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author | Karl Berry <karl@freefriends.org> | 2010-09-10 22:53:37 +0000 |
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committer | Karl Berry <karl@freefriends.org> | 2010-09-10 22:53:37 +0000 |
commit | 18e2ae6688988e6a06f87f747a340b5fb872fa49 (patch) | |
tree | 489583e26b64878d5922fad27fe7931567495477 /Master/texmf-dist/doc | |
parent | d645f21775a095cea63b16fb33718904f2d12f81 (diff) |
biblatex-chicago 0.9.5a (8sep10)
git-svn-id: svn://tug.org/texlive/trunk@19646 c570f23f-e606-0410-a88d-b1316a301751
Diffstat (limited to 'Master/texmf-dist/doc')
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/README | 92 | ||||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE | 341 | ||||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdf | bin | 0 -> 641841 bytes | |||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex | 7796 | ||||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.pdf | bin | 0 -> 318264 bytes | |||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.tex | 335 | ||||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.pdf | bin | 0 -> 299476 bytes | |||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.tex | 200 | ||||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/dates-test.bib | 2413 | ||||
-rw-r--r-- | Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib | 2039 |
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diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/README b/Master/texmf-dist/doc/latex/biblatex-chicago/README new file mode 100644 index 00000000000..41f15a9331c --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/README @@ -0,0 +1,92 @@ +IMPORTANT NOTE: + +This is the package formerly known as biblatex-chicago-notes-df. It +is intended for use only with the latest version of biblatex -- you +need at least version 0.9c, though 0.9d is current. If you have been +using biblatex-chicago-notes-df, then you should be sure to consult +the RELEASE file to find out what alterations you may need to make to +your .bib files and document preambles to bring them up to date. + +README (version 0.9.5a): + +Biblatex-chicago contains two biblatex styles implementing the +specifications of the Chicago Manual of Style, 15th edition. The +"notes & bibliography" style was formerly available in the package +biblatex-chicago-notes-df, and is intended primarily for writers in +the humanities. The "author-date" style is new to this release, and +is generally favored by writers in the sciences and social sciences. + +This is a beta release, but its feature set is already fairly +extensive. If you have used the package before under its old name you +may, after perusing the RELEASE file, want to look at the changelog at +the end of biblatex-chicago.pdf, which contains cross-references to +more detailed explanations about how this update will affect parts of +your .bib file. If you are just getting started, the best way to +learn the system is to read the documentation in that same pdf file, +which contains both a Quickstart section and a complete reference +guide to both styles (sections 4 and 5). The package also contains +annotated .bib files (notes-test.bib and dates-test.bib) which each +offer over 100 entries demonstrating how to present a wide range of +sources, nearly all of them taken from the Chicago Manual of Style +itself, so that you can compare the output of your system +(cms-notes-sample.tex, cms-dates-sample.tex) or my system +(cms-notes-sample.pdf, cms-dates-sample.pdf) with the actual examples +in the Manual. + +I have, wherever possible, attempted to maintain backward +compatibility with the standard biblatex styles, but there are a +significant number of situations where I have been unable to do so, +which means that switching among various styles while using the same +bibliography database will not be as simple and painless as it could +be. If you can see ways better to preserve this compatibility, or +indeed to improve the package in any way whatsoever, please let me +know, or better yet, send a patch. As the author-date style is +relatively new, now is the time to suggest changes in field or +entry-type usage there, before questions of backward compatibility +become more pressing. If the styles don't behave as you expect or if +you discover a bug, I'd be very happy to hear about it, but do please +read biblatex-chicago.pdf first, as you may find that your question +has already been answered there. If you do find a bug, please send me +the .bib entry, your LaTeX preamble, and your output .log, so that I +can try to reproduce it here. My email address is at the head of +biblatex-chicago.pdf. + +Installation: + +If you wish to place these files in your TeX directory tree instead of +in your working directory, I recommend the following for the moment, +an arrangement which at least has the virtue of minimizing the +footprint of the package in the main tree, allowing for easier +updating: + + - The nine files biblatex-chicago.sty, chicago-notes.cbx, + chicago-notes.bbx, chicago-authordate.cbx, chicago-authordate.bbx, + cms-american.lbx, cms-french.lbx, cms-german.lbx, and cms-ngerman.lbx + can go in <TEXMFLOCAL>/tex/latex/biblatex-contrib/biblatex-chicago, + where <TEXMFLOCAL> is the root of your local TeX installation -- + for example, and depending on your system, /usr/share/texmf-local, + /usr/local/texmf, or C:\Local TeX Files\. You may need to create + this directory first, and after copying the files there please + remember to update your TeX file name database so that TeX can find + them. + + - The eight files biblatex-chicago.tex, biblatex-chicago.pdf, + cms-notes-sample.tex, cms-dates-sample.tex, cms-notes-sample.pdf, + cms-dates.sample.pdf, notes-test.bib, and dates-test.bib can go in + <TEXMFLOCAL>/doc/latex/biblatex-contrib/biblatex-chicago. + + +Changelog: See the RELEASE file, and also the end of +biblatex-chicago.pdf. + + +Copyright (c) 2008-2010 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. diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE b/Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE new file mode 100644 index 00000000000..0c781b010d0 --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE @@ -0,0 +1,341 @@ +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) 2008-2010 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. diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdf b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdf Binary files differnew file mode 100644 index 00000000000..e3154b6536e --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdf diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex new file mode 100644 index 00000000000..b62b224ed93 --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex @@ -0,0 +1,7796 @@ +% +% This file documents the biblatex-chicago package, which allows users +% of the biblatex package to format references according to the +% Chicago Manual of Style, 15th edition. +% +\documentclass[a4paper]{article} +\usepackage[T1]{fontenc} +\usepackage[latin1]{inputenc} +\usepackage[american]{babel} +\usepackage[autostyle]{csquotes} +\usepackage{vmargin} +\setpapersize{A4} +\setmarginsrb{1.65in}{.9in}{1.75in}{.6in}{0pt}{0pt}{12pt}{24pt} +\setlength{\marginparwidth}{1in} +\usepackage[colorlinks,urlcolor=blue,linkcolor=blue]{hyperref} +\usepackage[osf]{mathpazo} +\usepackage[scaled]{helvet} +\usepackage[pdftex]{xcolor} +%\usepackage[dvips]{xcolor} +\newcommand{\mycolor}[1]{\textcolor[HTML]{228B22}{#1}} +\usepackage{multicol} +% Some generic settings. +\newcommand{\cmd}[1]{\texttt{\textbackslash #1}} +\setlength{\parindent}{0pt} +\newcommand{\mymarginpar}[1]{\marginpar{\flushright#1}} +\newcommand{\colmarginpar}[1]{\mymarginpar{\mycolor{#1}}} +\newcommand{\mybigspace}{\vspace{\baselineskip}} +\newcommand{\mylittlespace}{\vspace{.5\baselineskip}} +\makeatletter +\renewcommand{\section}{\@startsection + {section}% + {1}% + {0mm}% + {\baselineskip}% + {\baselineskip}% + {\sffamily\normalsize\bfseries}}% +\renewcommand{\subsection}{\@startsection + {subsection}% + {1}% + {0mm}% + {\baselineskip}% + {.5\baselineskip}% + {\sffamily\normalsize\bfseries}}% +\renewcommand{\subsubsection}{\@startsection + {subsubsection}% + {1}% + {0mm}% + {\baselineskip}% + {.5\baselineskip}% + {\sffamily\normalsize\bfseries}}% +\makeatother +\begin{document} +\begin{center} + \sffamily\large\bfseries The biblatex-chicago package: \\ + Style files for biblatex + +\vspace{.3\baselineskip} +\sffamily\normalsize\bfseries David Fussner\qquad Version 0.9.5a (beta) \\ +\href{mailto:djf027@googlemail.com}{djf027@googlemail.com}\\ \today + +\end{center} +\setcounter{tocdepth}{3} +\begin{multicols}{2} +\footnotesize +\tableofcontents +\end{multicols} +\normalsize +\vspace{-.5\baselineskip} +\section{Notice} +\label{sec:Notice} + +\textbf{Please be advised that this package is beta software, in at + least two senses. First, it merely contains styles to be used in + conjunction with the \textsf{biblatex} package, whose author + (Philipp Lehman) has made it clear that some parts of it may be + subject to alteration before a final release. Any such changes may + necessitate alterations to \textsf{biblatex-chicago}, as well. + Second, I have tried to implement as much of the \emph{Chicago + Manual of Style}'s specification as possible, though undoubtedly + some gaps remain. Most of the ones of which I am aware and which I + believe I can fill are in the TODO list, while others, e.g., legal + citations, await a convincing argument for inclusion. Consider this + beta release, then, a request for comments. If it seems like this + package could be of use to you, yet it doesn't do something you + need/want it to do, please feel free to let me know, and of course + any suggestions for solving problems more elegantly or accurately + would be most welcome.} + +\mylittlespace\textbf{Important Note:} If you have used +\textsf{biblatex-chicago} before, please make sure you have read the +RELEASE file that came with the package. It details the changes +you'll need to make to your .bib database in order for it to work +properly with this release. If you are new to these styles, please +read on. + +\section{Quickstart} +\reversemarginpar + +%\enlargethispage{-3\baselineskip} + +The \textsf{biblatex-chicago} package is designed for writers who wish +to use \LaTeX\ and \textsf{biblatex}, and who either want or need to +format their references according to one of the specifications defined +by the \emph{Chicago Manual of Style}. This package now, for the +first time, includes the \emph{Manual's} \enquote{author-date} system, +favored by many disciplines in the sciences and social sciences, +whereas previous releases only implemented the \enquote{notes \&\ + bibliography} style, generally favored in the humanities. The +latter code produces a full reference in a first footnote, shorter +references in subsequent notes, and a full reference in the +bibliography. Some authors prefer to use the shorter note form even +for the first occurrence, relying on the bibliography to provide the +full information. This, too, is supported by the code. The +author-date style produces a short, in-text citation inside +parentheses --- (Author Year) --- keyed to a list of references where +entries start with the same name and year. + +\mylittlespace The documentation you are reading covers both of these +Chicago styles and their variants. Much of what follows is relevant +to all users, but I have decided, after some experimentation, to keep +the instructions for the two styles separate, at least in +sections~\ref{sec:Spec} and \ref{sec:authdate}. Information provided +under one style will often duplicate that found under the other, but +efficiency's loss should, I hope, be clarity's gain, and much of what +you learn using one style will be applicable without alteration to the +other. Throughout the documentation, any \mycolor{green} text +\colmarginpar{\textsf{New!}} indicates something \mycolor{new} in this +release, though I shall not so color the entire section on the +author-date style. + +\mylittlespace Here's a list of things you will need in order to use +\textsf{biblatex-chicago}: + +\begin{itemize}{}{} +\item Philipp Lehman's \textsf{biblatex} package, of course! You + \emph{must} use the latest version --- at least 0.9c, 0.9d is + current --- as that version introduces incompatibilities with + previous releases, meaning that these style files will not function + properly with earlier iterations of \textsf{biblatex}. Lehman's + tools require several packages, and he strongly recommends several + more: + \begin{itemize}{}{} + \item e-\TeX\ (required) + \item \textsf{etoolbox} --- available from CTAN (required) + \item \textsf{keyval} --- a standard package (required) + \item \textsf{ifthen} --- a standard package (required) + \item \textsf{url} --- a standard package (required) + \item \textsf{babel} --- a standard package (\emph{strongly} + recommended) + \item \textsf{csquotes} --- available from CTAN (recommended). + Please upgrade to the latest version of \textsf{csquotes} (5.0b). + \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 Lehman's + next-generation \textsc{Bib}\TeX\ replacement, called + \textsf{Biber}, which is available from SourceForge. You need the + latest version (0.5.4) to work with \textsf{biblatex} 0.9, and it + is required for users who are processing a .bib file in Unicode. + \end{itemize} +\item The \colmarginpar{\textsf{New!}} line: + \begin{quote} + \cmd{usepackage[notes]\{biblatex-chicago\}} + \end{quote} + in your document preamble to load the notes \&\ bibliography style, + or the line: + \begin{quote} + \cmd{usepackage[authordate]\{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} + instead, but loading it this way sets up a number of other + parameters automatically. You can also load the package via the + usual \cmd{usepackage\{biblatex\}}, adding + \texttt{style=chicago-notes} or \texttt{style=chicago-authordate}, + but this is mainly for those who wish to set much of the low-level + formatting of their document themselves. Please see + sections~\ref{sec:loading} and \ref{sec:loading:auth} below for a + fuller discussion of the issues involved here. +\item You can use \cmd{usepackage[notes,short]\{biblatex-chicago\}} to + get the short note format even in the first reference of a notes \&\ + bibliography document, letting the bibliography provide the full + reference. +\item If you are accustomed to using the \textsf{natbib} compatibility + option with \textsf{biblatex}, then you can continue to do so with + \textsf{biblatex-chicago}. If you are using + \cmd{usepackage\{biblatex-chicago\}} to load the package, then the + option must be the plain \texttt{natbib} rather than + \texttt{natbib=true}. If you use the latter, you'll get a + \textsf{keyval} error. Please see sections~\ref{sec:useropts} and + \ref{sec:authuseropts}, below. +\item By far the simplest setup is to use \textsf{babel}, and to have + \texttt{american} as the main text language. As before, + \textsf{babel}-less setups, and also those choosing \texttt{english} + as the main text language, should work out of the box. + \textsf{Biblatex-chicago} also now provides support for German and + French. Please see below (section~\ref{sec:international}) for a + fuller explanation of all the options. +\item The \colmarginpar{\textsf{New!}} \textsf{chicago-notes.bbx}, + \textsf{chicago-notes.cbx}, + \textsf{\mycolor{chicago-authordate.cbx}}, + \textsf{\mycolor{chi\-cago-authordate.bbx}}, + \textsf{biblatex-chicago.sty}, \textsf{cms-am\-erican.lbx}, + \textsf{cms-french.lbx}, \textsf{cms-german.lbx}, and + \textsf{cms-ngerman.lbx} files from \textsf{biblatex-chicago}, + installed either in a system-wide \TeX\ directory, or in the working + directory where you keep your *.tex files. If you use a system-wide + directory, I recommend creating the + \texttt{<TEXMFLOCAL>/tex/latex/biblatex\-contrib/biblatex-chicago} + directory, where \texttt{<TEX\-MFLOCAL>} is the root of your local + \TeX\ installation --- for example, and depending on your system, + \texttt{/usr/share/texmf-local}, \texttt{/usr/local/share/texmf}, or + \texttt{C:\textbackslash{}Local TeX Files\textbackslash}. Then you + can place all nine of these files there, as it will be easier to + update if they're all in one place. Of course, wherever you choose + to place them in the \texttt{texmf} tree, you'll need to update the + file name database to make sure \TeX\ can find them. +\item If you are using the Xe\LaTeX\ engine and are encountering + difficulties, please upgrade to the latest version of + \textsf{csquotes}, which incorporates chan\-ges that should address + formatting bugs that many users have encountered. Please see + section~\ref{sec:otherpacks} below for the details. +\item Philipp Lehman's very clear and detailed documentation of the + \textsf{biblatex} system, available in his package as + \textsf{biblatex.pdf}. Here he explains why you might want to use + the system, the rules for constructing .bib files for it, and the + (numerous) methods at your disposal for modifying the formatted + output. +\item The annotated bibliography files \textsf{notes-test.bib} and + \mycolor{\textsf{dates-test.bib}}, which will acquaint you with most + of the details on how to get started constructing your own .bib + files for use with the two \textsf{biblatex-chicago} styles. +\item The files \textsf{cms-notes-sample.pdf} and + \mycolor{\textsf{cms-dates-sample.pdf}}. The first shows how my + system processes \textsf{notes-test.bib} and + \textsf{cms-notes-sample.tex}, in both footnotes and bibliography, + the second is the result of processing + \mycolor{\textsf{dates-test.bib}} and + \mycolor{\textsf{cms-dates-sample.tex}}. +\item The file you are reading, \textsf{biblatex-chicago.pdf}, which + aims to be as complete a description as possible of the rules for + creating a .bib file that will, when processed by \LaTeX\ and + \textsc{Bib}\TeX, at least somewhat ease the burden when you try to + implement the \emph{Chicago Manual of Style}'s specifications. + These docs may seem frustratingly over-long, but remember that you + only need to read the part(s) that apply to the style in which you + are interested. Much of the information in section~\ref{sec:Spec} + is duplicated in section~\ref{sec:authdate}, so even if you have a + need for both styles then using one will be excellent preparation + for the other. If you have used a previous version of this package, + please pay particular attention to the sections on Obsolete and + Deprecated Features, starting on page~\pageref{deprec:obsol}. (If + you wish to place the seven previous files in a system-wide + directory, I would recommend + \texttt{<TEXMFLOCAL>/doc/latex/biblatex-contrib/biblatex-chicago}, + remembering of course to update the file name database afterward. + Let me reiterate, also, that if you currently have quoted material + in your .bib file, and are using \cmd{enquote} or the standard + \LaTeX\ mechanisms there, then the simplest procedure is always to + use \cmd{mkbibquote} instead in order to ensure that punctuation + works out right.) +\item Access to a copy of \emph{The Chicago Manual of Style} itself, + which naturally contains incomparably more information than I can + hope to present here. It should always be your first port of call + when any doubts arise as to exactly what the specification requires. +\end{itemize} + +\subsection{License} +\label{sec:lppl} + +Copyright © 2008--2010 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 \enquote{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. + +\subsection{Acknowledgements} +\label{sec:acknowl} + +Even a cursory glance at the cbx and bbx files in the package will +demonstrate how much of Lehman's code from \textsf{biblatex} I've +adapted and re-used, and I've also followed some of the advice he gave +to others in the \texttt{comp.text.tex} newsgroup. He has been +instrumental in improving the contextual capitalization procedures of +which the style makes such frequent use, and his advice on +constructing \textsf{biblatex-chicago.sty} was invaluable. The code +for formatting the footnote marks, and that for printing the +separating rule only after a run-on note, I've adapted from the +\textsf{footmisc} package by Robin Fairbairns. I borrowed ideas for +the \texttt{shorthandibid} option from Dominik Waßenhoven's +\textsf{biblatex-dw} package. There may be other \LaTeX\ code I've +appropriated and forgotten, in which case please remind me. Finally, +Charles Schaum and Joseph Reagle Jr.\ were both extremely generous +with their help and advice during the development of this package, and +have both continued indefatigably to test it and suggest needed +improvements. They were particularly instrumental in encouraging the +greatest possible degree of compatibility with other \textsf{biblatex} +styles. Indeed, if the task of adapting .bib files for use with the +Chicago style seems onerous now, you should have tried it before they +got their hands on it. + +\section{Detailed Introduction} +\label{sec:Intro} + +The \emph{Chicago Manual of Style}, now in its 15th edition, has long, +in America at least, been one of the most influential style guides for +writers and publishers. While one's choices are now perhaps more +extensive than ever, the \emph{Manual} at least still provides a +widely-recognized, and widely-utilized, standard. Indeed, when you +add to this the sheer completeness of the specification, its detailed +instructions for referencing an enormous number of different kinds of +source material, then your choice (or your publisher's choice) of the +\emph{Manual} as a style guide seems set to be a happy one. + +%\enlargethispage{-\baselineskip} + +\mylittlespace These very strengths, however, also make the style +difficult to use. Admittedly, the \emph{Manual} does leave room for +\enquote{inventive solutions} to particular problems (17.2), and it +also emphasizes consistency within a work, as opposed to rigid +adherence to the specification, at least when writer and publisher +agree (17.18). Sometimes a publisher demands such adherence, however, +and anyone who has attempted to produce it may well come away with the +impression that the specification itself is somewhat idiosyncratic in +its complexity, and I can't help but agree. In the notes \&\ +bibliography style, the numerous differences in punctuation (and +strings identifying translators, editors, and the like) between +footnotes and bibliographies and the sometimes unusual location of +page numbers; in both styles the distinction between \enquote{journal} +and \enquote{magazine,} and the formatting differences between (e.g.) +a work from antiquity and one from the Renaissance, all of these tend +to overburden the writer who wants to comply with the standard. Many +of these complexities, in truth, make the specification very nearly +impossible to implement straightforwardly in a system like +\textsc{Bib}\TeX\ --- options multiply, each requiring a particular +sort of formatting, until one almost reaches the point of believing +that every individual book or article should have its own entry type. +Completeness and usability tend each to exclude the other, so the code +you have before you is a first attempt to achieve the former without +utterly sacrificing the latter. + +\subsection*{What \textsf{biblatex-chicago} can and can't do} +\label{sec:bltries} + +In short, the \textsf{biblatex} style files in this package try to +simplify the task of following the two Chicago specifications. In the +notes \&\ bibliography style, the two sorts of reference are treated +separately (as are the two different note forms, long and short), and +you can choose always to use the short note form, even at the first +citation. In the author-date style, a series of options allows you to +choose which date (original printing, reprint, or both) appears in +citations and at the head of entries in the list of references. In +both styles, punctuation is placed within quotation marks when needed, +and as a general rule as many parts of the style as possible are +implemented as transparently as possible. Thanks to advice I received +from Joseph Reagle Jr.\ and Charles Schaum while these files were a +work in progress, I have attended as carefully as I can to backward +compatibility with the standard \textsf{biblatex} styles, and have +attempted to minimize both any changes you need to make to achieve +compliance with the Chicago specification, and indeed also any changes +necessary to switch between the two Chicago styles. There is no doubt +room for improvement on this score, but even now, for a substantial +number of entries, any well-constructed .bib file that works for other +\textsf{biblatex} styles will \enquote{just work} under +\textsf{biblatex-chicago}. By no means, however, will all entries in +such a .bib file produce equally satisfactory results. Using this +documentation and the examples in \textsf{dates-test.bib} and/or +\textsf{notes-test.bib}, it should be possible to achieve compliance, +though the amount of revision necessary to do so will vary +significantly from .bib file to .bib file. Conversely, once you have +created a database for \textsf{biblatex-chicago}, it won't necessarily +work well with other \textsf{biblatex} styles. Indeed, most, quite +possibly all, users will find that they need to use special formatting +macros within the .bib file that would make such a file unusable in +any other context. I strongly recommend, if you want to experiment +with this style, that you work on a copy of any .bib files that are +important to you, until you have determined that this package does +what you need/want it to do. + +\mylittlespace When I first began working on this package, I made the +decision to alter as little as possible the main files from Lehman's +\textsf{biblatex}, so that my .bbx and .cbx files would use his +original \LaTeX\ .sty file and \textsc{Bib}\TeX\ .bst file. As you +proceed, you will no doubt encounter some of the consequences of this +decision, with certain fields and entry types in the .bib file having +less-than-memorable names because I chose to use the supplementary +ones provided by \textsf{biblatex.bst} rather than alter that file. I +intended then, if it turned out that anyone besides myself actually +used \textsf{biblatex-chicago}, to ask Mr.\ Lehman to include more +descriptive names for these few entry types and fields in +biblatex.bst, if he were willing. As luck would have it, several new +types appeared in \textsf{biblatex} 0.8, many of which I have +incorporated as replacements for the custom entry types I defined +before. If a consensus emerges about how best to assign the data to +various fields in such entries, then I shall adopt it, but, as you +will see below, I have begun the process of making the old custom +types obsolete, though in this release they will continue to work. +Needless to say, I'm open to advice and suggestions on this score. + +\section{The Specification:\ Notes\,\&\,Bibliography} +\label{sec:Spec} + +In what follows, I attempt to explain all the parts of +\textsf{biblatex-chicago-notes} that might be considered somehow +\enquote{non standard,} at least with respect to the styles included +with \textsf{biblatex} itself, though in the section on entry fields I +have also duplicated a lot of the information in +\textsf{biblatex.pdf}, which I hope won't badly annoy expert users of +the system. Headings in \mycolor{green} \colmarginpar{\textsf{New in + this release}} indicate material new to this release, or +occasionally old material that has undergone significant revision. +Numbers in parentheses refer to sections of the \emph{Chicago Manual + of Style}, 15th edition. The file \textsf{notes-test.bib} contains +many examples from the \emph{Manual} which, when processed using +\textsf{biblatex-chicago-notes}, should produce the same output as you +see in the \emph{Manual} itself, or at least compliant output, where +the specifications are vague or open to interpretation, a state of +affairs which does sometimes occur. I have provided +\textsf{cms-notes-sample.pdf}, which shows how my system processes +\textsf{notes-test.bib}, and I have also included the reference keys +from the latter file below in parentheses. + +\subsection{Entry Types} +\label{sec:entrytypes} + +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}, +\textbf{book}, \mycolor{\textbf{bookinbook}}, \textbf{booklet}, +\textbf{collection}, \mycolor{\textbf{customa}}, +\mycolor{\textbf{customb}}, \mycolor{\textbf{customc}}, +\textbf{image}, \textbf{inbook}, \textbf{incollection}, +\textbf{inproceedings}, \textbf{inreference}, +\mycolor{\textbf{letter}}, \textbf{manual}, \mycolor{\textbf{misc}}, +\textbf{online} (with its alias \textbf{www}), \textbf{patent}, +\textbf{periodical}, \textbf{proceedings}, \textbf{reference}, +\textbf{report} (with its alias \textbf{techreport}), \textbf{review}, +\mycolor{\textbf{suppbook}}, \textbf{suppcollection}, +\textbf{suppperiodical}, \textbf{thesis} (with its aliases +\textbf{mastersthesis} and \textbf{phdthesis}), and +\textbf{unpublished}. + +\mylittlespace What follows is an attempt to specify all the +differences between these types and the standard provided by +\textsf{biblatex}. If an entry type isn't discussed here, then it is +safe to assume that it works as it does in the standard styles. In +general, I have attempted not to discuss specific entry fields here, +unless such a field is crucial to the overall operation of a given +entry type. As a general and important rule, most entry types require +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 + Style} (17.148) recognizes three different sorts of periodical +publication, \enquote{journals,} \enquote{magazines,} and +\enquote{newspapers.} The first (17.150) includes \enquote{scholarly + or professional periodicals available mainly by subscription,} while +the second refers to \enquote{weekly or monthly} publications that are +\enquote{available either by subscription or in individual issues at + bookstores or newsstands.} \enquote{Magazines} will tend to be +\enquote{more accessible to general readers,} and typically won't have +a volume number. Indeed, by fiat I declare that should you need to +refer to a journal that identifies its issues mainly by year, month, +or week, then for the purposes of \textsf{biblatex-chicago-notes} such +a publication is a \enquote{magazine,} and not a \enquote{journal.} + +\mylittlespace Now, for articles in \enquote{journals} you can simply +use the traditional \textsc{Bib}\TeX\ --- and indeed \textsf{biblatex} +--- \textsf{article} entry type, which will work as expected and set +off the page numbers with a colon, as required by the \emph{Manual}. +If, however, you need to refer to a \enquote{magazine} or a +\enquote{newspaper,} then you need to add an \textsf{entrysubtype} +field containing the exact string \texttt{magazine}. The main +formatting differences between a \texttt{magazine} (which includes +both \enquote{magazines} and \enquote{newspapers}) and a plain +\textsf{article} are that the year isn't placed within parentheses, +and that page numbers are set off by a comma rather than a colon. +Otherwise, the two sorts of reference have much in common. (For +\textsf{article}, see \emph{Manual} 17.154--181; batson, +beattie:crime, friedman:learning, garaud:gatine, garrett, hlatky:hrt, +kern, lewis, loften:hamlet, mcmillen:antebellum, warr:ellison, +white:callimachus. For \textsf{entrysubtype} \texttt{magazine}, see +17.166, 17.182--198; assocpress:gun, morgenson:market, reaves:rosen, +rozner:liberation, stenger:privacy.) + +\mylittlespace It gets worse. The \emph{Manual} treats reviews (of +books, plays, performances, etc.) as a sort of recognizable subset of +\enquote{journals,} \enquote{magazines,} and \enquote{newspapers,} +distinguished mainly by the way one formats the title of the review +itself. In \textsf{biblatex 0.7}, happily, Lehman provided a +\textsf{review} entry type which will handle a large subset of such +citations, though not all. The key rule is this: if a review has a +separate, non-generic title (gibbard; osborne:poison) in addition to +something that reads like \enquote{review of \ldots,} then you need an +\textsf{article} entry, with or without the \texttt{magazine} +\textsf{entrysubtype}, depending on the sort of publication containing +the review. If the only title is the generic \enquote{review of + \ldots,} for example, then you'll need the \textsf{review} entry +type, with or without this same \textsf{entrysubtype} toggle using +\texttt{magazine}. On \textsf{review} entries, see below. (The +curious reader will no doubt notice that the code for formatting any +sort of review still exists in \textsf{article}, as it was initially +designed for \textsf{biblatex 0.6}, but this new arrangement is +somewhat simpler and therefore, I hope, better.) + +%\enlargethispage{-\baselineskip} + +\mylittlespace In the case of a review with a specific as well as a +generic title, the former goes in the \textsf{title} field, and the +latter in the \textsf{titleaddon} field. Standard \textsf{biblatex} +intends this field for use with additions to titles that may need to +be formatted differently from the titles themselves, and +\textsf{biblatex-chicago-notes} uses it in just this way, with the +additional wrinkle that it can, if needed, replace the \textsf{title} +entirely, and this in, effectively, any entry type, providing a fairly +powerful, if somewhat complicated, tool for getting \textsc{Bib}\TeX\ +to do what you want. Here, however, if all you need is a +\textsf{titleaddon}, then you want to switch to the \textsf{review} +type, where you can simply use the \textsf{title} field instead. + +\mylittlespace No less than six more things need explication here. +First, since the \emph{Manual} specifies that much of what goes into a +\textsf{titleaddon} field stays unformatted --- no italics, no +quotation marks --- this plain style is the default for such text, +which means that you'll have to format any titles within +\textsf{titleaddon} yourself, e.g., with \cmd{mkbibemph\{\}}. Second, +the \emph{Manual} specifies a similar plain style for the titles of +other sorts of material found in \enquote{magazines} and +\enquote{newspapers,} e.g., obituaries, letters to the editor, +interviews, the names of regular columns, and the like. References +may contain both the title of an individual article and the name of +the regular column, in which case the former should go, as usual, in a +\textsf{title} field, and the latter in \textsf{titleaddon}. As with +reviews proper, if there is only the generic title, then you want the +\textsf{review} entry type. (See 17.188, 17.190, 17.193; +morgenson:market, reaves:rosen.) + +\mylittlespace Third, the \emph{Manual} suggests that, in the case of +\enquote{unsigned newspaper articles or features \ldots the name of + the newspaper stands in place of the author} (17.192). It doesn't +always carry through on this in its own presentation of newspaper +citations (see esp.\ 17.188), but I've implemented their +recommendation nonetheless, which means that in an \textsf{article} +entry, \textsf{entrysubtype} \texttt{magazine}, or in a +\textsf{review} entry, \textsf{entrysubtype} \texttt{magazine}, and +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 +alphabetized by \textsf{journaltitle} rather than by \textsf{title}. +The \colmarginpar{\textsf{New!}} provision of a \textsf{shortauthor} +field is no longer necessary with this release, as in its absence the +package will now automatically take it from \textsf{journaltitle}. +(See lakeforester:pushcarts.) + +%\enlargethispage{-\baselineskip} + +\mylittlespace Fourth, if you've been using +\textsf{biblatex-chicago-notes} for a while, you may remember using +the single-letter \cmd{bibstring} mechanism in order to help +\textsf{biblatex} decide where to capitalize a wide variety of strings +in numerous entry fields. This mechanism was particularly common in +all the periodical types, but if you've had a look in +\textsf{notes-test.bib} while following this documentation, you'll +have noticed that it no longer appears there. The regular whole-word +bibstrings still work as normal, but the single-letter ones are now +obsolete, replaced by Lehman's macro \cmd{autocap}, which itself only +occurs twice in \textsf{notes-test.bib}. Basically, in certain +fields, just beginning your data with a lowercase letter activates the +mechanism for capitalizing that letter depending on its context within +a note or bibliography entry. Please see \textbf{\textbackslash + autocap} below for the details, but both the \textsf{titleaddon} and +\textsf{note} fields are among those treating their data this way, and +since both appear regularly in \textsf{article} entries, I thought the +problem merited a preliminary mention here. + +\mylittlespace Fifth, if you need to cite an entire issue of any sort +of periodical, rather than one article in an issue, then the +\textsf{periodical} entry type, once again with or without the +\texttt{magazine} toggle in \textsf{entrysubtype}, is what you'll +need. (You can also use the \textsf{article} type, placing what would +normally be the \textsf{issuetitle} in the \textsf{title} field and +retaining the usual \textsf{journaltitle} field, but this arrangement +isn't compatible with standard \textsf{biblatex}.) The \textsf{note} +field is where you place something like \enquote{special issue} (with +the small \enquote{s} enabling the automatic capitalization routines), +whether you are citing one article or the whole issue +(conley:fifthgrade, good:wholeissue). Indeed, this is a somewhat +specialized use of \textsf{note}, and if you have other sorts of +information you need to include in an \textsf{article}, +\textsf{periodical}, or \textsf{review} entry, then you shouldn't put +it in the \textsf{note} field, but rather in \textsf{titleaddon} or +perhaps \textsf{addendum} (brown:bremer). + +\mylittlespace Finally, and in the interests of completeness, it may be +as well to suggest that if you wish to cite a television or radio +broadcast, the \textsf{article} type, \textsf{entrysubtype} +\texttt{magazine} is the place for it. The name of the program would +go in \textsf{journaltitle}, with the name of the episode in +\textsf{title}. The network's name now goes into the new +\textsf{usera} field, replacing the formatting kludge I suggested in +version 0.7. Of course, if the piece you are citing has only a +generic name (an interview, for example), then the \textsf{review} +type would be the best place for it. (8.196, 17.207; see +bundy:macneil for an example of how this all might look in a .bib +file.) + +\enlargethispage{-\baselineskip} + +\mylittlespace If you're still with me, allow me to recommend that you +browse through \textsf{notes-test.bib} to get a feel for just how many +of the \emph{Manual}'s complexities the \textsf{article} and +\textsf{review} (and, indeed, \textsf{periodical}) types attempt to +address. It may be that in future releases of +\textsf{biblatex-chicago-notes} I'll be able to simplify these +procedures somewhat, but in the meantime it might be of some comfort +that I have found in my own research that the unusual and/or limit +cases are really rather rare, and that the vast majority of sources +won't require any knowledge of these onerous details. + +\mybigspace Arne \mymarginpar{\textbf{artwork}} Kjell Vikhagen has +pointed out to me that none of the standard entry types were +straightforwardly adaptable when referring to visual artworks. The +\emph{Manual} doesn't give any thorough specifications for such +references, and indeed it's unclear that it believes it necessary to +include them in the bibliographical apparatus at all. Still, it's +easy to conceive of contexts in which a list of artworks studied might +be desirable, and \textsf{biblatex} includes entry types for just this +purpose, though the standard styles leave them undefined. The two I +have included in this release are \textsf{artwork} and \textsf{image}, +the former intended for paintings, sculptures, etchings, and the like, +the latter for photographs. The two entry types work in exactly the +same way as far as constructing your .bib entry, and when printed the +only difference will be that the titles of \textsf{artworks} are +italicized, those of \textsf{images} placed within quotation marks. + +\mylittlespace As one might expect, the artist goes in \textsf{author} +and the name of the work in \textsf{title}. The \textsf{type} field +is intended for the medium --- e.g., oil on canvas, charcoal on paper +--- and the \textsf{version} field might contain the state of an +etching. You can place the dimensions of the work in \textsf{note}, +and the current location in \textsf{organization}, +\textsf{institution}, and/or \textsf{location}, in ascending order of +generality. The \textsf{type} field, as in several other entry types, +uses \textsf{biblatex's} automatic capitalization routines, so if the +first word only needs a capital letter at the beginning of a sentence, +use lowercase in the .bib file and let \textsf{biblatex} handle it for +you. (See \emph{Manual} 12.33; leo:madonna, bedford:photo.) + +\mylittlespace As a final complication, the \emph{Manual} (8.206) says +that \enquote{the names of works of antiquity \ldots\,are usually set + in roman.} If you should need to include such a work in the +reference apparatus, you can either define an \textsf{entrysubtype} +for an \textsf{artwork} entry --- anything will do --- or you could +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 This \colmarginpar{\textbf{bookinbook}} type provides the +means of referring to parts of books that are considered, in other +contexts, themselves to be books, rather than chapters, essays, or +articles. (Older versions of \textsf{biblatex-chicago} used +\textbf{customb} for this purpose, but this is now deprecated.) Such +an entry can have a \textsf{title} and a \textsf{maintitle}, but it +can also contain a \textsf{booktitle}, all three of which will be +italicized when printed. In general usage it is, therefore, rather +like the traditional \textsf{inbook} type, only with its +\textsf{title} in italics rather than in quotation marks. (See +\emph{Manual} 17.72, 17.89, 17.93; bernard:boris, euripides:orestes, +plato:republic:gr.) + +\mylittlespace \textbf{NB}: The Euripides play receives slightly +different presentations in 17.89 and 17.93. Although the +specification is very detailed, it doesn't eliminate all choice or +variation. Using a system like \textsc{Bib}\TeX\ should help to +maintain consistency. + +\mybigspace This \mymarginpar{\textbf{booklet}} is the first of two +entry types --- the other being \textsf{manual}, on which see below +--- which are traditional in \textsc{Bib}\TeX\ styles, but which the +\emph{Manual} (17.241) suggests may well be treated basically as +books. In the interests of backward compatibility, +\textsf{biblatex-chicago-notes} will so format such an entry, which +uses the \textsf{howpublished} field instead of a standard +\textsf{publisher}, though of course if you do decide just to use a +\textsf{book} entry then any information you might have given in a +\textsf{howpublished} field should instead go in \textsf{publisher}. +(See clark:mesopot.) + +\mybigspace This \colmarginpar{\textbf{customa}} entry type is now +deprecated in favor of the standard \textsf{biblatex} \textbf{letter} +type, which see. If your .bib files contain any \textsf{customa} +entries you should change them to \textsf{letter} soon, as I am +reclaiming this custom type for other uses in the next release of +\textsf{biblatex-chicago}. + +%\enlargethispage{-\baselineskip} + +\mybigspace This \colmarginpar{\textbf{customb}} entry type is now +deprecated in favor of the standard \textsf{biblatex} +\textbf{bookinbook}, which see. If your .bib files contain any +\textsf{customb} entries you should change them to \textsf{bookinbook} +soon, as it will cease to function in the next release of +\textsf{biblatex-chicago}. + +\mybigspace This \colmarginpar{\textbf{customc}} entry type is now +deprecated in favor of the standard \textsf{biblatex} +\textbf{suppbook} (and \textbf{suppcollection}, which currently serves +as an alias to \textsf{suppbook}). Please see their documentation +below. If your .bib files contain any \textsf{customc} entries you +should change them to \textsf{suppbook} soon, as it will cease to +function in the next release of \textsf{biblatex-chicago}. + +\mybigspace This \mymarginpar{\textbf{image}} entry type, left +undefined in the standard styles, is in \textsf{biblatex-chicago} +intended for referring to photographs. Excluding the possible use of +the \textsf{entrysubtype} field, which in an \textsf{image} entry +would be ignored, this type is a clone of \textsf{artwork}, so you +should consult the latter's documentation above to see how to +construct your .bib entry. (See \emph{Manual} 12.33; bedford:photo.) + +\mybigspace These \mymarginpar{\textbf{inbook}\\\textbf{incollection}} +two standard \textsf{biblatex} types have very nearly identical +formatting requirements as far as the Chicago specification is +concerned, but I have retained both of them for compatibility. +\textsf{Biblatex.pdf} (§~2.1.1) intends the first for \enquote{a part + of a book which forms a self-contained unit with its own title,} +while the second would hold \enquote{a contribution to a collection + which forms a self-contained unit with a distinct author and its own + title.} The \textsf{title} of both sorts will be placed within +quotation marks, and in general you can use either type for most +material falling into these categories. There is, however, an +important difference between them, as it is only in +\textsf{incollection} entries that I implement the \emph{Manual's} +recommendations for space-saving abbreviations in notes and +bibliography when you cite multiple pieces from the same +\textsf{collection}. These abbreviations are activated when you use +the \textsf{crossref} or \textsf{xref} field in \textsf{incollection} +entries, and not in \textsf{inbook} entries, mainly because the +\emph{Manual} (17.70) here specifies a \enquote{multiauthor book.} +(For more on this mechanism see \textbf{crossref}, below, and note +that it is also active in \textsf{letter} and \textsf{inproceedings} +entries.) If the part of a book to which you are referring has had a +separate publishing history as a book in its own right, then you may +wish to use the \textsf{bookinbook} type, instead, on which see above. +(See \emph{Manual} 17.68--72; \textsf{inbook}: ashbrook:brain, +phibbs:diary, will:cohere; \textsf{incollection}: centinel:letters, +contrib:contrib, sirosh:visualcortex; ellet:galena, keating:dearborn, +and lippincott:chicago [and the \textsf{collection} entry +prairie:state] demonstrate the use of the \textsf{crossref} field with +its attendant abbreviations in notes and bibliography.) + +\mylittlespace \textbf{NB}: The \emph{Manual} suggests that, when +referring to a chapter, one use either a chapter number or the +inclusive page numbers, not both. If, however, you wish to refer in a +footnote to a specific page within the chapter, +\textsf{biblatex-chicago-notes} will always print the optional, +postnote argument of a \cmd{cite} command --- the page number, say --- +instead of any chapter number or inclusive page numbers given in the +.bib file \textsf{incollection} entry. This mechanism is quite +general, that is, any specific page reference given in any sort of +\cmd{cite} command overrides the contents of a \textsf{pages} field in +a .bib file entry. + +\mylittlespace Currently, only the \textsf{chapter} field receives +this treatment in \textsf{biblatex-chicago-notes}, though it may be +possible in the future to generalize this to other named parts of a +book. Do let me know if this would be helpful to you. + +\mybigspace This \mymarginpar{\textbf{inproceedings}} entry type works +pretty much as in standard \textsf{biblatex}. Indeed, the main +differences between it and \textsf{incollection} are the lack of an +\textsf{edition} field and the possibility that an +\textsf{organization} may be cited alongside the \textsf{publisher}, +even though the \emph{Manual} doesn't specify its use (17.71). Please +note, also, that the \textsf{crossref} and \textsf{xref} mechanism for +shortening citations of multiple pieces from the same +\textsf{proceedings} is operative here, just as it is in +\textsf{incollection} entries. See \textbf{crossref}, below, for more +details. + +\enlargethispage{-\baselineskip} + +\mybigspace This \mymarginpar{\textbf{inreference}} entry type is +aliased to \textsf{incollection} in the standard styles, but the +\emph{Manual} has particular requirements, so if you are citing +\enquote{[w]ell-known reference books, such as major dictionaries and + encyclopedias,} then this type should simplify the task of +conforming to the specifications (17.238--239). The main thing to +keep in mind is that I have designed this entry type for +\enquote{alphabetically arranged} works, which you shouldn't cite by +page, but rather by the name(s) of the article(s). Because of the +formatting required by the \emph{Manual}, we need one of +\textsf{biblatex's} list fields for this purpose, and in order to keep +all this out of the way of the standard styles, I have chosen the +\textsf{lista} field. You should present these article names just as +they appear in the work, separated by the keyword +\enquote{\texttt{and}} if there is more than one, and +\textsf{biblatex-chicago-notes} will provide the appropriate prefatory +string (\texttt{s.v.}, plural \texttt{s.vv.}), and enclose each in its +own set of quotation marks (ency:britannica). In a typical +\textsf{inreference} entry, very few other fields are needed, as +\enquote{the facts of publication are often omitted, but the edition + (if not the first) must be specified.} In practice, this means a +\textsf{title} and possibly an \textsf{edition} field. + +\mylittlespace There are quite a few other peculiarities to explain +here. First of all, you should present any well-known works +\emph{only} in notes, not in a bibliography, as your readers are +assumed to know where to go for such a reference. You can use the +\texttt{skipbib} option or the \textsf{keywords} mechanism I discuss +below under \textbf{crossref} and \textbf{keywords}. For such works, +and given how little information will be present even in a full note, +you may wish to use \cmd{fullcite} or \cmd{footfullcite} in place of +the short form, especially if, for example, you are citing different +versions of an article appearing in different editions. + +\mylittlespace If the work is slightly less well known, it may be that +full publication details are appropriate (times:guide), but this makes +things more complicated. In previous releases of +\textsf{biblatex-chicago-notes}, you would have had to format the +\textsf{postnote} field of short notes appropriately, including the +prefatory string and quotation marks I mentioned above. Now you can +put an article name in the \textsf{postnote} field of +\textsf{inreference} entries and have it formatted for you, and this +holds for both long and short notes, which could allow you to refer +separately to many different articles from the same reference work +using only one .bib entry. (In a long note, any \textsf{postnote} +field stops the printing of the contents of \textsf{lista}.) The only +limitation on this system is that the \textsf{postnote} field, unlike +\textsf{lista}, is not a list, and therefore for the formatting to +work correctly you can only put one article name in it. Despite this +limitation, I hope that the current system might simplify things for +users who cite numerous works of reference. + +\mylittlespace If it seems appropriate to include such a work in the +bibliography, be aware that the contents of the \textsf{lista} field +will also be presented there, which may not be what you want. A +separate \textsf{reference} entry might solve this problem, but you +may also need a \textsf{sortkey} field to ensure proper +alphabetization, as \textsf{biblatex} will attempt to use an +\textsf{editor} or \textsf{author} name, if either is present. (Cf.\ +mla:style, a \textsf{reference} entry that uses section numbers +instead of alphabetized headings, and \texttt{useeditor=false} in the +\textsf{options} field instead of a \textsf{sortkey} to ensure the +correct alphabetization.) + +\mylittlespace Speaking of the \textsf{author}, this field holds the +author of the specific entry (in \textsf{lista}), not the author of +the \textsf{title} as a whole. This name will be printed in +parentheses after the entry's name (grove:sibelius). If you wish to +refer to a reference work by author or indeed by editor, having either +appear at the head of the note (long or short) or bibliography entry, +then you'll need to use a \textsf{book} entry instead (cf.\ +schellinger:novel), where the \textsf{lista} mechanism will also work +in the bibliography, but which in every other way will be treated as a +normal book, often a good choice for unfamiliar or non-standard +reference works. + +\mylittlespace Finally, all of these rules apply to online reference +works, as well, for which you need to provide not only a \textsf{url} +but also, always, a \textsf{urldate}, as these sources are in constant +flux (wikiped:bibtex, grove:sibelius). + +\mybigspace This \mymarginpar{\textbf{letter}} is the entry type to +use for citing letters, memoranda, or similar texts, but \emph{only} +when they appear in a published collection. (Unpublished material of +this nature needs a \textsf{misc} entry, for which see below.) +Depending on what sort of information you need to present in a +citation, you may simply be able to get away with a standard +\textsf{book} entry, which may then be cited by page number (see +\emph{Manual} 17.31, 17.42; meredith:letters, adorno:benj). If, +however, for whatever reason, you need to give full details of a +specific letter, then you'll need to use the \textsf{letter} entry +type, which attempts to simplify for you the \emph{Manual}'s rather +complicated rules for formatting such references. (See 17.76--78; +jackson:paulina:letter, white:ross:memo, white:russ [a completely +fictitious entry to show the \textsf{xref} mechanism], white:total [a +\textsf{book} entry, for the bibliography]). + +\mylittlespace To start, the name of the letter writer goes in the +\textsf{author} field, while the \textsf{title} field contains both +the name of the writer and that of the recipient, in the form +\texttt{Author to Recipient}. The \textsf{titleaddon} field contains +the type of correspondence involved. If it's a letter, this field may +be left blank, but if it's a memorandum or report or the like, then +this is the place to specify that fact. Also, because the +\textsf{origdate} field only accepts numbers, if you want to use the +abbreviation \enquote{n.d.} (or \cmd{bibstring\{nodate\}}) for undated +letters, then this is where you should put it. Most importantly, the +date of the letter itself goes in the \textsf{origdate} field +(\texttt{year-month-day}), which now allows a full date specification, +while the publishing date of the whole collection goes in the +\textsf{date} field, instead of in the obsolete \textsf{origyear}. As +in other entry types, then, the \textsf{date} field now has its +ordinary meaning of \enquote{date of publication.} (You may have +noticed here that the presentation of the \textsf{origdate} in this +sort of reference is different from the date format required elsewhere +by the \emph{Manual}. This appears to result from some recent changes +to the specification, and it may be that we could get away with +choosing one or the other format for all occurrences [6.46], but for +the moment I hope this mixed solution will suffice.) Another +difficulty arises when producing the short footnote form, which +requires you to provide a \textsf{shorttitle} field of the form +\enquote{\texttt{to Recipient},} the latter name as short as possible +while avoiding ambiguity. The remaining fields are fairly self +explanatory, but do remember that the title of the published +collection belongs in \textsf{booktitle} rather than in +\textsf{title}. + +\mylittlespace Finally, the \emph{Manual} specifies that if you cite +more than one letter from a given published collection, then the +bibliography should contain only a reference to said collection, +rather than to each individual letter, while the form of footnotes +would remain the same. This should be possible using +\textsc{Bib}\TeX's standard \textsf{crossref} field, with each +\textsf{letter} entry pointing to a \textsf{collection} or +\textsf{book} entry, for example. I shall discuss cross references at +length later (\textbf{crossref} and \textbf{xref}, below), but I +should mention here that \textsf{letter} is one of the entry types in +which a \textsf{crossref} or an \textsf{xref} field automatically +results in special shortened forms in notes and bibliography if more +than one piece from a single collection is cited. (The other entry +types are \textsf{incollection} and \textsf{inproceedings}; see 17.70 +for the \emph{Manual}'s specification.) This ordinarily won't be an +issue for \textsf{letter} entries in the bibliography, as individual +letters aren't included there, but it is operative in notes, where you +can disable it simply by not using a \textsf{crossref} or an +\textsf{xref} field. In the \textsf{crossref} docs, below, I +recommend a way of keeping the individual letters from turning up in +the bibliography, involving the use of the \textsf{keywords} field. + +\enlargethispage{\baselineskip} + +\mybigspace This \colmarginpar{\textbf{manual}} is the second of two +traditional \textsc{Bib}\TeX\ entry types that the \emph{Manual} +suggests formatting as books, the other being \textsf{booklet}. As +with this latter, I have retained it in +\textsf{biblatex-chicago-notes} for backward compatibility, its main +peculiarity being that, in the absence of a named author, the +\textsf{organization} producing the manual will be printed both as +author and as publisher. In such a case, you'll need a +\textsf{sortkey} field to aid \textsf{biblatex's} alphabetization +routines, but you no longer need to provide a \textsf{shortauthor} +field, as the style will automatically use \textsf{organization} in +the absence of anything else. Of course, if you were to use a +\textsf{book} entry for such a reference, then you would need to +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 \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 +applicability, while retaining its traditional use. Put simply, with +no \textsf{entrysubtype} field, a \textsf{misc} entry will retain +backward compatibility with the standard styles, so the usual +\textsf{howpublished}, \textsf{version}, and \textsf{type} fields are +all available for specifying an otherwise unclassifiable text, and the +\textsf{title} will be italicized. (The \emph{Manual}, you may wish +to note, doesn't give specific instructions on how such citations +should be formatted, so when using the Chicago style I would recommend +you have recourse to this traditional entry type as sparingly as +possible.) + +\mylittlespace If you do provide an \textsf{entrysubtype} field, the +\textsf{misc} type provides a means for citing unpublished letters, +memoranda, private contracts, wills, interviews, and the like, making +it something of an unpublished analogue to the \textsf{letter}, +\textsf{article}, and \textsf{review} entry types (which see). +Typically, such an entry will cite part of an archive, and equally +typically the text cited won't have a specific title, but only a +generic one, whereas an \textsf{unpublished} entry will ordinarily +have a specific author and title, and won't come from a named archive. +The \textsf{misc} type with an \textsf{entrysubtype} defined is the +least formatted of all those specified by the \emph{Manual}, so titles +are in plain text, and any location details take no parentheses in +full footnotes. + +\mylittlespace If you are wondering what to put in +\textsf{entrysubtype}, the answer is, currently, anything at all. You +no longer need to put the exact string \texttt{letter} there in order +to move the date into closer proximity with the \textsf{title}. +Indeed, recent \colmarginpar{\textsf{New}} reconsideration of the +\emph{Manual} has suggested that the distinction to be drawn in this +class of material hasn't to do with \emph{where} the date is presented +but, rather, with \emph{how} it is presented. As I now understand the +specification, it draws a distinction between archival material that +is \enquote{letter-like} (letters, memoranda, reports, telegrams) and +that which isn't (interviews, wills, contracts, or even personal +communications you've received and which you wish to cite). This may +not always be the easiest distinction to draw, and in previous +releases of \textsf{biblatex-chicago} I have been ignoring it, but +once you've decided to classify it one way or the other you put the +date in the \textsf{origdate} field for letters, etc., and into the +\textsf{date} field for the others. + +\mylittlespace In effect, whether it's a \textsf{letter} entry or a +\enquote{letter-like} \textsf{misc} entry (with +\textsf{entrysubtype}), it is by using the \textsf{origdate} field +that you identify when it was written. Other sorts of \textsf{misc} +entry (with \textsf{entrysubtype}) use the \textsf{date} field. This +maintains consistency of usage across entry types and also, I hope, +improves compliance when using the \textsf{misc} type for citing +archival material. Remember, however, that without an +\textsf{entrysubtype} the entry will be treated as traditional +\textsf{misc}, and the title italicized. In addition, defining +\textsf{entrysubtype} activates the automatic capitalization mechanism +in the \textsf{title} field of \textsf{misc} entries, on which see +\textbf{\textbackslash autocap} below. (See 17.205-206, 17.220, +17.222-232; creel:house, dinkel:agassiz, spock:interview.) + +\mylittlespace As in \textsf{letter} entries, the titles of +unpublished letters are of the form \texttt{Author to Recipient}, and +further information can be given in the \textsf{titleaddon} field, +including the abbreviation \enquote{\texttt{n.d.}}\ (or +\cmd{bibstring\{nodate\}}) for undated examples. The \textsf{note}, +\textsf{organization}, \textsf{institution}, and \textsf{location} +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.) + +%\vspace{\baselineskip} + +\mylittlespace As with \textsf{letter} entries, the \emph{Manual} +(17.223) suggests that bibliography entries contain only the name of +the manuscript collection, unless only one item from that collection +is cited. The \textsf{crossref} field can be used, as well as the +\textsf{keywords} mechanism (or \texttt{skipbib} option) for +preventing the individual items from turning up in the bibliography. +Obviously, this is a matter for your discretion, and if you're using +only short notes (see the \texttt{short} option, +section~\ref{sec:useropts} below), you may feel the need to include +more information in the note if the bibliography doesn't contain a +full reference to an individual item. + +\mylittlespace Finally, if the \textsf{misc} entry isn't a letter, +remember that, as in \textsf{article} and \textsf{review} entries, +words like \texttt{interview} or \texttt{memorandum} needn't be +capitalized unless they follow a period --- the automatic +capitalization routines (with the \textsf{title} field starting with a +lowercase letter [see dinkel:agassiz, spock:interview, and +\textbf{\textbackslash autocap}]) will ensure correctness. In all +this class of archived material, the \emph{Manual} (17.222) quite +specifically requires more consistency 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-notes} proves +helpful in this regard. + +\mybigspace The \mymarginpar{\textbf{online}} \emph{Manual}'s +instructions (17.142--147, 17.198, 17.234--237) for citing online +materials are slightly different from those suggested by standard +\textsf{biblatex}. Indeed, this is a case where complete backward +compatibility with other \textsf{biblatex} styles may be impossible, +because as a general rule the \emph{Manual} considers relevant not +only where a source is found, but also the nature of that source, +e.g., if it's an online edition of a book (james:ambassadors), then it +calls for a \textsf{book} entry. Even if you cite an +\enquote{intrinsically online} source, if that source is structured +more or less like a conventional printed periodical, then you'll +probably want to use \textsf{article} or \textsf{review} instead of +\textsf{online} (stenger:privacy, which cites \emph{CNN.com} --- +\emph{Yahoo!\ News} is another example that would be treated in such a +way). If the \enquote{standard facts of publication} are missing, +then the \textsf{online} type is usually the best choice +(evanston:library, powell:email). Some online materials will, no +doubt, make it difficult to choose an entry type, but so long as all +locating information is present, then perhaps that is enough to +fulfill the specification, or at least so I'd like to hope. + +\mylittlespace Constructing an \textsf{online} .bib file entry is much +the same as in \textsf{biblatex}. The \textsf{title} field would +contain the title of the page, the \textsf{organization} field could +hold the title or owner of the whole site. If there is no specific +title for a page, but only a generic one (powell:email), then such a +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} + +\mybigspace The \colmarginpar{\textbf{patent}} \emph{Manual} is very +brief on this subject (17.219), but very clear about which information +it wants you to present, so such entries may not work well with other +\textsf{biblatex} styles. The important date, as far as Chicago is +concerned, is the filing date. If a patent has been filed but not yet +granted, then you can place the filing date in either the +\textsf{date} field or the \textsf{origdate} field, and +\textsf{biblatex-chicago-notes} will automatically prepend the +bibstring \texttt{patentfiled} to it. If the patent has been granted, +then you put the filing date in the \textsf{origdate} field, and you +put the date it was issued in the \textsf{date} field, to which the +bibstring \texttt{patentissued} will automatically be prepended. (In +other words, you no longer need to use a hand-formatted +\textsf{addendum} field, though you can place additional information +in that field if desired, and it will be printed in close association +with the dates.) The patent number goes in the \textsf{number} field, +and you should use the standard \textsf{biblatex} bibstrings in the +\textsf{type} field. Though it isn't mentioned by the \emph{Manual}, +\textsf{biblatex-chicago-notes} will print the \textsf{holder} after +the \textsf{author}, if you provide one. See petroff:impurity. + + +\mybigspace This \mymarginpar{\textbf{periodical}} is the standard +\textsf{biblatex} entry type for presenting an entire issue of a +periodical, rather than one article within it. It has the same +function in \textsf{biblatex-chicago-notes}, and in the main uses the +same fields, though in keeping with the system established in the +\textsf{article} entry type (which see) you'll need to provide +\textsf{entrysubtype} \texttt{magazine} if the periodical you are +citing is a \enquote{newspaper} or \enquote{magazine} instead of a +\enquote{journal.} Also, remember that the \textsf{note} field is the +place for identifying strings like \enquote{special issue,} with its +initial lowercase letter to activate the automatic capitalization +routines. (See \emph{Manual} 17.170; good:wholeissue.) + +\mybigspace This \mymarginpar{\textbf{reference}} entry type is +aliased to \textsf{collection} by the standard \textsf{biblatex} +styles, but I intend it to be used in cases where you need to cite a +reference work but not an alphabetized entry or entries in that work. +This could be because it doesn't contain such entries, or perhaps +because you intend the citation to appear in a bibliography rather +than in notes. Indeed, the only differences between it and +\textsf{inreference} are the lack of a \textsf{lista} field to present +an alphabetized entry, and the fact that any \textsf{postnote} field +will be printed verbatim, rather than formatted as an alphabetized +entry. (See mla:style for an example of a reference work that uses +numbered sections rather than alphabetized entries, and that appears +in the bibliography as well.) + +\mybigspace This \mymarginpar{\textbf{report}} entry type is a +\textsf{biblatex} generalization of the traditional \textsc{Bib}\TeX\ +type \textsf{techreport}. Instructions for such entries are rather +thin on the ground in the \emph{Manual} (17.241), so I have followed +the generic advice about formatting it like a book, and hope that the +results conform to the specification. Its main peculiarities are the +\textsf{institution} field in place of a \textsf{publisher}, the +\textsf{type} field for identifying the kind of report in question, +and the \textsf{isrn} field containing the International Standard +Technical Report Number of a technical report. As in standard +\textsf{biblatex}, if you use a \textsf{techreport} entry, then the +\textsf{type} field automatically defaults to +\cmd{bibstring\{techreport\}}. As with \textsf{booklet} and +\textsf{manual}, you can also use a \textsf{book} entry, putting the +report type in \textsf{note} and the \textsf{institution} in +\textsf{publisher}. (See herwign:office.) + +\mybigspace The \mymarginpar{\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 +all difficulties. As its name suggests, this entry type was designed +for reviews published in periodicals, and if you've already read the +\textsf{article} instructions above --- if you haven't, I recommend +doing so now --- you'll know that \textsf{review} serves as well for +citing other sorts of material with generic titles, like letters to +the editor, obituaries, interviews, and the like. The primary rule is +that any piece that has only a generic title, like \enquote{review of + \ldots,} \enquote{interview with \ldots,} or \enquote{obituary of + \ldots,} calls for the \textsf{review} type. Any piece that also +has a specific title, e.g., \enquote{\enquote{Lost in + \textsc{Bib}\TeX,} an interview with \ldots,} requires an +\textsf{article} entry. (This assumes the text is found in a +periodical of some sort. Were it found in a book, then the +\textsf{incollection} type would serve your needs, and you could use +\textsf{title} and \textsf{titleaddon} there. While we're on the +topic of exceptions, the \emph{Manual} includes an example --- 17.207 +--- where the \enquote{Interview} part of the title is considered a +subtitle rather than a titleaddon, said part therefore being included +inside the quotation marks and capitalized accordingly. Not having +the journal in front of me I'm not sure what prompted that decision, +but \textsf{biblatex-chicago} would obviously have no difficulty +coping with such a situation.) + +\mylittlespace Once you've decided to use \textsf{review}, then you +need to determine which sort of periodical you are citing, the rules +for which are the same as for an \textsf{article} entry. If it is a +\enquote{magazine} or a \enquote{newspaper}, then you need an +\textsf{entrysubtype} \texttt{magazine}. The generic title goes in +\textsf{title} and the other fields work just as as they do in an +\textsf{article} entry with the same \textsf{entrysubtype}, including +the substitution of the \textsf{journaltitle} for the \textsf{author} +if the latter is missing. (See 17.185, 17.188--194, 17.199--203, +17.207; barcott:review, bundy:macneil, Clemens:letter, gourmet:052006, +kozinn:review, nyt:obittrevor, nyt:trevorobit, unsigned:ranke, +wallraff:word.) If, on the other hand, the piece comes from a +\enquote{journal,} then you don't need an \textsf{entrysubtype}. The +generic title goes in \textsf{title}, and the remaining fields work +just as they do in a plain \textsf{article} entry. (See 17.201; +ratliff:review.) + +\mylittlespace The onerous details are the same as I described them in +the \textbf{article} section above, but I'll repeat some of them +briefly here. If anything in the \textsf{title} needs formatting, you +need to provide those instructions yourself, as the default is +completely plain. In the short note form \colmarginpar{\textsf{New!}} +you no longer need to provide a formatted \textsf{shortauthor} field +for when a \textsf{journatitle} replaces an absent \textsf{author}, as +the package now 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. + +\mybigspace This \mymarginpar{\textbf{suppbook}} is the entry type to +use if the main focus of a reference is supplemental material in a +book or in a collection, e.g., an introduction, afterword, or forward, +either by the same or a different author. In previous releases of +\textsf{biblatex-chicago} these three just-mentioned types of +material, and only these three types, could be referenced using the +\textsf{introduction}, \textsf{afterword}, or \textsf{foreword} +fields, a system that required you simply to define one of them in any +way and leave the others undefined. The macros don't use the text +provided by such an entry, they merely check to see if one of them is +defined, in order to decide which sort of pre- or post-matter is at +stake, and to print the appropriate string before the \textsf{title} +in long notes, short notes, list of shorthands, and bibliography. I +have retained this mechanism both for backward compatibility and +because it works without modification across multiple languages, but +have also added functionality which allows you to cite any sort of +supplemental material whatever, using the \textsf{type} field. Under +this system, simply put the nature of the material, including the +relevant preposition, in that field, beginning with a lowercase letter +so \textsf{biblatex} can decide whether it needs capitalization +depending on the context. Examples might be \enquote{\texttt{preface + to}} or \enquote{\texttt{colophon of}.} (Please note, however, +that unless you use a \cmd{bibstring} command in the \textsf{type} +field, the resultant entry will not be portable across languages.) + +\mylittlespace The other rules for constructing your .bib entry remain +the same. The \textsf{author} field refers to the author of the +introduction or afterword, while \textsf{bookauthor} refers to the +author of the main text of the work, if the two differ. If the focus +of the reference is the main text of the book, but you want to mention +the name of the writer of an introduction or afterword for +bibliographical completeness, then the normal \textsf{biblatex} rules +apply, and you can just put their name in the appropriate field of a +\textsf{book} entry, that is, in the \textsf{foreword}, +\textsf{afterword}, or \textsf{introduction} field. (See +\emph{Manual} 17.74--75; polakow:afterw, prose:intro). + +\mybigspace This \mymarginpar{\textbf{suppcollection}} fulfills a +function analogous to \textsf{suppbook}. Indeed, I believe the +\textbf{suppbook} type can serve to present supplemental material in +both types of work, so this entry type is an alias to +\textsf{suppbook}, which see. + +\mybigspace This \mymarginpar{\textbf{suppperiodical}} type, new to +\textsf{biblatex} 0.8, is intended to allow reference to +generically-titled works in periodicals, such as regular columns or +letters to the editor. Previous releases of +\textsf{biblatex-chicago-notes} provided the \textsf{review} type for +this purpose, and now you can use either of these, as I've added +\textsf{suppperiodical} as an alias of \textsf{review}. Please see +above under \textbf{review} for the full instructions on how to +construct a .bib entry for such a reference. + +\mybigspace The \mymarginpar{\textbf{unpublished}} +\textsf{unpublished} entry type works largely as it does in standard +\textsf{biblatex}, though it's worth remembering that you should use a +lowercase letter at the start of your \textsf{note} field (or perhaps +an\ \cmd{autocap} command in the somewhat contradictory +\textsf{howpublished}, if you have one) for material that wouldn't +ordinarily be capitalized except at the beginning of a sentence +(nass:address). + +\subsection{Entry Fields} +\label{sec:entryfields} + +The following discussion presents, in alphabetical order, a complete +list of the entry fields you will need to use +\textsf{biblatex-chicago-notes}. As in section \ref{sec:entrytypes}, +I shall include references to the numbered paragraphs of the +\emph{Chicago Manual of Style}, and also to the entries in +\textsf{notes-test.bib}. Many fields are most easily understood with +reference to other, related fields. In such cases, cross references +should allow you to find the information you need. + +\mybigspace As \mymarginpar{\textbf{addendum}} in standard +\textsf{biblatex}, this field allows you to add miscellaneous +information to the end of an entry, after publication data but before +any \textsf{url} or \textsf{doi} field. In the \textsf{patent} entry +type (which see), it will be printed in close association with the +filing and issue dates. In any entry type, if your data begins with a +word that would ordinarily only be capitalized at the beginning of a +sentence, then simply ensure that that word is in lowercase, and the +style will take care of the rest. Cf.\ \textsf{note}. (See +\emph{Manual} 17.145, 17.123; davenport:attention, natrecoff:camera.) + +\mybigspace In most \mymarginpar{\textbf{afterword}} circumstances, +this field will function as it does in standard \textsf{biblatex}, +i.e., you should include here the author(s) of an afterword to a given +work. The \emph{Manual} suggests that, as a general rule, the +afterword would need to be of significant importance in its own right +to require mentioning in the reference apparatus, but this is clearly +a matter for the user's judgment. As in \textsf{biblatex}, if the +name given here exactly matches that of an editor and/or a translator, +then \textsf{biblatex-chicago-notes} will concatenate these fields in +the formatted references. + +%\vspace{\baselineskip} + +\mylittlespace As noted above, however, this field has a special +meaning in the \textsf{suppbook} entry type, used to make an +afterword, foreword, or introduction the main focus of a citation. If +it's an afterword at issue, simply define \textsf{afterword} any way +you please, leave \textsf{foreword} and \textsf{introduction} +undefined, and \textsf{biblatex-chicago-notes} will do the rest. Cf.\ +\textsf{foreword} and \textsf{introduction}. (See \emph{Manual} 17.46, +17.74; polakow:afterw.) + +\mybigspace At \mymarginpar{\textbf{annotation}} \label{sec:annote} +the request of Emil Salim, \textsf{biblatex-chicago-notes} has, as of +version 0.9, added a package option (see \texttt{annotation} below, +section \ref{sec:useropts}) to allow you to produce annotated +bibliographies. The formatting of such a bibliography is currently +fairly basic, though it conforms with the \emph{Manual's} minimal +guidelines (16.77). The default in \textsf{chicago-notes.cbx} is to +define \cmd{DeclareFieldFormat\{an\-notation\}} using +\cmd{par}\cmd{nobreak} \cmd{vskip} \cmd{bibitemsep}, though you can +alter it by re-declaring the format in your preamble. The +page-breaking algorithms don't always give perfect results here, but +the default formatting looks, to my eyes, fairly decent. In addition +to tweaking the field formatting you can also insert \cmd{par} (or +even \cmd{vadjust\{\cmd{eject}\}}) commands into the text of your +annotations to improve the appearance. Please consider the +\texttt{annotation} option a work in progress, but it is usable now. +(N.B.: The \textsc{Bib}\TeX\ field \textsf{annote} serves as an alias +for this.) + +\mybigspace I \mymarginpar{\textbf{annotator}} have implemented this +\textsf{biblatex} field pretty much as that package's standard styles +do, even though the \emph{Manual} doesn't actually mention it. It may +be useful for some purposes. Cf.\ \textsf{commentator}. + +%\enlargethispage{\baselineskip} + +\mybigspace For \mymarginpar{\textbf{author}} the most part, I have +implemented this field in a completely standard \textsc{Bib}\TeX\ +fashion. Remember that corporate or organizational authors need to +have an extra set of curly braces around them (e.g., +\texttt{\{\{Associated Press\}\}}\,) to prevent \textsc{Bib}\TeX\ from +treating one part of the name as a surname (17.47, 17.197; +assocpress:gun, chicago:manual). If there is no \textsf{author}, then +\textsf{biblatex-chicago-notes} will look, in sequence, for an +\textsf{editor}, \textsf{translator}, or \textsf{compiler} (actually +\textsf{namec}, currently) and use that name (or those names) instead, +followed by the appropriate identifying string (esp.\ 17.41, also +17.28--29, 17.88, 17.95, 17.172; boxer:china, brown:bremer, +harley:cartography, schellinger:novel, sechzer:women, silver:ga\-wain, +soltes:georgia). Please note that when a \textsf{namec} appears at +the head of an entry, you'll need to assist \textsf{biblatex}'s +sorting algorithms by providing a \textsf{sortkey} field to ensure +correct alphabetization in the bibliography. Also, a +\textsf{shortauthor} entry is necessary to provide a name at the head +of the short note form. + +\mylittlespace In the rare cases when this substitution mechanism +isn't appropriate, you have two options: either you can +(chaucer:liferecords) put all the information into a \textsf{note} +field rather than individual fields, or you can use the +\textsf{biblatex} options \texttt{useauthor=false}, +\texttt{useeditor=false}, \texttt{usetranslator=false}, and +\texttt{usecompiler=\\false} in the \textsf{options} field +(chaucer:alt). If you look at the chaucer:alt entry in +\textsf{notes-test.bib}, you'll notice a peculiarity of this system of +toggles. In order to ensure that the \textsf{title} of the book +appears at the head of the entry, you need to use \emph{all four} of +the toggles, even though the entry contains no \textsf{translator}. +Internally, \textsf{biblatex-chicago} is either searching for an +author-substitute, or it is skipping over elements of the ordered, +unidirectional chain \textsf{author -> editor -> translator -> + compiler -> title}. If you don't include +\texttt{usetranslator=false} in the \textsf{options} field, then the +package begins its search at \textsf{translator} and continues on to +\textsf{namec}, even though you have \texttt{usecompiler=false} in +\textsf{options}. The result will be that the compilers' names will +appear at the head of the entry. If you want to skip over parts of +the chain, you must turn off \emph{all} of the parts up to the one you +wish printed. + +\mylittlespace This system of toggles, then, can turn off +\textsf{biblatex-chicago-notes}'s mechanism for finding a name to +place at the head of an entry, but it also very usefully adds the +possibility of citing a work with an \textsf{author} by its editor, +compiler or translator instead (17.45; eliot:pound), something that +wasn't possible before. For full details of how this works, see the +\textsf{editortype} documentation below. (Of course, in +\textsf{collection} and \textsf{proceedings} entry types, an +\textsf{author} isn't expected, so there the \textsf{editor} is +required, as in standard \textsf{biblatex}. Also, in \textsf{article} +or \textsf{review} entries with \textsf{entrysubtype} +\texttt{magazine}, the absence of an \textsf{author} triggers the use +of the \textsf{journaltitle} in its stead. See those entry types for +further details.) + +\mylittlespace \textbf{NB}: The \emph{Manual} provides specific +instructions for formatting the names of both anonymous and +pseudonymous authors (17.32--39). In the former case, if no author is +known or guessed at, then it may simply be omitted +(virginia:plantation). The use of \enquote{Anonymous} as the name is +\enquote{generally to be avoided,} but may in some cases be useful +\enquote{in a bibliography in which several anonymous works need to be + grouped.} If, on the other hand, \enquote{the authorship is known + or guessed at but was omitted on the title page,} then you need to +use the \textsf{authortype} field to let +\textsf{biblatex-chicago-notes} know this fact. If the author is +known (horsley:prosodies), then put \texttt{anon} in the +\textsf{authortype} field, if guessed at (cook:sotweed) put +\texttt{anon?}\ there. (In both cases, +\textsf{biblatex-chicago-notes} tests for these \emph{exact} strings, +so check your typing if it doesn't work.) This will have the effect +of enclosing the name in square brackets, with or without the question +mark indicating doubt. As long as you have the right string in the +\textsf{authortype} field, \textsf{biblatex-chicago-notes} will also +do the right thing automatically in the short note form. + +\mylittlespace The \textsf{nameaddon} field furnishes the means to +cope with the case of pseudonymous authorship. If the author's real +name isn't known, simply put \texttt{pseud.} (or +\cmd{bibstring\{pseudonym\}}) in that field (centinel:letters). If +you wish to give a pseudonymous author's real name, simply include it +there, formatted as you wish it to appear, as the contents of this +field won't be manipulated as a name by \textsf{biblatex} +(lecarre:quest). If you have given the author's real name in the +\textsf{author} field, then the pseudonym goes in \textsf{nameaddon}, +in the form \texttt{Firstname Lastname, pseud.}\ (creasey:ashe:blast, +creasey:morton:hide, creasey:york:death). This latter method will +allow you to keep all references to one author's work under different +pseudonyms grouped together in the bibliography, as recommended by the +\emph{Manual}. + +%\enlargethispage{-\baselineskip} + +\mybigspace In \mymarginpar{\textbf{authortype}} +\textsf{biblatex-chicago}, this field serves a function very much in +keeping with the spirit of standard \textsf{biblatex}, if not with its +letter. Instead of allowing you to change the string used to identify +an author, the field allows you to indicate when an author is +anonymous, that is, when his or her name doesn't appear on the title +page of the work you are citing. As I've just detailed under +\textsf{author}, the \emph{Manual} generally discourages the use of +\enquote{Anonymous} as an author, preferring that you simply omit it. +If, however, the name of the author is known or guessed at, then +you're supposed to enclose that name within square brackets, which is +exactly what \textsf{biblatex-chicago} does for you when you put +either \texttt{anon} (author known) or \texttt{anon?} (author guessed +at) in the \textsf{authortype} field. (Putting the square brackets in +yourself doesn't work right, hence this mechanism.) The macros test +for these \emph{exact} strings, so check your typing if you don't see +the brackets. Assuming the strings are correct, +\textsf{biblatex-chicago-notes} will also automatically do the right +thing in the short note form. Cf.\ \textsf{author}. (See 17.33--34; +cook:sotweed, horsley:prosodies.) + +\mybigspace For \mymarginpar{\textbf{bookauthor}} the most part, as in +\textsf{biblatex}, a \textsf{bookauthor} is the author of a +\textsf{booktitle}, so that, for example, if one chapter in a book has +different authorship from the book as a whole, you can include that +fact in a reference (17.75; will:cohere). Keep in mind, however, that +the entry type for introductions, forewords and afterwords +(\textsf{suppbook}) uses \textsf{bookauthor} as the author of +\textsf{title} (polakow:afterw, prose:intro). + +\mybigspace This, \mymarginpar{\vspace{-12pt}\textbf{bookpagination}} +a standard \textsf{biblatex} field, allows you automatically to prefix +the appropriate string to information you provide in a \textsf{pages} +field. If you leave it blank, the default is to print no identifying +string (the equivalent of setting it to \texttt{none}), as this is the +practice the \emph{Manual} recommends for nearly all page numbers. +Even if the numbers you cite aren't pages, but it is otherwise clear +from the context what they represent, you can still leave this blank. +If, however, you specifically need to identify what sort of unit the +\textsf{pages} field represents, then you can either hand-format that +field yourself, or use one of the provided bibstrings in the +\textsf{bookpagination} field. These bibstrings currently are +\texttt{column,} \texttt{line,} \texttt{paragraph,} \texttt{page,} +\texttt{section,} and \texttt{verse}, all of which are used by +\textsf{biblatex's} standard styles. + +\mylittlespace There are two points that may need explaining here. +First, all the bibstrings I have just listed follow the Chicago +specification, which may be confusing if they don't produce the +strings you expect. Second, remember that \textsf{bookpagination} +applies only to the \textsf{pages} field --- if you need to format a +citation's \textsf{postnote} field, then you must use +\textsf{pagination}, which see (15.45--46, 17.128--138). + +\mybigspace The \mymarginpar{\textbf{booksubtitle}} subtitle for a +\textsf{booktitle}. See the next entry for further information. + +\mybigspace In \mymarginpar{\textbf{booktitle}} the +\textsf{bookinbook}, \textsf{inbook}, \textsf{incollection}, +\textsf{inproceedings}, and \textsf{letter} entry types, the +\textsf{booktitle} field holds the title of the larger volume in which +the \textsf{title} itself is contained as one part. It is important +not to confuse this with the \textsf{maintitle}, which holds the more +general title of multiple volumes, e.g., \emph{Collected Works}. It +is perfectly possible for one .bib file entry to contain all three +sorts of title (euripides:orestes, plato:republic:gr). You may also +find a \textsf{booktitle} in other sorts of entries (e.g., +\textsf{book} or \textsf{collection}), but there it will almost +invariably be providing information for the \textsc{Bib}\TeX\ +cross-referencing apparatus (prairie:state), which I discuss below +(\textbf{crossref}). + +\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 +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} + +\mybigspace This \mymarginpar{\textbf{chapter}} field holds the +chapter number, mainly useful only in an \textsf{inbook} or an +\textsf{incollection} entry where you wish to cite a specific chapter +of a book (ashbrook:brain). + +\mybigspace I \mymarginpar{\textbf{commentator}} have implemented this +\textsf{biblatex} field pretty much as that package's standard styles +do, even though the \emph{Manual} doesn't actually mention it. It may +be useful for some purposes. Cf.\ \textsf{annotator}. + +\mybigspace \textsf{Biblatex} \mymarginpar{\textbf{crossref}} uses the +standard \textsc{Bib}\TeX\ cross-referencing mechanism, and has also +introduced a modified one of its own (\textsf{xref}). The +\textsf{crossref} field works exactly the same as it always has, while +\textsf{xref} attempts to remedy some of the deficiencies of the usual +mechanism by ensuring that child entries will inherit no data at all +from their parents. Having said all that, a few further instructions +may be in order for users of both \textsf{biblatex} and +\textsf{biblatex-chicago}. First, remember that fields in a +\textsf{collection} entry, for example, differ from those in an +\textsf{incollection} entry. In order for the latter to inherit the +\textsf{booktitle} field from the former, the former needs to have +such a field defined, even though a \textsf{collection} entry has no +use itself for such an entry (see ellet:galena, keating:dearborn, +lippincott:chicago, and prairie:state). Note also that an entry with +a \textsf{crossref} field will mechanically try to inherit all +applicable fields from the entry it cross-references. In the case of +ellet:galena et al., you can see that this includes the +\textsf{subtitle} field found in prairie:state, which would then, +quite incorrectly, be added to the \textsf{title} of ellet:galena. In +cases like these, you could just make sure that prairie:state didn't +contain such a field, by placing the entire title + subtitle in the +\textsf{title} field, separated by a colon. You'd certainly need to +provide a \textsf{shorttitle} field for short footnotes, if you chose +this solution. Alternatively, as you can see in ellet:galena, you can +just define an empty \textsf{subtitle} field to prevent it inheriting +the unwanted subtitle from prairie:state. + +\mylittlespace Turning now more narrowly to +\textsf{biblatex-chicago-notes}, the \emph{Manual} (17.70) specifies +that if you cite several contributions to the same collection, all +(including the collection itself) may be listed separately in the +bibliography, which the package does automatically, using the default +inclusion threshold of 2 in the case both of \textsf{crossref}'ed and +\textsf{xref}'ed entries. (The familiar \cmd{nocite} command may also +help in some circumstances.) In footnotes the specification suggests +that, after a citation of any one contribution to the collection, all +subsequent contributions may, even in the first, long footnote, be +cited using a slightly shortened form, thus \enquote{avoiding + clutter.} In the bibliography the abbreviated form is appropriate +for all the child entries. The current version of +\textsf{biblatex-chicago-notes} implements these instructions, but +only if you use a \textsf{crossref} or an \textsf{xref} field, and +only in \textsf{incollection}, \textsf{inproceedings}, or +\textsf{letter} entries (on the last named, see just below). If you +look at ellet:galena, keating:dearborn, lippincott:chicago, and +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. + +\enlargethispage{\baselineskip} + +\mylittlespace A published collection of letters requires a somewhat +different treatment (17.78). If you cite more than one letter from +the same collection, then the \emph{Manual} specifies that only the +collection itself should appear in the bibliography. In footnotes, +you can use the \textsf{letter} entry type, documented above, for +each individual letter, while the collection as a whole may well +require a \textsf{book} entry. I have, after some consideration, +implemented the system of shortened references in \textsf{letter} +entries, even though the \emph{Manual} doesn't explicitly require it. +As with \textsf{incollection} and \textsf{inproceedings}, mere use of +a \textsf{crossref} or \textsf{xref} field will activate this +mechanism, while avoidance of said fields will disable it. (See +white:ross:memo, white:russ, and white:total, for examples of the +\textsf{xref} field in action in this way, and please note that the +second of these entries is entirely fictitious, provided merely for +the sake of example.) How then to keep the individual letters from +appearing in the bibliography? The simplest mechanism is one provided +by \textsf{biblatex}, which involves the \textsf{keywords} field. +Choose a keyword for any entry you wish excluded from the bibliography +--- I've chosen \texttt{original}, for reasons that will become +clearer later --- then in the optional argument to the +\cmd{printbibliography} command in your document include, e.g., +\texttt{notkeyword=original}. (Cf.\ \textbf{keywords} and +\textbf{userf}.) + +\mylittlespace If you look closely at the .bib entries for +white:ross:memo and white:russ, you'll see that, despite using +\textsf{xref} instead of \textsf{crossref}, the notes referring to +them inherit data from the parent (white:total). The citation +mechanism is making a separate call to the parent's .bib entry, +formatting the information there to fill out the bare data provided by +the child, but this only happens in \textsf{letter}, +\textsf{incollection}, and \textsf{inproceedings} entries. It is +perfectly possible that other sorts of entries may make use of +\textsf{crossref} or \textsf{xref} fields --- \textsf{inbook} and +\textsf{bookinbook} come to mind --- but such entries will not result in +the activation of shortened references in notes and bibliography, nor, +when using \textsf{xref}, in the inheritance I have just pointed out. +This is how I interpret the specification, though I'm open to +persuasion on this score. + +\mylittlespace I should also take this opportunity to mention that you +need to be careful when using the \textsf{shorthand} field in +conjunction with the \textsf{crossref} or \textsf{xref} fields, +bearing in mind the complicated questions of inheritance posed by all +such cross-references, most especially in \textsf{letter}, +\textsf{incollection}, and \textsf{inproceedings} entries. A +\textsf{shorthand} field in a parent entry is, at least in the current +state of \textsf{biblatex-chicago-notes}, a bad idea. + +\mybigspace This \colmarginpar{\textbf{date}} field may be used to +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}. + +\mylittlespace (Users of the Chicago author-date style who wish to +minimize the labor needed to convert a .bib database for the notes \&\ +bibliography style should be aware that, in this release, the latter +style includes compatibility code for the \texttt{cmsdate} (silently +ignored) and \texttt{switchdates} options, along with the mechanism +for reversing \textsf{date} and \textsf{origdate}. This means that +you can, in theory, leave all of this alone in your .bib file when +making the conversion, though I'm retaining the right to revoke this +if the code in question demonstrably interferes with the functioning +of the notes \&\ bibliography style.) + +\mybigspace This \mymarginpar{\textbf{day}} field, as of +\textsf{biblatex} 0.9, is obsolete, and will be ignored if you use it +in your .bib files. Use \textsf{date} instead. + +\mybigspace Standard \mymarginpar{\textbf{doi}} \textsf{biblatex} +field. The Digital Object Identifier of the work, which the +\emph{Manual} suggests you can use \enquote{in place of page numbers + or other locators} (17.181; friedman:learn\-ing). Cf.\ +\textsf{url}. + +\mybigspace Standard \mymarginpar{\textbf{edition}} \textsf{biblatex} +field. If you enter a plain cardinal number, \textsf{biblatex} will +convert it to an ordinal (chicago:manual), followed by the appropriate +string. Any other sort of edition information will be printed as is, +though if your data begins with a word (or abbreviation) that would +ordinarily only be capitalized at the beginning of a sentence, then +simply ensure that that word (or abbreviation) is in lowercase, and +\textsf{biblatex-chicago-notes} will automatically do the right thing +(babb:peru, times:guide). In most situations, the \emph{Manual} +generally recommends the use of abbreviations in both bibliography and +notes, but there is room for the user's discretion in specific +citations (emerson:nature). + +\mylittlespace In a previous release of +\textsf{biblatex-chicago-notes}, I introduced the \textsf{userd} field +to hold this non-numeric information, as \textsf{biblatex} only +accepted an integer in the \textsf{edition} field, but this changed in +version 0.8. The \textsf{userd} field is now obsolete, and will be +silently ignored. + +\mybigspace As \mymarginpar{\textbf{editor}} far as possible, I have +implemented this field as \textsf{biblatex}'s standard styles do, but +the requirements specified by the \emph{Manual} present certain +complications that need explaining. Lehman points out in his +documentation that the \textsf{editor} field will be associated with a +\textsf{title}, a \textsf{booktitle}, or a \textsf{maintitle}, +depending on the sort of entry. More specifically, +\textsf{biblatex-chicago} associates the \textsf{editor} with the most +comprehensive of those titles, that is, \textsf{maintitle} if there is +one, otherwise \textsf{booktitle}, otherwise \textsf{title}, if the +other two are lacking. In a large number of cases, this is exactly +the correct behavior (adorno:benj, centinel:letters, +plato:republic:gr, among others). Predictably, however, there are +numerous cases that require, for example, an additional editor for one +part of a collection or for one volume of a multi-volume work. For +these cases I have provided the \textsf{namea} field. You should +format names for this field as you would for \textsf{author} or +\textsf{editor}, and these names will always be associated with the +\textsf{title} (donne:var). + +\mylittlespace As you will see below, I have also provided a +\textsf{nameb} field, which holds the translator of a given +\textsf{title} (euripides:orestes). If \textsf{namea} and +\textsf{nameb} are the same, \textsf{biblatex-chicago} will +concatenate them, just as \textsf{biblatex} already does for +\textsf{editor}, \textsf{translator}, and \textsf{namec} (i.e., the +compiler). Furthermore, it is conceivable that a given entry will +need separate editors for each of the three sorts of title. For this, +and for various other tricky situations, there is the \cmd{partedit} +macro (and its siblings), designed to be used in a \textsf{note} field +or in one of the \textsf{titleaddon} fields (chaucer:liferecords). +(Because the strings identifying an editor differ in notes and +bibliography, one can't simply write them out in such a field, hence +the need for a macro, which I discuss further in the commands section +below [\ref{sec:formatcommands}].) Cf.\ \textsf{namea}, +\textsf{nameb}, \textsf{namec}, and \textsf{translator}. + +\mybigspace The \mymarginpar{\textbf{editora\\editorb\\editorc}} new +release of \textsf{biblatex} provides these fields as a means to +specify additional contributors to texts in a number of editorial +roles. I'm uncertain how relevant they may be to users of the Chicago +style, but I have implemented them just as the standard styles do. To +specify the role, use the new fields \textsf{editoratype}, +\textsf{editorbtype}, and \textsf{editorctype}, and see +\textsf{biblatex.pdf} §~2.3.6. + +%\enlargethispage{\baselineskip} + +\mybigspace Normally, \mymarginpar{\textbf{editortype}} with the +exception of the \textsf{article} and \textsf{review} types, +\textsf{biblatex-chicago-notes} will automatically find a name to put +at the head of an entry, starting with an \textsf{author}, and +proceeding in order through \textsf{editor}, \textsf{translator}, and +\textsf{namec} (the compiler). If all four are missing, then the +\textsf{title} will be placed at the head. (In \textsf{article} and +\textsf{review} entries with a \texttt{magazine} +\textsf{entrysubtype}, a missing author immediately prompts the use of +\textsf{journaltitle} at the head of an entry. See above under +\textsf{article} for details.) The \textsf{editortype} field, added +in \textsf{biblatex 0.7}, provides even greater flexibility, giving +you the ability to put a compiler at the head of an entry without +using \textsf{namec}, freeing you from the need to use a +\textsf{sortkey} and a \textsf{shortauthor}. You can do this even +though an author is named (eliot:pound shows this mechanism in action +for a standard editor, rather than a compiler). Two things are +necessary for this to happen. First, in the \textsf{options} field +you need to set \texttt{useauthor=false}, then you need to put the +name you wish to see at the head of your entry into the +\textsf{editor} or the \textsf{namea} field. If the \enquote{editor} +is in fact a compiler, then you need to put \texttt{compiler} into the +\textsf{editortype} field, and \textsf{biblatex} will print the +correct string after the name in both the bibliography and in the long +note form. + +\mylittlespace There are a few details of which you need to be aware. +Because \textsf{biblatex-chicago} has added the \textsf{namea} field, +which gives you the ability to identify the editor specifically of a +\textsf{title} as opposed to a \textsf{maintitle} or a +\textsf{booktitle}, the \textsf{editortype} mechanism checks first to +see whether a \textsf{namea} is defined. If it is, that name will be +used at the head of the entry, if it isn't it will go ahead and look +for an \textsf{editor}. When the \textsf{editor} field is used, +\textsf{biblatex}'s sorting algorithms will work properly, and also +its \textsf{labelname} mechanism, meaning that a shortened form of the +\textsf{editor} will be used in the short note form. If, however, the +\textsf{namea} field provides the name, then your .bib entry will need +to have a \textsf{sortkey} field to aid in alphabetizing, and it will +also need a \textsf{shorteditor} defined to help with the short note +form, not a \textsf{shortauthor}, ruled out because +\texttt{useauthor=false}. + +\mylittlespace In \textsf{biblatex} 0.9 Lehman has reworked the string +concatenation mechanism, for reasons he outlines in his RELEASE file, +and I have followed his lead. In short, if you define the +\textsf{editortype} field, then concatenation is turned off, even if +the name of the \textsf{editor} matches, for example, that of the +\textsf{translator}. In the absence of an \textsf{editortype}, the +usual mechanisms remain in place, that is, if the \textsf{editor} +exactly matches a \textsf{translator} and/or a \textsf{namec}, or +alternatively if \textsf{namea} exactly matches a \textsf{nameb} +and/or a \textsf{namec}, then \textsf{biblatex} will print the +appropriate strings. The \emph{Manual} specifically (17.41) +recommends not using these identifying strings in the short note form, +and \textsf{biblatex-chicago-notes} follows their recommendation. If +you nevertheless need to provide such a string, you'll have to do it +manually in the \textsf{shorteditor} field, or perhaps, in a different +sort of entry, in a \textsf{shortauthor} field. + +\mylittlespace It may also be worth noting that because of certain +requirements in the specification -- absence of an \textsf{author}, +for example -- the \texttt{useauthor} mechanism won't work properly in +the following entry types: \textsf{collection}, \textsf{letter}, +\textsf{patent}, \textsf{periodical}, \textsf{proceedings}, +\textsf{review}, \textsf{suppbook}, \textsf{suppcollection}, and +\textsf{suppperiodical}. + +\mybigspace These +\mymarginpar{\textbf{editoratype\\editorbtype\\editorctype}} fields +are new to \textsf{biblatex} 0.9, and identify the exact role of the +person named in the corresponding \textsf{editor[a-c]} field. Note +that they are not part of the string concatenation mechanism. I have +implemented them just as the standard styles do, though I am uncertain +of their usefulness for users of Chicago. Cf.\ \textsf{biblatex.pdf} +§~2.3.6. + +\mybigspace Standard \mymarginpar{\textbf{eid}} \textsf{biblatex} +field, providing a string or number some journals use uniquely to +identify a particular article. Only applicable to the +\textsf{article} entry type. Not typically required by the +\emph{Manual}. + +\mybigspace Standard \mymarginpar{\textbf{entrysubtype}} and very +powerful \textsf{biblatex} field, left undefined by the standard +styles. In \textsf{biblatex-chicago-notes} it has four very specific +uses, the first three of which I have designed in order to maintain, +as much as possible, backward compatibility with the standard styles. +First, in \textsf{article}, \textsf{periodical}, and \textsf{review} +entries, the field allows you to differentiate between scholarly +\enquote{journals,} on the one hand, and \enquote{magazines} and +\enquote{newspapers} on the other. Usage is fairly simple: you need +to put the exact string \texttt{magazine} into the +\textsf{entrysubtype} field if you are citing one of the latter two +types of source, whereas if your source is a \enquote{journal,} then +you need do nothing. + +\mylittlespace The second use involves references to works from +classical antiquity and, according to the \emph{Manual}, from the +Middle Ages, as well. When you cite such a work using the traditional +divisions into books, sections, lines, etc., divisions which are +presumed to be the same across all editions, then you need to put the +exact string \texttt{classical} into the \textsf{entrysubtype} field. +This has no effect in long notes or in the bibliography, but it does +affect the formatting of short notes, where it suppresses some of the +punctuation. Ordinarily, you will use this toggle in a \textsf{book} +or a \textsf{bookinbook} entry, but it is possible that a journal +might well also present an edition of such a work. Given the +tradition of using italics for the titles of such works, this may +require using a \textsf{titleaddon} field (with hand formatting) +instead of a \textsf{title}. If you wish to reference a classical or +medieval work by the page numbers of a particular, non-standard +edition, then you shouldn't use the \textsf{entrysubtype} toggle. +Also, and the specification is reasonably clear about this, works from +the Renaissance and later, even if cited by the traditional divisions, +have short notes formatted normally, and therefore don't need an +\textsf{entrysubtype} field. (See \emph{Manual} 17.250--262; +aristotle:metaphy:gr, plato:republic:gr; euripides:orestes is an +example of a translation cited by page number in a modern edition.) + +\mylittlespace The third use occurs in \textsf{misc} entries. If such +an entry contains no \textsf{entrysubtype} field, then the citation +will be treated just as the standard \textsf{biblatex} styles would, +including the use of italics for the \textsf{title}. Any string at +all in \textsf{entrysubtype} tells \textsf{biblatex-chicago-notes} to +treat the source as part of an unpublished archive. A \textsf{misc} +entry with \textsf{entrysubtype} defined is the least formatted of all +those specified by the \emph{Manual} --- see +section~\ref{sec:entrytypes} above under \textbf{misc} for all the +details on how these citations work. + +\mylittlespace Fourth, and finally, the field can be defined in the +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 As \mymarginpar{\textbf{foreword}} with the +\textsf{afterword} field above, \textsf{foreword} will in general +function as it does in standard \textsf{biblatex}. Like +\textsf{afterword} (and \textsf{introduction}), however, it has a +special meaning in a \textsf{suppbook} entry, where you simply need to +define it somehow (and leave \textsf{afterword} and +\textsf{introduction} undefined) to make a foreword the focus of a +citation. + +\mybigspace A \mymarginpar{\textbf{holder}} standard \textsf{biblatex} +field for identifying a \textsf{patent}'s holder(s), if they differ +from the \textsf{author}. The \emph{Manual} has nothing to say on the +subject, but \textsf{biblatex-chicago-notes} prints it (them), in +parentheses, just after the author(s). + +%\enlargethispage{\baselineskip} + +\mybigspace Standard \mymarginpar{\textbf{howpublished}} +\textsf{biblatex} field, mainly applicable in the \textsf{booklet} +entry type, where it replaces the \textsf{publisher}. I have also +retained it in the \textsf{misc} and \textsf{unpublished} entry types, +for historical reasons. + +\mybigspace Standard \mymarginpar{\textbf{institution}} +\textsf{biblatex} field. In the \textsf{thesis} entry type, it will +usually identify the university for which the thesis was written, +while in a \textsf{report} entry it may identify any sort of +institution issuing the report. + +\mybigspace As \mymarginpar{\textbf{introduction}} with the +\textsf{afterword} and \textsf{foreword} fields above, +\textsf{introduction} will in general function as it does in standard +\textsf{biblatex}. Like those fields, however, it has a special +meaning in a \textsf{suppbook} entry, where you simply need to define +it somehow (and leave \textsf{afterword} and \textsf{foreword} +undefined) to make an introduction the focus of a citation. + +\mybigspace Standard \mymarginpar{\textbf{isbn}} \textsf{biblatex} +field, for providing the International Standard Book Number of a +publication. Not typically required by the \emph{Manual}. + +\mybigspace Standard \mymarginpar{\textbf{isrn}} \textsf{biblatex} +field, for providing the International Standard Technical Report +Number of a report. Only relevant to the \textsf{report} entry type, +and not typically required by the \emph{Manual}. + +\mybigspace Standard \mymarginpar{\textbf{issn}} \textsf{biblatex} +field, for providing the International Standard Serial Number of a +periodical in an \textsf{article} or a \textsf{periodical} entry. Not +typically required by the \emph{Manual}. + +\mybigspace Standard \mymarginpar{\textbf{issue}} \textsf{biblatex} +field, designed for \textsf{article}, \textsf{periodical}, or +\textsf{review} entries identified by something like \enquote{Spring} +or \enquote{Summer} rather than by the usual \textsf{month} or +\textsf{number} fields (brown:bremer). + +\mybigspace The \mymarginpar{\textbf{issuesubtitle}} subtitle for an +\textsf{issuetitle} --- see next entry. + +\mybigspace Standard \mymarginpar{\textbf{issuetitle}} +\textsf{biblatex} field, intended to contain the title of a special +issue of any sort of periodical. If the reference is to one article +within the special issue, then this field should be used in an +\textsf{article} entry (conley:fifthgrade), whereas if you are citing +the entire issue as a whole, then it would go in a \textsf{periodical} +entry, instead (good:wholeissue). The \textsf{note} field is the +proper place to identify the type of issue, e.g.,\ \texttt{special + issue}, with the initial letter lower-cased to enable automatic +contextual capitalization. + +\mybigspace The \mymarginpar{\textbf{journalsubtitle}} subtitle for a +\textsf{journaltitle} --- see next entry. + +\mybigspace Standard \mymarginpar{\textbf{journaltitle}} +\textsf{biblatex} field, replacing the standard \textsc{Bib}\TeX\ +field \textsf{journal}, which, however, still works as an alias. It +contains the name of any sort of periodical publication, and is found +in the \textsf{article} and \textsf{review} entry types. In the case +where a piece in an \textsf{article} or \textsf{review} +(\textsf{entrysubtype} \texttt{magazine}) doesn't have an author, +\textsf{biblatex-chicago-notes} provides for this field to be used as +the author. See above (section~\ref{sec:entrytypes}) under +\textbf{article} for details. The lakeforester:pushcarts and +nyt:trevorobit entries in \textsf{notes-test.bib} will give you some +idea of how this works. + +\mybigspace This \mymarginpar{\textbf{keywords}} field is +\textsf{biblatex}'s extremely powerful and flexible technique for +filtering bibliography entries, allowing you to subdivide a +bibliography according to just about any criteria you care to invent. +See \textsf{biblatex.pdf} (3.10.4) for thorough documentation. In +\textsf{biblatex-chicago}, the field can provide a convenient means to +exclude certain entries from making their way into a bibliography. We +have already seen (\textbf{letter}, above) how the \emph{Manual} +(17.78) requires, in the case of published collections of letters, +that when more than one letter from the same collected is cited, the +bibliography should contain only a reference to the collection as a +whole (white:ross:memo, white:russ, white:total). Similarly, when +citing both an original text and its translation (see \textbf{userf}, +below), the \emph{Manual} (17.66) suggests including the original at +the end of the translation's bibliography entry, a procedure which +requires that the original not also be printed as a separate +bibliography entry (furet:passing:eng, furet:passing:fr, +aristotle:metaphy:trans, aristotle:metaphy:gr). Finally, citations of +well-known reference works (like the \emph{Encyclopaedia Britannica}, +for example), need only be presented in notes, and not in the +bibliography (17.238--239; ency:britannica, wikiped:bibtex; see +\textsf{inreference}, above). In all these cases, I have suggested the +inclusion of \texttt{original} in the \textsf{keywords} field, along +with a \texttt{notkeyword=original} in the optional argument to the +\cmd{printbibliography} command, though of course you can choose any +key you wish. + +%\enlargethispage{\baselineskip} + +\mybigspace A \mymarginpar{\textbf{language}} standard +\textsf{biblatex} field, designed to allow you to specify the +language(s) in which a work is written. As a general rule, the +Chicago style doesn't require you to provide this information, though +it may well be useful for clarifying the nature of certain works, such +as bilingual editions, for example. There is at least one situation, +however, when the \emph{Manual} does specify this data, and that is +when the title of a work is given in translation, even though no +translation of the work has been published, something that might +happen when a title is in a language deemed to be unparseable by a +majority of your expected readership (17.65--67, 17.166, 17.177; +pirumova, rozner:liberation). In such a case, you should provide the +language(s) involved using this field, connecting multiple languages +using the keyword \texttt{and}. (I have retained \textsf{biblatex's} +\cmd{bibstring} mechanism here, which means that you can use the +standard bibstrings or, if one doesn't exist for the language you +need, just give the name of the language, capitalized as it should +appear in your text. You can also mix these two modes inside one +entry without apparent harm.) + +\mylittlespace An alternative arrangement suggested by the +\emph{Manual} is to retain the original title of a piece but then to +provide its translation, as well. If you choose this option, you'll +need to make use of the \textbf{usere} field, on which see below. In +effect, you'll probably only ever need to use one of these two fields +in any given entry, and in fact \textsf{biblatex-chicago-notes} will +only print one of them if both are present, preferring \textsf{usere} +over \textsf{language} for this purpose (see kern and weresz). Note +also that both of these fields are universally associated with the +\textsf{title} of a work, rather than with a \textsf{booktitle} or a +\textsf{maintitle}. If you need to attach a language or a translation +to either of the latter two, you could probably manage it with special +formatting inside those fields themselves. + +\mybigspace I \mymarginpar{\textbf{lista}} intend this field +specifically for presenting citations from reference works that are +arranged alphabetically, where the name of the item rather than a page +or volume number should be given. The field is a \textsf{biblatex} +list, which means you should separate multiple items with the keyword +\texttt{and}. Each item receives its own set of quotation marks, and +the whole list will be prefixed by the appropriate string +(\enquote{s.v.,} \emph{sub verbo}, pl.\ \enquote{s.vv.}). +\textsf{Biblatex-chicago-notes} will only print such a field in a +\textsf{book} or an \textsf{inreference} entry, and you should look at +the documentation of these entry types for further details. (See +\emph{Manual} 17.238--239; ency:britannica, grove:sibelius, +times:guide, wikiped:bibtex.) + +\mybigspace This \colmarginpar{\textbf{location}} is +\textsf{biblatex}'s version of the usual \textsc{Bib}\TeX\ field +\textsf{address}, though the latter is accepted as an alias if that +simplifies the modification of older .bib files. According to the +\emph{Manual} (17.99), a citation usually need only provide the first +city listed on any title page, though a list of cities separated by +the keyword \enquote{\texttt{and}} will be formatted appropriately. +If the place of publication is unknown, you can use +\cmd{autocap\{n\}.p.}\ instead (17.102), though in many or even most +cases this isn't strictly necessary (17.32--34; virginia:plantation). +For all cities, you should use the common English version of the name, +if such exists (17.101). + +%\enlargethispage{\baselineskip} + +\mylittlespace Two more details need explanation here. In +\textsf{article}, \textsf{periodical}, and \textsf{review} entries, +there is usually no need for a \textsf{location} field, but +\enquote{if a journal might be confused with another with a similar + title, or if it might not be known to the users of a bibliography,} +then this field can present the place or institution where it is +published (17.174, 17.196; lakeforester:pushcarts, kimluu:diethyl, and +garrett). Less predictably, it is here that \emph{Manual} indicates +that a particular book is a reprint edition (17.123), so in such a +case you can use the \textsf{biblatex-chicago} macro \cmd{reprint}, +followed by a comma, space, and the location (aristotle:metaphy:gr, +schweitzer:bach). (You can also now, somewhat more simply, just put +the string \texttt{reprint} into the \textsf{pubstate} field to +achieve the same result. See the \textsf{pubstate} documentation +below.) The \textsf{origdate} field may be used to give the original +date of publication, and of course more complicated situations should +usually be amenable to inclusion in the \textsf{note} field +(emerson:nature). + +\mybigspace The \mymarginpar{\textbf{mainsubtitle}} subtitle for a +\textsf{maintitle} --- see next entry. + +\mybigspace The \mymarginpar{\textbf{maintitle}} main title for a +multi-volume work, e.g., \enquote{Opera} or \enquote{Collected Works.} +(See donne:var, euripides:orestes, harley:cartography, lach:asia, +pelikan:chris\-tian, and plato:republic:gr.) + +\mybigspace An \mymarginpar{\textbf{maintitleaddon}} annex to the +\textsf{maintitle}, for which see previous entry. Such an annex would +be printed in the main text font. If your data begins with a word +that would 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. + +\mybigspace Standard \mymarginpar{\textbf{month}} \textsf{biblatex} +field, containing the month of publication. This should be an +integer, i.e., \texttt{month=\{3\}} not \texttt{month=\{March\}}. See +\textsf{date} for more information. + +\mybigspace This \mymarginpar{\textbf{namea}} is one of the fields +\textsf{biblatex} provides for style writers to use, but which it +leaves undefined itself. In \textsf{biblatex-chicago} it contains the +name(s) of the editor(s) of a \textsf{title}, if the entry has a +\textsf{booktitle} or \textsf{maintitle}, or both, in which situation +the \textsf{editor} would be associated with one of these latter +fields (donne:var). You should present names in this field exactly as +you would those in an \textsf{author} or \textsf{editor} field, and +the package will concatenate this field with \textsf{nameb} if they +are identical. See under \textbf{editor} above for the full details. +Cf.\ also \textsf{nameb}, \textsf{namec}, \textsf{translator}, and the +macros \cmd{partedit}, \cmd{parttrans}, \cmd{parteditandtrans}, +\cmd{partcomp}, \cmd{parteditandcomp}, \cmd{parttransandcomp}, and +\cmd{partedittransand\-comp}, for which see +section~\ref{sec:formatcommands}. + +\mybigspace This \mymarginpar{\textbf{nameaddon}} field is provided by +\textsf{biblatex}, though not used by the standard styles. In +\textsf{biblatex-chicago}, it allows you to specify that an author's +name is a pseudo\-nym, or to provide either the real name or the +pseudonym itself, if the other is being provided in the +\textsf{author} field. The abbreviation +\enquote{\texttt{pseud.}\hspace{-2pt}}\ (always lowercase in English) +is specified, either on its own or after the pseudonym +(centinel:letters, creasey:ashe:blast, creasey:morton:hide, +creasey:york:death, and le\-carre:quest); \cmd{bibstring\{pseudonym\}} +does the work for you. See under \textbf{author} above for the full +details. + +\mybigspace Like \mymarginpar{\textbf{nameb}} \textsf{namea}, above, +this is a field left undefined by the standard \textsf{biblatex} +styles. In \textsf{biblatex-chicago}, it contains the name(s) of the +translator(s) of a \textsf{title}, if the entry has a +\textsf{booktitle} or \textsf{maintitle}, or both, in which situation +the \textsf{translator} would be associated with one of these latter +fields (euripides:orestes). You should present names in this field +exactly as you would those in an \textsf{author} or +\textsf{translator} field, and the package will concatenate this field +with \textsf{namea} if they are identical. See under the +\textbf{translator} field below for the full details. Cf.\ also +\textsf{namea}, \textsf{namec}, \textsf{origlanguage}, +\textsf{translator}, \textsf{userf} and the macros \cmd{partedit}, +\cmd{parttrans}, \cmd{parteditandtrans}, \cmd{partcomp}, +\cmd{parteditandcomp}, \cmd{parttransandcomp}, and +\cmd{partedittransandcomp} in section~\ref{sec:formatcommands}. + +\mybigspace The \colmarginpar{\textbf{namec}} \emph{Manual} (17.41) +specifies that works without an author may be listed under an editor, +translator, or compiler, assuming that one is available, and it also +specifies the strings to be used with the name(s) of compiler(s). All +this suggests that the \emph{Manual} considers this to be standard +information that should be made available in a bibliographic +reference, so I have added that possibility to the many that +\textsf{biblatex} already provides, such as the \textsf{editor}, +\textsf{translator}, \textsf{commentator}, \textsf{annotator}, and +\textsf{redactor}, along with writers of an \textsf{introduction}, +\textsf{foreword}, or \textsf{afterword}. Since \textsf{biblatex.bst} +doesn't offer a \textsf{compiler} field, I have adopted for this +purpose the otherwise unused field \textsf{namec}. It is important to +understand that, despite the analogous name, this field does not +function like \textsf{namea} or \textsf{nameb}, but rather like +\textsf{editor} or \textsf{translator}, and therefore if used will be +associated with whichever title field these latter two would be were +they present in the same entry. Identical fields among these three +will be concatenated by the package, and concatenated too with the +(usually) unnecessary commentator, annotator and the rest. Also +please note that I've arranged the concatenation algorithms to include +\textsf{namec} in the same test as \textsf{namea} and \textsf{nameb}, +so in this particular circumstance you can, if needed, make +\textsf{namec} analogous to these two latter, \textsf{title}-only +fields. (See above under \textbf{editortype} for details of how you +may, in certain circumstances, use that field to identify a compiler. +This method will be particularly useful if you don't need to +concatenate the \textsf{namec} with any other role, because if you use +the \textsf{editor} field \textsf{biblatex} will automatically attend +to alphabetization and name-replacement in the bibliography, and will +also provide a name for short notes.) + +\mylittlespace It might conceivably be necessary at some point to +identify the compiler(s) of a \textsf{title} separate from the +compiler(s) of a \textsf{booktitle} or \textsf{maintitle}, but for the +moment I've run out of available \textsf{name} fields, so you'll have +to fall back on the \cmd{partcomp} macro or the related +\cmd{parteditandcomp}, \cmd{parttransandcomp}, and +\cmd{partedittransandcomp}, on which see Commands +(section~\ref{sec:formatcommands}) below. (Future releases may be +able to remedy this.) It may be as well to mention here too that of +the three names that can be substituted for the missing +\textsf{author} at the head of an entry, +\textsf{biblatex-chicago-notes} will choose an \textsf{editor} if +present, then a \textsf{translator} if present, falling back to +\textsf{namec} only in the absence of the other two, and assuming that +the fields aren't identical, and therefore to be concatenated. In a +change from the previous behavior, these algorithms also now test for +\textsf{namea} or \textsf{nameb}, which will be used instead of +\textsf{editor} and \textsf{translator}, respectively, giving the +package the greatest likelihood of finding a name to place at the head +of an entry. Please remember, however, that if this name is supplied +by any of the non-standard fields \textsf{name[a-c]}, then you will +need to provide a \textsf{sortkey} to assist with alphabetization in +the bibliography, and also a \textsf{shortauthor} for the short note +form. + +\mybigspace As \mymarginpar{\textbf{note}} in standard +\textsf{biblatex}, this field allows you to provide bibliographic data +that doesn't easily fit into any other field. In this sense, it's +very like \textsf{addendum}, but the information provided here will be +printed just before the publication data. (See chaucer:alt, +chaucer:liferecords, cook:sotweed, emerson:nature, and rodman:walk for +examples of this usage in action.) It also has a specialized use in +all the periodical types (\textsf{article}, \textsf{periodical}, and +\textsf{review}), where it holds supplemental information about a +\textsf{journaltitle}, such as \enquote{special issue} +(conley:fifthgrade, good:wholeissue). In all uses, if your data +begins with a word that would 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. Cf.\ \textsf{addendum}. + +\mybigspace This \colmarginpar{\textbf{number}} is a standard +\textsf{biblatex} field, containing the number of a +\textsf{journaltitle} in an \textsf{article} or \textsf{review} entry, +the number of a \textsf{title} in a \textsf{periodical} entry, or the +volume/number of a book in a \textsf{series}. Generally, in an +\textsf{article}, \textsf{periodical}, or \textsf{review} entry, this +will be a plain cardinal number, but in such entries +\textsf{biblatex-chicago} now does the right thing if you have a list +or range of numbers (unsigned:ranke). In any \textsf{book}-like entry +the field may well contain considerably more information, including +even a reference to \enquote{2nd ser.,} for example, while the +\textsf{series} field in such an entry will contain the name of the +series, rather than a number. This field is also the place for the +patent number in a \textsf{patent} entry. Cf.\ \textsf{issue} and +\textsf{series}. (See \emph{Manual} 17.90--95 and boxer:china, +palmatary:pottery, wauchope:ceramics; 17.163 and beattie:crime, +conley:fifthgrade, friedman:learning, garrett, gibbard, hlatky:hrt, +mcmillen:antebellum, rozner:liberation, warr:ellison.) + +\mylittlespace \textbf{NB}: This may be an opportune place to point +out that the \emph{Manual} (17.129) prefers arabic to roman numerals +in most circumstances (chapters, volumes, series numbers, etc.), even +when such numbers might be roman in the work cited. The obvious +exception is page numbers, in which roman numerals indicate that the +citation came from the front matter, and should therefore be retained. +Another possible exception is in references to works \enquote{with + many and complex divisions,} in which \enquote{a mixture of roman + and arabic} may be \enquote{easier to disentangle.} + +\mybigspace A \mymarginpar{\textbf{options}} standard +\textsf{biblatex} field, for setting certain options on a per-entry +basis rather than globally. Information about some of the more common +options may be found above under \textsf{author} and below in +section~\ref{sec:options}. See chaucer:alt, eliot:pound, +herwign:office, lecarre:quest, and mla:style for examples of the field +in use. + +\mybigspace A \mymarginpar{\textbf{organization}} standard +\textsf{biblatex} field, retained mainly for use in the \textsf{misc}, +\textsf{online}, and \textsf{manual} entry types, where it may be of +use to specify a publishing body that might not easily fit in other +categories. In \textsf{biblatex}, it is also used to identify the +organization sponsoring a conference in a \textsf{proceedings} or +\textsf{inproceedings} entry, and I have retained this as a +possibility, though the \emph{Manual} is silent on the matter. + +\mybigspace This \colmarginpar{\textbf{origdate}} is a new +\textsf{biblatex} field, replacing the obsolete \textsf{origyear}, and +allowing more than one full specification for those references which +need to provide more than one date. As with the analogous +\textsf{date} field, you provide the date (or range of dates) in +\textsc{iso}8601 format, i.e., \texttt{yyyy-mm-dd}. In most entry +types, you would use \textsf{origdate} to provide the date of first +publication of a work, most usually needed only in the case of reprint +editions, but also recommended by the \emph{Manual} for electronic +editions of older works (17.123, 17.146--7; aristotle:metaphy:gr, +emerson:nature, james:ambassadors, schweitzer:bach). In the +\textsf{letter} and \textsf{misc} (with \textsf{entrysubtype}) entry +types, the \textsf{origdate} identifies when a letter (or similar) was +written. In such \textsf{misc} entries, some +\enquote{non-letter-like} materials (like interviews) need the +\textsf{date} field for this purpose, while in \textsf{letter} entries +the \textsf{date} applies to the publication of the whole collection. +If such a published collection were itself a reprint, improvisation in +the \textsf{location} field might be able to rescue the situation. +(See jackson:paulina:letter, white:ross:memo, white:russ, and +white:total for how \textsf{letter} entries usually work; creel:house +shows the field in action in a \textsf{misc} entry, while +spock:interview uses \textsf{date}.) + +\mylittlespace Because the \textsf{origdate} field only accepts +numbers, some improvisation may be needed if you wish to include +\enquote{n.d.}\ (\cmd{bibstring\{nodate\}}) in an entry. In +\textsf{letter} and \textsf{misc}, this information can be placed in +\textsf{titleaddon}, but in other entry types you may need to use the +\textsf{location} field. + +\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 +\textsf{origtitle} and \textsf{origlocation} fields aren't used, while +the \textsf{language} and \textsf{origdate} fields have been +press-ganged for other duties. The \textsf{origlanguage} field, for +its part, retains a dual role in presenting translations in a +bibliography. The details of the \emph{Manual}'s suggested treatment +when both a translation and an original are cited may be found below +under \textbf{userf}. Here, however, I simply note that the +introductory string used to connect the translation's citation with +the original's is \enquote{Originally published as,} which I suggest +may well be inaccurate in a great many cases, as for instance when +citing a work from classical antiquity, which will most certainly not +\enquote{originally} have been published in the Loeb Classical +Library. Although not, strictly speaking, authorized by the +\emph{Manual}, I have provided another way to introduce the original +text, using the \textsf{origlanguage} field, which must be provided +\emph{in the entry for the translation, not the original text} +(aristotle:metaphy:trans). If you put one of the standard +\textsf{biblatex} bibstrings there (enumerated below), then the entry +will work properly across multiple languages. Otherwise, just put the +name of the language there, localized as necessary, and +\textsf{biblatex-chicago} will eschew \enquote{Originally published + as} in favor of, e.g., \enquote{Greek edition:} or \enquote{French + edition:}. This has no effect in notes, where only the work cited +--- original or translation --- will be printed, but it may help to +make the \emph{Manual}'s suggestions for the bibliography more +palatable. + +\mylittlespace That was the first usage, in keeping at least with the +spirit of the \emph{Manual}. I have also, perhaps less in keeping +with that specification, retained some of \textsf{biblatex}'s +functionality for this field. If an entry doesn't have a +\textsf{userf} field, and therefore won't be combining a text and its +translation in the bibliography, you can also use +\textsf{origlanguage} as Lehman intended it, so that instead of +saying, e.g., \enquote{translated by X,} the entry will read +\enquote{translated from the German by X.} The \emph{Manual} doesn't +mention this, but it may conceivably help avoid certain ambiguities in +some citations. As in \textsf{biblatex}, if you wish to use this +functionality, you have to provide \emph{not} the name of the +language, but rather a bibliography string, which may, at the time of +writing, be one of \texttt{american}, \texttt{brazilian}, +\texttt{danish}, \texttt{dutch}, \texttt{english}, \texttt{french}, +\texttt{german}, \texttt{greek}, \texttt{italian}, \texttt{latin}, +\texttt{norwegian}, \texttt{portuguese}, \texttt{spanish}, or +\texttt{swedish}, to which I've added \texttt{russian}. + +%\enlargethispage{\baselineskip} + +\mybigspace NB: \mymarginpar{\textbf{origlocation}} This field is now +obsolete, and has, as announced previously, been replaced by +\textsf{lista}, which see. Please update your .bib files accordingly. + +\mybigspace This \mymarginpar{\textbf{origyear}} field is, as of +\textsf{biblatex} 0.9, obsolete. It is ignored if it appears in a +.bib file. + +\mybigspace This \mymarginpar{\textbf{pages}} is the standard +\textsf{biblatex} field for providing page references. In many +\textsf{article} and \textsf{review} entries you'll find this contains +something other than a page number, e.g. a section name or edition +specification (17.188, 17.191, 17.202; kozinn:review, nyt:obittrevor, +nyt:trevorobit). Of course, the same may be true of almost any sort +of entry, though perhaps with less frequency. Curious readers may +wish to look at brown:bremer (17.172) for an example of a +\textsf{pages} field used to facilitate reference to a two-part +journal article. Cf.\ \textsf{number} for more information on the +\emph{Manual}'s preferences regarding the formatting of numerals; +\textsf{bookpagination} and \textsf{pagination} provide details about +\textsf{biblatex's} mechanisms for specifying what sort of division a +given \textsf{pages} field contains; and \textsf{usera} discusses a +different way to present the section information pertaining to a +newspaper article. + +\mybigspace This, \mymarginpar{\textbf{pagination}} a standard +\textsf{biblatex} field, allows you automatically to prefix the +appropriate identifying string to information you provide in the +\textsf{postnote} field of a citation command, whereas +\textsf{bookpagination} allows you to prefix a string to the +\textsf{pages} field. Please see \textbf{bookpagination} above for +all the details on this functionality, as aside from the difference +just mentioned the two fields are equivalent. + +\mybigspace Standard \mymarginpar{\textbf{part}} \textsf{biblatex} +field, which identifies physical parts of a single logical volume in +\textsf{book}-like entries, not in periodicals. It has the same +purpose in \textsf{biblatex-chicago-notes}, but because the +\emph{Manual} (17.88) calls such a thing a \enquote{book} and not a +\enquote{part,} the string printed in notes and bibliography will, at +least in English, be \enquote{\texttt{bk.}\hspace{-2pt}}\ instead of +the plain dot between volume number and part number +(harley:cartography, lach:asia). This field should only be used in +association with a \textsf{volume} number, so if you need to identify +\enquote{parts} or \enquote{books} that are part of a published +\textsf{series}, for example, then you'll need to use a different +field, (which in this case would be \textsf{number} +[palmatary:pottery]). Cf.\ \textsf{volume}. + +\mybigspace Standard \mymarginpar{\textbf{publisher}} +\textsf{biblatex} field. Remember that \enquote{\texttt{and}} is a +keyword for connecting multiple publishers, so if a publisher's name +contains \enquote{and,} then you should either use the ampersand (\&) +or enclose the whole name in additional braces. (See \emph{Manual} +17.103--114; aristotle:metaphy:gr, cohen:schiff, creasey:ashe:blast, +dunn:revolutions.) + +\mylittlespace There are, as one might expect, a couple of further +subtleties involved here. Ordinarily, two publishers will be +separated by a forward slash in both notes and bibliography, but if a +company issues \enquote{certain books through a special publishing + division or under a special imprint,} then the two names will be +separated by a comma, which you will need to provide in the +\textsf{publisher} field. The \emph{Manual}'s example (17.112) is +\enquote{\texttt{Ohio University Press, Swallow Press},} which would +cause \textsf{biblatex-chicago-notes} no problems. If a book has two +co-publishers, \enquote{usually in different countries,} (17.113) then +the simplest thing to do is to choose one, probably the nearest one +geographically. If you feel it necessary to include both, then +levistrauss:savage demonstrates one way of doing so, using a +combination of the \textsf{publisher} and \textsf{location} fields. +Finally, if the publisher is unknown, then the \emph{Manual} +recommends (17.109) simply using the place (if known) and the date. +If for some reason you need to indicate the absence of a publisher, +the abbreviation given by the \emph{Manual} is \texttt{n.p.}, though +this can also stand for \enquote{no place.} Some style guides +apparently suggest using \texttt{s.n.}\,(= \emph{sine nomine}) to +specify the lack of a publisher, but the \emph{Manual} doesn't mention +this. + +\mybigspace Due \colmarginpar{\textbf{pubstate}} to specific +requirements in the author-date style, I have implemented this field +there as a way of providing accurate citations of reprinted books. As +the functionality seemed useful, I have also, with this release, +included some of it in \textsf{biblatex-chicago-notes}. In previous +releases you could identify a reprint by placing +\cmd{bibstring\{reprint\}} in the \textsf{location} field, followed by +a comma, and the style would print the appropriate string in notes and +bibliography. Now, if it is more convenient, easier to remember, or +if you want to reuse your .bib database for the author-date style, you +can simply put the string \texttt{reprint} into the \textsf{pubstate} +field, and the package will take care of everything for you. Both of +these methods will now work just fine, but please choose only one per +entry, otherwise the string will be printed twice. Currently, if you +put anything else in the \textsf{pubstate} field, it will silently be +ignored, but this may change in future releases. + +\mybigspace I \mymarginpar{\textbf{redactor}} have implemented this +field just as \textsf{biblatex}'s standard styles do, even though the +\emph{Manual} doesn't actually mention it. It may be useful for some +purposes. Cf.\ \textsf{annotator} and \textsf{commentator}. + +\mybigspace \textbf{NB:} \mymarginpar{\textbf{reprinttitle}} +\textbf{Please note that this feature is in an alpha state, and that + I'm contemplating using a different field in the future for this + functionality. I include it here in the hope that it might receive + some testing in the meantime.} At the request of Will Small, I have +included a means of providing the original publication details of an +essay or a chapter that you are citing from a subsequent reprint, +e.g., a \emph{Collected Essays} volume. In such a case, at least +according to the \emph{Manual} (17.73), such details needn't be +provided in notes, only in the bibliography, and then only if these +details are \enquote{of particular interest.} The data would follow +an introductory phrase like \enquote{originally published as,} making +the problem strictly parallel to that of including details of a work +in the original language alongside the details of its translation. I +have addressed the latter problem with the \textsf{userf} field, which +provides a sort of cross-referencing method for this purpose, and +\textsf{reprinttitle} works in \emph{exactly} the same way. In the +.bib entry for the reprint you include a cross-reference to the cite +key of the original location using the \textsf{reprinttitle} field +(which it may help mnemonically to think of as a \enquote{reprinted + title} field). The main difference between the two forms is that +\textsf{userf} prints all but the \textsf{author} of the original +work, whereas \textsf{reprinttitle} suppresses both the +\textsf{author} and the \textsf{title} of the original, giving only +the more general details, beginning with, e.g., the +\textsf{journaltitle} or \textsf{booktitle} and continuing from there. +The string prefacing this information will be \enquote{Originally + published in.} Please see the documentation on \textsf{userf} below +for all the details on how to create .bib entries for presenting your +data. + +\mybigspace A \mymarginpar{\textbf{series}} standard \textsf{biblatex} +field, usually just a number in an \textsf{article}, +\textsf{periodical}, or \textsf{review} entry, almost always the name +of a publication series in \textsf{book}-like entries. If you need to +attach further information to the \textsf{series} name in a +\textsf{book}-like entry, then the \textsf{number} field is the place +for it, whether it be a volume, a number, or even something like +\enquote{2nd ser.} or \enquote{\cmd{bibstring\{oldseries\}}.} Of +course, you can also use \cmd{bibstring\{oldseries\}} or +\cmd{bibstring\{newseries\}} in an \textsf{article} entry, but there +you would place it in the \textsf{series} field itself. (In fact, the +\textsf{series} field in \textsf{article}, \textsf{periodical}, and +\textsf{review} entries is one of the places where \textsf{biblatex} +allows you just to use the plain bibstring \texttt{oldseries}, for +example, rather than making you type \cmd{bibstring\{oldseries\}}. +The \textsf{type} field in \textsf{manual}, \textsf{patent}, +\textsf{report}, and \textsf{thesis} entries also has this +auto-detection mechanism in place; see the discussion of +\cmd{bibstring} below for details.) In whatever entry type, these +bibstrings produce the required abbreviation, which thankfully is the +same in both notes and bibliography. (For books and similar entries, +see \emph{Manual} 17.90--95; boxer:china, browning:aurora, +palmatary:pottery, plato:republic:gr, wauchope:ceramics; for +periodicals, see 17.178; garaud:gatine, sewall:letter.) Cf.\ +\textsf{number} for more information on the \emph{Manual}'s +preferences regarding the formatting of numerals. + +\mybigspace This \colmarginpar{\textbf{shortauthor}} is a standard +\textsf{biblatex} field, but \textsf{biblatex-chicago-notes} makes +considerably grea\-ter use of it than the standard styles. For the +purposes of the Chicago style, the field provides the name to be used +in the short form of a footnote. In the vast majority of cases, you +don't need to specify it, because the \textsf{biblatex} system selects +the author's last name from the \textsf{author} field and uses it in +such a reference, but in a few cases this default behavior won't work. +In books without an author and listed under an editor, +\textsf{biblatex} does the right thing and uses the surname of the +editor in a short note (zukowsky:chicago), but if the work is listed +under a compiler (or any of the non-standard names +\textsf{name[a-c]}), you need to provide that person's name in +\textsf{shortauthor}, and also remember to provide a \textsf{sortkey} +to make sure the work will be alphabetized correctly in the +bibliography. (The current version of \textsf{biblatex} will now +automatically alphabetize by \textsf{translator} if that is the name +given at the head of an entry.) You no longer, however, need to +provide one in an author-less \textsf{article} or \textsf{review} +entry (\textsf{entrysubtype} \texttt{magazine}), where you allow +\textsf{biblatex-chicago-notes} to use the \textsf{journaltitle} as +the author, nor in author-less \textsf{manual} entries, where the +\textsf{organization} will be so used. The style now automatically +provides the same substitution in the short note form, though you'll +still need to help the alphabetization routines by providing a +\textsf{sortkey} field in such cases (dyna:browser, gourmet:052006, +lakeforester:pushcarts, nyt:trevorobit). + +\mylittlespace As mentioned under \textsf{editortype}, the +\emph{Manual} (17.41) recommends against providing the identifying +string (e.g., ed.\ or trans.)\ in the short note form, and +\textsf{biblatex-chicago-notes} follows their recommendation. If you +need to provide these strings in such a citation, then you'll have to +do so by hand in the \textsf{shortauthor} field, or in the +\textsf{shorteditor} field, whichever you are using. + +\mybigspace Like \mymarginpar{\textbf{shorteditor}} +\textsf{shortauthor}, a field to provide a name for a short footnote, +in this case for, e.g., a \textsf{collection} entry that typically +lacks an author. The \textsf{shortauthor} field works just as well in +most situations, but if you have set \texttt{useauthor=false} (and not +\texttt{useeditor=false}) in an entry's \textsf{options} field, then +only \textsf{shorteditor} will be recognized. Cf.\ +\textsf{editortype}, above. + +\mybigspace This \mymarginpar{\textbf{shorthand}} is +\textsf{biblatex}'s mechanism for using abbreviations in place of the +usual short note form, and I've left it effectively unmodified in +\textsf{biblatex-chicago-notes}, apart from a few formatting tweaks. +Any entry which contains such a field will produce a normal first +note, either long or short according to your package options, +informing the reader that the work will hereafter be cited by this +abbreviation. As in \textsf{biblatex}, the \cmd{printshorthands} +command will produce a formatted list of abbreviations for reference +purposes, a list which the \emph{Manual} suggests should be placed +either in the front matter (when using footnotes) or before the +endnotes, in case these are used. (See 16.39--40, and also +\textsf{biblatex.pdf} for more information.) + +\mylittlespace As I mentioned above under \textbf{crossref}, extra +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 A \mymarginpar{\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 +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). + +%\enlargethispage{\baselineskip} + +\mybigspace A \mymarginpar{\textbf{sortkey}} standard +\textsf{biblatex} field, designed to allow you to specify how you want +an entry alphabetized in a bibliography. In general, if an entry +doesn't turn up where you expect or want it, this field should provide +the solution. More particularly, entries without an \textsf{author} +or an \textsf{editor}, or with a corporate author beginning with the +definite or indefinite article, will usually require your assistance +in this way (chaucer:alt, cotton:manufacture, gourmet:052006, +lakeforester:pushcarts, nyt:obittrevor, nyt:trevorobit, silver:gawain, +unsigned:ranke, virginia:plantation). Lehman also provides +\textbf{sortname}, \textbf{sorttitle}, and \textbf{sortyear} for more +fine-grained control. Please consult \textsf{biblatex.pdf} for the +details. + +\mybigspace The \mymarginpar{\textbf{subtitle}} subtitle for a +\textsf{title} --- see next entry. + +\mybigspace In \mymarginpar{\textbf{title}} the vast majority of +cases, this field works just as it always has in \textsc{Bib}\TeX, and +just as it does in \textsf{biblatex}. Nearly every entry will have +one, the most likely exceptions being \textsf{incollection} or +\textsf{online} entries with a merely generic title, instead of a +specific one (centinel:letters, powell:email). The main source of +difficulties flows from the \emph{Manual}'s rules for formatting +\textsf{titles}, rules which also hold for \textsf{booktitles} and +\textsf{maintitles}. The whole point of using a +\textsc{Bib}\TeX-based system is for it to do the formatting for you, +and in most cases \textsf{biblatex-chicago-notes} does just that, +surrounding titles with quotation marks, italicizing them, or +occasionally just leaving them alone. When, however, a title is +quoted within a title, then you need to know some of the rules. A +summary here should serve to clarify them, and help you to understand +when \textsf{biblatex-chicago-notes} might need your help in order to +comply with them. + +\mylittlespace The internal rules of \textsf{biblatex-chicago-notes} +are as follows: + +\begin{description} +\item[\qquad Italics:] \textsf{booktitle}, \textsf{maintitle}, and + \textsf{journaltitle} in all entry types; \textsf{title} of + \textsf{artwork}, \textsf{book}, \textsf{bookinbook}, + \textsf{booklet}, \textsf{collection}, \textsf{inbook}, + \textsf{manual}, \textsf{misc} (with no \textsf{entrysubtype}), + \textsf{periodical}, \textsf{proceedings}, \textsf{report}, + \textsf{suppbook}, and \textsf{suppcollection} entry types. +\item[\qquad Quotation Marks:] \textsf{title} of \textsf{article}, + \textsf{image}, \textsf{incollection}, \textsf{inproceedings}, + \textsf{online}, \textsf{patent}, \textsf{periodical}, + \textsf{thesis}, and \textsf{unpublished} entry types, + \textsf{issuetitle} in \textsf{article}, \textsf{periodical}, and + \textsf{review} entry types. +\item[\qquad Unformatted:] \textsf{booktitleaddon}, + \textsf{maintitleaddon}, and \textsf{titleaddon} in all entry types, + \textsf{title} of \textsf{letter}, \textsf{misc} (with an + \textsf{entrysubtype}), \textsf{review}, and \textsf{suppperiodical} + entry types. +\end{description} + +Now, the rules for which entry type to use for which sort of work tend +to be fairly straightforward, but in cases of doubt you can consult +section \ref{sec:entrytypes} above, the examples in +\textsf{notes-test.bib}, or go to the \emph{Manual} itself, +8.164--210. Assuming, then, that you want to present a title within a +title, and you know what sort of formatting each of the two would, on +its own, require, then the following rules apply: + +\begin{enumerate} +\item Inside an italicized title, all other titles are enclosed in + quotation marks and italicized, so in such cases all you need to do + is provide the quotation marks using \cmd{mkbibquote}, which will + take care of any following punctuation that needs to be brought + within the closing quotation mark(s) (17.58; donne:var, + mchugh:wake). +\item Inside a quoted title, you should present another title as it + would appear if it were on its own, so in such cases you'll need to + do the formatting yourself. Within the double quotes of the title + another quoted title would take single quotes --- the + \cmd{mkbibquote} command does this for you automatically, and also, + I repeat, takes care of any following punctuation that needs to be + brought within the closing quotation mark(s). (See 17.157; garrett, + loften:hamlet, murphy:silent, white:callimachus.) +\item Inside a plain title (most likely in a \textsf{review} entry or + a \textsf{titleaddon} field), you should present another title as it + would appear on its own, once again formatting it yourself using + \cmd{mkbibemph} or \cmd{mkbibquote}. (barcott:review, gibbard, + osborne:poison, ratliff:review, unsigned:ranke). +\end{enumerate} + +The \emph{Manual} provides a few more rules, as well. A word normally +italicized in text should also be italicized in a quoted or plain-text +title, but should be in roman (\enquote{reverse italics}) in an +italicized title. A quotation used as a (whole) title (with or +without a subtitle) retains its quotation marks when it is quoted or +plain, but loses them when it is italicized (17.60, 17.157; lewis). A +word or phrase in quotation marks, but that isn't a quotation, retains +those marks in all title types (kimluu:diethyl). + +\mylittlespace Finally, please note that in all \textsf{review} (and +\textsf{suppperiodical}) entries, and in \textsf{misc} entries with an +\textsf{entrysubtype}, and only in those entries, +\textsf{biblatex-chicago-notes} will automatically capitalize the +first word of the \textsf{title} after 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} + +\mybigspace Standard \mymarginpar{\textbf{titleaddon}} +\textsf{biblatex} intends this field for use with additions to titles +that may need to be formatted differently from the titles themselves, +and \textsf{biblatex-chicago-notes} uses it in just this way, with the +additional wrinkle that it can, if needed, replace the \textsf{title} +entirely, and this in, effectively, any entry type, providing a fairly +powerful, if somewhat complicated, tool for getting \textsc{Bib}\TeX\ +to do what you want (cf.\ centinel:letters, powell:email). This field +will always be unformatted, that is, neither italicized nor placed +within quotation marks, so any formatting you may need within it +you'll need to provide manually yourself. The single exception to +this rule is when your data begins with a word that would ordinarily +only be capitalized at the beginning of a sentence, in which case you +need then simply ensure that that word is in lowercase, and +\textsf{biblatex-chicago-notes} will automatically do the right thing. +See\ \textbf{\textbackslash autocap}, below. (Cf.\ brown:bremer, +osborne:poison, reaves:rosen, and white:ross:memo for examples where +the field starts with a lowercase letter; morgenson:market provides an +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.) + +\mybigspace As \mymarginpar{\textbf{translator}} far as possible, I +have implemented this field as \textsf{biblatex}'s standard styles do, +but the requirements specified by the \emph{Manual} present certain +complications that need explaining. Lehman points out in his +documentation that the \textsf{translator} field will be associated +with a \textsf{title}, a \textsf{booktitle}, or a \textsf{maintitle}, +depending on the sort of entry. More specifically, +\textsf{biblatex-chicago} associates the \textsf{translator} with the +most comprehensive of those titles, that is, \textsf{maintitle} if +there is one, otherwise \textsf{booktitle}, otherwise \textsf{title}, +if the other two are lacking. In a large number of cases, this is +exactly the correct behavior (adorno:benj, centinel:letters, +plato:republic:gr, among others). Predictably, however, there are +numerous cases that require, for example, an additional translator for +one part of a collection or for one volume of a multi-volume work. +For these cases I have provided the \textsf{nameb} field. You should +format names for this field as you would for \textsf{author} or +\textsf{editor}, and these names will always be associated with the +\textsf{title} (euripides:orestes). + +\mylittlespace I have also provided a \textsf{namea} field, which +holds the editor of a given \textsf{title} (euripides:orestes). If +\textsf{namea} and \textsf{nameb} are the same, +\textsf{biblatex-chicago} will concatenate them, just as +\textsf{biblatex} already does for \textsf{editor}, +\textsf{translator}, and \textsf{namec} (i.e., the compiler). +Furthermore, it is conceivable that a given entry will need separate +translators for each of the three sorts of title. For this, and for +various other tricky situations, there is the \cmd{parttrans} macro +(and its siblings), designed to be used in a \textsf{note} field or in +one of the \textsf{titleaddon} fields (ratliff:review). (Because the +strings identifying a translator differ in notes and bibliography, one +can't simply write them out in such a field, hence the need for a +macro, which I discuss further in the commands section below +[\ref{sec:formatcommands}].) + +\mylittlespace Finally, as I detailed above under \textbf{author}, in +the absence of an \textsf{author} or an \textsf{editor}, the +\textsf{translator} will be used at the head of an entry +(silver:gawain), and the bibliography entry alphabetized by the +translator's name, behavior that can be controlled with the +\texttt{{usetranslator}} switch in the \textsf{options} field. Cf.\ +\textsf{author}, \textsf{editor}, \textsf{namea}, \textsf{nameb}, and +\textsf{namec}. + +\mybigspace This \mymarginpar{\textbf{type}} is a standard +\textsf{biblatex} field, and in its normal usage serves to identify +the type of a \textsf{manual}, \textsf{patent}, \textsf{report}, or +\textsf{thesis} entry. \textsf{Biblatex} 0.7 introduced the ability, +in some circumstances, to use a bibstring without inserting it in a +\cmd{bibstring} command, and in these entry types the \textsf{type} +field works this way, allowing you simply to input, e.g., +\texttt{patentus} rather than \cmd{bibstring\{patentus\}}, though both +will work. (See petroff:impurity; herwign:office, murphy:silent, and +ross:thesis all demonstrate how the \textsf{type} field may sometimes +be automatically set in such entries by using one of the standard +entry-type aliases). + +\mylittlespace With the arrival of Lehman's remarkable +punctuation-tracking code in \textsf{biblatex} 0.8, there can be +almost no use for the \textsf{type} field as a switch for the +\cmd{custpunct} macro, so I have been able to reuse it in order to +generalize the functioning of the \textsf{suppbook} entry type, and of +its alias \textsf{suppcollection}. In such entries, you can now use +the \textsf{type} field to specify what sort of supplemental material +you are citing, e.g., \enquote{\texttt{preface to}} or +\enquote{\texttt{postscript to}.} 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} and \textsf{image} entries to identify the medium of +the artwork or photograph, e.g., \texttt{oil on canvas} or +\texttt{albumen print}. 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} +and \textsf{image}, above, for all the details. (See leo:madonna, +bedford:photo.) + +%\enlargethispage{-\baselineskip} + +\mybigspace Standard \mymarginpar{\textbf{url}} \textsf{biblatex} +field, it holds the url of an online publication, though you can +provide one for all entry types. The required \LaTeX\ package +\textsf{url} will ensure that your documents format such references +properly, in the text and in the reference apparatus. + +\mybigspace Standard \mymarginpar{\textbf{urldate}} \textsf{biblatex} +field, it identifies exactly when you accessed a given url. This +field would contain the whole date, in \textsc{iso}8601 format +(evanston:library, grove:sibelius, hlatky:hrt, osborne:poison, +sirosh:visualcortex, wikiped:bibtex). Please note that the +\textbf{urlday}, \textbf{urlmonth}, and \textbf{urlyear} fields are +all now obsolete. + +\mybigspace A \mymarginpar{\textbf{usera}} supplemental +\textsf{biblatex} field which functions in \textsf{biblatex-chicago} +almost as a \enquote{\textsf{journaltitleaddon}} field. In +\textsf{article}, \textsf{periodical}, and \textsf{review} entries +with \textsf{entrysubtype} \texttt{magazine}, the contents of this +field will be placed, unformatted and between commas, after the +\textsf{journaltitle} and before the date. The main use is for +identifying the broadcast network when you cite a radio or television +program (bundy:macneil), though you may also want to use it to +identify the section of a newspaper in which you've found a particular +article (morgenson:market). (See \emph{Manual} 17.190, 17.207. As +far as I can work out, newspaper section information may be placed +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 \textbf{NB:} \mymarginpar{\textbf{userb}} \textbf{this + field is now deprecated, mainly because it is very unlikely you will + have any further need for the \textbackslash custpunct macros. I + leave the code, and the instructions for how to use it, in place, + because it's barely possible that a need for it might still arise.} +A supplemental \textsf{biblatex} field, with a very specific use in +\textsf{biblatex-chicago-notes}. If the occasion does arise when you +need to supply some context-sensitive punctuation yourself, then +usually the \cmd{custpunct} command will then be needed, controlled in +certain circumstances by a toggle in the \textsf{type} field. If, +however, you already need the \textsf{type} field for its regular +usage in a \textsf{suppbook}, \textsf{manual}, \textsf{patent}, +\textsf{report}, or \textsf{thesis} entry, and if you need to control +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}. + +%\enlargethispage{\baselineskip} + +\mybigspace NB: \mymarginpar{\textbf{userd}} this field is now +obsolete. If it appears in a .bib file it will be ignored. + +\mybigspace Another \mymarginpar{\textbf{usere}} supplemental +\textsf{biblatex} field, which \textsf{biblatex-chicago} uses +specifically to provide a translated \textsf{title} of a work, +something that may be needed if you deem the original language +unparseable by a significant portion of your likely readership. The +\emph{Manual} offers two alternatives in such a situation: either you +can translate the title and use that translation in your +\textsf{title} field, providing the original language in +\textsf{language}, or you can give the original title in +\textsf{title} and the translation in \textsf{usere}. If you choose +the latter, you may need to provide a \textsf{shorttitle} so that the +short note form is also parseable. Cf.\ \textbf{language}, above. +(See 17.65--67, 17.166, 17.177; kern, weresz.) + +%\enlargethispage{\baselineskip} + +\mybigspace This \mymarginpar{\textbf{userf}} is the last of the +supplemental fields which \textsf{biblatex} provides, used by +\textsf{biblatex-chicago} for a very specific purpose. When you cite +both a translation and its original, the \emph{Manual} (17.66) +recommends that, in the bibliography at least, you combine references +to both texts in one entry, though the presentation in notes is pretty +much up to you. In order to follow this specification, I have +provided a third cross-referencing system (the others being +\textsf{crossref} and \textsf{xref}), and have chosen the name +\textsf{userf} because it might act as a mnemonic for its function. + +\mylittlespace In order to use this system, you should start by +entering both the original and its translation into your .bib file, +just as you normally would. The mechanism works for any entry type, +and the two entries need not be of the same type. In the entry for +the \emph{translation}, you put the cite key of the original into the +\textsf{userf} field. In the \emph{original's} entry, you need to +include a toggle in the \textsf{keywords} field that will prevent that +entry from being printed separately in the bibliography --- I have +chosen the string \texttt{original}, and use +\texttt{notkeyword=original} in the \cmd{printbibliography} command, +though you can use anything you want. In this standard case, the data +for the translation will be printed first, followed by the string +\texttt{originally published as}, followed by the original, author +omitted, in what amounts to the same format that the \emph{Manual} +uses for long footnotes (furet:passing:eng, furet:passing:fr). As +explained above (\textbf{origlanguage}), I have also included a way to +modify the string printed before the original. In the entry for the +\emph{translation}, you put the original's language in +\textsf{origlanguage}, and instead of \texttt{originally published + as}, you'll get \texttt{French edition:} or \texttt{Latin edition:}, +etc.\ (aristotle:metaphy:gr, aristotle:metaphy:trans). + +\mybigspace Standard \mymarginpar{\textbf{venue}} \textsf{biblatex} +offers this field for use in \textsf{proceedings} and +\textsf{inproceedings} entries, but I haven't yet implemented it, +mainly because the \emph{Manual} has nothing to say about it. Perhaps +the \textsf{organization} field could be used, for the moment, +instead. Anything in a \textsf{venue} field will be ignored. + +\mybigspace Standard \mymarginpar{\textbf{version}} \textsf{biblatex} +field, currently only available in \textsf{misc} and \textsf{patent} +entries in \textsf{biblatex-chicago-notes}. + +\mybigspace Standard \mymarginpar{\textbf{volume}} \textsf{biblatex} +field. It holds the volume of a \textsf{journaltitle} in +\textsf{article} (and some \textsf{review}) entries, and also the +volume of a multi-volume work in many other sorts of entry. Cf.\ +\textsf{part}. + +\mybigspace Standard \mymarginpar{\textbf{volumes}} \textsf{biblatex} +field. It holds the total number of volumes of a multi-volume work, +and its use in an entry triggers particular behavior in short notes +referring to such an entry, which notes will not print any punctuation +between the title of the work and the volume+page reference given in +the optional postnote field of the relevant \cmd{cite} command +(17.134; meredith:letters). If this behavior is inconvenient in a +particular entry, you may need to provide a \textsf{shorttitle} field +ending in an \cmd{addcomma}, though in such a case you'd need to +ensure that the \cmd{cite} command's postnote field contained +something, as otherwise the note would end, wrongly, with a comma. +(The \emph{Manual} appears to be somewhat inconsistent on this +question [cf.\ 16.47], so if this feature proves onerous in use I +could remove it.) + +\mybigspace A \mymarginpar{\textbf{xref}} modified \textsf{crossref} +field provided by \textsf{biblatex}. See \textbf{crossref}, above. + +\mybigspace Standard \mymarginpar{\textbf{year}} \textsf{biblatex} +field. It usually identifies the year of publication, though unlike +the \textsf{date} field it allows non-numeric input, so you can put +\enquote{n.d.}\ (or, to be language agnostic, +\cmd{bibstring\{nodate\}}) here if required, or indeed any other sort +of non-numerical date information. If you can guess the date then you +can include that guess in square brackets instead of, or after, the +\enquote{n.d.}\ abbreviation. Cf.\ bedford:photo, clark:mesopot, +ross:leo, thesis:madonna. + +\subsection{Commands} +\label{sec:commands} + +In this section I shall attempt to document all those commands you may +need when using \textsf{biblatex-chicago-notes} that I have either +altered with respect to the standard provided by \textsf{biblatex} or +that I have provided myself. Some of these, unfortunately, will make +your .bib file incompatible with other \textsf{biblatex} styles, but +I've been unable to avoid this. Any ideas for more elegant, and more +compatible, solutions will be warmly welcomed. + +\subsubsection{Formatting Commands} +\label{sec:formatcommands} + +These commands allow you to fine-tune the presentation of your +references in both notes and bibliography. You can find many examples +of their usage in \textsf{notes-test.bib}, and I shall try to point +you toward a few such entries in what follows. \textbf{NB:} +\textsf{biblatex's} \cmd{mkbibquote} command is now mandatory in some +situations. See its entry below. + +\mybigspace Version \mymarginpar{\textbf{\textbackslash autocap}} 0.8 +of \textsf{biblatex} introduced the \cmd{autocap} command, which +capitalizes a word inside a note or bibliography entry if that word +follows sentence-ending punctuation, and leaves it lowercase +otherwise. As this command is both more powerful and more elegant +than the kludge I designed for a previous version of +\textsf{biblatex-chicago-notes} (see\ \textbf{\textbackslash + bibstring} below), you should be aware that the use of the +single-letter \cmd{bibstring} commands in your .bib file is obsolete. + +\mylittlespace In order somewhat to reduce the burden on users even +further, I have, following Lehman's example, implemented a new system +which automatically tracks the capitalization of certain fields in +your .bib file. I chose these fields after a non-scientific survey of +entries in my own databases, so of course if you have ideas for the +extension of this facility I would be most interested to hear them. +In order to take advantage of this functionality, all you need do is +begin the data in the appropriate field with a lowercase letter, +e.g.,\ \texttt{note = \{with the assistance of X\}}. If the data +begins with a capital letter --- and this is not infrequent --- that +capital will always be retained. (cf., e.g., creel:house, +morgenson:market.) If, on the other hand, you for some reason need +such a field always to start with a lowercase letter, then you can try +using the \cmd{isdot} macro at the start, which turns off the +mechanism without printing anything itself. Here, then, is the +complete list of fields where this functionality is active: + +\begin{enumerate} +\item The \textbf{addendum} field in all entry types. +\item The \textbf{booktitleaddon} field in all entry types. +\item The \textbf{edition} field in all entry types. (Numerals work + as you expect them to here.) +\item The \textbf{maintitleaddon} field in all entry types. +\item The \textbf{note} field in all entry types. +\item The \textbf{shorttitle} field in the \textsf{review} + (\textsf{suppperiodical}) entry type and in the \textsf{misc} type, + in the latter case, however, only when there is an + \textsf{entrysubtype} defined, indicating that the work cited is + from an archive. +\item The \textbf{title} field in the \textsf{review} + (\textsf{suppperiodical}) entry type and in the \textsf{misc} type, + in the latter case, however, only when there is an + \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}, \textsf{image}, + \textsf{suppbook}, and \textsf{suppcollection} entry types. +\end{enumerate} + +In any other cases --- and there are only two examples of this in +\textsf{notes-test.bib} (centinel:letters, powell:email) --- you'll +need to provide the \cmd{autocap} command yourself. Indeed, if you +accidentally do so in one of the above fields, it 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. + +\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 +determine whether that string needs capitalization, depending on where +it falls in an entry. In the first release of +\textsf{biblatex-chicago-notes}, the style relied very heavily on this +macro, particularly on an extension I provided by defining all 26 +letters of the (ASCII) alphabet as \texttt{bibstrings} +(\cmd{bibstring\{a\}}, \cmd{bibstring\{b\}}, etc.) While you should +continue to use the standard, whole-word bibstrings, \textbf{all use + of the single-letter variants I formerly provided is obsolete, and + will generate an error}. This functionality has been replaced by +the \cmd{autocap} command, which does the same thing, only more +elegantly. This command was designed by Philipp Lehman, and has now +been included in version 0.8 of \textsf{biblatex}. For yet greater +convenience I have implemented, following Lehman's example, a system +automating this functionality in all of the entry fields where its use +was, by my reckoning, most frequent. This means that, when you +require this functionality, all you need do is input the data in such +a field starting with a lowercase letter, and +\textsf{biblatex-chicago-notes} will do the rest with no further +assistance. In my \textsf{notes-test.bib} file, this new mechanism in +effect eliminated all need for the single-letter \texttt{bibstrings} +and very nearly all need for the \cmd{autocap} command --- +centinel:letters and powell:email being the only exceptions. Please +see \textbf{\textbackslash autocap} above for full details. + +%\enlargethispage{\baselineskip} + +\mylittlespace I should also mention here that \textsf{biblatex 0.7} +introduced a new functionality which sometimes allows you simply to +input, for example, \texttt{newseries} instead of +\cmd{bib\-string\{newseries\}}, the package auto-detecting when a +bibstring is involved and doing the right thing, though in all such +cases either form will work. This functionality is available in the +\textsf{series} field of \textsf{article}, \textsf{periodical}, and +\textsf{review} entries; in the \textsf{type} field of +\textsf{manual}, \textsf{patent}, \textsf{report}, and \textsf{thesis} +entries; in the \textsf{location} field of \textsf{patent} entries; +and in the \textsf{language} field in all entry types. These are the +places, as far as I can make out, where \textsf{biblatex's} standard +styles support this feature, and I have followed suit. If Lehman +generalizes it still further in a future release, I shall do the same, +if possible. + +\mybigspace In \mymarginpar{\textbf{\textbackslash custpunct} \\ + \textbf{\textbackslash custpunctb}} common with other American +citation styles, the \emph{Manual} requires that the commas and +periods separating units of a reference go inside any quotation marks +that happen to be present. As of version 0.8c, \textsf{biblatex} +contains truly remarkable code that handles this situation in very +nearly complete generality, detecting punctuation after the closing +quotation mark and moving it inside when necessary, and also +controlling which punctuation marks can be printed after which other +punctuation marks, whether quotation marks intervene or not. This +functionality is now mature, and \textsf{biblatex-chicago-notes} +relies on this code to place punctuation in the \enquote{American + style,} rather than on complicated \cmd{DeclareFieldFormat} +instructions that attempt to anticipate all possible permutations. +One result of this, thankfully, is that both \cmd{custpunct} and +\cmd{custpunctb} are now basically unnecessary, as their only purpose +was to supply context-appropriate punctuation inside any quotation +marks that users themselves provided as part of various entry fields. +A second consequence, and I've already recommended this in previous +releases anyway, is that users now \emph{must} use \cmd{mkbibquote} +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} + +\mylittlespace I have retained the code for the \cmd{custpunct} +commands in \textsf{chicago-notes.cbx}, in case a particularly gnarly +entry might still require them, but I have already started to re-use +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 I \mymarginpar{\textbf{\textbackslash letterdatelong}} +have provided this macro mainly for use in the optional postnote field +of the various citation commands. When citing a letter (published or +unpublished, \textsf{letter} or \textsf{misc}), it may be useful to +append the date to the usual short note form in order to disambiguate +references. This macro simply prints the date of a letter, or indeed +of any other sort of correspondence. (If your main document language +isn't English, it's better just to use the standard \textsf{biblatex} +command \cmd{printorigdate}.) + +\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 +\enquote{American} punctuation system. If you look in +\textsf{chicago-notes.cbx} you'll see that the quoted fields, e.g., an +\textsf{article} or \textsf{incollection title}, have this command in +their formatting, which does most of the work for you. If, however, +you need to provide additional quotation marks in a field --- a quoted +title within a title, for example --- then you may need to use this +command so that any following period or comma will be brought within +the closing quotation marks. Its use is \emph{required} when the +quoted material comes at the end of a field, and I recommend always +using it in your .bib database, as it does no harm even when that +condition is not fulfilled. A few examples from +\textsf{notes-test.bib} should help to clarify this. + +\mylittlespace In an \textsf{article} entry, the \textsf{title} +contains a quoted phrase: + +\begin{quotation} + \noindent\texttt{title = \{Diethylstilbestrol and Media Coverage of the \\ + \indent\cmd{mkbibquote}\{Morning After\} Pill\}} +\end{quotation} + +Here, because the quoted text doesn't come at the end of title, and no +punctuation will ever need to be drawn within the closing quotation +mark, you could instead use \texttt{\cmd{enquote}\{Morning After\}} or +even \texttt{`Morning After'}. (Note the single quotation marks here +--- the other two methods have the virtue of taking care of nesting +for you.) All of these will produce the formatted +\enquote{Diethylstilbestrol and Media Coverage of the \enquote{Morning + After} Pill.} Here, by contrast, is a \textsf{book title}: + +\begin{quotation} + \noindent \texttt{title = \{Annotations to + \cmd{mkbibquote}\{Finnegans Wake\}\}} +\end{quotation} + +Because the quoted title within the title comes at the end of the +field, and because this bibliographical unit will be separated from +what follows by a period in the bibliography, then the +\cmd{mkbibquote} command is necessary to bring that period within the +final quotation marks, like so: \emph{Annotations to + \enquote{Finnegans Wake.}} + +\mylittlespace Let me also add that this command interacts well with +Lehman's \textsf{csquotes} package, which I highly recommend, though +the latter isn't strictly necessary in texts using an American style, +to which \textsf{biblatex} defaults when \textsf{csquotes} isn't +loaded. + +\mybigspace This \mymarginpar{\textbf{\textbackslash reprint}} and the +following 7 macros all help \textsf{biblatex-chicago-notes} cope with +the fact that many bibstrings in the Chicago system differ between +notes and bibliography, the former sometimes using abbreviated forms +when the latter prints them in full. In the current case, if a book +is a reprint, then the macro \cmd{reprint}, followed by a comma, +should go in the \textsf{location} field before the city of +publication (aristotle:metaphy:gr, schweitzer:bach). See +\textbf{location}, above. + +\mylittlespace \textbf{NB:} The rules for employing abbreviated or +full bibstrings in the \emph{Manual} are remarkably complex, but I +have attempted to make them as transparent for users as possible. In +\textsf{biblatex-chicago-notes}, if you don't see it mentioned in this +section, then in theory you should always provide an abbreviated +version, using the \cmd{bibstring} mechanism, if necessary +(babb:peru). The standard \textsf{biblatex} bibstrings should also +work (palmatary:pottery), and any that won't should be covered by the +series of macros beginning here with \cmd{reprint} and ending below +with \cmd{parttransandcomp}. + +\mybigspace Since \mymarginpar{\textbf{\textbackslash partcomp}} the +\emph{Manual} specifies that the strings \texttt{editor}, +\texttt{translator}, and \texttt{compiler} all require different forms +in notes and bibliography, and since it mentions these three apart +from all the others \textsf{biblatex} provides (\textsf{annotator}, +\textsf{commentator}, et al.), and further since it may indeed happen +that the available fields (\textsf{editor}, \textsf{namea}, +\textsf{translator}, \textsf{nameb}, and \textsf{namec}) aren't +adequate for presenting some entries, I have provided 7 macros to +allow you to print the correct strings for these functions in both +notes and bibliography. Their names all begin with \cmd{part}, as +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} + +\mylittlespace In the present instance, you can use \cmd{partcomp} to +identify a compiler when \textsf{namec} won't do, e.g., in a +\textsf{note} field or the like. In such a case, +\textsf{biblatex-chicago-notes} will print the appropriate string in +your references. + +\mybigspace Use \mymarginpar{\textbf{\textbackslash partedit}} this +macro when identifying an editor whose name doesn't conveniently fit +into the usual fields (\textsf{editor} or \textsf{namea}). (N.B.: If +you are writing in French and using \textsf{cms-french.lbx}, then +currently you'll need to add either \texttt{de} or \texttt{d'} after +this command in your .bib files to make the references come out right. +I'm working on this.) See chaucer:liferecords. + +\mybigspace As \mymarginpar{\textbf{\textbackslash + partedit-\\andcomp}} before, but for use when an editor is also a +compiler. + +\vspace{1.3\baselineskip} As \mymarginpar{\textbf{\textbackslash + partedit-\\andtrans}} before, but for when when an editor is also a +translator (ratliff:review). + +\mybigspace As \mymarginpar{\textbf{\textbackslash + partedit-\\transandcomp}} before, but for when an editor is also a +translator and a compiler. + +\vspace{1.3\baselineskip} As \mymarginpar{\textbf{\textbackslash + parttrans}} before, but for use when identifying a translator +whose name doesn't conveniently fit into the usual fields +(\textsf{translator} and \textsf{nameb}). + +\mybigspace As \mymarginpar{\textbf{\textbackslash + parttrans-\\andcomp}} before, but for when a translator is also a +compiler. + +\subsubsection{Citation Commands} +\label{sec:citecommands} + +The \textsf{biblatex} package is particularly rich in citation +commands, some of which (e.g., \cmd{supercite(s)}, \cmd{citeyear}) +provide functionality that isn't really needed by the Chicago notes +and bibliography style offered here. If you are getting unexpected +behavior when using them please have a look in your .log file. A +command like \cmd{textcite}, listed in §~3.6.2 of the +\textsf{biblatex} manual but not defined by \textsf{biblatex-chicago}, +defaults to \cmd{cite}, and leaves a warning in the .log. Others +(e.g., \cmd{cite\-author}), though I haven't tested them extensively, +should pretty much work out of the box. What remains are the commands +I have found most useful and necessary for following the +\emph{Manual}'s specifications, and I document in this section any +alterations I have made to these. As always, if there are standard +commands that don't work for you, or new commands that would be +useful, please let me know, and it should be possible to fix or add +them. + +\mylittlespace A number of users have run into a problem that appears +when they've used a command like \cmd{cite} inside a \cmd{footnote} +macro. In this situation, the automatic capitalization routines will +not be in operation at the start of the footnote, so instead of +\enquote{Ibid.,} for example, you'll see \enquote{ibid.} If you need +to use the \cmd{cite} command within a \cmd{footnote} command, the +solution is to use \cmd{Cite} instead. Alternatively, don't use a +\cmd{footnote} macro at all, rather try \cmd{footcite} or +\cmd{autocite} with the optional prenote and postnote arguments. Cf.\ +\cmd{Citetitle} below, and also section~3.6 of \textsf{biblatex.pdf}. + +\mybigspace I \mymarginpar{\textbf{\textbackslash autocite}} haven't +adapted this in the slightest, but I thought it worth pointing out +that \textsf{biblatex-chicago-notes} sets this command to use +\cmd{footcite} as the default option. It is, in my experience, much +the most common citation command you will use, and also works fine in +its multicite form, \textbf{\textbackslash autocites}. + +\mybigspace While \mymarginpar{\textbf{\textbackslash cite*}} the +\cmd{cite} command works just as you would expect it to, I have also +provided a starred version for the rare situations when you might need +to turn off the ibidem tracking mechanism. \textsf{Biblatex} provides +very sophisticated algorithms for using \enquote{Ibid} in notes, so in +general you won't find a need for this command, but in case you'd +prefer a longer citation where you might automatically find +\enquote{Ibid,} I've provided this. Of course, you'll need to put it +inside a \cmd{footnote} command manually. (See also section +\ref{sec:useropts}, below.) + +\mybigspace This \mymarginpar{\textbf{\textbackslash Citetitle}} +simply prepends \cmd{bibsentence} to the usual \cmd{citetitle} +command. Some titles may need this for the automatic contextual +capitalization facility to work correctly. (Included as standard from +\textsf{biblatex} 0.8d.) + +\mybigspace Joseph \mymarginpar{\textbf{\textbackslash citetitles}} +Reagle noticed that, because of the way +\textsf{biblatex-chicago-notes} formats titles in quotation marks, +using the \cmd{citetitle} command will often get you punctuation you +don't want, especially when presenting a list of titles. I've +included this multicite command to enable you to present such a list, +if the need arises. Remember that you'll have to put it inside a +\cmd{footnote} command manually. + +\mybigspace Another \mymarginpar{\textbf{\textbackslash footfullcite}} +standard \textsf{biblatex} command, modified to work properly with +\textsf{biblatex-chicago-notes}, and provided in case you find +yourself in a situation where you really need the full citation in a +footnote, but where \cmd{autocite} would print a short note or even +\enquote{Ibid.} This may be particularly useful if you've chosen to use all +short notes by setting the \texttt{short} option in the arguments to +\cmd{usepackage\{biblatex\}}, yet still feel the need for the +occasional full citation. + +\mybigspace This, \mymarginpar{\textbf{\textbackslash fullcite}} too, +is a standard command, and it too provides a full citation, but unlike +the previous command it doesn't automatically place it in a footnote. +It may be useful within long textual notes. + +\mybigspace Matthew \mymarginpar{\textbf{\textbackslash headlesscite}} +Lundin requested a more generalized \cmd{headlesscite} macro, +suppressing the author's name in specific contexts while allowing +users not to worry about whether a particular citation needs the long +or short form, a responsibility thereby handed over to +\textsf{biblatex's} tracking mechanisms. This citation command +attempts to fulfill this request. Please note that, in the short +form, the result will be rather like a \cmd{citetitle} command, which +may or may not be what you want. Note, also, that as I have provided +only the most flexible form of the command, you'll have to wrap it in +a \cmd{footnote} yourself. Please see the next entry for further +discussion of some of the needs this command might help address. + +%\enlargethispage{-\baselineskip} + +\mybigspace I \mymarginpar{\textbf{\textbackslash + headless-\\fullcite}} have provided this command in case you want +to print a full citation without the author's name. The \emph{Manual} +(17.31, 17.42) suggests this for brevity's sake in cases where that +name is already obvious enough from the title, and where repetition +might seem awkward (creel:house, feydeau:farces, meredith:letters, and +sewall:letter). \textsf{Letter} entries --- and only such entries --- +do this for you automatically, and of course the repetition is +tolerated in bibliographies for the sake of alphabetization, but in +notes this command may help achieve greater elegance, even if it isn't +strictly necessary. As I've provided only the most flexible form of +the command, you'll have to wrap it in a \cmd{footnote} yourself. + +\mybigspace I \mymarginpar{\textbf{\textbackslash shortcite}} have +provided this command in case, for any reason, you specifically +require the short form of a note, and \textsf{biblatex} thinks you +want something else. Again, I've provided only the most flexible form +of the command, so you'll have to wrap it in a \cmd{footnote} +manually. + +\mylittlespace If you look at \textsf{chicago-notes.cbx}, you'll see a +number of other citation commands, but those are intended for internal +use only, mainly in cross-references of various sorts. Use at your +own risk. + +\subsection{Package Options} +\label{sec:options} + +\subsubsection{Pre-Set \textsf{biblatex} Options} +\label{sec:presetopts} + +Although a quick glance through \textsf{biblatex-chicago.sty} will +tell you which \textsf{biblatex} options the package sets for you, I +thought I might gather them here also for your perusal. These +settings are, I believe, consistent with the specification, but you +can alter them in the options to \textsf{biblatex-chicago} in your +preamble or by loading the package via +\cmd{usepackage[style=chicago-notes]\{biblatex\}}, which gives you the +\textsf{biblatex} defaults unless you redefine them yourself inside +the square brackets. + +\mylittlespace By \mymarginpar{\texttt{abbreviate=\\false}} default, +\textsf{biblatex-chicago-notes} prints the longer bibstrings, mainly +for use in the bibliography, but since notes require the shorter forms +of many of them, I've had to define many new strings for use there. + +\mylittlespace \textsf{Biblatex-chicago-notes} +\mymarginpar{\texttt{autocite=\\footnote}} places references in +footnotes by default. + +\mybigspace The \mymarginpar{\texttt{citetracker=\\true}} citetracker +for the \cmd{ifciteseen} test is enabled globally. + +\mybigspace The \mymarginpar{\texttt{alldates=comp}} specification calls +for the long format when presenting dates, slightly shortened when +presenting date ranges. + +\mylittlespace The \colmarginpar{\texttt{dateabbrev=\\false}} +\emph{Manual} prefers full month names in the notes \&\ bibliography +style. + +\mybigspace This \mymarginpar{\texttt{ibidtracker=\\constrict}} +enables the use of \enquote{Ibid} in notes, but only in the most +strictly-defined circumstances. Whenever there might be any +ambiguity, \textsf{biblatex} should default to printing a more +informative reference. Remember also that you can use the \cmd{cite*} +command to disable this functionality in any given reference, or +indeed one of the \texttt{fullcite} commands if you need the long note +form for any reason. + +\mylittlespace This \marginpar{\texttt{loccittracker\\=constrict}} +allows the package to determine whether two consecutive citations of +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 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 \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}. +In the bibliography, the entry will be alphabetized by the +translator's surname. You can disable this functionality on a +per-entry basis by setting \texttt{usetranslator=false} in the +\textsf{options} field. Cf.\ silver:gawain. + +\subsubsection*{{Pre-set \textsf{biblatex-chicago} Option}} +\label{sec:chicpreset} + +This \mymarginpar{\texttt{usecompiler=\\true}} option enables +automatic use of the name of the compiler (in the \textsf{namec} +field) at the head of an entry, usually in the absence of an +\textsf{author}, \textsf{editor}, or \textsf{translator}, in +accordance with the specification (\emph{Manual} 17.41). It may also, +like \texttt{useauthor}, \texttt{useeditor}, and +\texttt{usetranslator}, be disabled on a per-entry basis by setting +\texttt{usecompiler=false} in the \textsf{options} field. Please +remember that, because \textsf{namec} isn't a standard +\textsf{biblatex} field, this name won't be part of its standard name +algorithms, and that any entry headed by a \textsf{namec} will +therefore need a \textsf{shortauthor} for short notes and a +\textsf{sortkey} or the like in order to have it appear in the correct +place in the bibliography. (The exception to this is when you modify +the \textsf{editor's} identifying string using the \textsf{editortype} +field, which is the procedure I recommend if the entry-heading +compiler is only a compiler, and not also, e.g., an editor or a +translator.) + +\subsubsection*{Other \textsf{biblatex} Formatting Options} +\label{sec:formatopts} + +I've chosen defaults for many of the general formatting commands +provided by \textsf{biblatex}, including the vertical space between +bibliography items and between items in the list of shorthands +(\cmd{bibitemsep} and \cmd{lositemsep}). I define many of these in +\textsf{biblatex-chicago.sty}, and of course you may want to redefine +them to your own needs and tastes. It may be as well you know that +the \emph{Manual} does state a preference for two of the formatting +options I've implemented by default: the 3-em dash as a replacement +for repeated names in the bibliography (16.103--106); and the +formatting of note numbers, both in the main text and at the bottom of +the page / end of the essay (superscript in the text, in-line in the +notes; 16.25). The code for this last formatting is also in +\textsf{biblatex-chicago.sty}, and I've wrapped it in a test that +disables it if you are using the \textsf{memoir} 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{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{Style Options -- Preamble} +\label{sec:useropts} + +These are parts of the specification that not everyone will wish to +enable. All except the second can be used even if you load the +package in the old way via a call to \textsf{biblatex}, but most users +can just place the appropriate string(s) in the options to the +\cmd{usepackage\{biblatex-chicago\}} call in your preamble. + +\mylittlespace At \mymarginpar{\texttt{annotation}} the request of +Emil Salim, I included in \textsf{biblatex-chicago} the ability to +produce annotated bibliographies. If you turn this option on then the +contents of your \textsf{annotation} (or \textsf{annote}) field will +be printed after the bibliographical reference. (You can also use +external files to store annotations -- please see +\textsf{biblatex.pdf} §~3.10.7 for details on how to do this.) This +functionality is currently in a beta state, so before you use it +please have a look at the documentation for the \textsf{annotation} +field, on page~\pageref{sec:annote} above. + +\mylittlespace Although \mymarginpar{\texttt{footmarkoff}} the +\emph{Manual} (16.25) recommends specific formatting for footnote (and +endnote) marks, i.e., superscript in the text and in-line in foot- or +endnotes, Charles Schaum has brought it to my attention that not all +publishers follow this practice, even when requiring Chicago style. I +have retained this formatting as the default setup, but if you include +the \texttt{footmarkoff} option, \textsf{biblatex-chicago-notes} will +not alter \LaTeX 's (or the \textsf{endnote} package's) defaults in +any way, leaving you free to follow the specifications of your +publisher. I have placed all of this code in +\textsf{biblatex-chicago.sty}, so if you load the package with a call +to \textsf{biblatex} instead, then 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}, +below. + +%\enlargethispage{\baselineskip} + +\mylittlespace This \mymarginpar{\texttt{natbib}} may look like the +standard \textsf{biblatex} option, but to keep the coding of +\textsf{biblatex-chicago.sty} simpler for the moment I have +reimplemented it there, from whence it is merely passed on to +\textsf{biblatex}. If you load the Chicago style with +\cmd{usepackage\{biblatex-chicago\}}, then the option should simply +read \texttt{natbib}, rather than \texttt{natbib=true}. The shorter +form also works if you load the style using +\cmd{usepackage[style=chicago-notes]\{biblatex\}}, so I hope this +requirement isn't too onerous. + +\mylittlespace At \mymarginpar{\texttt{noibid}} the request of an +early tester, I have included this option to allow you globally to +turn off the \texttt{ibidem} mechanism that +\textsf{biblatex-chicago-notes} uses by default. Some publishers, it +would appear, require this. Setting this option will mean that all +possible instances of \emph{ibid.}\ will be replaced by the short note +form. For more fine-grained control of individual citations you'll +probably want to use specialized citation commands, instead. See +section \ref{sec:citecommands}. + +\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 +this space-saving format only when you provide a \emph{full} +bibliography, though even with such a bibliography you may feel it +easier for your readers to present long first citations. If you do +use the \texttt{short} option, remember that there are several +citation commands which allow you to present the full reference in +specific cases (see section \ref{sec:citecommands}). If your +bibliography is not complete, then you should not use this option. + +\mylittlespace Chris Sparks \mymarginpar{\texttt{shorthandibid}} +pointed out that \textsf{biblatex-chicago-notes} would never use +\emph{ibid.}\ in the case of entries containing a \textsf{shorthand} +field, but rather that consecutive references to such an entry +continued to provide the shorthand, instead. The \emph{Manual} isn't, +as far as I can tell, completely clear on this question. In 17.252, +discussing references to works from classical antiquity, it states +that \enquote{when abbreviations are used, these rather than + \emph{ibid.}\ should be used in succeeding references to the same + work,} but I can't make out whether this rule is specific to +classical references or has more general scope. Given this ambiguity, +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 +the main text unless there is a run-on note, in which case a short +rule intervenes to emphasize this continuation. I haven't tested this +code very thoroughly, and it's possible that frequent use of floats +might interfere with it. Let me know if it causes problems. + + +\subsection{General Usage Hints} +\label{sec:hints} + +\subsubsection{Loading the Style} +\label{sec:loading} + +With the addition of the author-date style to the package, I have +provided two keys for choosing which style to load, \texttt{notes} and +\texttt{authordate}, one of which you put in the options to the +\cmd{usepackage} command. The default way of loading the notes + +bibliography style has therefore slightly changed. With early +versions of \textsf{biblatex-chicago-notes}, the standard way of +loading the package was via a call to \textsf{biblatex}, e.g.: +\begin{quote} + \cmd{usepackage[style=chicago-notes,strict,backend=bibtex8,\%\\ + babel=other,bibencoding=inputenc]\{biblatex\}} +\end{quote} +Now, the default way to load the style, and one that will in the +vast majority of standard cases produce the same results as the old +invocation, will look like this: +\begin{quote} + \cmd{usepackage[notes,strict,backend=bibtex8,babel=other,\%\\ + bibencoding=inputenc]\{biblatex-chicago\}} +\end{quote} + +(In point of fact, the previous \textsf{biblatex-chicago} loading +method without the \texttt{notes} option will still work, but only +because I've made the notes \&\ bibliography style the default if no +style is explicitly requested.) If you read through +\textsf{biblatex-chicago.sty}, you'll see that it sets a number of +\textsf{biblatex} options aimed at following the Chicago +specification, as well as setting a few formatting variables intended +as reasonable defaults (see section~\ref{sec:presetopts}, above). +Some parts of this specification, however, are plainly more +\enquote{suggested} than \enquote{required,} and indeed many +publishers, while adopting the main skeleton of the Chicago style in +citations, nonetheless maintain their own house styles to which the +defaults I have provided do not conform. + +\mylittlespace If you only need to change one or two parameters, this +can easily be done by putting different options in the call to +\textsf{biblatex-chicago} or redefining other formatting variables in +the preamble, thereby overriding the package defaults. If, however, +you wish more substantially to alter the output of the package, +perhaps to use it as a base for constructing another style altogether, +then you may want to revert to the old style of invocation above. +You'll lose all the definitions in \textsf{biblatex-chicago.sty}, +including those to which I've already alluded and also the code that +sets the note number in-line rather than superscript in endnotes or +footnotes. Also in this file is the code that calls +\textsf{cms-american.lbx}, which means that you'll lose all the +Chicago-specific bibstrings I've defined unless you provide, in your +preamble, a \cmd{DeclareLanguageMapping} command adapted for your +setup, on which see section~\ref{sec:international} below and also +§§~4.8.1 and 4.10.8 in Lehman's \textsf{biblatex.pdf}. + +\mylittlespace What you \emph{will not} lose is the ability to call +the package options \texttt{annotation, strict, short,} and +\texttt{noibid} (section~\ref{sec:useropts}, above), in case these +continue to be useful to you when constructing your own modifications. +There's very little code, therefore, actually in +\textsf{biblatex-chicago.sty}, but I hope that even this minimal +separation will make the package somewhat more adaptable. Any +suggestions on this score are, of course, welcome. + +\subsubsection{Other Hints} +\label{sec:otherhints} + +One useful rule, when you are having difficulty creating a .bib entry, +is to ask yourself whether all the information you are providing is +strictly necessary. The Chicago specification is a very full one, but +the \emph{Manual} is actually, in many circumstances, fairly relaxed +about how much of the data from a work's title page you need to fit +into a reference. Authors of introductions and afterwords, multiple +publishers in different countries, the real names of authors more +commonly known under pseudonyms, all of these are candidates for +exclusion if you aren't making specific reference to them, and if you +judge that their inclusion won't be of particular interest to your +readers. Of course, any data that may be of such interest, and +especially any needed to identify and track down a reference, has to +be present, but sometimes it pays to step back and reevaluate how much +information you're providing. I've tried to make +\textsf{biblatex-chicago-notes} robust enough to handle the most +complex, data-rich citations, but there may be instances where you can +save yourself some typing by keeping it simple. + +\mylittlespace Scot Becker has pointed out to me that the inverse +problem not only exists but may well become increasingly common, to +wit, .bib database entries generated by bibliographic managers which +helpfully provide as much information as is available, including +fields that users may well wish not to have printed (ISBN, URL, DOI, +\textsf{pagetotal}, inter alia). The standard \textsf{biblatex} +styles contain a series of options, detailed in \textsf{biblatex.pdf} +§3.1.3, for controlling the printing of some of these fields, but I +haven't yet implemented them in \textsf{biblatex-chicago}. This is in +my TODO list, and the next release will also include some more +general options, at Scot's recommendation, that turn off everything at +once. Until then judicious pruning remains the only solution. + +\mylittlespace If you are having problems with the interaction of +punctuation and quotation marks in notes or bibliography, first please +check that you've used \cmd{mkbibquote} in the relevant part of your +.bib file. If you are still getting errors, please let me know, as it +may well be a bug. + +\mylittlespace For the \textsf{biblatex-chicago-notes} style, I have +fully adopted \textsf{biblatex's} system for providing punctuation at +the end of entries. Several users noted insufficiencies in previous +releases of \textsf{biblatex-chicago}, sometimes related to the +semicolon between multiple citations, sometimes to ineradicable +periods after long notes, bugs that were byproducts of my attempt to +fix other end-of-entry errors. One of the side effects of this older +code was (wrongly) to put a period after a long note produced, e.g., +by a command like \cmd{footnote\{\textbackslash headlessfullcite\}}, +whereas only the \enquote{foot} cite commands (including +\cmd{autocite} in the default \textsf{biblatex-chicago-notes} set up) +should do so. If you came to rely on this side effect, please note +now that you'll have to put the period in yourself when explicitly +calling \cmd{footnote}, like so: \cmd{footnote\{\textbackslash + headlessfullcite\{key\}.\}} + +\mylittlespace When you use abbreviations at the ends of fields in +your .bib file (e.g., \enquote{\texttt{n.d.}} or +\enquote{\texttt{Inc.},}) \textsf{biblatex-chicago-notes} should deal +automatically with adding (or suppressing) appropriate punctuation +after the final dot. This includes retaining periods after such dots +when a closing parenthesis intervenes, as in (n.d.). Merely entering +the abbreviation without informing \textsf{biblatex} that the final +dot is a dot and not a period should always work, though you do have +to provide manual formatting in those rare cases when you need a comma +after the author's initials in a bibliography, usually in a +\textsf{misc} entry (see house:papers). If you find you need to +provide such formatting elsewhere, please let me know. + +\mylittlespace Finally, allow me to reiterate what Philipp Lehman says +in \textsf{biblatex.pdf}, to wit, use \textsf{bibtex8}, rather than +standard \textsc{Bib}\TeX, and avoid the cryptic errors that ensue +when your .bib file gets to a certain size. + +\section{The Specification: Author-Date} +\label{sec:authdate} + +In what follows, I attempt to explain all the parts of +\textsf{biblatex-chicago-authordate} that might be considered somehow +\enquote{non standard,} at least with respect to the styles included +with \textsf{biblatex} itself, though in the section on entry fields I +have also duplicated a lot of the information in +\textsf{biblatex.pdf}, which I hope won't badly annoy expert users of +the system. Headings in \mycolor{green} \colmarginpar{\textsf{New in + this release}} indicate material new to this release, or +occasionally old material that has undergone significant revision. +Numbers in parentheses refer to sections of the \emph{Chicago Manual + of Style}, 15th edition. The file \textsf{dates-test.bib} contains +many examples from the \emph{Manual} which, when processed using +\textsf{biblatex-chicago-authordate}, should produce the same output +as you see in the \emph{Manual} itself, or at least compliant output, +where the specifications are vague or open to interpretation, a state +of affairs which does sometimes occur. I have provided +\textsf{cms-dates-sample.pdf}, which shows how my system processes +\textsf{dates-test.bib}, and I have also included the reference keys +from the latter file below in parentheses. + +\subsection{Entry Types} +\label{sec:types:authdate} + +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}, +\textbf{book}, \textbf{bookinbook}, \textbf{booklet}, +\textbf{collection}, \textbf{customa}, \textbf{customb}, +\textbf{customc}, \textbf{image}, \textbf{inbook}, +\textbf{incollection}, \textbf{inproceedings}, \textbf{inreference}, +\textbf{letter}, \textbf{manual}, \textbf{misc}, \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}), and +\textbf{unpublished}. + +\mylittlespace What follows is an attempt to specify all the +differences between these types and the standard provided by +\textsf{biblatex}. If an entry type isn't discussed here, then it is +safe to assume that it works as it does in the standard styles. In +general, I have attempted not to discuss specific entry fields here, +unless such a field is crucial to the overall operation of a given +entry type. As a general and important rule, most entry types require +very few fields when you use \textsf{biblatex-chicago-authordate}, 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 + Style} (17.148) recognizes three different sorts of periodical +publication, \enquote{journals,} \enquote{magazines,} and +\enquote{newspapers.} The first (17.150) includes \enquote{scholarly + or professional periodicals available mainly by subscription,} while +the second refers to \enquote{weekly or monthly} publications that are +\enquote{available either by subscription or in individual issues at + bookstores or newsstands.} \enquote{Magazines} will tend to be +\enquote{more accessible to general readers,} and typically won't have +a volume number. + +\mylittlespace Now, for articles in \enquote{journals} you can simply +use the traditional \textsc{Bib}\TeX\ --- and indeed \textsf{biblatex} +--- \textsf{article} entry type, which will work as expected and set +off the page numbers with a colon in the list of references, as +required by the \emph{Manual}. If, however, you need to refer to a +\enquote{magazine} or a \enquote{newspaper,} then you need to add an +\textsf{entrysubtype} field containing the exact string +\texttt{magazine}. The main formatting differences between a +\texttt{magazine} (which includes both \enquote{magazines} and +\enquote{newspapers}) and a plain \textsf{article} are that time +specifications (month, day, season) aren't placed within parentheses, +and that page numbers are set off by a comma rather than a colon. +Otherwise, the two sorts of reference have much in common. (For +\textsf{article}, see \emph{Manual} 17.154--181; batson, +beattie:crime, chu:panda, connell:chronic, conway:evolution, +friedman:learning, garaud:gatine, garrett, hlatky:hrt, kern, lewis, +loften:hamlet, loomis:structure, rozner:liberation, +schneider:mittelpleistozaene, terborgh:preservation, wall:ra\-di\-o, +warr:ellison, white:callimachus. With \textsf{entrysubtype} +\texttt{magazine}, cf.\ 17.166, 17.182--198; assocpress:gun, +lakeforester:pushcarts, morgenson:market, reaves:ro\-sen, +stenger:privacy.) + +\mylittlespace If you are familiar with the notes \&\ bibliography +style, you'll know that the \emph{Manual} treats reviews (of books, +plays, performances, etc.) as a sort of recognizable subset of +\enquote{journals,} \enquote{magazines,} and \enquote{newspapers,} +distinguished mainly by the way one formats the title of the review +itself. In the author-date style, however, since both a generic title +like \enquote{review of \ldots} and a specific one (cf. gibbard; +osborne:poison) are formatted in the same way (no quotation marks or +italics, sentence-style capitalization), all you really need, +conveniently, is the \textsf{article} type, with the +\textsf{entrysubtype} toggle to distinguish the sort of periodical +which contains the review. + +%\enlargethispage{-\baselineskip} + +\mylittlespace In the case of a review with a specific as well as a +generic title, the former goes in the \textsf{title} field, and the +latter in the \textsf{titleaddon} field. Standard \textsf{biblatex} +intends this field for use with additions to titles that may need to +be formatted differently from the titles themselves, and +\textsf{biblatex-chicago-authordate} uses it in just this way, with +the additional wrinkle that it can, if needed, replace the +\textsf{title} entirely, and this in, effectively, any entry type, +providing a fairly powerful, if somewhat complicated, tool for getting +\textsc{Bib}\TeX\ to do what you want. Here, however, if all you need +is a generic title like \enquote{review of \ldots,} then you can +simply use the \textsf{title} field for it, ignoring +\textsf{titleaddon}. + +\mylittlespace No less than seven more things need explication under +this heading. First, since the \emph{Manual} specifies, for the +author-date style, that what goes into the \textsf{title} or the +\textsf{titleaddon} fields of \textsf{article} entries stays +unformatted --- no italics, no quotation marks --- this plain style +(with sentence-style capitalization, as usual) is the default for such +text, which means that you'll have to format any titles within these +fields yourself, e.g., with \cmd{mkbibemph\{\}}. Second, the +\emph{Manual} specifies a similar plain style for the titles of other +sorts of material found in \enquote{magazines} and +\enquote{newspapers,} e.g., obituaries, letters to the editor, +interviews, the names of regular columns, and the like, though the +names of regular columns, please note, need to be capitalized headline +style. References may contain both the title of an individual article +and the name of the regular column, in which case the former should +go, as usual, in a \textsf{title} field, and the latter in +\textsf{titleaddon}. (See 17.188, 17.190, 17.193; morgenson:market, +reaves:rosen.) + +\mylittlespace Third, the \emph{Manual} suggests that, in the case of +\enquote{unsigned newspaper articles or features \ldots the name of + the newspaper stands in place of the author} (17.192). It doesn't +always carry through on this in its own presentation of newspaper +citations (see esp.\ 17.188), but I've implemented their +recommendation nonetheless, which means that in an \textsf{article} +entry, \textsf{entrysubtype} \texttt{magazine}, and only in such an +entry, a missing \textsf{author} field results in the name of the +periodical (in the \textsf{journaltitle} field) being used as the +missing author. Note that if you choose to use the name of the +newspaper as an author, then you'll need to define the +\textsf{sortkey} field to ensure that the reference list entry is +alphabetized by \textsf{journaltitle} rather than by \textsf{title}. +Also, if you want to abbreviate the \textsf{journaltitle} for use in +citations, then the \textsf{shortauthor} field, somewhat surprisingly, +is the place for it. (See lakeforester:pushcarts, nyt:trevorobit, +unsigned:ranke.) + +%\enlargethispage{-\baselineskip} + +\mylittlespace Fourth, in certain fields, just beginning your data +with a lowercase letter activates the mechanism for capitalizing that +letter depending on its context within a list of references entry. +This is less important in the author-date style, where this +information only turns up in the reference list and not in citations, +but you can consult \textbf{\textbackslash autocap} below for all the +details. Both the \textsf{titleaddon} and \textsf{note} fields are +among those treating their data this way, and since both appear +regularly in \textsf{article} entries, I thought the problem merited a +preliminary mention here. + +\mylittlespace Fifth, if you need to cite an entire issue of any sort +of periodical, rather than one article in an issue, then the +\textsf{periodical} entry type, once again with or without the +\texttt{magazine} toggle in \textsf{entrysubtype,} is what you'll +need. (You can also use the \textsf{article} type, placing what would +normally be the \textsf{issuetitle} in the \textsf{title} field and +retaining the usual \textsf{journaltitle} field, but this arrangement +isn't compatible with standard \textsf{biblatex}.) The \textsf{note} +field is where you place something like \enquote{special issue} (with +the small \enquote{s} enabling the automatic capitalization routines), +whether you are citing one article or the whole issue +(conley:fifthgrade, good:wholeissue). Indeed, this is a somewhat +specialized use of \textsf{note}, and if you have other sorts of +information you need to include in an \textsf{article} or +\textsf{periodical} entry, then you shouldn't put it in the +\textsf{note} field, but rather in \textsf{titleaddon} or perhaps +\textsf{addendum} (brown:bremer). + +\mylittlespace Sixth, I would suggest that if you wish to cite a +television or radio broadcast, the \textsf{article} type, +\textsf{entrysubtype} \texttt{magazine} is the place for it. The name +of the program would go in \textsf{journaltitle}, with the name of the +episode in \textsf{title}. The network's name goes into the +\textsf{usera} field. (8.196, 17.207; see bundy:macneil for an +example of how this all might look in a .bib file.) + +\mylittlespace Finally, if you're planning to use the same .bib file +for the author-date and for the notes \&\ bibliography style, you may +need to look under the \textsf{article} and \textsf{review} entries in +section~\ref{sec:entrytypes} above for the full instructions on their +differences. Any well-constructed \textsf{review} entry will work +just fine under author-date, but if you only need the author-date +style then you can avoid the complexity of learning another entry +type. + +\mylittlespace If you're still with me, allow me to recommend that you +browse through \textsf{dates-test.bib} to get a feel for just how many of +the \emph{Manual}'s complexities the \textsf{article} and +\textsf{periodical} types attempt to address. It may be that in +future releases of \textsf{biblatex-chicago} I'll be able to simplify +these procedures somewhat, but if you are only using author-date at +least you've avoided some of the worst of it. + +\mybigspace Arne \mymarginpar{\textbf{artwork}} Kjell Vikhagen has +pointed out to me that none of the standard entry types were +straightforwardly adaptable when referring to visual artworks. The +\emph{Manual} doesn't give any thorough specifications for such +references, and indeed it's unclear that it believes it necessary to +include them in the reference apparatus at all. Still, it's easy to +conceive of contexts in which a list of artworks studied might be +desirable, and \textsf{biblatex} includes entry types for just this +purpose, though the standard styles leave them undefined. The two I +have adopted are \textsf{artwork} and \textsf{image}, the former +intended for paintings, sculptures, etchings, and the like, the latter +for photographs. The two entry types work in exactly the same way as +far as constructing your .bib entry, and when printed the only +difference will be that the titles of \textsf{artworks} are +italicized, those of \textsf{images} in plain text. + +\mylittlespace As one might expect, the artist goes in \textsf{author} +and the name of the work in \textsf{title}. The \textsf{type} field +is intended for the medium --- e.g., oil on canvas, charcoal on paper +--- and the \textsf{version} field might contain the state of an +etching. You can place the dimensions of the work in \textsf{note}, +and the current location in \textsf{organization}, +\textsf{institution}, and/or \textsf{location}, in ascending order of +generality. The \textsf{type} field, as in several other entry types, +uses \textsf{biblatex's} automatic capitalization routines, so if the +first word only needs a capital letter at the beginning of a sentence, +use lowercase in the .bib file and let \textsf{biblatex} handle it for +you. (See \emph{Manual} 12.33; leo:madonna, bedford:photo.) + +\mylittlespace As a final complication, the \emph{Manual} (8.206) says +that \enquote{the names of works of antiquity \ldots\,are usually set + in roman.} If you should need to include such a work in the +reference apparatus, you can either define an \textsf{entrysubtype} +for an \textsf{artwork} entry --- anything will do --- or you could +use the \textsf{image} type, or you could try 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 This \mymarginpar{\textbf{bookinbook}} type provides the +means of referring to parts of books that are considered, in other +contexts, themselves to be books, rather than chapters, essays, or +articles. (Older versions of \textsf{biblatex-chicago} used +\textbf{customb} for this purpose, but this is now deprecated.) Such +an entry can have a \textsf{title} and a \textsf{maintitle}, but it +can also contain a \textsf{booktitle}, all three of which will be +italicized in the reference matter. In general usage it is, +therefore, rather like the traditional \textsf{inbook} type, only with +its \textsf{title} in italics rather than in plain text. (See +\emph{Manual} 17.72, 17.89, 17.93; bernard:boris, euripides:orestes, +plato:republic:gr.) + +\mylittlespace \textbf{NB}: The Euripides play receives slightly +different presentations in 17.89 and 17.93. Although the +specification is very detailed, it doesn't eliminate all choice or +variation. Using a system like \textsc{Bib}\TeX\ should help to +maintain consistency. + +\mybigspace This \mymarginpar{\textbf{booklet}} is the first of two +entry types --- the other being \textsf{manual}, on which see below +--- which are traditional in \textsc{Bib}\TeX\ styles, but which the +\emph{Manual} (17.241) suggests may well be treated basically as +books. In the interests of backward compatibility, +\textsf{biblatex-chicago-authordate} will so format such an entry, +which uses the \textsf{howpublished} field instead of a standard +\textsf{publisher}, though of course if you do decide just to use a +\textsf{book} entry then any information you might have given in a +\textsf{howpublished} field should instead go in \textsf{publisher}. +(See clark:mesopot.) + +\mybigspace This \mymarginpar{\textbf{customa}} entry type is now +deprecated in favor of the standard \textsf{biblatex} \textbf{letter} +type, which see. If your .bib files contain any \textsf{customa} +entries you should change them to \textsf{letter} soon, as I am +reclaiming this custom type for other uses in the next release of +\textsf{biblatex-chicago}. + +\mybigspace This \mymarginpar{\textbf{customb}} entry type is now +deprecated in favor of the standard \textsf{biblatex} +\textbf{bookinbook}, which see. If your .bib files contain any +\textsf{customb} entries you should change them to \textsf{bookinbook} +soon, as it will cease to function in the next release of +\textsf{biblatex-chicago}. + +\mybigspace This \mymarginpar{\textbf{customc}} entry type is now +deprecated in favor of the standard \textsf{biblatex} +\textbf{suppbook} (and \textbf{suppcollection}, which currently serves +as an alias to \textsf{suppbook}). Please see their documentation +below. If your .bib files contain any \textsf{customc} entries you +should change them to \textsf{suppbook} soon, as it will cease to +function in the next release of \textsf{biblatex-chicago}. + +\mybigspace This \mymarginpar{\textbf{image}} entry type, left +undefined in the standard styles, is in +\textsf{biblatex-chicago-authordate} intended for referring to +photographs. Excluding the possible use of the \textsf{entrysubtype} +field, which in an \textsf{image} entry would be ignored, this type is +a clone of \textsf{artwork}, so you should consult the latter's +documentation above to see how to construct your .bib entry. (See +\emph{Manual} 12.33; bedford:photo.) + +\mybigspace These \mymarginpar{\textbf{inbook}\\\textbf{incollection}} +two standard \textsf{biblatex} types have very nearly identical +formatting requirements as far as the Chicago specification is +concerned, but I have retained both of them for compatibility. +\textsf{Biblatex.pdf} (§~2.1.1) intends the first for \enquote{a part + of a book which forms a self-contained unit with its own title,} +while the second would hold \enquote{a contribution to a collection + which forms a self-contained unit with a distinct author and its own + title.} The \textsf{title} of both sorts will be in plain text, and +in general you can use either type for most material falling into +these categories. There is, however, an important difference between +them, as it is only in \textsf{incollection} entries that I implement +the \emph{Manual's} recommendations for space-saving abbreviations in +the list of references when you cite multiple pieces from the same +\textsf{collection}. These abbreviations are activated when you use +the \textsf{crossref} or \textsf{xref} field in \textsf{incollection} +entries, and not in \textsf{inbook} entries, mainly because the +\emph{Manual} (17.70) here specifies a \enquote{multiauthor book.} +(For more on this mechanism see \textbf{crossref}, below, and note +that it is also active in \textsf{letter} and \textsf{inproceedings} +entries.) If the part of a book to which you are referring has had a +separate publishing history as a book in its own right, then you may +wish to use the \textsf{bookinbook} type, instead, on which see above. +(See \emph{Manual} 17.68--72; \textsf{inbook}: ashbrook:brain, +phibbs:diary, will:cohere; \textsf{incollection}: centinel:letters, +contrib:contrib, sirosh:visualcortex; ellet:galena, keating:dearborn, +and lippincott:chicago [and the \textsf{collection} entry +prairie:state] demonstrate the use of the \textsf{crossref} field with +its attendant abbreviations in the list of references.) + +\mylittlespace \textbf{NB}: The \emph{Manual} suggests that, when +referring to a chapter, one use either a chapter number or the +inclusive page numbers, not both. In-text citations, of course, +require any \textsf{postnote} field to specify if it is a whole +chapter to which you are referring. + +\mybigspace This \mymarginpar{\textbf{inproceedings}} entry type works +pretty much as in standard \textsf{biblatex}. Indeed, the main +differences between it and \textsf{incollection} are the lack of an +\textsf{edition} field and the possibility that an +\textsf{organization} may be cited alongside the \textsf{publisher}, +even though the \emph{Manual} doesn't specify its use (17.71). Please +note, also, that the \textsf{crossref} and \textsf{xref} mechanism for +shortening citations of multiple pieces from the same +\textsf{proceedings} is operative here, just as it is in +\textsf{incollection} entries. See \textbf{crossref}, below, for more +details. + +\mybigspace This \mymarginpar{\textbf{inreference}} entry type is +aliased to \textsf{incollection} in the standard styles, but the +\emph{Manual's} requirements for the notes \&\ bibliography style +prompted a thoroughgoing revision. Unfortunately, instructions for +the author-date style are considerably less copious, so parts of what +follows are my best guess at following the specification +(17.238--239). + +\mylittlespace One thing, at least, seems clear. If your reference +work can easily or conveniently be presented like a regular book, that +is, with an author or editor, a year of publication, and a title, and +if you you will be citing it by page or section number, then you +should almost certainly simply choose the \textsf{book} entry type for +your .bib entry. (Cf.\ mla:style, schellinger:novel, times:guide. The +latter was presented as an \textsf{inreference} entry for the notes +\&\ bibliography style, but because the \textsf{book} entry type can +also present references to alphabetized headings [see below], at least +in the list of references, then it seemed better just to choose a +\textsf{book} entry for the author-date style.) + +\mylittlespace If you simply cannot make your source fit the template +for a \textsf{book}, then you may need to use the \textsf{inreference} +type, the main feature of which is the \textsf{lista} field, which you +use to present citations from \enquote{alphabetically arranged} works +by named article rather than by page number. You should present these +article names just as they appear in the work, separated by the +keyword \enquote{\texttt{and}} if there is more than one, and +\textsf{biblatex-chicago-authordate} will provide the appropriate +prefatory string (\texttt{s.v.}, plural \texttt{s.vv.}), and enclose +each in its own set of quotation marks (times:guide). More relevant +to the author-date style is the fact that the \textsf{postnote} field +works the same way in \textsf{inreference} entries, the only +limitation on this system being that this field, unlike +\textsf{lista}, is not a list, and therefore for the formatting to +work correctly you can only put one article name in it. In the case +of \enquote{[w]ell-known reference books, such as major dictionaries + and encyclopedias,} you are encouraged not to include them in the +list of references, so the \textsf{lista} field actually may be of +less use than this special formatting of \textsf{postnote}. You may +want to look at ency:britannica, where only a (carefully-formatted) +\textsf{shorttitle} and an \textsf{options} field are necessary to +allow you to produce in-text citations that look like (\emph{Ency.\ + Brit.}\ 15th ed., s.v. \enquote{Article}). + +\mylittlespace If it seems appropriate to include such a work in the +list of references, perhaps because the work is not so well known that +a short citation will be parseable by your readers, or perhaps because +it is an online work, which requires you to provide a \textsf{urldate} +(see below), be aware that the contents of the \textsf{lista} field +will also be presented there, which may not be what you want. A +separate \textsf{inreference} or \textsf{reference} entry might solve +this problem, but you may also need a \textsf{sortkey} field to ensure +proper alphabetization, as \textsf{biblatex} will attempt to use an +\textsf{editor} or \textsf{author} name, if either is present. In a +typical \textsf{inreference} entry, very few fields are needed, as +\enquote{the facts of publication are often omitted, but the edition + (if not the first) must be specified.} In practice, this means a +\textsf{title} and possibly an \textsf{edition} field. The +\textsf{author} field holds the author of the specific article (in +\textsf{lista}), not the author of the \textsf{title} as a whole. +This name will be printed in parentheses after the entry's name +(grove:sibelius). + +\mylittlespace All of these rules apply to online reference works, as +well, for which you need to provide not only a \textsf{url} but also, +always, a \textsf{urldate}, as these sources are in constant flux +(wikiped:bibtex, grove:sibelius). For author-date, it may be +convenient to duplicate the \textsf{urlyear} in the \textsf{year}, as +this will help to present and categorize the material both in +citations and in the list of references. Please note, however, that +the automatic provision of the \enquote{n.d.} abbreviation when a +\textsf{year} is missing has been turned off for \textsf{inreference} +entries, as for \textsf{misc} and \textsf{reference} entries. + +\mylittlespace Some of these presentational difficulties might make +switching between the two Chicago styles rather more difficult, +depending on the nature of your sources. The advice I offer in +section~\ref{sec:twostyles} below may be of assistance. + +\mybigspace This \mymarginpar{\textbf{letter}} entry type was designed +to be used for citing letters, memoranda, or similar texts, but +\emph{only} when they appear in a published collection. (Unpublished +material of this nature needs a \textsf{misc} entry, for which see +below.) The author-date specification (17.77), however, recommends +against individual letters appearing in a list of references, +suggesting instead that you put the whole published collection in a +\textsf{book} entry and use a notice in the text to specify the letter +(white:total). + +\mylittlespace If you absolutely must include individual letters in +the list of references, for whatever reason, then the instructions +above for the notes \&\ bibliography style in +section~\ref{sec:entrytypes}, s.v.\ \enquote{\textsf{letter,}} should +get you started. There are a few wrinkles, related to date +specifications, that I shall attempt to clarify here. If you look at +white:ross and white:russ, you'll see the worst-case scenario, when +you want to present two letters from the same published collection, +which two letters were written in the same year. The +\texttt{cmsdate=on} call in the \textsf{options} field means that it +will be the \textsf{origdate}, i.e., the year the letter was written, +that will head the entry (and appear in a citation). Since the two +letters are from the same year, the \textsf{origdate} field can't +actually be used, as \textsf{biblatex} will only append the letters +\texttt{a,b,c} etc.\ to a \textsf{date}, so we place the +\textsf{origdate} in the \textsf{date} field and put +\texttt{switchdates} in the \textsf{options} field. The latter is +necessary because the entry doesn't have both dates, which would turn +on the \texttt{switchdates} mechanism automatically if the +\textsf{date} were earlier than the \textsf{origdate}. This is the +case, in turn, because we are using the \textsf{xref} mechanism to +refer to the whole published collection (white:total), so that entry +provides the \textsf{date} for the shortened cross-reference included +in the list of references. + +\mylittlespace If this all seems clear as mud, I'm not surprised, but +let me suggest that you experiment with the different date settings to +see what kinds of effects they have on the final result, and also read +the documentation of the \textsf{date} field in +section~\ref{sec:fields:authdate} below. + +\mybigspace This \mymarginpar{\textbf{manual}} is the second of two +traditional \textsc{Bib}\TeX\ entry types that the \emph{Manual} +suggests formatting as books, the other being \textsf{booklet}. As +with this latter, I have retained it in +\textsf{biblatex-chicago-authordate} for backward compatibility, its +main peculiarity being that, in the absence of a named author, the +\textsf{organization} producing the manual will be provided both as +author and as publisher. In such a case, you'll also need a +\textsf{sortkey} field to aid \textsf{biblatex's} alphabetization +routines. (You can give a shortened form of the \textsf{organization} +in the \textsf{shortauthor} field for text citations, if needed.) Of +course, if you were to use a \textsf{book} entry for such a reference, +then you would need to 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 +\textsf{misc} entry type was designed as a hold-all for citations that +didn't quite fit into other categories. In \textsf{biblatex-chicago}, +I have somewhat extended its applicability, while retaining its +traditional use. Put simply, with no \textsf{entrysubtype} field, a +\textsf{misc} entry will retain backward compatibility with the +standard styles, so the usual \textsf{howpublished}, \textsf{version}, +and \textsf{type} fields are all available for specifying an otherwise +unclassifiable text, and the \textsf{title} will be italicized. (The +\emph{Manual}, you may wish to note, doesn't give specific +instructions on how such citations should be formatted, so when using +the Chicago style I would recommend you have recourse to this +traditional entry type as sparingly as possible.) + +\mylittlespace If you do provide an \textsf{entrysubtype} field, the +\textsf{misc} type provides a means for citing unpublished letters, +memoranda, private contracts, wills, interviews, and the like, making +it something of an unpublished analogue to the \textsf{letter} and +\textsf{article} entry types (which see). Typically, such an entry +will cite part of an archive, and equally typically the text cited +won't have a specific title, but only a generic one, whereas an +\textsf{unpublished} entry will ordinarily have a specific author and +title, and won't come from a named archive. As a rule, and as with +the \textsf{letter} type, the \emph{Manual} (17.233) suggests that the +list of references will usually contain only the name of the whole +archived collection, with more specific information about individual +items provided in the text, \enquote{outside the parentheses.} If, on +the other hand, \enquote{only one item from a collection has been + mentioned in text, the entry may begin with the writer's name (if + known).} (See 17.205-206, 17.220, 17.222-232; house:papers cites a +whole archive, while creel:house, dinkel:agassiz, and spock:interview +cite individual pieces.) + +\mylittlespace As far as constructing your .bib entry goes, you should +first know that, like the \textsf{inreference} and \textsf{reference} +types, the absence of any date will not result in the \enquote{n.d.} +abbreviation automatically being provided. As for presenting the +date, the \emph{Manual} draws a distinction between archival material +that is \enquote{letter-like} (letters, memoranda, reports, telegrams) +and that which isn't (interviews, wills, contracts, or even personal +communications you've received and which you wish to cite). This may +not always be the easiest distinction to draw, and in previous +releases of \textsf{biblatex-chicago} I have been ignoring it, but +once you've decided to classify it one way or the other you put the +date in the \textsf{origdate} field for letters, etc.\ (creel:house), +and into the \textsf{date} field for the others (spock:interview). +Like with the \textsf{letter} type, if you've used the +\textsf{origdate} field, you need to put \texttt{cmsdate=on} in the +\textsf{options} field to make sure that that year appears at the head +of the entry (and in citations). (Cf.\ particularly the documentation +in section~\ref{sec:fields:authdate} below, s.v.\ \enquote{date}, and +also the \textsf{letter} type above for some of the date-related +complications that can arise, and how you can address them with +judicious use of the \textsf{options}, \textsf{date}, and +\textsf{origdate} fields.) + +\mylittlespace As in \textsf{letter} entries, the titles of +unpublished letters are of the form \texttt{Author to Recipient}, and +further information can be given in the \textsf{titleaddon} field. +Interviews or similar pieces will have a different sort of title, but +all types will use the \textsf{note}, \textsf{organization}, +\textsf{institution}, and \textsf{location} fields (in ascending order +of generality) to identify the archive, 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.) + +\mylittlespace When your .bib entry refers to an entire archived +collection, then you may wish to use the word +\enquote{\texttt{classical}} as your \textsf{entrysubtype}, which will +have no effect on the list of references but will change the look of +the in-text citations (house:papers). Instead of any date, the +citation will include the \textsf{title}, separated from the +\textsf{author's} name by a space, e.g., (House Papers). This same +arrangement, happily, allows you easily to cite individual books of +the Bible, and also certain other sacred texts (17.246--49; genesis). +Please see under \textsf{entrysubtype} in +section~\ref{sec:fields:authdate} below for all the details of the +\texttt{classical} toggle. + +\mylittlespace In all this class of archived material, the +\emph{Manual} (17.222) quite specifically requires more consistency +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 The \mymarginpar{\textbf{online}} \emph{Manual}'s +instructions (17.142--147, 17.198, 17.234--237) for citing online +materials are slightly different from those suggested by standard +\textsf{biblatex}. Indeed, this is a case where complete backward +compatibility with other \textsf{biblatex} styles may be impossible, +because as a general rule the \emph{Manual} considers relevant not +only where a source is found, but also the nature of that source, +e.g., if it's an online edition of a book (james:ambassadors), then it +calls for a \textsf{book} entry. Even if you cite an +\enquote{intrinsically online} source, if that source is structured +more or less like a conventional printed periodical, then you'll +probably want to use \textsf{article} or \textsf{review} instead of +\textsf{online} (stenger:privacy, which cites \emph{CNN.com} --- +\emph{Yahoo!\ News} is another example that would be treated in such a +way). If the \enquote{standard facts of publication} are missing, +then the \textsf{online} type is usually the best choice +(evanston:library, powell:email). Some online materials will, no +doubt, make it difficult to choose an entry type, but so long as all +locating information is present, then perhaps that is enough to +fulfill the specification, or at least so I'd like to hope. + +\mylittlespace Constructing an \textsf{online} .bib file entry is much +the same as in \textsf{biblatex}. The \textsf{title} field would +contain the title of the page, the \textsf{organization} field could +hold the title or owner of the whole site. If there is no specific +title for a page, but only a generic one (powell:email), then in the +author-date style the \textsf{title} will serve just as well as +\textsf{titleaddon}, which latter is required for the notes \&\ +bibliography style. + +\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 +with other \textsf{biblatex} styles. The important date, as far as +Chicago is concerned, is the filing date. If a patent has been filed +but not yet granted, then you can place the filing date in either the +\textsf{date} field or the \textsf{origdate} field, and +\textsf{biblatex-chicago-authordate} will automatically prepend the +bibstring \texttt{patentfiled} to it. If the patent has been granted, +then you put the filing date in the \textsf{origdate} field, and you +put the date it was issued in the \textsf{date} field, to which the +bibstring \texttt{patentissued} will automatically be prepended. In +this entry type, and in no other, the \texttt{cmsdate=on} option is +turned on by default, so that the filing date will be at the head of +the entry in the list of references and in the citation, as well. If +you have more than one patent by the same author(s) filed in the same +year, and if one or both of them have also been granted, then you'll +need to reverse the dates (or put \texttt{switchdates} in the +\textsf{options} field) so that \enquote{a,b,c} etc.\ can be appended +to the year. (If there is just the one, filing, date, please don't +use the \texttt{switchdates} option.) The patent number goes in the +\textsf{number} field, and you should use the standard +\textsf{biblatex} bibstrings in the \textsf{type} field. Though it +isn't mentioned by the \emph{Manual}, +\textsf{biblatex-chicago-authordate} will print the \textsf{holder} +after the \textsf{author}, if you provide one. See petroff:impurity. + +\mybigspace This \mymarginpar{\textbf{periodical}} is the standard +\textsf{biblatex} entry type for presenting an entire issue of a +periodical, rather than one article within it. It has the same +function in \textsf{biblatex-chicago}, and in the main uses the same +fields, though in keeping with the system established in the +\textsf{article} entry type (which see) you'll need to provide +\textsf{entrysubtype} \texttt{magazine} if the periodical you are +citing is a \enquote{newspaper} or \enquote{magazine} instead of a +\enquote{journal.} Also, remember that the \textsf{note} field is the +place for identifying strings like \enquote{special issue,} with its +initial lowercase letter to activate the automatic capitalization +routines, though this isn't strictly necessary in the author-date +style. (See \emph{Manual} 17.170; good:wholeissue.) + +\mybigspace This \mymarginpar{\textbf{reference}} entry type is +aliased to \textsf{collection} by the standard \textsf{biblatex} +styles, but I intend it to be used in cases where you need to cite a +reference work but not an alphabetized article or articles in that +work. This could be because it doesn't contain such articles, and yet +you still want the entry in the list of references to start with the +\textsf{title}. Indeed, the only differences between it and +\textsf{inreference} are the lack of a \textsf{lista} field to present +an alphabetized entry, and the fact that any \textsf{postnote} field +will be printed verbatim, rather than formatted as an alphabetized +entry. (Cf.\ \textsf{inreference}, above.) + +\mybigspace This \mymarginpar{\textbf{report}} entry type is a +\textsf{biblatex} generalization of the traditional \textsc{Bib}\TeX\ +type \textsf{techreport}. Instructions for such entries are rather +thin on the ground in the \emph{Manual} (17.241), so I have followed +the generic advice about formatting it like a book, and hope that the +results conform to the specification. Its main peculiarities are the +\textsf{institution} field in place of a \textsf{publisher}, the +\textsf{type} field for identifying the kind of report in question, +and the \textsf{isrn} field containing the International Standard +Technical Report Number of a technical report. As in standard +\textsf{biblatex}, if you use a \textsf{techreport} entry, then the +\textsf{type} field automatically defaults to +\cmd{bibstring\{techreport\}}. As with \textsf{booklet} and +\textsf{manual}, you can also use a \textsf{book} entry, putting the +report type in \textsf{note} and the \textsf{institution} in +\textsf{publisher}. (See herwign:office.) + +\mybigspace As \mymarginpar{\textbf{review}} its name suggests, this +entry type was designed for reviews published in periodicals, and if +you've already read the \textsf{article} documentation above you'll +know that I haven't yet found an example where you absolutely need to +use it for the author-date style. The code to process such an entry +remains in \textsf{biblatex-chicago-authordate}, so if you are +building a .bib file for use with both Chicago styles then any +\textsf{review} entries in it will work fine in both, but otherwise +the \textsf{article} type will suffice. If you find I'm wrong about +this, please let me know. (Cf.\ barcott:review, bundy:macneil, +Clemens:letter, gourmet:052006, kozinn:review, nyt:trevorobit, +ratliff:review, unsigned:ranke, wallraff:word.) + +\mybigspace This \mymarginpar{\textbf{suppbook}} is the entry type to +use if the main focus of a reference is supplemental material in a +book or in a collection, e.g., an introduction, afterword, or forward, +either by the same or by a different author. There are two mechanisms +in \textsf{biblatex-chicago} for producing such a citation. First, +these three just-mentioned types of material, and only these three +types, can be referenced using the \textsf{introduction}, +\textsf{afterword}, or \textsf{foreword} fields, a system that +requires you simply to define one of them in any way and leave the +others undefined. The macros don't use the text provided by such an +entry, they merely check to see if one of them is defined, in order to +decide which sort of pre- or post-matter is at stake, and to print the +appropriate string before the \textsf{title} in the list of +references, and possibly also in the list of shorthands. This +mechanism works without modification across multiple languages, but I +have also provided functionality which allows you to cite any sort of +supplemental material whatever, using the \textsf{type} field. Under +this second system, simply put the nature of the material, including +the relevant preposition, in that field, beginning with a lowercase +letter so \textsf{biblatex} can decide whether it needs capitalization +depending on the context. Examples might be \enquote{\texttt{preface + to}} or \enquote{\texttt{colophon of}.} (Please note, however, +that unless you use a \cmd{bibstring} command in the \textsf{type} +field, the resultant entry will not be portable across languages.) + +\mylittlespace The other rules for constructing your .bib entry remain +the same. The \textsf{author} field refers to the author of the +introduction or afterword, while \textsf{bookauthor} refers to the +author of the main text of the work, if the two differ. If the focus +of the reference is the main text of the book, but you want to mention +the name of the writer of an introduction or afterword for +completeness, then the normal \textsf{biblatex} rules apply, and you +can just put their name in the appropriate field of a \textsf{book} +entry, that is, in the \textsf{foreword}, \textsf{afterword}, or +\textsf{introduction} field. (See \emph{Manual} 17.74--75; +friedman:intro, polakow:afterw, prose:intro). + +\mybigspace This \mymarginpar{\textbf{suppcollection}} fulfills a +function analogous to \textsf{suppbook}. Indeed, I believe the +\textbf{suppbook} type can serve to present supplemental material in +both types of work, so this entry type is an alias to +\textsf{suppbook}, which see. + +\mybigspace This \mymarginpar{\textbf{suppperiodical}} type is +intended to allow reference to generically-titled works in +periodicals, such as regular columns or letters to the editor. +\textsf{Biblatex} also provides the \textsf{review} type for this +purpose, and in the notes \&\ bibliography style +\textsf{suppperiodical} is an alias of \textsf{review}. In the +author-date style, however, as discussed above, you really only need +the \textsf{article} entry type for this purpose, though I have +retained \textsf{suppperiodical} in order to facilitate switching +between the two Chicago styles. + +\subsection{Entry Fields} +\label{sec:fields:authdate} + +The following discussion presents, in alphabetical order, a complete +list of the entry fields you will need to use +\textsf{biblatex-chicago-authordate}. As in +section~\ref{sec:types:authdate}, I shall include references to the +numbered paragraphs of the \emph{Chicago Manual of Style}, and also to +the entries in \textsf{dates-test.bib}. Many fields are most easily +understood with reference to other, related fields. In such cases, +cross references should allow you to find the information you need. + +\mybigspace As \mymarginpar{\textbf{addendum}} in standard +\textsf{biblatex}, this field allows you to add miscellaneous +information to the end of an entry, after publication data but before +any \textsf{url} or \textsf{doi} field. In the \textsf{patent} entry +type (which see), it will be printed in close association with the +filing and issue dates. In any entry type, if your data begins with a +word that would ordinarily only be capitalized at the beginning of a +sentence, then simply ensure that that word is in lowercase, and the +style will take care of the rest. Cf.\ \textsf{note}. (See +\emph{Manual} 17.145, 17.123; davenport:attention, natrecoff:camera.) + +\mybigspace In most \mymarginpar{\textbf{afterword}} circumstances, +this field will function as it does in standard \textsf{biblatex}, +i.e., you should include here the author(s) of an afterword to a given +work. The \emph{Manual} suggests that, as a general rule, the +afterword would need to be of significant importance in its own right +to require mentioning in the reference apparatus, but this is clearly +a matter for the user's judgment. As in \textsf{biblatex}, if the +name given here exactly matches that of an editor and/or a translator, +then \textsf{biblatex-chicago} will concatenate these fields in the +formatted references. + +\mylittlespace As noted above, however, this field has a special +meaning in the \textsf{suppbook} entry type, used to make an +afterword, foreword, or introduction the main focus of a citation. If +it's an afterword at issue, simply define \textsf{afterword} any way +you please, leave \textsf{foreword} and \textsf{introduction} +undefined, and \textsf{biblatex-chicago} will do the rest. Cf.\ +\textsf{foreword} and \textsf{introduction}. (See \emph{Manual} 17.46, +17.74; polakow:afterw.) + +\mybigspace At \mymarginpar{\textbf{annotation}} the request of Emil +Salim, \textsf{biblatex-chicago} has, as of version 0.9, added a +package option (see \texttt{annotation} below, section +\ref{sec:useropts}) to allow you to produce annotated lists of +references. The formatting of such a list is currently fairly basic, +though it conforms with the \emph{Manual's} minimal guidelines +(16.77). The default in \textsf{chicago-authordate.cbx} is to define +\cmd{DeclareFieldFormat\{an\-notation\}} using \cmd{par}\cmd{nobreak} +\cmd{vskip} \cmd{bibitemsep}, though you can alter it by re-declaring +the format in your preamble. The page-breaking algorithms don't +always give perfect results here, but the default formatting looks, to +my eyes, fairly decent. In addition to tweaking the field formatting +you can also insert \cmd{par} (or even \cmd{vadjust\{\cmd{eject}\}}) +commands into the text of your annotations to improve the appearance. +Please consider the \texttt{annotation} option a work in progress, but +it is usable now. (N.B.: The \textsc{Bib}\TeX\ field \textsf{annote} +serves as an alias for this.) + +\mybigspace I \mymarginpar{\textbf{annotator}} have implemented this +\textsf{biblatex} field pretty much as that package's standard styles +do, even though the \emph{Manual} doesn't actually mention it. It may +be useful for some purposes. Cf.\ \textsf{commentator}. + +\mybigspace For \mymarginpar{\textbf{author}} the most part, I have +implemented this field in a completely standard \textsc{Bib}\TeX\ +fashion. Remember that corporate or organizational authors need to +have an extra set of curly braces around them (e.g., +\texttt{\{\{Associated Press\}\}}\,) to prevent \textsc{Bib}\TeX\ from +treating one part of the name as a surname (17.47, 17.197; +assocpress:gun, chicago:manual). If there is no \textsf{author}, then +\textsf{biblatex-chicago} will look, in sequence, for an +\textsf{editor}, \textsf{translator}, or \textsf{compiler} (actually +\textsf{namec}, currently) and use that name (or those names) instead, +followed by the appropriate identifying string (esp.\ 17.41, also +17.28--29, 17.88, 17.95, 17.172; boxer:china, brown:bremer, +harley:cartography, schellinger:novel, sechzer:women, silver:ga\-wain, +soltes:georgia). Please note that when a \textsf{namec} appears at +the head of an entry, you'll need to assist \textsf{biblatex}'s +sorting algorithms by providing a \textsf{sortkey} field to ensure +correct alphabetization in the list of references. Also, a +\textsf{shortauthor} field is necessary to provide a name for +citations. + +\mylittlespace As its name suggests, the author-date style very much +wants to have a name of some sort present both for the entries in the +list of references and for the in-text citations. Indeed, +\enquote{this system works best where all or most of the sources are + easily convertible to author-date references} (16.4). The +\emph{Manual} is nothing if not flexible, however, so with unsigned +articles or encyclopedia entries the \textsf{journaltitle} or +\textsf{title} may take the place of the \textsf{author} +(gourmet:052006, lakeforester:pushcarts, nyt:trevorobit, +unsigned:ranke, wikipedia:bibtex). Even in such \textsf{article} +entries, however, it may be advantageous to provide a (formatted and +abbreviated) \textsf{shortauthor} field to keep the in-text citations +to a reasonable length, though not at the expense of making it hard to +find the relevant entries in the reference list. + +\mylittlespace If you wish to emphasize the activity of an editor or a +translator, you can use the \textsf{biblatex} and +\textsf{biblatex-chicago} options \texttt{useauthor=false}, +\texttt{useeditor=false}, \texttt{usetranslator=false}, and +\texttt{usecompiler=false} in the \textsf{options} field to choose +which one appears at the head of an entry. A peculiarity of this +system of toggles is that in order to ensure that the \textsf{title} +of a book appears at the head of an entry, you would need to use +\emph{all four} of the toggles, even though the hypothetical entry +contains no \textsf{translator}. Internally, +\textsf{biblatex-chicago} is either searching for an +author-substitute, or it is skipping over elements of the ordered, +unidirectional chain \textsf{author -> editor -> translator -> + compiler -> title}. If you don't include +\texttt{usetranslator=false} in the \textsf{options} field, then the +package begins its search at \textsf{translator} and continues on to +\textsf{namec}, even though you have \texttt{usecompiler=false} in +\textsf{options}. The result will be that the compilers' names will +appear at the head of the entry. If you want to skip over parts of +the chain, you must turn off \emph{all} of the parts up to the one you +wish printed. + +\mylittlespace This system of toggles, then, can turn off +\textsf{biblatex-chicago}'s mechanism for finding a name to place at +the head of an entry, but it also very usefully adds the possibility +of citing a work with an \textsf{author} by its editor, compiler or +translator instead (17.45; eliot:pound), something that wasn't +possible before. For full details of how this works, see the +\textsf{editortype} documentation below. (Of course, in +\textsf{collection} and \textsf{proceedings} entry types, an +\textsf{author} isn't expected, so there the \textsf{editor} is +required, as in standard \textsf{biblatex}. Also, in \textsf{article} +entries with \textsf{entrysubtype} \texttt{magazine}, the absence of +an \textsf{author} triggers the use of the \textsf{journaltitle} in +its stead. See those entry types for further details.) + +\mylittlespace \textbf{NB}: The \emph{Manual} provides specific +instructions for formatting the names of both anonymous and +pseudonymous authors (17.32--39). The use of \enquote{Anonymous} as +the name is \enquote{generally to be avoided,} but may in some cases +be useful \enquote{in a bibliography in which several anonymous works + need to be grouped.} I would add that sometimes it's the simplest +option for a difficult citation --- cf.\ virginia:plantation, where +placing \enquote{\texttt{Anon.}\hspace{-2pt}}\ in the \textsf{author} +field seems about the only way to fit this text into the author-date +style. If \enquote{the authorship is known or guessed at but was + omitted on the title page,} then you need to use the +\textsf{authortype} field to let \textsf{biblatex-chicago} know this +fact. If the author is known (horsley:prosodies), then put +\texttt{anon} in the \textsf{authortype} field, if guessed at +(cook:sotweed) put \texttt{anon?}\ there. (In both cases, +\textsf{biblatex-chicago} tests for these \emph{exact} strings, so +check your typing if it doesn't work.) This will have the effect of +enclosing the name in square brackets, with or without the question +mark indicating doubt. As long as you have the right string in the +\textsf{authortype} field, \textsf{biblatex-chicago-authordate} will +also do the right thing automatically in text citations. + +\enlargethispage{-\baselineskip} + +\mylittlespace The \textsf{nameaddon} field furnishes the means to +cope with the case of pseudonymous authorship. If the author's real +name isn't known, simply put \texttt{pseud.}\ (or +\cmd{bibstring\{pseudonym\}}) in that field (centinel:letters). If +you wish to give a pseudonymous author's real name, simply include it +there, formatted as you wish it to appear, as the contents of this +field won't be manipulated as a name by \textsf{biblatex} +(lecarre:quest, stendhal:parma). If you have given the author's real +name in the \textsf{author} field, then the pseudonym goes in +\textsf{nameaddon}, in the form \texttt{Firstname Lastname, pseud.}\ +(creasey:ashe:blast, creasey:morton:hide, creasey:\\york:death). This +latter method will allow you to keep all references to one author's +work under different pseudonyms grouped together in the list of +references, a method recommended by the \emph{Manual}. + +\mylittlespace One final piece of advice. An institutional author's +name, or a journal's name being used in place of an author, can be +rather too long for in-text citations. In unsigned:ranke I placed an +abbreviated form of the \textsf{journaltitle} into +\textsf{shortauthor}, a practice condoned by the \emph{Manual} +(17.159) even in author-date reference lists. In iso:electrodoc, I +provided a \textsf{shorthand} field, which by default in +\textsf{biblatex-chicago-authordate} will appear in text citations and +will produce an entry in a list of shorthands that clarifies the +abbreviation. (A future release of \textsf{biblatex-chicago} will +allow you to explain the abbreviation inside the list of references +itself, as suggested by the \emph{Manual}, 17.47.) Please see +\textsf{shorthands} below for the details. + +\mybigspace In \mymarginpar{\textbf{authortype}} +\textsf{biblatex-chicago}, this field serves a function very much in +keeping with the spirit of standard \textsf{biblatex}, if not with its +letter. Instead of allowing you to change the string used to identify +an author, the field allows you to indicate when an author is +anonymous, that is, when his or her name doesn't appear on the title +page of the work you are citing. As I've just detailed under +\textsf{author}, the \emph{Manual} generally discourages the use of +\enquote{Anonymous} (or \enquote{Anon.} as an author, though in some +cases it may well be your best option. If, however, the name of the +author is known or guessed at, then you're supposed to enclose that +name within square brackets, which is exactly what +\textsf{biblatex-chicago} does for you when you put either +\texttt{anon} (author known) or \texttt{anon?} (author guessed at) in +the \textsf{authortype} field. (Putting the square brackets in +yourself doesn't work right, hence this mechanism.) The macros test +for these \emph{exact} strings, so check your typing if you don't see +the brackets. Assuming the strings are correct, +\textsf{biblatex-chicago} will also automatically do the right thing +in the short note form. (See the \textsf{author} docs just above. +Also \emph{Manual} 17.33--34; cook:sotweed, horsley:prosodies.) + +\mybigspace For \mymarginpar{\textbf{bookauthor}} the most part, as in +\textsf{biblatex}, a \textsf{bookauthor} is the author of a +\textsf{booktitle}, so that, for example, if one chapter in a book has +different authorship from the book as a whole, you can include that +fact in a reference (17.75; will:cohere). Keep in mind, however, that +the entry type for introductions, forewords and afterwords +(\textsf{suppbook}) uses \textsf{bookauthor} as the author of +\textsf{title} (polakow:afterw, prose:intro). + +\mybigspace This, \mymarginpar{\vspace{-12pt}\textbf{bookpagination}} +a standard \textsf{biblatex} field, allows you automatically to prefix +the appropriate string to information you provide in a \textsf{pages} +field. If you leave it blank, the default is to print no identifying +string (the equivalent of setting it to \texttt{none}), as this is the +practice the \emph{Manual} recommends for nearly all page numbers. +Even if the numbers you cite aren't pages, but it is otherwise clear +from the context what they represent, you can still leave this blank. +If, however, you specifically need to identify what sort of unit the +\textsf{pages} field represents, then you can either hand-format that +field yourself, or use one of the provided bibstrings in the +\textsf{bookpagination} field. These bibstrings currently are +\texttt{column,} \texttt{line,} \texttt{paragraph,} \texttt{page,} +\texttt{section,} and \texttt{verse}, all of which are used by +\textsf{biblatex's} standard styles. + +\mylittlespace There are two points that may need explaining here. +First, all the bibstrings I have just listed follow the Chicago +specification, which may be confusing if they don't produce the +strings you expect. Second, remember that \textsf{bookpagination} +applies only to the \textsf{pages} field --- if you need to format a +citation's \textsf{postnote} field, then you must use +\textsf{pagination}, which see (15.45--46, 17.128--138). + +\mybigspace The \mymarginpar{\textbf{booksubtitle}} subtitle for a +\textsf{booktitle}. See the next entry for further information. + +\mybigspace In \mymarginpar{\textbf{booktitle}} the +\textsf{bookinbook}, \textsf{inbook}, \textsf{incollection}, +\textsf{inproceedings}, and \textsf{letter} entry types, the +\textsf{booktitle} field holds the title of the larger volume in which +the \textsf{title} itself is contained as one part. It is important +not to confuse this with the \textsf{maintitle}, which holds the more +general title of multiple volumes, e.g., \emph{Collected Works}. It +is perfectly possible for one .bib file entry to contain all three +sorts of title (euripides:orestes, plato:republic:gr). You may also +find a \textsf{booktitle} in other sorts of entries (e.g., +\textsf{book} or \textsf{collection}), but there it will almost +invariably be providing information for the \textsc{Bib}\TeX\ +cross-referencing apparatus (prairie:state), which I discuss below +(\textbf{crossref}). The \textsf{booktitle} takes sentence-style +capitalization in author-date. + +\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 +ordinarily only be capitalized at the beginning of a sentence, then +simply ensure that that word is in lowercase, and +\textsf{biblatex-chicago} will automatically do the right thing. + +\mybigspace This \mymarginpar{\textbf{chapter}} field holds the +chapter number, mainly useful only in an \textsf{inbook} or an +\textsf{incollection} entry where you wish to cite a specific chapter +of a book (ashbrook:brain). + +\mybigspace I \mymarginpar{\textbf{commentator}} have implemented this +\textsf{biblatex} field pretty much as that package's standard styles +do, even though the \emph{Manual} doesn't actually mention it. It may +be useful for some purposes. Cf.\ \textsf{annotator}. + +\mybigspace \textsf{Biblatex} \mymarginpar{\textbf{crossref}} uses the +standard \textsc{Bib}\TeX\ cross-referencing mechanism, and has also +introduced a modified one of its own (\textsf{xref}). The +\textsf{crossref} field works exactly the same as it always has, while +\textsf{xref} attempts to remedy some of the deficiencies of the usual +mechanism by ensuring that child entries will inherit no data at all +from their parents. Having said all that, a few further instructions +may be in order for users of both \textsf{biblatex} and +\textsf{biblatex-chicago}. First, remember that fields in a +\textsf{collection} entry, for example, differ from those in an +\textsf{incollection} entry. In order for the latter to inherit the +\textsf{booktitle} field from the former, the former needs to have +such a field defined, even though a \textsf{collection} entry has no +use itself for such an entry (see ellet:galena, keating:dearborn, +lippincott:chicago, and prairie:state). Note also that an entry with +a \textsf{crossref} field will mechanically try to inherit all +applicable fields from the entry it cross-references. In the case of +ellet:galena et al., you can see that this includes the +\textsf{subtitle} field found in prairie:state, which would then, +quite incorrectly, be added to the \textsf{title} of ellet:galena. In +cases like these, you could just make sure that prairie:state didn't +contain such a field, by placing the entire title + subtitle in the +\textsf{title} field, separated by a colon. Alternatively, as you can +see in ellet:galena, you can just define an empty \textsf{subtitle} +field to prevent it inheriting the unwanted subtitle from +prairie:state. + +\mylittlespace Turning now more narrowly to \textsf{biblatex-chicago}, +the \emph{Manual} (17.70) specifies that if you cite several +contributions to the same collection, all (including the collection +itself) may be listed separately in the list of references, which the +package does automatically, using the default inclusion threshold of 2 +in the case both of \textsf{crossref}'ed and \textsf{xref}'ed entries. +(The familiar \cmd{nocite} command may also help in some +circumstances.) In the list of references an abbreviated form will be +appropriate for all the child entries. The current version of +\textsf{biblatex-chicago-authordate} implements these instructions, +but only if you use a \textsf{crossref} or an \textsf{xref} field, and +only in \textsf{incollection}, \textsf{inproceedings}, or +\textsf{letter} entries (on the last named, see just below). If you +look at ellet:galena, keating:dearborn, lippincott:chicago, and +prairie:state you'll see this mechanism in action in the list of +references. If you wish to disable this, then simply don't use a +\textsf{crossref} or \textsf{xref} field in your entries. + +%\enlargethispage{\baselineskip} + +\mylittlespace A published collection of letters requires a somewhat +different treatment (17.77--78). If you cite more than one letter +from the same collection, then the \emph{Manual} specifies that only +the collection itself --- probably in a \textsf{book} entry --- should +appear in the list of references. In the author-date style, it +discourages individual letters from appearing in that list at all, +even if only one is cited from a collection. If you have special +reason to do so, however, you can still present individual published +letters there, and they too can use the system of shortened references +just outlined, even though the \emph{Manual} doesn't explicitly +require it. As with \textsf{incollection} and \textsf{inproceedings}, +mere use of a \textsf{crossref} or \textsf{xref} field will activate +this mechanism, while avoidance of said fields will disable it. (See +white:ross:memo, white:russ, and white:total, for examples of the +\textsf{xref} field in action in this way, and please note that the +second of these entries is entirely fictitious, provided merely for +the sake of example.) + +\mylittlespace I should also take this opportunity to mention that you +need to be careful when using the \textsf{shorthand} field in +conjunction with the \textsf{crossref} or \textsf{xref} fields, +bearing in mind the complicated questions of inheritance posed by all +such cross-references, most especially in \textsf{letter}, +\textsf{incollection}, and \textsf{inproceedings} entries. A +\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 +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 +most entry types, supply a missing \cmd{bibstring\{nodate\}} if there +is no date otherwise provided; citations will look like (Author n.d.), +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}, +\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 +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 +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 +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, +however, in \textsf{article}, \textsf{misc}, \textsf{online}, +\textsf{patent}, and \textsf{unpublished} entries, for all of which +any day or month provided will be printed later in the reference list +entry. The \emph{Manual} is a little inconsistent when presenting the +names of months in the author-date style, but currently +\textsf{biblatex-chicago-authordate} uses abbreviated forms, which you +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 +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 +little more complicated than I had hoped, but I shall attempt to +explain it here as clearly as I can. If a reprinted book, say, has +both a \textsf{date} of publication for the reprint edition and an +\textsf{origdate} for the original edition, then by default +\textsf{biblatex-chicago-authordate} will use the \textsf{date} in +citations and at the head of the entry in the reference list. If you +inform \textsf{biblatex-chicago} that the book is a reprint by putting +the string \texttt{reprint} in the \textsf{pubstate} field, then a +parenthetical notice will be printed at the end of the entry saying +\enquote{(Orig.\ pub.\ 1898.)} With no \textsf{pubstate} field (and +no \texttt{cmsdate} option), the algorithms will ignore the +\textsf{origdate}. + +\mylittlespace If, for any reason, you wish the \textsf{origdate} to +appear at the head of the entry, then you need to use the +\texttt{cmsdate} toggle in the \textsf{options} field. This has 4 +possible states: + +\begin{enumerate} +\item \texttt{cmsdate=on} prints the \textsf{origdate} at the head of + the entry in the list of references and in citations: (Author 1898). +\item \texttt{cmsdate=new} prints both the \textsf{origdate} and the + \textsf{date}, using the \emph{Manual's}\ \enquote{new} format: + (Author 1898/1952). +\item \texttt{cmsdate=old} prints both the \textsf{origdate} and the + \textsf{date}, using the \emph{Manual's}\ \enquote{old} format: + (Author [1898] 1952). +\item \texttt{cmsdate=off} is the default, discussed above: + (Author 1952). +\end{enumerate} + +In the first three cases, if you put the string \texttt{reprint} in +the \textsf{pubstate} field, then the publication data in the list of +references will include a notice, formatted according to the +specifications, that the modern, cited edition is a reprint. In the +first case, since the \textsf{date} hasn't yet been printed, this +publication data will also include the date of the modern reprint. + +\mylittlespace Let us imagine, however, that your list of references +contains another book by the same author, also a reprint edition: +(Author 1896/1974). How will these two works be ordered in the list +of references? By whatever appears in the \textsf{date} field, +\emph{always}, which in this case will be wrong, because the entries +should always be ordered by the \emph{first} date to appear there, in +this case the contents of \textsf{origdate}. In this example, the +solution can be as simple as a \textsf{sortyear} field set to +something earlier than the date of the other work, e.g., 1951. + +\mylittlespace And if the original publication dates of the two works +are the same? Just as when it is ordering entries, \textsf{biblatex} +will only process the contents of the \textsf{date} field when it is +deciding whether to add the alphabetical suffix (\texttt{a,b,c} etc.) +to the year to distinguish different works by the same author +published in the same year. You can't even put the suffix on yourself +because the \textsf{origdate} field only accepts numerical data. +Citations of the two works should read, e.g., (Author 1898a) and +(Author 1898b), but will in fact read, ambiguously, (Author 1898) and +(Author 1898). Here we are forced to resort to an unusual expedient, +which amounts to switching the two date fields, placing the earlier +date in \textsf{date} and the later one in \textsf{origdate}. +\textsf{Biblatex-chicago-authordate} tests for this condition using a +simple arithmetical comparison between the two years, then printing +the two dates according to the state of the \texttt{cmsdate} toggle. +The four states of this toggle are the same as before, but there are +only three possible outcomes, as follows: + +\begin{enumerate} +\item \texttt{cmsdate=off} (the default) and \texttt{cmsdate=on} + \emph{both} print the \textsf{date} at the head of the entry in the + list of references and in citations: (Author 1898a), (Author 1898b). +\item \texttt{cmsdate=new} prints both the \textsf{date} and the + \textsf{origdate}, using the \emph{Manual's}\ \enquote{new} format: + (Author 1898a/1952), (Author 1898b/1974). +\item \texttt{cmsdate=old} prints both the \textsf{date} and the + \textsf{origdate}, using the \emph{Manual's}\ \enquote{old} format: + (Author [1898a] 1952), (Author [1898b] 1974). +\end{enumerate} + +If, for some reason, the automatic switching of the dates cannot be +achieved, perhaps in crossref'd \textsf{letter} entries that you +really want to have in your list of references (white:ross:memo, +white:russ), or perhaps in a reprint edition that that hasn't yet +appeared in print (preventing the comparison between a year and the +word \enquote{forthcoming}), then you can use the per-entry option +\texttt{switchdates} in the \textsf{options} field to achieve the +required effects. It may also be worth remarking that the +instructions in the \emph{Manual} aren't entirely clear on the subject +of the alphabetical affix when both dates are used in a citation or at +the head of an entry. It's possible that the differentiation between +(Author 1898/1952) and (Author 1898/1974) is good enough without +affixing anything to the first year, but then in this situation you +would have to be using either \texttt{cmsdate=new} or +\texttt{cmsdate=old}, so the switching functionality at least allows +maximum flexibility. + +\mylittlespace Finally, in the \textsf{misc} entry type this field can +help to distinguish between two classes of archival material, letters +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}. + +\mybigspace This \mymarginpar{\textbf{day}} field, as of +\textsf{biblatex} 0.9, is obsolete, and will be ignored if you use it +in your .bib files. Use \textsf{date} instead. + +\mybigspace Standard \mymarginpar{\textbf{doi}} \textsf{biblatex} +field. The Digital Object Identifier of the work, which the +\emph{Manual} suggests you can use \enquote{in place of page numbers + or other locators} (17.181; friedman:learn\-ing). Cf.\ +\textsf{url}. + +\mybigspace Standard \mymarginpar{\textbf{edition}} \textsf{biblatex} +field. If you enter a plain cardinal number, \textsf{biblatex} will +convert it to an ordinal (chicago:manual), followed by the appropriate +string. Any other sort of edition information will be printed as is, +though if your data begins with a word (or abbreviation) that would +ordinarily only be capitalized at the beginning of a sentence, then +simply ensure that that word (or abbreviation) is in lowercase, and +\textsf{biblatex-chicago} will automatically do the right thing +(babb:peru, times:guide). In most situations, the \emph{Manual} +generally recommends the use of abbreviations in the list of +references, but there is room for the user's discretion in specific +citations (emerson:nature). + +\mybigspace As \mymarginpar{\textbf{editor}} far as possible, I have +implemented this field as \textsf{biblatex}'s standard styles do, but +the requirements specified by the \emph{Manual} present certain +complications that need explaining. Lehman points out in his +documentation that the \textsf{editor} field will be associated with a +\textsf{title}, a \textsf{booktitle}, or a \textsf{maintitle}, +depending on the sort of entry. More specifically, +\textsf{biblatex-chicago} associates the \textsf{editor} with the most +comprehensive of those titles, that is, \textsf{maintitle} if there is +one, otherwise \textsf{booktitle}, otherwise \textsf{title}, if the +other two are lacking. In a large number of cases, this is exactly +the correct behavior (adorno:benj, centinel:letters, +plato:republic:gr, among others). Predictably, however, there are +numerous cases that require, for example, an additional editor for one +part of a collection or for one volume of a multi-volume work. For +these cases I have provided the \textsf{namea} field. You should +format names for this field as you would for \textsf{author} or +\textsf{editor}, and these names will always be associated with the +\textsf{title} (donne:var). + +\mylittlespace As you will see below, I have also provided a +\textsf{nameb} field, which holds the translator of a given +\textsf{title} (euripides:orestes). If \textsf{namea} and +\textsf{nameb} are the same, \textsf{biblatex-chicago} will +concatenate them, just as \textsf{biblatex} already does for +\textsf{editor}, \textsf{translator}, and \textsf{namec} (i.e., the +compiler). Furthermore, it is conceivable that a given entry will +need separate editors for each of the three sorts of title. For this, +and for various other tricky situations, there is the \cmd{partedit} +macro (and its siblings), designed to be used in a \textsf{note} +field, in one of the \textsf{titleaddon} fields, or even in a +\textsf{number} field (howell:marriage). (Because the strings +identifying an editor differ in notes and bibliography, one can't +simply write them out in such a field when using the notes \&\ +bibliography style, but you can certainly do so in the author-date +style, if you wish. Using the macros will make your .bib file more +portable across both Chicago specifications, and also across multiple +languages, but they are otherwise unnecessary. +Cf. section~\ref{sec:international}, and also \textsf{namea}, +\textsf{nameb}, \textsf{namec}, and \textsf{translator}.) + +\mybigspace The \mymarginpar{\textbf{editora\\editorb\\editorc}} new +release of \textsf{biblatex} provides these fields as a means to +specify additional contributors to texts in a number of editorial +roles. I'm uncertain how relevant they may be to users of the Chicago +styles, but I have implemented them just as the standard styles do. To +specify the role, use the new fields \textsf{editoratype}, +\textsf{editorbtype}, and \textsf{editorctype}, and see +\textsf{biblatex.pdf} §~2.3.6. + +\mybigspace Normally, \mymarginpar{\textbf{editortype}} with the +exception of the \textsf{article} type, +\textsf{biblatex-chicago-authordate} will automatically find a name to +put at the head of an entry, starting with an \textsf{author}, and +proceeding in order through \textsf{editor}, \textsf{translator}, and +\textsf{namec} (the compiler). If all four are missing, then the +\textsf{title} will be placed at the head. (In \textsf{article} +entries with a \texttt{magazine} \textsf{entrysubtype}, a missing +author immediately prompts the use of \textsf{journaltitle} at the +head of an entry. See above under \textsf{article} for details.) The +\textsf{editortype} field provides even greater flexibility, giving +you the ability to put a compiler at the head of an entry without +using \textsf{namec}, freeing you from the need to use a +\textsf{sortkey} and a \textsf{shortauthor}. You can do this even +though an author is named (eliot:pound shows this mechanism in action +for a standard editor, rather than a compiler). Two things are +necessary for this to happen. First, in the \textsf{options} field +you need to set \texttt{useauthor=false} (if there is an +\textsf{author)}, then you need to put the name you wish to see at the +head of your entry into the \textsf{editor} or the \textsf{namea} +field. If the \enquote{editor} is in fact a compiler, then you need +to put \texttt{compiler} into the \textsf{editortype} field, and +\textsf{biblatex} will print the correct string after the name in the +list of references. + +\mylittlespace There are a few details of which you need to be aware. +Because \textsf{biblatex-chicago} has added the \textsf{namea} field, +which gives you the ability to identify the editor specifically of a +\textsf{title} as opposed to a \textsf{maintitle} or a +\textsf{booktitle}, the \textsf{editortype} mechanism checks first to +see whether a \textsf{namea} is defined. If it is, that name will be +used at the head of the entry, if it isn't it will go ahead and look +for an \textsf{editor}. When the \textsf{editor} field is used, +\textsf{biblatex}'s sorting algorithms will work properly, and also +its \textsf{labelname} mechanism, meaning that a shortened form of the +\textsf{editor} will be used in citations. If, however, the +\textsf{namea} field provides the name, then your .bib entry will need +to have a \textsf{sortkey} field to aid in alphabetizing, and it will +also need a \textsf{shorteditor} defined to help with in-text +citations, not a \textsf{shortauthor}, ruled out because +\texttt{useauthor=false}. + +\mylittlespace In \textsf{biblatex} 0.9 Lehman has reworked the string +concatenation mechanism, for reasons he outlines in his RELEASE file, +and I have followed his lead. In short, if you define the +\textsf{editortype} field, then concatenation is turned off, even if +the name of the \textsf{editor} matches, for example, that of the +\textsf{translator}. In the absence of an \textsf{editortype}, the +usual mechanisms remain in place, that is, if the \textsf{editor} +exactly matches a \textsf{translator} and/or a \textsf{namec}, or +alternatively if \textsf{namea} exactly matches a \textsf{nameb} +and/or a \textsf{namec}, then \textsf{biblatex} will print the +appropriate strings. The \emph{Manual} specifically (17.41) +recommends not using these identifying strings in citations, and +\textsf{biblatex-chicago-authordate} follows that recommendation. If +you nevertheless need to provide such a string, you'll have to do it +manually in the \textsf{shorteditor} field, or perhaps, in a different +sort of entry, in a \textsf{shortauthor} field. + +\mylittlespace It may also be worth noting that because of certain +requirements in the specification -- absence of an \textsf{author}, +for example -- the \texttt{useauthor} mechanism won't work properly in +the following entry types: \textsf{collection}, \textsf{letter}, +\textsf{patent}, \textsf{periodical}, \textsf{proceedings}, +\textsf{suppbook}, \textsf{suppcollection}, and +\textsf{suppperiodical}. + +\mybigspace These +\mymarginpar{\textbf{editoratype\\editorbtype\\editorctype}} fields +are new to \textsf{biblatex} 0.9, and identify the exact role of the +person named in the corresponding \textsf{editor[a-c]} field. Note +that they are not part of the string concatenation mechanism. I have +implemented them just as the standard styles do, though I am uncertain +of their usefulness for users of Chicago. Cf.\ \textsf{biblatex.pdf} +§~2.3.6. + +\mybigspace Standard \mymarginpar{\textbf{eid}} \textsf{biblatex} +field, providing a string or number some journals use uniquely to +identify a particular article. Only applicable to the +\textsf{article} entry type. Not typically required by the +\emph{Manual}. + +\mybigspace Standard \mymarginpar{\textbf{entrysubtype}} and very +powerful \textsf{biblatex} field, left undefined by the standard +styles. In \textsf{biblatex-chicago-authordate} it has four very +specific uses, the first three of which I have designed in order to +maintain, as much as possible, backward compatibility with the +standard styles. First, in \textsf{article} and \textsf{periodical} +entries, the field allows you to differentiate between scholarly +\enquote{journals,} on the one hand, and \enquote{magazines} and +\enquote{newspapers} on the other. Usage is fairly simple: you need +to put the exact string \texttt{magazine} into the +\textsf{entrysubtype} field if you are citing one of the latter two +types of source, whereas if your source is a \enquote{journal,} then +you need do nothing. + +\mylittlespace The second use involves references to works from +classical antiquity and, according to the \emph{Manual}, from the +Middle Ages, as well. When you cite such a work using the traditional +divisions into books, sections, lines, etc., divisions which are +presumed to be the same across all editions, then you need to put the +exact string \texttt{classical} into the \textsf{entrysubtype} field. +This has no effect in the list of references, which will still present +the particular edition you are using, but it does affect the +formatting of in-text citations, in two ways. First, it suppresses +some of the punctuation. Second, and more importantly, it suppresses +the \textsf{date} field in favor of the \textsf{title}, so that +citations look like (Aristotle \emph{Metaphysics} 3.2.996b5--8) +instead of (Aristotle 1997, 3.2.996b5--8). This mechanism may also +prove useful in \textsf{misc} entries for citations from the Bible or +other sacred texts (cf.\ genesis), and for citing archival collections +(house:papers), where it produces citations of the form (House +Papers). (Cf.\ the next but one paragraph.) + +\mylittlespace If you wish to reference a classical or medieval work +by the page numbers of a particular, non-standard edition, then you +shouldn't use the \texttt{classical} \textsf{entrysubtype} toggle. +Also, and the specification isn't entirely clear about this, works +from the Renaissance and later, even if cited by the traditional +divisions, seem to have citations formatted normally, and therefore +don't need an \textsf{entrysubtype} field. (See \emph{Manual} +17.246--262; aristotle:metaphy:gr, plato:republic:gr; +euripides:orestes is an example of a translation cited by page number +in a modern edition.) + +\mylittlespace The third use of the \textsf{entrysubtype} field occurs +in \textsf{misc} entries. If such an entry contains no such field, +then the citation will be treated just as the standard +\textsf{biblatex} styles would, including the use of italics for the +\textsf{title}. Any string at all in \textsf{entrysubtype} tells +\textsf{biblatex-chicago} to treat the source as part of an +unpublished archive. Please see section~\ref{sec:types:authdate} +above under \textbf{misc} for all the details on how these citations +work. + +\mylittlespace Fourth, and finally, the field can be defined in the +\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 As \mymarginpar{\textbf{foreword}} with the +\textsf{afterword} field above, \textsf{foreword} will in general +function as it does in standard \textsf{biblatex}. Like +\textsf{afterword} (and \textsf{introduction}), however, it has a +special meaning in a \textsf{suppbook} entry, where you simply need to +define it somehow (and leave \textsf{afterword} and +\textsf{introduction} undefined) to make a foreword the focus of a +citation. + +\mybigspace A \mymarginpar{\textbf{holder}} standard \textsf{biblatex} +field for identifying a \textsf{patent}'s holder(s), if they differ +from the \textsf{author}. The \emph{Manual} has nothing to say on the +subject, but \textsf{biblatex-chicago} prints it (them), in +parentheses, just after the author(s). + +%\enlargethispage{\baselineskip} + +\mybigspace Standard \mymarginpar{\textbf{howpublished}} +\textsf{biblatex} field, mainly applicable in the \textsf{booklet} +entry type, where it replaces the \textsf{publisher}. I have also +retained it in the \textsf{misc} and \textsf{unpublished} entry types, +for historical reasons. + +\mybigspace Standard \mymarginpar{\textbf{institution}} +\textsf{biblatex} field. In the \textsf{thesis} entry type, it will +usually identify the university for which the thesis was written, +while in a \textsf{report} entry it may identify any sort of +institution issuing the report. + +\mybigspace As \mymarginpar{\textbf{introduction}} with the +\textsf{afterword} and \textsf{foreword} fields above, +\textsf{introduction} will in general function as it does in standard +\textsf{biblatex}. Like those fields, however, it has a special +meaning in a \textsf{suppbook} entry, where you simply need to define +it somehow (and leave \textsf{afterword} and \textsf{foreword} +undefined) to make an introduction the focus of a citation. + +\mybigspace Standard \mymarginpar{\textbf{isbn}} \textsf{biblatex} +field, for providing the International Standard Book Number of a +publication. Not typically required by the \emph{Manual}. + +\mybigspace Standard \mymarginpar{\textbf{isrn}} \textsf{biblatex} +field, for providing the International Standard Technical Report +Number of a report. Only relevant to the \textsf{report} entry type, +and not typically required by the \emph{Manual}. + +\mybigspace Standard \mymarginpar{\textbf{issn}} \textsf{biblatex} +field, for providing the International Standard Serial Number of a +periodical in an \textsf{article} or a \textsf{periodical} entry. Not +typically required by the \emph{Manual}. + +\mybigspace Standard \mymarginpar{\textbf{issue}} \textsf{biblatex} +field, designed for \textsf{article} or \textsf{periodical} entries +identified by something like \enquote{Spring} or \enquote{Summer} +rather than by the usual \textsf{month} or \textsf{number} fields +(brown:bremer). + +\mybigspace The \mymarginpar{\textbf{issuesubtitle}} subtitle for an +\textsf{issuetitle} --- see next entry. + +\mybigspace Standard \mymarginpar{\textbf{issuetitle}} +\textsf{biblatex} field, intended to contain the title of a special +issue of any sort of periodical. If the reference is to one article +within the special issue, then this field should be used in an +\textsf{article} entry (conley:fifthgrade), whereas if you are citing +the entire issue as a whole, then it would go in a \textsf{periodical} +entry, instead (good:wholeissue). The \textsf{note} field is the +proper place to identify the type of issue, e.g.,\ \texttt{special + issue}, with the initial letter lower-cased to enable automatic +contextual capitalization. + +\mybigspace The \mymarginpar{\textbf{journalsubtitle}} subtitle for a +\textsf{journaltitle} --- see next entry. + +\mybigspace Standard \mymarginpar{\textbf{journaltitle}} +\textsf{biblatex} field, replacing the standard \textsc{Bib}\TeX\ +field \textsf{journal}, which, however, still works as an alias. It +contains the name of any sort of periodical publication, and is found +in the \textsf{article} entry type. In the case where a piece in an +\textsf{article} (\textsf{entrysubtype} \texttt{magazine}) doesn't +have an author, \textsf{biblatex-chicago} provides for this field to +be used as the author. See above (section~\ref{sec:fields:authdate}) +under \textbf{article} for details. The lakeforester:pushcarts and +nyt:trevorobit entries in \textsf{dates-test.bib} will give you some +idea of how this works. + +\mybigspace This \mymarginpar{\textbf{keywords}} field is +\textsf{biblatex}'s extremely powerful and flexible technique for +filtering entries in a list of references, allowing you to subdivide +it according to just about any criteria you care to invent. See +\textsf{biblatex.pdf} (3.10.4) for thorough documentation. In +\textsf{biblatex-chicago}, the field provides one convenient means to +exclude certain entries from making their way into a list of +references, though the toggle \texttt{skipbib} in the \textsf{options} +field works just as well, and perhaps more simply. There are a few +reasons for so excluding entries. When citing both an original text +and its translation (see \textbf{userf}, below), the \emph{Manual} +(17.66) suggests including the original at the end of the +translation's reference list entry, a procedure which requires that +the original not also be printed as a separate entry +(furet:passing:eng, furet:passing:fr, aristotle:metaphy:trans, +aristotle:metaphy:gr). Well-known reference works (like the +\emph{Encyclopaedia Britannica}, for example) and many sacred texts +need only be presented in citations, and not in the list of references +(17.238--239; ency:britannica, genesis, wikiped:bibtex; see +\textsf{inreference} and \textsf{misc}, above). + +\mybigspace A \mymarginpar{\textbf{language}} standard +\textsf{biblatex} field, designed to allow you to specify the +language(s) in which a work is written. As a general rule, the +Chicago style doesn't require you to provide this information, though +it may well be useful for clarifying the nature of certain works, such +as bilingual editions, for example. There is at least one situation, +however, when the \emph{Manual} does specify this data, and that is +when the title of a work is given in translation, even though no +translation of the work has been published, something that might +happen when a title is in a language deemed to be unparseable by a +majority of your expected readership (17.65--67, 17.166, 17.177; +chu:panda, pirumova, rozner:liberation). In such a case, you should +provide the language(s) involved using this field, connecting multiple +languages using the keyword \texttt{and}. (I have retained +\textsf{biblatex's} \cmd{bibstring} mechanism here, which means that +you can use the standard bibstrings or, if one doesn't exist for the +language you need, just give the name of the language, capitalized as +it should appear in your text. You can also mix these two modes +inside one entry without apparent harm.) + +\mylittlespace An alternative arrangement suggested by the +\emph{Manual} is to retain the original title of a piece but then to +provide its translation, as well. If you choose this option, you'll +need to make use of the \textbf{usere} field, on which see below. In +effect, you'll probably only ever need to use one of these two fields +in any given entry, and in fact \textsf{biblatex-chicago} will only +print one of them if both are present, preferring \textsf{usere} over +\textsf{language} for this purpose (see kern, pirumova:russian, and +weresz). Note also that both of these fields are universally +associated with the \textsf{title} of a work, rather than with a +\textsf{booktitle} or a \textsf{maintitle}. If you need to attach a +language or a translation to either of the latter two, you could +probably manage it with special formatting inside those fields +themselves. + +\mybigspace I \mymarginpar{\textbf{lista}} intend this field +specifically for presenting citations from reference works that are +arranged alphabetically, where the name of the article rather than a +page or volume number should be given. The field is a +\textsf{biblatex} list, which means you should separate multiple items +with the keyword \texttt{and}. Each item receives its own set of +quotation marks, and the whole list will be prefixed by the +appropriate string (\enquote{s.v.,} \emph{sub verbo}, pl.\ +\enquote{s.vv.}). \textsf{Biblatex-chicago} will only print such a +field in a \textsf{book} or an \textsf{inreference} entry, and you +should look at the documentation of these entry types for further +details. (See \emph{Manual} 17.238--239; grove:sibelius, times:guide, +wikiped:bibtex.) + +\mybigspace This \mymarginpar{\textbf{location}} is +\textsf{biblatex}'s version of the usual \textsc{Bib}\TeX\ field +\textsf{address}, though the latter is accepted as an alias if that +simplifies the modification of older .bib files. According to the +\emph{Manual} (17.99), a citation usually need only provide the first +city listed on any title page, though a list of cities separated by +the keyword \enquote{\texttt{and}} will be formatted appropriately. +If the place of publication is unknown, you can use +\cmd{autocap\{n\}.p.}\ instead (17.102), though in many or even most +cases this isn't strictly necessary (17.32--34; virginia:plantation). +For all cities, you should use the common English version of the name, +if such exists (17.101). + +%\enlargethispage{\baselineskip} + +\mylittlespace One other use needs explanation here. In +\textsf{article} and \textsf{periodical} entries, there is usually no +need for a \textsf{location} field, but \enquote{if a journal might be + confused with another with a similar title, or if it might not be + known to the users of a bibliography,} then this field can present +the place or institution where it is published (17.174, 17.196; +garrett, kimluu:diethyl, and lakeforester:pushcarts). + +\mybigspace The \mymarginpar{\textbf{mainsubtitle}} subtitle for a +\textsf{maintitle} --- see next entry. + +\mybigspace The \mymarginpar{\textbf{maintitle}} main title for a +multi-volume work, e.g., \enquote{Opera} or \enquote{Collected Works.} +It takes sentence-style capitalization in author-date. (See +donne:var, euripides:\-orestes, harley:cartography, lach:asia, +pelikan:chris\-tian, and plato:republic:gr.) + +\mybigspace An \mymarginpar{\textbf{maintitleaddon}} annex to the +\textsf{maintitle}, for which see previous entry. Such an annex would +be printed in the main text font. If your data begins with a word +that would ordinarily only be capitalized at the beginning of a +sentence, then simply ensure that that word is in lowercase, and +\textsf{biblatex-chicago} will automatically do the right thing. + +\mybigspace Standard \mymarginpar{\textbf{month}} \textsf{biblatex} +field, containing the month of publication. This should be an +integer, i.e., \texttt{month=\{3\}} not \texttt{month=\{March\}}. See +\textsf{date} for more information. + +\mybigspace This \mymarginpar{\textbf{namea}} is one of the fields +\textsf{biblatex} provides for style writers to use, but which it +leaves undefined itself. In \textsf{biblatex-chicago} it contains the +name(s) of the editor(s) of a \textsf{title}, if the entry has a +\textsf{booktitle} or \textsf{maintitle}, or both, in which situation +the \textsf{editor} would be associated with one of these latter +fields (donne:var). You should present names in this field exactly as +you would those in an \textsf{author} or \textsf{editor} field, and +the package will concatenate this field with \textsf{nameb} if they +are identical. See under \textbf{editor} above for the full details. +Cf.\ also \textsf{nameb}, \textsf{namec}, \textsf{translator}, and the +macros \cmd{partedit}, \cmd{parttrans}, \cmd{parteditandtrans}, +\cmd{partcomp}, \cmd{parteditandcomp}, \cmd{parttransandcomp}, and +\cmd{partedittransand\-comp}, for which see +section~\ref{sec:formatting:authdate}. + +\mybigspace This \mymarginpar{\textbf{nameaddon}} field is provided by +\textsf{biblatex}, though not used by the standard styles. In +\textsf{biblatex-chicago}, it allows you to specify that an author's +name is a pseudo\-nym, or to provide either the real name or the +pseudonym itself, if the other is being provided in the +\textsf{author} field. The abbreviation +\enquote{\texttt{pseud.}\hspace{-2pt}}\ (always lowercase in English) +is specified, either on its own or after the pseudonym +(centinel:letters, creasey:ashe:blast, creasey:morton:hide, +creasey:york:death, and le\-carre:quest); \cmd{bibstring\{pseudonym\}} +does the work for you. See under \textbf{author} above for the full +details. + +\mybigspace Like \mymarginpar{\textbf{nameb}} \textsf{namea}, above, +this is a field left undefined by the standard \textsf{biblatex} +styles. In \textsf{biblatex-chicago}, it contains the name(s) of the +translator(s) of a \textsf{title}, if the entry has a +\textsf{booktitle} or \textsf{maintitle}, or both, in which situation +the \textsf{translator} would be associated with one of these latter +fields (euripides:orestes). You should present names in this field +exactly as you would those in an \textsf{author} or +\textsf{translator} field, and the package will concatenate this field +with \textsf{namea} if they are identical. See under the +\textbf{translator} field below for the full details. Cf.\ also +\textsf{namea}, \textsf{namec}, \textsf{origlanguage}, +\textsf{translator}, \textsf{userf} and the macros \cmd{partedit}, +\cmd{parttrans}, \cmd{parteditandtrans}, \cmd{partcomp}, +\cmd{parteditandcomp}, \cmd{parttransandcomp}, and +\cmd{partedittransandcomp} in section~\ref{sec:formatting:authdate}. + +\mybigspace The \mymarginpar{\textbf{namec}} \emph{Manual} (17.41) +specifies that works without an author may be listed under an editor, +translator, or compiler, assuming that one is available, and it also +specifies the strings to be used with the name(s) of compiler(s). All +this suggests that the \emph{Manual} considers this to be standard +information that should be made available in a bibliographic +reference, so I have added that possibility to the many that +\textsf{biblatex} already provides, such as the \textsf{editor}, +\textsf{translator}, \textsf{commentator}, \textsf{annotator}, and +\textsf{redactor}, along with writers of an \textsf{introduction}, +\textsf{foreword}, or \textsf{afterword}. Since \textsf{biblatex.bst} +doesn't offer a \textsf{compiler} field, I have adopted for this +purpose the otherwise unused field \textsf{namec}. It is important to +understand that, despite the analogous name, this field does not +function like \textsf{namea} or \textsf{nameb}, but rather like +\textsf{editor} or \textsf{translator}, and therefore if used will be +associated with whichever title field these latter two would be were +they present in the same entry. Identical fields among these three +will be concatenated by the package, and concatenated too with the +(usually) unnecessary commentator, annotator and the rest. Also +please note that I've arranged the concatenation algorithms to include +\textsf{namec} in the same test as \textsf{namea} and \textsf{nameb}, +so in this particular circumstance you can, if needed, make +\textsf{namec} analogous to these two latter, \textsf{title}-only +fields. (See above under \textbf{editortype} for details of how you +may, in certain circumstances, use that field to identify a compiler. +This method will be particularly useful if you don't need to +concatenate the \textsf{namec} with any other role, because if you use +the \textsf{editor} field \textsf{biblatex} will automatically attend +to alphabetization and name-replacement in the list of references, and +will also provide a name for citations.) + +\mylittlespace It might conceivably be necessary at some point to +identify the compiler(s) of a \textsf{title} separate from the +compiler(s) of a \textsf{booktitle} or \textsf{maintitle}, but for the +moment I've run out of available \textsf{name} fields, so you'll have +to fall back on the \cmd{partcomp} macro or the related +\cmd{parteditandcomp}, \cmd{parttransandcomp}, and +\cmd{partedittransandcomp}, on which see Commands +(section~\ref{sec:formatting:authdate}) below. (Future releases may +be able to remedy this.) It may be as well to mention here too that +of the three names that can be substituted for the missing +\textsf{author} at the head of an entry, \textsf{biblatex-chicago} +will choose an \textsf{editor} if present, then a \textsf{translator} +if present, falling back to \textsf{namec} only in the absence of the +other two, and assuming that the fields aren't identical, and +therefore to be concatenated. In a change from the previous behavior, +these algorithms also now test for \textsf{namea} or \textsf{nameb}, +which will be used instead of \textsf{editor} and \textsf{translator}, +respectively, giving the package the greatest likelihood of finding a +name to place at the head of an entry. Please remember, however, that +if this name is supplied by any of the non-standard fields +\textsf{name[a-c]}, then you will need to provide a \textsf{sortkey} +to assist with alphabetization in the list of references, and a +\textsf{shortauthor} for citations. + +\mybigspace As \mymarginpar{\textbf{note}} in standard +\textsf{biblatex}, this field allows you to provide bibliographic data +that doesn't easily fit into any other field. In this sense, it's +very like \textsf{addendum}, but the information provided here will be +printed just before the publication data. (See chaucer:alt, +cook:sotweed, emerson:nature, and rodman:walk for examples of this +usage in action.) It also has a specialized use in the periodical +types (\textsf{article} and \textsf{periodical}), where it holds +supplemental information about a \textsf{journaltitle}, such as +\enquote{special issue} (conley:fifthgrade, good:wholeissue). In all +uses, if your data begins with a word that would ordinarily only be +capitalized at the beginning of a sentence, then simply ensure that +that word is in lowercase, and \textsf{biblatex-chicago} will +automatically do the right thing. Cf.\ \textsf{addendum}. + +\mybigspace This \mymarginpar{\textbf{number}} is a standard +\textsf{biblatex} field, containing the number of a +\textsf{journaltitle} in an \textsf{article} entry, the number of a +\textsf{title} in a \textsf{periodical} entry, or the volume/number of +a book in a \textsf{series}. Generally, in an \textsf{article} or +\textsf{periodical} entry, this will be a plain cardinal number, but +in such entries \textsf{biblatex-chicago} now does the right thing if +you have a list or range of numbers (unsigned:ranke). In any +\textsf{book}-like entry it may well contain considerably more +information, including even a reference to \enquote{2nd ser.,} for +example, while the \textsf{series} field in such an entry will contain +the name of the series, rather than a number. This field is also the +place for the patent number in a \textsf{patent} entry. Cf.\ +\textsf{issue} and \textsf{series}. (See \emph{Manual} 17.90--95 and +boxer:china, palmatary:pottery, wauchope:ceramics; 17.163 and +beattie:crime, conley:fifthgrade, friedman:learning, garrett, gibbard, +hlatky:hrt, mcmillen:antebellum, rozner:liberation, warr:ellison.) + +\mylittlespace \textbf{NB}: This may be an opportune place to point +out that the \emph{Manual} (17.129) prefers arabic to roman numerals +in most circumstances (chapters, volumes, series numbers, etc.), even +when such numbers might be roman in the work cited. The obvious +exception is page numbers, in which roman numerals indicate that the +citation came from the front matter, and should therefore be retained. +Another possible exception is in references to works \enquote{with + many and complex divisions,} in which \enquote{a mixture of roman + and arabic} may be \enquote{easier to disentangle.} + +\mybigspace A \mymarginpar{\textbf{options}} standard +\textsf{biblatex} field, for setting certain options on a per-entry +basis rather than globally. Information about some of the more common +options may be found above under \textsf{author} and \textsf{date}, +and below in section~\ref{sec:authuseropts}. See creel:house, +eliot:pound, emerson:nature, ency:britannica, herwign:office, +lecarre:quest, and maitland:canon for examples of the field in use. + +\enlargethispage{\baselineskip} + +\mybigspace A \mymarginpar{\textbf{organization}} standard +\textsf{biblatex} field, retained mainly for use in the \textsf{misc}, +\textsf{online}, and \textsf{manual} entry types, where it may be of +use to specify a publishing body that might not easily fit in other +categories. In \textsf{biblatex}, it is also used to identify the +organization sponsoring a conference in a \textsf{proceedings} or +\textsf{inproceedings} entry, and I have retained this as a +possibility, though the \emph{Manual} is silent on the matter. + +\mybigspace This \mymarginpar{\textbf{origdate}} is a standard +\textsf{biblatex} field which replaced the obsolete \textsf{origyear}, +and which therefore allows more than one full date specification for +those references which need to provide more than just one. As with +the analogous \textsf{date} field, you provide the date (or range of +dates) in \textsc{iso}8601 format, i.e., \texttt{yyyy-mm-dd}. In most +entry types, you would use \textsf{origdate} to provide the date of +first publication of a work, most usually needed only in the case of +reprint editions, but also recommended by the \emph{Manual} for +electronic editions of older works (17.123, 17.146--7; +aristotle:metaphy:gr, emerson:nature, james:ambassadors, +schweitzer:bach). In both the \textsf{letter} and \textsf{misc} (with +\textsf{entrysubtype)} entry types, the \textsf{origdate} identifies +when a letter (or similar) was written. In such \textsf{misc} +entries, some \enquote{non-letter-like} materials (like interviews) +need the \textsf{date} field for this purpose, while in +\textsf{letter} entries the \textsf{date} applies to the publication +of the whole collection. If such a published collection were itself a +reprint, judicious use of the \textsf{pubstate} field or perhaps +improvisation in the \textsf{location} field might be able to rescue +the situation. (See white:ross:memo, white:russ, and white:total for +how \textsf{letter} entries can work; creel:house shows the field in +action in a \textsf{misc} entry, while spock:interview uses +\textsf{date} instead.) + +\mylittlespace Because of the importance of date specifications in the +author-date style, \textsf{biblatex-chicago-authordate} provides a +series of options and automated behaviors to allow you to emphasize +the \textsf{origdate} in citations and at the head of entries in the +list of references. In entries which have \emph{only} an +\textsf{origdate} --- usually \textsf{misc} with an +\textsf{entrysubtype} --- you'll need to include \texttt{cmsdate=on} +in your \textsf{options} field so that that date will appear where it +should, but in other entries you have a choice of which year appears +where. In some cases it may even be necessary to reverse the two date +fields, putting the earlier year in \textsf{date} and the later in +\textsf{origdate}. Please see above under \textbf{date} for all the +details on how these options interact. + +\mylittlespace Because the \textsf{origdate} field only accepts +numbers, some improvisation may be needed if you wish to include +\enquote{n.d.}\ (\cmd{bibstring\{nodate\}}) in an entry. In +\textsf{letter} and \textsf{misc}, this information can be placed in +\textsf{titleaddon}, but in other entry types you may need to use the +\textsf{location} field. + +\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 +\textsf{origtitle} and \textsf{origlocation} fields aren't used, while +the \textsf{language} and \textsf{origdate} fields have been +press-ganged for other duties. The \textsf{origlanguage} field, for +its part, retains a dual role in presenting translations in a list of +references. The details of the \emph{Manual}'s suggested treatment +when both a translation and an original are cited may be found below +under \textbf{userf}. Here, however, I simply note that the +introductory string used to connect the translation's citation with +the original's is \enquote{Originally published as,} which I suggest +may well be inaccurate in a great many cases, as for instance when +citing a work from classical antiquity, which will most certainly not +\enquote{originally} have been published in the Loeb Classical +Library. Although not, strictly speaking, authorized by the +\emph{Manual}, I have provided another way to introduce the original +text, using the \textsf{origlanguage} field, which must be provided +\emph{in the entry for the translation, not the original text} +(aristotle:metaphy:trans). If you put one of the standard +\textsf{biblatex} bibstrings there (enumerated below), then the entry +will work properly across multiple languages. Otherwise, just put the +name of the language there, localized as necessary, and +\textsf{biblatex-chicago} will eschew \enquote{Originally published + as} in favor of, e.g., \enquote{Greek edition:} or \enquote{French + edition:}. This has no effect in citations, where only the work +cited --- original or translation --- will be printed, but it may help +to make the \emph{Manual}'s suggestions for the list of references +more palatable. + +\mylittlespace That was the first usage, in keeping at least with the +spirit of the \emph{Manual}. I have also, perhaps less in keeping +with that specification, retained some of \textsf{biblatex}'s +functionality for this field. If an entry doesn't have a +\textsf{userf} field, and therefore won't be combining a text and its +translation in the list of references, you can also use +\textsf{origlanguage} as Lehman intended it, so that instead of +saying, e.g., \enquote{translated by X,} the entry will read +\enquote{translated from the German by X.} The \emph{Manual} doesn't +mention this, but it may conceivably help avoid certain ambiguities in +some citations. As in \textsf{biblatex}, if you wish to use this +functionality, you have to provide \emph{not} the name of the +language, but rather a bibstring, which may, at the time of writing, +be one of \texttt{american}, \texttt{brazilian}, \texttt{danish}, +\texttt{dutch}, \texttt{english}, \texttt{french}, \texttt{german}, +\texttt{greek}, \texttt{italian}, \texttt{latin}, \texttt{norwegian}, +\texttt{portuguese}, \texttt{spanish}, or \texttt{swedish}, to which +I've added \texttt{russian}. + +\mybigspace This \mymarginpar{\textbf{origyear}} field is, as of +\textsf{biblatex} 0.9, obsolete. It is ignored if it appears in a +.bib file. Please use \textsf{origdate} instead. + +\mybigspace This \mymarginpar{\textbf{pages}} is the standard +\textsf{biblatex} field for providing page references. In many +\textsf{article} entries you'll find this contains something other +than a page number, e.g. a section name or edition specification +(17.188, 17.191, 17.202; kozinn:review, nyt:trevorobit). Of course, +the same may be true of almost any sort of entry, though perhaps with +less frequency. Curious readers may wish to look at brown:bremer +(17.172) for an example of a \textsf{pages} field used to facilitate +reference to a two-part journal article. Cf.\ \textsf{number} for +more information on the \emph{Manual}'s preferences regarding the +formatting of numerals; \textsf{bookpagination} and +\textsf{pagination} provide details about \textsf{biblatex's} +mechanisms for specifying what sort of division a given \textsf{pages} +field contains; and \textsf{usera} discusses a different way to +present the section information pertaining to a newspaper article. + +\mybigspace This, \mymarginpar{\textbf{pagination}} a standard +\textsf{biblatex} field, allows you automatically to prefix the +appropriate identifying string to information you provide in the +\textsf{postnote} field of a citation command, whereas +\textsf{bookpagination} allows you to prefix a string to the +\textsf{pages} field. Please see \textbf{bookpagination} above for +all the details on this functionality, as aside from the difference +just mentioned the two fields are equivalent. + +\mybigspace Standard \mymarginpar{\textbf{part}} \textsf{biblatex} +field, which identifies physical parts of a single logical volume in +\textsf{book}-like entries, not in periodicals. It has the same +purpose in \textsf{biblatex-chicago}, but because the \emph{Manual} +(17.88) calls such a thing a \enquote{book} and not a \enquote{part,} +the string printed in the list of references will, at least in +English, be \enquote{\texttt{bk.}\hspace{-2pt}}\ instead of the plain +dot between volume number and part number (harley:cartography, +lach:asia). This field should only be used in association with a +\textsf{volume} number, so if you need to identify \enquote{parts} or +\enquote{books} that are part of a published \textsf{series}, for +example, then you'll need to use a different field, (which in the case +of a series would be \textsf{number} [palmatary:pottery]). Cf.\ +\textsf{volume}; iso:electrodoc. + +\mybigspace Standard \mymarginpar{\textbf{publisher}} +\textsf{biblatex} field. Remember that \enquote{\texttt{and}} is a +keyword for connecting multiple publishers, so if a publisher's name +contains \enquote{and,} then you should either use the ampersand (\&) +or enclose the whole name in additional braces. (See \emph{Manual} +17.103--114; aristotle:metaphy:gr, cohen:schiff, creasey:ashe:blast, +dunn:revolutions.) + +\mylittlespace There are, as one might expect, a couple of further +subtleties involved here. Ordinarily, two publishers will be +separated by a forward slash in the list of references, but if a +company issues \enquote{certain books through a special publishing + division or under a special imprint,} then the two names will be +separated by a comma, which you will need to provide in the +\textsf{publisher} field. The \emph{Manual}'s example (17.112) is +\enquote{\texttt{Ohio University Press, Swallow Press},} which would +cause \textsf{biblatex-chicago} no problems. If a book has two +co-publishers, \enquote{usually in different countries,} (17.113) then +the simplest thing to do is to choose one, probably the nearest one +geographically. If you feel it necessary to include both, then +levistrauss:savage demonstrates one way of doing so, using a +combination of the \textsf{publisher} and \textsf{location} fields. +Finally, if the publisher is unknown, then the \emph{Manual} +recommends (17.109) simply using the place (if known) and the date. +If for some reason you need to indicate the absence of a publisher, +the abbreviation given by the \emph{Manual} is \texttt{n.p.}, though +this can also stand for \enquote{no place.} Some style guides +apparently suggest using \texttt{s.n.}\,(= \emph{sine nomine}) to +specify the lack of a publisher, but the \emph{Manual} doesn't mention +this. + +\mybigspace A \mymarginpar{\textbf{pubstate}} standard +\textsf{biblatex} field, new to version 0.9. Because the author-date +specification has fairly complicated rules about presenting reprinted +editions, I have adopted this field as a means of simplifying the +problem for users. Instead of hand-formatting in the +\textsf{location} field, you can now simply put the string +\texttt{reprint} into the \textsf{pubstate} field, and depending on +which date you have chosen to appear at the head of the entry, +\textsf{biblatex-chicago-authordate} will either print the string +\texttt{Repr.}\ in the proper place or otherwise provide a +parenthesized notice at the end of the entry detailing the original +publication date. See under \textbf{date} above for the available +permutations. (Cf.\ aristotle:metaphy:gr, maitland:canon, +maitland:equity, schweitzer:bach.) If the field contains something +other than the word \texttt{reprint}, then it will be treated as in +the standard styles, and printed after the publication information, +although the \emph{Manual} has nothing to say about this. + +\mybigspace I \mymarginpar{\textbf{redactor}} have implemented this +field just as \textsf{biblatex}'s standard styles do, even though the +\emph{Manual} doesn't actually mention it. It may be useful for some +purposes. Cf.\ \textsf{annotator} and \textsf{commentator}. + +\mybigspace \textbf{NB:} \mymarginpar{\textbf{reprinttitle}} +\textbf{Please note that this feature is in an alpha state, and that + I'm contemplating using a different field in the future for this + functionality. I include it here in the hope that it might receive + some testing in the meantime.} At the request of Will Small, I have +included a means of providing the original publication details of an +essay or a chapter that you are citing from a subsequent reprint, +e.g., a \emph{Collected Essays} volume. In such a case, at least +according to the \emph{Manual} (17.73), such details need be provided +only if they are \enquote{of particular interest.} The data would +follow an introductory phrase like \enquote{originally published as,} +making the problem strictly parallel to that of including details of a +work in the original language alongside the details of its +translation. I have addressed the latter problem with the +\textsf{userf} field, which provides a sort of cross-referencing +method for this purpose, and \textsf{reprinttitle} works in +\emph{exactly} the same way. In the .bib entry for the reprint you +include a cross-reference to the cite key of the original location +using the \textsf{reprinttitle} field (which it may help mnemonically +to think of as a \enquote{reprinted title} field). The main +difference between the two forms is that \textsf{userf} prints all but +the \textsf{author} of the original work, whereas +\textsf{reprinttitle} suppresses both the \textsf{author} and the +\textsf{title} of the original, giving only the more general details, +beginning with, e.g., the \textsf{journaltitle} or \textsf{booktitle} +and continuing from there. The string prefacing this information will +be \enquote{Orig.\ pub.\ in.} Please see the documentation on +\textsf{userf} below for all the details on how to create .bib entries +for presenting your data. + +\mybigspace A \mymarginpar{\textbf{series}} standard \textsf{biblatex} +field, usually just a number in an \textsf{article}, +\textsf{periodical}, or \textsf{review} entry, almost always the name +of a publication series in \textsf{book}-like entries. If you need to +attach further information to the \textsf{series} name in a +\textsf{book}-like entry, then the \textsf{number} field is the place +for it, whether it be a volume, a number, or even something like +\enquote{2nd ser.} or \enquote{\cmd{bibstring\{oldseries\}}.} Of +course, you can also use \cmd{bibstring\{oldseries\}} or +\cmd{bibstring\{newseries\}} in an \textsf{article} entry, but there +you would place it in the \textsf{series} field itself. (In fact, the +\textsf{series} field in \textsf{article} and \textsf{periodical} +entries is one of the places where \textsf{biblatex} allows you just +to use the plain bibstring \texttt{oldseries}, for example, rather +than making you type \cmd{bibstring\{oldseries\}}. The \textsf{type} +field in \textsf{manual}, \textsf{patent}, \textsf{report}, and +\textsf{thesis} entries also has this auto-detection mechanism in +place; see the discussion of \cmd{bibstring} below for details.) In +whatever entry type, these bibstrings produce the required +abbreviation. (For books and similar entries, see \emph{Manual} +17.90--95; boxer:china, browning:aurora, palmatary:pottery, +plato:republic:gr, wauchope:ceramics; for periodicals, see 17.178; +garaud:gatine, sewall:letter.) Cf.\ \textsf{number} for more +information on the \emph{Manual}'s preferences regarding the +formatting of numerals. + +\mybigspace This \mymarginpar{\textbf{shortauthor}} is a standard +\textsf{biblatex} field, but \textsf{biblatex-chicago} makes +considerably grea\-ter use of it than the standard styles. For the +purposes of the author-date specification, the field provides the name +to be used in text citations. In the vast majority of cases, you +don't need to specify it, because the \textsf{biblatex} system selects +the author's last name from the \textsf{author} field and uses it in +such a reference, but in a few cases this default behavior won't work. +In books without an author and listed under an editor, +\textsf{biblatex} does the right thing and uses the surname of the +editor in a short note (zukowsky:chicago), but if the work is listed +under a \textsf{namec} (or any of the non-standard names +\textsf{name[a-c]}), you need to provide that person's name in +\textsf{shortauthor}, and also remember to provide a \textsf{sortkey} +to make sure the work will be alphabetized correctly in the list of +references. (The current version of \textsf{biblatex} will now +automatically alphabetize by \textsf{translator} if that is the name +given at the head of an entry.) If, in an author-less +\textsf{article} entry (\textsf{entrysubtype} \texttt{magazine}), you +allow \textsf{biblatex-chicago} to use the title of the periodical as +the author --- the default behavior --- then your \textsf{shortauthor} +field can optionally contain an abbreviated form of the periodical +name, formatted appropriately, which usually means something like +\enquote{\cmd{mkbibemph\{Abbrev. Period. Title\}}.} Note that in this +case, too, you'll need to help the alphabetizing routines by providing +a \textsf{sortkey} field (gourmet:052006, lakeforester:pushcarts, +nyt:trevorobit, unsigned:ranke). Indeed, with long, institutional +authors, a shortened version in \textsf{shortauthor} may save space in +the running text (cotton:manufacture, evanston:library). See just +below under \textbf{shorthand} for another method of saving space. + +\mylittlespace As mentioned under \textsf{editortype}, the +\emph{Manual} (17.41) recommends against providing the identifying +string (e.g., ed.\ or trans.)\ in text citations, and +\textsf{biblatex-chicago} follows their recommendation. If you need +to provide these strings in such a citation, then you'll have to do so +by hand in the \textsf{shortauthor} field, or in the +\textsf{shorteditor} field, whichever you are using. + +\mybigspace Like \mymarginpar{\textbf{shorteditor}} +\textsf{shortauthor}, a field to provide a name for a text citation, +in this case for, e.g., a \textsf{collection} entry that typically +lacks an author. The \textsf{shortauthor} field works just as well in +most situations, but if you have set \texttt{useauthor=false} (and not +\texttt{useeditor=false}) in an entry's \textsf{options} field, then +only \textsf{shorteditor} will be recognized. Cf.\ +\textsf{editortype}, above. + +\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 +package option to revert the behavior to something closer to the +\textsf{biblatex} standard --- see under \texttt{cmslos} in +section~\ref{sec:authpreset}. The main problem when presenting +readers with an abbreviation is to ensure that they know how to expand +it. In the notes \&\ bibliography style this is accomplished with a +notice in the first footnote citing a given work, which explains that +henceforth the abbreviation will be used instead, and also, if needed, +a list of shorthands that summarizes all the abbreviations used in a +particular text. The first part of this system isn't available in the +author-date style of citation, and indeed these citations are in +themselves already highly-abbreviated keys to the fuller information +to be found in the list of references. There are cases, however, +particularly when institutions or \textsf{journaltitles} appear as +authors, when you may feel the need to provide a shortened version for +citations. I have already discussed one option available to you just +above (cf.\ \textbf{shortauthor}), but for this to work the +abbreviation must either be instantly recognizable to your readership +or at least easily parseable by them. + +\mylittlespace The \emph{Manual's} suggestion, particularly when +\enquote{long names are cited several times} (17.47), is to provide an +abbreviation which is then explained by a cross-refer\-ence inside the +list of references itself. In a future release of +\textsf{biblatex-chicago}, once I have reclaimed one of the custom +entry types from its current use, I shall implement exactly this +system. For the moment, the author-date style will automatically +produce this cross-reference in the list of shorthands, rather than in +the list of references. (Cf.\ bsi:abbreviation, iso:electrodoc.) As +in standard \textsf{biblatex}, the \cmd{printshorthands} command will +produce a formatted list of these cross-references. You can, if +necessary, place \texttt{skiplos} in the \textsf{options} field to +exclude a particular entry from the list of shorthands. (See +16.39--40, and also \textsf{biblatex.pdf} for more information.) + +\enlargethispage{-\baselineskip} + +\mylittlespace As I mentioned above under \textbf{crossref}, extra +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}. + +\mybigspace A \mymarginpar{\textbf{shorttitle}} standard +\textsf{biblatex} field, primarily used to provide an abbreviated +title for citation styles that need one. In +\textsf{biblatex-chicago-authordate} such a field will be necessary +only very rarely (unlike in the notes \&\ bibliography style), and is +most likely to turn up in \textsf{inreference} or \textsf{reference} +entries (where the \textsf{title} takes the place of the +\textsf{author}), or in any sort of entry with a \texttt{classical} +\textsf{entrysubtype}. This latter toggle makes citations use +\textsf{author} and \textsf{title} instead of \textsf{author} and +\textsf{year}, and if an abbreviated version of that title would save +space in your running text this is the field where you can provide it. +(Cf.\ ency:britannica, grove:sibelius, aristotle:metaphy:gr.) + +\mybigspace A \mymarginpar{\textbf{sortkey}} standard +\textsf{biblatex} field, designed to allow you to specify how you want +an entry alphabetized in a list of references. In general, if an +entry doesn't turn up where you expect or want it, this field should +provide the solution. More particularly, entries without an +\textsf{author} an \textsf{editor}, or a \textsf{translator}, or with +a corporate author beginning with the definite or indefinite article, +will usually require your assistance in this way (cotton:manufacture, +dyna:browser, gourmet:052006, grove:sibelius, lakeforester:pushcarts, +nyt:trevorobit, unsigned:ranke). There may be circumstances --- +several reprinted books by the same author, for example --- when the +\textbf{sortyear} field is more appropriate, on which see below. +Lehman also provides \textbf{sortname} and \textbf{sorttitle} for +equally fine-grained control. Please consult \textsf{biblatex.pdf} +for the details. + +\mybigspace A \mymarginpar{\textbf{sortyear}} standard +\textsf{biblatex} field, provided by Lehman for more fine-grained +control over the sorting of entries in a list of references, and +possibly useful in \textsf{biblatex-chicago-authordate} to help +present several reprinted books by the same author. See +\textsf{sortkey} above and maitland:equity. + +\mybigspace The \mymarginpar{\textbf{subtitle}} subtitle for a +\textsf{title} --- see next entry. + +\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 +just as it does in \textsf{biblatex}. Nearly every entry for the +author-date specification will have such a field, any exceptions +likely stemming from the need to re-use a database for the notes \&\ +bibliography style. Aside from this, the main source of difficulties +flows from the \emph{Manual}'s rules for formatting \textsf{titles}, +rules which also hold for \textsf{booktitles} and \textsf{maintitles}. +The whole point of using a \textsc{Bib}\TeX-based system is for it to +do the formatting for you, and in most cases +\textsf{biblatex-chicago-authordate} does just that, capitalizing them +sentence-style, italicizing them, and sometimes both. There are two +situations that require user intervention. First, in titles that take +sentence-style capitalization, you need, as always in traditional +\textsc{Bib}\TeX, to assist the algorithms by placing anything that +needs to remain capitalized within an extra pair of curly braces. +Second, when a title is quoted within a title, you need to know some +of the rules of the Chicago style. A summary here should serve to +clarify them, and help you to understand when +\textsf{biblatex-chicago-authordate} might need your help in order to +comply with them. + +\mylittlespace With regard to sentence-style capitalization, the rules +of the Chicago author-date style are fairly simple: + +\begin{description} +\item[\qquad Headline Style:] \textsf{journaltitle} in all types, + \textsf{series} in all \textsf{book}-like entries (i.e., not in + \textsf{articles}), and \textsf{title} in \textsf{periodical} + entries. +\item[\qquad Sentence Style:] Every other \textsf{title}, + \emph{except} in \textsf{letter} entries and in \textsf{misc} + entries with an \textsf{entrysubtype}. Also, the + \textsf{booktitle}, \textsf{issuetitle}, and \textsf{maintitle} in + all entry types. +\item[\qquad Contextual Capitalization of First Word:] + \textsf{titleaddon}, \textsf{booktitleaddon}, + \textsf{maintitleaddon} in all entry types, and the \textsf{title} + of \textsf{misc} entries with an \textsf{entrysubtype}. +\item[\qquad Plain:] \textsf{title} in \textsf{letter} entries. +\end{description} + +What this means in practice is that to get a title like \emph{The + Chicago manual of style}, your .bib entry needs to have a field that +looks something like this: +\begin{quote} + \texttt{title = \{The \{Chicago\} Manual of Style\}} +\end{quote} + +This is completely straightforward, but remember that if an +\textsf{article} has a title like: Review of \emph{The Chicago manual + of style}, then the curly braces enclosing material to be formatted +in italics will cause the capitalization algorithm to stop and leave +all of that material as it is, so your .bib entry would need to have a +field something like this: + +\begin{quote} + \texttt{title = \{}\cmd{bibstring\{reviewof\}} \cmd{mkbibemph\{The + Chicago manual of style\}\}} +\end{quote} + +(As an aside, the use of the \texttt{reviewof} bibstring isn't +strictly necessary here, but it helps with portability across +languages and across the two Chicago styles. If you've noticed a lot +of lowercase letters starting fields in \textsf{dates-test.bib}, +they're present because in the notes \&\ bibliography style +capitalization is complicated by notes using commas where the +bibliography uses periods, and words like \enquote{review} start in +uppercase only if the context demands it. There's considerably less +of this in the author-date style [note the \textsf{*titleaddon} +fields], but it still pays to be aware of the issue.) + +\mylittlespace With regard to italics, the rules of +\textsf{biblatex-chicago-authordate} are as follows: + +\begin{description} +\item[\qquad Italics:] \textsf{booktitle}, \textsf{maintitle}, and + \textsf{journaltitle} in all entry types; \textsf{title} of + \textsf{artwork}, \textsf{book}, \textsf{bookinbook}, + \textsf{booklet}, \textsf{collection}, \textsf{inbook}, + \textsf{manual}, \textsf{misc} (with no \textsf{entrysubtype}), + \textsf{periodical}, \textsf{proceedings}, \textsf{report}, + \textsf{suppbook}, and \textsf{suppcollection} entry types. +\item[\qquad Main Text Font (Roman):] \textsf{title} of + \textsf{article}, \textsf{image}, \textsf{incollection}, + \textsf{inproceedings}, \textsf{letter}, \textsf{misc} (with an + \textsf{entrysubtype}), \textsf{online}, \textsf{patent}, + \textsf{periodical}, \textsf{suppperiodical}, \textsf{thesis}, and + \textsf{unpublished} entry types, \textsf{issuetitle} in + \textsf{article} and \textsf{periodical} entry types. + \textsf{booktitleaddon}, \textsf{maintitleaddon}, and + \textsf{titleaddon} in all entry types. +\end{description} + +Now, the rules for which entry type to use for which sort of work tend +to be fairly straightforward, but in cases of doubt you can consult +section~\ref{sec:types:authdate} above, the examples in +\textsf{dates-test.bib}, or go to the \emph{Manual} itself, +8.164--210. Assuming, then, that you want to present a title within a +title, and you know what sort of formatting each of the two would, on +its own, require, then the following rules apply: + +\begin{enumerate} +\item Inside an italicized title, all other titles are enclosed in + quotation marks and italicized, so in such cases all you need to do + is provide the quotation marks using \cmd{mkbibquote}, which will + take care of any following punctuation that needs to be brought + within the closing quotation mark(s) (17.58; donne:var, + mchugh:wake). +\item Inside a plain-text title, you should present another title as + it would appear if it were on its own, so in such cases you'll need + to do the formatting yourself, using \cmd{mkbibemph} or + \cmd{mkbibquote}. (See 17.157; barcott:review, garrett, gibbard, + loften:hamlet, loomis:structure, murphy:silent, osborne:poi\-son, + ratliff:review, unsigned:ranke, white:callimachus.) +\end{enumerate} + +The \emph{Manual} provides a few more rules, as well. A word normally +italicized in text should also be italicized in a plain-text title, +but should be in roman (\enquote{reverse italics}) in an italicized +title. A quotation used as a (whole) title (with or without a +subtitle) retains its quotation marks when it is plain, but loses them +when it is italicized (17.60, 17.157; lewis). A word or phrase in +quotation marks, but that isn't a quotation, retains those marks in +all title types (kimluu:diethyl). + +\mylittlespace Finally, please note that in all \textsf{review} (and +\textsf{suppperiodical}) entries (if you happen to be using those), +and in \textsf{misc} entries with an \textsf{entrysubtype}, and only +in those entries, \textsf{biblatex-chicago-authordate} will +automatically capitalize the first word of the \textsf{title} after +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. + +\mybigspace Standard \mymarginpar{\textbf{titleaddon}} +\textsf{biblatex} intends this field for use with additions to titles +that may need to be formatted differently from the titles themselves, +and \textsf{biblatex-chicago} uses it in just this way, with the +additional wrinkle that it can, if needed, replace the \textsf{title} +entirely, and this in, effectively, any entry type, providing a fairly +powerful, if somewhat complicated, tool for getting \textsc{Bib}\TeX\ +to do what you want (cf.\ centinel:letters). This field will always +be unformatted, that is, neither italicized nor placed within +quotation marks, so any formatting you may need within it you'll need +to provide manually yourself. The single exception to this rule is +when your data begins with a word that would ordinarily only be +capitalized at the beginning of a sentence, in which case you need +then simply ensure that that word is in lowercase, and +\textsf{biblatex-chicago} will automatically do the right thing. See\ +\textbf{\textbackslash autocap}, below. (Cf.\ brown:bremer, +osborne:poison, reaves:rosen, and white:ross:memo for examples where +the field starts with a lowercase letter; morgenson:market provides an +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.) + +\mybigspace As \mymarginpar{\textbf{translator}} far as possible, I +have implemented this field as \textsf{biblatex}'s standard styles do, +but the requirements specified by the \emph{Manual} present certain +complications that need explaining. Lehman points out in his +documentation that the \textsf{translator} field will be associated +with a \textsf{title}, a \textsf{booktitle}, or a \textsf{maintitle}, +depending on the sort of entry. More specifically, +\textsf{biblatex-chicago} associates the \textsf{translator} with the +most comprehensive of those titles, that is, \textsf{maintitle} if +there is one, otherwise \textsf{booktitle}, otherwise \textsf{title}, +if the other two are lacking. In a large number of cases, this is +exactly the correct behavior (adorno:benj, centinel:letters, +plato:republic:gr, among others). Predictably, however, there are +numerous cases that require, for example, an additional translator for +one part of a collection or for one volume of a multi-volume work. +For these cases I have provided the \textsf{nameb} field. You should +format names for this field as you would for \textsf{author} or +\textsf{editor}, and these names will always be associated with the +\textsf{title} (euripides:orestes). + +\mylittlespace I have also provided a \textsf{namea} field, which +holds the editor of a given \textsf{title} (euripides:orestes). If +\textsf{namea} and \textsf{nameb} are the same, +\textsf{biblatex-chicago} will concatenate them, just as +\textsf{biblatex} already does for \textsf{editor}, +\textsf{translator}, and \textsf{namec} (i.e., the compiler). +Furthermore, it is conceivable that a given entry will need separate +translators for each of the three sorts of title. For this, and for +various other tricky situations, there is the \cmd{parttrans} macro +(and its siblings), designed to be used in a \textsf{note} field or in +one of the \textsf{titleaddon} fields (ratliff:review). (Because the +strings identifying a translator differ in notes and bibliography, one +can't simply write them out in such a field when using the notes \&\ +bibliography style, but you can certainly do so in the author-date +style, if you wish. Using the macros will make your .bib file more +portable across both Chicago specifications, and also across multiple +languages, but they are otherwise unnecessary. [See +section~\ref{sec:international}].) + +\mylittlespace Finally, as I detailed above under \textbf{author}, in +the absence of an \textsf{author} or an \textsf{editor}, the +\textsf{translator} will be used at the head of an entry +(silver:gawain), and the reference list entry alphabetized by the +translator's name, behavior that can be controlled with the +\texttt{{usetranslator}} switch in the \textsf{options} field. Cf.\ +\textsf{author}, \textsf{editor}, \textsf{namea}, \textsf{nameb}, and +\textsf{namec}. + +\enlargethispage{\baselineskip} + +\mybigspace This \mymarginpar{\textbf{type}} is a standard +\textsf{biblatex} field, and in its normal usage serves to identify +the type of a \textsf{manual}, \textsf{patent}, \textsf{report}, or +\textsf{thesis} entry. \textsf{Biblatex} implements the possibility, +in some circumstances, to use a bibstring without inserting it in a +\cmd{bibstring} command, and in these entry types the \textsf{type} +field works this way, allowing you simply to input, e.g., +\texttt{patentus} rather than \cmd{bibstring\{patentus\}}, though both +will work. (See petroff:impurity; herwign:office, murphy:silent, and +ross:thesis all demonstrate how the \textsf{type} field may sometimes +be automatically set in such entries by using one of the standard +entry-type aliases). + +\mylittlespace Another use for the field is to generalize the +functioning of the \textsf{suppbook} entry type, and of its alias +\textsf{suppcollection}. In such entries, the \textsf{type} field can +specify what sort of supplemental material you are citing, e.g., +\enquote{\texttt{preface to}} or \enquote{\texttt{postscript to}.} +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} and \textsf{image} entries to identify the medium of +the artwork or photograph, e.g., \texttt{oil on canvas} or +\texttt{albumen print}. 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} +and \textsf{image}, above, for all the details. (See leo:madonna, +bedford:photo.) + +\mybigspace Standard \mymarginpar{\textbf{url}} \textsf{biblatex} +field, it holds the url of an online publication, though you can +provide one for all entry types. The required \LaTeX\ package +\textsf{url} will ensure that your documents format such references +properly, in the text and in the reference apparatus. + +\mybigspace Standard \mymarginpar{\textbf{urldate}} \textsf{biblatex} +field, it identifies exactly when you accessed a given url. This +field would contain the whole date, in \textsc{iso}8601 format +(evanston:library, grove:sibelius, hlatky:hrt, osborne:poison, +sirosh:visualcortex, wikiped:bibtex). Please note that the +\textbf{urlday}, \textbf{urlmonth}, and \textbf{urlyear} fields are +all now obsolete. + +\mybigspace A \mymarginpar{\textbf{usera}} supplemental +\textsf{biblatex} field which functions in \textsf{biblatex-chicago} +almost as a \enquote{\textsf{journaltitleaddon}} field. In +\textsf{article} and \textsf{periodical} entries with +\textsf{entrysubtype} \texttt{maga\-zine}, the contents of this field +will be placed, unformatted and between commas, after the +\textsf{journaltitle} and before the date. The main use is for +identifying the broadcast network when you cite a radio or television +program (bundy:macneil), though you may also want to use it to +identify the section of a newspaper in which you've found a particular +article (morgenson:market). (See \emph{Manual} 17.190, 17.207. As +far as I can work out, newspaper section information may be placed +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 Another \mymarginpar{\textbf{usere}} supplemental +\textsf{biblatex} field, which \textsf{biblatex-chicago} uses +specifically to provide a translated \textsf{title} of a work, +something that may be needed if you deem the original language +unparseable by a significant portion of your likely readership. The +\emph{Manual} offers two alternatives in such a situation: either you +can translate the title and use that translation in your +\textsf{title} field, providing the original language in +\textsf{language}, or you can give the original title in +\textsf{title} and the translation in \textsf{usere}. Cf.\ +\textbf{language}, above. (See 17.65--67, 17.166, 17.177; kern, +pirumova:russian, weresz.) + +\mybigspace This \mymarginpar{\textbf{userf}} is the last of the +supplemental fields which \textsf{biblatex} provides, used by +\textsf{biblatex-chicago} for a very specific purpose. When you cite +both a translation and its original, the \emph{Manual} (17.66) +recommends that, in a reference list at least, you combine references +to both texts in one entry. Lacking specific instructions about the +author-date style, I have nonetheless chosen to implement this +possibility also for a list of references, though in-text citations +will still only refer to individual works. In order to follow this +specification, I have provided a third cross-referencing system (the +others being \textsf{crossref} and \textsf{xref}), and have chosen the +name \textsf{userf} because it might act as a mnemonic for its +function. + +\mylittlespace In order to use this system, you should start by +entering both the original and its translation into your .bib file, +just as you normally would. The mechanism works for any entry type, +and the two entries need not be of the same type. In the entry for +the \emph{translation}, you put the cite key of the original into the +\textsf{userf} field. In the \emph{original's} entry, you need to +include some means of preventing it appearing separately in the list +of references, either a toggle in the \textsf{keywords} field or +perhaps \texttt{skipbib} in the \textsf{options} field. In this +standard case, the data for the translation will be printed first, +followed by the string \texttt{orig. pub. as}, followed by the +original, author omitted (furet:passing:eng, furet:passing:fr). As +explained above (\textbf{origlanguage}), I have also included a way to +modify the string printed before the original. In the entry for the +\emph{translation}, you put the original's language in +\textsf{origlanguage}, and instead of \texttt{originally published + as}, you'll get \texttt{French edition:} or \texttt{Latin edition:}, +etc.\ (aristotle:metaphy:gr, aristotle:metaphy:trans). + +\mybigspace Standard \mymarginpar{\textbf{venue}} \textsf{biblatex} +offers this field for use in \textsf{proceedings} and +\textsf{inproceedings} entries, but I haven't yet implemented it, +mainly because the \emph{Manual} has nothing to say about it. Perhaps +the \textsf{organization} field could be used, for the moment, +instead. Anything in a \textsf{venue} field will be ignored. + +\mybigspace Standard \mymarginpar{\textbf{version}} \textsf{biblatex} +field, currently only available in \textsf{misc} and \textsf{patent} +entries in \textsf{biblatex-chicago}. + +\mybigspace Standard \mymarginpar{\textbf{volume}} \textsf{biblatex} +field. It holds the volume of a \textsf{journaltitle} in +\textsf{article} entries, and also the volume of a multi-volume work +in many other sorts of entry. Cf.\ \textsf{part}; conway:evolution +shows how sometimes this field may hold series information, as well. + +\mybigspace Standard \mymarginpar{\textbf{volumes}} \textsf{biblatex} +field. It holds the total number of volumes of a multi-volume work, +and in such references you should provide the volume and page numbers +in the \textsf{postnote} field of the relevant \cmd{cite} command, +e.g.: + +\begin{quote} +\cmd{autocite}\texttt{[3:25]\{bibfile:key\}}. +\end{quote} + +Cf.\ 16.110; meredith:letters, tillich:system, weber:saugetiere, +wright:evolution. The entry wright:theory presents one volume of such +a multi-volume work, so you would no longer need to give the volume in +any \textsf{postnote} field when citing it. + +\mybigspace A \mymarginpar{\textbf{xref}} modified \textsf{crossref} +field provided by \textsf{biblatex}. See \textbf{crossref}, above. + +\mybigspace Standard \mymarginpar{\textbf{year}} \textsf{biblatex} +field, especially important for the author-date specification. Please +see all the details under \textbf{date} above. Unlike the +\textsf{date} field \textsf{year} allows non-numeric input, so you can +put \cmd{bibstring\{nodate\}} here if required, or indeed any other +sort of non-numerical date information. If you can guess the date +then you can include that guess in square brackets instead of +\cmd{bibstring\{nodate\}}. Cf.\ bedford:photo, clark:mesopot, +ross:leo, thesis:madonna. + +\subsection{Commands} +\label{sec:commands:authdate} + +In this section I shall attempt to document all those commands you may +need when using \textsf{biblatex-chicago-authordate} that I have either +altered with respect to the standard provided by \textsf{biblatex} or +that I have provided myself. Some of these, unfortunately, will make +your .bib file incompatible with other \textsf{biblatex} styles, but +I've been unable to avoid this. Any ideas for more elegant, and more +compatible, solutions will be warmly welcomed. + +\subsubsection{Formatting Commands} +\label{sec:formatting:authdate} + +These commands allow you to fine-tune the presentation of your +references in both citations and list of references. You can find +many examples of their usage in \textsf{dates-test.bib}, and I shall +try to point you toward a few such entries in what follows. +\textbf{NB:} \textsf{biblatex's} \cmd{mkbibquote} command is now +mandatory in some situations. See its entry below. + +\mybigspace Version \mymarginpar{\textbf{\textbackslash autocap}} 0.8 +of \textsf{biblatex} introduced the \cmd{autocap} command, which +capitalizes a word inside a citation or list of references entry if +that word follows sentence-ending punctuation, and leaves it lowercase +otherwise. The whole question of capitalization is considerably more +complicated in the notes \&\ bibliography style, where the former uses +commas and the latter (often) periods to separate blocks of +information, whereas the more streamlined author-date specification +has few such issues. In \textsf{dates-test.bib} there are only two +places where the \cmd{autocap} macro is necessary, and they both +involve the string \texttt{forthcoming} in the \textsf{year} field +(author:forthcoming, contrib:contrib). + +\mylittlespace I have nonetheless retained the system developed, +following Lehman's example, for the notes \&\ bibliography style, +which automatically tracks the capitalization of certain fields in +your .bib file. I chose these fields after a non-scientific survey of +entries in my own databases, so of course if you have ideas for the +extension of this facility I would be most interested to hear them. +In order to take advantage of this functionality, all you need do is +begin the data in the appropriate field with a lowercase letter, +e.g.,\ \texttt{note = \{with the assistance of X\}}. If the data +begins with a capital letter --- and this is not infrequent --- that +capital will always be retained. (cf., e.g., creel:house, +morgenson:market.) If, on the other hand, you for some reason need +such a field always to start with a lowercase letter, then you can try +using the \cmd{isdot} macro at the start, which turns off the +mechanism without printing anything itself. Here, then, for reference +purposes, is the complete list of fields where this functionality is +active: + +\begin{enumerate} +\item The \textbf{addendum} field in all entry types. +\item The \textbf{booktitleaddon} field in all entry types. +\item The \textbf{edition} field in all entry types. (Numerals work + as you expect them to here.) +\item The \textbf{maintitleaddon} field in all entry types. +\item The \textbf{note} field in all entry types. +\item The \textbf{shorttitle} field in the \textsf{review} + (\textsf{suppperiodical}) entry type and in the \textsf{misc} type, + in the latter case, however, only when there is an + \textsf{entrysubtype} defined, indicating that the work cited is + from an archive. +\item The \textbf{title} field in the \textsf{review} + (\textsf{suppperiodical}) entry type and in the \textsf{misc} type, + in the latter case, however, only when there is an + \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}, \textsf{image}, + \textsf{suppbook}, and \textsf{suppcollection} entry types. +\end{enumerate} + +If you accidentally use the \cmd{autocap} macro in one of the above +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 +determine whether that string needs capitalization, depending on where +it falls in an entry. \textsf{Biblatex} also provides functionality +which allows you sometimes simply to input, for example, +\texttt{newseries} instead of \cmd{bib\-string\{newseries\}}, the +package auto-detecting when a bibstring is involved and doing the +right thing, though in all such cases either form will work. This +functionality is available in the \textsf{series} field of +\textsf{article}, \textsf{periodical}, and \textsf{review} entries; in +the \textsf{type} field of \textsf{manual}, \textsf{patent}, +\textsf{report}, and \textsf{thesis} entries; in the \textsf{location} +field of \textsf{patent} entries; and in the \textsf{language} field +in all entry types. These are the places, as far as I can make out, +where \textsf{biblatex's} standard styles support this feature, and I +have followed suit. If Lehman generalizes it still further in a +future release, I shall do the same, if possible. + +\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 +\enquote{American} punctuation system. No titles in the author-date +system require quotation marks, but titles-within-titles frequently +do, so it is best to get accustomed to using this command to make sure +any periods or commas appearing in the neighborhood of the closing +quotes will appear inside them automatically. A few examples from +\textsf{dates-test.bib} should help to clarify this. + +\mylittlespace In an \textsf{article} entry, the \textsf{title} +contains a quoted phrase: + +\begin{quotation} + \noindent\texttt{title = \{Diethylstilbestrol and Media Coverage of the \\ + \indent\cmd{mkbibquote}\{morning after\} Pill\}} +\end{quotation} + +Here, because the quoted text doesn't come at the end of title, and no +punctuation will ever need to be drawn within the closing quotation +mark, you could instead use \texttt{\cmd{enquote}\{morning after\}} or +even \texttt{``morning after''}. (Note the double quotation marks here +--- the other two methods have the virtue of taking care of nesting +for you.) All of these will produce the formatted: Diethylstilbestrol +and media coverage of the \enquote{morning after} pill. + +\mylittlespace Here, by contrast, is a \textsf{book title}: + +\begin{quotation} + \noindent \texttt{title = \{Annotations to + \cmd{mkbibquote}\{Finnegans wake\}\}} +\end{quotation} + +Because the quoted title within the title comes at the end of the +field, and because this reference unit will be separated from +what follows by a period in the list of references, then the +\cmd{mkbibquote} command is necessary to bring that period within the +final quotation marks, like so: \emph{Annotations to + \enquote{Finnegans wake.}} + +\mylittlespace Note in both cases how you need to be careful with the +sentence-style capitalization inside the curly brackets. The +automatic algorithms assume anything inside the brackets doesn't need +alteration, so you need to provide lower- or uppercase as they should +appear in the list of references. + +\mylittlespace Let me also add that this command interacts well with +Lehman's \textsf{csquotes} package, which I highly recommend, though +the latter isn't strictly necessary in texts using an American style, +to which \textsf{biblatex} defaults when \textsf{csquotes} isn't +loaded. + +\mybigspace This \mymarginpar{\textbf{\textbackslash partcomp}} and +the following 6 macros were all designed to help +\textsf{biblatex-chicago} cope with the fact that many bibstrings in +the notes \&\ bibliography style differ between notes and +bibliography, the former sometimes using abbreviated forms when the +latter prints them in full. These problems do not arise in the +author-date style, but using these macros will make your .bib database +more portable across languages and across both Chicago styles, and may +be slightly easier to remember than the strings themselves. On the +other hand, of course, they will make your .bib file less portable +across multiple \textsf{biblatex} styles. + +\mylittlespace These macros allow you to provide an \texttt{editor}, a +\texttt{translator}, and/or a \texttt{compiler} in situations where +the available fields (\textsf{editor}, \textsf{namea}, +\textsf{translator}, \textsf{nameb}, and \textsf{namec}) aren't +adequate. Their names all begin with \cmd{part}, as 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} + +\mylittlespace In the present instance, you can use \cmd{partcomp} to +identify a compiler when \textsf{namec} (or \textsf{editortype}) won't +do, e.g., in a \textsf{note} field or the like. In such a case, +\textsf{biblatex-chicago} will print the appropriate string in your +references. + +\mybigspace Use \mymarginpar{\textbf{\textbackslash partedit}} this +macro when identifying an editor whose name doesn't conveniently fit +into the usual fields (\textsf{editor} or \textsf{namea}). (N.B.: If +you are writing in French and using \textsf{cms-french.lbx}, then +currently you'll need to add either \texttt{de} or \texttt{d'} after +this command in your .bib files to make the references come out right. +I'm working on this.) See howell:marriage. + +\mybigspace As \mymarginpar{\textbf{\textbackslash + partedit-\\andcomp}} before, but for use when an editor is also a +compiler. + +\vspace{1.3\baselineskip} As \mymarginpar{\textbf{\textbackslash + partedit-\\andtrans}} before, but for when when an editor is also a +translator (ratliff:review). + +\mybigspace As \mymarginpar{\textbf{\textbackslash + partedit-\\transandcomp}} before, but for when an editor is also a +translator and a compiler. + +\vspace{1.3\baselineskip} As \mymarginpar{\textbf{\textbackslash + parttrans}} before, but for use when identifying a translator +whose name doesn't conveniently fit into the usual fields +(\textsf{translator} and \textsf{nameb}). + +\mybigspace As \mymarginpar{\textbf{\textbackslash + parttrans-\\andcomp}} before, but for when a translator is also a +compiler. + +\subsubsection{Citation Commands} +\label{sec:cite:authordate} + +The \textsf{biblatex} package is particularly rich in citation +commands, most of which, in \textsf{biblatex-chicago-authordate}, +function as they do in the standard author-date styles. If you are +getting unexpected behavior when using them please have a look in your +.log file. A command like \cmd{supercite}, listed in §~3.6.2 of the +\textsf{biblatex} manual but not defined by +\textsf{biblatex-chicago-authordate} or by core \textsf{biblatex}, +defaults to \cmd{cite}, and leaves a warning in the .log. The +following commands may require some minimal explanation, but if there +are standard commands that don't work for you, or new commands that +would be useful, please let me know, and it should be possible to fix +or add them. + +\mybigspace I \mymarginpar{\textbf{\textbackslash autocite}} haven't +adapted this in the slightest, but I thought it worth pointing out +that \textsf{biblatex-chicago-authordate} sets this command to use +\cmd{parencite} as the default option. It is, in my experience, much +the most common citation command you will use, and also works fine in +its multicite form, \textbf{\textbackslash autocites}. + +\mybigspace In \mymarginpar{\textbf{\textbackslash textcite}} standard +\textsf{biblatex} this command searches first for a +\textsf{labelname}, usually taken from the \textsf{author} or +\textsf{shortauthor} field, then uses the \textsf{shorthand} field if +the former doesn't exist. Because of the way the Chicago author-date +specification recommends handling abbreviations, I have switched this +around, and the command now searches for a \textsf{shorthand} first. +This holds also for the multicite form \textbf{\textbackslash + textcites}. + +\subsection{Package Options} +\label{sec:opts:authdate} + +\subsubsection{Pre-set \textsf{biblatex} Options} +\label{sec:preset:authdate} + +Although a quick glance through \textsf{biblatex-chicago.sty} will +tell you which \textsf{biblatex} options the package sets for you, I +thought I might gather them here also for your perusal. These +settings are, I believe, consistent with the specification, but you +can alter them in the options to \textsf{biblatex-chicago} in your +preamble or by loading the package using +\cmd{usepackage[style=chicago-authordate]\{biblatex\}}, which gives +you the \textsf{biblatex} defaults unless you redefine them yourself +inside the square brackets. + +\mylittlespace \textsf{Biblatex-chicago-authordate} +\mymarginpar{\texttt{autocite=\\inline}} places references in +footnotes by default. + +\mybigspace The \mymarginpar{\texttt{citetracker=\\true}} citetracker +for the \cmd{ifciteseen} test is enabled globally. + +\mybigspace The \mymarginpar{\texttt{alldates=comp}} specification +calls for the long format when presenting dates, slightly shortened +when presenting date ranges. Please note that because of the +author-date style's complicated requirements with respect to dates, +there will be cases when printed ranges don't look exactly right --- +cf., e.g., nass:address. I'm working on this. + +\mylittlespace This \mymarginpar{\texttt{ibidtracker=\\constrict}} +enables an \emph{ibidem} mechanism in citations, but only in the most +strictly-defined circumstances. The Chicago author-date style doesn't +print \enquote{Ibid} in citations, but in general a repeated citation +on the same page will print only the page reference. Technically, +this should only occur when a source is cited \enquote{more than once + in one paragraph} (16.114), so you can use the \cmd{citereset} +command from \textsf{biblatex} to achieve the greatest compliance, as +the package only offers automatic resetting on part, chapter, section, +and subsection boundaries, while \textsf{biblatex-chicago} +automatically resets the tracker at page breaks. (Cf./ +\textsf{biblatex.pdf} §3.1.2.) Whenever there might be any ambiguity, +\textsf{biblatex} should default to printing a more informative +reference. + +\mylittlespace If you are going to repeat a source, make sure that the +cite command provides a \textsf{postnote} --- if you don't need to cite a +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: (). + +\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 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 \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 \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}. +In the list of references, the entry will be alphabetized by the +translator's surname. You can disable this functionality on a +per-entry basis by setting \texttt{usetranslator=false} in the +\textsf{options} field. Cf.\ silver:gawain. + +\subsubsection*{{Pre-set \textsf{biblatex-chicago} Options}} +\label{sec:authpreset} + +This \mymarginpar{\texttt{cmslos=true}} option alters +\textsf{biblatex's} standard behavior when processing the +\textsf{shorthand} field. Chicago's author-date style only seems to +recommend the use of shorthands as abbreviations for long authors' +names, particularly institutional names, which means the shorthand +will replace only the name part in citations rather than the whole +citation (17.47; bsi:abbreviation, iso:electrodoc). It suggests +placing the expansion of the abbreviation into the reference list +itself, a procedure that I shall implement in the next release of +\textsf{biblatex-chicago}. For now, the list of shorthands will +present the expansion. Please note, also, that you can get back +something approaching the \enquote{standard} behavior of shorthands if +you give the \texttt{cmslos=false} option to \textsf{biblatex-chicago} +in your document preamble. Cf.\ section~\ref{sec:fields:authdate}, +s.v. \enquote{\textbf{shorthand}} above, and also +\textsf{cms-dates-sample.pdf}. + +\mylittlespace This \mymarginpar{\texttt{nodates=true}} option means +that for all entry types except \textsf{inreference}, \textsf{misc}, +and \textsf{reference}, \textsf{biblatex-chicago} will automatically +provide \cmd{bibstring\{nodates\}} for any entry that doesn't +otherwise provide a date for citations and for the heads of entries in +the list of references. If you set \texttt{nodates=false} in your +preamble, then the package won't perform this substitution in any +entry type whatsoever. (The bibstring expands to +\enquote{\texttt{n.d.}} in English.) + +\mylittlespace This \mymarginpar{\texttt{usecompiler=\\true}} option +enables automatic use of the name of the compiler (in the +\textsf{namec} field) at the head of an entry, usually in the absence +of an \textsf{author}, \textsf{editor}, or \textsf{translator}, in +accordance with the specification (\emph{Manual} 17.41). It may also, +like \texttt{useauthor}, \texttt{useeditor}, and +\texttt{usetranslator}, be disabled on a per-entry basis by setting +\texttt{usecompiler=false} in the \textsf{options} field. Please +remember that, because \textsf{namec} isn't a standard +\textsf{biblatex} field, this name won't be part of its sorting +algorithms, and that any entry headed by a \textsf{namec} will +therefore need a \textsf{shortauthor} defined for citations and a +\textsf{sortkey} or the like in order to have it appear in the correct +place in the list of references. (The exception to this is when you +modify the \textsf{editor's} identifying string using the +\textsf{editortype} field, which is the procedure I recommend if the +entry-heading compiler is only a compiler, and not also, e.g., an +editor or a translator. Cf.\ times:guide.) + +\subsubsection*{Other \textsf{biblatex} Formatting Options} +\label{sec:authformopts} + +I've chosen defaults for many of the general formatting commands +provided by \textsf{biblatex}, including the vertical space between +items in the list of references and between items in the list of +shorthands (\cmd{bibitemsep} and \cmd{lositemsep}). I define many of +these in \textsf{biblatex-chicago.sty}, and of course you may want to +redefine them to your own needs and tastes. It may be as well you +know that the \emph{Manual} does state a preference for two of the +formatting options I've implemented by default: the 3-em dash as a +replacement for repeated names in the list of references +(16.103--106); and the formatting of note numbers, both in the main +text and at the bottom of the page / end of the essay (superscript in +the text, in-line in the notes; 16.25). The code for this last +formatting is also in \textsf{biblatex-chicago.sty}, and I've wrapped +it in a test that disables it if you are using the \textsf{memoir} +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} + +These are parts of the specification that not everyone will wish to +enable. All except the second can be used even if you load the +package in the old way via a call to \textsf{biblatex}, but most users +can just place the appropriate string(s) in the options to the +\cmd{usepackage\{biblatex-chicago\}} call in your preamble. + +\mylittlespace At \mymarginpar{\texttt{annotation}} the request of +Emil Salim, I have added to this version of \textsf{biblatex-chicago} +the ability to produce annotated reference lists. If you turn this +option on then the contents of your \textsf{annotation} (or +\textsf{annote}) field will be printed after the reference. (You can +also use external files to store annotations -- please see +\textsf{biblatex.pdf} §~3.10.7 for details on how to do this.) This +functionality is currently in a beta state, so before you use it +please have a look at the documentation for the \textsf{annotation} +field, in section~\ref{sec:fields:authdate} above. + +\mylittlespace Although \mymarginpar{\texttt{footmarkoff}} the +\emph{Manual} (16.25) recommends specific formatting for footnote (and +endnote) marks, i.e., superscript in the text and in-line in foot- or +endnotes, Charles Schaum has brought it to my attention that not all +publishers follow this practice, even when requiring Chicago style. I +have retained this formatting as the default setup, but if you include +the \texttt{footmarkoff} option, \textsf{biblatex-chicago} will not +alter \LaTeX 's (or the \textsf{endnote} package's) defaults in any +way, leaving you free to follow the specifications of your publisher. +I have placed all of this code in \textsf{biblatex-chicago.sty}, so if +you load the package with a call to \textsf{biblatex} instead, then +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. + +%\enlargethispage{\baselineskip} Sort this out??? + +\mylittlespace This \mymarginpar{\texttt{natbib}} may look like the +standard \textsf{biblatex} option, but to keep the coding of +\textsf{biblatex-chicago.sty} simpler for the moment I have +reimplemented it there, from whence it is merely passed on to +\textsf{biblatex}. If you load the Chicago style with +\cmd{usepackage\{biblatex-chicago\}}, then the option should simply +read \texttt{natbib}, rather than \texttt{natbib=true}. The shorter +form also works if you use \cmd{usepackage}\\ +\texttt{[style=chicago-authordate]\{biblatex\}}, so I hope this +requirement isn't too onerous. + +\mylittlespace At \mymarginpar{\texttt{noibid}} the request of an +early tester, I have included this option to allow you globally to +turn off the \texttt{ibidem} mechanism that +\textsf{biblatex-chicago-authordate} uses by default. This mechanism +doesn't actually print \enquote{Ibid,} but rather includes only the +\textsf{postnote} information in a citation, i.e., it will print (224) +instead of (Author 2000, 224). Setting this option will mean that +none of these shortened citations will appear automatically. For more +fine-grained control of individual citations you'll probably want to +use the \cmd{citereset} command, allied possibly with the +\textsf{biblatex}\ \texttt{citereset} option, on which see +\textsf{biblatex.pdf} §3.1.2. + +%\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 +the main text unless there is a run-on note, in which case a short +rule intervenes to emphasize this continuation. I haven't tested this +code very thoroughly, and it's possible that frequent use of floats +might interfere with it. Let me know if it causes problems. + +\subsubsection{Style Options -- Entry} +\label{sec:authentryopts} + +These options are settable on a per-entry basis in the +\textsf{options} field; both relate to the presentation of dates in +citations and the list of references. + +\mylittlespace The \mymarginpar{\texttt{cmsdate}} \emph{Manual} +outlines a series of options for entries with more than one date +(17.124--27). All of these possibilities are available in +\textsf{biblatex-chicago} using the \texttt{cmsdate} entry option. It +has 4 possible states, which are perhaps best illustrated by example. +Let us assume that an entry presents a reprinted edition of a work by +Smith, first published in 1926 (the \textsf{origdate}) and reprinted +in 1985 (the \textsf{date}): + +\begin{description} +\item[\qquad \textbf{off}:] This is the default. The citation will + look like (Smith 1985). +\item[\qquad \textbf{on}:] The citation will look like (Smith 1926). +\item[\qquad \textbf{new}:] The citation will look like (Smith + 1926/1985). +\item[\qquad \textbf{old}:] The citation will look like (Smith [1926] + 1985). +\end{description} + +As I explained in detail above in section~\ref{sec:fields:authdate}, +s.v.\ \enquote{\textbf{date},}\ because \textsf{biblatex's} sorting +algorithms and automatic creation of the \textsf{extrayear} field +\emph{always} refer to the \textsf{date}, there may be situations when +you need to have the \emph{earlier} year in the \textsf{date} field, +and the later one in \textsf{origdate}, e.g., if you have another +reprinted work by the same author originally printed in the same year. +\textsf{Biblatex-chicago-authordate} will automatically detect this +switch, and given the same reprinted work as above, the results will +be as follows: + +\begin{description} +\item[\qquad \textbf{off}:] This is the default. The citation will + look like (Smith 1926a). +\item[\qquad \textbf{on}:] The citation will look like (Smith 1926a). +\item[\qquad \textbf{new}:] The citation will look like (Smith + 1926a/1985). +\item[\qquad \textbf{old}:] The citation will look like (Smith [1926a] + 1985). +\end{description} + +If, \mymarginpar{\texttt{switchdates}} for any reason, simply +switching the \textsf{date} and the \textsf{origdate} isn't possible +in a given entry, then you can put \texttt{switchdates} in the +\textsf{options} field to achieve the same result. Please take a look +at the full documentation of the \textbf{date} field to which I +referred just above, and also at \textsf{cms-dates-sample.pdf} and +\textsf{dates-test.bib} for examples of how all this works. + +\mylittlespace As a final note, I should point out that the code in +\textsf{chicago-authordate.cbx} allows \texttt{cmsdate} to be used in +the document preamble as a general setting. This leads to a world of +pain, so I very strongly advise against it, though I'm leaving it in +for testing purposes. + +\subsection{General Usage Hints} +\label{sec:hints:auth} + +\subsubsection{Loading the Style} +\label{sec:loading:auth} + +With the addition of the author-date style to the package, I have +provided two keys for choosing which style to load, \texttt{notes} and +\texttt{authordate}, one of which you put in the options to the +\cmd{usepackage} command. With early versions of +\textsf{biblatex-chicago}, the standard way of loading the package was +via a call to \textsf{biblatex}, e.g.: +\begin{quote} + \cmd{usepackage[style=chicago-authordate,strict,backend=bibtex8,\%\\ + babel=other,bibencoding=inputenc]\{biblatex\}} +\end{quote} +Now, the default way to load the style, and one that will in the +vast majority of standard cases produce the same results as the old +invocation, will look like this: +\begin{quote} + \cmd{usepackage[authordate,strict,backend=bibtex8,babel=other,\%\\ + bibencoding=inputenc]\{biblatex-chicago\}} +\end{quote} + +If you read through \textsf{biblatex-chicago.sty}, you'll see that it +sets a number of \textsf{biblatex} options aimed at following the +Chicago specification, as well as setting a few formatting variables +intended as reasonable defaults (see section~\ref{sec:preset:authdate}, +above). Some parts of this specification, however, are plainly more +\enquote{suggested} than \enquote{required,} and indeed many +publishers, while adopting the main skeleton of the Chicago style in +citations, nonetheless maintain their own house styles to which the +defaults I have provided do not conform. + +\mylittlespace If you only need to change one or two parameters, this +can easily be done by putting different options in the call to +\textsf{biblatex-chicago} or redefining other formatting variables in +the preamble, thereby overriding the package defaults. If, however, +you wish more substantially to alter the output of the package, +perhaps to use it as a base for constructing another style altogether, +then you may want to revert to the old style of invocation above. +You'll lose all the definitions in \textsf{biblatex-chicago.sty}, +including those to which I've already alluded and also the code that +sets the note number in-line rather than superscript in endnotes or +footnotes. Also in this file is the code that calls +\textsf{cms-american.lbx}, which means that you'll lose all the +Chicago-specific bibstrings I've defined unless you provide, in your +preamble, a \cmd{DeclareLanguageMapping} command adapted for your +setup, on which see section~\ref{sec:international} below and also +§§~4.8.1 and 4.10.8 in Lehman's \textsf{biblatex.pdf}. + +\mylittlespace What you \emph{will not} lose is the ability to call +the package options \texttt{annotation, strict, cmslos=false} and +\texttt{noibid} (section~\ref{sec:authuseropts}, above), in case these +continue to be useful to you when constructing your own modifications. +There's very little code, therefore, actually in +\textsf{biblatex-chicago.sty}, but I hope that even this minimal +separation will make the package somewhat more adaptable. Any +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 +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 +majority of circumstances, these settings are exactly right for the +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 +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. + +\mylittlespace One useful rule, when you are having difficulty +creating a .bib entry, is to ask yourself whether all the information +you are providing is strictly necessary. The Chicago specification is +a very full one, but the \emph{Manual} is actually, in many +circumstances, fairly relaxed about how much of the data from a work's +title page you need to fit into a reference. Authors of introductions +and afterwords, multiple publishers in different countries, the real +names of authors more commonly known under pseudonyms, all of these +are candidates for exclusion if you aren't making specific reference +to them, and if you judge that their inclusion won't be of particular +interest to your readers. Of course, any data that may be of such +interest, and especially any needed to identify and track down a +reference, has to be present, but sometimes it pays to step back and +reevaluate how much information you're providing. I've tried to make +\textsf{biblatex-chicago} robust enough to handle the most complex, +data-rich citations, but there may be instances where you can save +yourself some typing by keeping it simple. + +\mylittlespace Scot Becker has pointed out to me that the inverse +problem not only exists but may well become increasingly common, to +wit, .bib database entries generated by bibliographic managers which +helpfully provide as much information as is available, including +fields that users may well wish not to have printed (ISBN, URL, DOI, +\textsf{pagetotal}, inter alia). The standard \textsf{biblatex} +styles contain a series of options, detailed in \textsf{biblatex.pdf} +§3.1.3, for controlling the printing of some of these fields, but I +haven't yet implemented them in \textsf{biblatex-chicago}. This is in +my TODO list, and the next release will also include some more +general options, at Scot's recommendation, that turn off everything at +once. Until then judicious pruning remains the only solution. + +\mylittlespace Finally, allow me to reiterate what Philipp Lehman says +in \textsf{biblatex.pdf}, to wit, use \textsf{bibtex8}, rather than +standard \textsc{Bib}\TeX, and avoid the cryptic errors that ensue +when your .bib file gets to a certain size. + +\section{Internationalization} +\label{sec:international} + +Several users have requested that, in line with analogous provisions +in other \enquote{American} \textsf{biblatex} styles (e.g., +\textsf{biblatex-apa} and \textsf{biblatex-mla}), I include facilities +for producing a Chicago-like style in other languages. I have +supplied three new lbx files, \textsf{cms-german.lbx}, its clone +\textsf{cms-ngerman.lbx}, and \textsf{cms-french.lbx}, in at least +partial fulfilment of this request. This means that all of the +Chicago-specific bibstrings are now available for documents and +reference apparatuses written in French and German, with, as I intend, +more languages to follow, limited mainly by my finite time and +even-more-finite competence. (If you would like to provide bibstrings +for a language in which you want to work, or indeed correct +deficiencies in the lbx files I have prepared, please contact me.) + +\mylittlespace Using \mymarginpar{\textbf{babel}} these new facilities +is fairly simple. By default, and this functionality remains the same +as it was in the previous release of \textsf{biblatex-chicago}, calls +to \cmd{DeclareLanguage\-Mapping} in \textsf{biblatex-chicago.sty} +will automatically load the American strings, and also +\textsf{biblatex's} American-style punctuation tracking, when you: +\begin{enumerate} +\item Load \textsf{babel} with \texttt{american} as the main text + language. +\item Load \textsf{babel} with \texttt{english} as the main text + language. +\item[] \qquad \emph{or} +\item Do not load \textsf{babel} at all. +\end{enumerate} +(This last is a change from the \textsf{biblatex} defaults --- cp.\ +§~3.9.1 in \textsf{biblatex.pdf} --- but it seems to me reasonable, in +an American citation style, to expect this arrangement to work well +for the majority of users.) + +\mylittlespace If, for whatever reason, you wanted to use +\textsf{biblatex-chicago} but retain British typographical conventions +--- punctuation outside of quotation marks, outer quotes single rather +than double, etc.\ --- then one possible solution at least would be to +follow these three steps: +\begin{enumerate} +\item Load \textsf{babel} with the \texttt{british} option. +\item Put \cmd{DeclareLanguageMapping\{british\}\{cms-american\}} in + your preamble. +\item Edit \textsf{cms-american.lbx} so that the line reading:\\ + \cmd{InheritBibliographyExtras\{american\}}\\ instead reads:\\ + \cmd{InheritBibliographyExtras\{british\}}. +\end{enumerate} + +If you want to use French or German strings in the reference +apparatus, then you can: +\begin{enumerate} +\item Load \textsf{babel} with \texttt{german} or \texttt{french} as + the main document language. +\item Put \cmd{DeclareLanguageMapping\{german\}\{cms-german\}} or + \cmd{Declare-\\ LanguageMapping\{french\}\{cms-french\}} in your + document preamble. +\end{enumerate} + +You can also define which bibstrings to use on an entry-by-entry basis +by using the \textsf{hyphenation} field in your bib file, but you will +have to make sure that the Chicago-specific strings for the given +language are loaded using a \cmd{DeclareLanguageMapping} call in the +preamble. Indeed, if \texttt{american} isn't the main text language +when loading \textsf{babel}, then in order to have access to those +strings you'll need +\cmd{DeclareLanguageMapping\{american\}\{cms-american\}} in your +preamble, as \textsf{biblatex-chicago.sty} won't load it for you. + +\mylittlespace Three other hints may be in order here. Please note, +first, that I haven't altered the standard punctuation procedures used +in German or French, so commas and full stops will appear outside of +quotation marks, and those quotation marks themselves will be +language-specific. If, for whatever reason, you wish to follow the +Chicago specification and move punctuation inside quotation marks, +then you'll need a declaration of this sort in your preamble: + +\begin{quote} + \cmd{DefineBibliographyExtras\{german\}\{\%}\\ + \hspace*{2em}\cmd{DeclareQuotePunctuation\{.,\}\}} +\end{quote} + +Second, depending on the nature of your bibliography database, it will +only rarely be possible to process the same bib file in different +languages and obtain completely satisfactory results. Fields like +\textsf{note} and \textsf{addendum} will often contain +language-specific information that won't be translated when you switch +languages, so manual intervention will be necessary. If you suspect +you may have a need to use the same bib file in different languages, +you can minimize the amount of manual intervention required by using +the bibstrings defined either by \textsf{biblatex} or by +\textsf{biblatex-chicago}. Here, a quick read through +\textsf{notes-test.bib} and/or \textsf{dates-test.bib} should give you +an idea of what is available for this purpose --- see esp.\ the +strings \texttt{by}, \texttt{nodate}, \texttt{newseries}, +\texttt{number}, \texttt{numbers}, \texttt{oldseries}, +\texttt{pseudonym}, \texttt{reviewof}, \texttt{revisededition}, and +\texttt{volume}, and also section \ref{sec:formatcommands} above, +esp.\ s.v.\ \enquote{\cmd{partedit}.} + +\mylittlespace Finally, the French and German bibstrings I have +provided may well break with established bibliographical traditions in +those languages, but my main concern when choosing them was to remain +as close as possible to the quirks of the Chicago specification. If +you have strong objections to any of the strings, or indeed to any of +my formatting decisions, please let me know. + +\section{One .bib Database, Two Chicago Styles} +\label{sec:twostyles} + +I have, when designing this package, attempted to keep at least half +an eye on the possibility that users might want to re-use a .bib +database in documents using the two different Chicago styles. I have +no idea whether this will even be a common concern, but I thought I +might gather in this section the issues that a hypothetical user might +face. The two possible conversion vectors are by no means +symmetrical, so I provide two lists, items within the lists appearing +in no particular order. These may well be incomplete, so any +additions are welcome. + +\subsection{Notes -> Author-Date } +\label{sec:conv:notesauth} + +This is, I believe, the simpler conversion, as most well-constructed +.bib entries for the notes \& bibliography style will nearly +\enquote{just work} in author-date, but here are a few caveats +nonetheless: + +\begin{enumerate} +\item You'll need curly brackets in titles, subtitles, etc., to + protect capitalization in the sentence-style defaults of + author-date. +\item You may need to reevaluate your use of shorthands, given that by + default the author-date style uses them in place of authors rather + than in place of the whole citation. The preamble option + \textsf{cmslos=false} may help, but this may leave your document + out-of-spec. +\item The potential problem with multiple author lists containing more + than three names doesn't arise in the notes \& bibliography style, + so the \textsf{shortauthor} fields in such entries may need + alteration according to the instructions in + section~\ref{sec:otherhints:auth} above. +\item Date presentation is relatively simple in notes \& bibliography, + but you'll need to contemplate the \texttt{cmsdate} options from + section~\ref{sec:authentryopts} when doing the conversion to + author-date. +\end{enumerate} + +\subsection{Author-date -> Notes} +\label{sec:conv:authnotes} + +It is my impression that an author-date .bib database is somewhat +easier to construct in the first instance, but subsequently converting +it to notes \& bibliography is a little more onerous. Here are some +of the things you may need to address: + +\begin{enumerate} +\item If you've decided against using the \cmd{partedit} macro and + friends from section~\ref{sec:formatting:authdate} above, commands + not strictly necessary for author-date, you'll need to insert them + now. +\item In general, you need to be more careful in notes \& bibliography + about capitalization issues. Fields which only appear once in + author-date --- in the list of references --- may appear in both + long notes and in the bibliography, in different syntactic contexts, + so a quick perusal of the documentation of the \cmd{autocap} macro + in section~\ref{sec:formatting:authdate} above may help. +\item You also need to be more careful about the use of abbreviations, + e.g., in journal names, where the author-date style is more liberal + in their use than the notes \&\ bibliography style. (Cf.\ 17.159.) + The bibstrings mechanism and package options sort much of this out + automatically, but not all. +\item Although you can get away with the \textsf{article} type for all + sorts of periodical entries in author-date, you'll need the + \textsf{review} type for notes \& bibliography. Any + well-constructed \textsf{review} entry should work just fine in + author-date, so this is a one-time conversion. Please see the + documentation in section~\ref{sec:entrytypes}, + s.vv. \enquote{article} and \enquote{review,} above. +\item The \textsf{shorttitle} field is used extensively in notes \& + bibliography to keep short notes short, so you may find that you + need to add a fair number of these to an author-date database. In + general this field is ignored by the latter style, so this, too, + will be a one-time conversion. +\item You may need to add \textsf{letter} entries if you are citing + just one letter from a published collection. See + section~\ref{sec:entrytypes}, s.v. \enquote{letter,} above. +\item The default shorthand presentation differs from one style to the + other. You may need to reconsider how you use this field when + making the conversion. +\item As I explained above in section~\ref{sec:entryfields}, s.v.\ + \enquote{date,} I have included compatibility code in + \textsf{biblatex-chicago-notes} for the \texttt{cmsdate} (silently + ignored) and \texttt{switchdates} options, along with the automatic + mechanism for reversing \textsf{date} and \textsf{origdate}. This + means that you can, in theory, leave all of this alone in your .bib + file when making the conversion, though I'm retaining the right to + revise this if the code in question demonstrably interferes with the + functioning of the notes \&\ bibliography style. +\end{enumerate} + +\section{Interaction with Other Packages} +\label{sec:otherpacks} + +For \mymarginpar{\textbf{endnotes}} users of the \textsf{endnotes} +package --- or of \textsf{pagenote} --- \textsf{biblatex} 0.9 offers +considerably enhanced functionality. Please read Lehman's RELEASE +file and the documentation of the \texttt{notetype} option in +\textsf{biblatex.pdf} §~3.1.2. + +\mylittlespace Another \mymarginpar{\textbf{memoir}} problem I have +found occurs because the \textsf{memoir} class provides its own +commands for the formatting of foot- and end-note marks. By default, +\textsf{biblatex-chicago} uses superscript numbers in the text, and +in-line numbers in foot- or end-notes, but I have turned this off when +the \textsf{memoir} class is loaded, reasoning that users of that +package may well have their own ideas about such formatting. + +\mylittlespace The \mymarginpar{\textbf{ragged2e}} footnote mark code +I've just mentioned also causes problems for the \textsf{rag\-ged2e} +package, but in this case a simple workaround is to load +\textsf{biblatex} \emph{after} you've loaded \textsf{ragged2e} in your +document preamble. + +%\enlargethispage{\baselineskip} + +\mylittlespace Nick \mymarginpar{\textbf{Xe\LaTeX}} Andrewes alerted +me to problems that appeared when he used the Xe\LaTeX\ engine to +process his files. These included spurious punctuation after +quotation marks in some situations, and also failures in the automatic +capitalization routines. Some of these problems disappeared when I +switched to using Lehman's punctuation-tracking code for +\enquote{American} styles, but some remained. A bug report from +J. P. E.~Harper-Scott suggested a new way of addressing the issue, and +the newest version of Lehman's \textsf{csquotes} package (4.4) +incorporates a full fix. This, thankfully, doesn't require turning +off any of Xe\LaTeX 's features, and indeed merely involves upgrading +to the latest version of \textsf{csquotes}, which I recommend doing in +any case. Compatibility with the EU1 encoding is now standard in that +package. + +\section{TODO \&\ Known Bugs} +\label{sec:bugs} + +Johan Nordstrom asked me to look into citing audiovisual sources, and +I agree with him that as it now stands \textsf{biblatex-chicago} +doesn't conveniently handle as many different kinds as it could. +\textsf{Biblatex} provides a number of entry types for such +references, so in the next major release I shall include as many of +these types as seem necessary. The \emph{Manual} believes such +material is mainly relevant for the notes \&\ bibliography style, but +I shall attempt to provide similar functionality for author-date, as +well. + +\enlargethispage{-\baselineskip} + +\mylittlespace For the author-date style, the \emph{Manual} (17.47) +recommends expanding shorthands inside the list of references itself. +Currently, \textsf{biblatex-chicago-authordate} does so only in the +separate list of shorthands. In the next major release I shall +attempt to rectify this, probably using one of the \textsf{custom} +entry types which are now dedicated to other purposes, but which I +have marked as deprecated in this release. + +\mylittlespace As recommended by Scot Becker, I shall implement the +standard \textsf{biblatex} options \texttt{isbn,\,url,} and +\texttt{doi}, along with some more draconian general options for +turning off the printing of fields that bibliographic managers +routinely provide but which the Chicago styles don't particularly +require. + +\mylittlespace I am planning to implement the \textsf{shorthandintro} +field to improve the flexibility of the package. I shall also be +looking into the \textsf{pubstate} field, which currently functions +more fully in author-date than it does in notes \&\ bibliography. + +\mylittlespace There are a number of things I haven't implemented. +The solution in brown:bre\-mer to multi-part journal articles +obviously isn't optimal, and I should investigate a way of making it +simpler. If the kludge presented there doesn't appeal, you can +always, for the time being, refer separately to the various parts. +Legal citations are another thorny issue, and implementing them would +involve choosing a particular documentation scheme (for which there +exist at least three widely-used standards in the US), then providing +what would effectively be an entirely separate \textsf{biblatex} +style, bearing little or no relation to the usual look of Chicago +citations. Indeed, the \emph{Manual} (17.275) even makes it clear +that you should be using a different reference book if you are +presenting work in the field, so I've thought it prudent to stay clear +of those waters. I'm open to arguments on this score, and of course +if you have other issues with particular sorts of citation I'm happy +to take them on board. The \emph{Manual} covers an enormous range of +materials, but if we exclude the legal citations --- the audio-visual +ones mentioned above --- 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 This release fixes the formatting errors of which I am +aware, though users writing in French should be aware of problems with +the \cmd{partedit} command in section~\ref{sec:formatcommands} above. +There also remain the larger issues I've discussed throughout this +documentation, which mainly represent my inability to make all of +\textsf{biblatex-chicago's} formatting functions transparent for the +user, but thankfully Lehman's superb punctuation-tracking code has +preemptively fixed a great many small errors, some of which I hadn't +even noticed before I began testing the new functionality. That there +are other micro-bugs seems certain --- if you report them I'll do my +best to fix them. + +\mylittlespace I haven't looked closely at the standard +\textsc{Bib}\TeX\ style by Glenn Paulley, contained in +the \textsf{chicago} package on CTAN, which implements the +author-date specification from the 13th edition of the \emph{Manual}. +If anyone is still using the style, and requires some compatibility +code for it, let me know, and I'll look into it. + +\mylittlespace On my 800 MHz PIII with 256 MB of RAM (running +Slackware), it has to be admitted that \textsf{biblatex-chicago} makes +\LaTeX\ run a bit slowly. The \textsf{bibtex8} run is swift enough, +but the actual formatting of the document can lag. It may be that +newer machines mostly eliminate this, or it may be that I need to pay +more attention to the efficiency of the code, but in any case I +thought I should warn you in advance. + +\section{Revision History} +\label{sec:history} + +\textbf{0.9.5a: Released \today} +\begin{itemize} +\item Quick fix for an elementary and show-stopping mistake in + \textsf{biblatex-chica\-go.sty}, a mistake disguised if you load + \textsf{csquotes}, which I do in all my test files. Mea culpa. + Many thanks indeed to Israel Jacques and Emil Salim for pointing + this out to me. +\end{itemize} + +\textbf{0.9.5: Released September 3, 2010} + +\mylittlespace \label{deprec:obsol} Obsolete and Deprecated Features: +\begin{itemize} +\item All the custom entry types --- \textbf{customa}, + \textbf{customb}, and \textbf{customc} --- are now deprecated. They + will still work for the time being, but please be aware that in the + next major release they will no longer function, at least not as you + might be expecting. Please change your .bib files to use + \textbf{letter} (=\textbf{customa}), \textbf{bookinbook} + (=\textbf{customb}), and \textbf{suppbook} (=\textbf{customc}) + instead. +\item If by some chance anyone is still using the old \cmd{custpunctc} + macro, it is now obsolete. It really shouldn't be needed, but let + me know if I'm wrong. +\end{itemize} + +\vspace{2\baselineskip} + +Other New Features: +\begin{itemize} +\item The Chicago author-date style is now implemented in the + package, and is fully documented in section~\ref{sec:authdate}, + above. +\item The default way of loading the style(s) has slightly changed. + You should put either \texttt{notes} or \texttt{authordate} in the + options to \textsf{biblatex-chicago}, e.g.: + \begin{quote} + \cmd{usepackage[authordate,more options% + \,\ldots]\{biblatex-chicago\}} + \end{quote} +\item With the addition of the second Chicago style, I have thought it + appropriate to alter both the name of the package and the names of + the files it contains. The package is now \textsf{biblatex-chicago} + instead of \textsf{biblatex-chicago-notes-df}, and the following + files have been renamed: + \begin{itemize} + \item \textsf{chicago-notes-df.cbx} is now \textsf{chicago-notes.cbx} + \item \textsf{chicago-notes-df.bbx} is now \textsf{chicago-notes.bbx} + \item \textsf{sample.tex} is now \textsf{cms-notes-sample.tex} + \item \textsf{sample.pdf} is now \textsf{cms-notes-sample.pdf} + \item \textsf{chicago-test.bib} is now \textsf{notes-test.bib} + \item \textsf{biblatex-chicago-notes-df.pdf} (this file) is now + \textsf{biblatex-chicago.pdf} + \end{itemize} + The following files have been added: + \begin{itemize} + \item \textsf{chicago-authordate.cbx} + \item \textsf{chicago-authordate.bbx} + \item \textsf{cms-dates-sample.tex} + \item \textsf{cms-dates-sample.pdf} + \item \textsf{dates-test.bib} + \end{itemize} + The following files have retained their old names: + \begin{itemize} + \item \textsf{cms-american.lbx} + \item \textsf{cms-french.lbx} + \item \textsf{cms-german.lbx} + \item \textsf{cms-ngerman.lbx} + \item \textsf{biblatex-chicago.sty} + \end{itemize} +\item I have implemented the \textsf{pubstate} field, slightly + differently yet compatibly in the two styles, to provide a simpler + mechanism for identifying a reprinted book. In the author-date + style, it is highly recommended you use it, as it sorts out some + complicated formatting questions automatically. In the notes \&\ + bibliography style it isn't strictly necessary, but may be useful + anyway and easier to remember than the old system. See the + documentation under \textsf{pubstate} in + sections~\ref{sec:entryfields} and \ref{sec:fields:authdate}, above. +\item Users of \textsf{biblatex-chicago-notes} no longer need a + \textsf{shortauthor} field in author-less \textsf{manual} entries, + or in author-less \textsf{article} or \textsf{review} entries with a + \texttt{maga\-zine} \textsf{entrysubtype}. The package will now + automatically take an author for short notes from the + \textsf{organization} field for \textsf{manual} entries and from the + \textsf{journaltitle} field for the others. You can still use a + \textsf{shortauthor} field if you want, but it's no longer + necessary. (This also holds for \textsf{chicago-authordate}.) +\item Date presentation in the \textsf{misc} entry type (with + \textsf{entrysubtype}) has changed to fix an inaccuracy. You can + now use the \textsf{date} and \textsf{origdate} fields to + distinguish between two sorts of archival source: letters and + \enquote{letter-like} sources use \textsf{origdate}, interviews and + other non-letters use \textsf{date}. The only difference is in how + the date is printed, so current .bib entries will continue to work + fine, albeit with minor inaccuracies in the case of non-letter-like + sources. See the docs on \textbf{misc} in + sections~\ref{sec:entrytypes} and \ref{sec:types:authdate}, above. +\item When only one date is presented in a \textsf{patent} entry --- + either in the \textsf{date} or \textsf{origdate} field --- this will + now always be used as the filing date. In + \textsf{biblatex-chicago-notes}, this makes a change from the + previous (incorrect) behavior. +\item I have included the option \texttt{dateabbrev=false} in the + default settings for \textsf{biblatex-chicago-notes}. This ensures + that the long month names are printed, as otherwise recent releases + of \textsf{biblatex} print the abbreviated ones by default. +\item The provision of punctuation in \textsf{entrysubtype} + \texttt{classical} entries has been improved, allowing the comma to + appear before certain kinds of location specifiers even when citing + works by their traditional divisions. See \emph{Manual} 17.253. + (This applies to both Chicago styles.) +\item The \textsf{number} field in \textsf{article}, + \textsf{periodical}, and \textsf{review} entries now allows you to + include a series or range of numbers in the field, with the style + automatically providing the correct bibstring (singular or plural). +\item I have removed and altered bibstrings in the .lbx files to take + advantage of the new \cmd{bibsstring} and \cmd{biblstring} commands + in \textsf{biblatex}, and added one new string + (\texttt{origpubyear}) needed by + \textsf{biblatex-chicago-authordate}. +\end{itemize} + +\textbf{0.9a: Released March 20, 2010} +\begin{itemize} +\item Quick fixes for compatibility with \textsf{biblatex} 0.9a. +\end{itemize} + +\textbf{0.9: Released March 18, 2010} + +\mylittlespace Obsolete and Deprecated Features: +\begin{itemize} +\item The \textbf{userd} field is now obsolete. All information it + used to hold should be placed in the \textsf{edition} field. +\item The \textbf{origyear} field is now obsolete in + \textsf{biblatex}. It has been replaced by \textbf{origdate}, and + because the latter allows a full date specification, I have been + able to make the operation of \textsf{customa} (=\,\textsf{letter}), + \textsf{misc} (with an \textsf{entrysubtype}), and \textsf{patent} + entries more intuitive. The RELEASE file contained in this package + gives the short instructions on how to update your .bib files, and + you can also consult the documentation of those entry types above. +\item The modified \textsf{csquotes.cfg} file I provided in earlier + releases is now obsolete, and has been removed from the package. + Please upgrade to the latest version of \textsf{csquotes} and, if + you are still using my modified .cfg file, remove it from your \TeX\ + search path, or at the very least excise the code I provided. +\end{itemize} + +Other New Features: +\begin{itemize} +\item Added the files \textsf{cms-german.lbx} (with its clone + \textsf{cms-ngerman.lbx}) and \textsf{cms-french.lbx}, which allow + the creation of Chicago-like references in those languages. See + section \ref{sec:international} above for details on usage. +\item Added the \texttt{annotation} package option to allow the + creation of annotated bibliographies. This code is still not + entirely polished yet, but it is usable. Please see page + \pageref{sec:annote} above for instructions and hints. +\item Added \textsf{biblatex's} new \textbf{bookinbook} entry type, + which currently functions as an alias of the \textsf{customb} type. + As \textsf{biblatex} now provides standard equivalents for all of + the custom types I initially found it necessary to provide --- + \textsf{letter}~= \textsf{customa}, \textsf{bookinbook}~= + \textsf{customb}, and \textsf{suppbook} \& \textsf{suppcollection}~= + \textsf{customc} --- it may soon be time to prune out the custom + types to enhance compatibility with other \textsf{biblatex} styles. + I shall give plenty of warning before I do so. +\item In line with the new system adopted in \textsf{biblatex} 0.9, + using the \textsf{editortype} field turns off the usual string + concatenation mechanisms of the Chicago style. See Lehman's RELEASE + file for a discussion of this. +\item I have added support for the new \textsf{editor[a--c]} and + \textsf{editor[a--c]type} fields, and they work just as in standard + \textsf{biblatex}, though I'm uncertain how much use they'll get + from users of the Chicago style. +\item I have added many bibstrings to the .lbx files to help with + internationalization. The new ones that you might want to use in + your .bib files include: \texttt{pseudonym}, \texttt{nodate}, + \texttt{revisededition}, \texttt{numbers}, and \texttt{reviewof}. + Please see section~\ref{sec:international} for a fuller list. +\end{itemize} + +\textbf{0.8.9d: Released February 17, 2010} +\begin{itemize} +\item Chris Sparks and Aaron Lambert both found formatting bugs in the + 0.8.9c code. I've fixed these bugs, and am releasing this version + now, the last in the 0.8.9 series. The next release of + \textsf{biblatex-chicago-notes-df}, due as soon as possible, will + contain many more significant changes, including those necessary for + it to function properly with the recently-released \textsf{biblatex} + version 0.9. In the meantime, at least version 0.8.9d should produce + more accurate output. +\end{itemize} + +\textbf{0.8.9c: Released November 4, 2009} +\begin{itemize} +\item Emil Salim noticed that the \emph{ibidem} mechanism wasn't + working properly, printing the page number after \enquote{Ibid} even + when the page reference of the preceding citation was identical. + The fix for this involved setting \texttt{loccittracker=constrict} + in \textsf{biblatex-chicago.sty}, something you'll have to do + manually yourself if you're loading the package via a call to + \textsf{biblatex} rather than to \textsf{biblatex-chicago}. +\item Several users have reported unwanted behavior when repeated + names in bibliographies are replaced with the \texttt{bibnamedash}. + This release should fix both when the \texttt{bibnamedash} appears + and what punctuation follows it. +\end{itemize} + +\textbf{0.8.9b: Released September 9, 2009} +\begin{itemize} +\item Fixed a long-standing bug in formatting names in the + bibliography. The package now correctly places a comma after the + reversed name that begins the entry, using \textsf{biblatex's} + \cmd{revsdnamedelim} command. Many thanks to Johanna Pink for + catching my rather egregious error. +\item While fixing some formatting errors that cropped up when using + the newest version of \textsf{biblatex} (0.8h at time of writing), I + also spotted some more venerable bugs in the code for using + shortened cross-references for citing multiple entries in a + collection of essays or letters. I believe this now works + correctly, but please let me know if you discover differently. +\item Joseph Reagle noticed that endnote marks (produced using the + \textsf{endnotes} package) did not receive the + same treatment as footnote marks. I have rectified this, placing + the code in \textsf{biblatex-chicago.sty} so that you can turn it + off either by using the old package-loading system or by setting the + \texttt{footmarkoff} package option when loading + \textsf{biblatex-chicago}. +\item Updates to Lehman's \textsf{csquotes} package have rendered my + modifications in \textsf{csquotes.cfg} obsolete. Please use the + latest version of \textsf{csquotes} (4.4a at time of writing) and + ignore my file, which will disappear in a later release. +\item At the request of Will Small, I have included some code, still + in an alpha state, to allow you to specify, in the bibliography, the + original publication details of essays which you are citing from + later reprints (a \emph{Collected Essays} volume, for example). See + the documentation above under the \textsf{\mycolor{reprinttitle}} + field if you would like to test this functionality. +\end{itemize} + +%\enlargethispage{-3\baselineskip} + +\textbf{0.8.9a: Released July 5, 2009} +\begin{itemize} +\item Slight changes for compatibility with \textsf{biblatex} 0.8e. + The package still works with 0.8c and 0.8d, as well. +\end{itemize} + +\textbf{0.8.9: Released July 2, 2009} + +\mylittlespace Obsolete and Deprecated Features: +\begin{itemize} +\item The \textbf{single-letter bibstrings} (\cmd{bibstring\{a\}}, + \cmd{bibstring\{b\}}, etc.) are now obsolete. You should replace + any still present in your .bib file with \cmd{autocap} commands --- + see §~3.8.4 of \textsf{biblatex.pdf}. +\end{itemize} + +Other New Features: +\begin{itemize} +\item The default way of loading the package is now with + + \cmd{usepackage[further-options]\{biblatex-chicago\}} + + rather than + + \cmd{usepackage[style=chicago-notes-df,further-options]\{biblatex\}}. + + Please see section~\ref{sec:loading} above for details and hints. +\item Package-specific bibstrings have been removed from the .cbx and + .bbx files and are now gathered in a new file, + \textbf{cms-american.lbx}, which changes the way the package + interacts with \textbf{babel}. It is now somewhat simpler if you + want the defaults, but somewhat more complex if you require + non-standard features. Please see section~\ref{sec:otherpacks} + above for more details. +\item Two new entry types have been added: \textbf{artwork} for works + of visual art excluding photographs, and \textbf{image} for + photographs. See the documentation of \textsf{artwork} for how to + create .bib entries for both types. +\item Added the new bibliography and entry option + \textbf{usecompiler}, set to \texttt{true} by default. This + streamlines the code that finds a name to head an entry + (\textbf{author -> editor [or namea] -> translator [or nameb] -> + compiler [namec] -> title}). The whole system should work more + consistently now, but do see the \textsf{author} and \textsf{namec} + documentation for improved notes on how to use it. +\item Added the new bibliography option \textbf{footmarkoff}, to turn + off the optional in-line (as opposed to superscript) formatting of + the marks in foot- or endnotes. You only need this if you load the + package with the new default \cmd{usepackage\{biblatex-chicago\}}; + users loading it the old way get default \LaTeX\ formatting. +\item At Matthew Lundin's request, I have added the citation command + \textbf{\textbackslash head\-lesscite}, which works like + \cmd{headlessfullcite} but allows \textsf{biblatex} to decide + whether to print the full or the short note. +\item Fully adopted \textsf{biblatex's} system for providing + end-of-entry punctuation, which should solve some of the bugs users + have been finding. See section~\ref{sec:otherhints}, above, and do + please let me know if inconsistencies remain. +\item Added a modified \textbf{csquotes.cfg} file to address issues + users were having when using the \textbf{Xe\LaTeX} engine in + combination with \textsf{biblatex-chicago}. See + section~\ref{sec:otherpacks}, above. +\item Added \texttt{natbib} option to allow users of the default setup + to continue to benefit from \textsf{biblatex's} \textsf{natbib} + compatibility code. Thanks to Bennett Helm for pointing out this + issue. +\item Added a \textbf{shorthandibid} option to allow the printing of + \emph{ibid.}\ in consecutive references to an entry that contains a + \textsf{shorthand} field. Thanks to Chris Sparks for calling my + attention to this problem. +\item While investigating the preceding, I noticed failures when + combining the \texttt{short} option with a \textsf{shorthand} field. + The package now actually does what it has always claimed to do under + \textbf{shorthand}. +\item Many small bug fixes and improvements to the documentation. +\end{itemize} + +To Do: + +\begin{itemize} +\item The shorthand vs \emph{ibid.}\ question may need more careful + addressing in some cross references, and also in relation to the + \texttt{noibid} package option. +\item Charles Schaum has quite rightly pointed out the inconsistency + in my naming conventions --- \textsf{biblatex-chicago.sty} as + opposed to \textsf{chicago-notes-df.cbx}, for example. I'm going to + delay a decision on which way to go with this until a later release. +\end{itemize} + +\textbf{0.8.5a: Released June 14, 2009} + +\begin{itemize} +\item Quick and dirty fixes to bibliography strings to allow + compatibility with \textsf{biblatex} version 0.8d. If you are still + using 0.8c, then I would wait for the next version of + \textsf{biblatex-chicago-notes-df}, which is due soon. See README. +\end{itemize} + +\textbf{0.8.5: Released January 10, 2009} + +\mylittlespace Obsolete and Deprecated Features: + + \begin{itemize} + \item The \textbf{\textbackslash custpunct} commands are now + deprecated --- Lehman's \enquote{American} punctuation tracking + facilities should handle quoted text automatically, assuming you + remember always to use \textbf{\textbackslash mkbibquote} in your + database. If you still need \cmd{custpunct}, please let me know, + as it may be an error in the style. + \item With \cmd{custpunct} no longer needed, the toggles activated + by placing \enquote{\texttt{plain}} in the \textbf{type} or + \textbf{userb} fields are also deprecated. + \end{itemize} + +Other New Features: + +\begin{itemize} +\item At least \textbf{biblatex 0.8b} is now required --- 0.8c works + fine, as well. +\item I now \emph{strongly recommend} that you use \textbf{babel} with + \enquote{\texttt{american}} as the main text language. See + section~\ref{sec:otherpacks} above for further details. +\item The \textbf{customc} entry type has been revised, allowing you + to cite any sort of supplementary material using the \textbf{type} + field instead of relying on toggles in the \textsf{introduction}, + \textsf{afterword}, and \textsf{foreword} fields, though these + latter still work. The two new entry types \textbf{suppbook} and + \textbf{suppcollection} are both aliased to \textsf{customc}, and + therefore work in exactly the same way. +\item The new entry type \textbf{suppperiodical} is aliased to + \textbf{review}. +\item The new entry type \textbf{letter} is aliased to + \textbf{customa}. +\item In \textbf{inreference} entries the \textsf{postnote} field of + all \cmd{cite} commands is now treated like data in \textsf{lista}, + that is, it will be placed within quotation marks and prefaced with + the appropriate string. The only difference is that you can only + put one such article name in \textsf{postnote}, as it isn't a list + field. +\item I've set the new \textsf{biblatex} option \texttt{usetranslator} + to \texttt{true} by default, which means entries will automatically + be alphabetized by their \textsf{translator} in the absence of an + \textsf{author} or an \textsf{editor}. +\item A host of small formatting errors were eliminated, nearly all of + them through adopting Lehman's punctuation tracker. +\item In the main body of this documentation, I've added some + \mycolor{\textbf{color coding}} to help you more quickly to identify + entry types and fields that are either new or that have undergone + significant revision. +\end{itemize} + +To Do: + +\begin{itemize} +\item Separate out \enquote{options} from the basic citation + \enquote{style,} using a \LaTeX\ style file. This is an + architectural change recommended by Lehman. +\end{itemize} + +\textbf{0.8.2.2: Released November 24, 2008} + +\begin{itemize} +\item Fixed spurious commas appearing in some bibliography entries, + spotted by Nick Andrewes. While investigating this I noticed a more + general problem with punctuation after italicized titles ending with + question marks or exclamation points. This will be addressed in + forthcoming revisions both of \textsf{biblatex} and of this package. +\item Nick also reported some problems with spurious punctuation in + the bibliography when using XeLaTeX. I haven't yet been able to pin + down the exact cause of these, but if you are using XeLaTeX and are + having (or have solved) similar problems I'd be interested to hear + from you. +\end{itemize} + +\textbf{0.8.2: Released November 3, 2008} + +\begin{itemize} +\item Fixed several formatting glitches between citations in multicite + commands (spotted by Joseph Reagle) and also after some prenotes. +\end{itemize} + +\textbf{0.8.1: Released October 22, 2008} + +\mylittlespace Obsolete and Deprecated Features: + +\begin{itemize} +\item The \textbf{origlocation} field is now obsolete, and has been + replaced by \textbf{lista}. Please update your .bib files + accordingly. +\item The single-letter \textbf{\textbackslash 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 \cmd{bibstring} functionality then you should switch + to \cmd{autocap}, as I shall be removing the single-letter + \texttt{bibstrings} in a future release. See above under + \textbf{\textbackslash autocap} for all the details. +\item The \textbf{userd} field is now deprecated, as \textsf{biblatex} + 0.8 allows all forms of data to be included in the \textsf{edition} + field. I shall be removing \textsf{userd} in a future release, so + please update your .bib files as soon as is convenient. +\end{itemize} + +Other New Features: + +\begin{itemize} +\item Updated the .bbx and .cbx files to work with \textsf{biblatex} + 0.8. This most recent version of \textsf{biblatex} is now required + for \textsf{biblatex-chicago-notes-df} to work. +\item Added the \textbf{usera} field, which holds supplemental + information about a \textsf{journaltitle} in \textsf{article} and + \textsf{review} entries. See the documentation of the field for + details. +\item Added the \textbf{\textbackslash citetitles} multicite command + to fix a problem with spurious punctuation when multiple titles were + listed. +\item Added the \textbf{\textbackslash Citetitle} command to help with + automatic capitalization of titles when they occur at the beginning + of a note. +\item Minor punctuation fixes in \textsf{biblatex-chicago-notes-df.bbx}. +\end{itemize} + +To Do: + +\begin{itemize} +\item Integrate \textsf{biblatex's} American punctuation facilities. +\item Separate out \enquote{options} from the basic citation + \enquote{style,} using a \LaTeX\ style file. This is an + architectural change recommended by Lehman. +\item Investigate and possibly integrate the new entry types provided + in \textsf{biblatex} 0.8. +\end{itemize} + +\textbf{0.7: First public release, September 18, 2008} + +\end{document} diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.pdf b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.pdf Binary files differnew file mode 100644 index 00000000000..a3eabbab836 --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.pdf diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.tex b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.tex new file mode 100644 index 00000000000..87d8620f5b4 --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.tex @@ -0,0 +1,335 @@ +\documentclass[a4paper,12pt]{report} +\usepackage[T1]{fontenc} +\usepackage{textcomp} +%\usepackage{endnotes} +\usepackage[latin1]{inputenc} +\usepackage[german,french,american]{babel} +\usepackage[autostyle]{csquotes} +%\usepackage[document]{ragged2e} +\usepackage[authordate,backend=bibtex8,babel=hyphen,% +bibencoding=inputenc,strict]{biblatex-chicago} +% \usepackage[style=chicago-authordate,backend=bibtex8,usecompiler=true,% +% babel=other,bibencoding=inputenc,sorting=nyt,cmslos]{biblatex} +\DeclareLanguageMapping{german}{cms-german} +%\DeclareLanguageMapping{american}{cms-american} +\DeclareLanguageMapping{french}{cms-french} +%\renewcommand*{\rmdefault}{fgn}% The font (gentium) used for pdf +\usepackage{ifthen} +\usepackage{setspace} +\usepackage{vmargin} \setpapersize{A4} +\setmarginsrb{1in}{20pt}{1in}{.5in}{1pt}{2pt}{0pt}{2mm} +\usepackage{url} +\urlstyle{rm} +\hyphenation{evans-ton clem-ens} +\setlength{\dimen\footins}{9.5in} +\setlength{\parindent}{0pt} +\setlength{\parskip}{5pt} +\newcommand{\cmd}[1]{\texttt{\textbackslash #1}} +\bibliography{dates-test} +%%\onehalfspacing +\begin{document} + +\section*{The Chicago Author-Date Specification} +\label{sec:spec} + +As a general rule, you'll probably want to use the \cmd{autocite} +command for most citations. For most sources, the result will be +exactly as you expect it to be. A few examples: +\autocite{adorno:benj}; \autocite{ashbrook:brain}; +\autocite{babb:peru}; \autocite{barcott:review}. Any page references +should also appear as you expect: \autocite[338]{batson}; +\autocite[79]{beattie:crime}; \autocite[36]{boxer:china}. + +\subsection*{Repeated citations} +\label{sec:ibidem} + +Repeated citations are somewhat complicated. The Chicago author-date +style doesn't use \enquote{\emph{Ibid},} but in general a repeated +citation on the same page will print only the page reference: +\autocite{browning:aurora}; \autocite[45]{browning:aurora}. +Technically, this should only occur when a source is cited +\enquote{more than once in one paragraph} +\autocite[16.114]{chicago:manual}, so you can use the \cmd{citereset} +command from \textsf{biblatex} to achieve the greatest compliance, as +the package only offers automatic resetting on part, chapter, section, +and subsection boundaries, while \textsf{biblatex-chicago} +automatically resets the tracker at page breaks: + +\citereset\cmd{citereset}\ \autocite[16.115]{chicago:manual}. If you +are going to repeat a source, make sure that the cite command provides +a postnote --- if you don't need to cite a 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: +\autocite{chicago:manual}. + +\subsection*{Other citation commands} +\label{sec:other} + +The other citation commands from \textsf{biblatex} also work fine: + +\cmd{textcite}: \textcite{conley:fifthgrade}; \cmd{autocite*}: +\autocite*{connell:chronic}; \cmd{cite}: \cite{conway:evolution}; +\cmd{cite*}: \cite*{davenport:attention}; \cmd{foot\-note} with +\cmd{autocite};\footnote{\autocite{donne:var}.}\ \cmd{footcite} +(=\cmd{cite} inside a \cmd{footnote}). \footcite{dunn:revolutions} + +Multicites should work as you expect, too: + +\cmd{autocites}: \autocites{dyna:browser}{eliot:pound}; +\cmd{autocites} by the same author: +\autocites{pirumova}{pirumova:russian}; \cmd{autocites} by the same +author with postnotes: \autocites{pirumova}[14]{pirumova:russian}; +\cmd{textcites} by the same author with postnotes: +\textcites[37]{pirumova}{pirumova:russian}. + +\subsection*{Shorthands} +\label{sec:shorthands} + +Chicago's author-date style only seems to recommend the use of +shorthands as abbreviations for long authors' names, particularly +institutional names \autocite[17.47]{chicago:manual}. By default, I +have followed this recommendation: \cmd{autocites}: +\autocites{bsi:abbreviation}{iso:electrodoc}; \cmd{textcites}: +\textcites{bsi:abbreviation}{iso:electrodoc}. It suggests placing the +expansion of the abbreviation into the reference list itself, a +procedure that I shall implement in the next release of +\textsf{biblatex-chicago}. For now, the list of shorthands will +present the expansion. Please note, also, that you can get back +something approaching the \enquote{standard} behavior of shorthands if +you give the \texttt{cmslos=false} option to \textsf{biblatex-chicago} +in your document preamble. + +\subsection*{Mildly problematic entries} +\label{sec:problematic} + +In most entries, the absence of an author can be supplied by, e.g., an +editor or a translator: \autocite{chaucer:alt}; +\autocite{silver:gawain}. Sometimes an anonymous work's author is +known or can be guessed: \autocite{horsley:prosodies}; +\autocite{cook:sotweed}. Alternatively, in some cases the use of +\enquote{\texttt{Anon.}}\ as author may be the simplest option: +\autocite{anon:stanze}; \autocite{virginia:plantation}. + +An absent date will, in most entry types, provoke the package into +providing \enquote{\texttt{n.d.}\hspace{-2pt}}: +\autocite{evanston:library}. You can also give it yourself in the +form \cmd{bibstring\{nodate\}}: \autocite{ross:thesis}. A date that +can be guessed should appear within square brackets: +\autocite{clark:mesopot}. Forthcoming works are straightforward, +assuming you remember to use the \cmd{autocap} macro so that the word +appears correctly in both citations and the list of references: +\autocite{author:forthcoming}; \autocite{contrib:contrib}. + +The \emph{Manual} outlines a series of options for entries with more +than one date \autocite[17.124--27]{chicago:manual}. All of these +possibilities are available in \textsf{biblatex-chicago} using the +\texttt{cmsdate} entry option: \texttt{cmsdate=off} (the default): +\autocite{maitland:equity}; \texttt{cmsdate=on}: +\autocite{james:ambassadors}; \texttt{cmsdate=old}: +\autocite{emerson:nature}; \texttt{cmsdate=new}: +\autocite{maitland:canon}. These options, in combination with others +available in your .bib files, can cover a wide range of difficult +cases. Please see the next section below, the documentation in +\textsf{biblatex-chicago.pdf}, and also the following entries in +\textsf{dates-test.bib}: +\autocites{schweitzer:bach}{white:russ}{white:ross:memo}. + +\subsection*{Corners of the specification} +\label{sec:corners} + +In some cases, the \emph{Manual} isn't altogether clear about how to +present entries in the author-date style. I'm pretty certain about +most of what follows, but if you interpret the specification +differently please let me know. + +\subsubsection*{InReference entries} +\label{sec:inref} + +These present several peculiarities: the title of the work should +always take the place of any author, no +\enquote{\texttt{n.d.}\hspace{-2pt}} will be automatically provided, +and any postnote field will be enclosed in quotation marks preceded by +\enquote{\texttt{s.v.}\hspace{-2pt}} for \enquote{\emph{sub verbo}.} +This allows you to refer to alphabetized articles in well-known +reference works: \autocite[Hume, David]{ency:britannica}; +\autocite[Sibelius, Jean]{grove:sibelius}; +\autocite[BibTeX]{wikiped:bibtex}. + +\subsubsection*{Author-less Article (and Manual) entries} +\label{sec:authless:art} + +In article entries with the \texttt{magazine} entrysubtype, the +absence of an author automatically places the title of the periodical +in citations and at the head of the entry in the list of references: +\autocite{gourmet:052006}; \autocite{lakeforester:pushcarts}; +\autocite{nyt:trevorobit}. In \textsf{manual} entries, the +\textsf{organization} field does the same: \autocite{dyna:browser}. +If you wish to present an abbreviated form of the journal (or +organization) name only in citations, then the \textsf{shortauthor} +field --- or in other cases the \textsf{shorthand} field --- is the +place for it, making sure to include formatting: +\autocite{unsigned:ranke}; \autocite{bsi:abbreviation}. + +\subsubsection*{Misc entries with an entrysubtype} +\label{sec:misc} + +When citing individual letter-like pieces from an unpublished archive +using \textsf{origdate}, you need to set the \texttt{cmsdate=on} +option so that the \textsf{origdate} appears in the citation and at +the head of the entry in the list of references: +\autocite{creel:house}. Non-letters, e.g., interviews, use the +\textsf{date} field, so you don't need \texttt{cmsdate}; +\autocite{spock:interview}. For undated pieces you can put +\cmd{bibstring\{nodate\}} in the \textsf{year} field: +\autocite{dinkel:agassiz}. For citing whole collections, see the next +section. + +\subsubsection*{entrysubtype = \{classical\}} +\label{sec:classical} + +This option's name derives from its use for citing texts from +classical antiquity, though in the author-date style especially it can +be put to use in several other contexts. In a nutshell, any entry +with such an \textsf{entrysubtype} will be treated, in citations only, +not as author-date but as author-title. (Entries in the list of +references, e.g., a particular edition of Aristotle, will still appear +in standard author-date format.) A \cmd{cite*} or \cmd{autocite*} +command will, in such a case, produce the title rather than the year. +Some examples should make this clearer: + +Classical works: without abbreviation: +\autocite{aristotle:metaphy:trans}; with abbreviation: +\autocite{aristotle:metaphy:gr}; \autocite{plato:republic:gr}; using +standard pagination: \autocite*[3.2.996b5--8]{aristotle:metaphy:gr}; +\autocite*[420e]{plato:republic:gr}; work cited by page of a modern +edition, i.e., without \textsf{entrysubtype}: +\autocite[198]{euripides:orestes}. + +Sacred works, e.g., the Bible and the Qur'an: +\autocite[25:19--36:43]{genesis}. + +An unpublished archive, from which more than one work has been cited: +\autocite[file 12]{house:papers}. (Both this and the previous example +use a Misc entry with \texttt{classical} \textsf{entrysubtype}.) + +\subsubsection*{Multiple authors} +\label{sec:multiple} + +The default settings in \textsf{biblatex-chicago} are +\texttt{maxnames=3,minnames=1} in citations and +\texttt{max\-names=10,minnames=7} in the list of references (see the +\cmd{printbibliography} command in the .tex file). 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: \autocite{hlatky:hrt}. For the vast majority of +circumstances, these settings are exactly right for the 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} \autocite[16.118]{chicago:manual}. +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. + +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 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. + +\subsection*{Further examples (mainly for testing purposes)} +\label{testing} + +Article: \autocite{assocpress:gun}; \autocite{brown:bremer}; +\autocite{bundy:macneil}; \autocite{chu:panda}; +\autocite{Clemens:letter}; \autocite{conley:fifthgrade}; +\autocite{connell:chronic}; \autocite{friedman:learning}; +\autocite{garaud:gatine}; \autocite{garrett}; \autocite{gibbard}; +\autocite{kern}; \autocite{kimluu:diethyl}; \autocite{kozinn:review}; +\autocite{lewis}; \autocite{loften:hamlet}; +\autocite{loomis:structure}; \autocite{morgenson:market}; +\autocite{osborne:poison}; \autocite{ratliff:review}; +\autocite{reaves:rosen}; \autocite{rozner:liberation}; +\autocite{schneider:mittelpleistozaene}; \autocite{sewall:letter}; +\autocite{stenger:privacy}; \autocite{terborgh:preservation}; +\autocite{wall:radio}; \autocite{wallraff:word}; +\autocite{warr:ellison}; \autocite{white:callimachus}. + +Artwork: \autocite{leo:madonna}. + +Book: \autocite{barrows:reading}; \autocite{churchill:letters}; +\autocite{cohen:schiff}; \autocite{cotton:manufacture}; +\autocite{creasey:ashe:blast}; \autocite{creasey:morton:hide}; +\autocite{creasey:york:death}; \autocite{davenport:attention}; +\autocite{feydeau:farces}; \autocite{furet:passing:eng}; +\autocite{furet:passing:fr}; \autocite{harley:cartography}; +\autocite{hopp:attalid}; \autocite{howell:marriage}; +\autocite{lach:asia}; \autocite{lecarre:quest}; +\autocite{levistrauss:savage}; \autocite{lynch:webstyle}; +\autocite{maisonneuve:relations}; \autocite{mchugh:wake}; +\autocite{menchu:crossing}; \autocite{meredith:letters}; +\autocite{michelangelo:poems}; \autocite{mla:style}; +\autocite{natrecoff:camera}; \autocite{palmatary:pottery}; +\autocite{pelikan:christian}; \autocite{rodman:walk}; +\autocite{schellinger:novel}; \autocite{sechzer:women}; +\autocite{sereny:cries}; \autocite{soltes:georgia}; +\autocite{stendhal:parma}; \autocite{suangtho:tectona}; +\autocite{thompson:making}; \autocite{tillich:system}; +\autocite{times:guide}; \autocite{turabian:manual}; +\autocite{walker:columbia}; \autocite{wauchope:ceramics}; +\autocite{weber:saugetiere}; \autocite{weresz}; +\autocite{white:total}; \autocite{wright:evolution}; +\autocite{wright:theory}. + +BookInBook: \autocite{bernard:boris}. + +Collection: \autocite{brush:ornithology}; \autocite{kamrany:economic}; +\autocite{prairie:state}; \autocite{zukowsky:chicago}. + +Image: \autocite{bedford:photo}. + +InBook: \autocite{ashbrook:brain}; \autocite{phibbs:diary}; +\autocite{will:cohere}. + +InCollection: \autocite{centinel:letters}; \autocite{ellet:galena}; +\autocite{keating:dearborn}; \autocite{lippincott:chicago}; +\autocite{sirosh:visualcortex}; \autocite{wiens:avian}. + +Manual: \autocite{dyna:browser}. + +Online: \autocite{powell:email}. + +Patent: \autocite{petroff:impurity}. + +Periodical: \autocite{good:wholeissue}; \autocite{whittington:water}. + +Report: \autocite{herwign:office}. + +SuppBook: \autocite{friedman:intro}; \autocite{polakow:afterw}; +\autocite{prose:intro}. + +Thesis: \autocite{murphy:silent}. + +Unpublished: \autocite{nass:address}. + + +\printshorthands +\nocite{*} +\printbibliography[title=References,maxnames=10,minnames=7] +\end{document} +%%% Local Variables: +%%% mode: latex +%%% TeX-master: t +%%% End: diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.pdf b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.pdf Binary files differnew file mode 100644 index 00000000000..ef14eeec36c --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.pdf diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.tex b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.tex new file mode 100644 index 00000000000..c7009923348 --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.tex @@ -0,0 +1,200 @@ +\documentclass[a4paper,12pt]{report} +\usepackage[T1]{fontenc} +\usepackage{textcomp} +\usepackage[latin1]{inputenc} +\usepackage[american]{babel} +\usepackage[autostyle]{csquotes} +\usepackage[document]{ragged2e} +\usepackage[notes,strict,backend=bibtex8,babel=other,% +bibencoding=inputenc]{biblatex-chicago} +%%\usepackage[osf]{mathpazo} +%\renewcommand*{\rmdefault}{fgn}% The font (gentium) used for pdf +\usepackage{ifthen} +\usepackage{setspace} +\usepackage{vmargin} \setpapersize{A4} +\setmarginsrb{1in}{20pt}{1in}{.5in}{1pt}{2pt}{0pt}{2mm} +\renewcommand{\sfdefault}{phv} +\renewcommand{\ttdefault}{pcr} +\usepackage{url} +\urlstyle{rm} +\setlength{\dimen\footins}{9.5in} +\bibliography{notes-test} +%%\onehalfspacing +\begin{document} +Note\autocite{adorno:benj} note\autocite{aristotle:metaphy:gr} +note\autocite{adorno:benj} note\autocite[23]{adorno:benj} +note\autocite{ashbrook:brain} +note\autocite[3.2.996b5--8]{aristotle:metaphy:gr} +note\autocite{assocpress:gun} note\autocite[149]{ashbrook:brain} +note\autocite{author:forthcoming} note\autocite{assocpress:gun} +note\autocite{babb:peru} note\autocite{author:forthcoming} +note\autocite{barcott:review} note\autocite{batson}. + +Note\autocite{babb:peru} note\autocite{barcott:review} +note\autocite[339]{batson} note\autocite{beattie:crime} +note\autocite{bedford:photo} note\autocite{babb:peru} +note\autocite{bernard:boris} note\autocite{boxer:china} +note\autocite{beattie:crime} note\autocite{brown:bremer} +note\autocite{bernard:boris} note\autocite{boxer:china} +note\autocite{browning:aurora}. + +Note\autocite[pt.\ 2:55]{brown:bremer} note\autocite{bundy:macneil} +note\autocite{centinel:letters} note\autocite{chaucer:liferecords} +note\autocite{browning:aurora} +note\autocite[\printdate]{bundy:macneil} +note\autocite[29]{centinel:letters} note\autocite{chaucer:alt} +note\autocite{clark:mesopot} note\autocite{chaucer:liferecords} +note\autocite{Clemens:letter} note\autocite{cohen:schiff} +note\autocite{Clemens:letter} note\autocite{clark:mesopot} +note\autocite{cohen:schiff}. + +\clearpage + +Note\autocite{chaucer:alt} note\autocite{conley:fifthgrade} +note\autocite{contrib:contrib} note\autocite{conley:fifthgrade} +note\autocite{contrib:contrib} note\autocite{cook:sotweed} +note\autocite{cotton:manufacture} note\autocite{cook:sotweed} +note\autocite{creasey:ashe:blast} note\autocite{creasey:york:death} +note\autocite{cotton:manufacture} note\autocite{creasey:morton:hide} +note\autocite{creasey:ashe:blast}. + +Note\footnote{\headlessfullcite{creel:house}.} +note\autocite{davenport:attention} note\autocite{creasey:york:death} +note\autocite{creasey:morton:hide} +note\autocite[\letterdatelong]{creel:house} +note\autocite{dinkel:agassiz} note\autocite{donne:var} +note\autocite{davenport:attention} note\autocite{dunn:revolutions} +note\autocite{dyna:browser} note\autocite{dinkel:agassiz} +note\autocite{eliot:pound} note\autocite{ellet:galena}. + +Note\autocite{donne:var} note\autocite{dyna:browser} +note\autocite{emerson:nature} note\footfullcite{ency:britannica} +note\autocite{dunn:revolutions} note\autocite{eliot:pound} +note\autocite{euripides:orestes} note\autocite{ellet:galena} +note\autocite{evanston:library} +note\footnote{\headlessfullcite[3]{feydeau:farces}.} +note\autocite{emerson:nature} note\autocite{euripides:orestes} +note\autocite{friedman:learning} note\autocite{evanston:library} +note\autocite{feydeau:farces} note\autocite{friedman:learning}. + +\clearpage + +Note\autocite{furet:passing:eng} note\autocite{garaud:gatine} +note\autocite{garrett} note\autocite{gibbard} +note\autocite{furet:passing:eng} note\autocite{garrett} +note\autocite{gourmet:052006} note\autocite{garaud:gatine} +note\autocite{grove:sibelius} note\autocite{harley:cartography} +note\autocite{gibbard} note\autocite{hlatky:hrt} +note\autocite{gourmet:052006} + +Note\autocite[Sibelius, Jean]{grove:sibelius} +note\autocite{horsley:prosodies} note\autocite{harley:cartography} +note\autocite{jackson:paulina:letter} note\autocite{hlatky:hrt} +note\autocite{james:ambassadors} note\autocite{horsley:prosodies} +note\autocite{keating:dearborn} note\autocite{jackson:paulina:letter} +note\autocite{kern} note\autocite{james:ambassadors} +note\autocite{kimluu:diethyl} + +Note\autocite{keating:dearborn} note\autocite{kozinn:review} +note\autocite{kern} note\autocite{lach:asia} +note\autocite{kimluu:diethyl} note\autocite{lakeforester:pushcarts} +note\autocite{kozinn:review} note\autocite{levistrauss:savage} +note\autocite{lach:asia} note\autocite{leo:madonna} +note\autocite{lewis} note\autocite{lakeforester:pushcarts} +note\autocite{levistrauss:savage} note\autocite{lecarre:quest} +note\autocite{lewis} note\autocite{lecarre:quest}. + +\clearpage + +Note\autocite{lippincott:chicago} note\autocite{loften:hamlet} +note\autocite{maisonneuve:relations} note\autocite{lippincott:chicago} +note\autocite{loften:hamlet} note\autocite{mchugh:wake} +note\autocite{mcmillen:antebellum} +note\autocite{maisonneuve:relations} +note\footnote{\headlessfullcite[2:218]{meredith:letters}.} +note\autocite{mchugh:wake} note\autocite[6.9.4]{mla:style} +note\autocite{morgenson:market} note\autocite{murphy:silent} +note\autocite{nass:address} note\autocite{mcmillen:antebellum} +note\autocite{natrecoff:camera} note\autocite[2:25]{meredith:letters} +note\autocite[6.9.5]{mla:style} note\autocite{morgenson:market} +note\autocite{murphy:silent} note\autocite{nass:address} +note\autocite{nyt:obittrevor} note\autocite{nyt:trevorobit} +note\autocite{osborne:poison}. + +Note\autocite{natrecoff:camera} note\autocite{palmatary:pottery} +note\autocite{nyt:obittrevor} note\autocite{nyt:trevorobit} +note\autocite{pelikan:christian} note\autocite{petroff:impurity} +note\autocite{osborne:poison} note\autocite{phibbs:diary} +note\autocite{palmatary:pottery} note\autocite{pirumova} +note\autocite{pelikan:christian} note\autocite{petroff:impurity}. + +Note\autocite{plato:republic:gr} note\autocite{polakow:afterw} +note\autocite{phibbs:diary} +note\autocite[360e--361b]{plato:republic:gr}. + +\clearpage + +Note\autocite{pirumova} note\autocite{polakow:afterw} +note\autocite{powell:email} note\autocite{prose:intro} +note\autocite{ratliff:review} note\autocite{reaves:rosen} +note\autocite{powell:email} note\autocite{prose:intro} +note\autocite{rodman:walk} note\autocite{ross:thesis} +note\autocite{ratliff:review} note\autocite{rozner:liberation} +note\autocite{schellinger:novel} note\autocite{reaves:rosen} +note\autocite{rodman:walk} note\autocite{schweitzer:bach} +note\autocite{ross:thesis} note\autocite{rozner:liberation} +note\autocite{sechzer:women} note\autocite{schellinger:novel} +note\autocite{sereny:cries} note\autocite{schweitzer:bach} +note\footnote{\headlessfullcite{sewall:letter}.} +note\autocite{sechzer:women}. + +Note\autocite{sirosh:visualcortex} note\autocite{sereny:cries} +note\autocite{silver:gawain} note\autocite{sewall:letter} +note\autocite{soltes:georgia} note\autocite{sirosh:visualcortex} +note\autocite{spock:interview} note\autocite{stenger:privacy} +note\autocite{silver:gawain} note\autocite{tillich:system} +note\autocite{soltes:georgia} note\autocite{spock:interview}. + +Note\autocite{times:guide} note\autocite{virginia:plantation} +note\autocite{stenger:privacy} note\autocite{chicago:manual} +note\autocite[2:45]{tillich:system}. + +\clearpage + +Note\autocite[police ranks]{times:guide} +note\autocite{virginia:plantation} note\autocite{chicago:manual} +note\autocite{unsigned:ranke} note\autocite{herwign:office} +note\autocite{wallraff:word} note\autocite{unsigned:ranke} +note\autocite{warr:ellison} note\autocite{herwign:office} +note\autocite{wallraff:word} note\autocite{wauchope:ceramics} +note\autocite{weresz}. + +Note\autocite{white:callimachus} note\autocite{white:ross:memo} +note\autocite{warr:ellison} note\autocite{wikiped:bibtex} +note\autocite{will:cohere} note\autocite{wauchope:ceramics} +note\autocite{zukowsky:chicago} note\autocite{weresz} +note\autocite{white:russ} note\autocite{white:callimachus} +note\autocite{white:ross:memo} note\autocite{white:russ}. + +Note\autocite[BibTeX]{wikiped:bibtex} +note\autocite{will:cohere} note\autocite{zukowsky:chicago} +note\autocites[See][3.2.996b5--8]{aristotle:metaphy:gr}[360e--361b] +{plato:republic:gr}[and also][for additional +information]{white:callimachus} note\autocite{aristotle:metaphy:trans} +note\autocites[See][]{mchugh:wake}[and][569]{warr:ellison} +note\footnote{\citetitles{warr:ellison}{mchugh:wake}.} +note\footnote{\Citetitle{powell:email}.} +note\footnote{\headlessfullcite[3:126]{meredith:letters}.} +note\autocite[3:126]{meredith:letters} note\footfullcite[2]{weresz} +note\autocite[2]{weresz} note\footnote{\fullcite{zukowsky:chicago}.} +note.\footnote{\cite*{zukowsky:chicago}.} + +\clearpage +\nocite{furet:passing:fr,good:wholeissue,house:papers} +\printshorthands +\printbibliography[maxnames=10,minnames=7,notkeyword=original] +\end{document} +%%% Local Variables: +%%% mode: latex +%%% TeX-master: t +%%% End: diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/dates-test.bib b/Master/texmf-dist/doc/latex/biblatex-chicago/dates-test.bib new file mode 100644 index 00000000000..8ea061ff4e4 --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/dates-test.bib @@ -0,0 +1,2413 @@ +@String{cup = {Cambridge Univ.\ Press}} +@String{oup = {Oxford Univ.\ Press}} +@String{uchp = {Univ.\ of Chicago Press}} +@String{hup = {Harvard Univ.\ Press}} +@String{pup = {Princeton Univ.\ Press}} +@String{ucp = {Univ.\ of California Press}} +@String{sup = {Stanford Univ.\ Press}} + +@Article{Clemens:letter, + journaltitle = {Wall Street Journal}, + entrysubtype = {magazine}, + author = {Clemens, David}, + date = {2000-04-21}, + title = {letter to the editor}, + annote = {A typical letter to an editor -- note the use of + lower-case letter in title, a hangover from this + entry's presentation in the notes + bibliography + style, where it uses a Review entry. The + sentence-style capitalization function of that field + in author-date Article entries deals with it fine, + though you could get away without it.} +} + +@Book{adorno:benj, + title = {The Complete Correspondence, 1928--1940}, + publisher = hup, + year = 1999, + author = {Adorno, Theodor W. and Benjamin, Walter}, + editor = {Lonitz, Henri}, + translator = {Nicholas Walker}, + location = {Cambridge, MA}, + annote = {A published collection of letters, in a Book entry + rather than Letter. Citations of it could provide + details of the individual letter in the running + text, and/or just cite by page number.} +} + +@Book{anon:stanze, + title = {Stanze in lode della donna brutta}, + date = 1547, + author = {Anon\adddot}, + address = {Florence}, + annote = {One solution for an anonymous work in an author-date + reference list. All such works will be grouped + together in the list.}} + +@Book{aristotle:metaphy:gr, + shorttitle = {Metaph\adddot}, + title = {Metaphysics}, + options = {skipbib}, + entrysubtype = {classical}, + origdate = 1924, + date = 1997, + author = {Aristotle}, + editor = {Ross, W.~D.}, + publisher = {Oxford Univ.\ Press and Sandpiper Books}, + pubstate = {reprint}, + volumes = 2, + location = {Oxford}, + annote = {A work from classical antiquity, presented in a Book + entry with "classical" entrysubtype, hence in-text + citations will be author-title rather than + author-date. This assumes you are using the + traditional, fixed divisions of the text, in this + case those of Bekker's edition, instead of page + references to this particular edition. In the + latter case, you don't need the entrysubtype. + Putting "skipbib" in the options field means it + won't be printed separately in the bibliography, + because it will be appended to the entry for the + English translation, given below. This volume is a + reprint edition, identified as such in the pubstate + field. The absence of any cmsdate instruction in + the options field means that the date of the reprint + rather than the date of original publication will + appear in citations and at the head of the entry in + the list of references. The shorttitle provides the + officially-sanctioned abbreviation for this work in + citations, should you want to use such + abbreviations. Finally, notice two publishers, + separated by keyword "and."} +} + +@Book{aristotle:metaphy:trans, + title = {Metaphysica}, + entrysubtype = {classical}, + year = 1928, + volume = 8, + author = {Aristotle}, + editor = {Ross, W.~D.}, + nameb = {Ross, W.~D.}, + origlanguage = {greek}, + userf = {aristotle:metaphy:gr}, + maintitle = {The Works of {Aristotle}, Translated into {English}}, + publisher = {Clarendon Press}, + edition = 2, + location = {Oxford}, + annote = {Translation of the previous entry, in this case also + using Book with "classical" entrysubtype, as + citations will be by the pages of Bekker's edition. + The userf field contains the entry key for the Greek + original, which means the entry in the list of + references will contain the translation followed by + the Greek text. The origlanguage field means that + the connecting text between the two books in the + list of references will read "Greek edition:" + instead of "Originally published as." Note also + nameb, the translator of this particular volume of + the maintitle, as distinct from the editor of the + whole series, even though in this case they happen + to be the same person.} +} + +@InBook{ashbrook:brain, + author = {Ashbrook, James~B. and Albright, Carol Rausch}, + title = {The Frontal Lobes, Intending, and a Purposeful {God}}, + booktitle = {The Humanizing Brain}, + publisher = {Pilgrim Press}, + year = 1997, + chapter = 7, + location = {Cleveland, OH}, + annote = {A typical InBook entry, identified by title and + also, in this case, by chapter number rather than + page range.} +} + +@Article{assocpress:gun, + journaltitle = {New York Times}, + entrysubtype = {magazine}, + date = {2000-06-12}, + author = {{Associated Press}}, + title = {Westchester Approves Measure on Gun Safety}, + annote = {A fairly typical Article entry from a newspaper, + with the keyword "magazine" as entrysubtype, and + with a corporate author inside an extra set of curly + braces.} +} + +@Article{author:forthcoming, + author = {Author, Margaret~M.}, + title = {Article Title}, + journaltitle = {Journal Name}, + year = {\autocap{f}orthcoming}, + volume = 98, + annote = {An example of how to deal with a forthcoming article + -- note the autocap command, which will ensure + correct capitalization in reference list and + citations.} +} + +@Book{babb:peru, + title = {Between Field and Cooking Pot}, + subtitle = {The Political Economy of Marketwomen in {Peru}}, + year = 1989, + author = {Babb, Florence}, + publisher = {University of Texas Press}, + edition = {\bibstring{revisededition}}, + location = {Austin}, + annote = {A revised edition, with the bibstring revisededition + in the edition field.} +} + +@Article{barcott:review, + journaltitle = {New York Times Book Review}, + author = {Barcott, Bruce}, + date = {2000-04-16}, + entrysubtype = {magazine}, + title = {\bibstring{reviewof} \mkbibemph{The last marlin: The + story of a family at sea}, \bibstring{by} {Fred Waitzkin}}, + pages = 7, + annote = {An Article entry presenting a review from a + newspaper, with keyword "magazine" in entrysubtype, + and with the bibstring reviewof in the title field. + You could just write "review of" instead, but the + bibstring makes the entry portable across languages. + Note the formatting of the reviewed book's title + using mkbibemph, and the sentence-style + capitalization you have to provide by hand, because + the curly brackets of mkbibemph protect the text + from the automatic algorithms provided by the + package.} +} + +@Book{barrows:reading, + title = {Reading the Short Story}, + date = 1959, + volume = 1, + author = {Barrows, Herbert}, + editor = {Ray, {Gordon~N.}}, + publisher = {Houghton Mifflin}, + maintitle = {An Introduction to Literature}, + address = {Boston}, + annote = {An entry citing one volume of a multi-volume work. + The editor refers to the whole series.}} + +@Article{batson, + author = {Batson, C.~Daniel}, + title = {How Social Is the Animal? {The} Human Capacity for + Caring}, + journaltitle = {American Psychologist}, + volume = 45, + date = {1990-03}, + pages = {336--46}, + annote = {Very typical Article entry.} +} + +@Article{beattie:crime, + author = {Beattie, J.~M.}, + title = {The Pattern of Crime in {England}, 1660--1800}, + journaltitle = {Past and Present}, + year = 1974, + number = 62, + pages = {47--95}, + annote = {Article entry with number instead of volume.} +} + +@Image{bedford:photo, + author = {Bedford, Francis}, + title = {Stratford on {Avon} Church from the {Avon}}, + type = {albumen print of collodion negative}, + note = {18.8 x 28.0 cm\adddot}, + year = {1860s}, + institution = {International Museum of Photography at George + Eastman House}, + location = {Rochester}, + annote = {A typical Image entry, for presenting a photograph. + Note the type field, and the fact that it begins + with a lowercase letter, allowing biblatex to + capitalize it contextually if needed, though this is + less important in the author-date style.} +} + +@BookInBook{bernard:boris, + author = {Bernard, Thomas}, + title = {A Party for {Boris}}, + booktitle = {Histrionics}, + booksubtitle = {Three Plays}, + translator = {Jansen, Peter~K. and Northcott, Kenneth}, + publisher = uchp, + year = 1990, + location = {Chicago}, + annote = {A typical BookInBook entry, presenting part of a + book that could in other contexts be a book in its + own right. The title here will therefore be + italicized. Notice especially the use of booktitle + in such an entry, which makes it a "book within a + book."} +} + +@Book{boxer:china, + title = {South {China} in the Sixteenth Century}, + year = 1953, + editor = {Boxer, Charles~R.}, + number = {2nd ser., 106}, + series = {Hakluyt Society Publications}, + location = {London}, + annote = {Book entry with series and number. In all book-like + entries (as opposed to Article, Periodical, and + Review entries) the series field will be a name, as + here, while the number field may contain such + information as "2nd ser." or "vol. 3," or just a + plain number. Putting "2nd ser." in the number + field may seem counter-intuitive, but it's necessary + for getting the punctuation to work out right.} +} + +@Article{brown:bremer, + title = {A {Swedish} Traveler in Early {Wisconsin}}, + subtitle = {The Observations of {Frederika Bremer}}, + titleaddon = {pts.\ 1 and 2}, + journaltitle = {Wisconsin Magazine of History}, + year = 1978, + issue = {Summer}, + volume = 61, + pages = {300--318; 62 (Autumn): 41--56}, + editor = {Brown, George~C.}, + annote = {An unusual Article entry, combining into one + reference a two-part article using both the + titleaddon field and the pages field. This is a + kludge, and at some point I hope to implement a + better system. You could, also, simply refer to + each part separately. Note also the issue field, + with the name of a season, and the lowercase letter + starting the titleaddon field, which will + automatically capitalize the data depending on the + context within an entry.} +} + +@Book{browning:aurora, + title = {{Aurora Leigh}}, + subtitle = {Authoritative Text, Backgrounds and Contexts, + Criticism}, + year = 1996, + author = {Browning, Elizabeth Barrett}, + editor = {Reynolds, Margaret}, + publisher = {Norton}, + series = {Norton Critical Editions}, + location = {New York}, + annote = {A Book entry with a series field, but no number.} +} + +@Collection{brush:ornithology, + date = 1983, + title = {Perspectives in Ornithology}, + booktitle = {Perspectives in Ornithology}, + editor = {Brush, A.~H. and Clark, Jr., G.~A.}, + publisher = cup, + address = {Cambridge}, + annote = {A collection, cited along with one of its component + essays. The latter, wiens:avian will be abbreviated + when printed in the reference list. Note the + provision of a booktitle for the use of child + references.}} + +@Manual{bsi:abbreviation, + title = {Specification for Abbreviation of Title Words and + Titles of Publications}, + date = 1985, + organization = {British Standards Institute}, + sortkey = {British}, + address = {Linford Woods, Milton Keynes, UK}, + shorthand = {BSI}, + annote = {A Manual entry providing an organizational author + and a shorthand field for in-text citations.} +} + +@Article{bundy:macneil, + journaltitle = {MacNeil/Lehrer NewsHour}, + usera = {PBS}, + entrysubtype = {magazine}, + date = {1990-02-07}, + author = {Bundy, McGeorge}, + title = {interview by {Robert MacNeil}}, + annote = {A television interview presented in an Article + entry, with "magazine" entrysubtype. Note that the + interviewee is presented as the author, and that the + broadcast network is given in the usera field. Note + also the use of a lowercase letter to start the + title, which would be necessary for automatic + contextual capitalization of a generic title in a + Review entry for the notes + bibliography style. + Here, though unnecessary, it does no harm.} +} + +@InCollection{centinel:letters, + author = {Centinel}, + nameaddon = {\bibstring{pseudonym}}, + titleaddon = {letters}, + booktitle = {{The Complete Anti-Federalist}}, + publisher = uchp, + year = 1981, + editor = {Storing, Herbert J.}, + location = {Chicago}, + annote = {A rare example of a generic, unformatted title in an + InCollection entry, it therefore has a titleaddon + field and no title field, though actually in + author-date it works just as well with a title. + Note use of lowercase initial letter in that + titleaddon field. "Centinel" is a pseudonym and the + actual author isn't known, so the bibstring + pseudonym is put in the nameaddon field.} +} + +@Book{chaucer:alt, + title = {Chaucer Life-Records}, + year = 1966, + editor = {Crow, Martin~M. and Olson, Clair~C.}, + namec = {Manly, John~M. and Richert, Edith}, + publisher = oup, + note = {with the assistance of Lilian~J. Redstone + and others}, + location = {London}, + annote = {In the author-date system, unlike in a bibliography + or note, an entry will generally need some sort of + name to precede the date, so here the editors + provide the heading. The compilers go in namec, and + other information in note. Cf. this entry in + notes-test.bib.} +} + +@Book{chicago:manual, + title = {The {Chicago} Manual of Style}, + year = 2003, + author = {{Univ.\ of Chicago Press}}, + publisher = uchp, + edition = 15, + location = {Chicago}, + annote = {A manual presented in a Book entry. Note curly + brackets around corporate author, which is printed + twice, both as author and publisher.} +} + +@Article{chu:panda, + author = {{Chu Ching} and Long Zhi}, + title = {The Vicissitudes of the Giant Panda, + \mkbibemph{Ailuropoda melanoleuca} {(David)}}, + journaltitle = {Acta Zoologica Sinica}, + date = 1983, + language = {Chinese}, + volume = 20, + number = 1, + pages = {191--200}, + annote = {An article with a title translated for a readership + presumed unable to read the original Chinese. The + language field contains the name of the original + language, capitalized here because to this point + Chinese hasn't been included in the usual biblatex + bibstring mechanism. 17.177 in the Manual presents + this entry with what seems to me to be punctuation + inconsistent with its practice elsewhere, so the + processed entry in cms-dates-sample.pdf file doesn't + match it.} +} + +@Book{churchill:letters, + title = {The {Churchill-Eisenhower} Correspondence, 1953--1955}, + date = 1990, + author = {Churchill, Winston and Eisenhower, Dwight~D.}, + editor = {Boyle, Peter~G.}, + publisher = {Univ. of North Carolina Press}, + address = {Chapel Hill}, + annote = {Ordinarily, when citing individual letters in the + author-date system, the reference will be to the + volume as a whole, which will look like this entry. + The Manual suggests that further identifying + information be given in the text itself.}} + +@Booklet{clark:mesopot, + title = {Mesopotamia}, + subtitle = {Between Two Rivers}, + author = {Hazel V. Clark}, + howpublished = {End of the Commons General Store}, + year = {\mkbibbrackets{1957?}}, + location = {Mesopotamia, OH}, + annote = {A standard Booklet entry, though the same + information could be presented in a Book entry, + using publisher instead of howpublished. Note + brackets around year, as this is obviously a best + guess.} +} + +@Book{cohen:schiff, + title = {{Jacob H. Schiff}}, + subtitle = {A Study in {American} Leadership}, + year = 1999, + author = {Cohen, Naomi~W.}, + publisher = {University Press of New England and Brandeis + University Press}, + location = {Hanover, NH}, + annote = {A Book with two publishers.} +} + +@Article{conley:fifthgrade, + author = {Conley, Alice}, + title = {Fifth-Grade Boys' Decisions about Participation in + Sports Activities}, + issuetitle = {Non-subject-matter Outcomes + of Schooling}, + journaltitle = {Elementary School Journal}, + note = {special issue}, + year = 1999, + volume = 99, + editor = {Good, Thomas~L.}, + number = 5, + pages = {131--46}, + annote = {An Article that is part of a special issue of a + journal. The title of the issue goes in issuetitle, + the editor of the issue in editor, and the sort of + issue in note, with lowercase initial letter. + Cf. good:wholeissue for how to refer to the special + issue as a whole, rather than to one article in it, + using a Periodical entry.} +} + +@Article{connell:chronic, + author = {Connell, A.~D. and Airey, D.~D.}, + title = {The Chronic Effects of Fluoride on the Estuarine + Amphipods \mkbibemph{Grandidierella lutosa} and + \mkbibemph{G. lignorum}}, + journaltitle = {Water Research}, + date = 1982, + volume = 16, + pages = {1313--17}, + annote = {An article with italicized words in the title. You + need to provide sentence-style capitalization + yourself inside the mkbibemph commands.} +} + +@InCollection{contrib:contrib, + author = {Contributor, Anna}, + title = {Contribution}, + booktitle = {Edited Volume}, + publisher = {Publisher}, + year = {\autocap{f}orthcoming}, + editor = {Editor, Ellen}, + location = {Place}, + annote = {A forthcoming essay in an InCollection entry. Note + the autocap command in the year field.} +} + +@Article{conway:evolution, + author = {Conway, M.~S.}, + title = {The Evolution of Diversity in Ancient Ecosystems}, + subtitle = {A Review}, + journaltitle = {Philosophical Transactions of the Royal Society}, + date = 1998, + volume = {B 353}, + pages = {327--45}, + annote = {An article in a journal which appears in different + series, here "B" for Biological, which information + can be given in the volume field.}} + +@Book{cook:sotweed, + title = {Sotweed Redivivus, or The Planter's Looking-Glass}, + year = 1730, + author = {Cook, Ebenezer}, + authortype = {anon?}, + note = {\bibstring{by} \mkbibquote{E.~C. Gent}}, + location = {Annapolis}, + annote = {A complicated Book entry. First, the author is + unknown, but guessed at, hence the "anon?" in the + authortype field. The note field gives the author + as printed in the book, presented inside quotation + marks. If you remember to use mkbibquote here, then + appropriate punctuation will automatically be + provided.} +} + +@Book{cotton:manufacture, + title = {An Inquiry into the Causes of the Present + Long-Continued Depression in the Cotton Trade, with + Suggestions for Its Improvement}, + year = 1869, + author = {{A Cotton Manufacturer}}, + shortauthor = {{Cotton Manufac\adddot}}, + sortkey = {Cott}, + publisher = {Bury, UK}, + annote = {A Book with a corporate author. The sortkey field + helps alphabetize the entry in the bibliography, as + the author starts with the indefinite article, which + you want ignored in this context. The shortauthor + field may help shorten the in-text citation.} +} + +@Book{creasey:ashe:blast, + title = {A Blast of Trumpets}, + year = 1976, + author = {Creasey, John}, + nameaddon = {Gordon Ashe, \bibstring{pseudonym}}, + publisher = {Holt, Rinehart \& Winston}, + location = {New York}, + annote = {The first of 3 Books written by the same author + under three different pseudonyms. You have + considerable latitude in how to present these, but + the method chosen here allows all three to be + grouped together in the bibliography. Note the + pseudonym in nameaddon, identified with the + bibstring pseudonym. Also note ampersand in + publisher, which prevents the two parts of the + publisher's name from being taken as two different + publishers.} +} + +@Book{creasey:morton:hide, + title = {Hide the Baron}, + year = 1978, + author = {Creasey, John}, + nameaddon = {Anthony Morton, \bibstring{pseudonym}}, + publisher = {Walker}, + location = {New York}, + annote = {Second of three Book entries by same author under + different pseudonyms.} +} + +@Book{creasey:york:death, + title = {Death to My Killer}, + year = 1966, + author = {Creasey, John}, + nameaddon = {Jeremy York, \bibstring{pseudonym}}, + publisher = {Macmillan}, + location = {New York}, + annote = {Third of three Book entries by same author under + different pseudonyms.} +} + +@Misc{creel:house, + author = {Creel, George}, + entrysubtype = {letter}, + title = {George Creel to Colonel House}, + options = {cmsdate=on}, + note = {Edward~M. House Papers}, + origdate = {1918-09-25}, + organization = {Yale University Library}, + annote = {An unpublished letter from an archive, presented in + a Misc entry with an entrysubtype. The cmsdate + option means that the origdate will appear at the + head of the entry in the list of references, and + also in citations. The manuscript collection is + found in the note and organization fields -- + depending on the entry, you can use note, + organization, institution, and/or location, in + ascending order of generality, though you should + consistently put the most specific collection name + in the note field. If you are citing several items + from the same collection, then the Manual suggests + not having individual entries but only one for the + collection (house:papers), with more specific + information forming part of the flow of the text + (17.233). If, however, you cite only one item from + a collection, then you can use an entry like this + one. Cf. dinkel:agassiz, spock:interview.} +} + +@Book{davenport:attention, + title = {The Attention Economy}, + subtitle = {Understanding the New Currency of Business}, + year = 2001, + author = {Davenport, Thomas~H. and Beck, John~C.}, + publisher = {Harvard Business School Press}, + addendum = {TK3 Reader e-book}, + location = {Cambridge, MA}, + annote = {Example of the use of addendum in a Book entry, in + this case to identify that the work is an e-book.} +} + +@Misc{dinkel:agassiz, + author = {Dinkel, Joseph}, + title = {description of Louis Agassiz written at the request + of Elizabeth Cary Agassiz}, + year = {\bibstring{nodate}}, + entrysubtype = {yes}, + note = {Agassiz Papers}, + location = {Harvard University}, + organization = {Houghton Library}, + annote = {A manuscript presented in a Misc entry with a + randomly-selected entrysubtype to distinguish it + from a traditional Misc entry. The title begins with + a generic term, hence the initial lowercase + letters. This entry uses three fields to locate the + manuscript, starting with note and ascending in + generality through organization to location. If you + are citing several items from the same collection, + then the Manual suggests not having individual + entries but only one for the collection, with + specific information forming part of the flow of the + text (17.233). If, however, you cite only one item + from a collection, then you can use an entry like + this one. Note that, in Misc entries and a few + others, an empty year field will not automatically + produce a no date ("n.d." in English) abbreviation, + so if you want one to be present you'll have to + provide it yourself, as here. Cf. creel:house and + house:papers.} +} + +@Book{donne:var, + author = {Donne, John}, + editor = {Stringer, Gary~A.}, + title = {The \mkbibquote{Anniversaries} and the + \mkbibquote{Epicedes and obsequies}}, + namea = {Stringer, Gary~A. and Pebworth, Ted-Larry}, + publisher = {Indiana Univ. Press}, + maintitle = {The Variorum Edition of the Poetry of {John Donne}}, + year = 1995, + volume = 6, + location = {Bloomington}, + annote = {A Book entry with a maintitle editor (editor field) + and a title editor (namea field). Also, inside an + italicized title, all other titles are put in + quotation marks, and using mkbibquote will + automatically move appropriate punctuation inside + the closing quotation mark. You need to provide the + sentence-style capitalization yourself inside the + mkbibquote command.} +} + +@Book{dunn:revolutions, + title = {Sister Revolutions}, + subtitle = {French Lightning, {American} Light}, + year = 1999, + author = {Dunn, Susan}, + publisher = {Faber \& Faber and Farrar, Straus \& Giroux}, + location = {New York}, + annote = {Book with two publishers, showing ampersands to + prevent them being treated as four.} +} + +@Manual{dyna:browser, + title = {Dynatext, Electronic Book Indexer/Browser}, + organization = {Electronic Book Technology Inc.}, + address = {Providence, RI}, + sortkey = {Electronic}, + year = 1991, + annote = {A technical manual presented in a Manual entry. In + absence of named author the organization is printed + twice, as author and as publisher. Note that, in the + absence of an author field, you need to provide a + sortkey for biblatex's alphabetization routines} +} + +@Book{eliot:pound, + title = {Literary Essays}, + options = {useauthor=false}, + year = 1953, + author = {Pound, Ezra}, + editor = {Eliot, T.~S.}, + publisher = {New Directions}, + location = {New York}, + annote = {A Book listed by its (famous) editor rather than by + its (equally-famous) author. The options field + makes it happen. This is a simple example, but + remember that if you have a namea defined then + biblatex-chicago-df will use that, and then you'll + need to provide a sortkey to help with + alphabetization.} +} + +@InCollection{ellet:galena, + author = {Ellet, Elizabeth~F.~L.}, + title = {By Rail and Stage to {Galena}}, + crossref = {prairie:state}, + pages = {271--79}, + subtitle = {}, + annote = {First of three InCollection entries + cross-referencing the same Collection. + Cf. keating:dearborn and lippincott:chicago. All + three entries will have an abbreviated form in the + list of references. If you don't want this + space-saving measure, don't use crossref or xref. + Also, note empty subtitle field, to prevent + inheritance from parent entry.} +} + +@Book{emerson:nature, + title = {Nature}, + year = 1985, + origdate = 1836, + location = {Boston}, + options = {cmsdate=old}, + author = {Emerson, Ralph Waldo}, + publisher = {Beacon}, + note = {a facsimile of the first \bibstring{edition} with an + \bibstring{introduction} by Jaroslav Pelikan}, + annote = {A reprinted Book, in this case a facsimile, with the + note field giving the relevant information. The + origdate field gives the date of original + publication. Note the use of a lowercase letter to + start the note field. With the amount of + information given in the note field, it may be less + awkward to use a cmsdate option rather than to put + reprint into a pubstate field. This cmsdate option + will print both dates, in the format 1836 [1985].} +} + +@InReference{ency:britannica, + options = {skipbib}, + shorttitle = {Ency. {Brit}., \mkbibemph{15th ed}\adddot}, + annote = {An InReference entry, citing a well-known reference + work, and therefore not to appear in the list of + references. The Manual is not altogether clear + about how to present such information in the + author-date style, so this should be looked upon as + a possible style of presentation only. } +} + +@BookInBook{euripides:orestes, + title = {Orestes}, + year = 1958, + booktitle = {Euripides}, + maintitle = {The Complete {Greek} Tragedies}, + nameb = {Arrowsmith, William}, + volume = 4, + author = {Euripides}, + editor = {Grene, David and Lattimore, Richmond}, + publisher = uchp, + pages = {185--288}, + location = {Chicago}, + annote = {A work from antiquity, cited by pages in a modern + edition, hence not needing "classical" in + entrysubtype. Since the titles of such works are + uniformly italicized, we need to use a BookInBook + entry with a title and a booktitle ("book within a + book") and in this case also a maintitle. Note the + editors of the maintitle (editor field), and the + translator of the title (nameb field).} +} + +@Online{evanston:library, + author = {{Evanston Public Library Board of Trustees}}, + shortauthor = {{Evanston Public Library}}, + title = {Evanston Public Library Strategic Plan, 2000--2010}, + subtitle = {A Decade of Outreach}, + organization = {Evanston Public Library}, + url = {http://www.epl.org/library/strategic-plan-00.html}, + urldate = {2002-07-18}, + annote = {An Online entry, with a corporate author, hence + extra curly braces in author and shortauthor. The + title field holds the title of the specific web + page, while the organization field holds the title + or owner of the site as a whole.} +} + +@Book{feydeau:farces, + title = {Four Farces by {Georges Feydeau}}, + publisher = uchp, + year = 1970, + translator = {Shapiro, Norman R.}, + author = {Feydeau, Georges}, + location = {Chicago}, + annote = {A standard Book entry, with a translator.} +} + +@SuppBook{friedman:intro, + author = {Friedman, Milton}, + title = {The Road to Serfdom}, + bookauthor = {Hayek, F.~A.}, + introduction = {yes}, + date = 1994, + publisher = uchp, + note = {Anniversary ed.}, + location = {Chicago}, + annote = {An introduction to a work by someone else, presented + in a SuppBook entry. Note that for an introduction, + afterword or foreword you need only define the + relevant field, and leave the others undefined, and + the style will provide the rest automatically.} +} + +@Article{friedman:learning, + author = {Friedman, James~W. and Mezzetti, Claudio}, + title = {Learning in Games by Random Sampling}, + journaltitle = {Journal of Economic Theory}, + date = {2001-05}, + volume = 98, + number = 1, + doi = {10.1006/jeth.2000.2694}, + url = {http://www.idealibrary.com/links/doi/10.1006/jeth.2000.2694}, + annote = {Standard Article entry with a doi and a url + provided.} +} + +@Book{furet:passing:eng, + title = {The Passing of an Illusion}, + year = 1999, + author = {Furet, François}, + userf = {furet:passing:fr}, + translator = {Furet, Deborah}, + publisher = uchp, + location = {Chicago}, + annote = {A translation, with the userf field referring to the + original. In citations this has no effect, but in + the list of references the translation and original + are presented in the same entry, connected (in the + absence of an origlanguage field) by the string + "Originally published as".} +} + +@Book{furet:passing:fr, + title = {Le passé d'une illusion}, + year = 1995, + options = {skipbib}, + author = {Furet, François}, + publisher = {Éditions Robert Laffont}, + location = {Paris}, + annote = {The original of the previous entry. The "skipbib" in + the options field prevents it being printed + separately in the bibliography.} +} + +@Article{garaud:gatine, + author = {Garaud, Marcel}, + title = {Recherches sur les défrichements dans la Gâtine + poitevine aux XIe et XIIe siècles}, + journaltitle = {Bulletin de la Société des antiquaires de l'Ouest}, + year = 1967, + volume = 9, + hyphenation = {french}, + series = 4, + pages = {11--27}, + annote = {An Article in a journaltitle which is into its 4th + series. This entry illustrates several + language-related issues. The Manual recommends + preserving sentence-style capitalization in + languages that ordinarily use it, as here in both + title and journaltitle. Because of the way the + capitalization code works for the title field, you + would need to use extra curly braces around words + you wished to remain capitalized in the output. + However, because I've identified the language of the + entry as French using the hyphenation field, the + code leaves the title as presented here, which is + correct without needing to use extra braces. The + journaltitle field is always exempt from the + sentence capitalization code, so you needn't worry + about extra braces there. To preserve the + bibliography strings (e.g., "4th ser.") in the + document language rather than the entry language, + you can set the biblatex option "babel=hyphen" when + you load biblatex-chicago.} +} + +@Article{garrett, + author = {Garrett, Marvin~P.}, + title = {Language and Design in \mkbibemph{Pippa passes}}, + journaltitle = {Victorian Poetry}, + year = 1975, + volume = 13, + number = 1, + pages = {47--60}, + location = {West Virginia University}, + annote = {An Article from a journaltitle that may not be + immediately recognizable to your readership, or + indeed that may be shared by a number of different + journals, so you add a location field to tell where + the journaltitle originates. Also note formatting + in the title field.} +} + +@Misc{genesis, + title = {Gen\adddot}, + entrysubtype = {classical}, + options = {skipbib}, + annote = {A simple Misc entry that would allow you easily to + cite books of the Bible, though of course you'd need + a separate entry for each book. It would also work + well for the Qur'an, but some other sacred works may + need italicized titles. Cf. Manual 17.247-49.} +} + +@Article{gibbard, + author = {Gibbard, Allan}, + title = {Morality in Living}, + subtitle = {Korsgaard's {Kantian} Lectures}, + journaltitle = {Ethics}, + year = 1999, + volume = 110, + number = 1, + pages = {140--164}, + titleaddon = {\bibstring{reviewof} \mkbibemph{The sources of + normativity}, \bibstring{by} {Christine M. Korsgaard}}, + annote = {A book review as an Article. It has a + specific title (title field) as well as a generic + one (titleaddon field). Note bibstring macro and + formatting in the titleaddon.} +} + +@Periodical{good:wholeissue, + issuetitle = {Non-subject-matter Outcomes of Schooling}, + title = {Elementary School Journal}, + date = {1999}, + volume = 99, + number = 5, + editor = {Good, Thomas~L.}, + note = {special issue}, + annote = {A reference to an entire special issue of a journal, + using a Periodical entry. The issue's title here + goes in the issuetitle field, while the name of the + journal goes in title rather than journaltitle. The + nature of the issue once again goes in the note + field, with an initial lowercase letter. + Cf. conley:fifthgrade for an example of an Article + entry presenting one article from this special + issue.} +} + +@Article{gourmet:052006, + journaltitle = {Gourmet}, + entrysubtype = {magazine}, + date = {2000-05}, + title = {Kitchen {Notebook}}, + sortkey = {Gourmet}, + annote = {A regular column in a magazine, presented in an + Article entry (with "magazine" entrysubtype). This + name is capitalized headline style. Since there is + no author, the journaltitle will be used instead, + hence the need for a sortkey to alphabetize by the + journaltitle rather than by the title.} +} + +@InReference{grove:sibelius, + title = {The New {Grove} Dictionary of Music and Musicians}, + author = {Hepokoski, James}, + shorttitle = {New {Grove} Dict\adddot}, + lista = {Sibelius, Jean}, + url = {http://www.grovemusic.com/}, + urldate = {2002-01-03}, + sortkey = {New Grove}, + annote = {An example of an online InReference entry, which I + have allowed, as an example, to appear in the list + of references. The author field refers to the + author of the specific entry in lista, and will be + printed in parentheses after the name of that entry. + If you need to provide the author or editor of a + reference work as a whole, then you should probably + use a Book entry. (Cf. schellinger:novel.) Note the + sortkey, needed because otherwise the author's name + will be used for sorting in the list of references. + Note also that in citations you can put an + alphabetized article title in the postnote field, + and it will be formatted for you automatically in + InReference entries.} +} + +@Book{harley:cartography, + title = {Cartography in the Traditional {East and Southeast + Asian} Societies}, + year = 1994, + maintitle = {The History of Cartography}, + volume = {2}, + part = {2}, + editor = {Harley, J.~B. and Woodward, David}, + publisher = uchp, + location = {Chicago}, + annote = {A Book entry, with its maintitle's logical volumes + published in separate physical parts, hence a volume + and a part number. Cf. lach:asia.} +} + +@TechReport{herwign:office, + options = {useprefix=true}, + author = {{van} Herwijnen, Eric}, + title = {Future Office Systems Requirements}, + institution = {CERN DD internal note}, + date = {1988-11}, + annote = {A Report entry, the type already set by using the + TechReport alias instead of Report. The institution + field identifies the issuer of the report.} +} + +@Article{hlatky:hrt, + author = {Hlatky, Mark~A. and Boothroyd, Derek and + Vittinghoff, Eric and Sharp, Penny and Whooley, + Mary~A.}, + title = {Quality-of-Life and Depressive Symptoms in + Postmenopausal Women after Receiving Hormone + Therapy}, + subtitle = {Results from the {Heart and Estrogen/Progestin + Replacement Study (HERS)} Trial}, + journaltitle = {Journal of the American Medical Association}, + date = {2002-02-06}, + volume = 287, + number = 5, + url = {http://jama.ama-assn.org/issues/v287n5/rfull/joc10108.html#aainfo}, + urldate = {2002-01-07}, + annote = {Standard Article entry with url provided. 5 authors + provokes use of et al. in text citations, though not + in list of references, because the settings for + maxnames and minnames have been changed in the + printbibliography command at the end of + cms-dates-sample.tex.} +} + +@Book{hopp:attalid, + title = {Untersuchungen zur Geschichte der letzten Attaliden}, + date = 1977, + author = {Hopp, Joachim}, + publisher = {C.~H. Beck'sche Verlagsbuchhandlung}, + number = 25, + series = {Vestigia: Beitr\"age zur alten Geschichte}, + hyphenation = {german}, + address = {Munich}, + annote = {A book in a series. The latter is given in the + series field, and the volume within the series in + the number field. Note also the hyphenation field + to preserve German capitalization in the title, + which therefore doesn't require extra curly braces.} +} + +@Book{horsley:prosodies, + title = {On the Prosodies of the {Greek and Latin} Languages}, + year = 1796, + author = {Horsley, Samuel}, + authortype = {anon}, + annote = {An anonymous Book, with the author known, though not + named on the title page. The string "anon" goes in + the authortype field.} +} + +@Misc{house:papers, + author = {House, Edward~M\adddot\addcomma}, + title = {Papers}, + note = {Yale University Library}, + entrysubtype = {classical}, + annote = {An example of a Misc entry (with an entrysubtype) + specifically for a reference list, assuming that + more than one item has been cited from this same + collection. If you cite just one item from such a + collection, then the entry might look like + creel:house. In this entry type the absence of a + date field does not trigger the automatic provision + of the n.d. bibstring for "no date," which means + that the reference list entry will not contain one + if it isn't wanted. The entrysubtype "classical" + makes the in-text citations provide name + title + instead of just name, which may help clarify the + reference in some circumstances.} +} + +@Book{howell:marriage, + title = {The Marriage Exchange}, + subtitle = {Property, Social Place, and Gender in the Cities of + the {Low Countries}}, + date = 1998, + author = {Howell, M.~C.}, + number = {\partedit C.~R. Stimpson}, + publisher = uchp, + series = {Women in Culture and Society}, + address = {Chicago}, + annote = {A book in a series, providing also the series editor + in the number field, which is the only way to get + the name to follow the series. Note also the + partedit macro, though in the author-date style you + could just provide the correct string ("ed.") if + you're sure you know it.} +} + +@Book{iso:electrodoc, + title = {Electronic Documents or Parts thereof. {Excerpts} + from {International Standard ISO} 690-2}, + titleaddon = {Part 2 of\nopunct}, + date = 2001, + maintitle = {Information and Documentation}, + mainsubtitle = {Bibliographic References}, + shorthand = {ISO}, + author = {{International Organization for Standardization}}, + publisher = {National Library of Canada}, + address = {Ottawa}, + url = {http://www.nlc-bnc.ca/iso/tc46sc9/standard/690-2e.htm}, + annote = {A book with a maintitle and an organizational + author. You can use the titleaddon field to + identify how the title relates to the maintitle, + assuming that the usual volume and part fields don't + provide an appropriate solution. The nopunct + command suppresses the following punctuation. The + shorthand for the organization will appear in the + in-text citations.}} + +@Book{james:ambassadors, + title = {The Ambassadors}, + year = 1996, + origdate = 1909, + options = {cmsdate=on}, + author = {James, Henry}, + publisher = {Project Gutenberg}, + url = {ftp://ibiblio.org/pub/docs/books/gutenberg/etext96/ambas10.txt}, + annote = {Presents an online edition of a book which, not + being inherently an online text, still uses a Book + entry. The origyear field is the date of the print + publication of the text that is now online, and the + cmsdate=on option tells the style to use the + origdate in both reference list and citations.} +} + +@Collection{kamrany:economic, + title = {Economic Issues of the Eighties}, + date = 1980, + editor = {Kamrany, Nake~M. and Day, Richard~H.}, + publisher = {Johns Hopkins Univ. Press}, + address = {Baltimore}, + annote = {Collection entry with two editors}} + +@InCollection{keating:dearborn, + author = {Keating, William~H.}, + title = {{Fort Dearborn and Chicago}}, + crossref = {prairie:state}, + subtitle = {}, + pages = {84--87}, + annote = {Second of three InCollection pieces from the same + Collection, using the crossref field. The entry in + the list of references will be shortened.} +} + +@Article{kern, + author = {Kern, W.}, + title = {Waar verzamelde Pigafetta zijn Maleise woorden?}, + usere = {Where did Pigafetta collect his Malaysian words?}, + journaltitle = {Tijdschrift voor Indische taal-, land- en volkenkunde}, + year = 1938, + volume = 78, + hyphenation = {dutch}, + pages = {271--73}, + annote = {An Article with a Dutch title that may need + translating for a significant portion of your + readership. You give the translation in the usere + field, using sentence-style capitalization. The + hyphenation field allows you not to use extra curly + braces in the title.} +} + +@Article{kimluu:diethyl, + author = {Kim Luu, Diane-Dinh}, + title = {Diethylstilbestrol and Media Coverage of the + \mkbibquote{morning after} Pill}, + journaltitle = {Lost in Thought: Undergraduate Research Journal}, + year = 1999, + volume = 2, + pages = {65--70}, + location = {Indiana University South Bend}, + annote = {Another Article from a journaltitle that may need + further specification for your readership, hence the + use of the location field. Note also the quoted + phrase inside the title, with sentence-style + capitalization you need to provide yourself.} +} + +@Article{kozinn:review, + journaltitle = {New York Times}, + date = {2000-04-21}, + author = {Kozinn, Allan}, + entrysubtype = {magazine}, + title = {\bibstring{reviewof} concert performance + \bibstring{by} {Timothy Fain} (violin) and {Steven Beck} + (piano), 92nd {Street Y, New York}}, + pages = {Weekend section}, + annote = {An Article entry presenting a review in a newspaper, + with "magazine" in entrysubtype. Note the use of + the bibstrings in title, which help but do not + complete the internationalization of the entry. + Beginning the field without a bibstring and with + lower-case letters in a chosen language + (e.g. "review of") is possibly a better alternative. + Note also the pages field, which gives a more + general reference than page number, as sometimes the + latter might change between editions.} +} + +@Book{lach:asia, + title = {The Scholarly Disciplines}, + maintitle = {Asia in the Making of {Europe}}, + year = 1977, + volume = {2}, + part = {3}, + author = {Lach, Donald}, + publisher = uchp, + location = {Chicago}, + annote = {A Book with a maintitle, its logical volumes + published in several physical parts, hence both a + volume and part number. Cf. harley:cartography.} +} + +@Article{lakeforester:pushcarts, + journaltitle = {Lake Forester}, + date = {2000-03-23}, + entrysubtype = {magazine}, + title = {Pushcarts Evolve to Trendy Kiosks}, + sortkey = {Lake Forester}, + location = {Lake Forest, IL}, + annote = {An Article entry from a newspaper, using "magazine" + in entrysubtype. The article doesn't have an + author, hence the journaltitle will be used at the + head of the entry and in citations. The newspaper + might not be well known, so the location field helps + your readers out in this case. The sortkey field + ensures that the entry is alphabetized by + journaltitle rather than by title.} +} + +@Book{lecarre:quest, + title = {The Quest for {Karla}}, + publisher = {Knopf}, + year = 1982, + author = {Le Carr{\'e}, John}, + nameaddon = {David John Moore Cornwell}, + location = {New York}, + options = {useprefix=true}, + annote = {A fairly standard Book entry, with, however, the + pseudonym in the author field and the real name in + nameaddon. This isn't strictly necessary in this + case, as one normally refers to this author by the + pseudonym, but if it is of particular interest this + is how you would present such information.} +} + +@Artwork{leo:madonna, + author = {{Leonardo da Vinci}}, + shortauthor = {Leonardo}, + title = {Madonna of the Rocks}, + type = {oil on canvas}, + note = {78 x 48.5 in\adddot}, + year = {1480s}, + institution = {Louvre}, + location = {Paris}, + annote = {A typical Artwork entry. Note the type field and + the fact that it begins with a lowercase letter, + allowing biblatex to capitalize it contextually when + needed, though this isn't strictly necessary for + author-date.} +} + +@Book{levistrauss:savage, + title = {The Savage Mind}, + year = 1962, + author = {Lévi-Strauss, Claude}, + publisher = {Weidenfeld \& Nicolson}, + location = {Chicago: University of Chicago Press; London}, + annote = {A standard Book entry, showing a kludge in the + location field for including two publishers in two + different countries. The simplest thing to do in + such a situation is to pick the one nearest to you + and just use it, but this may be necessary + sometimes.} +} + +@Article{lewis, + author = {Lewis, Judith}, + title = {\mkbibquote{'Tis a misfortune to + be a great ladie}}, + subtitle = {Maternal Mortality in the {British} Aristocracy, + 1558--1959}, + journaltitle = {Journal of British Studies}, + year = 1998, + volume = 37, + pages = {26--53}, + annote = {An Article entry showing a quotation inside a title. + Note the sentence-style capitalization inside the + formatting.} +} + +@InCollection{lippincott:chicago, + author = {Lippincott, Sarah Clarke}, + title = {Chicago}, + subtitle = {}, + crossref = {prairie:state}, + pages = {362--70}, + annote = {Third and last of the InCollection entries referring + to the same Collection. The reference list entries + of all three are abbreviated. Cf. ellet:galena + and keating:dearborn.} +} + +@Article{loften:hamlet, + author = {Loften, Peter}, + title = {Reverberations between Wordplay and Swordplay in + \mkbibemph{Hamlet}}, + journaltitle = {Aeolian Studies}, + year = 1989, + volume = 2, + pages = {12--29}, + annote = {An Article entry with a formatted title within its + title.} +} + +@Article{loomis:structure, + author = {Loomis, Jr., C.~C.}, + title = {Structure and Sympathy in {Joyce's} \mkbibquote{The dead}}, + journaltitle = {PMLA}, + date = 1960, + volume = 75, + pages = {149--51}, + annote = {An article entry with a quoted title within its title}} + +@Book{lynch:webstyle, + title = {Web Style Guide}, + subtitle = {Basic Design Principles for Creating {Web} Sites}, + date = 1999, + author = {Lynch, Patrick~J. and Horton, Sarah}, + publisher = {Yale Univ. Press}, + address = {New Haven}, + annote = {A plain book with a subtitle}} + +@Book{maisonneuve:relations, + title = {Les relations publiques}, + subtitle = {Dans une société en mouvance}, + year = 1998, + author = {Maisonneuve, Danielle and Lamarche, Jean-François and + St-Amand, Yves}, + publisher = {Presses de l'Université de Québec}, + location = {Sainte-Foy, QC}, + annote = {Standard Book entry, maintaining French + sentence-style capitalization.} +} + +@Book{maitland:canon, + title = {Roman canon law in the {Church of England}}, + date = 1998, + origdate = 1898, + author = {Maitland, Frederic W.}, + publisher = {Lawbook Exchange}, + address = {Union, NJ}, + options = {cmsdate=new}, + pubstate = {reprint}, + annote = {A reprint edition. The Manual gives many options + for presenting this information. This example + provides both dates at the head of the entry in the + reference list and in citations -- cmsdate=new -- + and identifies it as a reprint with the pubstate + field. Cf. james:ambassadors and maitland:equity + for other alternatives.} +} + +@Book{maitland:equity, + title = {Equity, also the Forms of Action at Common Law}, + subtitle = {Two Courses of Lectures}, + date = 1926, + origdate = 1909, + author = {Maitland, Frederic W.}, + editor = {Chaytor, A.~H. and others}, + publisher = cup, + address = {Cambridge}, + pubstate = {reprint}, + sortyear = {2010}, + annote = {Another reprint edition, showing an alternative way + of presenting the information. This example + provides just the date of the reprint at the head of + the reference list and in the citation -- no cmsdate + option which means cmsdate=off -- and then gives the + date of the original, identified as such by a + string, after the publication data. The string + "reprint" in the pubstate field, even though it + isn't printed in the entry, is necessary to make + this latter, parenthesized field appear. Also, the + sortyear field is necessary here because biblatex + always sorts automatically by the year rather than + the origyear, and this entry from 1926 should come + after maitland:canon which prints its origdate + (1898) first. Cf. james:ambassadors} +} + +@Book{mchugh:wake, + title = {Annotations to \mkbibquote{Finnegans wake}}, + year = 1980, + author = {McHugh, Roland}, + publisher = {Johns Hopkins Univ.\ Press}, + location = {Baltimore}, + type = {plain}, + annote = {A Book with a quoted title inside an italicized one. + Remember to use \mkbibquote, and to provide + sentence-style capitalization inside the + formatting.} +} + +@Book{menchu:crossing, + title = {Crossing Borders}, + date = 1999, + author = {Mench\'u, Rigoberta}, + editor = {Wright, Ann}, + translator = {Wright, Ann}, + publisher = {Verso}, + address = {New York}, + annote = {Book with translator and editor, who are the same}} + +@Book{meredith:letters, + title = {The Letters of {George Meredith}}, + publisher = {Clarendon Press}, + year = 1970, + author = {Meredith, George}, + editor = {Cline, C.~L.}, + volumes = 3, + location = {Oxford}, + annote = {A published collection of letters referred to by + page rather than by individual letter, hence using a + Book entry rather than Letter. You should be aware + that, because there are three volumes of letters, + the postnote field of any cite command should + contain both volume and page references, as in + "2:234". For the author-date style the Manual + recommends using entries of this sort for all + published letters, giving references to the dates of + individual letters in the text itself (17.77).} +} + +@Book{michelangelo:poems, + title = {The Complete Poems of {Michelangelo}}, + date = 1999, + author = {Michelangelo}, + publisher = uchp, + address = {Chicago}, + translator = {Nims, J.~F.}, + annote = {Plain book entry with translator}} + +@Book{mla:style, + title = {{MLA} Style Manual and Guide to Scholarly Publishing}, + editor = {Gibaldi, Joseph}, + year = 1998, + publisher = {Modern Language Association of America}, + edition = 2, + location = {New York}, + annote = {In the notes + bibliography style I used a Reference + entry to present this data, with useeditor=false in + the options field to allow the work to be + alphabetized by the title in the bibliography. + Given the nature of the author-date style, it seems + preferable just to use a book entry, allowing it to + be sorted under the editor's name in the reference + list.} +} + +@Article{morgenson:market, + journaltitle = {New York Times}, + entrysubtype = {magazine}, + pages = {sec.~3}, + date = {2000-04-23}, + author = {Morgenson, Gretchen}, + title = {Applying a Discount to Good Earnings News}, + titleaddon = {Market Watch}, + annote = {An Article entry (entrysubtype "magazine") + presenting a regular column in a newspaper, which + column also has an individual, specific title. The + latter goes in the title field and the former in the + titleaddon field. Note also the reference to the + section in the pages field.} +} + +@PhdThesis{murphy:silent, + author = {Murphy, Priscilla Coit}, + title = {What a Book Can Do}, + subtitle = {\mkbibemph{Silent spring} and Media-Borne Public Debate}, + school = {University of North Carolina}, + year = 2000, + annote = {A Thesis entry, using the PhdThesis alias to define + the type field. The school field is an alias for + biblatex's institution. Note also the formatting of + a title within a quoted title.} +} + +@Unpublished{nass:address, + author = {Nass, Clifford}, + title = {Why Researchers Treat On-Line Journals Like Real People}, + note = {keynote address, annual meeting of the Council of + Science Editors}, + location = {San Antonio, TX}, + date = {2000-05-06/2000-05-09}, + annote = {A typical Unpublished entry, presenting an + unpublished piece that isn't part of a formal + archive, which would usually require a Misc entry. + The note field provides the details of what sort of + piece it is, and whence it came. The date field + gives the range for the whole meeting, which will be + printed at the end of the entry, while the year + alone will appear at the head and in citations.} +} + +@Book{natrecoff:camera, + title = {The {KH-4B} Camera System}, + year = 1967, + author = {{National Reconnaissance Office}}, + publisher = {National Photographic Interpretation Center}, + addendum = {now declassified and also available online}, + location = {Washington, DC}, + url = + {http://www.fas.org/spp/military/program/imint/kh-4%20camera%20system.htm}, + annote = {A technical manual presented in a Book entry. The + addendum gives extra details, and there's a url for + easier access. Note initial lowercase letter in + addendum, and corporate author with extra curly + braces. If you're going to be citing this text + frequently, you might want to use a shorthand field + to save space in the body of your text.} +} + +@Article{nyt:trevorobit, + journaltitle = {New York Times}, + entrysubtype = {magazine}, + date = {2000-04-10}, + title = {obituary of {Claire Trevor}}, + pages = {national edition}, + sortkey = {New York Times}, + annote = {An obituary in an Article entry (entrysubtype + "magazine"). Here, without an author, the + journaltitle will head the entry and appear in + citations. The lowercase letter beginning the title + field isn't strictly necessary in the author-date + style, but does no harm and maintains compatibility + with the notes + bibliography style, just in case. + The sortkey field is again needed to alphabetize by + journaltitle instead of title.} +} + +@Article{osborne:poison, + journaltitle = {Salon}, + entrysubtype = {magazine}, + date = {2000-03-29}, + author = {Osborne, Lawrence}, + title = {Poison Pen}, + titleaddon = {\bibstring{reviewof} \emph{The collaborator: The + trial and execution of Robert Brasillach}, + \bibstring{by} Alice Kaplan}, + url = {http://www.salon.com/books/it/2000/03/29/kaplan/index.html}, + urldate = {2001-07-10}, + annote = {A review from a magazine, but with both specific + (title field) and generic (titleaddon field) titles, + presented in an Article entry, entrysubtype + "magazine." Note formatting in the titleaddon, + where you need to provide sentence-style + capitalization yourself, as this field doesn't take + advantage of the package's automatic routines for + doing so. The entry also gives a url to the online + version.} +} + +@Book{palmatary:pottery, + title = {The Pottery of {Marajó Island, Brazil}}, + year = 1950, + author = {Palmatary, Helen~C.}, + series = {Transactions of the American Philosophical Society}, + number = {\bibstring{newseries}, 39, pt. 3}, + location = {Philadelphia}, + annote = {A Book entry, with series and number fields. The + name of the series alone goes in that field, with + any other information (like the bibstring + "newseries") going in the number field.} +} + +@Book{pelikan:christian, + title = {The Emergence of the {Catholic} Tradition}, + year = 1971, + maintitle = {The {Christian} Tradition}, + mainsubtitle = {A History of the Development of Doctrine}, + volume = 1, + author = {Pelikan, Jaroslav}, + publisher = uchp, + location = {Chicago}, + annote = {A Book entry showing one volume of a multi-volume + maintitle.} +} + +@Patent{petroff:impurity, + title = {Blocked Impurity Band Detectors}, + author = {Petroff, M.~D. and Stapelbroek, M.~G.}, + origdate = {1980-10-23}, + date = {1986-02-04}, + number = {4,586,960}, + type = {patentus}, + annote = {A Patent entry, with the patent number in the number + field, a bibstring in the type field, the filing + date in origdate, and the issue date in date. Note + that the bibstring in the type field is not + identified as such -- the formatting macros, in this + instance, detect that it is a bibstring and treat it + accordingly. This functionality isn't widespread, so + you shouldn't always count on it being present + elsewhere.} +} + +@InBook{phibbs:diary, + author = {Phibbs, Brendan}, + title = {Herrlisheim}, + subtitle = {Diary of a Battle}, + booktitle = {The Other Side of Time}, + booksubtitle = {A Combat Surgeon in {World War II}\@}, + pages = {117--63}, + publisher = {Little, Brown}, + year = 1987, + address = {Boston}, + annote = {A named part of a larger book, hence we use the + InBook entry type. You can provide either a page + range in a pages field or a chapter number in a + chapter field.} +} + +@Book{pirumova, + author = {Pirumova, N.~M.}, + title = {The Zemstvo Liberal Movement}, + subtitle = {Its Social Roots and Evolution to the Beginning of + the Twentieth Century}, + publisher = {Izdatel'stvo \mkbibquote{Nauka}}, + year = 1977, + language = {russian}, + location = {Moscow}, + annote = {A Book entry presenting a Russian work, but giving + the English translation of the title rather than the + original, making it easier for a readership assumed + to be without Russian to parse. In such a case, the + language of the original goes in the language + field. Also note the quotation marks around part of + the publisher's name, with biblatex providing the + punctuation.} +} + +@Book{pirumova:russian, + title = {Zemskoe liberal'noe dvizhenie}, + subtitle = {Sotsial'nye korni i evoliutsiia do nachala XX veka}, + date = 1977, + usere = {The zemstvo liberal movement: Its social roots and + evolution to the beginning of the twentieth century}, + hyphenation = {russian}, + author = {Pirumova, N.~M.}, + publisher = {Izdatel'stvo \mkbibquote{Nauka}}, + address = {Moscow}, + annote = {The same work as the preceding entry, but giving the + transliteration of the Russian title rather than the + translation. In such a case, the translation of the + title goes in the usere field. The hyphenation + field means that the subtitle doesn't require any + additional curly braces.} +} + +@BookInBook{plato:republic:gr, + title = {Republic}, + shorttitle = {Resp\adddot}, + entrysubtype = {classical}, + year = 1902, + volume = 4, + author = {Plato}, + editor = {Burnet, J.}, + shortauthor = {Pl\adddot}, + booktitle = {{Clitophon, Republic, Timaeus, Critias}}, + maintitle = {Opera}, + publisher = {Clarendon Press}, + series = {Oxford Classical Texts}, + pages = {327--621}, + location = {Oxford}, + annote = {A work from antiquity, which will be cited by the + traditional divisions, and which therefore requires + the "classical" entrysubtype. The title of such a + work being italicized, it needs a BookInBook entry, + and it has all three sorts of title, plus a series + to boot. The shortauthor and shorttitle fields + provide the officially-sanctioned abbreviations for + use in citations.} +} + +@SuppBook{polakow:afterw, + author = {Polakow, Valerie}, + title = {Lives on the Edge}, + subtitle = {Single Mothers and Their Children in the Other + {America}}, + afterword = {yes}, + year = 1993, + publisher = uchp, + location = {Chicago}, + annote = {A standard example of a SuppBook entry, specifically + citing an afterword written by the main author of + the book. Note that you need only put something in + the afterword field (and not define a foreword or + introduction field) to make the reference work.} +} + +@Online{powell:email, + author = {Powell, John}, + date = {1998-04-23}, + title = {e-mail to {Grapevine} mailing list}, + url = {http://www.electriceditors.net/grapevine/issues/83.txt}, + annote = {An Online entry showing how in the author-date style + even a generic title can go into title field, rather + than into titleaddon. Note also the absence of any + organization or owner of the site as whole.} +} + +@Collection{prairie:state, + booktitle = {Prairie State}, + title = {Prairie State}, + booksubtitle = {Impressions of {Illinois}, 1673--1967, by Travelers + and Other Observers}, + subtitle = {Impressions of {Illinois}, 1673--1967, by Travelers + and Other Observers}, + year = 1968, + editor = {Angle, Paul~M.}, + publisher = uchp, + location = {Chicago}, + annote = {A Collection entry, the one that has been + cross-referenced by three other entries in this + bibliography. Note the usual duplication of title + and booktitle in a parent entry when the children + use crossref, and note the editor instead of an + author. If more than one child cross-references the + parent, the parent will be printed in the + bibliography even if not independently cited.} +} + +@SuppBook{prose:intro, + author = {Prose, Francine}, + bookauthor = {Wallraff, Barbara}, + title = {Word Court}, + subtitle = {Wherein Verbal Virtue is Rewarded, Crimes against + the Language Are Punished, and Poetic Justice Is + Done}, + year = 2000, + location = {New York}, + introduction = {yes}, + publisher = {Harcourt}, + annote = {A typical SuppBook entry, with an author providing + an introduction to someone else's book. That someone + else goes in bookauthor. The introduction field + just needs defining any which way, with afterword + and foreword not defined at all.} +} + +@Article{ratliff:review, + author = {Ratliff, Ben}, + title = {\bibstring{reviewof} \mkbibemph{The mystery of + samba: Popular music and national identity in + Brazil}, \bibstring{by} {Hermano Vianna}, + \parteditandtrans {John Charles Chasteen}}, + journaltitle = {Lingua Franca}, + date = {1999-04}, + volume = 9, + pages = {B13--B14}, + annote = {An Article entry presenting a review from a + scholarly journaltitle, hence no entrysubtype + needed. Note the bibstrings in the title of the + review, and the formatting of the title of the book + reviewed there. Also note the use of + parteditandtrans. The author-date system doesn't + absolutely require the use of these mechanisms, + which were invented to cope with the differences + between notes and bibliography in the other Chicago + style. Still, although simply writing "ed. and + trans." yourself will suffice, using these + mechanisms will make your .bib file work across + multiple languages, and will also allow it to work, + with fewer modifications, in the notes \& + bibliography style, should that be needed.} +} + +@Article{reaves:rosen, + journaltitle = {Time}, + entrysubtype = {magazine}, + date = {2001-03-14}, + author = {Reaves, Jessica}, + title = {A Weighty Issue}, + subtitle = {Ever-Fatter Kids}, + titleaddon = {interview with James Rosen}, + url = {http://www.time.com/time/nation/article/0,8599,102443,00.html}, + annote = {A magazine interview with its own, specific title, + presented in an Article entry with "magazine" + entrysubtype. The generic title goes in titleaddon, + with the style taking care of capitalization of the + first word. The author of this article is different + from the interviewee, which suggests a certain + flexibility in the Manual's requirements for such + things. The url field gives the online location.} +} + +@Book{rodman:walk, + title = {Walk on the Wild Side}, + publisher = {Delacorte Press}, + year = 1997, + author = {Rodman, Dennis}, + note = {with Michael Silver}, + location = {New York}, + annote = {A Book entry with a named ghostwriter, given in the + note field.} +} + +@MastersThesis{ross:thesis, + author = {Ross, Dorothy}, + title = {The {Irish-Catholic} Immigrant, 1880--1900}, + subtitle = {A Study in Social Mobility}, + school = {Columbia University}, + year = {\bibstring{nodate}}, + annote = {A Thesis entry with its type pre-defined by the + alias MastersThesis. The nodate bibstring (which + gives n.d. in English) may be used in almost any + entry type if you can't find a date, though the + author-date style automatically provides it in most + types if you don't.} +} + +@Article{rozner:liberation, + journaltitle = {Voprosy istorii}, + year = 1979, + author = {Rozner, I.~G.}, + title = {The War of Liberation of the {Ukrainian} People in + 1648--1654 and {Russia}}, + number = 4, + language = {russian}, + pages = {51--64}, + annote = {This is a Russian journal, with its issues defined + not by volume number but by year. For the + notes+bibliography style you need a "magazine" + entrysubtype, but for author-date it's not required. + The journaltitle is in transliterated Russian, but + the article title is translated into English, hence + the original language must be provided in the + language field.} +} + +@Book{schellinger:novel, + title = {Encyclopedia of the Novel}, + publisher = {Fitzroy Dearborn}, + year = 1998, + editor = {Schellinger, Paul and Hudson, Christopher and Rijsberman, Marijk}, + location = {Chicago}, + annote = {As this isn't one of the universally-known reference + works, its entry will have (in the absence of an + author) the editors at its head, hence the choice of + Book rather than Reference.} +} + +@Article{schneider:mittelpleistozaene, + author = {Schneider, B.}, + title = {Eine mittelpleistoz\"ane Herpetofauna von der Insel + Chios, \"Ag\"ais}, + journaltitle = {Senckenbergiana Biologica}, + hyphenation = {german}, + date = 1975, + volume = 56, + pages = {191--98}, + annote = {An article in German with the title left + untranslated. The hyphenation field means you don't + need additional curly braces in the title to + preserve the capitalization. Cf. pirumova:russian.} +} + +@Book{schweitzer:bach, + title = {{J. S. Bach}}, + origdate = 1966, + date = 1911, + author = {Schweitzer, Albert}, + translator = {Newman, Ernest}, + publisher = {Dover}, + pubstate = {reprint}, + location = {New York}, + annote = {A reprinted Book, showing an alternative way to + present this information by putting "reprint" in the + pubstate field, the origdate into the date field, + and the date into origdate. The style notices that + the years have been switched with a simple numerical + test, and prints them in their proper places. This + would allow you to present several reprinted works + from the same year by the same author, and have the + years suffixed with a,b,c etc. as required by the + spec.} +} + +@Book{sechzer:women, + title = {Women and Mental Health}, + publisher = {Johns Hopkins Univ. Press}, + year = 1996, + editor = {Sechzer, Jeri A. and Pfaffilin, S.~M. and Denmark, + F.~L. and Griffin, A. and Blumenthal, S.~J.}, + location = {Baltimore}, + annote = {A Book without an author, but with more than 3 + editors, hence the "et al." mechanism comes into + play in citations, though not in the reference + list.} +} + +@Book{sereny:cries, + title = {Cries Unheard}, + subtitle = {Why Children Kill; {The} Story of {Mary Bell}}, + year = 1999, + author = {Sereny, Gitta}, + publisher = {Metropolitan Books and Henry Holt}, + location = {New York}, + annote = {A Book with two subtitles, the second separated by a + semicolon, according to the spec.} +} + +@Article{sewall:letter, + author = {Sewall, Jonathan}, + title = {Letter of {Jonathan Sewall}}, + journaltitle = {Proceedings of the Massachusetts Historical Society}, + date = {1896-01}, + volume = 10, + pages = {412--15}, + series = 2, + annote = {A letter presented as an article in a scholarly + journal, hence the Article entry. Note plain number + in series field of an Article entry.} +} + +@Book{silver:gawain, + title = {Sir {Gawain} and the {Green Knight}}, + publisher = uchp, + year = 1974, + translator = {Silverstein, Theodore}, + location = {Chicago}, + annote = {Here, neither author nor editor are available, so + the reference list entry and citations will start + with the translator.} +} + +@InCollection{sirosh:visualcortex, + author = {Sirosh, J. and Miikkulainen, R. and Bednar, J.~A.}, + title = {Self-Organization of Orientation Maps, Lateral + Connections, and Dynamic Receptive Fields in the + Primary Visual Cortex}, + booktitle = {Lateral Interactions in the Cortex}, + booksubtitle = {Structure and Function}, + publisher = {UTCS Neural Networks Research Group}, + year = 1996, + editor = {Sirosh, J. and Miikkulainen, R. and Choe, Y.}, + url = {http://www.cs.utexas.edu/users/nn/web-pubs/htmlbook96/}, + urldate = {2001-08-27}, + location = {Austin, TX}, + annote = {Part of a collection with its own title, hence + requiring an InCollection entry.} +} + +@Book{soltes:georgia, + title = {Georgia}, + subtitle = {Art and Civilization through the Ages}, + publisher = {Philip Wilson}, + year = 1999, + editor = {Soltes, Ori Z.}, + location = {London}, + annote = {A Book entry without an author, hence with the + editor at the head of citations.} +} + +@Misc{spock:interview, + author = {Spock, Benjamin}, + entrysubtype = {letter}, + title = {interview by Milton J. E. Senn}, + date = {1974-11-20}, + note = {interview 67A, transcript}, + organization = {Senn Oral History Collection}, + institution = {National Library of Medicine}, + location = {Bethesda, MD}, + annote = {An unpublished interview from an archive, hence + requiring the Misc entry type with an entrysubtype. + The interview is dated, but isn't letter-like, so + you put the date in date. The interviewee is the + author, and the title, with its initial lowercase + letter, names the interviewer. This Misc entry has + all 4 locating fields in increasing generality: + note, organization, institution, and location. The + first of these also starts with a lowercase letter. + The Manual suggests that if you refer to more than + one piece from such an archive, that you include + only the archive in the reference list, with more + specific information forming part of the flow of + text. Cf. creel:house and house:papers.} +} + +@Book{stendhal:parma, + title = {The Charterhouse of {Parma}}, + date = 1925, + author = {Stendhal}, + nameaddon = {Marie Henri Beyle}, + publisher = {Boni \& Liveright}, + address = {New York}, + translator = {Scott-Moncrieff, C.~K.}, + annote = {Book entry with the real name of the author given, + in the nameaddon field, after the pseudonym, in the + author field.}} + +@Article{stenger:privacy, + journaltitle = {CNN.com}, + entrysubtype = {magazine}, + date = {1999-12-20}, + author = {Stenger, Richard}, + title = {Tiny Human-Borne Monitoring Device Sparks Privacy Fears}, + url = {http://www.cnn.com/1999/TECH/ptech/12/20/implant.device/}, + annote = {This is an intrinsically-online source, but is + structured like a newspaper, so we use the Article + entry type and "magazine" entrysubtype. The Manual + is specific about this, and it limits the range of + things you might put into an Online entry.} +} + +@Book{suangtho:tectona, + title = {Flowering and Seed Production in \mkbibemph{Tectona + grandis} {L.f.}}, + subtitle = {Report on the {DANIDA Training Course on Tree + Improvement Program}}, + date = 1990, + author = {Suangtho, V. and Lauridson, E.~B.}, + address = {Chiang Mai, Thailand}, + annote = {A book title showing "reverse italics," where a + normally italicized term is in roman inside an + italicized title. Note that the curly braces around + the species name protect it from biblatex's + capitalization algorithms, so in such a case you + need to provide sentence capitalization yourself.}} + +@Article{terborgh:preservation, + author = {Terborgh, J.}, + title = {Preservation of Natural Diversity}, + subtitle = {The Problem of Extinction-Prone species}, + journaltitle = {BioScience}, + date = 1974, + volume = 24, + pages = {715--22}, + annote = {A standard Article entry.}} + +@Book{thompson:making, + title = {The Making of the {English} Working Class}, + date = 1964, + author = {Thompson, E.~P.}, + publisher = {Pantheon}, + address = {New York}, + addendum = {(Published in UK in 1963.)}, + annote = {A book published in different years in the US and + the UK.}} + +@Book{tillich:system, + title = {Systematic Theology}, + date = {1951/63}, + author = {Tillich, Paul}, + publisher = uchp, + volumes = 3, + location = {Chicago}, + annote = {A Book entry with 3 volumes published over time. + Any postnote fields in citation commands should + provide volume and page, like so: "2:157."} +} + +@Book{times:guide, + title = {The {Times} Guide to {English} Style and Usage}, + edition = {\bibstring{revisededition}}, + lista = {police ranks and postal addresses}, + editor = {Austin, Tim}, + editortype = {compiler}, + year = 1999, + publisher = {Times Books}, + location = {London}, + annote = {In the notes+bibliography style, I presented this + text as an InReference entry, so that citations + started with the title and and you could use a + postnote field to cite other alphabetized articles + without having to provide the "s.v." string + yourself. In the author-date style you may + sometimes want to choose the book type, allowing the + reference-list entry to begin with the compiler's + name. The disadvantage to this is that in text + citations you'll have to provide that "s.v." string + yourself in the postnote field. Perhaps the + simplest solution is the one I've used in + ency:britannica and grove:sibelius, providing a + shorttitle for the in-text citations and + automatically producing "s.v." for you when you have + a postnote. Here, the use of the editor and + editortype fields means you don't need a shortauthor + or sortkey field, which you would do were you to use + namec.} +} + +@Book{turabian:manual, + title = {A Manual for Writers of Term Papers, Theses, and + Dissertations}, + date = 1996, + author = {Turabian, Kate~L.}, + publisher = uchp, + address = {Chicago}, + edition = 6, + note = {Rev. John Grossman and Alice Bennett}, + annote = {A book with edition information included in the note + field.}} + +@Article{unsigned:ranke, + journaltitle = {Ergänzungsblätter zur Allgemeinen Literatur-Zeitung}, + entrysubtype = {magazine}, + date = {1828-02}, + title = {unsigned review of \mkbibemph{Geschichten der + romanischen und germanischen Völker}, by {Leopold von + Ranke}}, + number = {23--24}, + sortkey = {Erg}, + shortauthor = {\mkbibemph{Erg\"anzungsbl\"atter z. Allg. Lit.-Ztg.}}, + annote = {A rather unusual Article entry (entrysubtype + "magazine"), without an author. In the author-date + style we allow the journaltitle to come first in the + reference-list entry, providing a formatted and + abbreviated shortauthor for citations and a sort key + for alphabetization in the reference list. Note the + formatting of the reviewed title in the title field. + The number field provides the consecutive numbers of + the magazine in which the review appeared, and the + style automatically provides the correct (plural) + bibstring.} +} + +@Book{virginia:plantation, + title = {A True and Sincere Declaration of the Purpose and + Ends of the Plantation Begun in {Virginia}, of the + Degrees Which It Hath Received, and Means by Which + It Hath Been Advanced}, + author = {Anon\adddot}, + year = 1610, + annote = {An anonymous Book entry with a very long title. + Providing the author "Anon." simplifies the + presentation in the author-date style.} +} + +@Book{walker:columbia, + title = {The {Columbia} Guide to Online Style}, + date = 1998, + author = {Walker, J.~R. and Taylor, T.}, + publisher = {Columbia Univ. Press}, + address = {New York}, + annote = {A plain book entry with two authors}} + +@Article{wall:radio, + author = {Wall, J.~V.}, + title = {2700 {MHz} Observations of {4C} Radio Sources in the + Declination Zone +4 to -4}, + journaltitle = {Australian J. Phys. Astrophys.}, + date = 1971, + volume = {Suppl. no. 20}, + annote = {A supplement volume to a journal, showing one way of + providing this information using the volume field. + Also note the abbreviated journal title, which is + sometimes recommended in reference lists.} +} + +@Article{wallraff:word, + journaltitle = {Atlantic Monthly}, + entrysubtype = {magazine}, + author = {Wallraff, Barbara}, + date = {2000-04}, + title = {Word {Court}}, + annote = {A regular column in a magazine, without an + individual title, hence the use of an Article entry + type, entrysubtype "magazine," with a title and no + titleaddon.} +} + +@Article{warr:ellison, + author = {Warr, Mark and Ellison, Christopher~G.}, + title = {Rethinking Social Reactions to Crime}, + subtitle = {Personal and Altruistic Fear in Family Households}, + journaltitle = {American Journal of Sociology}, + date = {2000-11}, + volume = 106, + number = 3, + pages = {551--78}, + url = {http://www.journals.uchicago.edu/AJS/journal/issues/v106n3/050125/050125.html}, + annote = {An Article with an online version.} +} + +@Book{wauchope:ceramics, + title = {A Tentative Sequence of Pre-Classic Ceramics in + {Middle America}}, + year = 1950, + author = {Wauchope, Robert}, + publisher = {Tulane University}, + series = {Middle American Research Records}, + number = {\bibstring{volume} 1, \bibstring{number} 14}, + location = {New Orleans, LA}, + annote = {A Book with a series and number. The name of the + series alone goes in series, the rest in number.} +} + +@Book{weber:saugetiere, + title = {Die S\"augetiere}, + date = 1928, + author = {Weber, M. and de Burlet, H.~M. and Abel, O.}, + volumes = 2, + publisher = {Gustav Fischer}, + hyphenation = {german}, + address = {Jena}, + edition = 2, + annote = {A multi-volume work, in its second edition. The + hyphenation field tells the style to leave the + title's capitalization alone, hence the absence of + extra curly braces.} +} + +@Book{weresz, + author = {Wereszycki, Henryk}, + title = {Koniec sojuszu trzech cesarzy}, + usere = {The end of the Three Emperors' League}, + publisher = {PWN}, + year = 1977, + location = {Warsaw}, + annote = {A Book in Polish, with the title given in Polish + (though lacking diacritics) and a translation given + for a readership who might not know that language. + The translation, in the usere field, is capitalized + sentence style.} +} + +@Article{white:callimachus, + author = {White, Stephen~A.}, + title = {Callimachus {Battiades} (\mkbibemph{Epigr.} 35)}, + journaltitle = {Classical Philology}, + date = {1999-04}, + volume = 94, + pages = {168--81}, + annote = {A standard Article entry with a formatted title + quoted in the title field.} +} + +@Letter{white:ross:memo, + author = {White, E.~B.}, + title = {EBW to Harold Ross}, + titleaddon = {memorandum}, + xref = {white:total}, + options = {cmsdate=on,switchdates}, + pages = 273, + date = {1946-05-02}, + annote = {In the author-date style, the Manual recommends that + the list of references contain only the whole + collection of published letters (white:total below), + with any further information being provided as part + of the running text. (If you follow this method, + then the Letter entry type needn't ever be used. + See 17.77.) If, for some reason, you still want to + cite individual letters in the list of references, + this and the following entry demonstrate how to do + so. Chicago's mechanism for shortened + cross-references is operative in Letter entries + using crossref or xref (as in InCollection and + InProceedings entries), so the information printed + in the list of references will be abbreviated. By + using the date instead of the origdate field for the + date of the letter, combined with the switchdates + and cmsdate calls in the options field, you'll get + separate letters, ordered by date, and with a,b,c + etc. appended to differentiate letters from the same + year.} +} + +@Letter{white:russ, + author = {White, E.~B.}, + title = {EBW to B.~Russell}, + options = {cmsdate=on,switchdates}, + xref = {white:total}, + pages = 283, + date = {1946-09-02}, + annote = {This is a spurious entry I've just made up to show + the cross-referencing mechanism at work in Letter + entries. See white:ross above for the details.} +} + +@Book{white:total, + title = {{Letters of E.~B. White}}, + year = 1976, + author = {White, E.~B.}, + editor = {Guth, Dorothy Lobrano}, + publisher = {Harper \&\ Row}, + location = {New York}, + annote = {The parent entry of the two preceding child entries. + Note that it is a Book entry, and will appear in the + bibliography if more than one child references it, + even though it isn't cited itself.} +} + +@Periodical{whittington:water, + title = {World Development}, + date = 1991, + editor = {Whittington, D. and others}, + issuetitle = {A Study of Water Vending and Willingness to Pay for + Water in {Onitsha, Nigeria}}, + note = {special issue}, + volume = 19, + number = {2--3}, + annote = {A special issue of a journal, cited as a whole, + hence the use of the Periodical entry type. The + type of issue goes in the note field.}} + +@InCollection{wiens:avian, + author = {Wiens, J.~A.}, + title = {Avian Community Ecology}, + subtitle = {An Iconoclastic View}, + crossref = {brush:ornithology}, + pages = {355--403}, + annote = {An essay in a collection, the child entry of the + parent given in the crossref field. The presence of + this field means that the entry in the list of + references will be abbreviated, and include a + shortened reference to the parent. + Cf. ellet:galena, lippincott:chicago, and + keating:dearborn.} +} + +@InReference{wikiped:bibtex, + title = {Wikipedia}, + lista = {BibTeX}, + year = {2008}, + url = {http://en.wikipedia.org/wiki/BibTeX}, + urldate = {2008-06-24}, + annote = {An online InReference entry, usually not presented + in a list of references. Here is how you might do + so, borrowing from the urldate for the date field. + You must have the urldate field, as such sources + change rather rapidly.} +} + +@InBook{will:cohere, + author = {Williams, Joseph~M. and Colomb, Gregory~C.}, + title = {Coherence {II}}, + booktitle = {Style}, + booksubtitle = {Toward Clarity and Grace}, + bookauthor = {Williams, Joseph~M.}, + pages = {81--95}, + publisher = uchp, + year = 1990, + location = {Chicago}, + annote = {A chapter in a book that has a different authorship + from the book as a whole. In such a case, you can + use an InBook entry, with the author(s) of the + chapter in the author field, and the author(s) of + the whole book in the bookauthor field.} +} + +@Book{wright:evolution, + title = {Evolution and the Genetics of Populations}, + date = {1968/78}, + author = {Wright, Sewell}, + publisher = uchp, + address = {Chicago}, + volumes = 4, + annote = {A multi-volume work published over several years, so + the date field provides the range.}} + +@Book{wright:theory, + title = {Theory of Gene Frequencies}, + date = 1969, + maintitle = {Evolution and the Genetics of Populations}, + volume = 2, + author = {Wright, Sewell}, + publisher = uchp, + address = {Chicago}, + annote = {One volume of the multi-volume work from the + previous entry.}} + +@Collection{zukowsky:chicago, + title = {Chicago Architecture, 1872--1922}, + subtitle = {Birth of a Metropolis}, + year = 1987, + editor = {Zukowsky, John}, + publisher = {Prestel-Verlag in association with the Art Institute + of Chicago}, + location = {Munich}, + annote = {A standard Collection entry, with an editor instead + of an author. Note extra information in publisher + field.} +} + diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib b/Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib new file mode 100644 index 00000000000..2a3d4a683d9 --- /dev/null +++ b/Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib @@ -0,0 +1,2039 @@ +@String{cup = {Cambridge University Press}} +@String{oup = {Oxford University Press}} +@String{uchp = {University of Chicago Press}} +@String{hup = {Harvard University Press}} +@String{pup = {Princeton University Press}} +@String{ucp = {University of California Press}} +@String{sup = {Stanford University Press}} + +@Review{Clemens:letter, + journaltitle = {Wall Street Journal}, + entrysubtype = {magazine}, + date = {2000-04-21}, + author = {Clemens, David}, + title = {letter to the editor}, + shorttitle = {letter to the editor}, + annote = {A typical letter to an editor -- note the use of + lowercase letter in title and shorttitle, using the + automatic capitalization function of those fields in + Review entries.} +} + +@Book{adorno:benj, + title = {The Complete Correspondence, 1928--1940}, + publisher = hup, + year = 1999, + author = {Adorno, Theodor W. and Benjamin, Walter}, + editor = {Lonitz, Henri}, + translator = {Nicholas Walker}, + location = {Cambridge, MA}, + shorttitle = {Complete Correspondence}, + annote = {A published collection of letters, in a Book entry + rather than Letter. References to it would be by + page rather than by individual letter.} +} + +@Book{aristotle:metaphy:gr, + shorttitle = {Metaphysics}, + title = {Metaphysics}, + keywords = {original}, + entrysubtype = {classical}, + origdate = 1924, + year = 1997, + author = {Aristotle}, + editor = {Ross, W.~D.}, + publisher = {Oxford University Press and Sandpiper Books}, + pubstate = {reprint}, + volumes = 2, + location = {Oxford}, + annote = {A work from classical antiquity, presented in a Book + entry with "classical" entrysubtype, hence + references to it will have a special form in short + notes. This assumes you are using the traditional, + fixed divisions of the text, in this case those of + Bekker's edition, instead of page references to this + edition. In the latter case, you don't need the + entrysubtype. Also note keywords field, which means + it won't be printed separately in the bibliography, + because it will be appended to the entry for the + english translation, given in the next entry. This + volume is a reprint edition, notice the use of the + string "reprint" in the pubstate field, and the + origyear field holding date of original publication. + Finally, notice two publishers, separated by keyword + "and."} +} + +@Book{aristotle:metaphy:trans, + title = {Metaphysica}, + entrysubtype = {classical}, + year = 1928, + volume = 8, + author = {Aristotle}, + editor = {Ross, W.~D.}, + nameb = {Ross, W.~D.}, + origlanguage = {greek}, + userf = {aristotle:metaphy:gr}, + maintitle = {The Works of Aristotle, Translated into English}, + publisher = {Clarendon Press}, + edition = 2, + location = {Oxford}, + annote = {Translation of the previous entry, in this case also + using Book with "classical" entrysubtype, as + references will be by the pages of Bekker's edition. + The userf field contains the entry key for the Greek + original, which means the bibliography entry will + contain the reference to the translation followed by + that to the Greek text. The origlanguage field + means that the connecting text between the two books + in the bibliography will read "Greek edition:" + instead of "Originally published as." Note also + nameb, the translator of this particular volume of + the maintitle, as distinct from the editor of the + whole series, even though in this case they happen + to be the same person.} +} + +@InBook{ashbrook:brain, + author = {Ashbrook, James~B. and Albright, Carol Rausch}, + title = {The Frontal Lobes, Intending, and a Purposeful God}, + booktitle = {The Humanizing Brain}, + publisher = {Pilgrim Press}, + year = 1997, + chapter = 7, + location = {Cleveland, OH}, + shorttitle = {The Frontal Lobes}, + annote = {A typical InBook entry, identified by title and + also, in this case, by chapter number rather than + page range.} +} + +@Article{assocpress:gun, + journaltitle = {New York Times}, + entrysubtype = {magazine}, + date = {2000-06-12}, + author = {{Associated Press}}, + title = {Westchester Approves Measure on Gun Safety}, + shorttitle = {Westchester Approves Measure}, + annote = {A fairly typical Article entry from a newspaper, + with the keyword "magazine" as entrysubtype, and + with a corporate author inside an extra set of curly + braces.} +} + +@Article{author:forthcoming, + author = {Author, Margaret~M.}, + title = {Article Title}, + journaltitle = {Journal Name}, + year = {forthcoming}, + volume = 98, + annote = {An example of how to deal with a forthcoming + article.} +} + +@Book{babb:peru, + title = {Between Field and Cooking Pot}, + subtitle = {The Political Economy of Marketwomen in Peru}, + year = 1989, + author = {Babb, Florence}, + publisher = {University of Texas Press}, + edition = {\bibstring{revisededition}}, + location = {Austin}, + annote = {A revised edition, with the bibstring revisededition + in the edition field.} +} + +@Review{barcott:review, + journaltitle = {New York Times Book Review}, + date = {2000-04-16}, + author = {Barcott, Bruce}, + entrysubtype = {magazine}, + title = {\bibstring{reviewof} \mkbibemph{The Last Marlin: The + Story of a Family at Sea}, \bibstring{by} Fred Waitzkin}, + pages = 7, + shorttitle = {\bibstring{reviewof} \mkbibemph{The Last Marlin}}, + annote = {Typical Review entry from a magazine or newspaper, + with keyword "magazine" in entrysubtype, and with + the bibstring reviewof in the title and shorttitle + fields. You could just write "review of" instead, + but the bibstring makes the entry portable across + languages. Note the formatting of the reviewed + book's title using \mkbibemph.} +} + +@Article{batson, + author = {Batson, C.~Daniel}, + title = {How Social Is the Animal? The Human Capacity for + Caring}, + journaltitle = {American Psychologist}, + date = {1990-03}, + volume = 45, + pages = {336--46}, + shorttitle = {How Social Is the Animal?}, + annote = {Very typical Article entry.} +} + +@Article{beattie:crime, + author = {Beattie, J.~M.}, + title = {The Pattern of Crime in England, 1660--1800}, + journaltitle = {Past and Present}, + year = 1974, + number = 62, + pages = {47--95}, + shorttitle = {The Pattern of Crime in England}, + annote = {Article entry with number instead of volume.} +} + +@Image{bedford:photo, + author = {Bedford, Francis}, + title = {Stratford on Avon Church from the Avon}, + type = {albumen print of collodion negative}, + institution = {International Museum of Photography at George + Eastman House}, + year = {1860s}, + note = {18.8 x 28 cm\adddot}, + location = {Rochester}, + annote = {A typical Image entry, for presenting a photograph. + Note the type field, and the fact that it begins + with a lowercase letter, allowing biblatex to + capitalize it contextually if needed.} +} + +@BookInBook{bernard:boris, + author = {Bernard, Thomas}, + title = {A Party for Boris}, + booktitle = {Histrionics}, + booksubtitle = {Three Plays}, + translator = {Jansen, Peter~K. and Northcott, Kenneth}, + publisher = uchp, + year = 1990, + location = {Chicago}, + annote = {A typical BookInBook entry, presenting part of a + book that could in other contexts be a book in its + own right. The title here will therefore be + italicized. Notice especially the use of booktitle + in such an entry, which makes it a "book within a + book."} +} + +@Book{boxer:china, + title = {South China in the Sixteenth Century}, + year = 1953, + editor = {Boxer, Charles~R.}, + number = {2nd ser., 106}, + series = {Hakluyt Society Publications}, + location = {London}, + shorttitle = {South China}, + annote = {Book entry with series and number. In all book-like + entries (as opposed to Article, Periodical, and + Review entries) the series field will be a name, as + here, while the number field may contain such + information as "2nd ser." or "vol. 3," or just a + plain number. Putting "2nd ser." in the number + field may seem counter-intuitive, but it's necessary + for getting the punctuation to work out right.} +} + +@Article{brown:bremer, + title = {A Swedish Traveler in Early Wisconsin}, + subtitle = {The Observations of Frederika Bremer}, + titleaddon = {pts.\ 1 and 2}, + journaltitle = {Wisconsin Magazine of History}, + year = 1978, + issue = {Summer}, + volume = 61, + pages = {300--318; 62 (Autumn 1978): 41--56}, + editor = {Brown, George~C.}, + annote = {An unusual Article entry, combining into one + reference a two-part article using both the + titleaddon field and the pages field. This is a + kludge, and at some point I hope to implement a + better system. You could, also, simply refer to + each part separately. Note also the issue field, + with the name of a season, and the lowercase letter + starting the titleaddon field, which will + automatically capitalize the data depending on the + context within an entry.} +} + +@Book{browning:aurora, + title = {Aurora Leigh}, + subtitle = {Authoritative Text, Backgrounds and Contexts, + Criticism}, + year = 1996, + author = {Browning, Elizabeth Barrett}, + editor = {Reynolds, Margaret}, + publisher = {Norton}, + series = {Norton Critical Editions}, + location = {New York}, + annote = {A Book entry with a series field, but no number.} +} + +@Review{bundy:macneil, + journaltitle = {MacNeil/Lehrer NewsHour}, + usera = {PBS}, + entrysubtype = {magazine}, + date = {1990-02-07}, + author = {Bundy, McGeorge}, + title = {interview by Robert MacNeil}, + shorttitle = {interview}, + annote = {A television interview presented in a Review entry, + with "magazine" entrysubtype. Note that the + interviewee is presented as the author, and that the + broadcast network is given in the usera field. Note + also the use of lowercase letters to start both + title and shorttitle, allowing automatic contextual + capitalization of a generic title in a Review entry.} +} + +@InCollection{centinel:letters, + author = {Centinel}, + nameaddon = {\bibstring{pseudonym}}, + titleaddon = {letters}, + booktitle = {The Complete Anti-Federalist}, + publisher = uchp, + shorttitle = {\autocap{l}etters}, + year = 1981, + editor = {Storing, Herbert J.}, + location = {Chicago}, + annote = {A rare example of a generic, unformatted title in an + InCollection entry, it therefore has a titleaddon + field and no title field. Note use of lowercase + initial letter in that titleaddon field, and of + \autocap in the shorttitle. "Centinel" is a + pseudonym and the actual author isn't known, so the + bibstring pseudonym is put in the nameaddon field.} +} + +@Book{chaucer:alt, + title = {Chaucer Life-Records}, + options = {useauthor=false,useeditor=false,usetranslator=false, + usecompiler=false}, + year = 1966, + editor = {Crow, Martin~M. and Olson, Clair~C.}, + namec = {Manly, John~M. and Richert, Edith}, + publisher = oup, + note = {with the assistance of Lilian~J. Redstone + and others}, + location = {London}, + annote = {One way of presenting a Book so that the title comes + first in the entry. Here, we disable the use of + author, editor, translator, and compiler in the + options field, so the title is all that remains. + Note that we have to disable translator even though + there isn't one in the entry -- this is necessary to + make sure that no name will be found to place before + the title. The compilers go in namec, and other + information in note, which starts with a lowercase + letter. Cf. next entry.} +} + +@Book{chaucer:liferecords, + title = {Chaucer Life-Records}, + publisher = oup, + year = 1966, + note = {\partedit Martin M. Crow and Clair C. Olson from + materials compiled by John M. Manly and Edith + Richert, with the assistance of Lilian J. Redstone + and others}, + location = {London}, + annote = {A second way of presenting the same Book. There's + no author, editor, or compiler, so the title goes + first in the entry. All other information appears + in the note field, using the \partedit macro to get + the initial strings right in bibliography and + notes. (If your bibliography is in French, you'll + need to add "de" after this \partedit command.) + Cf. the previous entry.} +} + +@Book{chicago:manual, + title = {The Chicago Manual of Style}, + year = 2003, + author = {{University of Chicago Press}}, + publisher = uchp, + edition = 15, + location = {Chicago}, + annote = {A manual presented in a Book entry. Note curly + brackets around corporate author, which is printed + twice, both as author and publisher.} +} + +@Booklet{clark:mesopot, + title = {Mesopotamia}, + subtitle = {Between Two Rivers}, + author = {Hazel V. Clark}, + howpublished = {End of the Commons General Store}, + year = {\mkbibbrackets{1957?}}, + location = {Mesopotamia, OH}, + annote = {A standard Booklet entry, though the same + information could be presented in a Book entry, + using publisher instead of howpublished. Note + brackets around year, as this is obviously a best + guess.} +} + +@Book{cohen:schiff, + title = {Jacob H. Schiff}, + subtitle = {A Study in American Leadership}, + year = 1999, + author = {Cohen, Naomi~W.}, + publisher = {University Press of New England and Brandeis + University Press}, + location = {Hanover, NH}, + annote = {A Book with two publishers.} +} + +@Article{conley:fifthgrade, + author = {Conley, Alice}, + title = {Fifth-Grade Boys' Decisions about Participation in + Sports Activities}, + issuetitle = {Non-subject-matter Outcomes + of Schooling}, + journaltitle = {Elementary School Journal}, + note = {special issue}, + year = 1999, + volume = 99, + editor = {Good, Thomas~L.}, + number = 5, + pages = {131--46}, + shorttitle = {Fifth-Grade Boys' Decisions}, + annote = {An Article that is part of a special issue of a + journal. Title of the issue goes in issuetitle, + editor of the issue in editor, and the sort of issue + in note, with lowercase initial letter. + Cf. good:wholeissue for how to refer to the special + issue as a whole, rather than to one article in it, + using a Periodical entry.} +} + +@InCollection{contrib:contrib, + author = {Contributor, Anna}, + title = {Contribution}, + booktitle = {Edited Volume}, + publisher = {Publisher}, + year = {forthcoming}, + editor = {Editor, Ellen}, + location = {Place}, + annote = {A forthcoming essay in an InCollection entry.} +} + +@Book{cook:sotweed, + title = {Sotweed Redivivus, or The Planter's Looking-Glass}, + year = 1730, + author = {Cook, Ebenezer}, + shortauthor = {{Ebenezer Cook}}, + authortype = {anon?}, + shorttitle = {Sotweed Redivivus}, + note = {\bibstring{by} \mkbibquote{E.~C. Gent}}, + location = {Annapolis}, + annote = {A complicated Book entry. First, the author is + unknown, but guessed at, hence the "anon?" in the + authortype field. Because he's unknown, it may be + best in this case to put extra curly brackets in + shortauthor, so that in the short note form it's + clearer who's at stake, though this is optional. The + note field gives the author as printed in the book, + presented as a citation inside quotation marks. If + you remember to use \mkbibquote here, then + appropriate punctuation will automatically be + provided, so there's no more need for \custpunct or + "plain" in the type field.} +} + +@Book{cotton:manufacture, + title = {An Inquiry into the Causes of the Present + Long-Continued Depression in the Cotton Trade, with + Suggestions for Its Improvement}, + year = 1869, + author = {{A Cotton Manufacturer}}, + sortkey = {Cott}, + location = {Bury, UK}, + shorttitle = {Inquiry into the Causes}, + annote = {A Book with a corporate author. The sortkey field + helps alphabetize the entry in the bibliography, as + the author starts with the indefinite article, which + you want ignored in this context.} +} + +@Book{creasey:ashe:blast, + title = {A Blast of Trumpets}, + year = 1976, + author = {Creasey, John}, + nameaddon = {Gordon Ashe, \bibstring{pseudonym}}, + publisher = {Holt, Rinehart \& Winston}, + location = {New York}, + annote = {The first of 3 Books written by the same author + under three different pseudonyms. You have + considerable latitude in how to present these, but + the method chosen here allows all three to be + grouped together in the bibliography. Note the + pseudonym in nameaddon, identified with the + bibstring pseudonym. Also note ampersand in + publisher, which prevents the two parts of the + publisher's name from being taken as two different + publishers.} +} + +@Book{creasey:morton:hide, + title = {Hide the Baron}, + year = 1978, + author = {Creasey, John}, + nameaddon = {Anthony Morton, \bibstring{pseudonym}}, + publisher = {Walker}, + location = {New York}, + annote = {Second of three Book entries by same author under + different pseudonyms.} +} + +@Book{creasey:york:death, + title = {Death to My Killer}, + year = 1966, + author = {Creasey, John}, + nameaddon = {Jeremy York, \bibstring{pseudonym}}, + publisher = {Macmillan}, + location = {New York}, + annote = {Third of three Book entries by same author under + different pseudonyms.} +} + +@Misc{creel:house, + author = {Creel, George}, + entrysubtype = {letter}, + title = {George Creel to Colonel House}, + shortauthor = {\isdot}, + origdate = {1918-09-25}, + note = {Edward~M. House Papers}, + organization = {Yale University Library}, + annote = {An unpublished letter from an archive, presented in + a Misc entry with an entrysubtype. The \isdot in + the shortauthor field prevents duplication of the + author's name in the short note form. You can + achieve the same in the long note form by using the + citation command \headlessfullcite. The manuscript + collection is found in the note and organization + fields -- depending on the entry, you can use note, + organization, institution, and/or location, in + ascending order of generality, though you should + consistently put the most specific collection name + in the note field. The date of the letter goes in + origdate, and in the short note form you can use the + macro \letterdatelong in the postnote field to + identify the letter by this date, if it helps + disambiguate.} +} + +@Book{davenport:attention, + title = {The Attention Economy}, + subtitle = {Understanding the New Currency of Business}, + year = 2001, + author = {Davenport, Thomas~H. and Beck, John~C.}, + publisher = {Harvard Business School Press}, + addendum = {TK3 Reader e-book}, + location = {Cambridge, MA}, + annote = {Example of the use of addendum in a Book entry, in + this case to identify that the work is an e-book.} +} + +@Misc{dinkel:agassiz, + author = {Dinkel, Joseph}, + title = {description of Louis Agassiz written at the request + of Elizabeth Cary Agassiz}, + entrysubtype = {defined}, + shorttitle = {description of Louis Agassiz}, + note = {Agassiz Papers}, + location = {Harvard University}, + organization = {Houghton Library}, + annote = {A manuscript presented in a Misc entry with a + randomly-selected entrysubtype to distinguish it + from a traditional Misc entry. The title and + shorttitle begin with a generic term, hence the + initial lowercase letters. This entry uses three + fields to locate the manuscript, starting with note + and ascending in generality through organization to + location.} +} + +@Book{donne:var, + author = {Donne, John}, + editor = {Stringer, Gary~A.}, + title = {The \mkbibquote{Anniversaries} and the + \mkbibquote{Epicedes and Obsequies}}, + namea = {Stringer, Gary~A. and Pebworth, Ted-Larry}, + publisher = {Indiana University Press}, + maintitle = {The Variorum Edition of the Poetry of John Donne}, + year = 1995, + volume = 6, + location = {Bloomington}, + shorttitle = {\mkbibquote{Anniversaries} and \mkbibquote{Epicedes and + Obsequies}}, + annote = {A Book entry with a maintitle editor (editor field) + and a title editor (namea field). Also, inside an + italicized title, all other titles are put in + quotation marks, and using \mkbibquote will + automatically move appropriate punctuation inside + the closing quotation mark.} +} + +@Book{dunn:revolutions, + title = {Sister Revolutions}, + subtitle = {French Lightning, American Light}, + year = 1999, + author = {Dunn, Susan}, + publisher = {Faber \& Faber and Farrar, Straus \& Giroux}, + location = {New York}, + annote = {Book with two publishers, showing ampersands to + prevent them being treated as four.} +} + +@Manual{dyna:browser, + title = {Dynatext, Electronic Book Indexer/Browser}, + organization = {Electronic Book Technology Inc.}, + sortkey = {Electronic}, + address = {Providence, RI}, + year = 1991, + shorttitle = {Dynatext}, + annote = {A technical manual presented in a Manual entry. In + absence of named author the organization is printed + twice, as author and as publisher. Note that, in + the absence of an author, you must provide a sortkey + field to help with alphabetization.} +} + +@Book{eliot:pound, + title = {Literary Essays}, + options = {useauthor=false}, + year = 1953, + author = {Pound, Ezra}, + editor = {Eliot, T.~S.}, + publisher = {New Directions}, + location = {New York}, + annote = {A Book listed by its (famous) editor rather than by + its (equally-famous) author. The options field + makes it happen. This is a simple example, but + remember that if you have a namea defined then + biblatex-chicago-df will use that, and then you'll + need to provide a shorteditor for the short note + form and sortkey to help with alphabetization.} +} + +@InCollection{ellet:galena, + author = {Ellet, Elizabeth~F.~L.}, + title = {By Rail and Stage to Galena}, + crossref = {prairie:state}, + pages = {271--79}, + subtitle = {}, + annote = {First of three InCollection entries + cross-referencing the same Collection. Since it is + cited first in my example file, its long note + reference contains the full bibliographical data for + the Collection entry, whereas the subsequent two + long notes contain abbreviated references to the + Collection. Cf. keating:dearborn and + lippincott:chicago. All three have an abbreviated + reference in the bibliography. If you don't want + this space-saving measure, don't use crossref or + xref. Also, note empty subtitle field, to prevent + inheritance from parent entry.} +} + +@Book{emerson:nature, + title = {Nature}, + year = 1985, + origdate = 1836, + author = {Emerson, Ralph Waldo}, + publisher = {Beacon}, + note = {a facsimile of the first edition with an + introduction by Jaroslav Pelikan}, + location = {Boston}, + annote = {A reprinted Book, in this case a facsimile, with the + note field giving the relevant information. The + origdate field gives date of original publication. + Note use of lowercase letter to start note field.} +} + +@InReference{ency:britannica, + title = {Encyclopaedia Britannica}, + keywords = {original}, + edition = 15, + lista = {Salvation}, + annote = {A simple InReference entry, citing a well-known + reference work, and therefore not to appear in the + bibliography. The lista field gives the name of the + (alphabetically-arranged) article from which the + citation is taken.} +} + +@BookInBook{euripides:orestes, + title = {Orestes}, + year = 1958, + booktitle = {Euripides}, + maintitle = {The Complete Greek Tragedies}, + nameb = {Arrowsmith, William}, + volume = 4, + author = {Euripides}, + editor = {Grene, David and Lattimore, Richmond}, + publisher = uchp, + pages = {185--288}, + location = {Chicago}, + annote = {A work from antiquity, cited by pages in a modern + edition, hence not needing "classical" in + entrysubtype. Since the titles of such works are + uniformly italicized, we need to use a BookInBook + entry with a title and a booktitle ("book within a + book") and in this case also a maintitle. Note the + editors of the maintitle (editor field), and the + translator of the title (nameb field).} +} + +@Online{evanston:library, + author = {{Evanston Public Library Board of Trustees}}, + shortauthor = {{Evanston Public Library}}, + title = {Evanston Public Library Strategic Plan, 2000--2010}, + subtitle = {A Decade of Outreach}, + organization = {Evanston Public Library}, + url = {http://www.epl.org/library/strategic-plan-00.html}, + urldate = {2002-07-18}, + shorttitle = {Strategic Plan}, + annote = {An Online entry, with a corporate author, hence + extra curly braces in author and shortauthor. The + title field holds the title of the specific web + page, while the organization field holds the title + or owner of the site as a whole.} +} + +@Book{feydeau:farces, + title = {Four Farces by Georges Feydeau}, + publisher = uchp, + year = 1970, + translator = {Shapiro, Norman R.}, + author = {Feydeau, Georges}, + location = {Chicago}, + shorttitle = {Four Farces}, + annote = {A standard Book entry, but one which may prompt you + to use the \headlessfullcite citation command for + your first reference to it, as the title contains + the author's name which needn't be repeated, though + there's no harm in doing so.} +} + +@Article{friedman:learning, + author = {Friedman, James~W. and Mezzetti, Claudio}, + title = {Learning in Games by Random Sampling}, + journaltitle = {Journal of Economic Theory}, + date = {2001-05}, + volume = 98, + number = 1, + doi = {10.1006/jeth.2000.2694}, + url = {http://www.idealibrary.com/links/doi/10.1006/jeth.2000.2694}, + shorttitle = {Learning in Games}, + annote = {Standard Article entry with a doi and a url + provided.} +} + +@Book{furet:passing:eng, + title = {The Passing of an Illusion}, + year = 1999, + author = {Furet, François}, + userf = {furet:passing:fr}, + translator = {Furet, Deborah}, + publisher = uchp, + location = {Chicago}, + annote = {A translation, with the userf field referring to the + original. In notes, this has no effect, but in the + bibliography the translation and original are + presented in the same entry, connected (in the + absence of an origlanguage field) by the string + "Originally published as".} +} + +@Book{furet:passing:fr, + title = {Le passé d'une illusion}, + year = 1995, + keywords = {original}, + author = {Furet, François}, + publisher = {Éditions Robert Laffont}, + location = {Paris}, + annote = {The original of the previous entry. The keywords + field prevents it being printed separately in the + bibliography.} +} + +@Article{garaud:gatine, + author = {Garaud, Marcel}, + title = {Recherches sur les défrichements dans la Gâtine + poitevine aux XIe et XIIe siècles}, + journaltitle = {Bulletin de la Société des antiquaires de l'Ouest}, + year = 1967, + volume = 9, + series = 4, + pages = {11--27}, + shorttitle = {Recherches sur les défrichements}, + annote = {An Article in a journaltitle which is into its 4th + series. Note preservation of French + capitalization.} +} + +@Article{garrett, + author = {Garrett, Marvin~P.}, + title = {Language and Design in \mkbibemph{Pippa Passes}}, + journaltitle = {Victorian Poetry}, + year = 1975, + volume = 13, + number = 1, + pages = {47--60}, + location = {West Virginia University}, + annote = {An Article from a journaltitle that may not be + immediately recognizable to your readership, or + indeed that may be shared by a number of different + journals, so you add a location field to tell where + the journaltitle originates. Also note formatting + in the title field.} +} + +@Article{gibbard, + author = {Gibbard, Allan}, + title = {Morality in Living}, + subtitle = {Korsgaard's Kantian Lectures}, + journaltitle = {Ethics}, + year = 1999, + volume = 110, + number = 1, + pages = {140--164}, + titleaddon = {\bibstring{reviewof} \mkbibemph{The Sources of + Normativity}, by Christine M. Korsgaard}, + annote = {A book review as an Article, because it has a + specific title (title field) as well as a generic + one (titleaddon field). Note \bibstring macro and + formatting in the titleaddon.} +} + +@Periodical{good:wholeissue, + issuetitle = {Non-subject-matter Outcomes of Schooling}, + title = {Elementary School Journal}, + year = 1999, + volume = 99, + number = 5, + editor = {Good, Thomas~L.}, + note = {special issue}, + annote = {A reference to an entire special issue of a journal, + using a Periodical entry. The issue's title here + goes in the issuetitle field, while the name of the + journal goes in title rather than journaltitle. The + nature of the issue once again goes in the note + field, with an initial lowercase letter. + Cf. conley:fifthgrade for an example of an Article + entry presenting one article from this special + issue.} +} + +@Review{gourmet:052006, + journaltitle = {Gourmet}, + entrysubtype = {magazine}, + date = {2000-05}, + title = {Kitchen Notebook}, + sortkey = {Gourmet}, + shorttitle = {Kitchen Notebook, May 2000}, + annote = {A regular column in a magazine, presented in a + Review entry (with "magazine" entrysubtype) because + there is no specific title, only the generic one of + the name of the column, which is nonetheless + capitalized. Since there is no author, the + journaltitle will be used instead, in notes, short + notes, and bibliography. Also, note the sortkey, + needed to alphabetize by the journaltitle rather + than by the title.} +} + +@InReference{grove:sibelius, + title = {The New Grove Dictionary of Music and Musicians}, + author = {Hepokoski, James}, + lista = {Sibelius, Jean}, + url = {http://www.grovemusic.com/}, + urldate = {2002-01-03}, + sortkey = {New Grove}, + annote = {An example of an online InReference entry, which I + have allowed, as an example, to appear in the + bibliography. The author field refers to the author + of the specific entry in lista, and will be printed + in parentheses after the name of that entry. If you + need to provide the author or editor of a reference + work as a whole, then you should probably use a Book + entry. (Cf. schellinger:novel.) Note also the short + citation, where you can now put an alphabetized + article title in the postnote field, and it will be + formatted for you automatically in InReference + entries.} +} + +@Book{harley:cartography, + title = {Cartography in the Traditional East and Southeast + Asian Societies}, + year = 1994, + maintitle = {The History of Cartography}, + volume = {2}, + part = {2}, + editor = {Harley, J.~B. and Woodward, David}, + publisher = uchp, + location = {Chicago}, + shorttitle = {Cartography in East and Southeast Asia}, + annote = {A Book entry, with its maintitle's logical volumes + published in separate physical parts, hence a volume + and a part number. Cf. lach:asia.} +} + +@TechReport{herwign:office, + options = {useprefix=true}, + author = {{van} Herwijnen, Eric}, + title = {Future Office Systems Requirements}, + institution = {CERN DD internal note}, + year = 1988, + month = 11, + annote = {A Report entry, the type already set by using the + TechReport alias instead of Report. The institution + field identifies the issuer of the report.} +} + +@Article{hlatky:hrt, + author = {Hlatky, Mark~A. and Boothroyd, Derek and + Vittinghoff, Eric and Sharp, Penny and Whooley, + Mary~A.}, + title = {Quality-of-Life and Depressive Symptoms in + Postmenopausal Women after Receiving Hormone + Therapy}, + subtitle = {Results from the Heart and Estrogen/Progestin + Replacement Study (HERS) Trial}, + journaltitle = {Journal of the American Medical Association}, + date = {2002-02-06}, + volume = 287, + number = 5, + url = {http://jama.ama-assn.org/issues/v287n5/rfull/joc10108.html#aainfo}, + urldate = {2002-01-07}, + shorttitle = {Quality of Life and Depressive Symptoms}, + annote = {Standard Article entry with url provided. 4 authors + provokes use of "et al." in notes, though not in + bibliography, because the settings for maxnames and + minnames have been changed in the \printbibliography + command at the end of sample.tex.} +} + +@Book{horsley:prosodies, + title = {On the Prosodies of the Greek and Latin Languages}, + year = 1796, + author = {Horsley, Samuel}, + authortype = {anon}, + shorttitle = {Prosodies}, + annote = {An anonymous Book, with the author known, though not + named on the title page. The string "anon" goes in + the authortype field.} +} + +@Misc{house:papers, + author = {House, Edward~M\adddot\addcomma}, + title = {Papers}, + note = {Yale University Library}, + entrysubtype = {letter}, + annote = {An example of a Misc entry (with an entrysubtype) + specifically for a bibliography, assuming that more + than one item has been cited from this same + collection. The individual items cited would look + like creel:house, and in such a case would not + appear in the bibliography. This entry also + illustrates the use of a comma in a bibliography + entry to set off a middle initial from a following + plain-text title, only used when the period alone + might lead to ambiguity. Cf. Manual, 17.231. The + \adddot and \addcomma commands you see here are the + most effective way of doing this.} +} + +@Letter{jackson:paulina:letter, + author = {Jackson, Paulina}, + title = {Paulina Jackson to John Pepys Junior}, + booktitle = {The Letters of Samuel Pepys and His Family Circle}, + origdate = {1676-10-03}, + publisher = {Clarendon Press}, + year = 1955, + editor = {Heath, Helen Truesdell}, + shorttitle = {to John Pepys Junior}, + pages = {\bibstring{number} 42}, + location = {Oxford}, + annote = {An individual letter from a published collection, + hence the Letter entry, designed specifically for + this sort of reference. The title field should + always look like this, and the author won't be + printed in notes, as this field already specifies + it. The shorttitle is specific to this entry form, + eventually printing the author's surname followed by + the contents of this field, which again is specified + for this type of reference. The origdate field + holds the date of the original letter, while the + year (or date) holds the date of the publication of + the collection as a whole. The pages field in this + example holds not the page, but the number in the + collection -- notice the bibstring -- while the + booktitle is the title of that published collection. + If you refer to more than one letter from such a + collection, then only the name of the collection + appears in the bibliography, and you could use the + keywords field to suppress the printing of each + individual letter there. Cf. white:ross:memo, + white:russ, and white:total to see how this might + look.} +} + +@Book{james:ambassadors, + title = {The Ambassadors}, + year = 1996, + origdate = 1909, + author = {James, Henry}, + publisher = {Project Gutenberg}, + url = {ftp://ibiblio.org/pub/docs/books/gutenberg/etext96/ambas10.txt}, + annote = {Presents an online edition of a book which, not + being inherently an online text, still uses a Book + entry. The origdate field is the date of the print + publication of the text that is now online.} +} + +@InCollection{keating:dearborn, + author = {Keating, William~H.}, + title = {Fort Dearborn and Chicago}, + crossref = {prairie:state}, + subtitle = {}, + pages = {84--87}, + annote = {Second of three InCollection pieces from the same + Collection, using the crossref field. Even in the + first, long note, the data for the whole collection + will be presented in abbreviated form, since + ellet:galena (which see) has already been cited.} +} + +@Article{kern, + author = {Kern, W.}, + title = {Waar verzamelde Pigafetta zijn Maleise woorden?}, + usere = {Where did Pigafetta collect his Malaysian words?}, + journaltitle = {Tijdschrift voor Indische taal-, land- en volkenkunde}, + year = 1938, + volume = 78, + pages = {271--73}, + shorttitle = {Pigafetta}, + annote = {An Article with a Dutch title that may need + translating for a significant portion of your + readership. You give the translation in the usere + field, using sentence-style capitalization. } +} + +@Article{kimluu:diethyl, + author = {Kim Luu, Diane-Dinh}, + title = {Diethylstilbestrol and Media Coverage of the + \mkbibquote{Morning After} Pill}, + journaltitle = {Lost in Thought: Undergraduate Research Journal}, + year = 1999, + volume = 2, + pages = {65--70}, + location = {Indiana University South Bend}, + annote = {Another Article from a journaltitle that may need + further specification for your readership, hence the + use of the location field. Note also the quoted + phrase inside the title.} +} + +@Review{kozinn:review, + journaltitle = {New York Times}, + year = 2000, + author = {Kozinn, Allan}, + entrysubtype = {magazine}, + title = {\bibstring{reviewof} concert performance + \bibstring{by} Timothy Fain (violin) \bibstring{and} + Steven Beck (piano), 92nd Street Y, New York}, + month = 4, + day = 21, + pages = {Weekend section}, + shorttitle = {\bibstring{reviewof} Fain \bibstring{and} Beck + concert}, + annote = {A typical Review entry from a newspaper, with + "magazine" in entrysubtype. Note the use of the + bibstrings in title and shorttitle, which help but + do not complete the internationalization of the + entry. Beginning the fields without bibstrings and + with lower-case letters in a chosen language + (e.g. "review of") is possibly a better + alternative. Note also the pages field, which gives + a more general reference than page number, as + sometimes the latter might change between editions.} +} + +@Book{lach:asia, + title = {The Scholarly Disciplines}, + maintitle = {Asia in the Making of Europe}, + year = 1977, + volume = {2}, + part = {3}, + author = {Lach, Donald}, + publisher = uchp, + location = {Chicago}, + annote = {A Book with a maintitle, its logical volumes + published in several physical parts, hence both a + volume and part number. Cf. harley:cartography.} +} + +@Article{lakeforester:pushcarts, + journaltitle = {Lake Forester}, + date = {2000-03-23}, + entrysubtype = {magazine}, + title = {Pushcarts Evolve to Trendy Kiosks}, + sortkey = {Lake Forester}, + location = {Lake Forest, IL}, + shorttitle = {Pushcarts Evolve}, + annote = {An Article entry from a newspaper, using "magazine" + in entrysubtype. The article doesn't have an + author, hence the journaltitle will be used at the + head of the entry in notes, short notes, and + bibliography. The newspaper might not be well + known, so the location field helps your readers out + in this case. The sortkey field ensures that the + entry is alphabetized by journaltitle rather than by + title.} +} + +@Book{lecarre:quest, + title = {The Quest for Karla}, + publisher = {Knopf}, + year = 1982, + author = {Le Carr{\'e}, John}, + nameaddon = {David John Moore Cornwell}, + location = {New York}, + options = {useprefix=true}, + annote = {A fairly standard Book entry, with, however, the + pseudonym in the author field and the real name in + nameaddon. This isn't strictly necessary in this + case, as one normally refers to this author by the + pseudonym, but if it is of particular interest this + is how you would present such information.} +} + +@Artwork{leo:madonna, + author = {{Leonardo da Vinci}}, + shortauthor = {Leonardo}, + title = {Madonna of the Rocks}, + type = {oil on canvas}, + institution = {Louvre}, + year = {1480s}, + note = {78 x 48.5 in\adddot}, + location = {Paris}, + annote = {A typical Artwork entry. Note the type field and + the fact that it begins with a lowercase letter, + allowing biblatex to capitalize it contextually when + needed.} +} + +@Book{levistrauss:savage, + title = {The Savage Mind}, + year = 1962, + author = {Lévi-Strauss, Claude}, + publisher = {Weidenfeld \& Nicolson}, + location = {Chicago: University of Chicago Press; London}, + annote = {A standard Book entry, showing a kludge in the + location field for including two publishers in two + different countries. The simplest thing to do in + such a situation is to pick the one nearest to you + and just use it, but this may be necessary + sometimes.} +} + +@Article{lewis, + author = {Lewis, Judith}, + title = {\mkbibquote{'Tis a Misfortune to Be a Great Ladie}}, + subtitle = {Maternal Mortality in the British Aristocracy, + 1558--1959}, + journaltitle = {Journal of British Studies}, + year = 1998, + volume = 37, + pages = {26--53}, + shorttitle = {\mkbibquote{'Tis a Misfortune to Be a Great Ladie}}, + annote = {An Article entry showing a quotation inside a title + that will itself take quotation marks in + bibliography and notes. (You may need to experiment + with some kernings if the cluster of quotation marks + at the start is unreadable.) Using \mkbibquote will + ensure that all the punctuation comes out right.} +} + +@InCollection{lippincott:chicago, + author = {Lippincott, Sarah Clarke}, + title = {Chicago}, + subtitle = {}, + crossref = {prairie:state}, + pages = {362--70}, + annote = {Third and last of the InCollection entries referring + to the same Collection. The first, long note will + have abbreviated data for the collection, because + other citations of entries in that collection have + already occurred. The bibliography entries of all + three are also abbreviated. Cf. ellet:galena and + keating:dearborn.} +} + +@Article{loften:hamlet, + author = {Loften, Peter}, + title = {Reverberations between Wordplay and Swordplay in + \mkbibemph{Hamlet}}, + journaltitle = {Aeolian Studies}, + year = 1989, + volume = 2, + pages = {12--29}, + shorttitle = {Reverberations}, + annote = {An Article entry with a formatted title within its + title.} +} + +@Book{maisonneuve:relations, + title = {Les relations publiques}, + subtitle = {Dans une société en mouvance}, + year = 1998, + author = {Maisonneuve, Danielle and Lamarche, Jean-François and + St-Amand, Yves}, + publisher = {Presses de l'Université de Québec}, + location = {Sainte-Foy, QC}, + annote = {Standard Book entry, maintaining French + capitalization.} +} + +@Book{mchugh:wake, + title = {Annotations to \mkbibquote{Finnegans Wake}}, + year = 1980, + author = {McHugh, Roland}, + publisher = {Johns Hopkins University Press}, + location = {Baltimore}, + annote = {A Book with a quoted title inside an italicized one. + If you use \mkbibquote, you no longer need to worry + about providing a \custpunct or a toggle in the type + field.} +} + +@Article{mcmillen:antebellum, + author = {McMillen, Sally~G.}, + title = {Antebellum Southern Fathers and the Health Care of + Children}, + journaltitle = {Journal of Southern History}, + year = 1994, + volume = 60, + number = 3, + pages = {513--32}, + shorttitle = {Antebellum Southern Fathers}, + annote = {Standard Article entry, with a number as well as a + volume.} +} + +@Book{meredith:letters, + title = {The Letters of George Meredith}, + publisher = {Clarendon Press}, + year = 1970, + author = {Meredith, George}, + shorttitle = {Letters}, + editor = {Cline, C.~L.}, + volumes = 3, + location = {Oxford}, + annote = {A published collection of letters referred to by + page rather than by individual letter, hence using a + Book entry rather than Letter. You may wish to use + the \headlessfullcite command for the first + reference, avoiding the repetition of the author's + name. Also, you should be aware that, because there + are three volumes of letters, the postnote field of + any cite command should contain both volume and page + references, as in "2:234". The postnote will follow + the shorttitle without intervening punctuation, as + per the specification.} +} + +@Reference{mla:style, + title = {MLA Style Manual and Guide to Scholarly Publishing}, + options = {useeditor=false}, + editor = {Gibaldi, Joseph}, + year = 1998, + publisher = {Modern Language Association of America}, + edition = 2, + location = {New York}, + annote = {A Reference entry, which I use here instead of + InReference because this work will be cited by + section number, rather than by alphabetized entry. + Once again, I have allowed this to appear in the + bibliography, hence the options field, which + prevents biblatex from alphabetizing the entry under + Gibaldi instead of MLA} +} + +@Article{morgenson:market, + journaltitle = {New York Times}, + entrysubtype = {magazine}, + pages = {sec. 3}, + date = {2000-04-23}, + author = {Morgenson, Gretchen}, + title = {Applying a Discount to Good Earnings News}, + titleaddon = {Market Watch}, + shorttitle = {Applying a Discount}, + annote = {An Article entry (entrysubtype "magazine") + presenting a regular column in a newspaper, which + column also has an individual, specific title. The + latter goes in the title field and the former in the + titleaddon field. Note also the reference to the + section in the pages field.} +} + +@PhdThesis{murphy:silent, + author = {Murphy, Priscilla Coit}, + title = {What a Book Can Do}, + subtitle = {\mkbibemph{Silent Spring} and Media-Borne Public Debate}, + school = {University of North Carolina}, + year = 2000, + annote = {A Thesis entry, using the PhdThesis alias to define + the type field. The school field is an alias for + biblatex's institution. Note also the formatting of + a title within a quoted title.} +} + +@Unpublished{nass:address, + author = {Nass, Clifford}, + title = {Why Researchers Treat On-Line Journals Like Real People}, + note = {keynote address, annual meeting of the Council of + Science Editors}, + location = {San Antonio, TX}, + date = {2000-05-06/2000-05-09}, + annote = {A typical Unpublished entry, presenting an + unpublished piece that isn't part of a formal + archive, which would usually require a Misc + entry. The note field provides the details of what + sort of piece it is, and whence it came, and begins + with a lowercase letter. Note the date range in the + date field.} +} + +@Book{natrecoff:camera, + title = {The KH-4B Camera System}, + year = 1967, + author = {{National Reconnaissance Office}}, + publisher = {National Photographic Interpretation Center}, + addendum = {now declassified and also available online}, + location = {Washington, DC}, + url = + {http://www.fas.org/spp/military/program/imint/kh-4%20camera%20system.htm}, + annote = {A technical manual presented in a Book entry. The + addendum gives extra details, and there's a url for + easier access. Note initial lowercase letter in + addendum, and corporate author with extra curly + braces.} +} + +@Review{nyt:obittrevor, + author = {\isdot}, + title = {obituary of Claire Trevor}, + entrysubtype = {magazine}, + journaltitle = {New York Times}, + sortkey = {Obit}, + pages = {national edition}, + date = {2000-04-10}, + annote = {First of two alternative ways to present an obituary + in a newspaper, both using the Review entry type + (entrysubtype "magazine"), because there is no + specific title, only the generic "obituary of"... In + this first one, the title heads the entry, so the + author is defined by the \isdot macro, printing + nothing, which also means that the short note will + also begin with the title. The title begins with a + lowercase letter, allowing biblatex to capitalize + when needed. The sortkey field is needed because + otherwise the bibliography entry will be + alphabetized by \isdot. Note the pages field, with + the edition specified.} +} + +@Review{nyt:trevorobit, + journaltitle = {New York Times}, + entrysubtype = {magazine}, + date = {2000-04-10}, + title = {obituary of Claire Trevor}, + pages = {national edition}, + sortkey = {New York Times}, + annote = {Second way to present an obituary in a Review entry + (entrysubtype "magazine"). Here, without an author, + the journaltitle will head the entry in notes, short + notes, and bibliography. Once again, the title + begins with a lowercase letter. The sortkey field + is again needed to alphabetize by journaltitle.} +} + +@Article{osborne:poison, + journaltitle = {Salon}, + entrysubtype = {magazine}, + date = {2000-03-29}, + author = {Osborne, Lawrence}, + title = {Poison Pen}, + titleaddon = {\bibstring{reviewof} \mkbibemph{The Collaborator: + The Trial and Execution of Robert Brasillach}, + \bibstring{by} Alice Kaplan}, + url = {http://www.salon.com/books/it/2000/03/29/kaplan/index.html}, + urldate = {2001-07-10}, + annote = {A review from a magazine, but with both specific + (title field) and generic (titleaddon field) titles, + hence presented in an Article entry, entrysubtype + "magazine." Note bibstrings and formatting in the + titleaddon. The entry also gives a url to the online + version.} +} + +@Book{palmatary:pottery, + title = {The Pottery of Marajó Island, Brazil}, + year = 1950, + author = {Palmatary, Helen~C.}, + series = {Transactions of the American Philosophical Society}, + number = {\bibstring{newseries}, 39, pt. 3}, + location = {Philadelphia}, + annote = {A Book entry, with series and number fields. The + name of the series alone goes in that field, with + any other information (like the bibstring + newseries) going in the number field.} +} + +@Book{pelikan:christian, + title = {The Emergence of the Catholic Tradition}, + year = 1971, + maintitle = {The Christian Tradition}, + mainsubtitle = {A History of the Development of Doctrine}, + volume = 1, + author = {Pelikan, Jaroslav}, + publisher = uchp, + location = {Chicago}, + annote = {A Book entry showing one volume of a multi-volume + maintitle.} +} + +@Patent{petroff:impurity, + title = {Blocked Impurity Band Detectors}, + date = {1986-02-04}, + origdate = {1980-10-23}, + author = {Petroff, M.~D. and Stapelbroek, M.~G.}, + number = {4,586,960}, + type = {patentus}, + annote = {A Patent entry, with the patent number in the number + field, a \bibstring in the type field, the filing + date in origdate, and the issue date in date. Note + that the \bibstring in the type field is not + identified as such -- the formatting macros, in this + instance, detect that it is a \bibstring and treat + it accordingly. This functionality isn't widespread, + so you shouldn't always count on it being present + elsewhere.} +} + +@InBook{phibbs:diary, + author = {Phibbs, Brendan}, + title = {Herrlisheim}, + subtitle = {Diary of a Battle}, + booktitle = {The Other Side of Time}, + booksubtitle = {A Combat Surgeon in World War II\@}, + pages = {117--63}, + publisher = {Little, Brown}, + year = 1987, + address = {Boston}, + annote = {A named part of a larger book, hence we use the + InBook entry type. You can provide either a page + range in a pages field or a chapter number in a + chapter field.} +} + +@Book{pirumova, + author = {Pirumova, N.~M.}, + title = {The Zemstvo Liberal Movement}, + subtitle = {Its Social Roots and Evolution to the Beginning of + the Twentieth Century}, + publisher = {Izdatel'stvo \mkbibquote{Nauka}}, + year = 1977, + language = {russian}, + location = {Moscow}, + annote = {A Book entry presenting a Russian work, but giving + the English translation of the title rather than the + original, making it easier for a readership assumed + to be without Russian to parse. In such a case, the + language of the original goes in the language + field. Also note the quotation marks around part of + the publisher's name, with biblatex providing the + punctuation.} +} + +@BookInBook{plato:republic:gr, + title = {Republic}, + entrysubtype = {classical}, + year = 1902, + volume = 4, + author = {Plato}, + editor = {Burnet, J.}, + booktitle = {Clitophon, Republic, Timaeus, Critias}, + maintitle = {Opera}, + publisher = {Clarendon Press}, + series = {Oxford Classical Texts}, + pages = {327--621}, + location = {Oxford}, + annote = {A work from antiquity, which will be cited by the + traditional divisions, and which therefore requires + the "classical" entrysubtype. The title of such a + work being italicized, it needs a BookInBook entry, + and it has all three sorts of title, plus a series + to boot.} +} + +@SuppBook{polakow:afterw, + author = {Polakow, Valerie}, + title = {Lives on the Edge}, + subtitle = {Single Mothers and Their Children in the Other + America}, + afterword = {yes}, + year = 1993, + publisher = uchp, + location = {Chicago}, + annote = {A standard example of a SuppBook entry, specifically + citing an afterword written by the main author of + the book. Note that you need only put something in + the afterword field (and not define a foreword or + introduction field) to make the reference work.} +} + +@Online{powell:email, + author = {Powell, John}, + date = {1998-04-23}, + titleaddon = {e-mail to Grapevine mailing list}, + url = {http://www.electriceditors.net/grapevine/issues/83.txt}, + shorttitle = {\autocap{e}-mail to Grapevine mailing list}, + annote = {An Online entry without a specific title, hence with + no title field, only a titleaddon. Note the initial + lowercase letter in the titleaddon, and the + \autocap macro in shorttitle, because the Online + type doesn't automate this for you in title or + shorttitle. Note also the absence of any + organization or owner of the site as whole.} +} + +@Collection{prairie:state, + booktitle = {Prairie State}, + title = {Prairie State}, + booksubtitle = {Impressions of Illinois, 1673--1967, by Travelers + and Other Observers}, + subtitle = {Impressions of Illinois, 1673--1967, by Travelers + and Other Observers}, + year = 1968, + editor = {Angle, Paul~M.}, + publisher = uchp, + location = {Chicago}, + annote = {A Collection entry, the one that has been + cross-referenced by three other entries in this + bibliography. Note the usual duplication of title + and booktitle in a parent entry when the children + use crossref, and note the editor instead of an + author. If more than one child cross-references the + parent, the parent will be printed in the + bibliography even if not independently cited.} +} + +@SuppBook{prose:intro, + author = {Prose, Francine}, + bookauthor = {Wallraff, Barbara}, + title = {Word Court}, + subtitle = {Wherein Verbal Virtue is Rewarded, Crimes against + the Language Are Punished, and Poetic Justice Is + Done}, + year = 2000, + type = {introduction to}, + location = {New York}, + publisher = {Harcourt}, + annote = {A SuppBook entry where an author provides an + introduction to someone else's book. That + someone else goes in bookauthor. Instead of the + mechanism using a defined introduction field, here I + use the alternative of putting the type of + supplemental material in the type field, with the + appropriate preposition, and starting with a + lowercase letter. Note that this method isn't + portable across languages, but it may help you to + identify the less common types of supplements.} +} + +@Review{ratliff:review, + author = {Ratliff, Ben}, + title = {\bibstring{reviewof} \mkbibemph{The Mystery of + Samba: Popular Music and National Identity in + Brazil}, \bibstring{by} Hermano Vianna, + \parteditandtrans John Charles Chasteen}, + journaltitle = {Lingua Franca}, + date = {1999-04}, + volume = 9, + pages = {B13--B14}, + shorttitle = {\bibstring{reviewof} \mkbibemph{The Mystery of + Samba}}, + annote = {A Review entry, this time from a scholarly + journaltitle, hence no entrysubtype needed. Note + the bibstrings in title and shorttitle -- you could + also start them with lowercase letters -- and the + formatting in both fields of the title of the book + reviewed. Most especially note the use of + \parteditandtrans, which allows the editor and + translator of the reviewed book to be identified by + the correct strings in notes and bibliography.} +} + +@Article{reaves:rosen, + journaltitle = {Time}, + entrysubtype = {magazine}, + author = {Reaves, Jessica}, + date = {2001-03-14}, + title = {A Weighty Issue}, + subtitle = {Ever-Fatter Kids}, + titleaddon = {interview with James Rosen}, + url = {http://www.time.com/time/nation/article/0,8599,102443,00.html}, + annote = {A magazine interview with its own, specific title, + therefore requiring an Article entry with "magazine" + entrysubtype. The generic title goes in titleaddon, + with a lowercase letter at the start. The author of + this article is different from the interviewee, + which suggests a certain flexibility in the Manual's + requirements for such things. The url field gives + the online location.} +} + +@Book{rodman:walk, + title = {Walk on the Wild Side}, + publisher = {Delacorte Press}, + year = 1997, + author = {Rodman, Dennis}, + note = {with Michael Silver}, + location = {New York}, + annote = {A Book entry with a named ghostwriter, given in the + note field.} +} + +@MastersThesis{ross:thesis, + author = {Ross, Dorothy}, + title = {The Irish-Catholic Immigrant, 1880--1900}, + subtitle = {A Study in Social Mobility}, + school = {Columbia University}, + year = {\bibstring{nodate}}, + annote = {A Thesis entry with its type pre-defined by the + alias MastersThesis. The nodate bibstring (which + gives n.d. in English) may be used in almost any + entry type if you can't find a date.} +} + +@Article{rozner:liberation, + journaltitle = {Voprosy istorii}, + entrysubtype = {magazine}, + year = 1979, + author = {Rozner, I.~G.}, + title = {The War of Liberation of the Ukrainian People in + 1648--1654 and Russia}, + number = 4, + language = {russian}, + pages = {51--64}, + shorttitle = {War of Liberation}, + annote = {This is a Russian journal, with its issues defined + not by volume number but by year, hence for the + purposes of biblatex-chicago-df it's an Article with + a "magazine" entrysubtype. The journaltitle is in + transliterated Russian, but the article title is + translated into English, hence the original language + must be provided in the language field.} +} + +@Book{schellinger:novel, + title = {Encyclopedia of the Novel}, + publisher = {Fitzroy Dearborn}, + year = 1998, + editor = {Schellinger, Paul and Hudson, Christopher and + Rijsberman, Marijk}, + location = {Chicago}, + annote = {As this isn't one of the universally-known reference + works, its entry will have (in the absence of an + author) the editors at its head, hence the choice of + Book rather than Reference.} +} + +@Book{schweitzer:bach, + title = {J. S. Bach}, + year = 1966, + origdate = 1911, + author = {Schweitzer, Albert}, + translator = {Newman, Ernest}, + publisher = {Dover}, + pubstate = {reprint}, + location = {New York}, + annote = {A reprinted Book, hence the string "reprint" in the + pubstate field, and the original date of publication + in the origdate field.} +} + +@Book{sechzer:women, + title = {Women and Mental Health}, + publisher = {Johns Hopkins University Press}, + year = 1996, + editor = {Sechzer, Jeri A. and Pfaffilin, S.~M. and Denmark, + F.~L. and Griffin, A. and Blumenthal, S.~J.}, + location = {Baltimore}, + annote = {A Book without an author, but with more than 3 + editors, hence the "et al." mechanism comes into + play in notes, though not in the bibliography.} +} + +@Book{sereny:cries, + title = {Cries Unheard}, + subtitle = {Why Children Kill; The Story of Mary Bell}, + year = 1999, + author = {Sereny, Gitta}, + publisher = {Metropolitan Books and Henry Holt}, + location = {New York}, + annote = {A Book with two subtitles, the second separated by a + semicolon, according to the spec.} +} + +@Article{sewall:letter, + author = {Sewall, Jonathan}, + title = {Letter of Jonathan Sewall}, + journaltitle = {Proceedings of the Massachusetts Historical Society}, + shortauthor = {\isdot}, + date = {1896-01}, + volume = 10, + pages = {412--15}, + series = 2, + annote = {A letter presented as an article in a scholarly + journal, hence the Article entry. You could use the + \headlessfullcite command for the first citation to + suppress the repetition of the author's name, and + the \isdot macro in the shorttitle field does the + same in the short note form. Note plain number in + series field of an Article entry.} +} + +@Book{silver:gawain, + title = {Sir Gawain and the Green Knight}, + publisher = uchp, + year = 1974, + translator = {Silverstein, Theodore}, + location = {Chicago}, + annote = {Here, neither author nor editor are available, so + the Book entry will start with the translator.} +} + +@InCollection{sirosh:visualcortex, + author = {Sirosh, J. and Miikkulainen, R. and Bednar, J.~A.}, + title = {Self-Organization of Orientation Maps, Lateral + Connections, and Dynamic Receptive Fields in the + Primary Visual Cortex}, + booktitle = {Lateral Interactions in the Cortex}, + booksubtitle = {Structure and Function}, + publisher = {UTCS Neural Networks Research Group}, + year = 1996, + editor = {Sirosh, J. and Miikkulainen, R. and Choe, Y.}, + url = {http://www.cs.utexas.edu/users/nn/web-pubs/htmlbook96/}, + urldate = {2001-08-27}, + location = {Austin, TX}, + shorttitle = {Self-Organization}, + annote = {Part of a collection with its own title, hence + requiring an InCollection entry.} +} + +@Book{soltes:georgia, + title = {Georgia}, + subtitle = {Art and Civilization through the Ages}, + publisher = {Philip Wilson}, + year = 1999, + editor = {Soltes, Ori Z.}, + location = {London}, + annote = {A Book entry without an author, hence with the + editor at the head of citations.} +} + +@Misc{spock:interview, + author = {Spock, Benjamin}, + entrysubtype = {letter}, + title = {interview by Milton J. E. Senn}, + date = {1974-11-20}, + note = {interview 67A, transcript}, + organization = {Senn Oral History Collection}, + institution = {National Library of Medicine}, + location = {Bethesda, MD}, + shorttitle = {interview}, + annote = {An unpublished interview from an archive, hence + requiring the Misc entry type with an + entrysubtype. The interview is dated, but is not + letter-like, so you put the date in the date field. + The interviewee is the author, and the title, with + its initial lowercase letter, names the interviewer. + This Misc entry has all 4 locating fields in + increasing generality: note, organization, + institution, and location. The first of these also + starts with a lowercase letter, as does the + shorttitle.} +} + +@Article{stenger:privacy, + journaltitle = {CNN.com}, + entrysubtype = {magazine}, + date = {1999-12-20}, + author = {Stenger, Richard}, + title = {Tiny Human-Borne Monitoring Device Sparks Privacy Fears}, + url = {http://www.cnn.com/1999/TECH/ptech/12/20/implant.device/}, + shorttitle = {Tiny Human-Borne Monitoring Device}, + annote = {This is an intrinsically-online source, but is + structured like a newspaper, so we use the Article + entry type and "magazine" entrysubtype. The Manual + is specific about this, and it limits the range of + things you might put into an Online entry.} +} + +@Book{tillich:system, + title = {Systematic Theology}, + date = {1951/63}, + author = {Tillich, Paul}, + publisher = uchp, + volumes = 3, + location = {Chicago}, + annote = {A Book entry with 3 volumes published over time. + Any postnote fields in citation commands should + provide volume and page, like so: "2:157".} +} + +@InReference{times:guide, + title = {The Times Guide to English Style and Usage}, + edition = {\bibstring{revisededition}}, + lista = {police ranks and postal addresses}, + keywords = {original}, + namec = {Austin, Tim}, + year = 1999, + publisher = {Times Books}, + location = {London}, + annote = {An InReference entry, citing (lista) two different + alphabetized articles in a standard style guide, the + names of the two separated by "and." The keywords + field prevents the entry appearing in the + bibliography, though do note that here quite a bit + more information is presented than in the + ency:britannica entry above. The edition field + contains a bibstring, or you could simply start it + with a lowercase letter and give the abbreviation + (rev. ed. in English) yourself. The subsequent short + note uses a plain postnote field to refer to one of + the articles.} +} + +@Review{unsigned:ranke, + journaltitle = {Ergänzungsblätter zur Allgemeinen Literatur-Zeitung}, + entrysubtype = {magazine}, + sortkey = {Unsigned review}, + date = {1828-02}, + author = {\isdot}, + title = {unsigned \bibstring{reviewof} \mkbibemph{Geschichten + der romanischen und germanischen Völker}, + \bibstring{by} Leopold von Ranke}, + number = {23--24}, + shorttitle = {unsigned \bibstring{reviewof} von Ranke}, + annote = {A rather unusual Review entry (entrysubtype + "magazine"), without an author. The \isdot macro + keeps the journaltitle from appearing first, but + sortkey has to be used so that the bibliography + entry isn't alphabetized under \isdot. Note the + lowercase letters beginning both title and + shorttitle. The \isdot macro in the author field + also means that short notes will begin with the + title. The number field refers to the consecutive + numbers of the magazine in which the review + appeared, and the style automatically provides the + correct (plural) bibstring.} +} + +@Book{virginia:plantation, + title = {A True and Sincere Declaration of the Purpose and + Ends of the Plantation Begun in Virginia, of the + Degrees Which It Hath Received, and Means by Which + It Hath Been Advanced}, + shorttitle = {True and Sincere Declaration}, + year = 1610, + sortkey = {True and Sincere}, + annote = {A Book entry showing how few fields are really + necessary for a complete entry. You need the + sortkey because of the indefinite article at the + start of the title, as it seems preferable to + alphabetize it under True rather than A.} +} + +@Review{wallraff:word, + journaltitle = {Atlantic Monthly}, + entrysubtype = {magazine}, + date = {2000-04}, + author = {Wallraff, Barbara}, + title = {Word Court}, + shorttitle = {Word Court, April 2000}, + annote = {A regular column in a magazine, without an + individual title, hence the use of the Review entry + type, entrysubtype "magazine." The shorttitle is + rather complete here, just in case you refer to + another "Word Court" column from another date. An + alternative would be to use \printdate in the + postnote field of a citation.} +} + +@Article{warr:ellison, + author = {Warr, Mark and Ellison, Christopher~G.}, + title = {Rethinking Social Reactions to Crime}, + subtitle = {Personal and Altruistic Fear in Family Households}, + journaltitle = {American Journal of Sociology}, + date = {2000-11}, + volume = 106, + number = 3, + pages = {551--78}, + url = {http://www.journals.uchicago.edu/AJS/journal/issues/v106n3/050125/050125.html}, + annote = {An Article with an online version.} +} + +@Book{wauchope:ceramics, + title = {A Tentative Sequence of Pre-Classic Ceramics in + Middle America}, + year = 1950, + author = {Wauchope, Robert}, + publisher = {Tulane University}, + series = {Middle American Research Records}, + number = {\bibstring{volume} 1, \bibstring{number} 14}, + location = {New Orleans, LA}, + shorttitle = {Tentative Sequence of Pre-Classic Ceramics}, + annote = {A Book with a series and number. The name of the + series alone goes in series, the rest in number.} +} + +@Book{weresz, + author = {Wereszycki, Henryk}, + title = {Koniec sojuszu trzech cesarzy}, + usere = {The end of the Three Emperors' League}, + publisher = {PWN}, + year = 1977, + location = {Warsaw}, + shorttitle = {The End of the Three Emperors' League}, + annote = {A Book in Polish, with the title given in Polish + (though lacking diacritics) and with a translation + provided for us. The translation, in the usere + field, is capitalized sentence style.} +} + +@Article{white:callimachus, + author = {White, Stephen~A.}, + title = {Callimachus Battiades (\mkbibemph{Epigr.} 35)}, + journaltitle = {Classical Philology}, + volume = 94, + date = {1999-04}, + pages = {168--81}, + annote = {A standard Article entry with a formatted title + quoted in the title field.} +} + +@Letter{white:ross:memo, + author = {White, E.~B.}, + title = {EBW to Harold Ross}, + titleaddon = {memorandum}, + keywords = {original}, + xref = {white:total}, + pages = 273, + origdate = {1946-05-02}, + shorthand = {EBWMemo}, + shorttitle = {to Ross}, + annote = {This and the next two entries demonstrate how to use + cross-references in Letter entries. When more than + one letter is cited, the published collection of + letters alone will be printed in the bibliography, + so we use the keywords field to stop this entry from + appearing there. Since Chicago's mechanism for + shortened cross-references is operative in Letter + entries using crossref or xref (as in InCollection + and InProceedings entries), the first long citation + to any letter in the collection will present the + parent's full data, whereas subsequent long + citations will abbreviate it. Note the usual Letter + form of the title and shorttitle, the letter's date + in origdate, and the descriptive term "memorandum" + in the titleaddon, with its initial lowercase + letter. I've also provided a shorthand field just to + give a glimpse of how it looks.} +} + +@Letter{white:russ, + author = {White, E.~B.}, + title = {EBW to B.~Russell}, + keywords = {original}, + xref = {white:total}, + pages = 283, + origdate = {1947-07-02}, + shorttitle = {to Russell}, + annote = {This is a spurious entry I've just made up to show + the cross-referencing mechanism at work in Letter + entries. The long note form of this comes after + that citing white:ross:memo, so it will be + abbreviated by comparison. The usual Letter title, + shorttitle, and origdate are present, and the + keywords field will keep it from being printed in + the bibliography.} +} + +@Book{white:total, + title = {Letters of E.~B. White}, + year = 1976, + author = {White, E.~B.}, + shortauthor = {\isdot}, + editor = {Guth, Dorothy Lobrano}, + publisher = {Harper \&\ Row}, + location = {New York}, + annote = {The parent entry of the two preceding child entries. + Note that it is a Book entry, and will appear in the + bibliography if more than one child references it, + even though it isn't cited itself. The \isdot macro + in shortauthor avoids repetition of the name that is + already in the title field, both in short notes and + also in the shortened form of the cross-reference in + the second child's long note.} +} + +@InReference{wikiped:bibtex, + title = {Wikipedia}, + lista = {BibTeX}, + keywords = {original}, + url = {http://en.wikipedia.org/wiki/BibTeX}, + urldate = {2008-06-24}, + annote = {An online InReference entry. You must have the + urldate field, as such sources change rather + rapidly. It will not be printed in the + bibliography.} +} + +@InBook{will:cohere, + author = {Williams, Joseph~M. and Colomb, Gregory~C.}, + title = {Coherence II\@}, + booktitle = {Style}, + booksubtitle = {Toward Clarity and Grace}, + bookauthor = {Williams, Joseph~M.}, + pages = {81--95}, + publisher = uchp, + year = 1990, + location = {Chicago}, + annote = {A chapter in a book that has a different authorship + from the book as a whole. In such a case, you can + use an InBook entry, with the author(s) of the + chapter in the author field, and the author(s) of + the whole book in the bookauthor field.} +} + +@Collection{zukowsky:chicago, + title = {Chicago Architecture, 1872--1922}, + subtitle = {Birth of a Metropolis}, + year = 1987, + editor = {Zukowsky, John}, + publisher = {Prestel-Verlag in association with the Art Institute + of Chicago}, + location = {Munich}, + annote = {A standard Collection entry, with an editor instead + of an author. Note extra information in publisher + field.} +} + |