smartcites} command to, \textsf{chicago-notes.cbx}, so that the + notes \& bibliography style no longer prints parentheses around + citations produced using \cmd{autocite(s)} commands inside + \cmd{footnote} commands. Many thanks to Louis-Dominique Dubeau for + pointing out this error. +\item Rembrandt Wolpert and Aaron Lambert pointed out an issue with a + command (\cmd{lbx@fromlang}) that \textsf{biblatex} no longer + defines, and Charles Schaum very kindly suggested a temporary + workaround in a newsgroup post, a workaround that should no longer + be necessary. +\item Version 1.6 of \textsf{biblatex} no longer allows you to + redefine the \texttt{minnames} and \texttt{maxnames} options in the + \cmd{printbibliography} command, so I've defined + \texttt{minbibnames} and \texttt{maxbibnames} in + \textsf{biblatex-chicago.sty}, instead. These parameters have been + available since version 1.1, so this is now the earliest version of + \textsf{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. +\end{itemize} + +\textbf{0.9.7a: Released March 17, 2011} \begin{itemize} \item Added \cmd{smartcite} command to \textsf{chicago-notes.cbx} so that the notes \&\ bibliography style will work with @@ -8155,7 +8339,7 @@ thought I should warn you in advance. \textbf{0.9.7: Released February 15, 2011} -\mylittlespace \label{deprec:obsol} Obsolete and Deprecated Features: +\mylittlespace Obsolete and Deprecated Features: \begin{itemize} \item The \textbf{customa} and \textbf{customb} entry types are now obsolete. Any such entries will be ignored. Please change any that |