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authorKarl Berry <karl@freefriends.org>2012-07-11 23:30:43 +0000
committerKarl Berry <karl@freefriends.org>2012-07-11 23:30:43 +0000
commit562ae685591240b0ea768aa3de044339bcaee64e (patch)
treefe67bf362ccf70a9434b3a4ed2760af84eaa42ab /Master/texmf-dist/doc
parent6d1e02f252c44d2e43c13d9d0608e628812a8a90 (diff)
biblatex-chicago 16th (6jul12)
git-svn-id: svn://tug.org/texlive/trunk@27002 c570f23f-e606-0410-a88d-b1316a301751
Diffstat (limited to 'Master/texmf-dist/doc')
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/README115
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE373
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdfbin720602 -> 816508 bytes
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex5583
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago15.pdfbin0 -> 744643 bytes
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago15.tex9326
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.pdfbin411458 -> 430373 bytes
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.tex242
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.pdfbin307977 -> 314667 bytes
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.tex278
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/cms15-dates-sample.pdfbin0 -> 414987 bytes
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/cms15-dates-sample.tex454
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/cms15-notes-sample.pdfbin0 -> 308924 bytes
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/cms15-notes-sample.tex254
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/dates-test.bib1360
-rw-r--r--Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib691
16 files changed, 15862 insertions, 2814 deletions
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/README b/Master/texmf-dist/doc/latex/biblatex-chicago/README
index 77c5c2354af..c964fb09b9e 100644
--- a/Master/texmf-dist/doc/latex/biblatex-chicago/README
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/README
@@ -1,41 +1,58 @@
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 -- 1.7 is
-current. If you have used the package before, 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. Most particularly please note that Biber 0.9.6 is now required
-for the author-date style, and indeed for the notes & bibliography
-style if you choose to use Biber with it.
+is intended for use only with version 1.7 of biblatex, and hasn't been
+tested with version 2.0, now in beta. It contains, for the first
+time, both the 15th- and 16th-edition Chicago style files. If you
+have used the package before, 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. Most
+particularly please note that Biber 0.9.8 or 0.9.9 is now required for
+the author-date style, and indeed for the notes & bibliography style
+if you choose to use Biber with it.
-README (version 0.9.8d, 2011-11-15):
+README (version 0.9.9, 2012-07-05):
-Biblatex-chicago contains two biblatex styles implementing the
-specifications of the Chicago Manual of Style, 15th edition. (If you
-are interested in adopting the changes introduced in the 16th edition,
-published last fall, then please note that the next release of
-biblatex-chicago will provide what you need.) The "notes &
-bibliography" style was formerly available in the package
-biblatex-chicago-notes-df, and is intended primarily for writers in
-the humanities, whereas the "author-date" style is generally favored
-by writers in the sciences and social sciences.
+Biblatex-chicago contains four biblatex styles implementing the
+specifications of the Chicago Manual of Style in both its 15th and
+16th editions. The "notes & bibliography" style was formerly
+available in the package biblatex-chicago-notes-df, and is intended
+primarily for writers in the humanities. I would encourage all users
+of the 15th edition style to upgrade to the 16th: it contains many new
+features, and the changes involved, being largely incremental,
+generally won't require major alterations to your .bib files. The
+"author-date" style, generally favored by writers in the sciences and
+social sciences, presents a somewhat different case. The 16th edition
+of the Manual has brought the presentation of sources in this style
+much more into line with the notes & bibliography specification,
+especially regarding the formatting of titles. If you still require
+titles to be capitalized sentence style, and article titles, for
+example, not to be enclosed in quotation marks, then you may wish to
+continue using the 15th-edition files until I have provided, in the
+next release, these features as an option to the 16th-edition style.
+Other users should upgrade to the most recent specification. To
+continue using the 15th-edition files, you'll need to specify
+"notes15" or "authordate15" in the options when loading
+biblatex-chicago.
This is a beta release, but its feature set is already fairly
extensive. If you have used the package before 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.
+biblatex-chicago.pdf (and/or biblatex-chicago15.pdf), which contain
+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 those
+same pdf files, which contain both a Quickstart section and a complete
+reference guide to both notes & bibliography and author-date 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, cms15-notes-sample.tex, cms15-dates-sample.tex)
+or my system (cms-notes-sample.pdf, cms-dates-sample.pdf,
+cms15-notes-sample.pdf, cms15-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
@@ -44,7 +61,7 @@ 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
+know, or better yet, send a patch. As the 16th edition styles are
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
@@ -57,19 +74,20 @@ biblatex-chicago.pdf.
Installation:
-With the recent proliferation of files, I have thought it best to
-implement, with this release, a different directory structure for the
-package archive. I have adopted the structure found in biblatex.zip,
-so if you want to place these files in your TeX directory tree instead
-of in your working directory, I recommend the following, which should
-be familiar from the main biblatex package:
+With the recent proliferation of files, I have adopted the directory
+structure found in biblatex.zip, so if you want to place these files
+in your TeX directory tree instead of in your working directory, I
+recommend the following, which should be familiar from the main
+biblatex package:
- - The nine files biblatex-chicago.sty, chicago-notes.cbx,
+ - The thirteen 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 are located in the latex/ subdirectory, itself
- further subdivided into bbx/, cbx/, and lbx/. The entire contents
- of this latex/ directory, including its subdirectories, can go in
+ chicago-notes15.cbx, chicago-notes15.bbx, chicago-authordate15.cbx,
+ chicago-authordate15.bbx, cms-american.lbx, cms-french.lbx,
+ cms-german.lbx, and cms-ngerman.lbx are located in the latex/
+ subdirectory, itself further subdivided into bbx/, cbx/, and lbx/.
+ The entire contents of this latex/ directory, including its
+ subdirectories, 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,
@@ -78,19 +96,22 @@ be familiar from the main biblatex package:
remember to update your TeX file name database so that TeX can find
them.
- - The eight files biblatex-chicago.tex, biblatex-chicago.pdf,
+ - The fourteen files biblatex-chicago.tex, biblatex-chicago.pdf,
+ biblatex-chicago15.tex, biblatex-chicago15.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 all be
- found in the doc/ directory in the package archive, the last 6 in
- the examples/ subdirectory. You can place all of this in
+ cms-dates.sample.pdf, cms15-notes-sample.tex,
+ cms15-dates-sample.tex, cms15-notes-sample.pdf,
+ cms15-dates.sample.pdf, notes-test.bib, and dates-test.bib can all
+ be found in the doc/ directory in the package archive, the last 10
+ in the examples/ subdirectory. You can place all of this in
<TEXMFLOCAL>/doc/latex/biblatex-contrib/biblatex-chicago.
Changelog: See the RELEASE file, and also the end of
-biblatex-chicago.pdf.
+biblatex-chicago.pdf (or biblatex-chicago15.pdf).
-Copyright (c) 2008-2011 David Fussner. This package is
+Copyright (c) 2008-2012 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
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE b/Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE
index 57a0235ddeb..353550ed501 100644
--- a/Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/RELEASE
@@ -1,3 +1,376 @@
+Release notes for version 0.9.9 [2012-07-05]:
+
+This release contains, for the first time, the style files for the
+16th edition of the Chicago Manual of Style. If you wish to begin
+using the newest specification, then there are some changes you'll
+have to make to your .bib files, which I summarize here. First, I
+consider the notes & bibliography style, then author-date. After
+that, you can find a listing of more general changes to the package,
+followed by the changes I've made to the 15th-edition styles.
+
+Notes & Bibliography:
+
+ - The specification for Music entries has been significantly altered
+ for the new edition. You no longer need to worry about the
+ \textcircledP and \textcopyright signs in the "howpublished" field,
+ which will be silently ignored, and the "pubstate" field now
+ reverts to its usual function of identifying reprints or, in this
+ case, reissues. The spec really only requires a record label
+ ("series") and catalog number ("number"), though "publisher" is
+ still available if you need it. There is a new emphasis, finally,
+ on the dating of musical recordings, so that the "eventdate" gives
+ the recording date of a particular song or other portion of a
+ recording, the "origdate" the recording date of an entire album,
+ and the "date" the publishing date of that album. Please see the
+ full documentation in biblatex.pdf.
+
+ - The specification for Video entries has also been clarified. For
+ television series, the episode and series numbers go in
+ "booktitleaddon" instead of "titleaddon" and, as with Music
+ entries, the "eventdate" will hold the original broadcast date of
+ such an episode, or perhaps the recording/performance date of,
+ e.g., an opera on DVD. The "origdate" will still hold the original
+ release date of a film, and the "date" the publishing or copyright
+ date of the medium you are referencing. Please see the full
+ documentation in biblatex.pdf.
+
+ - You should add CustomC entries to provide bibliographical
+ cross-references from multiple pseudonyms back to the author's
+ name.
+
+ - In SuppBook entries, the Manual now requires you to provide the
+ page range (in the "pages" field) for the specific part you are
+ citing, e.g., an introduction, foreword, or afterword.
+
+ - In Patent entries, the Manual now prefers sentence-style
+ capitalization for titles, which you'll need to provide yourself by
+ hand.
+
+ - When a descriptive phrase is used as an "author," you can now omit
+ an initial definite or indefinite article, which will help with
+ alphabetization in the bibliography.
+
+ - A DOI is now preferred to a URL, if both are available.
+
+ - On the same subject, a revision date (or similar) is preferred to
+ an access date for online material. You can use the new "userd"
+ field to change the string introducing the "urldate," which
+ defaults to being an access date.
+
+ - Special imprints are now separated from their parent press by a
+ forward slash rather than a comma, so can just be added to the
+ "publisher" field with the usual keyword "and".
+
+ - I have implemented a reasonable, less-flexible facsimile of the
+ Biber-only command \DeclareLabelname which should work for those
+ using any backend. It allows biblatex to find a name for short
+ notes outside the standard name fields, including, notably, in the
+ "name[a-c]" fields. This should reduce the instances where you
+ need a "shortauthor" field to provide such a name.
+
+ - The Chicago-specific setting of another Biber-only command,
+ \DeclareSortingScheme=cms, allows non-standard fields to be
+ considered by biblatex's sorting algorithms, which should reduce
+ the instances where you need a "sortkey" or the like in your
+ entries. If you aren't using Biber, the package reverts to the
+ standard "nty" sorting scheme.
+
+Author-Date:
+
+ - All title fields now follow the rules for the notes & bibliography
+ style as far as punctuation, formatting, and capitalization are
+ concerned. Biblatex-chicago-authordate will deal with most of this
+ automatically, but if you have any hand formatting of lowercase
+ letters within curly braces in your .bib file, you will need to
+ restore the headline-style capitalization there. Also, you'll need
+ to be more careful when you provide quotation marks inside titles,
+ remembering to use \mkbibquote so that punctuation can be brought
+ inside nested quotation marks. These revisions will apply
+ particularly to "title," "booktitle," and "maintitle" fields.
+
+ - The one exception to these rules is in Patent entries, where
+ sentence-style capitalization of the "title" is now specified.
+ You'll have to provide this by hand yourself, as in the notes &
+ bibliography style.
+
+ - Because of these changes to title formatting, you'll need to
+ observe the difference between Article and Review entries, where
+ the latter contain generic, "Review of ..." titles and the former
+ standard, specific titles.
+
+ - The presentation of "shorthand" fields has changed. You no longer
+ need to use the CustomC entry type to include cross-references from
+ shorthands to expansions in the list of references. Now, simply
+ using a "shorthand" field in an entry places that "shorthand" in
+ citations and at the head of the entry in the list of references,
+ where it will be followed by its expansion within parentheses. The
+ new system will require help with sorting in the reference list --
+ placing the "shorthand" also in a "sortkey" should do the trick.
+
+ - On the subject of CustomC entries, the Manual now recommends using
+ cross-references in several contexts, particularly when a single
+ author uses more than one pseudonym. Adding CustomC entries makes
+ this happen.
+
+ - There have been significant changes when presenting book-like
+ entries with more than one date. If you are using the "cmsdate=on"
+ option, or indeed simply placing the earlier date in the "date"
+ field and the later one in "origdate," the presentation will be the
+ same as before, but you should understand that the Manual no longer
+ recommends this "origdate"-only style. It prefers, instead, to
+ present either the "date" alone or both dates in citations and at
+ the head of reference list entries. When presenting both dates,
+ there is now no longer a choice between the "old" and "new" options
+ for "cmsdate," but only the "both" option. If you have "old" or
+ "new" in your .bib files, they will be treated as synonyms of
+ "both".
+
+ - The specification for Music entries has been significantly altered
+ for the new edition. You no longer need to worry about the
+ \textcircledP and \textcopyright signs in the "howpublished" field,
+ which will be silently ignored, and the "pubstate" field reverts to
+ its more usual function of identifying reprints or, in this case,
+ reissues. The spec really only requires a record label ("series")
+ and catalog number ("number"), though "publisher" is still
+ available if you need it. There is a new emphasis, finally, on the
+ dating of musical recordings, which means that such entries will
+ fit better with the author-date style. It also means that I have
+ had to redefine the various date fields. The "eventdate" gives the
+ recording date of a particular song or other portion of a
+ recording, the "origdate" the recording date of an entire album,
+ and the "date" the publishing date of that album. The earlier date
+ is the one that will appear in citations and at the head of
+ reference list entries. Please see the full documentation in
+ biblatex-chicago.pdf.
+
+ - The specification for Video entries has also been clarified. For
+ television series, the episode and series numbers go in
+ "booktitleaddon" instead of "titleaddon" and, as with Music
+ entries, the "eventdate" will hold the original broadcast date of
+ such an episode, or perhaps the recording/performance date of,
+ e.g., an opera on DVD. The "origdate" will still hold the original
+ release date of a film, and the "date" the publishing or copyright
+ date of the medium you are referencing. The earlier date, once
+ again, is the one that will appear in citations and at the head of
+ reference list entries. Please see the full documentation in
+ biblatex-chicago.pdf.
+
+ - In SuppBook entries, the Manual now requires you to provide the
+ page range (in the "pages" field) for the specific part you are
+ citing, e.g., an introduction, foreword, or afterword.
+
+ - The author-date style now prefers longer bibstrings in the list of
+ references, bringing it into line with the notes & bibliography
+ style. Generally, the package will take care of this for you, but
+ if you've been using abbreviated strings in "note" fields, for
+ example, you may want to change them so that they conform with the
+ strings the package provides. In some circumstances the \partedit
+ macro, and its relatives, may help.
+
+ - When a descriptive phrase is used as an "author," you can now omit
+ an initial definite or indefinite article, which will help with
+ alphabetization in the bibliography.
+
+ - A DOI is now preferred to a URL, if both are available.
+
+ - On the same subject, a revision date (or similar) is preferred to
+ an access date for online material. You can use the new "userd"
+ field to change the string introducing the "urldate," which
+ defaults to being an access date.
+
+ - Special imprints are now separated from their parent press by a
+ forward slash rather than a comma, so can just be added to the
+ "publisher" field with the usual keyword "and".
+
+ - The 16th edition of the Manual is less than enthusiastic about the
+ use of "Anon." as the "author," preferring instead that the "title"
+ or the "journaltitle" take its place. If you do decide to get rid
+ of "Anon.," new facilities provided by Biber -- see next entry --
+ should mean that biblatex no longer requires assistance when
+ alphabetizing such author-less entries.
+
+ - The Chicago-specific setting of the Biber-only command,
+ \DeclareSortingScheme=cms, allows non-standard fields to be
+ considered by biblatex's sorting algorithms, which should reduce
+ the instances where you need a "sortkey" or the like in your
+ entries.
+
+ - The Chicago-specific setting of the Biber-only command
+ \DeclareLabelname allows biblatex to find a name ("label") for
+ citations outside the standard name fields, including, notably, in
+ the "name[a-c]" fields. This should reduce the instances where you
+ need a "shortauthor" field to provide such a name.
+
+Other New Features:
+
+ - For reprinted books, you can now present more detailed publishing
+ information about the original edition using the new "origlocation"
+ and "origpublisher" fields. You can also use the "origlocation" in
+ Letter or Misc (with "entrysubtype") entries to identify where a
+ published or unpublished letter was written. These uses apply to
+ both Chicago styles.
+
+ - Thanks to a patch sent by Kazuo Teramoto, you can now take
+ advantage of biblatex's facilities for citing "eprint" resources.
+ There is also a new "eprint" option, set to "true" by default,
+ which controls the printing of this field in both Chicago styles.
+ You can set the option both in the preamble and in the "options"
+ field of individual entries. The field will always print in Online
+ entries.
+
+ - I have added a new citation command, \citejournal, to the notes &
+ bibliography style to allow you to present journal articles using
+ an alternative short note form, which may be a clearer form of
+ reference in certain circumstances. Such short notes will present
+ the name of the "author," the "journaltitle," and the "volume"
+ information.
+
+ - I have included a very slightly modified version of the standard
+ biblatex \citeauthor command, which may be useful for references to
+ works from classical antiquity.
+
+ - I have added a new "cmsdate=full" switch to the author-date style,
+ which only affects citations in the text, and means that a full
+ date specification will appear there, rather than just the year.
+ If you follow the Manual's recommendations concerning newspaper and
+ magazine articles only appearing in running text and not in the
+ reference list, this option will help.
+
+ - I have added a new "avdate" option to the author-date style, set to
+ "true" by default in biblatex-chicago.sty. This changes the
+ default setting of \DeclareLabelyear in Music, Review, and Video
+ entries to take account of specialized instructions in the Manual
+ for finding dates to appear in citations and at the head of
+ reference list entries. Setting "avdate=false" in the options when
+ you load biblatex-chicago restores the default settings for all
+ entry types.
+
+ - The Manual has added recommendations for citing blogs, which
+ generally will need an Article entry with "magazine"
+ "entrysubtype." You can identify a blog as such by placing "blog"
+ in the "location" field. If you want to cite a comment to a blog
+ or to other online material, the Review entry type, "entrysubtype"
+ "magazine" will serve. The "eventdate" dates the comment, and any
+ timestamp that is required can go in "nameaddon." These
+ instructions work in both styles.
+
+ - Photographs are no longer presented differently from other sorts of
+ artworks so, in effect, in both styles, the Image type is now a
+ clone of Artwork, though retained for backward compatibility.
+
+ - Following a request by Kenneth Pearce, I have added new facilities
+ for presenting "shorthands" in both Chicago styles. In both, there
+ are two new "bibenvironments" which you can set using the "env"
+ option to the \printshorthands command: "losnotes" formats the list
+ of shorthands so that it can be presented in a footnote, while
+ "losendnotes" does the same for endnotes. In both styles, there is
+ a new preamble option, "shorthandfull", which prints the full
+ bibliographical information of each entry inside the list of
+ shorthands, allowing such a list effectively to replace a
+ bibliography or list of references. In the author-date style, you
+ need to set the "cmslos=false" option as well, in order for this to
+ work. In the notes & bibliography style, I have added a new
+ citation command, \shorthandcite, which prints the "shorthand" even
+ for the first citation of a given work.
+
+ - Following suggestions by Roger Hart, I have implemented three new
+ field-exclusion options in the notes & bibliography style. In all
+ three cases, the field in question will always appear in the
+ bibliography, but not in long notes, which may help to save space.
+ The fields at stake are "addendum," "note," and "series,"
+ controlled respectively by the new "addendum", "notefield", and
+ "bookseries" options. All of these are set to "true" using the new
+ "completenotes" option in chicago-notes.cbx, but you can change the
+ settings either in the preamble or in the "options" field of
+ individual entries. Please see the documentation of these options
+ in biblatex-chicago.pdf for details on which entry types are
+ excluded from their scope.
+
+ - Thanks to a coding suggestion from Gildas Hamel, I have redefined
+ the \bibnamedash in biblatex-chicago.sty, which should now by
+ default look a little better in a wider variety of fonts.
+
+ - At the request of Baldur Kristinsson, I have added
+ \DeclareLanguageMapping commands to biblatex-chicago.sty for all
+ the languages biblatex-chicago provides. If you load the style in
+ the standard way, you no longer need to provide these mappings
+ manually yourself.
+
+ - I have improved the date handling in both styles, particularly with
+ regard to date ranges.
+
+Changes to the 15th-edition styles:
+
+ - To continue using the 15th-edition styles, for whatever reason,
+ please remember to specify either "notes15" or "authordate15" when
+ loading biblatex-chicago in your preamble.
+
+ - For reprinted books, you can now present more detailed information
+ about the original edition using the new "origlocation" and
+ "origpublisher" fields. You can also use this field in Letter or
+ Misc (with "entrysubtype") entries to give the place where a
+ published or unpublished letter was written. These uses apply to
+ both styles.
+
+ - Thanks to a patch sent by Kazuo Teramoto, you can now take
+ advantage of biblatex's facilities for citing "eprint" resources,
+ but only in the author-date style. There is also a new "eprint"
+ option, set to "true" by default, which controls the printing of
+ this field. You can set the option both in the preamble and in the
+ "options" field of individual entries. The field will always print
+ in Online entries.
+
+ - I have added a new citation command, \citejournal, to the notes &
+ bibliography style to allow you to present journal articles using
+ an alternative short note form, which may be a clearer form of
+ reference in certain circumstances. Such short notes will present
+ the name of the "author," the "journaltitle," and the "volume"
+ information.
+
+ - I have included a very slightly modified version of the standard
+ biblatex \citeauthor command, which may be useful for references to
+ works from classical antiquity.
+
+ - I have added a new "cmsdate=full" switch to the author-date style,
+ which only affects citations in the text, and means that a full
+ date specification will appear there, rather than just the year.
+ If you follow the Manual's recommendations concerning newspaper and
+ magazine articles only appearing in running text and not in the
+ reference list, this option will help.
+
+ - I have provided a new option, "headline", which turns off the
+ automatic transformations that produce sentence-style
+ capitalization in the title fields of the author-date style. If
+ you set this option, the word case in your title fields will not be
+ changed in any way, that is, this doesn't automatically transform
+ your titles into headline-style, but rather allows the .bib file to
+ determine capitalization.
+
+ - Following a request by Kenneth Pearce, I have added new facilities
+ for presenting "shorthands" in the author-date style. There are
+ two new "bibenvironments" which you can set using the "env" option
+ to the \printshorthands command: "losnotes" formats the list of
+ shorthands so that it can be presented in a footnote, while
+ "losendnotes" does the same for endnotes. There is also a new
+ preamble option, "shorthandfull", which prints the full
+ bibliographical information of each entry inside the list of
+ shorthands, allowing such a list effectively to replace a list of
+ references. You need to set the "cmslos=false" option as well in
+ order for this to work.
+
+ - Thanks to a coding suggestion from Gildas Hamel, I have redefined
+ the \bibnamedash in biblatex-chicago.sty, which should now by
+ default look a little better in a wider variety of fonts.
+
+ - At the request of Baldur Kristinsson, I have added
+ \DeclareLanguageMapping commands to biblatex-chicago.sty for all
+ the languages biblatex-chicago provides. If you load the style in
+ the standard way, you no longer need to provide these mappings
+ manually yourself.
+
+ - I have improved the date handling in both styles, particularly with
+ regard to date ranges.
+
Release notes for version 0.9.8d [2011-11-15]:
- Some minor fixes to both styles for compatibility with biblatex
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdf b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdf
index 90c4af1e1ef..627a7a76963 100644
--- a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdf
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.pdf
Binary files differ
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex
index b5cbe1b1cf2..26cf64ae13d 100644
--- a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago.tex
@@ -1,7 +1,7 @@
%
% 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.
+% Chicago Manual of Style, 16th edition.
%
\documentclass[a4paper]{article}
\usepackage[T1]{fontenc}
@@ -56,7 +56,7 @@
Style files for biblatex
\vspace{.3\baselineskip}
-\sffamily\normalsize\bfseries David Fussner\qquad Version 0.9.8d (beta) \\
+\sffamily\normalsize\bfseries David Fussner\qquad Version 0.9.9 (beta) \\
\href{mailto:djf027@googlemail.com}{djf027@googlemail.com}\\ \today
\end{center}
@@ -73,20 +73,26 @@
\textbf{Please be advised that this package is beta software. Philipp
Lehman's \textsf{biblatex} package has now reached a stable state,
and is unlikely to require wholesale changes to styles written for
- it. With the recent release of the \emph{Chicago Manual of Style's}
- 16th edition, however, it is possible that future releases of
- \textsf{biblatex-chicago} implementing that new specification may
- require significant alterations. I intend to maintain the current
- 15th-edition files in a more or less stable state after this
- release, but that is not to say that all development will cease.
- \mylittlespace\\ I have tried to implement as much of the
- \emph{Manual's} specification as possible, though undoubtedly some
- gaps remain. One user has recently argued that I should attempt to
- include legal citations, so in the long term it may be that I return
- to this issue. In the meantime, 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
+ it, aside from those necessary for the upcoming switch to
+ \textsf{Biber} as the required backend rather than an optional one.
+ This release of \textsf{biblatex-chicago} implements, for the first
+ time, the 16th edition of the \emph{Chicago Manual of Style}, but I
+ shall continue to maintain the 15th-edition files for those who need
+ or want them, a situation I anticipate being rather more common with
+ the author-date style than with notes \&\ bibliography. I shall
+ also continue to maintain the 15th-edition documentation, which you
+ can find in \textsf{biblatex-chicago15.pdf}. I have summarized the
+ changes between the two in section~\ref{sec:history} below,
+ especially the ones
+ that may require alterations to your .bib files.\mylittlespace\\
+ I have tried to implement as much of the \emph{Manual's}
+ specification as possible, though undoubtedly some gaps remain. One
+ user has recently argued that I should attempt to include legal
+ citations, so in the long term it may be that I return to this
+ issue. In the meantime, 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
@@ -159,11 +165,11 @@ release.
following:
\item \mycolor{\textsf{Biber}} --- the next-generation
\textsc{Bib}\TeX\ replacement, called \textsf{Biber}, which is
- available from SourceForge. You need version 0.9.6 to work with
- \textsf{biblatex-chicago} and \textsf{biblatex} 1.7, and it is
- required for users who are either using the author-date style or
- processing a .bib file in Unicode. See
- \textsf{cms-dates-sample.pdf} for more details.
+ available from SourceForge. You should use the latest version,
+ 0.9.8, to work with \textsf{biblatex-chicago} and
+ \textsf{biblatex} 1.7, and it is required for users who are either
+ using the author-date style or processing a .bib file in Unicode.
+ See \textsf{cms-dates-sample.pdf} for more details.
\end{itemize}
\item The line:
\begin{quote}
@@ -174,11 +180,14 @@ release.
\begin{quote}
\cmd{usepackage[authordate,backend=biber]\{biblatex-chicago\}}
\end{quote}
- to load the author-date style. Any other options you usually pass
- to \textsf{biblatex} can be given to \textsf{biblatex-chicago}
- 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
+ to load the author-date style. (You can use
+ \mycolor{\texttt{notes15}} or \mycolor{\texttt{authordate15}} to
+ load the 15th-edition styles. Please see
+ \mycolor{\textsf{biblatex-chicago15.pdf}} for the details.) 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 either
\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
@@ -209,17 +218,21 @@ release.
\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. With
- \colmarginpar{\textsf{New!}} this release the .zip file from CTAN
- contains several subdirectories to help keep the growing number of
- files organized, so the files listed above can be found in the
+ directory where you keep your *.tex files. (To use the 15th-edition
+ styles, you'll also require \textsf{\mycolor{chicago-notes15.bbx}},
+ \textsf{\mycolor{chicago-notes15.cbx}},
+ \textsf{\mycolor{chicago-authordate15.bbx}}, and
+ \textsf{\mycolor{chicago-authordate15.cbx}}.) The .zip file from
+ CTAN contains several subdirectories to help keep the growing number
+ of files organized, so the files listed above can be found in the
\texttt{latex/} subdirectory, itself further divided into the
\texttt{bbx/}, \texttt{cbx/}, and \texttt{lbx/} subdirectories. If
- you install in a system-wide directory, I recommend creating
+ you install in a system-wide directory, I suggest using the standard
+ layout and creating
\texttt{<TEXMFLOCAL>/tex/latex/biblatex-contrib/biblatex-chicago},
where\ \texttt{<TEXMFLOCAL>} is the root of your local \TeX\
installation --- for example, and depending on your system and
- preferences, \texttt{/usr/share/texmf-local},
+ preferences, \texttt{/usr/share/texmf\-local},
\texttt{/usr/local/share/texmf}, or \texttt{C:\textbackslash{}Local
TeX Files\textbackslash}. Then you can copy the contents of the
\texttt{latex/} directory there, subdirectories and all. (If you
@@ -228,11 +241,6 @@ release.
choose to place them anywhere 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
@@ -264,16 +272,15 @@ release.
please pay particular attention to the sections on Obsolete and
Deprecated Features, starting on page~\pageref{deprec:obsol}. You
will find the seven previous files in the \texttt{doc/} subdirectory
- \colmarginpar{\textsf{New!}} once you've extracted
- \textsf{biblatex-chicago.zip}. If you wish to place them in a
- system-wide directory, I would recommend
+ once you've extracted \textsf{biblatex-chicago.zip}. If you wish to
+ place them 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.)
+ all the while 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
@@ -283,7 +290,7 @@ release.
\subsection{License}
\label{sec:lppl}
-Copyright © 2008--2011 David Fussner. This package is
+Copyright © 2008--2012 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
@@ -295,8 +302,6 @@ either expressed or implied, including, but not limited to, the
implied warranties of merchantability and fitness for a particular
purpose.
-\enlargethispage{-\baselineskip}
-
\subsection{Acknowledgements}
\label{sec:acknowl}
@@ -311,21 +316,22 @@ 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, and I've 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.
+\textsf{biblatex-dw} package. Kazuo Teramoto and Gildas Hamel both
+sent patches to improve the package, and 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}, implemented here in its 15th
+The \emph{Chicago Manual of Style}, implemented here in its 16th
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
@@ -336,23 +342,24 @@ 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
+difficult to use. Admittedly, the \emph{Manual} emphasizes
+consistency within a work, as opposed to rigid adherence to the
+specification, at least when writer and publisher agree (14.70).
+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
@@ -449,7 +456,7 @@ The complete list of entry types currently available in
\textsf{biblatex-chicago-notes}, minus the odd \textsf{biblatex}
alias, is as follows: \mycolor{\textbf{article}}, \textbf{artwork},
\textbf{audio}, \textbf{book}, \textbf{bookinbook}, \textbf{booklet},
-\textbf{collection}, \textbf{customc}, \textbf{image},
+\textbf{collection}, \mycolor{\textbf{customc}}, \textbf{image},
\textbf{inbook}, \textbf{incollection}, \textbf{inproceedings},
\textbf{inreference}, \textbf{letter}, \textbf{manual},\textbf{misc},
\textbf{music}, \textbf{online} (with its alias \textbf{www}),
@@ -471,19 +478,20 @@ 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 \colmarginpar{\textbf{article}} \emph{Chicago Manual of
- Style} (17.148) recognizes three different sorts of periodical
+\mybigspace The \colmarginpar{\textbf{article}} \emph{Chicago Manual
+ of Style} (14.170) recognizes three different sorts of periodical
publication, \enquote{journals,} \enquote{magazines,} and
-\enquote{newspapers.} The first (17.150) includes \enquote{scholarly
+\enquote{newspapers.} The first (14.172) 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.}
+ bookstores or newsstands or online.} \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}
@@ -497,11 +505,11 @@ 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,
+\textsf{article}, see \emph{Manual} 14.175--198; 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,
+14.181, 14.199--202; assocpress:gun, morgenson:market, reaves:rosen,
rozner:liberation, stenger:privacy.)
\mylittlespace It gets worse. The \emph{Manual} treats reviews (of
@@ -539,7 +547,7 @@ 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.
+\mylittlespace No less than seven 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,
@@ -553,32 +561,36 @@ 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;
+\textsf{review} entry type. (See 14.203, 14.205, 14.208;
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,
-effectively, anything at all, then set \texttt{useauthor=false} in the
-\textsf{options} field. (The \cmd{isdot} macro in the \textsf{author}
-field no longer works on its own under \textsf{biblatex 1.6} and
-later, so you may need to change your .bib files when you upgrade.)
-Note that if you choose to use the name of the newspaper as an author,
+\mylittlespace Third, the 16th edition of the \emph{Manual} has, I
+believe, subtly changed its recommendations in the case of
+\enquote{unsigned newspaper articles or features} (14.207).
+Unfortunately, these changes aren't entirely clear to me. First, it
+suggests that such pieces are \enquote{best dealt with in text or
+ notes.} If, however, \enquote{a bibliography entry should be
+ needed, the name of the newspaper stands in place of the author.}
+The examples it provides, therefore, suggest quite different
+treatments of the same material in notes and bibliography, and they
+don't at any point that I can see recommend a format for short notes.
+I've implemented these recommendations fairly literally, which means
+that in an \textsf{article} entry, \textsf{entrysubtype}
+\texttt{magazine}, or in a \textsf{review} entry,
+\textsf{entrysubtype} \texttt{magazine}, and \emph{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, but \emph{only} in the bibliography and in short
+notes. In long notes, the \textsf{title} will appear first, before
+the \textsf{journaltitle}. Note that the use of the name of the
+newspaper as an author creates sorting issues in the bibliography,
+issues that will mostly be solved for you if you use \textsf{Biber} as
+the backend. If you don't, or if the \textsf{journaltitle} begins
+with a definite or indefinite article with which you can't dispense,
then you'll need a \textsf{sortkey} field to ensure that the
-bibliography entry is alphabetized by \textsf{journaltitle} rather
-than by \textsf{title}. The provision of a \textsf{shortauthor} field
-is no longer necessary, as in its absence the package automatically
-takes it from \textsf{journaltitle}. (See lakeforester:pushcarts.)
+bibliography entry is alphabetized correctly. (See
+lakeforester:pushcarts and, for the sorting issue,
+\cmd{DeclareSortingScheme} in section~\ref{sec:formatopts} below.)
%\enlargethispage{-\baselineskip}
@@ -619,20 +631,35 @@ information you need to include in an \textsf{article},
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
+\mylittlespace Sixth, 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}
+\textsf{title}, and the network's name in the \textsf{usera} field.
+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. (8.185, 14.221; see bundy:macneil for an example
+of how this all might look in a .bib file. Commercial recordings of
+such material would need one of the audiovisual entry types, probably
+\textsf{audio} or \textsf{video} [friends:leia], while recordings from
+archives fit best into \textsf{misc} entries with an
+\textsf{entrysubtype} [coolidge:speech, roosevelt:speech].)
+
+\mylittlespace Finally, the 16th edition of the \emph{Manual}
+(14.243--6) specifies that blogs and other, similar online material
+should be presented like \textsf{articles}, with \texttt{magazine}
+\textsf{entrysubtype} (ellis:blog). The title of the specific entry
+goes in \textsf{title}, the general title of the blog goes in
+\textsf{journaltitle}, and the word \enquote{\texttt{blog}} in the
+\textsf{location} field (though you could just use special formatting
+in the \textsf{journaltitle} field itself, which may sometimes be
+necessary). Comments on blogs, with generic titles like
+\enquote{comment on} or \enquote{reply to,} need a \textsf{review}
+entry with the same \textsf{entrysubtype}. Such comments make
+particular use of the \textsf{eventdate} and of the \textsf{nameaddon}
+fields; please see the documentation of \textbf{review}, below.
+
+% \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
@@ -645,7 +672,7 @@ 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
+\mybigspace Arne \colmarginpar{\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
@@ -654,16 +681,20 @@ 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
+chose to include in previous releases were \textsf{artwork} and
+\textsf{image}, the former intended for paintings, sculptures,
+etchings, and the like, the latter for photographs. The 16th edition
+of the \emph{Manual} has modified its specifications for presenting
+photographs so that they are the same as for works in all other media.
+The \textsf{image} type, therefore, is now merely a clone of the
+\textsf{artwork} type, maintained mainly to provide backward
+compatibility for users migrating from the old specification to the
+current one.
+
+\mylittlespace Constructing an entry is fairly straightforward. 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, albumen print
--- 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},
@@ -672,48 +703,55 @@ 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.)
+you. (See \emph{Manual} 3.22, 8.193; leo:madonna, bedford:photo.)
-\mylittlespace As a final complication, the \emph{Manual} (8.206) says
+\mylittlespace As a final complication, the \emph{Manual} (8.193) 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 For \mymarginpar{\textbf{audio}} this release of
-\textsf{biblatex-chicago}, following the request of Johan Nordstrom, I
-have included three new entry types, all undefined by the standard
-styles, designed to allow users to present audiovisual sources in
-accordance with the Chicago specifications. The \emph{Manual's}
-presentation of such sources (17.263--273), though admirably brief,
-seems to me somewhat inconsistent. I attempted to condense all the
-requirements into two new entry types, but ended up relying on three,
-the differences between which I shall attempt to delineate here.
-There are likely to be occasions when your choice of entry type is not
-obvious, but at the very least \textsf{biblatex-chicago} should help
-you maintain consistency.
+entry function pretty much as in \textsf{artwork}.
+
+\mybigspace Following \colmarginpar{\textbf{audio}} the request of
+Johan Nordstrom, I have included three entry types, all undefined by
+the standard styles, designed to allow users to present audiovisual
+sources in accordance with the Chicago specifications. The
+\emph{Manual's} presentation of such sources (14.274--280), though
+admirably brief, seems to me somewhat inconsistent; the proliferation
+of online sources has made the task yet more complex. For the 15th
+edition I attempted to condense all the requirements into two new
+entry types, but ended up relying on three. For the 16th edition, in
+particular, I also need to include the \textbf{online} and even the
+\textbf{misc} entry types, which see, under the audiovisual rubric. I
+shall attempt to delineate the main differences here, and though there
+are likely to be occasions when your choice of entry type is not
+obvious, at the very least \textsf{biblatex-chicago} should help you
+maintain consistency.
\mylittlespace The \textbf{music} type is intended for all musical
recordings that do not have a video component. This means, for
example, digital media (whether on CD or hard drive), vinyl records,
-and tapes. The \textbf{video} type includes (nearly) all visual
-media, whether it be films, TV shows, tapes and DVDs of the preceding
-or of any sort of performance (including music), or online multimedia.
-Finally, the \textbf{audio} type, our current concern, fills gaps in
-the two others, and presents its sources in a more \enquote{book-like}
-manner. Published musical scores need this type --- unpublished ones
-would use \textsf{misc} with an \textsf{entrysubtype} (shapey:partita)
---- as do such favorite educational formats as the slideshow and the
-filmstrip (greek:filmstrip, schubert:muellerin, verdi:corsaro). The
-\emph{Manual} (17.269--270) sometimes uses a similar format for audio
-books and even for films (twain:audio, weed:flatiron), though
-elsewhere these sorts of material are presented as \textsf{music} and
-\textsf{video}, respectively. It would appear to depend on which
-sorts of publication facts you wish to present --- cf.\ \emph{Manual}
-17.269.
+and tapes. The \textbf{video} type includes most visual media,
+whether it be films, TV shows, tapes and DVDs of the preceding or of
+any sort of performance (including music), or online multimedia. The
+\emph{Manual's} treatment (14.280) of the latter suggests that online
+video excerpts, short pieces, and interviews should generally use the
+\textbf{online} type (harwood:biden, horowitz:youtube, pollan:plant).
+The \textbf{audio} type, our current concern, fills gaps in the
+others, and presents its sources in a more \enquote{book-like} manner.
+Published musical scores need this type --- unpublished ones would use
+\textsf{misc} with an \textsf{entrysubtype} (shapey:partita) --- as do
+such favorite educational formats as the slideshow and the filmstrip
+(greek:filmstrip, schubert:muellerin, verdi:corsaro). The
+\emph{Manual} (14.277--280) sometimes uses a similar format for audio
+books (twain:audio), though, depending on the sorts of publication
+facts you wish to present, this sort of material may fall under
+\textsf{music} (auden:reading). Dated audio recordings that are part
+of an archive, online or no, may best be presented in a \textbf{misc}
+entry with an \textsf{entrysubtype} (coolidge:speech,
+roosevelt:speech).
%\enlargethispage{-\baselineskip}
@@ -729,28 +767,24 @@ for both books and collections, so while there will normally be an
\textsf{booktitle} and/or a \textsf{maintitle} --- see
schubert:muellerin for an entry that uses all three in citing one song
from a cycle. If the medium in question needs specifying, the
-\textsf{type} field is the place for it. (It is characteristic of
-this entry type that such information is placed after the publisher
-information, whereas in the other audiovisual types their order is
-reversed.) Finally, the \textsf{titleaddon} field can specify
-functions for which \textsf{biblatex-chicago} provides no automated
-handling, e.g., a librettist (verdi:corsaro).
+\textsf{type} field is the place for it. Finally, the
+\textsf{titleaddon} field can specify functions for which
+\textsf{biblatex-chicago} provides no automated handling, e.g., a
+librettist (verdi:corsaro).
\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 obsolete.) 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.)
+articles. 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} 14.114, 14.127, 14.130; 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
+different presentations in 14.127 and 14.130. 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.
@@ -758,7 +792,7 @@ 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
+\emph{Manual} (14.249) 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
@@ -772,37 +806,40 @@ obsolete, and any such entries in your .bib file will trigger an
error. Please use the standard \textsf{biblatex} \textbf{letter} type
instead.
-%\enlargethispage{-\baselineskip}
+\enlargethispage{\baselineskip}
\mybigspace This \mymarginpar{\textbf{customb}} entry type is now
obsolete, and any such entries in your .bib file will trigger an
error. Please use the standard \textsf{biblatex} \textbf{bookinbook}
type instead.
-\mybigspace This \mymarginpar{\textbf{customc}} entry type has
-undergone a metamorphosis with this release, as I previously warned
-both here and in the RELEASE file. Rather than being a (deprecated)
-alias of the standard \textsf{biblatex} \textbf{suppbook}, it now
-allows you to include alphabetized cross-references to other, separate
-entries in the bibliography, particularly to other names or
-pseudonyms, as recommended by the \emph{Manual}. (This is different
-from the usual \textsf{crossref}, \textsf{xref}, and \textsf{userf}
-mechanisms, all primarily designed to include cross-references to
-other works. Cf.\ 17.39--40). The lecarre:cornwell entry, for
-example, would allow your readers to find the more-commonly-used
-pseudonym \enquote{John Le Carré} even if they were, for some reason,
-looking under his real name \enquote{David John Moore Cornwell.}
-
-\mylittlespace In such a case, you would need merely to place the
-author's real name in the \textsf{author} field, and the pseudonym(s),
-under which his or her works are presented in the bibliography, in the
-\textsf{title} field. To make sure the cross-reference also appears
-in the bibliography, you can either manually include the entry key in
-a \cmd{nocite} command, or you can put that entry key in the
+\mybigspace This \colmarginpar{\textbf{customc}} entry type allows you
+to include alphabetized cross-references to other, separate entries in
+the bibliography, particularly to other names or pseudonyms, as
+recommended by the \emph{Manual}. (This is different from the usual
+\textsf{crossref}, \textsf{xref}, and \textsf{userf} mechanisms, all
+primarily designed to include cross-references to other works. Cf.\
+14.84,86). The lecarre:cornwell entry, for example, would allow your
+readers to find the more-commonly-used pseudonym \enquote{John Le
+ Carré} even if they were, for some reason, looking under his real
+name \enquote{David John Moore Cornwell.}\ As I read the
+specification, these cross-references are particularly encouraged,
+bordering on required, when \enquote{a bibliography includes two or
+ more works published by the same author but under different
+ pseudonyms.}\ The following entries in \textsf{notes-test.bib} show
+one way of addressing this: crea\-sey:ashe:blast,
+crea\-sey:york:death, crea\-sey:mor\-ton:hide, ashe:crea\-sey,
+york:crea\-sey and mor\-ton:crea\-sey.
+
+\mylittlespace In these latter cases, you would need merely to place
+the pseudonym in the \textsf{author} field, and the author's real
+name, under which his or her works are presented in the bibliography,
+in the \textsf{title} field. To make sure the cross-reference also
+appears in the bibliography, you can either manually include the entry
+key in a \cmd{nocite} command, or you can put that entry key in the
\textbf{userc} field in the main .bib entry, in which case
\textsf{biblatex-chicago} will print the expanded abbreviation if and
-only if you cite the main entry. (Cf.\ lecarre:cornwell,
-lecarre:quest; \textsf{userc}, below.)
+only if you cite the main entry. (Cf.\ \textsf{userc}, below.)
\mylittlespace Under ordinary circumstances, \textsf{biblatex-chicago}
will connect the two parts of the cross-reference with the word
@@ -811,13 +848,17 @@ will connect the two parts of the cross-reference with the word
differently, you can put the connecting word(s) into the
\textsf{nameaddon} field.
-\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 This \colmarginpar{\textbf{image}} entry type, left
+undefined in the standard styles, was in previous releases of
+\textsf{biblatex-chicago} intended for referring to photographs, but
+the 16th edition of the \emph{Manual} has changed its specifications
+for such works, which are now treated the same as works in all other
+media. This means that this entry type is now a clone of the
+\textsf{artwork} type, which see. I retain it here as a convenience
+for users migrating from the old to the new specification. (See 3.22,
+8.193; bedford:photo.)
+
+\enlargethispage{\baselineskip}
\mybigspace These \mymarginpar{\textbf{inbook}\\\textbf{incollection}}
two standard \textsf{biblatex} types have very nearly identical
@@ -837,7 +878,7 @@ 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.}
+\emph{Manual} (14.113) 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. There is, of course, nothing to prevent you from using the
@@ -846,7 +887,7 @@ but you'll have to use \textsf{incollection} instead of
\textsf{inbook}.) 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}:
+see above. (See \emph{Manual} 14.111--114; \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}
@@ -870,21 +911,21 @@ 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
+even though the \emph{Manual} doesn't specify its use (14.226).
+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}
+% \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
+conforming to the specifications (14.247--248). 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
@@ -945,33 +986,32 @@ 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.
+the \textsf{title} as a whole. This name will be printed 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
+\mybigspace This \colmarginpar{\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,
+\emph{Manual} 14.78, 14.88; 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;
+complicated rules for formatting such references. (See 14.117;
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]).
@@ -979,14 +1019,19 @@ fictitious entry to show the \textsf{xref} mechanism], white:total [a
\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
+\texttt{Author to Recipient}. The \textsf{titleaddon} field contains,
+optionally, the type of correspondence involved. If it's a letter,
+the type needn't be given, 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
+abbreviation \enquote{n.d.} (or \cmd{bibstring\{nodate\}}) for
+undated letters, then this is where you should put it. If you need to
+specify where a letter was written, then you can also use this field,
+and, if both are present, remember to separate the location from the
+type with a comma, like so: \texttt{memorandum, London}.
+Alternatively, you can put the place of writing into the
+\mycolor{\textsf{origlocation}} field. 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
@@ -996,7 +1041,7 @@ 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
+choosing one or the other format for all occurrences [6.45], 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
@@ -1019,7 +1064,7 @@ 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
+types are \textsf{incollection} and \textsf{inproceedings}; see 14.113
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
@@ -1028,7 +1073,7 @@ can disable it simply by not using a \textsf{crossref} or an
recommend a way of keeping the individual letters from turning up in
the bibliography, involving the use of the \textsf{keywords} field.
-\enlargethispage{\baselineskip}
+% \enlargethispage{\baselineskip}
\mybigspace This \mymarginpar{\textbf{manual}} is the second of two
traditional \textsc{Bib}\TeX\ entry types that the \emph{Manual}
@@ -1037,15 +1082,16 @@ 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.)
+author and as publisher. If you are using \textsf{Biber} you no
+longer need a \textsf{sortkey} field to aid \textsf{biblatex's}
+alphabetization routines, as the style takes care of this for you
+(cf.\ section~\ref{sec:formatopts}, below). You also don't 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
+14.92; 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
@@ -1066,18 +1112,20 @@ possible.)
\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. (It is quite possible, though somewhat unusual, for
-archival material to have a specific title, rather than a generic one.
-In these cases, you will need to enclose the title inside a
-\cmd{mkbibquote} command manually. Cf.\ shapey:partita.)
+\textsf{article}, and \textsf{review} entry types (which see). It
+also works well for presenting online audio pieces, particularly dated
+ones, like speeches. 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. (It is quite possible, though
+somewhat unusual, for archival material to have a specific title,
+rather than a generic one. In these cases, you will need to enclose
+the title inside a \cmd{mkbibquote} command manually. Cf.\
+coolidge:speech, roosevelt:speech, shapey:partita.)
\mylittlespace If you are wondering what to put in
\textsf{entrysubtype}, the answer is, currently, anything at all. You
@@ -1089,28 +1137,30 @@ 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.
+(interviews, wills, contracts, speeches, 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.)
+that you identify when it was written, and the \textsf{origlocation},
+if needed, identifies where it was written. Other sorts of
+\textsf{misc} entry (with \textsf{entrysubtype}) use the \textsf{date}
+field (but still the \textsf{origlocation}). 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 14.219-220, 14.231, 14.232-242; 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
@@ -1120,7 +1170,7 @@ including the abbreviation \enquote{\texttt{n.d.}}\ (or
\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
+\emph{Manual} specifies (14.238) that well-known depositories don't
usually need a city, state or country specified. (The traditional
\textsf{misc} fields are all still available, also.) Both the long
and short note forms can use the same \textsf{title}, but in both
@@ -1135,7 +1185,7 @@ the citation command. (The standard \textsf{biblatex} command
%\vspace{\baselineskip}
\mylittlespace As with \textsf{letter} entries, the \emph{Manual}
-(17.223) suggests that bibliography entries contain only the name of
+(14.233) 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
@@ -1153,26 +1203,33 @@ 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
+this class of archived material, the \emph{Manual} (14.232) 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 This \mymarginpar{\textbf{music}} is one of three new
-audiovisual entry types, and is intended primarily to aid in the
-presentation of musical recordings that do not have a video component,
-though it can also include audio books (auden:reading). A DVD or VHS
-of an opera or other performance, by contrast, should use the
-\textbf{video} type instead (handel:messiah). Because
-\textsf{biblatex} --- and \textsc{Bib}\TeX\ before it --- were
-designed primarily for citing book-like objects, some choices needed
-to be made in assigning the various roles found on the back of a CD to
-the fields in a typical .bib entry. I have also implemented several
-new bibstrings to help in identifying these roles within entries. If
-you can think of a simpler way to distribute the roles, please let me
-know, so that I can consider making changes before anyone gets used to
-the current equivalences.
+\mybigspace The \colmarginpar{\textbf{music}} 16th edition of the
+\emph{Manual} has revised its recommendations more for this type than
+for any other, so the notes which follow present several large changes
+that you'll need to make to your .bib files. The good news is that
+some, though by no means all, of those changes involve considerable
+simplifications. \textsf{Music} is one of three audiovisual entry
+types, and is intended primarily to aid in the presentation of musical
+recordings that do not have a video component, though it can also
+include audio books (auden:reading). A DVD or VHS of an opera or
+other performance, by contrast, should use the \textbf{video} type
+instead, while an online music video will probably need an
+\textbf{online} entry. (Cf.\ \textsf{online} and \textsf{video};
+handel:messiah, horowitz:youtube.) Because \textsf{biblatex} --- and
+\textsc{Bib}\TeX\ before it --- were designed primarily for citing
+book-like objects, some choices needed to be made in assigning the
+various roles found on the back of a CD to the fields in a typical
+.bib entry. I have also implemented several bibstrings to help in
+identifying these roles within entries. If you can think of a simpler
+way to distribute the roles, please let me know, so that I can
+consider making changes before anyone gets used to the current
+equivalences.
\mylittlespace These equivalences, in summary form, are:
@@ -1200,72 +1257,105 @@ the current equivalences.
song title, in which latter case the album title would go into
\textsf{booktitle}. The \textsf{maintitle} might be necessary for
something like a box set of \emph{Complete Symphonies}.
-\item[series, number:] These two are closely associated, and are
- intended for presenting the catalog information provided by the
- music publisher, especially in the case when a publisher oversees
- more than one label. In nytrumpet:art, for example, the
- \textsf{series} field holds the label (\texttt{Vox/Turnabout} and
- the \textsf{number} field the catalog number (\texttt{PVT 7183}).
- You can certainly put all of this information into one of the above
- fields, but separating it may help make the .bib entry more
- readable.
-\item[howpublished/pubstate, date, publisher:] The \emph{Manual}
- (17.268) follows the rather specialized requirements for presenting
- publishing information for musical recordings. The normal symbol
- for musical copyright is\ \texttt{\textcircledP} (Unicode point
- u+2117, SOUND RECORDING COPYRIGHT), but other copyrights
- \texttt{\textcopyright} are often also asserted. The
- \textsf{howpublished} field is the place for these symbols, and it
- may also have to hold a year designation if the
- \texttt{\textcircledP} and the \texttt{\textcopyright} apply to
- different years, as sometimes happens. (The \textsf{pubstate} field
- in this entry type is a synonym for \textsf{howpublished}. Please
- use only one of them per entry, and note that the usual mechanism
- for automatically printing \cmd{bibstring\{reprint\}} is turned off
- in \textsf{music} entries.) The \textsf{date} field holds the year
- either of all the symbols or of whichever symbol appears last in
- \textsf{howpublished}, and the \textsf{publisher} field is
- self-explanatory. (See nytrumpet:art.)
-\item[type:] As in all the audiovisual entry types, the \textsf{type}
+\item[\mycolor{publisher, series, number}:] These three
+ closely-associated fields are intended for presenting the catalog
+ information provided by the music publisher. The 16th edition
+ generally only requires the \textsf{series} and \textsf{number}
+ fields (nytrumpet:art), which hold the record label and catalog
+ number, respectively. Alternatively, \textsf{publisher} would
+ function as a synonym for \textsf{series} (holiday:fool), but there
+ may be cases when you need or want to specify a publisher in
+ addition to a label, as was the general requirement in the 15th
+ edition. (This might happen, for example, when a single publisher
+ oversees more than one label.) You can certainly put all of this
+ information into one of the above fields, but separating it may help
+ make the .bib entry more readable.
+\item[\mycolor{howpublished/pubstate}:] The 16th edition of the
+ \emph{Manual} (14.276) has rather helpfully eliminated any reference
+ to the specialized symbols (\texttt{\textcircledP} \&\
+ \texttt{\textcopyright}) found in the 15th edition for presenting
+ publishing information for musical recordings. This means that the
+ \textsf{howpublished} field is now obsolete, and you can remove it
+ from \textsf{music} entries in your .bib files. The
+ \textsf{pubstate} field, therefore, can revert to its standard use for
+ identifying reprints. In \textsf{music} entries, putting
+ \texttt{reprint} here will transform the \textsf{origdate} from a
+ recording date for an entire album into an original release date for
+ that album, notice of which will be printed towards the end of a
+ note or bibliography entry.
+\item[\mycolor{date, eventdate, origdate}:] As though to compensate
+ for the simplification I've just mentioned, the \textsf{Manual} now
+ states that \enquote{citations without a date are generally
+ unacceptable} (14.276). Finding a date may take some research,
+ but they will basically fall into two types, i.e., the date(s) of
+ the recording or the copyright / publishing date(s). Recording
+ dates go either in \textsf{origdate} (for complete albums) or
+ \textsf{eventdate} (for individual tracks). The copyright or
+ publishing dates go either in the \textsf{date} field (which applies
+ to the current medium you are citing) or in the \textsf{origdate}
+ field (which refers to the original release date). You may have
+ noticed that the \textsf{origdate} has two slightly different uses
+ --- you can tell \textsf{biblatex-chicago} which sort you intend by
+ using the string \texttt{reprint} in the \textsf{pubstate} field,
+ which transforms the \textsf{origdate} from a recording date into an
+ original release date. The style will automatically prepend the
+ bibstring \texttt{recorded} to the \textsf{eventdate} or, in the
+ absence of this \textsf{pubstate} mechanism, to the
+ \textsf{origdate}, or even to both, but you can modify what is
+ printed there using the new \mycolor{\textsf{userd}} field, which
+ acts as a sort of date type modifier. In \textsf{music} entries,
+ \textsf{userd} will be prepended to an \textsf{eventdate} if there
+ is one, barring that to the \textsf{origdate}, and to a possible
+ \textsf{urldate} absent those two, the latter behavior being the
+ standard across most other entry types. (See floyd:atom,
+ nytrumpet:art.)
+ \item[type:] As in all the audiovisual entry types, the \textsf{type}
field holds the medium of the recording, e.g., vinyl, 33 rpm,
8-track tape, cassette, compact disc, mp3, ogg vorbis.
\end{description}}
-I should also note here that I have implemented the standard
-\textsf{biblatex} \textsf{eventdate} field, in case you need it to
-identify a particular recording session or concert. It will be
-printed just after the \textsf{title}. The entries in
-\textsf{notes-test.bib} should at least give you a good idea of how
-this all works, and that file also contains an example of an audio
-book presented in a \textsf{music} entry. If you browse the examples
-in the \emph{Manual} you will see some variation from the formatting
-choices I have made for \textsf{biblatex-chicago}, but it wasn't
-always clear to me that these variations were rules as opposed to
-suggestions, so I've ignored some of them in the code. Arguments as
-to why I'm wrong will, of course, be entertained. (Cf. 17.268;
-auden:reading, beethoven:sonata29, bernstein:shostakovich,
-nytrumpet:art.)
-
-\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.
+The entries in \textsf{notes-test.bib} should at least give you a good
+idea of how this all works, and that file also contains an example of
+an audio book presented in a \textsf{music} entry. If you browse the
+examples in the \emph{Manual} you will see some variations in the
+formatting choices there, from which I have made selections for
+\textsf{biblatex-chicago}. It wasn't always clear to me that these
+variations were rules as opposed to possibilities, so I've ignored
+some of them in the code. Arguments as to why I'm wrong will, of
+course, be entertained. (Cf. 14.276--77; \textsf{eventdate},
+\textsf{origdate}, \textsf{userd}; auden:reading, beethoven:sonata29,
+bernstein:shostakovich, floyd:atom, holiday:fool, nytrumpet:art,
+rubinstein:chopin.)
+
+\mybigspace The \colmarginpar{\textbf{online}} \emph{Manual}'s
+scattered instructions (14.4--13, 14.166--169, 14.184--185, 14.200,
+14.223, 14.243--246) 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 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}). The 16th edition's suggestions for blogs lend
+themselves well to the \textsf{article} type, too, while comments
+become, logically, \textsf{reviews} (14.243--6; ellis:blog,
+ac:comment). Otherwise, for online documents not \enquote{formally
+ published,} the \textsf{online} type is usually the best choice
+(evanston:library, powell:email). Online videos, in particular short
+pieces or those that present excerpts of some longer event or work,
+and also online interviews, usually require this type, too. (See
+harwood:biden, horowitz:youtube, pollan:plant, but cp.\ weed:flatiron,
+a complete film, which requires a \textsf{video} entry. Online audio
+pieces, particularly dated ones from an archive, work best as
+\textsf{misc} entries with an \textsf{entrysubtype}: coolidge:speech,
+roosevelt:speech.) 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
@@ -1274,12 +1364,15 @@ 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.
+correctly. It is worth remarking here, too, that the 16th edition of
+the \emph{Manual} (14.7--8) prefers, if they're available, revision
+dates to access dates when documenting online material. See
+\textsf{urldate} and \textsf{userd}, below.
%\enlargethispage{\baselineskip}
-\mybigspace The \mymarginpar{\textbf{patent}} \emph{Manual} is very
-brief on this subject (17.219), but very clear about which information
+\mybigspace The \colmarginpar{\textbf{patent}} \emph{Manual} is very
+brief on this subject (14.230), 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
@@ -1297,7 +1390,13 @@ 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.
+the \textsf{author}, if you provide one. Finally, the 16th edition of
+the \emph{Manual} has removed the quotation marks from around
+\textsf{patent} titles, and also capitalized them sentence-style, both
+of which seem to be the generally-accepted conventions. The former
+requires no intervention from you, but the latter may mean revision of
+the \textsf{title} field to provide the lowercase letters manually.
+See petroff:impurity.
\mybigspace This \mymarginpar{\textbf{periodical}} is the standard
@@ -1311,7 +1410,7 @@ 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.)
+routines. (See \emph{Manual} 14.187; good:wholeissue.)
\mybigspace This \mymarginpar{\textbf{reference}} entry type is
aliased to \textsf{collection} by the standard \textsf{biblatex}
@@ -1330,7 +1429,7 @@ 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
+thin on the ground in the \emph{Manual} (14.249), 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
@@ -1344,7 +1443,7 @@ Technical Report Number of a technical report. As in standard
report type in \textsf{note} and the \textsf{institution} in
\textsf{publisher}. (See herwign:office.)
-%\enlargethispage{\baselineskip}
+\enlargethispage{\baselineskip}
\mybigspace The \colmarginpar{\textbf{review}} \textsf{review} entry
type was added to \textsf{biblatex 0.7}, and it certainly eases the
@@ -1355,17 +1454,17 @@ 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
+the editor, obituaries, interviews, online comments 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
+topic of exceptions, the \emph{Manual} includes an example --- 14.221
--- 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
@@ -1381,39 +1480,56 @@ for which are the same as for an \textsf{article} entry. If it is a
\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 you no longer need to
-provide a formatted \textsf{shortauthor} field for when a
-\textsf{journatitle} replaces an absent \textsf{author}, as the
-package automatically prints the former there in the absence of
-anything else (gourmet:052006, nyt:trevorobit). If you wish to keep
-the title at the head of an entry, then you'll need to define
-\textsf{author} somehow and place \texttt{useauthor=false} in the
-\textsf{options} field (as in nyt:obittrevor, by contrast with
-nyt:trevorobit. Please note that the \cmd{isdot} macro alone in the
-\textsf{author} field no longer works in \textsf{biblatex} 1.6 and
-later, so you may need to check your .bib files when you upgrade.) As
-in \textsf{misc} entries with an \textsf{entrysubtype}, words like
-\enquote{interview,} \enquote{review,} and \enquote{letter} only need
-capitalization after a full stop, i.e., ordinarily in a bibliography
-and not a note, so \textsf{biblatex-chicago-notes} automatically deals
-with this problem itself if you start the \textsf{title} field with a
-lowercase letter. The file \textsf{notes-test.bib} and the
-documentation of \cmd{autocap} will provide guidance here.
+if the latter is missing. (See 14.202--203, 14.205, 14.208,
+14.214--217, 14.221; 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 14.215; ratliff:review.)
+
+\mylittlespace Most of 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. \textsf{Author}-less reviews are treated
+just like similar newspaper articles --- in short notes and in the
+bibliography the \textsf{journaltitle} replaces the author and heads
+the entry, while in long notes the \textsf{title} comes first. The
+sorting of such entries is an issue, solved if you use \textsf{Biber}
+as your backend, and otherwise requiring manual intervention with a
+\textsf{sortkey} or the like (14.217; gourmet:052006, nyt:trevorobit,
+unsigned:ranke, and see \cmd{DeclareSortingScheme} in
+section~\ref{sec:formatopts}, below.). 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.
+
+\mylittlespace One detail of the \textsf{review} type is new, and
+responds to the needs of the 16th edition of the \emph{Manual}. As I
+mentioned above, blogs are best treated as \textsf{articles} with
+\texttt{magazine} \textsf{entrysubtype}, whereas comments on those
+blogs --- or on any similar sort of online content --- need the
+\textsf{review} type with the same \textsf{entrysubtype}. What they
+will frequently also need is a date of some sort closely associated
+with the comment (14.246; ac:comment), so I have now included the
+\mycolor{\textsf{eventdate}} in \textsf{review} entries for just this
+purpose. It will be printed just after the \textsf{author} and before
+the \textsf{title}. If you need a timestamp in addition, then the
+\textsf{nameaddon} field is the place for it, but you'll have to
+provide your own parentheses, in order to preserve the possibility of
+providing pseudonyms in square brackets that is the standard function
+of this field in all other entry types, and possibly in the the
+\textsf{review} type as well.
-\mybigspace This \mymarginpar{\textbf{suppbook}} is the entry type to
+\enlargethispage{-\baselineskip}
+
+\mybigspace This \colmarginpar{\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
@@ -1438,17 +1554,24 @@ depending on the context. Examples might be \enquote{\texttt{preface
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
+\mylittlespace There are a few other rules for constructing your .bib
+entry. 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).
+author of the main text of the work, if the two differ. For the 16th
+edition, the \emph{Manual} requires the inclusion of the page range of
+the part in question, though \emph{only} in the bibliography. I have
+followed this advice literally, so the \textsf{pages} field of a
+\textsf{suppbook} entry won't automatically appear in a long note. If
+you wish to include those pages in a note, then you'll need to repeat
+them in the \textsf{postnote} field of the citation command.
+
+\mylittlespace Finally, 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} 14.116; polakow:afterw, prose:intro).
\mybigspace This \mymarginpar{\textbf{suppcollection}} fulfills a
function analogous to \textsf{suppbook}. Indeed, I believe the
@@ -1456,7 +1579,7 @@ function analogous to \textsf{suppbook}. Indeed, I believe the
both types of work, so this entry type is an alias to
\textsf{suppbook}, which see.
-\mybigspace This \mymarginpar{\textbf{suppperiodical}} type, new to
+\mybigspace This \mymarginpar{\textbf{suppperiodical}} type, new in
\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
@@ -1477,7 +1600,7 @@ an\ \cmd{autocap} command in the somewhat contradictory
ordinarily be capitalized except at the beginning of a sentence
(nass:address).
-\mybigspace This \mymarginpar{\textbf{video}} is the last of the new
+\mybigspace This \colmarginpar{\textbf{video}} is the last of the three
audiovisual entry types, and as its name suggests it is intended for
citing visual media, be it films of any sort or TV shows, broadcast,
on the Net, on VHS, DVD, or Blu-ray. As with the \textsf{music} type
@@ -1507,29 +1630,40 @@ by \textsf{biblatex}. Here are the main correspondences:
identify performers, as they usually don't need further specifying
and this role prevents \textsf{biblatex} from falling back on the
default \texttt{editor} bibstring.
-\item[title, titleaddon, booktitle, maintitle:] As with the other
- audiovisual types, \textsf{video} serves as an analogue both to
- books and to collections, so the \textsf{title} may be of a whole
- film DVD or of a TV series, or it may identify one episode in a
- series or one scene in a film. In the latter cases, the title of
- the whole would go in \textsf{booktitle}. The \textsf{titleaddon}
- field may be useful for specifying the season and/or episode number
- of a TV series, or for any other information that needs to come
- between the \textsf{title} and the \textsf{booktitle}
- (cleese:holygrail, episode:tv, handel:messiah). As in the
- \textsf{music} type, \textsf{maintitle} may be necessary for a boxed
- set or something similar.
-\item[date, origdate:] The publication details of this sort of
- material are usually straightforward, at least compared with the
- \textsf{music} type, but there will be occasions when you need two
- dates. When citing an episode of a long-running TV series you may
- need both a date for the episode and a date range for the whole run,
- and when citing a film on DVD you may want to present both the
- original release date and the date of release on DVD. In both
- cases, the \textsf{origdate} field holds the year of the original
- showing or transmission, while the \textsf{date} field holds either
- the years for an entire run of a TV show or the year of publication
- of the DVD (or other medium). Cf. episode:tv, hitchcock:nbynw.
+\item[title, titleaddon, booktitle, \mycolor{booktitleaddon},
+ maintitle:] As with the other audiovisual types, \textsf{video}
+ serves as an analogue both to books and to collections, so the
+ \textsf{title} may be of a whole film DVD or of a TV series, or it
+ may identify one episode in a series or one scene in a film. In the
+ latter cases, the title of the whole would go in \textsf{booktitle}.
+ The \mycolor{\textsf{booktitleaddon}} field, in a change from the
+ 15th edition, may be useful for specifying the season and/or episode
+ number of a TV series, while the \textsf{titleaddon} is for for any
+ information that needs to come between the \textsf{title} and the
+ \textsf{booktitle} (cleese:holygrail, friends:leia, handel:messiah).
+ As in the \textsf{music} type, \textsf{maintitle} may be necessary
+ for a boxed set or something similar.
+\item[\mycolor{date, eventdate, origdate}:] As with \textsf{music}
+ entries, in order to follow the specifications of the 16th edition
+ of the \emph{Manual}, I have had to provide three separate date
+ fields for citing \textsf{video} sources, but their uses differ
+ somewhat between the two types. In both, the \textsf{date} will
+ generally provide the publishing or copyright date of the medium you
+ are referencing. The \textsf{eventdate} will most commonly present
+ either the broadcast date of a particular TV program, or the
+ recording/performance date of, for example, an opera on DVD. The
+ style will automatically prepend the bibstring \texttt{broadcast} to
+ such a date, though you can use the new field
+ \mycolor{\textsf{userd}} to change the string printed there.
+ (Absent an \textsf{eventdate}, the \textsf{userd} field in
+ \textsf{video} entries will revert to modifying the
+ \textsf{urldate}, the standard behavior in all but these and
+ \textsf{music} entries.) The \textsf{origdate} has more or less the
+ same function, and appears in the same places, as it does in
+ standard book-like entries, providing the date of first release of a
+ film, though there isn't any \texttt{reprint} string associated with
+ it in this entry type. Cf.\ friends:leia, handel:messiah,
+ hitchcock:nbynw.
\item[type:] As in all the audiovisual entry types, the \textsf{type}
field holds the medium of the \textsf{title}, e.g., 8 mm, VHS, DVD,
Blu-ray, MPEG.
@@ -1537,8 +1671,7 @@ by \textsf{biblatex}. Here are the main correspondences:
As with the \textsf{music} type, entries in \textsf{notes-test.bib}
should at least give you a good idea of how all this works. (Cf.\
-17.270, 273; cleese:holygrail, episode:tv, handel:messiah,
-hitchcock:nbynw, loc:city.)
+14.279--80; loc:city, weed:flatiron.)
\subsection{Entry Fields}
\label{sec:entryfields}
@@ -1561,7 +1694,8 @@ 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.)
+\emph{Manual} 14.119, 14.166--168; davenport:attention,
+natrecoff:camera.)
\mybigspace In most \mymarginpar{\textbf{afterword}} circumstances,
this field will function as it does in standard \textsf{biblatex},
@@ -1582,8 +1716,8 @@ 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.)
+\textsf{foreword} and \textsf{introduction}. (See \emph{Manual} 14.91,
+14.116; polakow:afterw.)
\mybigspace At \mymarginpar{\textbf{annotation}} \label{sec:annote}
the request of Emil Salim, \textsf{biblatex-chicago-notes} has, as of
@@ -1591,7 +1725,7 @@ 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
+guidelines (14.59). 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
@@ -1616,20 +1750,23 @@ 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;
+treating one part of the name as a surname (14.92, 14.212;
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,
+followed by the appropriate identifying string (esp.\ 14.87, also
+14.76, 14.126, 14.132, 14.189; 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.
+the head of an entry, and you're not using \textsf{Biber}, you'll need
+to assist \textsf{biblatex}'s sorting algorithms by providing a
+\textsf{sortkey} field to ensure correct alphabetization in the
+bibliography. (See \cmd{DeclareSortingScheme} in
+section~\ref{sec:formatopts}, below.) A \textsf{shortauthor} entry is
+no longer necessary to provide a \textsf{namec} at the head of the
+short note form --- \textsf{biblatex-chicago} now takes care of this
+automatically.
\mylittlespace In the rare cases when this substitution mechanism
isn't appropriate, you have two options: either you can
@@ -1653,13 +1790,20 @@ package begins its search at \textsf{translator} and continues on to
\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.
+wish printed. (Another peculiarity of the system, if you're using
+\textsf{Biber}, is that setting the Chicago-specific
+\texttt{usecompiler} option to \texttt{false} doesn't remove
+\textsf{namec} from the sorting list, whereas the other standard
+\textsf{biblatex} toggles \emph{do} remove their names from the
+sorting list, so in the chaucer:alt case you need the \textsf{sortkey}
+field. See \cmd{DeclareSortingScheme} in
+section~\ref{sec:formatopts}, below.)
\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
+compiler or translator instead (14.90; 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
@@ -1672,7 +1816,7 @@ 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
+pseudonymous authors (14.79--84). 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
@@ -1691,9 +1835,10 @@ 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
+\mylittlespace In \textsf{nameaddon} most entry types (except
+\textsf{customc} and \textsf{review}, which see), this 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
@@ -1704,9 +1849,12 @@ 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}.
+\emph{Manual}, though it is now recommended that, whichever system you
+employ, you include a cross-reference from one name to the other in
+the bibliography. You can do this using a \textsf{customc} entry
+(ashe:creasey, morton:creasey, york:creasey).
-%\enlargethispage{-\baselineskip}
+\enlargethispage{\baselineskip}
\mybigspace In \mymarginpar{\textbf{authortype}}
\textsf{biblatex-chicago}, this field serves a function very much in
@@ -1726,15 +1874,15 @@ 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;
+thing in the short note form. Cf.\ \textsf{author}. (See 14.80--81;
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
+fact in a reference (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).
@@ -1760,7 +1908,7 @@ 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).
+\textsf{pagination}, which see (10.43--44, 14.154--163).
\mybigspace The \mymarginpar{\textbf{booksubtitle}} subtitle for a
\textsf{booktitle}. See the next entry for further information.
@@ -1828,7 +1976,7 @@ 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
+\textsf{biblatex-chicago-notes}, the \emph{Manual} (14.113) 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
@@ -1869,30 +2017,29 @@ entry type gets you what you want.
% \enlargethispage{\baselineskip}
-\mylittlespace A published collection of letters requires a somewhat
-different treatment (17.78). If you cite more than one letter from
+\mylittlespace A published collection of letters requires somewhat
+different treatment (14.117). 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}.)
+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
@@ -1951,11 +2098,12 @@ of the notes \&\ bibliography style.)
\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 \colmarginpar{\textbf{doi}} \textsf{biblatex}
+field, providing the Digital Object Identifier of the work. The 16th
+edition of the \emph{Manual} specifies that, given their relative
+permanence compared to URLs, \enquote{authors should include DOIs
+ rather than URLs for sources that make them readily available}
+(14.6). (14.184; friedman:learn\-ing). Cf.\ \textsf{url}.
\mybigspace Standard \mymarginpar{\textbf{edition}} \textsf{biblatex}
field. If you enter a plain cardinal number, \textsf{biblatex} will
@@ -1974,8 +2122,8 @@ citations (emerson:nature).
\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.
+version 0.8. The \textsf{userd} field now has an entirely different
+function --- please see its documentation below.
\mybigspace As \mymarginpar{\textbf{editor}} far as possible, I have
implemented this field as \textsf{biblatex}'s standard styles do, but
@@ -2079,7 +2227,7 @@ 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)
+appropriate strings. The \emph{Manual} specifically (14.87)
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
@@ -2142,7 +2290,7 @@ 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;
+\textsf{entrysubtype} field. (See \emph{Manual} 14.256--268;
aristotle:metaphy:gr, plato:republic:gr; euripides:orestes is an
example of a translation cited by page number in a modern edition.)
@@ -2162,11 +2310,38 @@ new \textsf{artwork} entry type in order to refer to a work from
antiquity whose title you do not wish to be italicized. Please see
the documentation of \textsf{artwork} above for the details.
-\mybigspace This \mymarginpar{\textbf{eventdate}} is a standard
-\textsf{biblatex} field, added recently to the \textbf{music} entry
-type in case users need it to identify a particular recording session
-or concert. See the documentation of that type above. The field will
-currently be ignored in any other sort of entry.
+\mybigspace Kazuo
+\colmarginpar{\textbf{eprint}\\\textbf{eprintclass}\\\textbf{eprinttype}}
+Teramoto suggested adding \textsf{biblatex's} excellent
+\textsf{eprint} handling to \textsf{biblatex-chicago}, and he sent me
+a patch implementing it. With minor alterations, I have applied it to
+this release, so these three fields now work more or less as they do
+in standard \textsf{biblatex}. They may prove helpful in providing
+more abbreviated references to online content than conventional URLs,
+though I can find no specific reference to them in the \emph{Manual}.
+
+\mybigspace This \colmarginpar{\textbf{eventdate}} is a standard
+\textsf{biblatex} field. In the 15th edition it was barely used, but
+in order to comply with changes in the 16th edition of the
+\emph{Manual} it can now play a significant role in \textsf{music},
+\textsf{review}, and \textsf{video} entries. In \textsf{music}
+entries, it identifies the recording or performance date of a
+particular song (rather than of a whole disc, for which you would use
+\textsf{origdate}), whereas in \textsf{video} entries it identifies
+either the original broadcast date of a particular episode of a TV
+series or the date of a filmed musical performance. In both these
+cases \textsf{biblatex-chicago} will automatically prepend a bibstring
+--- \texttt{recorded} and \texttt{aired}, respectively --- to the
+date, but you can change this string using the new \textsf{userd}
+field, something you'll definitely want to do for filmed musical
+performances (friends:leia, handel:messiah, holiday:fool).
+
+\mylittlespace The field's use in \textsf{review} entries is somewhat
+different. There, it helps to identify a particular comment within an
+online thread. There isn't a particular string associated with it,
+but you can further specify a comment by placing a time\-stamp in
+parentheses in the \textsf{nameaddon} field, in case the date alone
+isn't enough (ac:comment).
\mybigspace As \mymarginpar{\textbf{foreword}} with the
\textsf{afterword} field above, \textsf{foreword} will in general
@@ -2189,8 +2364,7 @@ parentheses, just after the author(s).
\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, and either it or \textsf{pubstate} can be used
-in \textsf{music} entries to clarify publication details.
+for historical reasons.
\mybigspace Standard \mymarginpar{\textbf{institution}}
\textsf{biblatex} field. In the \textsf{thesis} entry type, it will
@@ -2264,19 +2438,19 @@ 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,
+(14.117) 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
+below), the \emph{Manual} (14.109) 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
+bibliography (14.247--248; 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
@@ -2295,7 +2469,7 @@ 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;
+majority of your expected readership (14.108, 14.110, 14.194;
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}
@@ -2330,42 +2504,43 @@ the whole list will be prefixed by the appropriate string
\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,
+\emph{Manual} 14.247--248; ency:britannica, grove:sibelius,
times:guide, wikiped:bibtex.)
-\mybigspace This \mymarginpar{\textbf{location}} is
+\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
+\emph{Manual} (14.135), 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).
+\cmd{autocap\{n\}.p.}\ instead (14.138). For all cities, you should
+use the common English version of the name, if such exists (14.137).
%\enlargethispage{\baselineskip}
-\mylittlespace Two more details need explanation here. In
+\mylittlespace Three 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).
+published (14.191, 14.203; lakeforester:pushcarts, kimluu:diethyl, and
+garrett). For blogs cited using \textsf{article} entries, this is a
+good place to identify the nature of the source --- i.e., the word
+\enquote{blog} --- letting the style automatically provide the
+parentheses (14.246; ellis:blog). Less predictably, it is here that
+\emph{Manual} indicates that a particular book is a reprint edition
+(14.119), 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.
@@ -2405,8 +2580,8 @@ macros \cmd{partedit}, \cmd{parttrans}, \cmd{parteditandtrans},
\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
+\mybigspace This \colmarginpar{\textbf{nameaddon}} field is provided
+by \textsf{biblatex}, though not used by the standard styles. In
\textsf{biblatex-chicago}, it allows you, in most entry types, 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
@@ -2417,12 +2592,22 @@ 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.
-\mylittlespace In the \textsf{customc} entry type, on the other hand,
-which is used to create alphabetized cross-references to other
-bibliography entries, the \textsf{nameaddon} field allows you to
-change the default string linking the two parts of the
-cross-reference. The code automatically tests for a known bibstring,
-which it will italicize. Otherwise, it prints the string as is.
+\mylittlespace In \textsf{review} entries, I have removed the
+automatic provision of square brackets from the field, allowing it to
+be used in at least two ways. First, if you provide your own square
+brackets, then it can have its standard function, as above. Second,
+and new to the 16th edition of the \emph{Manual}, you can further
+specify comments to blogs and other online content using a timestamp
+(in parentheses) that supplements the \textsf{eventdate}, particularly
+when the latter is too coarse a specification to identify a comment
+unambiguously. Cf.\ ac:comment.
+
+\mylittlespace In the \textsf{customc} entry type, finally, which is
+used to create alphabetized cross-references to other bibliography
+entries, the \textsf{nameaddon} field allows you to change the default
+string linking the two parts of the cross-reference. The code
+automatically tests for a known bibstring, which it will italicize.
+Otherwise, it prints the string as is.
\mybigspace Like \mymarginpar{\textbf{nameb}} \textsf{namea}, above,
this is a field left undefined by the standard \textsf{biblatex}
@@ -2441,7 +2626,7 @@ with \textsf{namea} if they are identical. See under the
\cmd{parteditandcomp}, \cmd{parttransandcomp}, and
\cmd{partedittransandcomp} in section~\ref{sec:formatcommands}.
-\mybigspace The \mymarginpar{\textbf{namec}} \emph{Manual} (17.41)
+\mybigspace The \mymarginpar{\textbf{namec}} \emph{Manual} (14.87)
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
@@ -2451,7 +2636,7 @@ 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}
+\textsf{foreword}, or \textsf{afterword}. Since \textsf{biblatex}
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
@@ -2493,10 +2678,12 @@ change from the previous behavior, these algorithms also now test for
\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.
+by any of the non-standard fields \textsf{name[a-c]}, and you're not
+using \textsf{Biber}, then you will need to provide a \textsf{sortkey}
+to assist with alphabetization in the bibliography (cf.\
+\cmd{DeclareSortingScheme} in section~\ref{sec:formatopts}, below.) A
+\textsf{shortauthor} is no longer necessary for the short note form,
+as the style will provide it automatically.
\mybigspace As \mymarginpar{\textbf{note}} in standard
\textsf{biblatex}, this field allows you to provide bibliographic data
@@ -2528,20 +2715,17 @@ 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.)
+\textsf{series}. (See \emph{Manual} 14.128--132 and boxer:china,
+palmatary:pottery, wauchope:ceramics; 14.180--181 and beattie:crime,
+conley:fifthgrade, friedman:learn\-ing, garrett, gibbard, hlatky:hrt,
+mcmillen:antebellum, rozner:liberation, warr:el\-lison.)
\mylittlespace \textbf{NB}: This may be an opportune place to point
-out that the \emph{Manual} (17.129) prefers arabic to roman numerals
+out that the \emph{Manual} (14.154) 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
@@ -2560,29 +2744,43 @@ 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 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}.)
+\mybigspace This \colmarginpar{\textbf{origdate}} \textsf{biblatex}
+field allows you to provide more than one full date specification for
+those references which need it. 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 (14.119, 14.166, 14.169; 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 In \textsf{music} entries, you can use the
+\textsf{origdate} in two separate but related ways. First, it can
+identify the recording date of an entire disc, rather than of one
+track on that disc, which would go in \textsf{eventdate}. (Compare
+holiday:fool with nytrumpet:art.) The style will automatically
+prepend the bibstring \texttt{recorded} to the date, but you can
+change it with the new \textsf{userd} field. Be aware, however, that
+if an entry also has an \textsf{eventdate}, then \textsf{userd} will
+apply to that, instead, and you'll be forced to accept the default
+string. Second, the \textsf{origdate} can provide the original
+release date of an album. For this to happen, you need to put the
+string \texttt{reprint} in the \textsf{pubstate} field, which is a
+standard mechanism across many other entry types for identifying a
+reprinted work. (See floyd:atom.)
\mylittlespace Because the \textsf{origdate} field only accepts
numbers, some improvisation may be needed if you wish to include
@@ -2591,29 +2789,30 @@ numbers, some improvisation may be needed if you wish to include
\textsf{titleaddon}, but in other entry types you may need to use the
\textsf{location} field.
+\enlargethispage{\baselineskip}
+
\mybigspace In \mymarginpar{\textbf{origlanguage}} keeping with the
\emph{Manual}'s specifications, I have fairly thoroughly redefined
\textsf{biblatex}'s facilities for treating translations. The
-\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{origtitle} field isn'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
@@ -2642,22 +2841,41 @@ writing, be one of \texttt{american}, \texttt{brazilian},
%\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 The \colmarginpar{\textbf{origlocation}} 16th edition of
+the \emph{Manual} has somewhat clarified issues pertaining to the
+documentation of reprint editions and their corresponding originals
+(14.166). Starting with this release of \textsf{biblatex-chicago},
+you can provide both an \textsf{origlocation} and an
+\textsf{origpublisher} to go along with the \textsf{origdate}, should
+you so wish, and all of this information will be printed in long notes
+and bibliography. You can now also use this field in a
+\textsf{letter} or \textsf{misc} (with \textsf{entrysubtype}) entry to
+give the place where a published or unpublished letter was written
+(14.117). (Jonathan Robinson has suggested that the
+\textsf{origlocation} may in some circumstances actually be necessary
+for disambiguation, his example being early printed editions of the
+same material printed in the same year but in different cities. The
+new functionality should make this simple to achieve. Cf.\
+\textsf{origdate}, \textsf{origpublisher} and \textsf{pubstate};
+schweitzer:bach.)
+
+\mybigspace As \colmarginpar{\textbf{origpublisher}} with the
+\textsf{origlocation} field just above, the 16th edition of the
+\emph{Manual} has clarified issues pertaining to reprint editions and
+their corresponding originals (14.166). You can now provide an
+\textsf{origpublisher} and/or an \textsf{origlocation} in addition to
+the \textsf{origdate}, and all will be presented in long notes and
+bibliography. (Cf.\ \textsf{origdate}, \textsf{origlocation}, and
+\textsf{pubstate}; schweitzer:bach.)
\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,
+specification (14.203, 14.209; 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
+wish to look at brown:bremer (14.189) 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;
@@ -2680,7 +2898,7 @@ just mentioned the two fields are equivalent.
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
+\emph{Manual} (14.126) 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
@@ -2691,38 +2909,35 @@ association with a \textsf{volume} number, so if you need to identify
field, (which in this case would be \textsf{number}
[palmatary:pottery]). Cf.\ \textsf{volume}.
-\mybigspace Standard \mymarginpar{\textbf{publisher}}
+\mybigspace Standard \colmarginpar{\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,
+14.139--148; 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 \mymarginpar{\textbf{pubstate}} to specific
+subtleties involved here. Two publishers will be separated by a
+forward slash in both notes and bibliography, and you no longer, in
+the 16th edition, need to provide hand formatting if a company issues
+\enquote{certain books through a special publishing division or under
+ a special imprint,} as these, too, should be separated by a forward
+slash. If a book has two co-publishers, \enquote{usually in different
+ countries,} (14.147) 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 (14.143) 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 included some of it in
@@ -2735,16 +2950,20 @@ 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. Please note, also, that this automatic
-mechanism has been disabled in \textsf{music} and \textsf{video}
-entries, as it isn't appropriate to those sorts of material. In the
-latter, \textsf{pubstate} will be silently ignored, whereas in the
-former, for compatibility with the author-date style, the field
-functions as a synonym for \textsf{howpublished}, and will be printed
-verbatim. Currently, if you put anything besides \texttt{reprint} in
-the \textsf{pubstate} field of anything except \textsf{music} entries,
-it too will silently be ignored, but this may change in future
-releases.
+string will be printed twice.
+
+\mylittlespace There are a couple of exceptions to this basic
+functionality. In \textsf{video} entries, no bibstring will be
+printed, as it's not appropriate there, so in effect the
+\textsf{pubstate} field will be ignored. In \textsf{music} entries,
+the mechanism transforms the \textsf{origdate} from a recording date
+for an album into the original release date for that album. Whereas a
+recording date will be printed in the middle of the note or
+bibliography entry, the original release date will be printed near the
+end, preceded by the appropriate string. (Cf.\ 14.276; floyd:atom.)
+Please remember that, currently, if you put anything besides
+\texttt{reprint} 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
@@ -2759,7 +2978,7 @@ purposes. Cf.\ \textsf{annotator} and \textsf{commentator}.
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
+according to the \emph{Manual} (14.115), 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
@@ -2803,48 +3022,45 @@ 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,
+see \emph{Manual} 14.128--132; boxer:china, browning:aurora,
palmatary:pottery, plato:republic:gr, wauchope:ceramics; for
-periodicals, see 17.178; garaud:gatine, sewall:letter.) Cf.\
+periodicals, see 14.195; 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
+\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
+such a reference, and if there is no \textsf{author} it will search
+\textsf{namea}, \textsf{editor}, \textsf{nameb}, \textsf{translator},
+and \textsf{namec}, in that order. (In the case of the non-standard
+names \textsf{name[a-c]}, you will need to provide a \textsf{sortkey}
+if you aren't using \textsf{Biber}. Cf.\ \cmd{DeclareSortingScheme}
+and \cmd{DeclareLabelname} in section~\ref{sec:formatopts}, below.)
+In an author-less \textsf{article} or \textsf{review} entry
+(\textsf{entrysubtype} \texttt{magazine}), where
+\textsf{biblatex-chicago-notes} will use the \textsf{journaltitle} as
+the author, or in author-less \textsf{manual} entries, where the
+\textsf{organization} will be so used, the style 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
+\emph{Manual} (14.87) 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.
+\enlargethispage{\baselineskip}
+
\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
@@ -2854,71 +3070,109 @@ most situations, but if you have set \texttt{useauthor=false} (and not
only \textsf{shorteditor} will be recognized. Cf.\
\textsf{editortype}, above.
-\mybigspace This \mymarginpar{\textbf{shorthand}} is
+\mybigspace This \colmarginpar{\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,
+usual short note form, and in previous releases I left it effectively
+unmodified in \textsf{biblatex-chicago-notes}, apart from a few
+formatting tweaks. For this release, at the request of Kenneth Pearce
+and following some hints in the \emph{Manual}, I have made the system
+considerably more flexible, which I hope might be useful for those
+with specialized formatting needs. In the default configuration, any
+entry which contains a \textsf{shorthand} 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.)
+endnotes, in case these are used.
+
+\mylittlespace For this release, I have provided three new options to
+alter these defaults. First, there is a new citation command,
+\mycolor{\cmd{shorthandcite}}, which will print the \textsf{shorthand}
+even at the first citation. I have only provided the most general
+form of this command, so you'll need to put it inside parentheses or
+in a \cmd{footnote} command yourself. Next, I have included two new
+\texttt{bibenvironments} for use with the \texttt{env} option to the
+\cmd{printshorthands} command: \mycolor{\texttt{losnotes}} is designed
+to allow a list of shorthands to appear inside footnotes, while
+\mycolor{\texttt{losendnotes}} does the same for endnotes. Their main
+effect is to change the font size, and in the latter case to clear up
+some spurious punctuation and white space that I see on my system when
+using endnotes. (You'll probably also want to use the option
+\texttt{heading=none} in order to get rid of the [oversized] default,
+providing your own within the \cmd{footnote} command.) Finally, I
+have provided a new package option, \mycolor{\texttt{shorthandfull}},
+which prints entries in the list of shorthands which contain full
+bibliographical information, effectively allowing you to eschew the
+bibliography in favor of a fortified shorthand list. (See 13.65,
+14.54--55, 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 When \mymarginpar{\textbf{shorthandintro}} you include a
+\mybigspace When \colmarginpar{\textbf{shorthandintro}} you include a
\textsf{shorthand} in an entry, it will ordinarily appear the first
-time you cite the work, at the end of a long note, prefaced by the
-phrase \enquote{Henceforth cited as.} With this standard
-\textsf{biblatex} field, you can change that phrase to suit your
-needs. Please note, first, that you need to include the shorthand in
-this field as you intend it to appear and, second, that you still need
-the \textsf{shorthand} field present in order to ensure the
-appropriate presentation of the shorthand in later citations and in
-the list of shorthands.
-
-\mybigspace A \colmarginpar{\textbf{shorttitle}} standard
+time you cite the work, at the end of a long note, surrounded by
+parentheses and prefaced by the phrase \enquote{hereafter cited as.}
+With this standard \textsf{biblatex} field, you can change that
+formatting and that phrase to suit your needs. Please note, first,
+that you need to include the shorthand in this field as you intend it
+to appear and, second, that you still need the \textsf{shorthand}
+field present in order to ensure the appropriate presentation of that
+shorthand in later citations and in the list of shorthands. Finally,
+I've tried to allow for as many different styles of notification as
+possible, so by default the only punctuation that will appear between
+the rest of the citation and the \textsf{shorthandintro} is a space.
+If you are not enclosing the whole phrase in parentheses, you may need
+to provide additional punctuation in the field itself, e.g.,
+\texttt{\{\textbackslash addperiod\textbackslash space Cited
+ as\ldots\}}.
+
+\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;
+(\enquote{\texttt{to Recipient}}). (See 14.117;
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 \textsf{title} is
used as the \textsf{shortauthor} + \textsf{shorttitle} by using
\cmd{headlesscite} commands. Placing \cmd{isdot} into the
-\textsf{shortauthor} field no longer works in \textsf{biblatex} 1.6
-and later, so be sure to check your .bib files when you upgrade.)
-Remember, also, that the generic titles in \textsf{review} and
-\textsf{misc} entries may not want capitalization in all contexts, so,
-as with the \textsf{title} field, if you begin a \textsf{shorttitle}
-with a lowercase letter the style will do the right thing
-(barcott:review, bundy:macneil, Clemens:letter, kozinn:review,
-ratliff:review, unsigned:ranke).
+\textsf{shortauthor} field no longer works in \textsf{biblatex} 1.6,
+so be sure to check your .bib files when you upgrade.) Remember,
+also, that the generic titles in \textsf{review} and \textsf{misc}
+entries may not want capitalization in all contexts, so, as with the
+\textsf{title} field, if you begin a \textsf{shorttitle} with a
+lowercase letter the style will do the right thing (barcott:review,
+bundy:macneil, Clemens:letter, kozinn:review, ratliff:review,
+unsigned:ranke).
%\enlargethispage{\baselineskip}
-\mybigspace A \mymarginpar{\textbf{sortkey}} standard
+\mybigspace A \colmarginpar{\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
+the solution. Entries with a corporate author can now omit the
+definite or indefinite article, which should help (14.85;
+cotton:manufacture, nytrumpet:art). If you use \textsf{Biber} as your
+backend, \textsf{biblatex-chicago} also now includes the three
+supplemental name fields (\textsf{name[a-c]}) in the sorting
+algorithm, so once again you should find that this field is needed
+less than before. Still, many entries without a name field of any
+sort, particularly those with a definite or indefinite article
+beginning the \textsf{title}, may require assistance (chaucer:alt,
+dyna:browser, gourmet:052006, greek:filmstrip, grove:sibelius,
+lakeforester:pushcarts, nyt:trevorobit, silver:ga\-wain,
+un\-signed:ran\-ke, vir\-gin\-ia:plan\-tation). Lehman also provides
\textbf{sortname}, \textbf{sorttitle}, and \textbf{sortyear} for more
-fine-grained control. Please consult \textsf{biblatex.pdf} for the
-details.
+fine-grained control. Please consult \textsf{biblatex.pdf} and the
+remarks on \cmd{DeclareSortingScheme} in section~\ref{sec:formatopts},
+below.
\mybigspace The \mymarginpar{\textbf{subtitle}} subtitle for a
\textsf{title} --- see next entry.
@@ -2948,21 +3202,21 @@ are as follows:
\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.
+ \textsf{booklet}, \textsf{collection}, \mycolor{\textsf{image}},
+ \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.
+ \textsf{incollection}, \textsf{inproceedings}, \textsf{online},
+ \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{customc}, \textsf{letter}, \textsf{misc}
- (with an \textsf{entrysubtype}), \textsf{review}, and
- \textsf{suppperiodical} entry types.
+ (with an \textsf{entrysubtype}), \mycolor{\textsf{patent}},
+ \textsf{review}, and \textsf{suppperiodical} entry types.
\item[\qquad Italics or Quotation Marks:] All of the audiovisual entry
types --- \textsf{audio}, \textsf{music}, and \textsf{video} ---
have to serve as analogues both to \textsf{book} and to
@@ -2976,7 +3230,7 @@ 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
+8.154--195. 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:
@@ -2985,7 +3239,7 @@ its own, require, then the following rules apply:
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,
+ within the closing quotation mark(s) (14.102; 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
@@ -2993,7 +3247,7 @@ its own, require, then the following rules apply:
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,
+ brought within the closing quotation mark(s). (See 14.177; 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
@@ -3006,10 +3260,11 @@ 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).
+without a subtitle) retains its quotation marks in an italicized title
+\enquote{only if it appears that way in the source,} but always
+retains them when the surrounding title is quoted or plain (14.104,
+14.177; 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
@@ -3102,16 +3357,12 @@ 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 In the \textsf{suppbook} entry type, and in its alias
+\textsf{suppcollection}, you can 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}
+14.116; polakow:afterw, prose:intro).
\mylittlespace You can also use the \textsf{type} field in
\textsf{artwork}, \textsf{audio}, \textsf{image}, \textsf{music}, and
@@ -3125,21 +3376,29 @@ do the right thing in citations. Cf.\ \textsf{artwork},
above, for all the details. (See auden:reading, bedford:photo,
cleese:holygrail, leo:madonna, nytrumpet:art.)
-%\enlargethispage{-\baselineskip}
+\enlargethispage{-\baselineskip}
-\mybigspace Standard \mymarginpar{\textbf{url}} \textsf{biblatex}
+\mybigspace A standard \colmarginpar{\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
+provide one for all entry types. The 16th edition of the
+\textsf{Manual} expresses a strong preference for DOIs over URLs if
+the former is available --- cf.\ \textsf{doi} above, and also
+\textsf{urldate} just below. 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 standard \colmarginpar{\textbf{urldate}} \textsf{biblatex}
+field, it identifies exactly when you accessed a given url, and is
+given in \textsc{iso}8601 format. The 16th edition of the
+\emph{Manual} prefers DOIs to URLs; in the latter case it allows the
+use of access dates, particularly in contexts that require it, but
+prefers that you use revision dates, if these are available. To
+enable you to specify which date is at stake, I have provided the
+\mycolor{\textbf{userd}} field, documented below. If an entry doesn't
+have a \textsf{userd}, then the \textsf{urldate} will be treated, as
+before, as an access date (14.6--8, 14.184; evanston:library,
+grove:sibelius, hlatky:hrt, osborne:poison, sirosh:visualcortex,
+wikiped:bibtex).
\mybigspace A \mymarginpar{\textbf{usera}} supplemental
\textsf{biblatex} field which functions in \textsf{biblatex-chicago}
@@ -3149,30 +3408,7 @@ 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}.
+program (14.221; bundy:macneil).
\mybigspace I \mymarginpar{\textbf{userc}} have now implemented this
supplemental \textsf{biblatex} field as part of Chicago's name
@@ -3189,10 +3425,38 @@ inside your document, or you can place that entry key in the
In the latter case, \textsf{biblatex-chicago} will call \cmd{nocite}
for you, and this method should ensure that there will be at least one
entry in the bibliography to which the cross-reference will point.
-(See 17.39--40; lecarre:cornwell, lecarre:quest.)
-
-\mybigspace NB: \mymarginpar{\textbf{userd}} this field is now
-obsolete. If it appears in a .bib file it will be ignored.
+(See 14.84, 14.86; creasey:ashe:blast, creasey:morton:hide,
+creasey:york:death, lecarre:quest.)
+
+\mybigspace The \colmarginpar{\textbf{userd}} \textsf{userd} field,
+new in this release, acts as a sort of \enquote{\textsf{datetype}}
+field, allowing you in most entry types to identify whether a
+\textsf{urldate} is an access date or a revision date. The general
+usage is fairly simple. If this field is absent, then a
+\textsf{urldate} will be treated as an access date, as has long been
+the default in \textsf{biblatex} and in \textsf{biblatex-chicago}. If
+you need to identify it in any other way, what you include in
+\textsf{userd} will be printed \emph{before} the \textsf{urldate}, so
+phrases like \enquote{\texttt{last modified}} or \enquote{\texttt{last
+ revised}} are what the field will typically contain (14.7--8;
+wikiped:bibtex).
+
+\mylittlespace Because of the rather specialized needs of some
+audio-visual references, this basic schema changes for \textsf{music}
+and \textsf{video} entries. In \textsf{music} entries where an
+\textsf{eventdate} is present, \textsf{userd} will modify that date
+instead of any \textsf{urldate} that may also be present, and it will
+modify an \textsf{origdate} if it is present and there is no
+\textsf{eventdate}. In \textsf{video} entries it will modify an
+\textsf{eventdate} if it is present, and in its absence the
+\textsf{urldate}. Please see the documentation of the \textsf{music}
+and \textsf{video} entry types, and especially of the
+\textsf{eventdate}, \textsf{origdate}, and \textsf{urldate} fields,
+above (14.276--279; nytrumpet:art).
+
+\mylittlespace In all cases, you can start the \textsf{userd} field
+with a lowercase letter, and \textsf{biblatex} will take care of
+automatic contextual capitalization for you.
\mybigspace Another \mymarginpar{\textbf{usere}} supplemental
\textsf{biblatex} field, which \textsf{biblatex-chicago} uses
@@ -3206,14 +3470,14 @@ can translate the title and use that translation in your
\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.)
+(See 14.108--110, 14.194; kern, weresz.)
%\enlargethispage{\baselineskip}
\mybigspace This \mymarginpar{\textbf{userf}} is the last of the
-supplemental fields which \textsf{biblatex} provides, used by
+supplemental fields which \textsf{biblatex} provides, and is used by
\textsf{biblatex-chicago} for a very specific purpose. When you cite
-both a translation and its original, the \emph{Manual} (17.66)
+both a translation and its original, the \emph{Manual} (14.109)
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
@@ -3260,20 +3524,11 @@ field. It holds the volume of a \textsf{journaltitle} in
volume of a multi-volume work in many other sorts of entry. Cf.\
\textsf{part}.
-\mybigspace Standard \mymarginpar{\textbf{volumes}} \textsf{biblatex}
+\mybigspace Standard \colmarginpar{\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.)
+and in the 16th edition of the \emph{Manual} no longer triggers any
+odd changes to the punctuation of short notes (14.159;
+meredith:letters).
\mybigspace A \mymarginpar{\textbf{xref}} modified \textsf{crossref}
field provided by \textsf{biblatex}. See \textbf{crossref}, above.
@@ -3286,7 +3541,7 @@ the \textsf{date} field it allows non-numeric input, so you can put
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.
+leo:madonna, ross:thesis.
\subsection{Commands}
\label{sec:commands}
@@ -3436,7 +3691,7 @@ instead of \cmd{enquote} or the usual \LaTeX\ mechanisms inside their
.bib files. For further details, please see the \cmd{mkbibquote}
entry below.
-\enlargethispage{-\baselineskip}
+%\enlargethispage{-\baselineskip}
\mylittlespace I have retained the code for the \cmd{custpunct}
commands in \textsf{chicago-notes.cbx}, in case a particularly gnarly
@@ -3643,6 +3898,30 @@ prefer a longer citation where you might automatically find
inside a \cmd{footnote} command manually. (See also section
\ref{sec:useropts}, below.)
+\mybigspace I \colmarginpar{\textbf{\textbackslash citeauthor}} have
+adapted this standard \textsf{biblatex} command only very slightly to
+bring it into line with \textsf{biblatex-chicago's} needs. Its main
+usage will probably be for references to works from classical
+antiquity, when an \textsf{author's} name (abbreviated or not)
+sometimes suffices in the absence of a \textsf{title}, e.g.,
+Thuc.\ 2.40.2--3 (14.258). You'll need to put it inside a
+\cmd{footnote} command manually. (Cf.\ also \textsf{entrysubtype} in
+section~\ref{sec:entryfields}, above.)
+
+\mybigspace This \colmarginpar{\textbf{\textbackslash citejournal}}
+command provides an alternative short form when citing journal
+\textsf{articles}, giving the \textsf{journaltitle} and
+\textsf{volume} number instead of the article \textsf{title} after the
+\textsf{author's} name. The \emph{Manual} suggests that this format
+might be helpful \enquote{in the absence of a full bibliography}
+(14.196). It may also prove useful when you want to provide
+parenthetical references to newspaper articles within the text rather
+than in the bibliography, a style endorsed by the \emph{Manual}
+(14.206). In such a case, an article's author, if there is one, could
+form part of the running text. As usual with these general citation
+commands, if you want the reference to appear in a footnote you need
+to put it inside a \cmd{footnote} command manually.
+
\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
@@ -3691,7 +3970,7 @@ discussion of some of the needs this command might help address.
\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
+(14.78, 14.88) 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 ---
@@ -3708,6 +3987,23 @@ 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.
+\mybigspace At \colmarginpar{\textbf{\textbackslash shorthandcite}}
+the request of Kenneth Pearce, I have included this command which
+always prints the \textsf{shorthand}, even at the first citation of a
+given work. Again, I've only provided the most flexible form of the
+command, so you'll need to place it inside parentheses or wrap it in a
+\cmd{footnote} manually.
+
+\mybigspace This \colmarginpar{\textbf{\textbackslash surnamecite}}
+command is analogous to \cmd{headlesscite}, but whereas the latter
+allows you to omit an \textsf{author's} name when that name is obvious
+from the \textsf{title} of a work, \cmd{surnamecite} allows you to
+shorten a full note citation in contexts where the full name(s) of the
+\textsf{author} have already been provided in the text. In short
+notes this falls back to the standard format, but in long notes it
+simply omits the given names of the \textsf{author} and provides only
+the surname, along with the full data of the entry. (Cf.\ 14.52.)
+
\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
@@ -3762,18 +4058,18 @@ form for any reason.
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).
+following the specification (14.29).
\mylittlespace These \colmarginpar{\textsf{\texttt{maxbibnames\\=10\\
minbibnames\\=7}}} two options are new, and control the number
of names printed in the bibliography when that number exceeds 10.
-These numbers follow the recommendations of the \emph{Manual}
-(17.29--30), and they are different from those for use in notes. With
-\textsf{biblatex} 1.6 and later you can no longer redefine
-\texttt{maxnames} and \texttt{minnames} in the \cmd{printbibliography}
-command at the bottom of your document, so \textsf{biblatex-chicago}
-now does this automatically for you, though of course you can change
-them in your document preamble.
+These numbers follow the recommendations of the \emph{Manual} (14.76),
+and they are different from those for use in notes. With
+\textsf{biblatex} 1.6 you can no longer redefine \texttt{maxnames} and
+\texttt{minnames} in the \cmd{printbibliography} command at the bottom
+of your document, so \textsf{biblatex-chicago} now does this
+automatically for you, though of course you can change them in your
+document preamble.
\mylittlespace This \mymarginpar{\texttt{pagetracker=\\true}} enables
page tracking for the \cmd{iffirstonpage} and \cmd{ifsamepage}
@@ -3781,10 +4077,18 @@ commands for controlling, among other things, the printing of
\enquote{Ibid.} It tracks individual pages if \LaTeX\ is in oneside
mode, or whole spreads in twoside mode.
-\mylittlespace This \colmarginpar{\texttt{sortcase=false}} turns off
+\mylittlespace This \mymarginpar{\texttt{sortcase=\\false}} turns off
the sorting of uppercase and lowercase letters separately, a practice
which the \emph{Manual} doesn't appear to recommend.
+\mylittlespace This \colmarginpar{\texttt{sorting=\\}\cmd{cms@choose}}
+new setting tests whether you are using \textsf{Biber} as your
+backend, and if so enables a custom \textsf{biblatex-chicago} sorting
+scheme for the bibliography (\texttt{cms}). If you are using any
+other backend, it reverts to the \textsf{biblatex} default
+(\texttt{nty}). Please see the discussion of
+\cmd{DeclareSortingScheme} just below.
+
\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}.
@@ -3804,16 +4108,87 @@ bibliography items and between items in the list of shorthands
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
+for repeated names in the bibliography (14.63--67, and just below);
+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; 14.19). 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 Gildas Hamel pointed out that my default definition, in
+\textsf{biblatex-chicago.sty}, of \textsf{biblatex's}
+\cmd{bibnamedash} didn't work well with many fonts, leaving a line of
+three dashes separated by gaps. He suggested an alternative, which
+I've adopted, with a minor tweak to make the dash thicker, though you
+can toy with all the parameters to find what looks right with your
+chosen font. The default definition is:
+\cmd{renewcommand*\{\textbackslash bibnamedash\}\{\textbackslash
+ rule[.4ex]\{3em\}\{.6pt\}\}}.
+
+\mylittlespace With
+\colmarginpar{\texttt{losnotes} \&\\\texttt{losendnotes}} this release,
+and at the request of Kenneth Pearce, I have added two new
+\texttt{bibenvironments} to \textsf{chicago-notes.bbx}, for use with
+the \texttt{env} option to the \cmd{printshorthands} command. The
+first, \texttt{losnotes}, is designed to allow a list of shorthands to
+appear inside footnotes, while \texttt{losendnotes} does the same for
+endnotes. Their main effect is to change the font size, and in the
+latter case to clear up some spurious punctuation and white space that
+I see on my system when using endnotes. (You'll probably also want to
+use the option \texttt{heading=none} in order to get rid of the
+[oversized] default, providing your own within the \cmd{footnote}
+command.) Please see the documentation of \textsf{shorthand} in
+section~\ref{sec:entryfields} above for further options available to
+you for presenting and formatting the list of shorthands.
+
+\mylittlespace The \colmarginpar{\cmd{Declare-}\\\texttt{Labelname}}
+next-generation backend \textsf{Biber} offers enhanced functionality
+in many areas, two of which I've implemented in this release.
+\cmd{DeclareLabelname} allows you to add name fields for consideration
+when \textsf{biblatex} is attempting to find a shortened name for
+short notes. This, for example, allows a compiler (=\textsf{namec})
+to appear at the head of short notes without any other intervention
+from the user, rather than requiring a \textsf{shortauthor} field as
+previous releases of \textsf{biblatex-chicago} did. In point of fact,
+I have implemented this functionality in such a way as to make it
+available even to users of other backends, but this required reducing
+its flexibility considerably. When \textsf{biblatex} reaches version
+2.0, \textsf{Biber} will become a requirement, so I recommend getting
+to know it sooner rather than later.
+
+\mylittlespace The
+\colmarginpar{\cmd{Declare-}\\\texttt{SortingScheme}} second
+\textsf{Biber} enhancement I have implemented allows you to include
+almost any field whatsoever in \textsf{biblatex's} sorting algorithms
+for the bibliography, so that a great many more entries will be sorted
+correctly automatically rather than requiring manual intervention in
+the form of a \textsf{sortkey} field or the like. Code in
+\textsf{biblatex-chicago.sty} detects whether you are using
+\textsf{Biber}, and if and only if this is the case changes the
+sorting scheme to a custom one (\texttt{cms}), a Chicago-specific
+variant of the default \texttt{nty}. (You can find its definition in
+\textsf{chicago-notes.cbx}.) Users of all other backends will still
+be using \texttt{nty}.
+
+\mylittlespace The advantages of this scheme are, specifically, that
+any entry headed by one of the supplemental name fields
+(\textsf{name[a-c]}), a \textsf{manual} entry headed by an
+\textsf{organization}, or an \textsf{article} or \textsf{review} entry
+headed by a \textsf{journaltitle} will no longer need a
+\textsf{sortkey} set. The main disadvantage should only occur very
+rarely, and appears because the supplemental name fields are treated
+differently from the standard name fields by \textsf{biblatex}.
+Ordinarily, you can set, for example, \texttt{useauthor=false} in the
+\textsf{options} field to remove the \textsf{author's} name from
+consideration for sorting purposes. The Chicago-specific option
+\textsf{usecompiler=false}, however, doesn't remove \textsf{namec}
+from such consideration, so in an entry like chaucer:alt you \emph{do}
+need a \textsf{sortkey} or else it will be alphabetized by
+\textsf{namec} rather than by \textsf{title}.
+
\subsubsection{{Pre-Set \textsf{chicago} Options}}
\label{sec:chicpreset}
@@ -3833,7 +4208,15 @@ affected entries).
whether any \textsf{doi} fields present in the .bib file will be
printed in notes and bibliography. It defaults to true, and can be
set to false either in the preamble, for the whole document, or on a
-per-entry basis, in the \textsf{options} field.
+per-entry basis, in the \textsf{options} field. In \textsf{online}
+entries, the \textsf{doi} field will always be printed.
+
+\mylittlespace This \colmarginpar{\texttt{eprint=true}} option controls
+whether any \textsf{eprint} fields present in the .bib file will be
+printed in notes and bibliography. It defaults to true, and can be
+set to false either in the preamble, for the whole document, or on a
+per-entry basis, in the \textsf{options} field. In \textsf{online}
+entries, the \textsf{eprint} field will always be printed.
\mylittlespace This \mymarginpar{\texttt{isbn=true}} option controls
whether any \textsf{isan}, \textsf{isbn}, \textsf{ismn},
@@ -3842,16 +4225,16 @@ whether any \textsf{isan}, \textsf{isbn}, \textsf{ismn},
true, and can be set to false either in the preamble, for the whole
document, or on a per-entry basis, in the \textsf{options} field.
-\mylittlespace Once \mymarginpar{\texttt{numbermonth=\\true}} again
-at the request of Scot Becker, I have included this option, which
+\mylittlespace Once \mymarginpar{\texttt{numbermonth=\\true}} again at
+the request of Scot Becker, I have included this option, which
controls the printing of the \textsf{month} field in all the
periodical-type entries when a \textsf{number} field is also present.
Some bibliographic software, apparently, always includes the month of
publication even when a \textsf{number} is present. When all this
-information is available the \emph{Manual} (17.181) prints everything,
-so this option defaults to true, which means the field is printed, but
-it can be set to false either in the preamble, for the whole document,
-or on a per-entry basis in the \textsf{options} field.
+information is available the \emph{Manual} (14.180, 14.185) prints
+everything, so this option defaults to true, which means the field is
+printed, but it can be set to false either in the preamble, for the
+whole document, or on a per-entry basis in the \textsf{options} field.
\mylittlespace This \mymarginpar{\texttt{url=true}} option controls
whether any \textsf{url} fields present in the .bib file will be
@@ -3863,38 +4246,81 @@ printed in \textsf{online} entries, regardless of the state of this
option.
\mylittlespace This \mymarginpar{\texttt{includeall=\\true}} is the
-one option that rules the five preceding, either printing all the
+one option that rules the six preceding, either printing all the
fields under consideration --- the default --- or excluding all of
them. It is set to \texttt{true} in \textsf{chicago-notes.cbx}, but
-you can change it either in the preamble for the whole document or in
-the \textsf{options} field of individual entries. The rationale for
-all of these options is the availability of bibliographic managers
-that helpfully present as much data as possible, in every entry, some
-of which may not be felt to be entirely necessary. Setting
-\texttt{includeall} to \texttt{true} probably works just fine for
-those compiling their .bib databases by hand, but others may find that
-some automatic pruning helps clear things up, at least to a first
-approximation. Some per-entry work afterward may then polish up the
-details.
+you can change it either in the preamble for the whole document or,
+for specific fields, in the \textsf{options} field of individual
+entries. The rationale for all of these options is the availability
+of bibliographic managers that helpfully present as much data as
+possible, in every entry, some of which may not be felt to be entirely
+necessary. Setting \texttt{includeall} to \texttt{true} probably
+works just fine for those compiling their .bib databases by hand, but
+others may find that some automatic pruning helps clear things up, at
+least to a first approximation. Some per-entry work afterward may
+then polish up the details.
+
+\mylittlespace At \colmarginpar{\texttt{addendum=\\true}} the request
+of Roger Hart, I have included this option, which controls the
+printing of the \textsf{addendum} field, but \emph{only} in long
+notes. It defaults to true, and can be set to false either in the
+preamble, for the whole document, or on a per-entry basis, in the
+\textsf{options} field.
+
+\mylittlespace According \colmarginpar{\texttt{bookseries=\\true}} to
+the \emph{Manual} (14.128), the \textsf{series} field in book-like
+entries \enquote{may be omitted to save space (especially in a
+ footnote).} This option allows you to control the printing of that
+field in long notes. It defaults to true, and can be set to false
+either in the preamble, for the whole document, or on a per-entry
+basis, in the \textsf{options} field. Several entry types don't use
+this field, so the option will have no effect in them, and it is also
+ignored in \textsf{article}, \textsf{misc}, \textsf{music},
+\textsf{periodical}, and \textsf{review} entries.
+
+\mylittlespace As \colmarginpar{\texttt{notefield=\\true}} with the
+previous two options, Roger Hart requested an option to control the
+printing of the \textsf{note} field in long notes. It defaults to
+true, and can be set to false either in the preamble, for the whole
+document, or on a per-entry basis, in the \textsf{options} field. The
+option will be ignored in \textsf{article}, \textsf{misc},
+\textsf{periodical}, and \textsf{review} fields.
+
+\mylittlespace This
+\colmarginpar{\vspace{-1\baselineskip}\texttt{completenotes}%
+ \\\vspace{\baselineskip}\texttt{=true}} is the one option that rules
+the three preceding, either printing all the fields under
+consideration --- the default --- or excluding all of them from long
+notes. It is set to \texttt{true} in \textsf{chicago-notes.cbx}, but
+you can change it either in the preamble for the whole document or,
+for specific fields, in the \textsf{options} field of individual
+entries.
\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,
+accordance with the specification (\emph{Manual} 14.87). 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.)
+\textsf{biblatex} field, it may take a little extra effort to get it
+to work smoothly. The package should now automatically take care of
+finding a name for short notes, but it will alphabetize by this name
+in the bibliography only if you use \textsf{Biber}, failing which
+you'll need to provide a \textsf{sortkey} for this purpose. (These
+rules don't apply 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.\
+\cmd{DeclareSortingScheme} and \cmd{DeclareLabelname} in
+section~\ref{sec:formatopts}, above; also, chaucer:alt for an entry
+where, because none of the names provided appear at the head of the
+reference, you will need to provide a \textsf{sortkey} to stop
+\textsf{Biber} using the \textsf{namec} --- because it's not a
+standard name field, you can stop it being printed at the head of the
+entry, but you can't stop it turning up in the sorting algorithms.
\subsubsection{Style Options -- Preamble}
\label{sec:useropts}
@@ -3917,7 +4343,7 @@ 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
+\emph{Manual} (14.19) 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
@@ -3933,10 +4359,10 @@ amount of other formatting, as well. See section~\ref{sec:loading},
below.
\mylittlespace The \mymarginpar{\texttt{juniorcomma}} \emph{Manual}
-(6.49) states that \enquote{commas are no longer required around
- \emph{Jr.}\ and \emph{Sr.},} so by default \textsf{biblatex-chicago}
-has followed standard \textsf{biblatex} in using a simple space in
-names like \enquote{John Doe Jr.} Charles Schaum has pointed out that
+(6.47) states that \enquote{commas are not required around \emph{Jr.}\
+ and \emph{Sr.},} so by default \textsf{biblatex-chicago} has
+followed standard \textsf{biblatex} in using a simple space in names
+like \enquote{John Doe Jr.} Charles Schaum has pointed out that
traditional \textsc{Bib}\TeX\ practice was to include the comma, and
since the \emph{Manual} has no objections to this, I have provided an
option which allows you to turn this behavior back on, either for the
@@ -3973,11 +4399,11 @@ form. For more fine-grained control of individual citations you'll
probably want to use specialized citation commands, instead. See
section \ref{sec:citecommands}.
-\enlargethispage{\baselineskip}
+%\enlargethispage{\baselineskip}
\mylittlespace This \mymarginpar{\texttt{short}} option means that
your text will only use the short note form, even in the first
-citation of a particular work. The \emph{Manual} (16.3) recommends
+citation of a particular work. The \emph{Manual} (14.14) 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
@@ -3986,12 +4412,22 @@ 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 Kenneth Pearce \colmarginpar{\texttt{shorthandfull}}
+has suggested that, in some fields of study, a list of shorthands
+providing full bibliographical information may replace the
+bibliography itself. This option prints this full information in the
+list of shorthands, though of course you should remember that any .bib
+entry not containing a \textsf{shorthand} field won't appear in such a
+list. Please see the documentation of the \textsf{shorthand} field in
+section~\ref{sec:entryfields} above for information on further options
+available to you for presenting and formatting the list of shorthands.
+
\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,
+as far as I can tell, completely clear on this question. In 14.258,
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
@@ -4002,7 +4438,7 @@ of \emph{ibid.}\ instead of the shorthand in such circumstances,
though the default behavior remains the same as it always has.
\mylittlespace This \mymarginpar{\texttt{strict}} still-experimental
-option attempts to follow the \emph{Manual}'s recommendations (16.57)
+option attempts to follow the \emph{Manual}'s recommendations (14.36)
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
@@ -4165,12 +4601,17 @@ 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
+ of Style}, 16th edition. (As this latest edition now recommends
+\enquote{a uniform treatment for the main elements of citation in both
+ of its systems of documentation} [15.2], many of these references
+will in fact be to the chapter on the notes \&\ bibliography style,
+which chapter is, by design, considerably more detailed than that
+devoted to the author-date style.) 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.
@@ -4204,23 +4645,24 @@ 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
+\mybigspace The \colmarginpar{\textbf{article}} \emph{Chicago Manual
+ of Style} (14.170) recognizes three different sorts of periodical
publication, \enquote{journals,} \enquote{magazines,} and
-\enquote{newspapers.} The first (17.150) includes \enquote{scholarly
+\enquote{newspapers.} The first (14.172) 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
+a volume number. The following paragraphs detail how to construct
+your .bib entries for all these sorts of periodical publication.
+
+\mylittlespace 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 wish to cite 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
@@ -4228,30 +4670,57 @@ required by the \emph{Manual}. If, however, you need to refer to a
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,
+\textsf{article}, see \emph{Manual} 14.175--198, 15.9, 15.43--46;
+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.)
+schneider:mittelpleistozaene, terborgh:pre\-ser\-vation,
+wall:ra\-di\-o, warr:ellison, white:callimachus. With
+\textsf{entrysubtype} \texttt{maga\-zine}, cf.\ 14.181, 14.199--202,
+15.47; assocpress:gun, lakeforester:pushcarts, mor\-genson:\-mar\-ket,
+reaves:ro\-sen, stenger:privacy.)
+
+\mylittlespace The \emph{Manual} now suggests that, no matter which
+citation style you are using, it is \enquote{usually sufficient to
+ cite newspaper and magazine articles entirely within the text}
+(15.47). This involves giving the title of the journal and the full
+date of publication in a parenthetical reference, including any other
+information in the main text (14.206), thereby obviating the need to
+present such an entry in the list of references. To utilize this
+method in the author-date style, in addition to a \texttt{magazine}
+\textsf{entrysubtype}, you'll need to place
+\mycolor{\texttt{cmsdate=full}} into the \textsf{options} field,
+including \texttt{skipbib} there as well to stop the entry printing in
+the list of references. If the entry only contains a \textsf{date}
+and \textsf{journaltitle} that's enough, but if it's a fuller entry
+also containing an \textsf{author} then you'll also need
+\texttt{useauthor=false} in the \textsf{options} field. Other surplus
+fields will be ignored. (See osborne:poison.)
\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.
+itself. With the 16th edition's changes to the way titles are
+presented in the author-date style, users need to learn how to present
+this sort of material, which involves using an entry type
+(\textsf{review}) that wasn't necessary in the 15th edition. 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}
+\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
@@ -4263,46 +4732,51 @@ 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}.
+is a generic title like \enquote{review of \ldots,} then you want to
+switch to the \textsf{review} type, where you can simply use the
+\textsf{title} field for it.
\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.)
+this heading. First, since the \emph{Manual} specifies that what goes
+into the \textsf{titleaddon} field of \textsf{article} entries 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
+14.203, 14.205, 14.208; morgenson:market, reaves:rosen.)
+
+\mylittlespace Third, the 16th edition of the \emph{Manual} suggests
+that \enquote{unsigned newspaper articles or features are best dealt
+ with in text \ldots} (14.207). As with newspaper or magazine
+articles in general, you can place \mycolor{\texttt{cmsdate=full}} and
+\texttt{skipbib} into the \textsf{options} field to produce an
+augmented in-text citation whilst keeping this material out of the
+reference list. If you do use the reference list, then the standard
+shorter citation will be sufficient, and in both cases the name of the
+periodical (in the \textsf{journaltitle} field) will be used in place
+of the missing author. Just to clarify: in \textsf{article} or
+\textsf{review} entries, \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. The new default sorting scheme in
+\textsf{biblatex-chicago-authordate} means that you no longer need the
+\textsf{sortkey} field to alphabetize by \textsf{journaltitle} instead
+of \textsf{title}, though you will still need one if you retain the
+definite or indefinite article at the beginning of the
+\textsf{journaltitle}. Also, if you want to abbreviate the
+\textsf{journaltitle} for use in citations, but give the full name in
+the list of references, then the \textsf{shortauthor} field, somewhat
+surprisingly, is the place for it. (See
+section~\ref{sec:authformopts}, below; lakeforester:pushcarts,
+nyt:trevorobit, unsigned:ranke.)
%\enlargethispage{-\baselineskip}
@@ -4340,25 +4814,36 @@ 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.
+\textsf{usera} field. (8.185, 14.221; see bundy:macneil for an
+example of how this all might look in a .bib file. Commercial
+recordings of such material would need one of the audiovisual entry
+types, probably \textsf{audio} or \textsf{video} [friends:leia], while
+recordings from archives fit best into \textsf{misc} entries with an
+\textsf{entrysubtype} [coolidge:speech, roosevelt:speech].)
+
+\mylittlespace Finally, the 16th edition of the \emph{Manual}
+(14.243--6) specifies that blogs and other, similar online material
+should be presented like \textsf{articles}, with \texttt{magazine}
+\textsf{entrysubtype} (ellis:blog). The title of the specific entry
+goes in \textsf{title}, the general title of the blog goes in
+\textsf{journaltitle}, and the word \enquote{\texttt{blog}} in the
+\textsf{location} field (though you could just use special formatting
+in the \textsf{journaltitle} field itself, which may sometimes be
+necessary). Comments on blogs, with generic titles like
+\enquote{comment on} or \enquote{reply to,} need a \textsf{review}
+entry with the same \textsf{entrysubtype}. Such comments make
+particular use of the \textsf{eventdate} and of the \textsf{nameaddon}
+fields; please see the documentation of \textbf{review}, below.
+
+\enlargethispage{\baselineskip}
\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.
+browse through \textsf{dates-test.bib} to get a feel for just how many
+of the \emph{Manual}'s complexities the \textsf{article},
+\textsf{periodical}, and \textsf{review} 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 with any luck the vast
+majority of sources won't require 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
@@ -4369,12 +4854,15 @@ 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.
+chose to include in previous releases were \textsf{artwork} and
+\textsf{image}, the former intended for paintings, sculptures,
+etchings, and the like, the latter for photographs. The 16th edition
+of the \emph{Manual} has modified its specifications for presenting
+photographs so that they are the same as for works in all other media.
+The \textsf{image} type, therefore, is now merely a clone of the
+\textsf{artwork} type, maintained mainly to provide backward
+compatibility for users migrating from the old specification to the
+current one.
\mylittlespace As one might expect, the artist goes in \textsf{author}
and the name of the work in \textsf{title}. The \textsf{type} field
@@ -4387,9 +4875,9 @@ 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.)
+you. (See \emph{Manual} 3.22, 8.193; leo:madonna, bedford:photo.)
-\mylittlespace As a final complication, the \emph{Manual} (8.206) says
+\mylittlespace As a final complication, the \emph{Manual} (8.193) 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}
@@ -4399,43 +4887,60 @@ type with an \textsf{entrysubtype}. Fortunately, in this instance the
other fields in a \textsf{misc} entry function pretty much as in
\textsf{artwork} or \textsf{image}.
-\mybigspace For \mymarginpar{\textbf{audio}} this release of
-\textsf{biblatex-chicago}, following the request of Johan Nordstrom, I
-have included three new entry types, all undefined by the standard
-styles, designed to allow users to present audiovisual sources in
-accordance with the Chicago specifications. The \emph{Manual's}
-presentation of such sources (17.263--273), though admirably brief,
-seems to me somewhat inconsistent. I attempted to condense all the
-requirements into two new entry types, but ended up relying on three,
-the differences between which I shall attempt to delineate here.
-There are likely to be occasions when your choice of entry type is not
-obvious, but at the very least \textsf{biblatex-chicago} should help
-you maintain consistency. For users of the author-date style, it is
-as well to note here that the \emph{Manual} (17.265) suggests that
-\enquote{such materials are best mentioned in running text and grouped
- in the reference list under a subhead,} a suggestion you may wish to
-follow, particularly if your audiovisual entries don't typically
-contain the information --- \textsf{author} and \textsf{date} ---
-needed to produce a parseable parenthetical citation.
+\mybigspace Following \colmarginpar{\textbf{audio}} the request of
+Johan Nordstrom, I have included three entry types, all undefined by
+the standard styles, designed to allow users to present audiovisual
+sources in accordance with the Chicago specifications. The
+\emph{Manual's} presentation of such sources (14.263--273, 15.53),
+though admirably brief, seems to me somewhat inconsistent; the
+proliferation of online sources has made the task yet more complex.
+For the 15th edition I attempted to condense all the requirements into
+two new entry types, but ended up relying on three. For the 16th
+edition, in particular, I also need to include the \textbf{online} and
+even the \textbf{misc} entry types, which see, under the audiovisual
+rubric. I shall attempt to delineate the main differences here, and
+though there are likely to be occasions when your choice of entry type
+is not obvious, at the very least \textsf{biblatex-chicago} should
+help you maintain consistency.
+
+\mylittlespace For users of the author-date style, the 16th edition of
+the \emph{Manual} (15.53) \enquote{recommends a more comprehensive
+ approach to dating audiovisual materials than in previous editions,}
+meaning that nearly all such entries will have some sort of dating
+information and will therefore fit better stylistically with other
+references. In particular, \enquote{the date of the original
+ recording should be privileged in the citation.} Guidance for
+supplying dates for this class of material will be found below under
+the different entry types in use, though it will also be worthwhile to
+look at the documentation of \textsf{date}, \textsf{eventdate},
+\textsf{origdate}, and \textsf{urldate}, in
+section~\ref{sec:fields:authdate}, below. The \emph{Manual} continues
+to suggest, also, that \enquote{it is often more appropriate to list
+ such materials in running text and group them in a separate section
+ or discography}.
\mylittlespace The \textbf{music} type is intended for all musical
recordings that do not have a video component. This means, for
example, digital media (whether on CD or hard drive), vinyl records,
-and tapes. The \textbf{video} type includes (nearly) all visual
-media, whether it be films, TV shows, tapes and DVDs of the preceding
-or of any sort of performance (including music), or online multimedia.
-Finally, the \textbf{audio} type, our current concern, fills gaps in
-the two others, and presents its sources in a more \enquote{book-like}
-manner. Published musical scores need this type --- unpublished ones
-would use \textsf{misc} with an \textsf{entrysubtype} (shapey:partita)
---- as do such favorite educational formats as the slideshow and the
-filmstrip (greek:filmstrip, schubert:muellerin, verdi:corsaro). The
-\emph{Manual} (17.269--270) sometimes uses a similar format for audio
-books and even for films (twain:audio, weed:flatiron), though
-elsewhere these sorts of material are presented as \textsf{music} and
-\textsf{video}, respectively. It would appear to depend on which
-sorts of publication facts you wish to present --- cf.\ \emph{Manual}
-17.269.
+and tapes. The \textbf{video} type includes most visual media,
+whether it be films, TV shows, tapes and DVDs of the preceding or of
+any sort of performance (including music), or online multimedia. The
+\emph{Manual's} treatment (14.280) of the latter suggests that online
+video excerpts, short pieces, and interviews should generally use the
+\textbf{online} type (harwood:biden, horowitz:youtube, pollan:plant).
+The \textbf{audio} type, our current concern, fills gaps in the
+others, and presents its sources in a more \enquote{book-like} manner.
+Published musical scores need this type --- unpublished ones would use
+\textsf{misc} with an \textsf{entrysubtype} (shapey:partita) --- as do
+such favorite educational formats as the slideshow and the filmstrip
+(greek:filmstrip, schubert:muellerin, verdi:corsaro). The
+\emph{Manual} (14.277--280) sometimes uses a similar format for audio
+books (twain:audio), though, depending on the sorts of publication
+facts you wish to present, this sort of material may fall under
+\textsf{music} (auden:reading). Dated audio recordings that are part
+of an archive, online or no, may best be presented in a \textbf{misc}
+entry with an \textsf{entrysubtype} (coolidge:speech,
+roosevelt:speech).
\mylittlespace Once you've accepted the analogy of composer to
\textsf{author}, constructing an \textsf{audio} entry should be fairly
@@ -4449,12 +4954,10 @@ for both books and collections, so while there will normally be an
\textsf{booktitle} and/or a \textsf{maintitle} --- see
schubert:muellerin for an entry that uses all three in citing one song
from a cycle. If the medium in question needs specifying, the
-\textsf{type} field is the place for it. (It is characteristic of
-this entry type that such information is placed after the publisher
-information, whereas in the other audiovisual types their order is
-reversed.) Finally, the \textsf{titleaddon} field can specify
-functions for which \textsf{biblatex-chicago} provides no automated
-handling, e.g., a librettist (verdi:corsaro).
+\textsf{type} field is the place for it. Finally, the
+\textsf{titleaddon} field can specify functions for which
+\textsf{biblatex-chicago} provides no automated handling, e.g., a
+librettist (verdi:corsaro).
\mybigspace This \mymarginpar{\textbf{bookinbook}} type provides the
means of referring to parts of books that are considered, in other
@@ -4465,12 +4968,12 @@ 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,
+its \textsf{title} in italics rather than in quotation marks. (See
+\emph{Manual} 14.114, 14.127, 14.130; 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
+different presentations in 14.127 and 14.130. 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.
@@ -4478,7 +4981,7 @@ 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
+\emph{Manual} (14.249) 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
@@ -4499,45 +5002,54 @@ obsolete, and any such entries in your .bib file will trigger an
error. Please use the standard \textsf{biblatex} \textbf{bookinbook}
type instead.
-\mybigspace This \mymarginpar{\textbf{customc}} entry type has
-undergone a metamorphosis with this release, as I previously warned
-both here and in the RELEASE file. Rather than being a (deprecated)
-alias of the standard \textsf{biblatex} \textbf{suppbook}, it now
-allows you to include the expansions of abbreviations and shorthands
-\emph{inside} the list of references itself, as recommended by the
-\emph{Manual} (17.47), rather than in the list of shorthands.
-
-\mylittlespace In its simplest form, you need merely place the
-abbreviation of the (often institutional) author's name into the
-\textsf{author} field, and its expansion into the \textsf{title}
-field. To make sure it appears in the list of references, you can
-either manually include the entry key in a \cmd{nocite} command, or
-you can put that entry key in the \textsf{userc} field in the main
-.bib entry, in which case \textsf{biblatex-chicago-authordate} will
-print the expanded abbreviation if and only if you cite the main
-entry. (See abbrev:BSI, abbrev:ISO, bsi:abbreviation,
-iso:electrodoc.) Under ordinary circumstances,
-\textsf{biblatex-chicago} will connect the abbreviation and its
-expansion with the word \enquote{\emph{See}} --- or its equivalent in
-the document's language --- in italics. If you wish to present the
-cross-reference differently, you can put the connecting word(s) into
-the \textsf{nameaddon} field.
-
-\mylittlespace I haven't disabled in any way the mechanisms
-\textsf{biblatex} uses to produce the list of shorthands, so the
-\cmd{printshorthands} command will still print that list in your
-document. Judicious use of \texttt{skiplos} in the \textsf{options}
-field will therefore enable simultaneous use of several methods of
-shorthand presentation, if that is useful. It may be as well to
-mention here that the \emph{Manual} (17.39--40) offers other uses for
-this alphabetized cross-referencing system in reference lists, which
-may also prove helpful for the author-date style. See the discussion
-of \textsf{customc} in section~\ref{sec:entrytypes} of the notes \&\
-bibliography docs, above.
+\mybigspace This \colmarginpar{\textbf{customc}} entry type allows you
+to include alphabetized cross-references to other, separate entries in
+the bibliography, particularly to other names or pseudonyms, as
+recommended by the \emph{Manual}. (This is different from the usual
+\textsf{crossref}, \textsf{xref}, and \textsf{userf} mechanisms, all
+primarily designed to include cross-references to other works. Cf.\
+14.84,86). In the 15th edition's specification of the author-date
+style, it allowed you, in particular, to include the expansions of
+abbreviations and shorthands --- usually of corporate \textsf{authors}
+--- \emph{inside} the list of references itself, rather than in the
+list of shorthands. The 16th edition of the \emph{Manual} (15.36),
+however, has a new specification for such corporate authors. As in
+the old specification, the shorthand appears in citations and at the
+head of the entry in the list of references, but its expansion now
+appears within parentheses \emph{directly after} the shorthand, i.e.,
+\emph{within} the same entry. This means you no longer need the
+\textsf{customc} entry for shorthands of this sort. (See
+\textsf{shorthand}, below; bsi:abbreviation, iso:electrodoc.)
+
+\mylittlespace I should add immediately that, as I read the
+specification (14.84,86, 15.34), the alphabetized cross-references
+provided by \textsf{customc} are particularly encouraged, bordering on
+required, when a reference list \enquote{includes two or more works
+ published by the same author but under different pseudonyms.} The
+following entries in \textsf{dates-test.bib} show one way of
+addressing this: crea\-sey:ashe:blast, crea\-sey:york:death,
+crea\-sey:mor\-ton:hide, ashe:crea\-sey, york:crea\-sey and
+mor\-ton:crea\-sey. In these latter cases, you would need merely to
+place the pseudo\-nym in the \textsf{author} field, and the author's
+real name, under which his or her works are presented in the
+bibliography, in the \textsf{title} field. To make sure the
+cross-reference also appears in the bibliography, you can either
+manually include the entry key in a \cmd{nocite} command, or you can
+put that entry key in the \textbf{userc} field in the main .bib entry,
+in which case \textsf{biblatex-chicago} will print the expanded
+abbreviation if and only if you cite the main entry. (Cf.\
+\textsf{userc}, below.)
+
+\mylittlespace Under ordinary circumstances, \textsf{biblatex-chicago}
+will connect the two parts of the cross-reference with the word
+\enquote{\emph{See}} --- or its equivalent in the document's language
+--- in italics. If you wish to present the cross-reference
+differently, you can put the connecting word(s) into the
+\textsf{nameaddon} field.
\mylittlespace Finally, you may need to use this entry type if you
wish to include a comment inside the parentheses of a citation, as
-specified by the \emph{Manual} (16.111). If you have a
+specified by the \emph{Manual} (15.23). If you have a
\textsf{postnote}, then you can manually provide the punctuation and
comment there, e.g., \cmd{autocite[4; the unrevised
trans.]\{stendhal:parma\}}. Without a \textsf{postnote}, you'll
@@ -4548,14 +5060,15 @@ just the text of the comment in the \textsf{title} field,
text and the comment will do the trick, e.g.,
\cmd{autocites\{chicago:manual\}\{chicago:comment\}}.
-\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 This \colmarginpar{\textbf{image}} entry type, left
+undefined in the standard styles, was in previous releases of
+\textsf{biblatex-chicago} intended for referring to photographs, but
+the 16th edition of the \emph{Manual} has changed its specifications
+for such works, which are now treated the same as works in all other
+media. This means that this entry type is now a clone of the
+\textsf{artwork} type, which see. I retain it here as a convenience
+for users migrating from the old to the new specification. (See 3.22,
+8.193; bedford:photo.)
\mybigspace These \mymarginpar{\textbf{inbook}\\\textbf{incollection}}
two standard \textsf{biblatex} types have very nearly identical
@@ -4565,30 +5078,34 @@ concerned, but I have retained both of them for compatibility.
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
+ 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 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. There is, of course, nothing to prevent you from using the
-mechanism when referring to, e.g., chapters from a single-author book,
-but you'll have to use \textsf{incollection} instead of
-\textsf{inbook}.) 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.)
+\emph{Manual} (14.113) specifies a \enquote{multiauthor book,} at
+least in the chapter devoted to the notes \&\ bibliography style. The
+author-date chapter (15.37) is less clear, but the intent seems
+similar. (For more on this mechanism see \textbf{crossref}, below,
+and note that it is also active in \textsf{letter} and
+\textsf{inproceedings} entries. There is, of course, nothing to
+prevent you from using the mechanism when referring to, e.g., chapters
+from a single-author book, but you'll have to use
+\textsf{incollection} instead of \textsf{inbook}.) 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} 14.111--114, 15.37; \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
@@ -4601,9 +5118,9 @@ 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
+even though the \emph{Manual} doesn't specify its use (14.226).
+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.
@@ -4614,7 +5131,7 @@ aliased to \textsf{incollection} in the standard styles, but the
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).
+(14.247--248).
\mylittlespace One thing, at least, seems clear. If your reference
work can easily or conveniently be presented like a regular book, that
@@ -4674,24 +5191,19 @@ This name will be printed in parentheses after the entry's name
\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 \colmarginpar{\textbf{letter}} entry type was designed
+(wikiped:bibtex, grove:sibelius). The author-date style will
+automatically use this as the identifying date in citations and the
+list of references, assuming a more conventional \textsf{date} isn't
+available. Please note, however, that the automatic provision of the
+\enquote{n.d.} abbreviation, in the absence of any sort of date
+whatsoever, has been turned off for \textsf{inreference} entries, as
+for \textsf{misc} and \textsf{reference} entries.
+
+\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
+below.) The author-date specification (15.40), 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
@@ -4733,15 +5245,13 @@ 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.)
+author and as publisher. (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 14.92; 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
@@ -4760,21 +5270,28 @@ 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.)
+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 by default. It is quite possible, though somewhat
+unusual, for archival material to have a specific title, rather than a
+generic one. In these cases, you will need to enclose the title
+inside a \cmd{mkbibquote} command manually. Cf.\ coolidge:speech,
+roosevelt:speech, shapey:partita. As a rule, and as with the
+\textsf{letter} type, the \emph{Manual} (15.49) 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, 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
+14.219-220, 14.231, 14.232-242; 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}
@@ -4801,15 +5318,16 @@ 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.)
+unpublished letters are of the form \texttt{Author to Recipient},
+further information can be given in the \textsf{titleaddon} field,
+while the \textsf{origlocation} field can hold the place where the
+letter was written. 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 (14.238) 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
@@ -4819,31 +5337,36 @@ 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).
+the Bible, and also certain other sacred texts (14.252--55; 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
+\emph{Manual} (14.232) 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 This \mymarginpar{\textbf{music}} is one of three new
-audiovisual entry types, and is intended primarily to aid in the
-presentation of musical recordings that do not have a video component,
-though it can also include audio books (auden:reading). A DVD or VHS
-of an opera or other performance, by contrast, should use the
-\textbf{video} type instead (handel:messiah). Because
-\textsf{biblatex} --- and \textsc{Bib}\TeX\ before it --- were
-designed primarily for citing book-like objects, some choices needed
-to be made in assigning the various roles found on the back of a CD to
-the fields in a typical .bib entry. I have also implemented several
-new bibstrings to help in identifying these roles within entries. If
-you can think of a simpler way to distribute the roles, please let me
-know, so that I can consider making changes before anyone gets used to
-the current equivalences.
+\mybigspace The \colmarginpar{\textbf{music}} 16th edition of the
+manual has revised its recommendations more for this type than for any
+other, so the notes which follow present several large changes that
+you'll need to make to your .bib files. The good news is that some,
+though by no means all, of those changes involve considerable
+simplifications. \textbf{Music} is one of three audiovisual entry
+types, and is intended primarily to aid in the presentation of musical
+recordings that do not have a video component, though it can also
+include audio books (auden:reading). A DVD or VHS of an opera or
+other performance, by contrast, should use the \textbf{video} type
+instead (handel:messiah). Because \textsf{biblatex} --- and
+\textsc{Bib}\TeX\ before it --- were designed primarily for citing
+book-like objects, some choices needed to be made in assigning the
+various roles found on the back of a CD to the fields in a typical
+.bib entry. I have also implemented several bibstrings to help in
+identifying these roles within entries. If you can think of a simpler
+way to distribute the roles, please let me know, so that I can
+consider making changes before anyone gets used to the current
+equivalences.
\mylittlespace These equivalences, in summary form, are:
@@ -4871,120 +5394,155 @@ the current equivalences.
song title, in which latter case the album title would go into
\textsf{booktitle}. The \textsf{maintitle} might be necessary for
something like a box set of \emph{Complete Symphonies}.
-\item[series, number:] These two are closely associated, and are
- intended for presenting the catalog information provided by the
- music publisher, especially in the case when a publisher oversees
- more than one label. In nytrumpet:art, for example, the
- \textsf{series} field holds the label (\texttt{Vox/Turnabout} and
- the \textsf{number} field the catalog number (\texttt{PVT 7183}).
- You can certainly put all of this information into one of the above
- fields, but separating it may help make the .bib entry more
- readable.
-\item[howpublished/pubstate:] The \emph{Manual} (17.268) follows the
- rather specialized requirements for presenting publishing
- information for musical recordings. The normal symbol for musical
- copyright is\ \texttt{\textcircledP} (Unicode point u+2117, SOUND
- RECORDING COPYRIGHT), but other copyrights \texttt{\textcopyright}
- are often also asserted. The \textsf{howpublished} field is the
- place for these symbols, and it may also have to hold a year
- designation if the \texttt{\textcircledP} and the
- \texttt{\textcopyright} apply to different years, as sometimes
- happens. In keeping with its general usage in the author-date
- style, but also recognizing the peculiarities of this entry type, I
- have made the \textsf{pubstate} field a synonym for
- \textsf{howpublished}. Please choose only one of them per entry,
- and remember that the automatic presentation of reprints via the
- \textsf{pubstate} field is disabled in \textsf{music} entries. (See
+\item[\mycolor{publisher, series, number:}] These three closely-
+ associated fields are intended for presenting the catalog
+ information provided by the music publisher. The 16th edition
+ generally only requires the \textsf{series} and \textsf{number}
+ fields (nytrumpet:art), which hold the record label and catalog
+ number, respectively. Alternatively, \textsf{publisher} would
+ function as a synonym for \textsf{series} (holiday:fool), but there
+ may be cases when you need or want to specify a publisher in
+ addition to a label, as was the general requirement in the 15th
+ edition. (This might happen, for example, when a single publisher
+ oversees more than one label.) You can certainly put all of this
+ information into one of the above fields, but separating it may help
+ make the .bib entry more readable.
+\item[\mycolor{howpublished/pubstate:}] The 16th edition of the
+ \emph{Manual} (14.276, 15.53) has rather helpfully eliminated any
+ reference to the specialized symbols (\texttt{\textcircledP} \&\
+ \texttt{\textcopyright}) found in the 15th edition for presenting
+ publishing information for musical recordings. This means that the
+ \textsf{howpublished} field is now obsolete, and you can remove it
+ from \textsf{music} entries in your .bib files. The
+ \textsf{pubstate} field, therefore, can revert to its standard use
+ for identifying reprints. In \textsf{music} entries, putting
+ \texttt{reprint} here will transform the \textsf{origdate} from a
+ recording date for an entire album into an original release date for
+ that album, notice of which will be printed towards the end of a
+ reference list entry, always assuming that the \textsf{origdate}
+ hasn't already appeared at the head of the entry and in citations.
+\item[\mycolor{date, eventdate, origdate:}] As though to compensate
+ for the simplification I've just mentioned, the \textsf{Manual} now
+ \enquote{recommends a more comprehensive approach to dating
+ audiovisual materials than in previous editions} (15.53). Indeed,
+ \enquote{citations without a date are generally unacceptable}
+ (14.276), while if there is more than one date \enquote{the date of
+ the original recording should be privileged} (15.53). Finding
+ these dates may take some research, but they will basically fall
+ into two types, i.e., the date of the recording or the copyright /
+ publishing date. Recording dates go either in \textsf{origdate}
+ (for complete albums) or \textsf{eventdate} (for individual tracks).
+ The current copyright or publishing date goes in the \textsf{date}
+ field, while the original release date goes in \textsf{origdate}.
+ You may have noticed that the \textsf{origdate} has two slightly
+ different uses --- you can tell \textsf{biblatex-chicago} which sort
+ you intend by using the string \texttt{reprint} in the
+ \textsf{pubstate} field, which transforms the \textsf{origdate} from
+ a recording date into an original release date. The style will
+ automatically use the \textsf{eventdate} or the \textsf{origdate} in
+ citations and at the head of the list of references, falling back on
+ a \textsf{date} or even a \textsf{urldate} in their absence. It
+ will also prepend the bibstring \texttt{recorded} to any part of the
+ \textsf{eventdate} that doesn't appear at the head of the list of
+ references or, in the absence of the \textsf{pubstate} mechanism, to
+ the \textsf{origdate}, or indeed to both. You can modify what is
+ printed here using the new \mycolor{\textsf{userd}} field, which
+ acts as a sort of date type modifier. In \textsf{music} entries,
+ \textsf{userd} will be prepended to an \textsf{eventdate} if there
+ is one, barring that to the \textsf{origdate}, and to a possible
+ \textsf{urldate} absent those two, the latter behavior being the
+ standard across most other entry types. (See holiday:fool,
nytrumpet:art.)
-\item[date, publisher:] Ordinarily, you can use a combination of the
- \textsf{date} and \textsf{origdate} fields, along with the
- \texttt{cmsdate} entry option, to present the various dates of
- publication and republication of a work. This will mostly still
- work in \textsf{music} entries, but, as I just pointed out, the
- automatic presentation of reprints via the \textsf{pubstate} field
- has been turned off, as it doesn't provide a good fit for the
- materials at hand. Instead, the \textsf{howpublished} or
- \textsf{pubstate} field can be used manually to present the
- publishing complexities, including year information that won't be
- placed at the head of an entry. Any year data you do wish placed
- there needs to go in \textsf{date} or \textsf{origdate}, as usual.
- Thankfully, the \textsf{publisher} field itself is self-explanatory.
\item[type:] As in all the audiovisual entry types, the \textsf{type}
field holds the medium of the recording, e.g., vinyl, 33 rpm,
8-track tape, cassette, compact disc, mp3, ogg vorbis.
\end{description}}
-I should also note here that I have implemented the standard
-\textsf{biblatex} \textbf{eventdate} field, in case you need
-it to identify a particular recording session or concert. It will be
-printed just after the \textsf{title}. The entries in
-\textsf{dates-test.bib} should at least give you a good idea of how
-this all works, and that file also contains an example of an audio
-book presented in a \textsf{music} entry. If you browse the examples
-in the \emph{Manual} you will see that no author-date examples are
-given, so I have generally adopted the formatting decisions I made for
-the notes \&\ bibliography style. Arguments as to why I'm wrong will,
-of course, be entertained. (Cf. 17.268; auden:reading,
-beethoven:sonata29, bernstein:shostakovich, nytrumpet:art.)
-
-\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.
+The entries in \textsf{dates-test.bib} should at least give you a good
+idea of how this all works, and that file also contains an example of
+an audio book presented in a \textsf{music} entry. If you browse the
+examples in the \emph{Manual} you will see some variations in the
+formatting choices there, from which I have made selections for
+\textsf{biblatex-chicago}. It wasn't always clear to me that these
+variations were rules as opposed to possibilities, so I've ignored
+some of them in the code. Arguments as to why I'm wrong will, of
+course, be entertained. (Cf. 14.276--77, 15.53; \textsf{eventdate},
+\textsf{origdate}, \textsf{userd}; \cmd{DeclareLabelyear} in
+section~\ref{sec:authformopts} and \texttt{avdate} in
+section~\ref{sec:authpreset}; auden:reading, beethoven:sonata29,
+bernstein:shostakovich, floyd:atom, holiday:fool, nytrumpet:art,
+rubinstein:chopin.)
+
+\mybigspace The \colmarginpar{\textbf{online}} \emph{Manual}'s
+scattered instructions (14.4--13, 14.166--169, 14.184--185, 14.200,
+14.223, 14.243--246, 15.4, 15.9) 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 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}). The 16th edition's suggestions for blogs lend
+themselves well to the \textsf{article} type, too, while comments
+become, logically, \textsf{reviews} (14.243--6; ellis:blog,
+ac:comment). Otherwise, for online documents not \enquote{formally
+ published,} the \textsf{online} type is usually the best choice
+(evanston:library, powell:email). Online videos, in particular short
+pieces or those that present excerpts of some longer event or work,
+and also online interviews, usually require this type, too. (See
+harwood:biden, horowitz:youtube, pollan:plant, but cp.\ weed:flatiron,
+a complete film, which requires a \textsf{video} entry. Online audio
+pieces, particularly dated ones from an archive, work best as
+\textsf{misc} entries with an \textsf{entrysubtype}: coolidge:speech,
+roosevelt:speech.) 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.
+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. It is worth remarking here, too, that the 16th edition of
+the \emph{Manual} (14.7--8) prefers, if they're available, revision
+dates to access dates when documenting online material. See
+\textsf{urldate} and \textsf{userd}, below.
-\enlargethispage{\baselineskip}
+%\enlargethispage{\baselineskip}
-\mybigspace The \mymarginpar{\textbf{patent}} \emph{Manual} is very
-brief on the subject of patents (17.219), but very clear about which
+\mybigspace The \colmarginpar{\textbf{patent}} \emph{Manual} is very
+brief on the subject of patents (15.50), 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
+with other \textsf{biblatex} styles. In a change to previous
+practice, the 16th edition of Chicago's author-date style prefers the
+\emph{later} of the two possible dates to appear in citations and at
+the head of the entry in the list of references. 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},
+bibstring \texttt{patentissued} will automatically be prepended, and
+it is this later date that will head the entry and appear in
+citations. 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.
+after the \textsf{author}, if you provide one. Finally, the 16th
+edition of the \emph{Manual} capitalizes the \textsf{title}
+sentence-style, which seems to be the generally-accepted convention,
+across both Chicago styles. As I've removed all of the automatic
+down-casing code from previous editions, you may need manually to
+revise the \textsf{title} field to provide the lowercase letters. See
+petroff:impurity.
\mybigspace This \mymarginpar{\textbf{periodical}} is the standard
\textsf{biblatex} entry type for presenting an entire issue of a
@@ -4998,7 +5556,7 @@ citing is a \enquote{newspaper} or \enquote{magazine} instead of a
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.)
+style. (See \emph{Manual} 14.187; good:wholeissue.)
\mybigspace This \mymarginpar{\textbf{reference}} entry type is
aliased to \textsf{collection} by the standard \textsf{biblatex}
@@ -5015,7 +5573,7 @@ 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
+thin on the ground in the \emph{Manual} (14.249), 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
@@ -5029,18 +5587,108 @@ Technical Report Number of a technical report. As in standard
report type in \textsf{note} and the \textsf{institution} in
\textsf{publisher}. (See herwign:office.)
-\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,
+\mybigspace The \colmarginpar{\textbf{review}} \textsf{review} entry
+type wasn't, strictly speaking, necessary for the 15th edition
+author-date specification. With the major changes to the presentation
+of the title fields in the 16th edition, however, it has now become
+necessary for author-date users to familiarize themselves with it as a
+means of coping with the \emph{Manual}'s complicated requirements for
+citing periodicals of all sorts. 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, online comments
+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 --- 14.221
+--- 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 14.202--203, 14.205, 14.208,
+14.214--217, 14.221, 15.47; barcott:review, bundy:macneil,
Clemens:letter, gourmet:052006, kozinn:review, nyt:trevorobit,
-ratliff:review, unsigned:ranke, wallraff:word.)
+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 14.215; ratliff:review.)
+
+\mylittlespace The \emph{Manual} now suggests that, no matter which
+citation style you are using, it is \enquote{usually sufficient to
+ cite newspaper and magazine articles entirely within the text}
+(15.47). This involves giving the title of the journal and the full
+date of publication in a parenthetical reference, including any other
+information in the main text (14.206), thereby obviating the need to
+present such an entry in the list of references. To utilize this
+method in the author-date style, in addition to a \texttt{magazine}
+\textsf{entrysubtype}, you'll need to place
+\mycolor{\texttt{cmsdate=full}} into the \textsf{options} field,
+including \texttt{skipbib} there as well to stop the entry printing in
+the list of references. If the entry only contains a \textsf{date}
+and \textsf{journaltitle} that's enough, but if it's a fuller entry
+also containing an \textsf{author} then you'll also need
+\texttt{useauthor=false} in the \textsf{options} field. Other surplus
+fields will be ignored. (See osborne:poison.)
+
+\mylittlespace Most of 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. \textsf{Author}-less reviews are treated
+just like similar newspaper articles --- the \textsf{journaltitle}
+replaces the author in citations and heads the entry in the list of
+references. The sorting of such entries isn't an issue, as it's
+solved by \textsf{Biber} (14.217; gourmet:052006, nyt:trevorobit,
+unsigned:ranke, and see \cmd{DeclareSortingScheme} in
+section~\ref{sec:authformopts}, below.). 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, so you can start the \textsf{title} field with a
+lowercase letter and let the automatic field formatting with
+\cmd{autocap} do its work, though this isn't strictly necessary with
+\textsf{biblatex-chicago-authordate}.
+
+\mylittlespace One detail of the \textsf{review} type is new to both
+specifications, and responds to the needs of the 16th edition of the
+\emph{Manual}. As I mentioned above, blogs are best treated as
+\textsf{articles} with \texttt{magazine} \textsf{entrysubtype},
+whereas comments on those blogs --- or on any similar sort of online
+content --- need the \textsf{review} type with the same
+\textsf{entrysubtype}. What they will frequently also need is a date
+of some sort closely associated with the comment (14.246; ac:comment),
+so I have now included the \mycolor{\textsf{eventdate}} in
+\textsf{review} entries for just this purpose. The \textsf{eventyear}
+will appear in citations and at the head of the reference list entry,
+while the remainder of the \textsf{eventdate} will be printed just
+after the \textsf{title}. If, in addition, you need an identifying
+timestamp, then the \textsf{nameaddon} field is the place for it, but
+you'll have to provide your own parentheses, in order to preserve the
+possibility of providing pseudonyms in square brackets that is the
+standard function of this field in all other entry types, and possibly
+in the the \textsf{review} type as well. (Cf.\ the documentation of
+\textsf{eventdate} in section~\ref{sec:fields:authdate},
+\cmd{DeclareLabelyear} in section~\ref{sec:authformopts}, and
+\texttt{avdate} in section~\ref{sec:authpreset}.)
%\enlargethispage{\baselineskip}
@@ -5069,17 +5717,21 @@ depending on the context. Examples might be \enquote{\texttt{preface
that unless you use a \cmd{bibstring} command in the \textsf{type}
field, the resultant entry will not be portable across languages.)
+\enlargethispage{-\baselineskip}
+
\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).
+author of the main text of the work, if the two differ. For the 16th
+edition \colmarginpar{New!}, the \emph{Manual} requires that you
+include the page range for the cited part in the list of references.
+As ever, 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} 14.116; friedman:intro, polakow:afterw, prose:intro).
\mybigspace This \mymarginpar{\textbf{suppcollection}} fulfills a
function analogous to \textsf{suppbook}. Indeed, I believe the
@@ -5087,18 +5739,17 @@ function analogous to \textsf{suppbook}. Indeed, I believe the
both types of work, so this entry type is an alias to
\textsf{suppbook}, which see.
-\mybigspace This \mymarginpar{\textbf{suppperiodical}} type is
+\mybigspace This \colmarginpar{\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.
-
-\mybigspace This \mymarginpar{\textbf{video}} is the last of the new
+purpose, so in both Chicago styles \textsf{suppperiodical} is an alias
+of \textsf{review}. In the 16th edition of the author-date style, as
+discussed above, the use of this latter entry type has become
+necessary, so please see its documentation for instructions on how to
+construct a .bib entry for such works.
+
+\mybigspace This \mymarginpar{\textbf{video}} is the last of the three
audiovisual entry types, and as its name suggests it is intended for
citing visual media, be it films of any sort or TV shows, broadcast,
on the Net, on VHS, DVD, or Blu-ray. As with the \textsf{music} type
@@ -5128,48 +5779,53 @@ by \textsf{biblatex}. Here are the main correspondences:
identify performers, as they usually don't need further specifying
and this role prevents \textsf{biblatex} from falling back on the
default \texttt{editor} bibstring.
-\item[title, titleaddon, booktitle, maintitle:] As with the other
- audiovisual types, \textsf{video} serves as an analogue both to
- books and to collections, so the \textsf{title} may be of a whole
- film DVD or of a TV series, or it may identify one episode in a
- series or one scene in a film. In the latter cases, the title of
- the whole would go in \textsf{booktitle}. The \textsf{titleaddon}
- field may be useful for specifying the season and/or episode number
- of a TV series, or for any other information that needs to come
- between the \textsf{title} and the \textsf{booktitle}
- (cleese:holygrail, episode:tv, handel:messiah). As in the
- \textsf{music} type, \textsf{maintitle} may be necessary for a boxed
- set or something similar.
-\item[date, origdate, pubstate:] The publication details of this sort
- of material are usually straightforward, at least compared with the
- \textsf{music} type, but there will be occasions when you need two
- dates. When citing an episode of a long-running TV series you may
- need both a date for the episode and either a range for the whole
- run or a year for the release of the box set, and when citing a film
- on DVD you may want to present both the original release date and
- the date of release on DVD. In these cases, the usual
- \textsf{chicago-authordate} mechanisms for choosing the date to
- appear at the head of an entry apply. You can also use the standard
+\item[title, titleaddon, booktitle, \mycolor{booktitleaddon},
+ maintitle:] As with the other audiovisual types, \textsf{video}
+ serves as an analogue both to books and to collections, so the
+ \textsf{title} may be of a whole film DVD or of a TV series, or it
+ may identify one episode in a series or one scene in a film. In the
+ latter cases, the title of the whole would go in \textsf{booktitle}.
+ The \mycolor{\textsf{booktitleaddon}} field, in a change from the
+ 15th edition, may be useful for specifying the season and/or episode
+ number of a TV series, while the \textsf{titleaddon} is for any
+ information that needs to come between the \textsf{title} and the
+ \textsf{booktitle} (cleese:holygrail, episode:tv, handel:messiah).
+ As in the \textsf{music} type, \textsf{maintitle} may be necessary
+ for a boxed set or something similar.
+\item[\mycolor{date, eventdate, origdate}, pubstate:] The 16th edition
+ of the \textsf{Manual} now \enquote{recommends a more comprehensive
+ approach to dating audiovisual materials than in previous
+ editions} (15.53). Indeed, \enquote{citations without a date are
+ generally unacceptable} (14.276), while if there is more than one
+ date \enquote{the date of the original recording should be
+ privileged} (15.53). As with \textsf{music} entries, in order to
+ follow these specifications I have had to provide three separate
+ date fields for citing \textsf{video} sources, but their uses differ
+ somewhat between the two types. In both, the \textsf{date} will
+ generally provide the publishing or copyright date of the medium you
+ are referencing. More specific to this entry type, the
+ \textsf{origdate} will generally hold the date of the original
+ theatrical release of a film, while the \textsf{eventdate} will most
+ commonly present either the broadcast date of a particular TV
+ program, or the recording/performance date of, for example, an opera
+ on DVD. The style will automatically prepend the bibstring
+ \texttt{broadcast} to such a date, though you can use the new field
+ \mycolor{\textsf{userd}} to change the string printed there.
+ (Absent an \textsf{eventdate}, the \textsf{userd} field in
+ \textsf{video} entries will revert to modifying the
+ \textsf{urldate}, the standard behavior in all but these and
+ \textsf{music} entries.) Typically, any given \textsf{video} entry
+ will only need an \textsf{eventdate} \emph{or} an \textsf{origdate},
+ and it is this date that will appear in citations and at the head of
+ the entry in the reference list. It's conceivable that you may need
+ all three dates, in which case you can also use the standard
\textsf{pubstate} field with \texttt{reprint} in it to control the
- printing of the original date in parentheses at the end of the
- entry, though I have altered the string that is printed there (see
- next item). I have also disabled the printing of the
- \cmd{bibstring\{reprint\}} before the publication information, as it
- doesn't really apply to this class of material. Cf.\ episode:tv,
- hitchcock:nbynw; \textsf{pubstate}, below.
-\item[entrysubtype:] In most entry types, the string printed in
- parentheses to date the original appearance of a work is
- \enquote{\texttt{Orig.\ pub.}} This won't work in \textsf{video},
- so by default in this entry type it will print
- \enquote{\texttt{Orig.\ released.}} As this isn't quite right for
- TV shows, you can place the exact string \texttt{tv} into the
- \textsf{entrysubtype} field to obtain \enquote{\texttt{Orig.\
- shown.}} Alternatively, you can put whatever you like in the
- \textsf{pubstate} field, including parentheses and the year if you
- want them, and all of it will appear where it should. (The
- \emph{Manual} gives no guidance on presenting televisual materials,
- so I've improvised. Any improvements will be gratefully
- considered.)
+ printing of the \textsf{origdate} at the end of the entry, though I
+ have altered the string that is printed there. Cf.\ friends:leia,
+ handel:messiah, hitchcock:nbynw; \textsf{pubstate}, below.
+\item[\mycolor{entrysubtype:}] With the changes to the date fields
+ detailed just above, this field is no longer needed for
+ \textsf{video} entries, and will be ignored.
\item[type:] As in all the audiovisual entry types, the \textsf{type}
field holds the medium of the \textsf{title}, e.g., 8 mm, VHS, DVD,
Blu-ray, MPEG.
@@ -5177,8 +5833,10 @@ by \textsf{biblatex}. Here are the main correspondences:
As with the \textsf{music} type, entries in \textsf{dates-test.bib}
should at least give you a good idea of how all this works. (Cf.\
-17.270, 273; cleese:holygrail, episode:tv, handel:messiah,
-hitchcock:nbynw, loc:city.)
+14.279--80; \textsf{eventdate}, \textsf{origdate}, \textsf{userd};
+\cmd{DeclareLabelyear} in section~\ref{sec:authformopts}, and
+\texttt{avdate} in section~\ref{sec:authpreset}; cleese:holygrail,
+friends:leia, handel:messiah, hitchcock:nbynw, loc:city.)
\subsection{Entry Fields}
\label{sec:fields:authdate}
@@ -5201,7 +5859,8 @@ 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.)
+\emph{Manual} 14.119, 14.166--68; davenport:attention,
+natrecoff:camera.)
\mybigspace In most \mymarginpar{\textbf{afterword}} circumstances,
this field will function as it does in standard \textsf{biblatex},
@@ -5220,8 +5879,8 @@ 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.)
+\textsf{foreword} and \textsf{introduction}. (See \emph{Manual} 14.91,
+14.116; polakow:afterw.)
\mybigspace At \mymarginpar{\textbf{annotation}} the request of Emil
Salim, \textsf{biblatex-chicago} has, as of version 0.9, added a
@@ -5229,7 +5888,7 @@ 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
+(14.59). 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
@@ -5246,40 +5905,22 @@ serves as an alias for this.)
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
+\mybigspace For \colmarginpar{\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;
+treating one part of the name as a surname (14.92, 14.212, 15.36;
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,
+followed by the appropriate identifying string (esp.\ 15.35, also
+14.76, 14.87, 14.126, 14.132, 14.189; 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.
+soltes:georgia). \textsf{Biber} now takes care of alphabetizing
+entries no matter which name appears at their head, and the package
+also automatically provides a name for citations.
\mylittlespace If you wish to emphasize the activity of an editor or a
translator, you can use the \textsf{biblatex} and
@@ -5301,13 +5942,19 @@ package begins its search at \textsf{translator} and continues on to
\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.
+wish printed. Another peculiarity of the system is that setting the
+Chicago-specific \texttt{usecompiler} option to \texttt{false} doesn't
+remove \textsf{namec} from the sorting list, whereas the other
+standard \textsf{biblatex} toggles \emph{do} remove their names from
+the sorting list, so in some corner cases you may need the
+\textsf{sortkey} field. See \cmd{DeclareSortingScheme} in
+section~\ref{sec:authformopts}, below.
\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
+translator instead (14.90; 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
@@ -5315,21 +5962,41 @@ possible before. For full details of how this works, see the
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.)
+its stead. See the next paragraph, and 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
+\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. 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 Recommendations \colmarginpar{New!} concerning
+anonymous authors in other kinds of references have changed somewhat
+in the 16th edition of the \emph{Manual} (15.32), placing greater
+emphasis on using the \textsf{title} in citations and at the head of
+reference list entries, rather than \enquote{Anonymous.} The latter
+may still in some cases be useful \enquote{in a bibliography in which
+ several anonymous works need to be grouped} (14.79), but even with a
+source like virginia:plantation, \enquote{the reference list entry
+ should normally begin with the title\ldots\ Text citations may refer
+ to a short form of the title but must include the first word (other
+ than an initial article)} (15.32). The \textsf{shorttitle} field is
+the place for the short form, and you'll also need a \textsf{sortkey}
+of some sort if the full title begins with an article that is to be
+ignored when alphabetizing.
+
+\mylittlespace 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
+fact (15.33). 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
@@ -5352,21 +6019,28 @@ name in the \textsf{author} field, then the pseudonym goes in
(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}.
+references, a method recommended by the \emph{Manual}. The 16th
+edition of the \emph{Manual} (14.84) has now strengthened its policies
+about cross-references from author to pseudonym or vice versa, so in
+these latter examples I have included such references from the various
+pseudonyms back to the author's name, using the \textsf{customc} entry
+type, which see (ashe:creasey, morton:creasey, york:creasey).
\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{shortauthor}, adapting for a periodical the practice
+recommended for books in 15.32. In iso:electrodoc, I provided a
+\textsf{shorthand} field, which by default in
\textsf{biblatex-chicago-authordate} will appear in text citations.
-With this release, you can expand the abbreviation inside the list of
-references itself, as suggested by the \emph{Manual}, (17.47). Please
-see \textsf{customc} above and \textsf{shorthands} below for the
-details. (A list of shorthands can still clarify the abbreviation, if
-you wish.)
+Pursuant to the 16th edition's specifications, this \textsf{shorthand}
+will now also appear at the head of the entry in the list of
+references, followed, within the entry, by its expansion, this latter
+placed within parentheses. You no longer, therefore, need to use a
+\textsf{customc} entry to provide the expansion --- please see
+\textsf{shorthand} below for the details. (You can also still utilize
+the list of shorthands to clarify the abbreviation, if you wish.)
\mybigspace In \mymarginpar{\textbf{authortype}}
\textsf{biblatex-chicago}, this field serves a function very much in
@@ -5387,8 +6061,8 @@ 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.)
+in citations. (See the \textsf{author} docs just above. Also
+\emph{Manual} 15.33; cook:sotweed, horsley:prosodies.)
%\enlargethispage{-\baselineskip}
@@ -5396,8 +6070,8 @@ Also \emph{Manual} 17.33--34; cook:sotweed, horsley:prosodies.)
\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
+fact in a reference (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).
@@ -5423,12 +6097,12 @@ 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).
+\textsf{pagination}, which see (10.43--44, 14.154--163).
\mybigspace The \mymarginpar{\textbf{booksubtitle}} subtitle for a
\textsf{booktitle}. See the next entry for further information.
-\mybigspace In \mymarginpar{\textbf{booktitle}} the
+\mybigspace In \colmarginpar{\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
@@ -5441,8 +6115,8 @@ 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.
+(\textbf{crossref}). The \textsf{booktitle} no longer takes
+sentence-style capitalization in author-date.
%\enlargethispage{\baselineskip}
@@ -5491,7 +6165,7 @@ 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
+the \emph{Manual} (15.37) 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
@@ -5511,18 +6185,17 @@ references. If you wish to disable this, then simply don't use a
%\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
+different treatment (15.40). In the author-date style, the
+\emph{Manual} discourages individual letters from appearing in the
+list of references at all, preferring that the \enquote{dates of
+ individual correspondence should be woven into the text.} If you
+have special reason to do so, however, you can still present
+individual published letters there (using the \textsf{letter} entry
+type), 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
@@ -5542,30 +6215,33 @@ 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.
+is no date otherwise provided (15.41); 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, with \textsf{Biber}, an absent \textsf{date}
will automatically provoke it into searching for other sorts of dates
in the entry, in the order \textsf{date, eventdate, origdate,
- urldate}. Only when it finds no year at all will it fall back on
-\cmd{bibstring\{nodate\}}. You can eliminate some of these dates from
-the running, or change the search order, using the
-\cmd{DeclareLabelyear} command in your preamble, but please be aware
-that I have hard-coded this order into the author-date style in order
-to cope with some tricky corners of the specification. If you reorder
-these dates, and your references enter these tricky corners, the
-results might be surprising. (Cf.\ section~4.5.2 in
-\textsf{biblatex.pdf} for the \cmd{DeclareLabelyear} command.)
-Second, the entry types in which this automatic provision is turned
-off are \textsf{inreference}, \textsf{misc}, and \textsf{reference},
-none of which may be expected in the standard case to have a date
-provided. In all other entry types \enquote{\texttt{n.d.}}\ will
-appear if no date is provided, though you can turn this off throughout
-the document in all entry types with the option \texttt{nodates=false}
-when loading \textsf{biblatex-chicago} in your preamble. (See
+ urldate}. (In \textsf{music} and \textsf{video} entries, the
+default order has been changed, in the 16th edition, to
+\textsf{eventdate, origdate, date, urldate}.) Only when it finds no
+year at all will it fall back on \cmd{bibstring\{nodate\}}. You can
+eliminate some of these dates from the running, or change the search
+order, using the \cmd{DeclareLabelyear} command in your preamble, but
+please be aware that I have hard-coded this order into the author-date
+style in order to cope with some tricky corners of the specification.
+If you reorder these dates, and your references enter these tricky
+corners, the results might be surprising. (Cf.\ section~4.5.2 in
+\textsf{biblatex.pdf} for the \cmd{DeclareLabelyear} command, and
+\texttt{avdate} in section~\ref{sec:authpreset}, below.) Second, the
+entry types in which this automatic provision is turned off are
+\textsf{inreference}, \textsf{misc}, and \textsf{reference}, none of
+which may be expected in the standard case to have a date provided.
+In all other entry types \enquote{\texttt{n.d.}}\ will appear if no
+date is provided, though you can turn this off throughout the document
+in all entry types with the option \texttt{nodates=false} when loading
+\textsf{biblatex-chicago} in your preamble. (See
section~\ref{sec:authpreset}, below.) Third, if you wish to provide
the \enquote{\texttt{n.d.}}\ yourself in the \textsf{year} field,
please instead put \cmd{bibstring\{nodate\}} there, as otherwise the
@@ -5585,100 +6261,132 @@ instead. If you want a more compressed year range, then you'll want
to use the \textsf{year} field.
\mylittlespace Fifth, for most entry types, only a year is really
-necessary, and in all types only the year --- or year range --- will
-be printed in text citations and at the head of entries in the list of
-references. More specific \textsf{date} fields are often present,
-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 Sixth, the \emph{Manual} (17.125--7) provides a number
-of options for when a particular entry --- a reprinted edition, say
---- has more than one date, and \textsf{biblatex-chicago-authordate}
-allows you to choose among all of them. The user interface is a
-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
+necessary, and in most situations 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{music},
+\textsf{online}, \textsf{patent}, \textsf{unpublished}, and
+\textsf{video} entries, for all of which any day or month provided
+will be printed later in the reference list entry. If you follow the
+recommendations of the 16th edition of the \emph{Manual} and present
+newspaper and magazine articles \enquote{entirely within the text}
+(15.47), then the citations need to contain the complete \textsf{date}
+along with the \textsf{journaltitle}. Placing
+\mycolor{\texttt{cmsdate=full}} (and \texttt{skipbib}) in the
+\textsf{options} field of an \textsf{article} or a \textsf{review}
+entry, alongside a possible \texttt{useauthor=false}, should allow you
+to achieve this. While we're on this subject, the \emph{Manual} is
+flexible (in both specifications) on abbreviating the names of months
+(14.180). By default, \textsf{biblatex-chicago-authordate} uses the
+full names, which you can change by setting the option
+\texttt{dateabbrev=true} in your document preamble. (Cf.\
+assocpress:gun, barcott:review, batson, creel:house, friends:leia,
+holiday:fool, nass:address, petroff:\-impurity, powell:email.)
+
+\mylittlespace Sixth, the 16th edition of the \emph{Manual} (15.38)
+has simplified the options for when a particular entry --- a reprinted
+edition, say --- has more than one date, and
+\textsf{biblatex-chicago-authordate} allows you to tailor the
+presentation on an entry-by-entry basis. (\textsf{Music} and
+\textsf{video} entries have their own rules, and their own version of
+\cmd{DeclareLabelyear}, so please see their documentation above in
+section~\ref{sec:types:authdate} for the details of how multiple dates
+will be treated in such entries.) The user interface is a little more
+streamlined than in previous releases, and 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
+notice will be printed at the end of the entry saying \enquote{First
+ published 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:
+\texttt{cmsdate} toggle in the \textsf{options} field. This has 3
+possible states relevant to this context, though there is a fourth
+state (\mycolor{\texttt{full}}) which I've discussed two paragraphs
+up:
\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 \mycolor{\texttt{cmsdate=both}} prints both the
+ \textsf{origdate} and the \textsf{date}, using the \emph{Manual's}\
+ standard format: (Author [1898] 1952) in parenthetical citations,
+ Author (1898) 1952 outside parentheses, e.g., in the reference list.
\item \texttt{cmsdate=off} is the default, discussed above:
(Author 1952).
+\item \mycolor{\texttt{cmsdate=on}} prints the \textsf{origdate} at
+ the head of the entry in the list of references and in citations:
+ (Author 1898). \textbf{NB: The \emph{Manual} no longer includes
+ this among the acceptable options.} If you want to present the
+ \textsf{origdate} at the head of an entry, then generally speaking
+ you should use \texttt{cmsdate=both}. I have retained this option
+ for corner cases where it might be useful. The 15th-edition options
+ \texttt{new} and \texttt{old} now work like \texttt{both}.
\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
+In the first and third 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 edition is a reprint. In the third
+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
+(Author [1896] 1974). How will these two works be ordered in the list
of references? By whatever appears in the \textsf{date} field, which
appears first in the default definition of \cmd{DeclareLabelyear}, and
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 always first 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:
+the date of the other work, e.g., \texttt{1951}.
+
+\mylittlespace And if the reprint dates of the two works are the same?
+Just as when it is ordering entries, \textsf{biblatex} will always
+first 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. Our hypothetical examples would look like
+this: ([1896] 1974a) and ([1898] 1974b), with the suffixes
+unnecessary, strictly-speaking, either for ordering or for
+disambiguating the entries. If the original publication dates are the
+same, and the reprint dates different, you may prefer citations of the
+two works to read, e.g., (Author [1898a] 1952) and (Author [1898b]
+1974), when they in fact read (Author [1898] 1952) and (Author [1898]
+1974). These latter forms aren't ambiguous, and even if the reprints
+themselves appeared in the same year then the alphabetical suffix
+would appear attached to the \textsf{date}, again avoiding ambiguity.
+The \emph{Manual} doesn't give clear instructions for how to cope with
+these situations, but \textsf{biblatex-chicago-authordate} provides
+help. You can't manually put the alphabetical suffix on an
+\textsf{origdate} yourself because that field only accepts numerical
+data. Indeed, 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}. The style tests
+for this condition using a simple arithmetical comparison between the
+two years, then prints the two dates according to the state of the
+\texttt{cmsdate} toggle. The three relevant states of this toggle are
+the same as before, but there are only two 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).
+\item \texttt{cmsdate=off} (the default) and
+ \mycolor{\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). As noted above, \textbf{this style
+ is no longer recommended by the 16th edition of the
+ \emph{Manual}}.
+\item \mycolor{\texttt{cmsdate=both}} prints both the \textsf{date}
+ and the \textsf{origdate}, using the \emph{Manual's}\ preferred
+ format: (Author [1898a] 1952), (Author [1898b] 1974). The
+ 15th-edition options \texttt{old} and \texttt{new} are now synonyms
+ for this.
\end{enumerate}
If, for some reason, the automatic switching of the dates cannot be
@@ -5688,15 +6396,10 @@ white:russ), or perhaps in a reprint edition 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.
+required effects. It's difficult to imagine these date-switching
+options often being required, but their presence at least should allow
+maximum flexibility in reference lists that contain a lot of
+\textsf{origdates}.
\mylittlespace Finally, in the \textsf{misc} entry type this field can
help to distinguish between two classes of archival material, letters
@@ -5715,7 +6418,7 @@ 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
+spock:in\-terview, white:ross:me\-mo, 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}.
@@ -5724,11 +6427,12 @@ sections~\ref{sec:preset:authdate} and \ref{sec:authentryopts}.
\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 \colmarginpar{\textbf{doi}} \textsf{biblatex}
+field, providing the Digital Object Identifier of the work. The 16th
+edition of the \emph{Manual} specifies that, given their relative
+permanence compared to URLs, \enquote{authors should include DOIs
+ rather than URLs for sources that make them readily available}
+(14.6; cf.\ 15.9). (14.184; friedman:learn\-ing). Cf.\ \textsf{url}.
%\enlargethispage{-\baselineskip}
@@ -5806,18 +6510,17 @@ proceeding in order through \textsf{editor}, \textsf{translator}, and
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{editortype} field provides even greater flexibility, allowing
+you to choose from a variety of editorial roles while only using the
+\textsf{editor} field. You can do this even though an author is named
+(eliot:pound shows this mechanism in action for a standard editor,
+rather than for some other role). 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, e.g., 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.
@@ -5828,17 +6531,18 @@ which gives you the ability to identify the editor specifically of 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}.
+for an \textsf{editor}. \textsf{Biblatex}'s sorting algorithms, and
+also its \textsf{labelname} mechanism, should both work properly no
+matter sort of name you provide, thanks to \textsf{Biber} and the
+(default) Chicago-specific definitions of \cmd{DeclareLabelname} and
+\cmd{DeclareSortingScheme}. (Cf.\ section~\ref{sec:authformopts},
+below). If, however, the \textsf{namea} field provides the name, and
+that name isn't automatically shortened properly by \textsf{biblatex},
+then your .bib entry will need to have a \textsf{shorteditor} defined
+to help with in-text citations, not a \textsf{shortauthor}, possibly
+ruled out because \texttt{useauthor=false}.
-\mylittlespace In \textsf{biblatex} 0.9 Lehman has reworked the string
+\mylittlespace In \textsf{biblatex} 0.9 Lehman 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
@@ -5848,8 +6552,8 @@ 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
+appropriate strings. The \emph{Manual} specifically (15.7) 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
@@ -5872,7 +6576,7 @@ styles do, and they have now found a use particularly in
\textsf{music} and \textsf{video} entries. Cf.\
bernstein:shostakovich, handel:messiah.
-\enlargethispage{\baselineskip}
+%\enlargethispage{\baselineskip}
\mybigspace Standard \mymarginpar{\textbf{eid}} \textsf{biblatex}
field, providing a string or number some journals use uniquely to
@@ -5882,7 +6586,7 @@ identify a particular article. Only applicable to the
\mybigspace Standard \mymarginpar{\textbf{entrysubtype}} and very
powerful \textsf{biblatex} field, left undefined by the standard
-styles. In \textsf{biblatex-chicago-authordate} it has five very
+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}
@@ -5919,7 +6623,7 @@ 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;
+14.256--268; aristotle:metaphy:gr, plato:republic:gr;
euripides:orestes is an example of a translation cited by page number
in a modern edition.)
@@ -5936,24 +6640,60 @@ work.
\mylittlespace Fourth, 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. Fifth, and
-finally, you can use the exact string \texttt{tv} to identify
-televisual material as a subset of the \textsf{video} entry type.
-This will only affect the entry in the list of references if you use
-\texttt{reprint} in the \textsf{pubstate} field in order to print
-the date a program was originally shown in parentheses at the end of
-such an entry. (It's a niche usage but it at least maintains
-consistency for the \texttt{reprint} mechanism. Cf.\
-\textsf{pubstate}, below.)
+documentation of \textsf{artwork} above for the details. (In previous
+releases, there was a special \texttt{tv} \textsf{entrysubtype} for
+\textsf{video} entries. This is no longer necessary. Please see the
+documentation of \textsf{video} in section~\ref{sec:types:authdate}
+above, and that of \textsf{userd} below.)
+
+\mybigspace Kazuo
+\colmarginpar{\textbf{eprint}\\\textbf{eprintclass}\\\textbf{eprinttype}}
+Teramoto suggested adding \textsf{biblatex's} excellent
+\textsf{eprint} handling to \textsf{biblatex-chicago}, and he sent me
+a patch implementing it. With minor alterations, I have applied it to
+this release, so these three fields now work more or less as they do
+in standard \textsf{biblatex}. They may prove helpful in providing
+more abbreviated references to online content than conventional URLs,
+though I can find no specific reference to them in the \emph{Manual}.
\mybigspace This \colmarginpar{\textbf{eventdate}} is a standard
-\textsf{biblatex} field, added recently to the \textbf{music} entry
-type in case users need it to identify a particular recording session
-or concert. See the documentation of that type above. In the default
-configuration of \cmd{DeclareLabelyear}, an entry missing a
-\textsf{date} will use the \textsf{eventdate} to find a year for the
-citation and list of references, though the rest of the field would in
-such a case be ignored in any entry other than \textsf{music}.
+\textsf{biblatex} field. In the 15th edition it was barely used, but
+in order to comply with changes in the 16th edition of the
+\emph{Manual} it will now play a significant role in \textsf{music},
+\textsf{review}, and \textsf{video} entries. In \textsf{music}
+entries, it identifies the recording or performance date of a
+particular song (rather than of a whole disc, for which you would use
+\textsf{origdate}), whereas in \textsf{video} entries it identifies
+either the original broadcast date of a particular episode of a TV
+series or the date of a filmed musical performance. In both these
+cases \textsf{biblatex-chicago} will automatically prepend a bibstring
+--- \texttt{recorded} and \texttt{aired}, respectively --- to the
+date, but you can change this string using the new \textsf{userd}
+field, something you'll definitely want to do for filmed musical
+performances (friends:leia, handel:messiah, holiday:fool).
+
+\mylittlespace In the default configuration of \cmd{DeclareLabelyear},
+dates for citations and for the head of reference list entries are
+searched for in the order \textsf{date, eventdate, origdate, urldate}.
+This suits the Chicago author-date style very well, except for
+\textsf{music} and \textsf{video} entries, where the general rule is
+to emphasize the earliest date, whether that be, for example, the
+recording date or original release date (15.53). For these two entry
+types, then, \cmd{DeclareLabelyear} uses the order \textsf{eventdate,
+ origdate, date, urldate}.
+
+\mylittlespace For \textsf{review} entries I use the same, custom
+definition of \cmd{DeclareLabelyear}, but for somewhat different
+reasons. In general, such an entry will only have a \textsf{date},
+but an \textsf{eventdate} can be used to identify a particular comment
+within an online thread. The year of the comment will therefore
+appear at the head of the entry and in citations, while the remainder
+of the \textsf{eventdate} will appear just after the \textsf{title},
+and the \textsf{date} after the \textsf{journaltitle}. There isn't a
+particular string associated with the \textsf{eventdate}, but you can
+further specify a comment by placing a time\-stamp in parentheses in
+the \textsf{nameaddon} field, in case the date alone isn't enough
+(14.246; ac:comment, ellis:blog).
\mybigspace As \mymarginpar{\textbf{foreword}} with the
\textsf{afterword} field above, \textsf{foreword} will in general
@@ -5976,8 +6716,7 @@ parentheses, just after the author(s).
\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, and either it or \textsf{pubstate} can be used
-in \textsf{music} entries to clarify publication details.
+for historical reasons.
\mybigspace Standard \mymarginpar{\textbf{institution}}
\textsf{biblatex} field. In the \textsf{thesis} entry type, it will
@@ -6034,11 +6773,12 @@ contextual capitalization.
\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
+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} 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.
@@ -6053,14 +6793,14 @@ 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
+(14.109) 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
+(14.247--248; ency:britannica, genesis, wikiped:bibtex; see
\textsf{inreference} and \textsf{misc}, above).
\mybigspace A \mymarginpar{\textbf{language}} standard
@@ -6073,7 +6813,7 @@ 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;
+majority of your expected readership (14.108, 14.110, 14.194;
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
@@ -6111,40 +6851,42 @@ 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,
+details. (See \emph{Manual} 14.247--248; 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
+\emph{Manual} (14.135), 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).
+\cmd{autocap\{n\}.p.}\ instead (14.138). For all cities, you should
+use the common English version of the name, if such exists (14.137).
%\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).
+\mylittlespace Two other uses 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 (14.191, 14.203; garrett, kimluu:diethyl, and
+lakeforester:pushcarts). For blogs cited using \textsf{article}
+entries, this is a good place to identify the nature of the source ---
+i.e., the word \enquote{blog} --- letting the style automatically
+provide the parentheses (14.246; ellis:blog).
\mybigspace The \mymarginpar{\textbf{mainsubtitle}} subtitle for a
\textsf{maintitle} --- see next entry.
-\mybigspace The \mymarginpar{\textbf{maintitle}} main title for a
+\mybigspace The \colmarginpar{\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
+It no longer takes sentence-style capitalization in author-date. (See
donne:var, euripides:\-orestes, harley:cartography, lach:asia,
-pelikan:chris\-tian, and plato:republic:gr.)
+pelikan:chris\-tian, and plato:re\-public:gr.)
\mybigspace An \mymarginpar{\textbf{maintitleaddon}} annex to the
\textsf{maintitle}, for which see previous entry. Such an annex would
@@ -6167,15 +6909,15 @@ 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
+are identical. See under \textbf{editor} and \textbf{editortype}
+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 \colmarginpar{\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
@@ -6187,10 +6929,20 @@ creasey:york:death, and le\-carre:quest); \cmd{bibstring\{pseudonym\}}
does the work for you. See under \textbf{author} above for the full
details.
-\mylittlespace In the \textsf{customc} entry type, on the other hand,
-which is used to create alphabetized expansions of
-\textsf{shorthands}, the \textsf{nameaddon} field allows you to change
-the default string linking the two parts of the expansion. The code
+\mylittlespace In \textsf{review} entries, I have removed the
+automatic provision of square brackets from the field, allowing it to
+be used in at least two ways. First, if you provide your own square
+brackets, then it can have its standard function, as above. Second,
+and new to the 16th edition of the \emph{Manual}, you can further
+specify comments to blogs and other online content using a timestamp
+(in parentheses) that supplements the \textsf{eventdate}, particularly
+when the latter is too coarse a specification to identify a comment
+unambiguously. Cf.\ ac:comment.
+
+\mylittlespace In the \textsf{customc} entry type, finally, which is
+used to create alphabetized cross-references to other entries in the
+reference list, the \textsf{nameaddon} field allows you to change the
+default string linking the two parts of the cross-reference. The code
automatically tests for a known bibstring, which it will italicize.
Otherwise, it prints the string as is.
@@ -6211,7 +6963,7 @@ with \textsf{namea} if they are identical. See under the
\cmd{parteditandcomp}, \cmd{parttransandcomp}, and
\cmd{partedittransandcomp} in section~\ref{sec:formatting:authdate}.
-\mybigspace The \mymarginpar{\textbf{namec}} \emph{Manual} (17.41)
+\mybigspace The \mymarginpar{\textbf{namec}} \emph{Manual} (15.35)
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
@@ -6236,12 +6988,7 @@ please note that I've arranged the concatenation algorithms to include
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.)
+can use that field to identify a compiler.)
\mylittlespace It might conceivably be necessary at some point to
identify the compiler(s) of a \textsf{title} separate from the
@@ -6261,11 +7008,12 @@ 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.
+name to place at the head of an entry. \textsf{Biblatex}'s sorting
+algorithms, and also its \textsf{labelname} mechanism, should both
+work properly no matter sort of name you provide, thanks to
+\textsf{Biber} and the (default) Chicago-specific definitions of
+\cmd{DeclareLabelname} and \cmd{DeclareSortingScheme}. (Cf.\
+section~\ref{sec:authformopts}, below).
\mybigspace As \mymarginpar{\textbf{note}} in standard
\textsf{biblatex}, this field allows you to provide bibliographic data
@@ -6274,41 +7022,39 @@ 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
+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} 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.)
+\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
+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} 14.128--132 and boxer:china,
+palmatary:pottery, wauchope:ceramics; 14.180--181 and beattie:crime,
+conley:fifthgrade, friedman:learn\-ing, garrett, gibbard, hlatky:hrt,
+mcmillen:antebellum, rozner:liberation, warr:el\-lison.)
\mylittlespace \textbf{NB}: This may be an opportune place to point
-out that the \emph{Manual} (17.129) prefers arabic to roman numerals
+out that the \emph{Manual} (14.154) 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
@@ -6330,45 +7076,81 @@ organization sponsoring a conference in a \textsf{proceedings} or
possibility, though the \emph{Manual} is silent on the matter.
\mybigspace This \colmarginpar{\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.)
+\textsf{biblatex} field which 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 (15.38, 14.119, 14.166, 14.169; 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} --- \textsf{Biber} and the default
-\cmd{DeclareLabelyear} configuration now make it possible to do
-without a \texttt{cmsdate} option, as the \textsf{origdate} will
-automatically appear where and as it should. In entries with both
-dates you have a choice of which 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.
+author-date style, \textsf{biblatex-chicago-authordate} provides
+options and automated behaviors that 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} ---
+\textsf{Biber} and the default \cmd{DeclareLabelyear} configuration
+now make it possible to do without a \texttt{cmsdate} option, as the
+\textsf{origdate} will automatically appear where and as it should.
+In \textsf{book}-like entries with both a \textsf{date} and an
+\textsf{origdate}, and this has \colmarginpar{New!} changed from the
+15th edition, the 16th edition of the \emph{Manual} recommends that
+you present, in citations and at the head of reference list entries,
+only the \textsf{date} or both dates together. The latter is
+accomplished using the \texttt{cmsdate} entry option. 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 In the default configuration of \cmd{DeclareLabelyear},
+dates for citations and for the head of reference list entries are
+searched for in the order \textsf{date, eventdate, origdate, urldate}.
+This suits the Chicago author-date style very well, except for
+\textsf{music} and \textsf{video} entries, and, exceptionally, some
+\textsf{review} entries. Here the general rule is to emphasize the
+earliest date. For these three entry types, then,
+\cmd{DeclareLabelyear} uses the order \textsf{eventdate, origdate,
+ date, urldate}. In \textsf{music} entries, you can use the
+\textsf{origdate} in two separate but related ways. First, it can
+identify the recording date of an entire disc, rather than of one
+track on that disc, which would go in \textsf{eventdate}. (Compare
+holiday:fool with nytrumpet:art.) Second, the \textsf{origdate} can
+provide the original release date of an album. For this to happen,
+you need to put the string \texttt{reprint} in the \textsf{pubstate}
+field, which is the standard mechanism across many other entry types
+for identifying a reprinted work. (See floyd:atom.) In
+\textsf{video} entries, the \textsf{origdate} is intended for the
+original release date of a film, whereas the \textsf{eventdate} would
+hold the original broadcast date of, e.g., an episode of a TV series.
+In both these two entry types, the style will, depending on the
+context, automatically prepend appropriate bibstrings to the
+\textsf{origdate}. You can, assuming you've not activated the
+\textsf{pubstate} mechanism in a \textsf{music} entry, choose a
+different string using the new \mycolor{\textsf{userd}} field, but
+please be aware that if an entry also has an \textsf{eventdate}, then
+\textsf{userd} will apply to that, instead, and you'll be forced to
+accept the default string. (Compare friends:leia with
+hitchcock:nbynw; 15.53, 14.279-280; cf.\ \cmd{DeclareLabelyear} below
+in section~\ref{sec:authformopts}, and \texttt{avdate} in
+section~\ref{sec:authpreset}.)
\mylittlespace Because the \textsf{origdate} field only accepts
numbers, some improvisation may be needed if you wish to include
@@ -6382,26 +7164,25 @@ numbers, some improvisation may be needed if you wish to include
\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{origtitle} field isn'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
@@ -6428,20 +7209,43 @@ be one of \texttt{american}, \texttt{brazilian}, \texttt{danish},
\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 The \colmarginpar{\textbf{origlocation}} 16th edition of
+the \emph{Manual} has somewhat clarified issues pertaining to the
+documentation of reprint editions and their corresponding originals
+(14.166, 15.38). Starting with this release of
+\textsf{biblatex-chicago}, you can provide both an
+\textsf{origlocation} and an \textsf{origpublisher} to go along with
+the \textsf{origdate}, should you so wish, and all of this information
+will be printed in the reference list. You can now also use this
+field in a \textsf{letter} or \textsf{misc} (with
+\textsf{entrysubtype}) entry to give the place where a published or
+unpublished letter was written (14.117). (Jonathan Robinson has
+suggested that the \textsf{origlocation} may in some circumstances
+actually be helpful for disambiguation, his example being early
+printed editions of the same material printed in the same year but in
+different cities. The new functionality should make this simple to
+achieve. Cf.\ \textsf{origdate}, \textsf{origpublisher} and
+\textsf{pubstate}; schweitzer:bach.)
+
+\mybigspace As \colmarginpar{\textbf{origpublisher}} with the
+\textsf{origlocation} field just above, the 16th edition of the
+\emph{Manual} has clarified issues pertaining to reprint editions and
+their corresponding originals (14.166, 15.38). You can now provide an
+\textsf{origpublisher} and/or an \textsf{origlocation} in addition to
+the \textsf{origdate}, and all will be presented in long notes and
+bibliography. (Cf.\ \textsf{origdate}, \textsf{origlocation}, and
+\textsf{pubstate}; schweitzer:bach.)
\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
+(14.203, 14.209; 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 (14.189)
+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}
@@ -6461,7 +7265,7 @@ just mentioned the two fields are equivalent.
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,}
+(14.126) 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,
@@ -6472,55 +7276,60 @@ 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}}
+\mybigspace Standard \colmarginpar{\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,
+14.139--148; 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
+subtleties involved here. Two publishers will be separated by a
+forward slash in the list of references, and you no longer, in the
+16th edition, need to provide hand formatting if a company issues
+\enquote{certain books through a special publishing division or under
+ a special imprint,} as these, too, should be separated by a forward
+slash. If a book has two co-publishers, \enquote{usually in different
+ countries,} (14.147) 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 (14.143) 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 \colmarginpar{\textbf{pubstate}} standard
+\textsf{biblatex} field, introduced in 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,
+which date(s) you have chosen to appear at the head of the entry,
\textsf{biblatex-chicago-authordate} will either print the (localized)
-string \texttt{Repr.}\ in the proper place or otherwise provide a
+string \texttt{Reprint} 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,
+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.
-In \textsf{music} entries, its literal contents will always be printed
-as part of the publication data.
+
+\mylittlespace There is one subtlety of which you ought to be aware.
+In \textsf{music} entries, the \textsf{pubstate} mechanism transforms
+the \textsf{origdate} from a recording date for an album into the
+original release date for that album. If that date appears in
+citations and at the head of reference-list entries, then this
+mechanism won't generally make much difference, but if it appears
+elsewhere then a recording date will be printed in the middle of the
+reference list entry, the original release date will be printed near
+the end, preceded by the appropriate string.
\mybigspace I \mymarginpar{\textbf{redactor}} have implemented this
field just as \textsf{biblatex}'s standard styles do, even though the
@@ -6535,7 +7344,7 @@ purposes. Cf.\ \textsf{annotator} and \textsf{commentator}.
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
+according to the \emph{Manual} (14.115), 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
@@ -6557,7 +7366,7 @@ 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.
-\enlargethispage{-\baselineskip}
+\enlargethispage{\baselineskip}
\mybigspace A \mymarginpar{\textbf{series}} standard \textsf{biblatex}
field, usually just a number in an \textsf{article},
@@ -6579,45 +7388,39 @@ field in \textsf{manual}, \textsf{patent}, \textsf{report}, and
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;
+14.128--132; boxer:china, browning:aurora, palmatary:pottery,
+plato:republic:gr, wauchope:ceramics; for periodicals, see 14.195;
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
+\mybigspace This \colmarginpar{\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}
+such a reference, and if there is no \textsf{author} it will search
+\textsf{namea}, \textsf{editor}, \textsf{nameb}, \textsf{translator},
+and \textsf{namec}, in that order. The current versions of
+\textsf{biblatex} and \textsf{biber} will now automatically
+alphabetize by any of these names if they appear 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.
+\enquote{\cmd{mkbibemph\{Abbrev.\ Period.\ Title\}}} (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
+(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
+\emph{Manual} (15.21) 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
@@ -6635,12 +7438,12 @@ only \textsf{shorteditor} will be recognized. Cf.\
%\enlargethispage{\baselineskip}
-\mybigspace This \mymarginpar{\textbf{shorthand}} is
+\mybigspace This \colmarginpar{\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
+\textsf{biblatex} standard --- see below and 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
@@ -6658,26 +7461,56 @@ 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 an alphabetized
-cross-refer\-ence inside the list of references itself. In this
-release of \textsf{biblatex-chicago}, I have reclaimed one of the
-custom entry types (\textbf{customc}) to implement exactly this
-system. See the explanation of this entry type above, but basically
-you can put the abbreviation itself in the \textsf{author} field and
-its expansion in the \textsf{title} field, then use either
-\cmd{nocite} or a \textsf{userc} field to ensure the entry appears in
-the list of references. (Cf.\ abbrev:BSI, abbrev:ISO,
-bsi:abbreviation, iso:electrodoc.)
-
-\mylittlespace The author-date style will still automatically print
-the cross-reference in the list of shorthands too, as in standard
-\textsf{biblatex}, if the \cmd{printshorthands} command appears in
-your document. You can place \texttt{skiplos} in the \textsf{options}
-field to exclude a particular entry from the list of shorthands if you
-do decide to print that list, giving maximum flexibility. (See
-16.39--40, and also \textsf{biblatex.pdf} for more information.)
+\mylittlespace The \colmarginpar{New!} \emph{Manual's} recommendation
+(15.36), and this has changed for the 16th edition, involves using an
+abbreviation for long institutional names, an abbreviation which will
+appear not only in citations but also at the head of the entry in the
+list of references. Such an entry should therefore be alphabetized by
+the abbreviation, which will be expanded within the same entry and
+placed (inside parentheses) between the abbreviation and the date.
+This new formatting can be produced in one of two ways: either you can
+provide a specially-formatted \textsf{author} field (for the reference
+list, and including both the abbreviation and the parenthesized
+expansion) + a \textsf{shortauthor} (for the citations), or you can
+use a normal \textsf{author} field + a \textsf{shorthand}, in which
+case \textsf{biblatex-chicago-authordate} will automatically use the
+\textsf{shorthand} in text citations and also place it at the head of
+the reference list entry, followed by the \textsf{author} within
+parentheses. This method is simpler and more compatible with other
+styles, though you do need a \textsf{sortkey} when you use the
+\textsf{shorthand} field this way. (Cf.\ bsi:abbreviation,
+iso:electrodoc.)
+
+\mylittlespace I should clarify here that this automatic placement of
+the \textsf{shorthand} at the head of the entry will \emph{not} occur
+if you set the package option \texttt{cmslos=false} in your preamble.
+This allows you to implement other systems of shorthand expansion
+using either a list of shorthands (via \cmd{printshorthands}, which is
+always available no matter what the state of \texttt{cmslos}) or
+cross-references (via \textsf{customc}) within the reference list
+itself. You can place \texttt{skiplos} in the \textsf{options} field
+to exclude a particular entry from the list of shorthands if you do
+decide to print that list, giving maximum flexibility.
+
+\mylittlespace Indeed, \colmarginpar{New!} for this release, I have
+provided two new options to add to this flexibility. First, I have
+included two new \texttt{bibenvironments} for use with the
+\texttt{env} option to the \cmd{printshorthands} command:
+\mycolor{\texttt{losnotes}} is designed to allow a list of shorthands
+to appear inside footnotes, while \mycolor{\texttt{losendnotes}} does
+the same for endnotes. Their main effect is to change the font size,
+and in the latter case to clear up some spurious punctuation and white
+space that I see on my system when using endnotes. (You'll probably
+also want to use the option \texttt{heading=none} in order to get rid
+of the [oversized] default, providing your own within the
+\cmd{footnote} command.) Second, I have provided a new package
+option, \mycolor{\texttt{shorthandfull}}, which prints entries in the
+list of shorthands which contain full bibliographical information,
+effectively allowing you to eschew the list of references in favor of
+a fortified shorthand list. This option will only work if used in
+tandem with \texttt{cmslos=false}, as otherwise the shorthand will be
+printed twice. (See 15.36, 13.65, 14.54--55, and also
+\textsf{biblatex.pdf} for more information.)
%\enlargethispage{-\baselineskip}
@@ -6700,132 +7533,145 @@ entries (where the \textsf{title} takes the place of the
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
+\mybigspace A \colmarginpar{\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.
+provide the solution. Entries with a corporate author can now omit
+the definite or indefinite article, which should help (14.85;
+cotton:manufacture, nytrumpet:art). The default settings of
+\cmd{DeclareSortingScheme} now include the three supplemental name
+fields (\textsf{name[a-c]}) and also the \textsf{journaltitle} in the
+sorting algorithm, so once again you should find those algorithms
+needing less help than before. Entries using a \textsf{shorthand},
+and entries headed by a \textsf{title} beginning with the definite or
+indefinite article, may well now require such assistance
+(bsi:abbreviation, grove:sibelius, iso:electrodoc). 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.
+\textsf{sortkey} and \textsf{date} above.
\mybigspace The \mymarginpar{\textbf{subtitle}} subtitle for a
\textsf{title} --- see next entry.
%\enlargethispage{-\baselineskip}
-\mybigspace In \mymarginpar{\textbf{title}} the vast majority of
+\mybigspace In \colmarginpar{\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
+just as it does in \textsf{biblatex}. In a major change to previous
+editions of the \emph{Manual}, the 16th edition now recommends that
+\textsf{titles} be treated more or less identically across both its
+systems of documentation, whether with respect to headline-style
+capitalization or to the use of italics and quotation marks (15.2,
+15.6, 15.13). This means that users of the author-date style no
+longer need to worry about sentence-style capitalization when
+compiling their .bib databases, and so can eschew the extra curly
+braces needed to preserve uppercase letters in this context. The
+other new rules, however, mean that a few new complications, familiar
+to users of the notes \&\ bibliography style, will arise. First,
+although nearly every entry will have a \textsf{title}, there are some
+exceptions, particularly \textsf{incollection} or \textsf{online}
+entries with a merely generic title, instead of a specific one
+(centinel:letters, powell:email). Second, the \emph{Manual}'s rules
+for formatting \textsf{titles}, which also hold for
+\textsf{booktitles} and \textsf{maintitles}, require additional
+attention. 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, 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-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 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:
+\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 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.
-\item[\qquad Italics or Roman:] All of the audiovisual entry types ---
- \textsf{audio}, \textsf{music}, and \textsf{video} --- have to serve
- as analogues both to \textsf{book} and to \textsf{inbook}.
- Therefore, if there is both a \textsf{title} and a
- \textsf{booktitle}, then the \textsf{title} will be in the main text
- font. If there is no \textsf{booktitle}, then the \textsf{title}
+ \textsf{booklet}, \textsf{collection}, \mycolor{\textsf{image}},
+ \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{incollection}, \textsf{inproceedings}, \textsf{online},
+ \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{customc}, \textsf{letter}, \textsf{misc}
+ (with an \textsf{entrysubtype}), \mycolor{\textsf{patent}},
+ \textsf{review}, and \textsf{suppperiodical} entry types.
+\item[\qquad Italics or Quotation Marks:] All of the audiovisual entry
+ types --- \textsf{audio}, \textsf{music}, and \textsf{video} ---
+ have to serve as analogues both to \textsf{book} and to
+ \textsf{inbook}. Therefore, if there is both a \textsf{title} and a
+ \textsf{booktitle}, then the \textsf{title} will be in quotation
+ marks. If there is no \textsf{booktitle}, then the \textsf{title}
will be italicized.
\end{description}
@@ -6833,7 +7679,7 @@ 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
+8.154--195. 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:
@@ -6842,33 +7688,94 @@ its own, require, then the following rules apply:
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,
+ within the closing quotation mark(s) (14.102; 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.)
+\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 14.177; 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 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).
+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 in an italicized title
+\enquote{only if it appears that way in the source,} but always
+retains them when the surrounding title is quoted or plain (14.104,
+14.177; lewis). A word or phrase in quotation marks, but that isn't a
+quotation, retains those marks in all title types (kimluu:diethyl).
+
+% \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.
+% \item[\qquad Italics or Roman:] All of the audiovisual entry types ---
+% \textsf{audio}, \textsf{music}, and \textsf{video} --- have to serve
+% as analogues both to \textsf{book} and to \textsf{inbook}.
+% Therefore, if there is both a \textsf{title} and a
+% \textsf{booktitle}, then the \textsf{title} will be in the main text
+% font. If there is no \textsf{booktitle}, then the \textsf{title}
+% will be italicized.
+% \end{description}
+
+% \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.
+\textsf{suppperiodical}) entries, 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.
%\enlargethispage{\baselineskip}
@@ -6977,61 +7884,94 @@ do the right thing in citations. Cf.\ \textsf{artwork},
above, for all the details. (See auden:reading, bedford:photo,
cleese:holygrail, leo:madonna, nytrumpet:art.)
-\mybigspace Standard \mymarginpar{\textbf{url}} \textsf{biblatex}
+\mybigspace Standard \colmarginpar{\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
+provide one for all entry types. The 16th edition of the
+\textsf{Manual} expresses a strong preference for DOIs over URLs if
+the former is available --- cf.\ \textsf{doi} above, and also
+\textsf{urldate} just below. 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 \colmarginpar{\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,
+field, it identifies exactly when you accessed a given url. The 16th
+edition of the \emph{Manual} prefers DOIs to URLs; in the latter case
+it allows the use of access dates, particularly in contexts that
+require it, but prefers that you use revision dates, if these are
+available. To enable you to specify which date is at stake, I have
+provided the \mycolor{\textbf{userd}} field, documented below. If an
+entry doesn't have a \textsf{userd}, then the \textsf{urldate} will be
+treated, as before, as an access date (14.6--8, 14.184, 15.9;
+evanston:library, grove:sibelius, hlatky:hrt, osborne:poison,
sirosh:visualcortex, wikiped:bibtex). In the default setting of
\cmd{DeclareLabelyear}, any entry without a \textsf{date},
\textsf{eventdate}, or \textsf{origdate} will now use the
\textsf{urldate} to find a year for citations and the list of
-references (grove:sibelius, wikiped:bibtex). Please note that the
-\textbf{urlday}, \textbf{urlmonth}, and \textbf{urlyear} fields are
-all now obsolete.
+references (grove:sibelius, wikiped:bibtex).
-%\enlargethispage{\baselineskip}
+\enlargethispage{\baselineskip}
\mybigspace A \mymarginpar{\textbf{usera}} supplemental
\textsf{biblatex} field which functions in \textsf{biblatex-chicago}
almost as a \enquote{\textsf{journaltitleaddon}} field. In
-\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{article}, \textsf{periodical}, and \textsf{review} 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.)
+program (14:221; bundy:macneil).
-\mybigspace I \mymarginpar{\textbf{userc}} have now implemented this
+\mybigspace I \colmarginpar{\textbf{userc}} have now implemented this
supplemental \textsf{biblatex} field as part of the Chicago
-author-date style's handling of the \textsf{shorthand} field and other
-cross-references within the list of references. (The \enquote{c} part
-is meant as a sort of mnemonic for this latter, general function,
-though its main use will probably be in association with the former.)
-If you use the \textbf{customc} entry type to include alphabetized
-expansions of \textsf{shorthands} in the reference list, or indeed to
-provide cross-references of any sort to separate entries in that list,
-it is unlikely that you will cite the \textsf{customc} entry itself in
-the body of your text. Therefore, in order for it to appear in the
-reference list, you have two choices. You can either include the
-entry key of the \textsf{customc} entry in a \cmd{nocite} command
-inside your document, or you can place that entry key in the
-\textsf{userc} field of the .bib entry that actually uses the
-\textsf{shorthand}. In the latter case, \textsf{biblatex-chicago}
-will call \cmd{nocite} for you when you cite the main entry. (See
-17.39--40,47; abbrev:BSI, abbrev:ISO, bsi:abbreviation,
-iso:electrodoc.)
+author-date style's handling of cross-references within the list of
+references. (The \enquote{c} part is meant as a sort of mnemonic for
+this latter function.) In the 16th edition of the \emph{Manual}, you
+no longer need to use the \textbf{customc} entry type to include
+alphabetized expansions of \textsf{shorthands} in the reference list,
+but you may still need to provide cross-references of some sort to
+separate entries in that list, perhaps when a single author uses
+multiple pseudonyms. In such a case it is unlikely that you will cite
+the \textsf{customc} entry itself in the body of your text.
+Therefore, in order for it to appear in the reference list, you have
+two choices. You can either include the entry key of the
+\textsf{customc} entry in a \cmd{nocite} command inside your document,
+or you can place that entry key in the \textsf{userc} field of the
+.bib entry that actually contains one of the full citations. In the
+latter case, \textsf{biblatex-chicago} will call \cmd{nocite} for you
+when you cite the main entry. (See 14.84, 14.86; creasey:ashe:blast,
+creasey:morton:hide, creasey:york:death, lecarre:quest.)
+
+\mybigspace The \colmarginpar{\textbf{userd}} \textsf{userd} field,
+new in this release, acts as a sort of \enquote{\textsf{datetype}}
+field, allowing you in most entry types to identify whether a
+\textsf{urldate} is an access date or a revision date. The general
+usage is fairly simple. If this field is absent, then a
+\textsf{urldate} will be treated as an access date, as has long been
+the default in \textsf{biblatex} and in \textsf{biblatex-chicago}. If
+you need to identify it in any other way, what you include in
+\textsf{userd} will be printed \emph{before} the \textsf{urldate}, so
+phrases like \enquote{\texttt{last modified}} or \enquote{\texttt{last
+ revised}} are what the field will typically contain (14.7--8;
+wikiped:bibtex).
+
+\mylittlespace Because of the rather specialized needs of some
+audio-visual references, this basic schema changes for \textsf{music}
+and \textsf{video} entries. In \textsf{music} entries where an
+\textsf{eventdate} is present, \textsf{userd} will modify that date
+instead of any \textsf{urldate} that may also be present, and it will
+modify an \textsf{origdate} if it is present and there is no
+\textsf{eventdate}. In \textsf{video} entries it will modify an
+\textsf{eventdate} if it is present, and in its absence the
+\textsf{urldate}. In all these cases, \textsf{userd} will modify what
+remains of any date, i.e., the month and the day, if that date's year
+has been printed at the head of the entry. Please see the
+documentation of the \textsf{music} and \textsf{video} entry types,
+and especially of the \textsf{eventdate}, \textsf{origdate}, and
+\textsf{urldate} fields, above (14.276--279, 15.53; nytrumpet:art).
+
+\mylittlespace In all cases, you can start the \textsf{userd} field
+with a lowercase letter, and \textsf{biblatex} will take care of
+automatic contextual capitalization for you.
\mybigspace Another \mymarginpar{\textbf{usere}} supplemental
\textsf{biblatex} field, which \textsf{biblatex-chicago} uses
@@ -7043,15 +7983,15 @@ 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,
+\textbf{language}, above. (See 14.108--110, 14.194; kern,
pirumova:russian, weresz.)
-\enlargethispage{-\baselineskip}
+%\enlargethispage{-\baselineskip}
\mybigspace This \mymarginpar{\textbf{userf}} is the last of the
-supplemental fields which \textsf{biblatex} provides, used by
+supplemental fields which \textsf{biblatex} provides, and is used by
\textsf{biblatex-chicago} for a very specific purpose. When you cite
-both a translation and its original, the \emph{Manual} (17.66)
+both a translation and its original, the \emph{Manual} (14.109)
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
@@ -7108,7 +8048,7 @@ e.g.:
\cmd{autocite}\texttt{[3:25]\{bibfile:key\}}.
\end{quote}
-Cf.\ 16.110; meredith:letters, tillich:system, weber:saugetiere,
+Cf.\ 15.22; 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.
@@ -7124,7 +8064,7 @@ 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.
+leo:madonna, ross:thesis.
\subsection{Commands}
\label{sec:commands:authdate}
@@ -7232,34 +8172,36 @@ 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.
+\enquote{American} punctuation system. Quotation marks around the
+\textsf{title} field in various entry types are automatically provided
+by \textsf{biblatex-chicago}, but titles-within-titles frequently also
+require them, 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\}}
+ \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
+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: Diethylstilbestrol
-and media coverage of the \enquote{morning after} pill.
+for you.) All of these will produce the formatted:
+\enquote{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\}\}}
+ \cmd{mkbibquote}\{Finnegans Wake\}\}}
\end{quotation}
Because the quoted title within the title comes at the end of the
@@ -7267,13 +8209,13 @@ 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.}}
+ \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 Note in both cases how you no longer need to be careful
+with the capitalization inside the curly brackets, as the 16th edition
+of the \textsf{Manual} has unified the title formatting of both its
+styles, which means that all lower- and uppercase letters remain as
+they are typed in your .bib file.
\mylittlespace Let me also add that this command interacts well with
Lehman's \textsf{csquotes} package, which I highly recommend, though
@@ -7410,7 +8352,7 @@ 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}
+ in one paragraph} (15.26), 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}
@@ -7431,12 +8373,12 @@ parentheses, like so: ().
tells \textsf{biblatex} to provide the special \textsf{labelyear} and
\textsf{extrayear} fields for author-date styles.
-\mylittlespace These \colmarginpar{\textsf{\texttt{maxbibnames\\=10\\
+\mylittlespace These \mymarginpar{\textsf{\texttt{maxbibnames\\=10\\
minbibnames\\=7}}} two options are new, and control the number
of names printed in the list of references when that number exceeds
10. These numbers follow the recommendations of the \emph{Manual}
(17.29--30), and they are different from those for use in citations.
-With \textsf{biblatex} 1.6 and later you can no longer redefine
+With \textsf{biblatex} 1.6 you can no longer redefine
\texttt{maxnames} and \texttt{minnames} in the \cmd{printbibliography}
command at the bottom of your document, so \textsf{biblatex-chicago}
now does this automatically for you, though of course you can change
@@ -7455,29 +8397,33 @@ or whole spreads in twoside mode.
minor problem with punctuation in titles, ensuring that the colon
between a title and a subtitle appears in the correct, matching font.
-\mylittlespace This \colmarginpar{\texttt{sortcase=\\false}} turns off
+\mylittlespace This \mymarginpar{\texttt{sortcase=\\false}} turns off
the sorting of uppercase and lowercase letters separately, a practice
which the \emph{Manual} doesn't appear to recommend.
-\mylittlespace This \mymarginpar{\texttt{sorting=nyt}} changes
-\textsf{biblatex's} default sorting order in the list of references to
-comply with the Chicago author-date specification.
+\mylittlespace This \colmarginpar{\texttt{sorting=cms}} setting, new
+in this release, takes advantage of the \cmd{DeclareSortingScheme}
+command provided by \textsf{biblatex} and \textsf{biber}, in effect
+implementing a default sorting order in the list of references
+tailored to comply with the Chicago author-date specification. Please
+see the documentation of \cmd{DeclareSortingScheme} in
+section~\ref{sec:authformopts}, below.
-\mylittlespace This \colmarginpar{\texttt{uniquelist=\\minyear}}
+\mylittlespace This \mymarginpar{\texttt{uniquelist=\\minyear}} option
enables \textsf{biblatex-chicago-authordate} to disambiguate entries
which have more than three \textsf{authors}, but which differ
\emph{after} the first name in the list. This will only occur when
-two such entries have the same \textsf{year} (16.118). The option is
+two such entries have the same \textsf{year} (15.28). The option is
\textsf{Biber}-only, like the following, which means that this
-next-generation \textsc{Bib}\TeX\ replacement is now required for the
+next-generation \textsc{Bib}\TeX\ replacement is required for the
author-date style. Please see \textsf{cms-dates-sample.pdf} and
section~\ref{sec:otherhints:auth}, below, for further details.
-\mylittlespace This \colmarginpar{\texttt{uniquename=\\minfull}}
+\mylittlespace This \mymarginpar{\texttt{uniquename=\\minfull}}
enables the package to distinguish different authors who share a
surname, using initials in the first instance, and whole names if
-initials aren't enough (16.108). The option is now
-\textsf{Biber}-only, like the previous one.
+initials aren't enough (15.21). The option is \textsf{Biber}-only,
+like the previous one.
\mylittlespace This \mymarginpar{\texttt{usetranslator\\=true}}
enables automatic use of the \textsf{translator} at the head of
@@ -7487,15 +8433,123 @@ 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*{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 (15.17--19,
+and just below); 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; 14.19). 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 Gildas Hamel pointed out that my default definition, in
+\textsf{biblatex-chicago.sty}, of \textsf{biblatex's}
+\cmd{bibnamedash} didn't work well with many fonts, leaving a line of
+three dashes separated by gaps. He suggested an alternative, which
+I've adopted, with a minor tweak to make the dash thicker, though you
+can toy with all the parameters to find what looks right with your
+chosen font. The default definition is:
+\cmd{renewcommand*\{\textbackslash bibnamedash\}\{\textbackslash
+ rule[.4ex]\{3em\}\{.6pt\}\}}.
+
+\mylittlespace With \colmarginpar{\texttt{losnotes}
+ \&\\\texttt{losendnotes}} this release, and at the request of
+Kenneth Pearce, I have added two new \texttt{bibenvironments} to
+\textsf{chicago-authordate.bbx}, for use with the \texttt{env} option
+to the \cmd{printshorthands} command. The first, \texttt{losnotes},
+is designed to allow a list of shorthands to appear inside footnotes,
+while \texttt{losendnotes} does the same for endnotes. Their main
+effect is to change the font size, and in the latter case to clear up
+some spurious punctuation and white space that I see on my system when
+using endnotes. (You'll probably also want to use the option
+\texttt{heading=none} in order to get rid of the [oversized] default,
+providing your own within the \cmd{footnote} command.) Please see the
+documentation of \textsf{shorthand} in
+section~\ref{sec:fields:authdate} above for further options available
+to you for presenting and formatting the list of shorthands.
+
+\mylittlespace The next-generation backend \textsf{Biber} offers
+enhanced functionality in many areas, three of which I've implemented
+in this release. If the default definitions don't work well for you,
+you can redefine all of them in your document preamble --- see
+\textsf{biblatex.pdf} §§4.5.1 and 4.5.2.
+
+\mylittlespace This \colmarginpar{\cmd{Declare-}\\\texttt{Labelname}}
+option allows you to add name fields for consideration when
+\textsf{biblatex} is attempting to find a shortened name for in-text
+citations. This, for example, allows a compiler (=\textsf{namec}) to
+appear in citations without any other intervention from the user,
+rather than requiring a \textsf{shortauthor} field as previous
+releases of \textsf{biblatex-chicago} did. The default definition
+currently is
+\texttt{\{shortauthor,author,\\shorteditor,namea,editor,nameb,%
+ translator,namec\}}.
+
+\mylittlespace This \colmarginpar{\cmd{Declare-}\\\texttt{Labelyear}}
+option allows you to alter the order in which \textsf{Biber} and
+\textsf{biblatex} search for the year to use both in citations and at
+the head of entries in the list of references. (This will also be the
+year to which an alphabetical suffix will be appended when an author
+has published more than one work in the same year.) In the default
+configuration, a year will be searched for in the order \textsf{date,
+ eventdate, origdate, urldate}. This suits the Chicago author-date
+style very well, except for \textsf{music} and \textsf{video} entries,
+and, exceptionally, some \textsf{review} entries. Here the general
+rule is to emphasize the earliest date. For these three entry types,
+then, \cmd{DeclareLabelyear} uses the order \textsf{eventdate,
+ origdate, date, urldate}. See \texttt{avdate} in
+section~\ref{sec:authpreset}, just below.
+
+\enlargethispage{\baselineskip}
+
+\mylittlespace The
+\colmarginpar{\cmd{Declare-}\\\texttt{SortingScheme}} third
+\textsf{Biber} enhancement I have implemented allows you to include
+almost any field whatsoever in \textsf{biblatex's} sorting algorithms
+for the list of references, so that a great many more entries will be
+sorted correctly automatically rather than requiring manual
+intervention in the form of a \textsf{sortkey} field or the like.
+Code in \textsf{biblatex-chicago.sty} sets the \textsf{biblatex}
+option \texttt{sorting=cms}, which is a custom scheme, basically a
+Chicago-specific variant of the default \texttt{nyt}. You can find
+its definition in \textsf{chicago-authordate.cbx}.
+
+\mylittlespace The advantages of this scheme are, specifically, that
+any entry headed by one of the supplemental name fields
+(\textsf{name[a-c]}), a \textsf{manual} entry headed by an
+\textsf{organization}, or an \textsf{article} or \textsf{review} entry
+headed by a \textsf{journaltitle} will no longer need a
+\textsf{sortkey} set. The main disadvantage should only occur very
+rarely, and appears because the supplemental name fields are treated
+differently from the standard name fields by \textsf{biblatex}.
+Ordinarily, you can set, for example, \texttt{useauthor=false} in the
+\textsf{options} field to remove the \textsf{author's} name from
+consideration for sorting purposes. The Chicago-specific option
+\textsf{usecompiler=false}, however, doesn't remove \textsf{namec}
+from such consideration, so in some rare corner cases you may need a
+\textsf{sortkey}.
+
\subsubsection{{Pre-set \textsf{chicago} Options}}
\label{sec:authpreset}
-At \mymarginpar{\texttt{bookpages=\\true}} the request of Scot
-Becker, I have included this rather specialized option, which controls
-the printing of the \textsf{pages} field in \textsf{book} entries.
-Some bibliographic managers, apparently, place the total page count in
-that field by default, and this option allows you to stop the printing
-of this information in the reference list. It defaults to true, which
+At \mymarginpar{\texttt{bookpages=\\true}} the request of Scot Becker,
+I have included this rather specialized option, which controls the
+printing of the \textsf{pages} field in \textsf{book} entries. Some
+bibliographic managers, apparently, place the total page count in that
+field by default, and this option allows you to stop the printing of
+this information in the reference list. It defaults to true, which
means the field is printed, but it can be set to false either in the
preamble, for the whole document, or on a per-entry basis in the
\textsf{options} field (though rather than use this latter method it
@@ -7506,7 +8560,15 @@ affected entries).
whether any \textsf{doi} fields present in the .bib file will be
printed in the reference list. It defaults to true, and can be set to
false either in the preamble, for the whole document, or on a
-per-entry basis, in the \textsf{options} field.
+per-entry basis, in the \textsf{options} field. In \textsf{online}
+entries, the \textsf{doi} field will always be printed.
+
+\mylittlespace This \colmarginpar{\texttt{eprint=true}} option controls
+whether any \textsf{eprint} fields present in the .bib file will be
+printed in the list of references. It defaults to true, and can be
+set to false either in the preamble, for the whole document, or on a
+per-entry basis, in the \textsf{options} field. In \textsf{online}
+entries, the \textsf{eprint} field will always be printed.
\mylittlespace This \mymarginpar{\texttt{isbn=true}} option controls
whether any \textsf{isan}, \textsf{isbn}, \textsf{ismn},
@@ -7515,7 +8577,7 @@ whether any \textsf{isan}, \textsf{isbn}, \textsf{ismn},
true, and can be set to false either in the preamble, for the whole
document, or on a per-entry basis, in the \textsf{options} field.
-\enlargethispage{-\baselineskip}
+%\enlargethispage{-\baselineskip}
\mylittlespace Once \mymarginpar{\texttt{numbermonth=\\true}} again
at the request of Scot Becker, I have included this option, which
@@ -7538,36 +8600,64 @@ printed in \textsf{online} entries, regardless of the state of this
option.
\mylittlespace This \mymarginpar{\texttt{includeall=\\true}} is the
-one option that rules the five preceding, either printing all the
+one option that rules the six preceding, either printing all the
fields under consideration --- the default --- or excluding all of
them. It is set to \texttt{true} in \textsf{chicago-authordate.cbx},
-but you can change it either in the preamble for the whole document or
-in the \textsf{options} field of individual entries. The rationale
-for all of these options is the availability of bibliographic managers
-that helpfully present as much data as possible, in every entry, some
-of which may not be felt to be entirely necessary. Setting
-\texttt{includeall} to \texttt{true} probably works just fine for
-those compiling their .bib databases by hand, but others may find that
-some automatic pruning helps clear things up, at least to a first
-approximation. Some per-entry work afterward may then polish up the
-details.
-
-\mylittlespace This \mymarginpar{\texttt{cmslos=true}} option alters
+but you can change it either in the preamble for the whole document
+or, for specific fields, in the \textsf{options} field of individual
+entries. The rationale for all of these options is the availability
+of bibliographic managers that helpfully present as much data as
+possible, in every entry, some of which may not be felt to be entirely
+necessary. Setting \texttt{includeall} to \texttt{true} probably
+works just fine for those compiling their .bib databases by hand, but
+others may find that some automatic pruning helps clear things up, at
+least to a first approximation. Some per-entry work afterward may
+then polish up the details.
+
+\mylittlespace For \colmarginpar{\texttt{avdate=true}} \textsf{music}
+and \textsf{video} entries, the 16th edition of the \emph{Manual}
+(15.53) strongly recommends both that you provide a recording,
+release, or broadcast date for your references and also that this
+earlier date should appear in citations and at the head of reference
+list entries. In the default setting of \cmd{DeclareLabelyear},
+\textsf{biblatex} searches for dates in the following order:
+\textsf{year, eventyear, origyear, urlyear}. This option changes the
+default ordering in \textsf{music} and \textsf{video} entries to the
+following: \textsf{eventyear, origyear, year, urlyear}.
+\textsf{Review} entries presenting on-line comments have similar
+needs, so the same reordering applies to that entry type, too. If you
+simply want to apply the defaults to these three entry types, you can
+use \texttt{avdate=false} in the options when loading
+\textsf{biblatex-chicago}. If, however, you want to tailor the
+algorithm to your own needs, then you can use \cmd{DeclareLabelyear}
+commands in your preamble. Please be aware, however, that some parts
+of the style hard-code the search syntax, and although they take
+account of the \texttt{avdate} setting, if you use your own
+definitions of \cmd{DeclareLabelyear} the results may, in some corner
+cases, surprise. Please see \textsf{music}, \textsf{review}, and
+\textsf{video} in section~\ref{sec:types:authdate}; \textsf{date},
+\textsf{eventdate}, \textsf{origdate}, and \textsf{urldate} in
+section~\ref{sec:fields:authdate}; and \cmd{DeclareLabelyear} in
+section~\ref{sec:authformopts}.
+
+\mylittlespace This \colmarginpar{\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 have implemented in this release using the
-\textbf{customc} entry type, which see. Please note that you can
-still print a list of shorthands if you wish, and you can also 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}.
+citation (15.36; bsi:abbreviation, iso:electrodoc). The 16th edition
+now suggests placing the abbreviation at the head of the entry,
+followed by its expansion inside parentheses, an arrangement
+automatically provided by \textsf{biblatex-chicago-authordate} when
+you use the \textsf{shorthand} field, assuming you retain the default
+setting of this option. Please note that you can still print a list
+of shorthands if you wish, and you can also 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},
@@ -7579,45 +8669,20 @@ 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
+\mylittlespace This \colmarginpar{\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,
+accordance with the specification (\emph{Manual} 15.35). 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.
+\texttt{usecompiler=false} in the \textsf{options} field. The only,
+subtle, difference between this switch and those standard
+\textsf{biblatex} switches is that this one won't remove
+\textsf{namec} from the sorting list, whereas \texttt{useauthor=false}
+and \texttt{useeditor=false} do remove the \textsf{author} and
+\textsf{editor}. You may, therefore, in corner cases, require a
+\textsf{sortkey} in the entry.
\subsubsection{Style Options -- Preamble}
\label{sec:authuseropts}
@@ -7640,7 +8705,7 @@ 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
+\emph{Manual} (14.19) 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
@@ -7654,11 +8719,13 @@ 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}
+
\mylittlespace The \mymarginpar{\texttt{juniorcomma}} \emph{Manual}
-(6.49) states that \enquote{commas are no longer required around
- \emph{Jr.}\ and \emph{Sr.},} so by default \textsf{biblatex-chicago}
-has followed standard \textsf{biblatex} in using a simple space in
-names like \enquote{John Doe Jr.} Charles Schaum has pointed out that
+(6.47) states that \enquote{commas are not required around \emph{Jr.}\
+ and \emph{Sr.},} so by default \textsf{biblatex-chicago} has
+followed standard \textsf{biblatex} in using a simple space in names
+like \enquote{John Doe Jr.} Charles Schaum has pointed out that
traditional \textsc{Bib}\TeX\ practice was to include the comma, and
since the \emph{Manual} has no objections to this, I have provided an
option which allows you to turn this behavior back on, either for the
@@ -7674,8 +8741,6 @@ correctly puts the \enquote{Jr.}\ part at the end, after the given
names, and in this position it always takes a comma, the presence of
which is unaffected by this option.
-\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
@@ -7700,8 +8765,20 @@ use the \cmd{citereset} command, allied possibly with the
\textsf{biblatex}\ \texttt{citereset} option, on which see
\textsf{biblatex.pdf} §3.1.2.1.
+\mylittlespace Kenneth Pearce \colmarginpar{\texttt{shorthandfull}}
+has suggested that, in some fields of study, a list of shorthands
+providing full bibliographical information may replace the list of
+references itself. This option, which must be used in tandem with
+\texttt{cmslos=false}, prints this full information in the list of
+shorthands, though of course you should remember that any .bib entry
+not containing a \textsf{shorthand} field won't appear in such a list.
+Please see the documentation of the \textsf{shorthand} field in
+section~\ref{sec:fields:authdate} above for information on further
+options available to you for presenting and formatting the list of
+shorthands.
+
\mylittlespace This \mymarginpar{\texttt{strict}} still-experimental
-option attempts to follow the \emph{Manual}'s recommendations (16.57)
+option attempts to follow the \emph{Manual}'s recommendations (14.36)
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
@@ -7715,23 +8792,27 @@ 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 \colmarginpar{\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}):
+\mylittlespace The \colmarginpar{\texttt{cmsdate}} 16th edition of the
+\emph{Manual} has simplified the options for entries with more than
+one date (15.38). You can choose among them using the
+\texttt{cmsdate} entry option. It has 3 possible states relevant to
+this problem, alongside a fourth which I discuss below. An example
+should make this clearer. 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]
+\item[\qquad \textbf{both}:] The citation will look like (Smith [1926]
1985).
+\item[\qquad \textbf{on}:] The citation will look like (Smith 1926).
+ \textbf{NB: The \emph{Manual} no longer includes this among the
+ acceptable options.} If you want to present the \textsf{origdate}
+ at the head of an entry, then generally speaking you should use
+ \texttt{cmsdate=both}. I have retained this option for corner cases
+ where it might be useful. The 15th-edition options \texttt{new} and
+ \texttt{old} now work like \texttt{both}.
\end{description}
As I explained in detail above in section~\ref{sec:fields:authdate},
@@ -7748,12 +8829,14 @@ be as follows:
\begin{description}
\item[\qquad \textbf{off}:] This is the default. The citation will
- look like (Smith 1926a).
+ look like (Smith 1926a). \textbf{This style is no longer
+ recommended by the 16th edition of the \emph{Manual}}.
+\item[\qquad \textbf{both}:] The citation will look like (Smith
+ [1926a] 1985). The 15th-edition options \texttt{old} and
+ \texttt{new} are now synonyms for this.
\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).
+ As noted above, \textbf{this style is no longer recommended by the
+ 16th edition of the \emph{Manual}}.
\end{description}
If, \mymarginpar{\texttt{switchdates}} for any reason, simply
@@ -7764,6 +8847,26 @@ 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 The \colmarginpar{New!} 16th edition of the
+\emph{Manual} now specifies that it is \enquote{usually sufficient to
+ cite newspaper and magazine articles entirely within the text}
+(15.47). This will apply mainly to \textsf{article} and
+\textsf{review} entries with \textsf{entrysubtype} \texttt{magazine},
+and involves a parenthetical citation giving the \textsf{journaltitle}
+and then the full \textsf{date}, not just the year, with any other
+relevant identifying information incorporated into running text.
+(Cf.\ 14.206.)\ In order to facilitate this, I have added a further
+switch to the \texttt{cmsdate} option
+\colmarginpar{\mycolor{\texttt{cmsdate=full}}} ---
+\mycolor{\textbf{full}} --- which \emph{only} affects the presentation
+of citations, and causes the printing of the full date specification
+there. You can use the standard \textsf{biblatex} \texttt{skipbib}
+option to keep such entries from appearing in the list of references,
+and you may, if your .bib entry is a complete one, also need
+\texttt{useauthor=false} in order to ensure that the
+\textsf{journaltitle} appears in the citations rather than the
+\textsf{author}.
+
\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
@@ -7783,14 +8886,14 @@ provided two keys for choosing which style to load, \texttt{notes} and
\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,\%\\
+ \cmd{usepackage[style=chicago-authordate,strict,backend=biber,\%\\
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,\%\\
+ \cmd{usepackage[authordate,strict,backend=biber,babel=other,\%\\
bibencoding=inputenc]\{biblatex-chicago\}}
\end{quote}
@@ -7836,15 +8939,11 @@ suggestions on this score are, of course, welcome.
Starting with \textsf{biblatex} version 1.5, in order to adhere to the
author-date specification you will need to use \textsf{Biber} to
process your .bib files, as \textsc{Bib}\TeX\ (and its more recent
-variants) will no longer provide all the required features. The
-previous release of \textsf{Biber} (0.9.5), however, contained bugs
-that made it tricky to use with \textsf{biblatex-chicago}. These bugs
-have been addressed in 0.9.6, so I recommend you upgrade to it and to
-the latest \textsf{biblatex} (1.7), which are designed to work
-together. This document assumes that you are using \textsf{Biber}; if
-you wish to continue using \textsc{Bib}\TeX\ then you need
-\textsf{biblatex} version 1.4c and, if you have any problems with the
-current release, possibly \textsf{biblatex-chicago} 0.9.7a.
+variants) will no longer provide all the required features. This
+document assumes that you are using \textsf{Biber}; if you wish to
+continue using \textsc{Bib}\TeX\ then you need \textsf{biblatex}
+version 1.4c and, if you have any problems with the current release,
+possibly \textsf{biblatex-chicago} 0.9.7a.
\mylittlespace If your .bib file contains a large number of entries
with more than three authors, then you may run into some limitations
@@ -7856,10 +8955,10 @@ 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
+ list includes another work 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). The new
+ must distinguish between them} (15.28). The new
(\textsf{Biber}-only) \textsf{biblatex} option \texttt{uniquelist},
set for you in \textsf{biblatex-chicago.sty}, will automatically
handle many of these situations for you, but it is as well to
@@ -7921,9 +9020,10 @@ option to excise with one command all the fields under consideration
-- please see section~\ref{sec:authpreset} above.
\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.
+in \textsf{biblatex.pdf}, to wit, if you aren't going to use
+\textsf{Biber}, 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}
@@ -7934,7 +9034,7 @@ in other \enquote{American} \textsf{biblatex} styles (e.g.,
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
+partial fulfillment 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
@@ -7976,23 +9076,22 @@ follow these three steps:
\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
+apparatus, then you can load \textsf{babel} with \texttt{german} or
+\texttt{french} as the main document language. You no longer need
+\cmd{DeclareLanguageMapping\{german\}\{cms-german\}} or
+\cmd{Declare\-LanguageMapping\{french\}\{cms-french\}} in your
+document preamble, since \textsf{bib\-latex-chicago.sty} now
+automatically provides this if you load the package in the standard
+way.
+
+\mylittlespace 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,
@@ -8038,13 +9137,14 @@ my formatting decisions, please let me know.
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.
+database in documents using the two different Chicago styles. The
+extensive unification of the two styles in the 16th edition of the
+\emph{Manual} has simplified things, and though I have no idea whether
+this will even be a common concern, I still 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}
@@ -8055,9 +9155,9 @@ This is, I believe, the simpler conversion, as most well-constructed
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 \textbf{NB: The formatting of titles in the two styles is now
+ the same, which means you no longer need to worry about extra
+ curly brackets and their affects on capitalization.}
\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
@@ -8069,7 +9169,7 @@ nonetheless:
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
+ so you'll need to contemplate the \texttt{cmsdate} options from
section~\ref{sec:authentryopts} when doing the conversion to
author-date.
\end{enumerate}
@@ -8095,16 +9195,9 @@ of the things you may need to address:
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.)
+ in their use than the notes \&\ bibliography style. (Cf.\ 14.179.)
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
@@ -8160,25 +9253,24 @@ 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
+newer versions of Lehman's \textsf{csquotes} package incorporate 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}
-Following the arrival last autumn of the 16th edition of the
-\emph{Chicago Manual of Style}, I intend to devote the next major
-release more or less entirely to implementing the new specification.
-That task, a fairly extensive one, is well under way. My current plan
-is to continue to maintain the 15th edition style files, providing bug
-fixes and any compatibility updates, while switching the main focus of
-development over to the most recent edition. If, after the next
-release, you still have feature requests for the older specification,
-I'll do what I can to include them.
+This release now, belatedly, implements the 16th edition of the
+\emph{Chicago Manual of Style}. The next release will also contain a
+version of the author-date style with traditional title formatting
+alongside the current code which unifies the treatment of titles
+across the two styles. I hope that, in time, users will migrate to
+the most recent specification, so that I can focus my development
+there. If you still have feature requests for the older
+specification, I'll do what I can to include them.
\mylittlespace Regardless of which edition you are considering, there
are a number of things I haven't implemented. The solution in
@@ -8191,7 +9283,7 @@ particular documentation scheme (for which there exist at least three
widely-used standards in the US), then providing what would be, it has
seemed to me, 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
+the \emph{Manual} (14.281) 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 so
far. I have received a request for this feature, however, so when I
@@ -8203,16 +9295,26 @@ 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 I am very grateful to Baldur Kristinsson for sending a
+Chicago-specific Icelandic localization file
+(\textsf{cms-icelandic.lbx}). This requires the file
+\textsf{icelandic.lbx}, which will be part of version 2.0 of
+\textsf{biblatex}. I shall incorporate the localization in the next
+release, when I expect the newest \textsf{biblatex} will have
+appeared.
+
\mylittlespace Kenneth L. Pearce has reported a bug that appears when
using multiple citation commands inside the \textsf{annotation} field
-of annotated bibliographies. As late as I am with the update to the
-16th edition of the \emph{Manual}, I shall attempt to address this in
-a future release. If you run into this problem, he suggests placing
-all the citations together in parentheses at the end of the
-annotation, though on my machine this doesn't always work too well,
-either.
+of annotated bibliographies. As late as I am with the file for the
+16th edition, I shall attempt to address this in a future release. If
+you run into this problem, he suggests placing all the citations
+together in parentheses at the end of the annotation, though on my
+machine this doesn't always work too well, either.
-\enlargethispage{\baselineskip}
+\mylittlespace The same user has requested a way to provide shortened
+citations not just of essays in one \textsf{collection}, but also of
+multiple books in, for example, a collected works. I shall be looking
+into this for future releases.
\mylittlespace Version 1.5 of \textsf{biblatex} revised the way the
package deals with breaking long URLs and DOIs across lines. The new
@@ -8225,11 +9327,9 @@ done by copying and pasting the old definition of the
\cmd{biburlsetup} command into your document preamble. If you look in
the preambles of \textsf{cms-notes-sample.tex} or
\textsf{cms-dates-sample.tex}, you can see the redefinition and copy
-it from there, just to see whether it helps your situation.
-\textsf{Biblatex} 1.7 also now provides several new counters for
-tuning the formatting of URLs, and these may serve you better than the
-old code. I have tested them in \textsf{cms-dates-sample.tex} and
-they work well. Cf.\ \textsf{biblatex.pdf}, §~4.10.3.
+it from there, just to see whether it helps your situation. If it
+would be generally useful, I could also easily turn it into a package
+option. Feedback welcome.
\mylittlespace The switch to \textsf{Biber} for the author-date
specification means that \textsf{biblatex} now provides considerably
@@ -8249,7 +9349,15 @@ time required to implement the changes for the 16th edition, these
types may make it into the package for the next major release, or they
may have to wait until the one after.
-%\enlargethispage{-2\baselineskip}
+\mylittlespace Roger Hart has requested that I incorporate some means
+of changing the punctuation before \textsf{titleaddon} fields, perhaps
+using a customizable command like \cmd{titleaddonpunct}. I hope to
+provide this in the next release. He has also requested, despite the
+\emph{Manual's} objections, the possibility of using both
+\texttt{Idem} and \texttt{Ibid.}\ in notes. I shall look into this
+for the next release.
+
+\enlargethispage{-5\baselineskip}
\mylittlespace This release fixes the formatting errors of which I am
aware, though users writing in French should be aware of problems with
@@ -8270,18 +9378,302 @@ 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{0.9.8d: Released \today}
+\textbf{0.9.9: Released \today}
+
+\mylittlespace \label{deprec:obsol} Converting 15th-Edition .bib Files
+to Use the 16th Edition:
+
+\mylittlespace \textbf{Notes and Bibliography Style}
+
+\begin{itemize}
+\item The specification for \textbf{music} entries has been
+ significantly altered for the new edition. You no longer need to
+ worry about the \texttt{\textcircledP} and \texttt{\textcopyright}
+ signs in the \textsf{howpublished} field, which will be silently
+ ignored, and the \textsf{pubstate} field now reverts to its usual
+ function of identifying reprints or, in this case, reissues. The
+ spec really only requires a record label (\textsf{series}) and
+ catalog number (\textsf{number}), though \textsf{publisher} is still
+ available if you need it. There is a new emphasis, finally, on the
+ dating of musical recordings, so that the \textsf{eventdate} gives
+ the recording date of a particular song or other portion of a
+ recording, the \textsf{origdate} the recording date of an entire
+ album, and the \textsf{date} the publishing date of that album.
+ Please see the full documentation in section~\ref{sec:entrytypes},
+ above.
+\item The specification for \textbf{video} entries has also been
+ clarified. For television series, the episode and series numbers go
+ in \textsf{booktitleaddon} instead of \textsf{titleaddon} and, as
+ with \textsf{music} entries, the \textsf{eventdate} will hold the
+ original broadcast date of such an episode, or perhaps the
+ recording/performance date of, e.g., an opera on DVD. The
+ \textsf{origdate} will still hold the original release date of a
+ film, and the \textsf{date} the publishing or copyright date of the
+ medium you are referencing. Please see the full documentation in
+ section~\ref{sec:entrytypes}, above.
+\item You should add \textbf{customc} entries to provide
+ bibliographical cross-references from multiple pseudonyms back to
+ the author's name.
+\item In \textbf{suppbook} entries, the \emph{Manual} now requires you
+ to provide the page range (in the \textsf{pages} field) for the
+ specific part you are citing, e.g., an introduction, foreword, or
+ afterword.
+\item In \textbf{patent} entries, the \emph{Manual} now prefers
+ sentence-style capitalization for titles, which you'll need to
+ provide yourself by hand.
+\item When a descriptive phrase is used as an \textsf{author}, you can
+ now omit an initial definite or indefinite article, which will help
+ with alphabetization in the bibliography.
+\item A DOI is now preferred to a URL, if both are available.
+\item On the same subject, a revision date (or similar) is preferred
+ to an access date for online material. You can use the new
+ \textbf{userd} field to change the string introducing the
+ \textsf{urldate}, which defaults to being an access date.
+\item Special imprints are now separated from their parent press by a
+ forward slash rather than a comma, so can just be added to the
+ \textsf{publisher} field with the usual keyword \texttt{and}.
+\item I have implemented a reasonable, less-flexible facsimile of the
+ \textsf{Biber}-only command \mycolor{\cmd{DeclareLabelname}} which
+ should work for those using any backend. It allows
+ \textsf{biblatex} to find a name for short notes outside the
+ standard name fields, including, notably, in the \textsf{name[a-c]}
+ fields. This should reduce the instances where you need a
+ \textsf{shortauthor} field to provide such a name.
+\item The Chicago-specific setting of another \textsf{Biber}-only
+ command, \mycolor{\cmd{Declare\-SortingScheme=cms}}, allows
+ non-standard fields to be considered by \textsf{biblatex's} sorting
+ algorithms, which should reduce the instances where you need a
+ \textsf{sortkey} or the like in your entries. If you aren't using
+ \textsf{Biber}, the package reverts to the standard \texttt{nty}
+ sorting scheme.
+\end{itemize}
+
+\textbf{Author-Date Style}
+
+\begin{itemize}
+\item All title fields now follow the rules for the notes \&\
+ bibliography style as far as punctuation, formatting, and
+ capitalization are concerned. \textsf{Biblatex-chicago-authordate}
+ will deal with most of this automatically, but if you have any hand
+ formatting of lowercase letters within curly braces in your .bib
+ file, you will need to restore the headline-style capitalization
+ there. Also, you'll need to be more careful when you provide
+ quotation marks inside titles, remembering to use \cmd{mkbibquote}
+ so that punctuation can be brought inside nested quotation marks.
+ These revisions will apply particularly to \textbf{title},
+ \textbf{booktitle}, and \textbf{maintitle} fields.
+\item The one exception to these rules is in \textbf{patent} entries,
+ where sentence-style capitalization of the \textsf{title} is now
+ specified. You'll have to provide this by hand yourself, as in the
+ notes \&\ bibliography style.
+\item Because of these changes to title formatting, you'll need to
+ observe the difference between \textbf{article} and \textbf{review}
+ entries, where the latter contain generic, \enquote{Review of
+ \ldots} titles and the former standard, specific titles.
+\item The presentation of \textbf{shorthand} fields has changed. You
+ no longer need to use the \textbf{customc} entry type to include
+ cross-references from shorthands to expansions in the list of
+ references. Now, simply using a \textsf{shorthand} field in an
+ entry places that \textsf{shorthand} in citations and at the head of
+ the entry in the list of references, where it will be followed by
+ its expansion within parentheses. The new system will require help
+ with sorting in the reference list --- placing the
+ \textsf{shorthand} also in a \textsf{sortkey} should do the trick.
+\item On the subject of \textbf{customc} entries, the \emph{Manual}
+ now recommends using cross-references in several contexts,
+ particularly when a single author uses more than one pseudonym.
+ Adding \textsf{customc} entries makes this happen.
+\item There have been significant changes when presenting book-like
+ entries with more than one date. If you are using the
+ \texttt{cmsdate=on} option, or indeed simply placing the earlier
+ date in the \textbf{date} field and the later one in
+ \textbf{origdate}, the presentation will be the same as before, but
+ you should understand that the \emph{Manual} no longer recommends
+ this \textsf{origdate}-only style. It prefers, instead, to present
+ either the \textsf{date} alone or both dates in citations and at the
+ head of reference list entries. When presenting both dates, there
+ is now no longer a choice between the \texttt{old} and \texttt{new}
+ options for \texttt{cmsdate}, but only the \texttt{both} option. If
+ you have \texttt{old} or \texttt{new} in your .bib files, they will
+ be treated as synonyms of \texttt{both}.
+\item The specification for \textbf{music} entries has been
+ significantly altered for the new edition. You no longer need to
+ worry about the \texttt{\textcircledP} and \texttt{\textcopyright}
+ signs in the \textsf{howpublished} field, which will be silently
+ ignored, and the \textsf{pubstate} field reverts to its more usual
+ function of identifying reprints or, in this case, reissues. The
+ spec really only requires a record label (\textsf{series}) and
+ catalog number (\textsf{number}), though \textsf{publisher} is still
+ available if you need it. There is a new emphasis, finally, on the
+ dating of musical recordings, which means that such entries will fit
+ better with the author-date style. It also means that I have had to
+ redefine the various date fields. The \textsf{eventdate} gives the
+ recording date of a particular song or other portion of a recording,
+ the \textsf{origdate} the recording date of an entire album, and the
+ \textsf{date} the publishing date of that album. The earlier date
+ is the one that will appear in citations and at the head of
+ reference list entries. Please see the full documentation in
+ section~\ref{sec:types:authdate}, above.
+\item The specification for \textbf{video} entries has also been
+ clarified. For television series, the episode and series numbers go
+ in \textsf{booktitleaddon} instead of \textsf{titleaddon} and, as
+ with \textsf{music} entries, the \textsf{eventdate} will hold the
+ original broadcast date of such an episode, or perhaps the
+ recording/performance date of, e.g., an opera on DVD. The
+ \textsf{origdate} will still hold the original release date of a
+ film, and the \textsf{date} the publishing or copyright date of the
+ medium you are referencing. The earlier date, once again, is the
+ one that will appear in citations and at the head of reference list
+ entries. Please see the full documentation in
+ section~\ref{sec:types:authdate}, above.
+\item In \textbf{suppbook} entries, the \emph{Manual} now requires you
+ to provide the page range (in the \textsf{pages} field) for the
+ specific part you are citing, e.g., an introduction, foreword, or
+ afterword.
+\item The author-date style now prefers longer bibstrings in the list
+ of references, bringing it into line with the notes \&\ bibliography
+ style. Generally, the package will take care of this for you, but
+ if you've been using abbreviated strings in \textsf{note} fields,
+ for example, you may want to change them so that they conform with
+ the strings the package provides. In some circumstances the
+ \cmd{partedit} macro, and its relatives, may help. See
+ section~\ref{sec:formatting:authdate}.
+\item When a descriptive phrase is used as an \textsf{author}, you can
+ now omit an initial definite or indefinite article, which will help
+ with alphabetization in the bibliography.
+\item A DOI is now preferred to a URL, if both are available.
+\item On the same subject, a revision date (or similar) is preferred
+ to an access date for online material. You can use the new
+ \textbf{userd} field to change the string introducing the
+ \textsf{urldate}, which defaults to being an access date.
+\item Special imprints are now separated from their parent press by a
+ forward slash rather than a comma, so can just be added to the
+ \textsf{publisher} field with the usual keyword \texttt{and}.
+\item The 16th edition of the \emph{Manual} is less than enthusiastic
+ about the use of \enquote{Anon.}\ as the \textsf{author}, preferring
+ instead that the \textsf{title} or the \textsf{journaltitle} take
+ its place. If you do decide to get rid of \enquote{Anon.,} new
+ facilities provided by \textsf{Biber} --- see next entry --- should
+ mean that \textsf{biblatex} no longer requires assistance when
+ alphabetizing such author-less entries.
+\item The Chicago-specific setting of the \textsf{Biber}-only command,
+ \mycolor{\cmd{DeclareSort\-ing\-Scheme=cms}}, allows non-standard
+ fields to be considered by \textsf{biblatex's} sorting algorithms,
+ which should reduce the instances where you need a \textsf{sortkey}
+ or the like in your entries.
+\item The Chicago-specific setting of the \textsf{Biber}-only command
+ \mycolor{\cmd{DeclareLabel\-name}} allows \textsf{biblatex} to find
+ a name (\enquote{\textsf{label}}) for citations outside the standard
+ name fields, including, notably, in the \textsf{name[a-c]} fields.
+ This should reduce the instances where you need a
+ \textsf{shortauthor} field to provide such a name.
+\end{itemize}
+
+Other New Features:
+
+\begin{itemize}
+\item For reprinted books, you can now present more detailed
+ publishing information about the original edition using the new
+ \mycolor{\textbf{origlocation}} and \mycolor{\textbf{origpublisher}}
+ fields. You can also use the \textsf{origlocation} in
+ \textsf{letter} or \textsf{misc} (with \textsf{entrysubtype})
+ entries to identify where a published or unpublished letter was
+ written. These uses apply to both Chicago styles.
+\item Thanks to a patch sent by Kazuo Teramoto, you can now take
+ advantage of \textsf{biblatex's} facilities for citing
+ \mycolor{\textbf{eprint}} resources. There is also a new
+ \mycolor{\texttt{eprint}} option, set to \texttt{true} by default,
+ which controls the printing of this field in both Chicago styles.
+ You can set the option both in the preamble and in the
+ \textsf{options} field of individual entries. The field will always
+ print in \textbf{online} entries.
+\item I have added a new citation command,
+ \mycolor{\cmd{citejournal}}, to the notes \&\ bibliography style to
+ allow you to present journal articles using an alternative short
+ note form, which may be a clearer form of reference in certain
+ circumstances. Such short notes will present the name of the
+ \textsf{author}, the \textsf{journaltitle}, and the \textsf{volume}
+ number.
+\item I have included a very slightly modified version of the standard
+ \textsf{biblatex} \cmd{citeauthor} command, which may be useful for
+ references to works from classical antiquity.
+\item I have added a new \texttt{cmsdate=\mycolor{full}} switch to the
+ author-date style, which only affects citations in the text, and
+ means that a full date specification will appear there, rather than
+ just the year. If you follow the \emph{Manual's} recommendations
+ concerning newspaper and magazine articles only appearing in running
+ text and not in the reference list, this option will help.
+\item I have added a new \mycolor{\texttt{avdate}} option to the
+ author-date style, set to \texttt{true} by default in
+ \textsf{biblatex-chicago.sty}. This alters the default setting of
+ \cmd{Declare\-Labelyear} in \textbf{music}, \textbf{review}, and
+ \textbf{video} entries to take account of specialized instructions
+ in the \emph{Manual} for finding dates to appear in citations and at
+ the head of reference list entries. Setting \texttt{avdate=false}
+ in the options when you load \textsf{biblatex-chicago} restores the
+ default settings for all entry types. See \texttt{avdate} in
+ section~\ref{sec:authpreset}.
+\item The \emph{Manual} has added recommendations for citing blogs,
+ which generally will need an \textbf{article} entry with
+ \texttt{magazine} \textsf{entrysubtype}. You can identify a blog as
+ such by placing \enquote{blog} in the \textsf{location} field. If
+ you want to cite a comment to a blog or to other online material,
+ the \textbf{review} entry type, \textsf{entrysubtype}
+ \texttt{magazine} will serve. The \textbf{eventdate} dates the
+ comment, and any timestamp that is required can go in
+ \textsf{nameaddon}. These instructions work in both specifications.
+\item Photographs are no longer presented differently from other sorts
+ of artworks so, in effect, in both styles, the \textbf{image} type
+ is now a clone of \textbf{artwork}, though retained for backward
+ compatibility.
+\item Following a request by Kenneth Pearce, I have added new
+ facilities for presenting \textbf{shorthands} in both Chicago
+ styles. In both, there are two new \texttt{bibenvironments} which
+ you can set using the \texttt{env} option to the
+ \cmd{printshorthands} command: \mycolor{\texttt{losnotes}} formats
+ the list of shorthands so that it can be presented in a footnote,
+ while \mycolor{\texttt{losendnotes}} does the same for endnotes. In
+ both styles, there is a new preamble option,
+ \mycolor{\texttt{shorthandfull}}, which prints the full
+ bibliographical information of each entry inside the list of
+ shorthands, allowing such a list effectively to replace a
+ bibliography or list of references. In the author-date style, you
+ need to set the \texttt{cmslos=false} option as well, in order for
+ this to work. In the notes \&\ bibliography style, I have added a
+ new citation command, \mycolor{\cmd{shorthandcite}}, which prints
+ the \textsf{shorthand} even in the first citation of a given work.
+\item Following suggestions by Roger Hart, I have implemented three
+ new field-exclusion options in the notes \&\ bibliography style. In
+ all three cases, the field in question will always appear in the
+ bibliography, but not in long notes, which may help to save space.
+ The fields at stake are \textsf{addendum}, \textsf{note}, and
+ \textsf{series}, controlled respectively by the new
+ \mycolor{\texttt{addendum}}, \mycolor{\texttt{notefield}}, and
+ \mycolor{\texttt{bookseries}} options. All of these are set to
+ \texttt{true} using the new \mycolor{\texttt{completenotes}} option
+ in \textsf{chicago-notes.cbx}, but you can change the settings
+ either in the preamble or in the \textsf{options} field of
+ individual entries. Please see the documentation of these options
+ in section~\ref{sec:chicpreset}, above, for details on which entry
+ types are excluded from their scope.
+\item Thanks to a coding suggestion from Gildas Hamel, I have
+ redefined the \cmd{bibnamedash} in \textsf{biblatex-chicago.sty},
+ which should now by default look a little better in a wider variety
+ of fonts.
+\item At the request of Baldur Kristinsson, I have added
+ \cmd{DeclareLanguageMap\-ping} commands to
+ \textsf{biblatex-chicago.sty} for all the languages
+ \textsf{biblatex-chicago} currently provides. If you load the style
+ in the standard way, you no longer need to provide these mappings
+ manually yourself.
+\item I have improved the date handling in both styles, particularly
+ with regard to date ranges.
+\end{itemize}
+
+\textbf{0.9.8d: Released November 15, 2011}
\begin{itemize}
\item Some minor fixes to both styles for compatibility with
\textsf{biblatex} 1.7.
@@ -8295,8 +9687,6 @@ thought I should warn you in advance.
instead when you have set the \texttt{short} option.
\end{itemize}
-\enlargethispage{\baselineskip}
-
\textbf{0.9.8c: Released October 12, 2011}
\begin{itemize}
\item Emil Salim pointed out some rather basic errors in the
@@ -8336,7 +9726,6 @@ thought I should warn you in advance.
\textbf{0.9.8: Released August 31, 2011}
-\mylittlespace \label{deprec:obsol} Obsolete and Deprecated Features:
\begin{itemize}
\item Starting with \textsf{biblatex} version 1.5, in order to adhere
to the author-date specification you will need to use \textsf{Biber}
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago15.pdf b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago15.pdf
new file mode 100644
index 00000000000..de55d357364
--- /dev/null
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago15.pdf
Binary files differ
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago15.tex b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago15.tex
new file mode 100644
index 00000000000..6e207800a17
--- /dev/null
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/biblatex-chicago15.tex
@@ -0,0 +1,9326 @@
+%
+% 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{textcomp}
+\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: \\
+ 15th-edition style files for biblatex
+
+\vspace{.3\baselineskip}
+\sffamily\normalsize\bfseries David Fussner\qquad Version 0.9.9 (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{This file documents the \textsf{biblatex} style files
+ implementing the 15th edition of \emph{The Chicago Manual of Style}.
+ This edition has been superseded by the 16th edition, documented in
+ \textsf{biblatex-chicago.pdf}. There will no doubt be many users,
+ however, who wish to continue using the 15th-edition styles, so I
+ shall, at least for the moment, carry on maintaining them. Reasons
+ to continue using these files may include, but are not limited to:
+ \begin{itemize}
+ \item A desire not to interrupt a work-in-progress.
+ \item A desire, sanctioned by the 16th edition itself, to continue
+ using an author-date style with the traditional sentence-style
+ capitalization (and absence of quotation marks) in titles.
+ \end{itemize}
+ I have not backported all improvements to the notes \&\ bibliography
+ style, as the 16th-edition specification represents in itself an
+ incremental upgrade which I encourage users of this style to adopt
+ in their own time. The author-date style is more complicated. I
+ have backported as many improvements as I can, and documented them
+ here, but it still isn't an implementation of the 16th-edition style
+ with 15th-edition title formatting, as envisaged by the 16th edition
+ itself. I intend to move the style in that direction in the future,
+ however, its current state, then, representing something of a
+ compromise aimed at creating the least disturbance for current users
+ in the middle of significant projects. \mylittlespace \\ The
+ package remains beta software. If it seems like it 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 includes both the
+\emph{Manual's} \enquote{author-date} system, favored by many
+disciplines in the sciences and social sciences, and its
+\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.
+
+\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
+ should use the latest version --- 1.7 at the time of writing --- as
+ that version has been tested more thoroughly than any other, meaning
+ that these style files may well not function properly with some
+ earlier iterations of \textsf{biblatex}. Lehman's tools require
+ 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} (5.1b).
+ \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, but please be aware
+ that this database parser no longer suffices if you are using the
+ Chicago author-date style with any version of \textsf{biblatex}
+ from version 1.5 onwards. For that style you must use the
+ following:
+ \item \textsf{Biber} --- the next-generation \textsc{Bib}\TeX\
+ replacement, called \textsf{Biber}, which is available from
+ SourceForge. You need version at least 0.9.6 to work with
+ \textsf{biblatex-chicago} and \textsf{biblatex} 1.7, and it is
+ required for users who are either using the author-date style or
+ processing a .bib file in Unicode. See
+ \textsf{cms-dates-sample.pdf} for more details.
+ \end{itemize}
+\item The line:
+ \begin{quote}
+ \cmd{usepackage[\mycolor{notes15}]\{biblatex-chicago\}}
+ \end{quote}
+ in your document preamble to load the 15th-edition notes \&\
+ bibliography style, or the line:
+ \begin{quote}
+ \cmd{usepackage[\mycolor{authordate15},backend=biber]\{biblatex-chicago\}}
+ \end{quote}
+ to load the 15th-edition 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 traditional \cmd{usepackage\{biblatex\}}, adding
+ \mycolor{\texttt{style=chicago-notes15}} or
+ \mycolor{\texttt{style=chicago-authordate15}}, but these are 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[\mycolor{notes15},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 \mycolor{\textsf{chicago-notes15.bbx}},
+ \mycolor{\textsf{chicago-notes15.cbx}},
+ \mycolor{\textsf{chicago-authordate15.cbx}},
+ \mycolor{\textsf{chi\-cago-authordate15.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. The .zip file from CTAN
+ contains several subdirectories to help keep the growing number of
+ files organized, so the files listed above can be found in the
+ \texttt{latex/} subdirectory, itself further divided into the
+ \texttt{bbx/}, \texttt{cbx/}, and \texttt{lbx/} subdirectories. If
+ you install in a system-wide directory, I recommend following
+ standard advice and using
+ \texttt{<TEXMFLOCAL>/tex/latex/biblatex-contrib/biblatex-chicago},
+ where \texttt{<TEXMFLOCAL>} is the root of your local \TeX\
+ installation --- for example, and depending on your system and
+ preferences, \texttt{/usr/share/texmf-local},
+ \texttt{/usr/local/share/texmf}, or \texttt{C:\textbackslash{}Local
+ TeX Files\textbackslash}. Then you can copy the contents of the
+ \texttt{latex/} directory there, subdirectories and all. (If you
+ install into your working directory, then you'll need to copy the
+ files directly there, without subdirectories.) Of course, if you
+ choose to place them anywhere in the \texttt{texmf} tree, you'll
+ need to update the file name database to make sure \TeX\ can find
+ them.
+\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
+ \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{cms15-notes-sample.pdf} and
+ \textsf{cms15-dates-sample.pdf}. The first shows how my system
+ processes \textsf{notes-test.bib} and
+ \textsf{cms15-notes-sample.tex}, in both footnotes and bibliography,
+ the second is the result of processing \textsf{dates-test.bib} and
+ \textsf{cms15-dates-sample.tex}. All of these files are in
+ \texttt{doc/examples/}.
+\item The file you are reading, \textsf{biblatex-chicago15.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}. You
+ will find the seven previous files in the \texttt{doc/} subdirectory
+ once you've extracted \textsf{biblatex-chicago.zip}. If you wish to
+ place them in a system-wide directory, I would recommend
+ \texttt{<TEXMFLOCAL>/doc/latex/biblatex-contrib/biblatex-chicago},
+ all the while 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--2012 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.
+
+%\enlargethispage{-\baselineskip}
+
+\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, and I've borrowed ideas
+for the \texttt{shorthandibid} option from Dominik Waßenhoven's
+\textsf{biblatex-dw} package. Kazuo Teramoto and Gildas Hamel both
+sent patches to improve the package, and 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}, implemented here 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.
+
+\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. In the
+meantime, as you will see below, I have made two of the old custom
+types obsolete, and recycled the third for an entirely new purpose.
+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: \mycolor{\textbf{article}}, \textbf{artwork},
+\textbf{audio}, \textbf{book}, \textbf{bookinbook}, \textbf{booklet},
+\textbf{collection}, \textbf{customc}, \textbf{image},
+\textbf{inbook}, \textbf{incollection}, \textbf{inproceedings},
+\textbf{inreference}, \textbf{letter}, \textbf{manual},\textbf{misc},
+\textbf{music}, \textbf{online} (with its alias \textbf{www}),
+\textbf{patent}, \textbf{periodical}, \textbf{proceedings},
+\textbf{reference}, \textbf{report} (with its alias
+\textbf{techreport}), \mycolor{\textbf{review}}, \textbf{suppbook},
+\textbf{suppcollection}, \textbf{suppperiodical}, \textbf{thesis}
+(with its aliases \textbf{mastersthesis} and \textbf{phdthesis}),
+\textbf{unpublished}, and \textbf{video}.
+
+\mylittlespace What follows is an attempt to specify all the
+differences between these types and the standard provided by
+\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 \colmarginpar{\textbf{article}} \emph{Chicago Manual of
+ Style} (17.148) recognizes three different sorts of periodical
+publication, \enquote{journals,} \enquote{magazines,} and
+\enquote{newspapers.} The first (17.150) includes \enquote{scholarly
+ 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,
+effectively, anything at all, then set \texttt{useauthor=false} in the
+\textsf{options} field. (The \cmd{isdot} macro in the \textsf{author}
+field no longer works on its own under \textsf{biblatex 1.6} and
+later, so you may need to change your .bib files when you upgrade.)
+Note that if you choose to use the name of the newspaper as an author,
+then you'll need a \textsf{sortkey} field to ensure that the
+bibliography entry is alphabetized by \textsf{journaltitle} rather
+than by \textsf{title}. The provision of a \textsf{shortauthor} field
+is no longer necessary, as in its absence the package automatically
+takes it from \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 For \mymarginpar{\textbf{audio}} this release of
+\textsf{biblatex-chicago}, following the request of Johan Nordstrom, I
+have included three new entry types, all undefined by the standard
+styles, designed to allow users to present audiovisual sources in
+accordance with the Chicago specifications. The \emph{Manual's}
+presentation of such sources (17.263--273), though admirably brief,
+seems to me somewhat inconsistent. I attempted to condense all the
+requirements into two new entry types, but ended up relying on three,
+the differences between which I shall attempt to delineate here.
+There are likely to be occasions when your choice of entry type is not
+obvious, but at the very least \textsf{biblatex-chicago} should help
+you maintain consistency.
+
+\mylittlespace The \textbf{music} type is intended for all musical
+recordings that do not have a video component. This means, for
+example, digital media (whether on CD or hard drive), vinyl records,
+and tapes. The \textbf{video} type includes (nearly) all visual
+media, whether it be films, TV shows, tapes and DVDs of the preceding
+or of any sort of performance (including music), or online multimedia.
+Finally, the \textbf{audio} type, our current concern, fills gaps in
+the two others, and presents its sources in a more \enquote{book-like}
+manner. Published musical scores need this type --- unpublished ones
+would use \textsf{misc} with an \textsf{entrysubtype} (shapey:partita)
+--- as do such favorite educational formats as the slideshow and the
+filmstrip (greek:filmstrip, schubert:muellerin, verdi:corsaro). The
+\emph{Manual} (17.269--270) sometimes uses a similar format for audio
+books and even for films (twain:audio, weed:flatiron), though
+elsewhere these sorts of material are presented as \textsf{music} and
+\textsf{video}, respectively. It would appear to depend on which
+sorts of publication facts you wish to present --- cf.\ \emph{Manual}
+17.269.
+
+%\enlargethispage{-\baselineskip}
+
+\mylittlespace Once you've accepted the analogy of composer to
+\textsf{author}, constructing an \textsf{audio} entry should be fairly
+straightforward, since many of the fields function just as they do in
+\textsf{book} or \textsf{inbook} entries. Indeed, please note that I
+compare it to both these other types as, in common with the other
+audiovisual types, \textsf{audio} has to do double duty as an analogue
+for both books and collections, so while there will normally be an
+\textsf{author}, a \textsf{title}, a \textsf{publisher}, a
+\textsf{date}, and a \textsf{location}, there may also be a
+\textsf{booktitle} and/or a \textsf{maintitle} --- see
+schubert:muellerin for an entry that uses all three in citing one song
+from a cycle. If the medium in question needs specifying, the
+\textsf{type} field is the place for it. (It is characteristic of
+this entry type that such information is placed after the publisher
+information, whereas in the other audiovisual types their order is
+reversed.) Finally, the \textsf{titleaddon} field can specify
+functions for which \textsf{biblatex-chicago} provides no automated
+handling, e.g., a librettist (verdi:corsaro).
+
+\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 obsolete.) 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 \mymarginpar{\textbf{customa}} entry type is now
+obsolete, and any such entries in your .bib file will trigger an
+error. Please use the standard \textsf{biblatex} \textbf{letter} type
+instead.
+
+%\enlargethispage{-\baselineskip}
+
+\mybigspace This \mymarginpar{\textbf{customb}} entry type is now
+obsolete, and any such entries in your .bib file will trigger an
+error. Please use the standard \textsf{biblatex} \textbf{bookinbook}
+type instead.
+
+\mybigspace This \mymarginpar{\textbf{customc}} entry type has
+undergone a metamorphosis with this release, as I previously warned
+both here and in the RELEASE file. Rather than being a (deprecated)
+alias of the standard \textsf{biblatex} \textbf{suppbook}, it now
+allows you to include alphabetized cross-references to other, separate
+entries in the bibliography, particularly to other names or
+pseudonyms, as recommended by the \emph{Manual}. (This is different
+from the usual \textsf{crossref}, \textsf{xref}, and \textsf{userf}
+mechanisms, all primarily designed to include cross-references to
+other works. Cf.\ 17.39--40). The lecarre:cornwell entry, for
+example, would allow your readers to find the more-commonly-used
+pseudonym \enquote{John Le Carré} even if they were, for some reason,
+looking under his real name \enquote{David John Moore Cornwell.}
+
+\mylittlespace In such a case, you would need merely to place the
+author's real name in the \textsf{author} field, and the pseudonym(s),
+under which his or her works are presented in the bibliography, in the
+\textsf{title} field. To make sure the cross-reference also appears
+in the bibliography, you can either manually include the entry key in
+a \cmd{nocite} command, or you can put that entry key in the
+\textbf{userc} field in the main .bib entry, in which case
+\textsf{biblatex-chicago} will print the expanded abbreviation if and
+only if you cite the main entry. (Cf.\ lecarre:cornwell,
+lecarre:quest; \textsf{userc}, below.)
+
+\mylittlespace Under ordinary circumstances, \textsf{biblatex-chicago}
+will connect the two parts of the cross-reference with the word
+\enquote{\emph{See}} --- or its equivalent in the document's language
+--- in italics. If you wish to present the cross-reference
+differently, you can put the connecting word(s) into the
+\textsf{nameaddon} field.
+
+\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. There is, of course, nothing to prevent you from using the
+mechanism when referring to, e.g., chapters from a single-author book,
+but you'll have to use \textsf{incollection} instead of
+\textsf{inbook}.) 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 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.
+
+\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. If you need to specify
+where a letter was written, then you can also use this field, and, if
+both are present, remember to separate the location from the type with
+a comma, like so: \texttt{memorandum, London}. Alternatively, you can
+put the place of writing into the \mycolor{\textsf{origlocation}}
+field. 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 \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-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:15, 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. (It is quite possible, though somewhat unusual, for
+archival material to have a specific title, rather than a generic one.
+In these cases, you will need to enclose the title inside a
+\cmd{mkbibquote} command manually. Cf.\ shapey:partita.)
+
+\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 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, and the \textsf{origlocation},
+if needed, identifies where it was written. Other sorts of
+\textsf{misc} entry (with \textsf{entrysubtype}) use the \textsf{date}
+field (but still the \textsf{origlocation}). 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.)
+
+\enlargethispage{-\baselineskip}
+
+\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.) Both the long
+and short note forms can use the same \textsf{title}, but in both
+cases you may need to use the \cmd{headlesscite} command to avoid the
+awkward repetition of the author's name, though that name will always
+appear in the bibliography (creel:house). If you want to include the
+date of a letter in a short note, I have provided the
+\cmd{letterdatelong} command for inclusion in the postnote field of
+the citation command. (The standard \textsf{biblatex} command
+\cmd{printdate} will work if you need to do the same for interviews.)
+
+\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 This \mymarginpar{\textbf{music}} is one of three new
+audiovisual entry types, and is intended primarily to aid in the
+presentation of musical recordings that do not have a video component,
+though it can also include audio books (auden:reading). A DVD or VHS
+of an opera or other performance, by contrast, should use the
+\textbf{video} type instead (handel:messiah). Because
+\textsf{biblatex} --- and \textsc{Bib}\TeX\ before it --- were
+designed primarily for citing book-like objects, some choices needed
+to be made in assigning the various roles found on the back of a CD to
+the fields in a typical .bib entry. I have also implemented several
+new bibstrings to help in identifying these roles within entries. If
+you can think of a simpler way to distribute the roles, please let me
+know, so that I can consider making changes before anyone gets used to
+the current equivalences.
+
+\mylittlespace These equivalences, in summary form, are:
+
+{\renewcommand{\descriptionlabel}[1]{\qquad\textsf{#1}}
+\begin{description}
+\item[author =] composer, songwriter, or performer(s),
+ depending on whom you wish to emphasize by placing them at the head
+ of the entry.
+\item[editor, editora, editorb =] conductor, director or
+ performer(s). These will ordinarily follow the \textsf{title} of
+ the work, though the usual \texttt{useauthor} and \texttt{useeditor}
+ options can alter the presentation within an entry. Because these
+ are non-standard roles, you will need to identify them using the
+ following:
+\item[editortype, editoratype, editorbtype:] The most common roles,
+ all associated with specific bibstrings (or their absence), will be
+ \texttt{conductor}, \texttt{director}, \texttt{producer}, and,
+ oddly, \texttt{none}. The last is particularly useful when
+ identifying the group performing a piece, as it usually doesn't need
+ further specifying and this role prevents \textsf{biblatex} from
+ falling back on the default \texttt{editor} bibstring.
+\item[title, booktitle, maintitle:] As with the other audiovisual
+ types, \textsf{music} serves as an analogue both to books and to
+ collections, so the title will either be, e.g., the album title or a
+ song title, in which latter case the album title would go into
+ \textsf{booktitle}. The \textsf{maintitle} might be necessary for
+ something like a box set of \emph{Complete Symphonies}.
+\item[series, number:] These two are closely associated, and are
+ intended for presenting the catalog information provided by the
+ music publisher, especially in the case when a publisher oversees
+ more than one label. In nytrumpet:art:15, for example, the
+ \textsf{series} field holds the label (\texttt{Vox/Turn\-about}) and
+ the \textsf{number} field the catalog number (\texttt{PVT 7183}).
+ You can certainly put all of this information into one of the above
+ fields, but separating it may help make the .bib entry more
+ readable.
+\item[howpublished/pubstate, date, publisher:] The \emph{Manual}
+ (17.268) follows the rather specialized requirements for presenting
+ publishing information for musical recordings. The normal symbol
+ for musical copyright is\ \texttt{\textcircledP} (Unicode point
+ u+2117, SOUND RECORDING COPYRIGHT), but other copyrights
+ \texttt{\textcopyright} are often also asserted. The
+ \textsf{howpublished} field is the place for these symbols, and it
+ may also have to hold a year designation if the
+ \texttt{\textcircledP} and the \texttt{\textcopyright} apply to
+ different years, as sometimes happens. (The \textsf{pubstate} field
+ in this entry type is a synonym for \textsf{howpublished}. Please
+ use only one of them per entry, and note that the usual mechanism
+ for automatically printing \cmd{bibstring\{reprint\}} is turned off
+ in \textsf{music} entries.) The \textsf{date} field holds the year
+ either of all the symbols or of whichever symbol appears last in
+ \textsf{howpublished}, and the \textsf{publisher} field is
+ self-explanatory. (See nytrumpet:art:15.)
+\item[type:] As in all the audiovisual entry types, the \textsf{type}
+ field holds the medium of the recording, e.g., vinyl, 33 rpm,
+ 8-track tape, cassette, compact disc, mp3, ogg vorbis.
+\end{description}}
+
+I should also note here that I have implemented the standard
+\textsf{biblatex} \textsf{eventdate} field, in case you need it to
+identify a particular recording session or concert. It will be
+printed just after the \textsf{title}. The entries in
+\textsf{notes-test.bib} should at least give you a good idea of how
+this all works, and that file also contains an example of an audio
+book presented in a \textsf{music} entry. If you browse the examples
+in the \emph{Manual} you will see some variation from the formatting
+choices I have made for \textsf{biblatex-chicago}, but it wasn't
+always clear to me that these variations were rules as opposed to
+suggestions, so I've ignored some of them in the code. Arguments as
+to why I'm wrong will, of course, be entertained. (Cf. 17.268;
+auden:reading, beethoven:sonata29, bernstein:shostakovich,
+nytrumpet:art:15.)
+
+\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 \mymarginpar{\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.)
+
+%\enlargethispage{\baselineskip}
+
+\mybigspace The \colmarginpar{\textbf{review}} \textsf{review} entry
+type was added to \textsf{biblatex 0.7}, and it certainly eases the
+task of coping with the \emph{Manual}'s complicated requirements for
+citing periodicals of all sorts, though it doesn't, I admit, eliminate
+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:15,
+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 you no longer need to
+provide a formatted \textsf{shortauthor} field for when a
+\textsf{journaltitle} replaces an absent \textsf{author}, as the
+package automatically prints the former there in the absence of
+anything else (gourmet:052006, nyt:trevorobit). If you wish to keep
+the title at the head of an entry, then you'll need to define
+\textsf{author} somehow and place \texttt{useauthor=false} in the
+\textsf{options} field (as in nyt:obittrevor, by contrast with
+nyt:trevorobit. Please note that the \cmd{isdot} macro alone in the
+\textsf{author} field no longer works in \textsf{biblatex} 1.6 and
+later, so you may need to check your .bib files when you upgrade.) As
+in \textsf{misc} entries with an \textsf{entrysubtype}, words like
+\enquote{interview,} \enquote{review,} and \enquote{letter} only need
+capitalization after a full stop, i.e., ordinarily in a bibliography
+and not a note, so \textsf{biblatex-chicago-notes} automatically deals
+with this problem itself if you start the \textsf{title} field with a
+lowercase letter. The file \textsf{notes-test.bib} and the
+documentation of \cmd{autocap} will provide guidance here.
+
+\mybigspace This \mymarginpar{\textbf{suppbook}} is the entry type to
+use if the main focus of a reference is supplemental material in a
+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.
+
+%\enlargethispage{-\baselineskip}
+
+\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).
+
+\mybigspace This \mymarginpar{\textbf{video}} is the last of the new
+audiovisual entry types, and as its name suggests it is intended for
+citing visual media, be it films of any sort or TV shows, broadcast,
+on the Net, on VHS, DVD, or Blu-ray. As with the \textsf{music} type
+discussed above, certain choices had to be made when associating the
+production roles found, e.g., on a DVD, to those bookish ones provided
+by \textsf{biblatex}. Here are the main correspondences:
+
+{\renewcommand{\descriptionlabel}[1]{\qquad\textsf{#1}}
+\begin{description}
+\item[author:] This will not infrequently be left undefined, as the
+ director of a film should be identified as such and therefore placed
+ in the \textsf{editor} field with the appropriate
+ \textsf{editortype} (see below). You will need it, however, to
+ identify the composer of, e.g., an oratorio on VHS (handel:messiah),
+ or perhaps the provider of commentaries or other extras on a film
+ DVD (cleese:holygrail).
+\item[editor, editora, editorb =] director or producer, or possibly
+ the performer or conductor in recorded musical performances. These
+ will ordinarily follow the \textsf{title} of the work, though the
+ usual \texttt{useauthor} and \texttt{useeditor} options can alter
+ the presentation within an entry. Because these are non-standard
+ roles, you will need to identify them using the following:
+\item[editortype, editoratype, editorbtype:] The most common roles,
+ all associated with specific bibstrings (or their absence), will
+ likely be \texttt{director}, \texttt{produ\-cer}, and, oddly,
+ \texttt{none}. The last is particularly useful if you want to
+ identify performers, as they usually don't need further specifying
+ and this role prevents \textsf{biblatex} from falling back on the
+ default \texttt{editor} bibstring.
+\item[title, titleaddon, booktitle, maintitle:] As with the other
+ audiovisual types, \textsf{video} serves as an analogue both to
+ books and to collections, so the \textsf{title} may be of a whole
+ film DVD or of a TV series, or it may identify one episode in a
+ series or one scene in a film. In the latter cases, the title of
+ the whole would go in \textsf{booktitle}. The \textsf{titleaddon}
+ field may be useful for specifying the season and/or episode number
+ of a TV series, or for any other information that needs to come
+ between the \textsf{title} and the \textsf{booktitle}
+ (cleese:holygrail, episode:tv, handel:messiah). As in the
+ \textsf{music} type, \textsf{maintitle} may be necessary for a boxed
+ set or something similar.
+\item[date, origdate:] The publication details of this sort of
+ material are usually straightforward, at least compared with the
+ \textsf{music} type, but there will be occasions when you need two
+ dates. When citing an episode of a long-running TV series you may
+ need both a date for the episode and a date range for the whole run,
+ and when citing a film on DVD you may want to present both the
+ original release date and the date of release on DVD. In both
+ cases, the \textsf{origdate} field holds the year of the original
+ showing or transmission, while the \textsf{date} field holds either
+ the years for an entire run of a TV show or the year of publication
+ of the DVD (or other medium). Cf. episode:tv, hitchcock:nbynw.
+\item[type:] As in all the audiovisual entry types, the \textsf{type}
+ field holds the medium of the \textsf{title}, e.g., 8 mm, VHS, DVD,
+ Blu-ray, MPEG.
+\end{description}}
+
+As with the \textsf{music} type, entries in \textsf{notes-test.bib}
+should at least give you a good idea of how all this works. (Cf.\
+17.270, 273; cleese:holygrail, episode:tv, handel:messiah,
+hitchcock:nbynw, loc:city.)
+
+\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:15). 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.
+
+\mylittlespace There is a subtlety involved in this mechanism that I
+should address here. Andrew Goldstone has pointed out to me some
+inaccuracies in the package's treatment of these abbreviated
+citations, both in notes and bibliography. Most of the changes I've
+made won't affect users in any way, only the actual printed output,
+but if you refer separately to chapters in a single-author
+\textsf{book}, then the shortened part of the reference, to the whole
+book, won't repeat the author's name before the title of the whole.
+If, however, you refer separately to parts of a \textsf{collection} or
+\textsf{proceedings}, even when the \textsf{editor} of the
+\textsf{collection} is the same as the \textsf{author} of an essay in
+the collection, you will see the name repeated before the abbreviated
+part referencing the whole parent volume. Because the code tests for
+entry type, if you don't use \textsf{collection} or
+\textsf{proceedings} for the whole volume, you'll not get the repeated
+name, so there may be corner cases where careful choice of the parent
+entry type gets you what you want.
+
+% \enlargethispage{\baselineskip}
+
+\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 \mymarginpar{\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}. Please be aware, however, that \textsf{Biber}
+is somewhat more exacting when parsing the \textsf{date} field than
+\textsc{Bib}\TeX, so a field looking like \texttt{1968/75} will simply
+be ignored --- you need \texttt{1968/1975} instead. If you want to
+present a more compressed year range, or more generally if only part
+of a date is required, then the \textsf{month} and \textsf{year}
+fields may be more convenient. The latter may be particularly useful
+in some entries because it can hold more than just numerical data, in
+contrast to \textsf{date} itself. Cf.\ the \textsf{misc} entry type
+in section~\ref{sec:entrytypes} above for how to use this field to
+distinguish between two classes of archival material. See also
+\textsf{origdate} and \textsf{urldate}.
+
+\mylittlespace (Users of the Chicago author-date style who wish to
+minimize the labor needed to convert a .bib database for the notes \&\
+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:15), 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}} newer
+releases of \textsf{biblatex} provide these fields as a means to
+specify additional contributors to texts in a number of editorial
+roles. In the Chicago styles they seem most relevant for the
+audiovisual types, especially \textsf{music} and \textsf{video}, where
+they help to identify conductors, directors, producers, and
+performers. To specify the role, use the fields \textsf{editoratype},
+\textsf{editorbtype}, and \textsf{editorctype}, which see. (Cf.\
+bernstein:shostakovich, handel:messiah.)
+
+%\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 reworked the string
+concatenation mechanism, for reasons he outlined 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
+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, and they have now found a use particularly in
+\textsf{music} and \textsf{video} entries. Cf.\
+bernstein:shostakovich, handel:messiah.
+
+\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 This \mymarginpar{\textbf{eventdate}} is a standard
+\textsf{biblatex} field, added recently to the \textbf{music} entry
+type in case users need it to identify a particular recording session
+or concert. See the documentation of that type above. The field will
+currently be ignored in any other sort of entry.
+
+\mybigspace As \mymarginpar{\textbf{foreword}} with the
+\textsf{afterword} field above, \textsf{foreword} will in general
+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, and either it or \textsf{pubstate} can be used
+in \textsf{music} entries to clarify publication details.
+
+\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.
+
+\enlargethispage{\baselineskip}
+
+\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.
+
+\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 \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 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.)
+
+%\enlargethispage{\baselineskip}
+
+\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, in most entry types, 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}.}\ (always lowercase in English) is specified,
+either on its own or after the pseudo\-nym (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.
+
+\mylittlespace In the \textsf{customc} entry type, on the other hand,
+which is used to create alphabetized cross-references to other
+bibliography entries, the \textsf{nameaddon} field allows you to
+change the default string linking the two parts of the
+cross-reference. The code automatically tests for a known bibstring,
+which it will italicize. Otherwise, it prints the string as is.
+
+\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 \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 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 \mymarginpar{\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:15). 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 \mymarginpar{\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} field isn'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 At \colmarginpar{\textbf{origlocation}} least one example
+in the \emph{Manual} provides a more complete specification of a
+reprinted book's original publication details than has been possible
+using previous releases of \textsf{biblatex-chicago} (17.123).
+Starting with this release, you can provide both an
+\textsf{origlocation} and an \textsf{origpublisher} to go along with
+the \textsf{origdate}, should you so wish, and all of this information
+will be printed in long notes and bibliography. You can now also use
+this field in a \textsf{letter} or \textsf{misc} (with
+\textsf{entrysubtype}) entry to give the place where a published or
+unpublished letter was written (17.76). (Jonathan Robinson has
+suggested that the \textsf{origlocation} may in some circumstances
+actually be necessary for disambiguation, his example being early
+printed editions of the same material printed in the same year but in
+different cities. The new functionality should make this simple to
+achieve. Cf.\ \textsf{origdate}, \textsf{origpublisher} and
+\textsf{pubstate}; schweitzer:bach.)
+
+\mybigspace As \colmarginpar{\textbf{origpublisher}} with the
+\textsf{origlocation} field just above, this new field allows you to
+provide fuller original publication details for reprinted books
+(17.123). You can now provide an \textsf{origpublisher} and/or an
+\textsf{origlocation} in addition to the \textsf{origdate}, and all
+will be presented in long notes and bibliography. (Cf.\
+\textsf{origdate}, \textsf{origlocation}, and \textsf{pubstate};
+schweitzer:bach.)
+
+\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 \mymarginpar{\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 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. Please note, also, that this automatic
+mechanism has been disabled in \textsf{music} and \textsf{video}
+entries, as it isn't appropriate to those sorts of material. In the
+latter, \textsf{pubstate} will be silently ignored, whereas in the
+former, for compatibility with the author-date style, the field
+functions as a synonym for \textsf{howpublished}, and will be printed
+verbatim. Currently, if you put anything besides \texttt{reprint} in
+the \textsf{pubstate} field of anything except \textsf{music} entries,
+it too 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 \mymarginpar{\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 When \mymarginpar{\textbf{shorthandintro}} you include a
+\textsf{shorthand} in an entry, it will ordinarily appear the first
+time you cite the work, at the end of a long note, prefaced by the
+phrase \enquote{Henceforth cited as.} With this standard
+\textsf{biblatex} field, you can change that phrase to suit your
+needs. Please note, first, that you need to include the shorthand in
+this field as you intend it to appear and, second, that you still need
+the \textsf{shorthand} field present in order to ensure the
+appropriate presentation of the shorthand in later citations and in
+the list of shorthands.
+
+\mybigspace A \colmarginpar{\textbf{shorttitle}} standard
+\textsf{biblatex} field, primarily used to provide an abbreviated
+title for short notes. In \textsf{biblatex-chicago-notes}, you need
+to take particular care with \textsf{letter} entries, where, as
+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 \textsf{title} is
+used as the \textsf{shortauthor} + \textsf{shorttitle} by using
+\cmd{headlesscite} commands. Placing \cmd{isdot} into the
+\textsf{shortauthor} field no longer works in \textsf{biblatex} 1.6
+and later, so be sure to check your .bib files when you upgrade.)
+Remember, also, that the generic titles in \textsf{review} and
+\textsf{misc} entries may not want capitalization in all contexts, so,
+as with the \textsf{title} field, if you begin a \textsf{shorttitle}
+with a lowercase letter the style will do the right thing
+(barcott:review, bundy:macneil, Clemens:letter, kozinn:review,
+ratliff:review, unsigned:ranke:15).
+
+%\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:15, gourmet:052006,
+lakeforester:pushcarts, nyt:obittrevor, nyt:trevorobit, silver:gawain,
+unsigned:ranke:15, 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{customc}, \textsf{letter}, \textsf{misc}
+ (with an \textsf{entrysubtype}), \textsf{review}, and
+ \textsf{suppperiodical} entry types.
+\item[\qquad Italics or Quotation Marks:] All of the audiovisual entry
+ types --- \textsf{audio}, \textsf{music}, and \textsf{video} ---
+ have to serve as analogues both to \textsf{book} and to
+ \textsf{inbook}. Therefore, if there is both a \textsf{title} and a
+ \textsf{booktitle}, then the \textsf{title} will be in quotation
+ marks. If there is no \textsf{booktitle}, then the \textsf{title}
+ will be italicized.
+\end{description}
+
+Now, the rules for which entry type to use for which sort of work tend
+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:15).
+\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.
+
+\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.)
+
+%\enlargethispage{\baselineskip}
+
+\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}, \textsf{audio}, \textsf{image}, \textsf{music}, and
+\textsf{video} entries to identify the medium of the work, e.g.,
+\texttt{oil on canvas}, \texttt{albumen print}, \texttt{compact disc}
+or \texttt{MPEG}. If the first word in this field would normally only
+be capitalized at the beginning of a sentence, then leave it in
+lowercase in your .bib file and \textsf{biblatex} will automatically
+do the right thing in citations. Cf.\ \textsf{artwork},
+\textsf{audio}, \textsf{image}, \textsf{music}, and \textsf{video},
+above, for all the details. (See auden:reading, bedford:photo,
+cleese:holygrail, leo:madonna, nytrumpet:art:15.)
+
+%\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}.
+
+\mybigspace I \mymarginpar{\textbf{userc}} have now implemented this
+supplemental \textsf{biblatex} field as part of Chicago's name
+cross-referencing system. (The \enquote{c} part is meant as a sort of
+mnemonic for this function, though it's perfectly possible to use the
+field in other contexts.) If you use the \textbf{customc} entry type
+to include alphabetized cross-references to other, separate entries in
+a bibliography, it is unlikely that you will cite the \textsf{customc}
+entry in the body of your text. Therefore, in order for it to appear
+in the bibliography, you have two choices. You can either include the
+entry key of the \textsf{customc} entry in a \cmd{nocite} command
+inside your document, or you can place that entry key in the
+\textsf{userc} field of another .bib entry that you will be citing.
+In the latter case, \textsf{biblatex-chicago} will call \cmd{nocite}
+for you, and this method should ensure that there will be at least one
+entry in the bibliography to which the cross-reference will point.
+(See 17.39--40; lecarre:cornwell, lecarre:quest.)
+
+\mybigspace NB: \mymarginpar{\textbf{userd}} this field is now
+obsolete. If it appears in a .bib file it will be ignored.
+
+\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{audio},
+ \textsf{image}, \textsf{music}, \textsf{suppbook},
+ \textsf{suppcollection}, and \textsf{video} entry types.
+\end{enumerate}
+
+In any other cases --- and there are only two examples of this in
+\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; in
+the \textsf{language} field in all entry types; and in the
+\textsf{nameaddon} field in \textsf{customc} entries. These are the
+places, as far as I can make out, where \textsf{biblatex's} standard
+styles support this feature, and I have added the last,
+style-specific, one. If Lehman generalizes it still further in a
+future release, I shall do the same, if possible.
+
+\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 \colmarginpar{\textbf{\textbackslash isdot}} is a
+standard \textsf{biblatex} macro, which in previous releases of
+\textsf{biblatex-chicago} could function as a convenient placeholder
+in entry fields that, for one reason or another, you may have wanted
+to have defined and yet to print nothing. With the release of
+\textsf{biblatex} 1.6, this no longer works as before, a situation
+which has revealed a number of inconsistencies and bugs in my code,
+the rectification of which may therefore require some changes to your
+.bib files, assuming you've taken advantage of this mechanism. I
+believe that all the situations formerly calling for this specific use
+of the macro can now be addressed by more standard means, i.e., the
+\cmd{headlesscite} commands and the \texttt{useauthor=false}
+declaration in the \textsf{options} field. (See creel:house,
+nyt:obittrevor, sewall:letter, unsigned:ranke:15, 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\-url}), 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 I \colmarginpar{\textbf{\textbackslash citeauthor}} have
+adapted this standard \textsf{biblatex} command only very slightly to
+bring it into line with \textsf{biblatex-chicago's} needs. Its main
+usage will probably be for references to works from classical
+antiquity, when an \textsf{author's} name (abbreviated or not)
+sometimes suffices in the absence of a \textsf{title}, e.g.,
+Thuc.\ 2.40.2--3 (17.252). You'll need to put it inside a
+\cmd{footnote} command manually. (Cf.\ also \textsf{entrysubtype} in
+section~\ref{sec:entryfields}, above.)
+
+\mybigspace This \colmarginpar{\textbf{\textbackslash citejournal}}
+command provides an alternative short form when citing journal
+\textsf{articles}, giving the \textsf{journaltitle} and
+\textsf{volume} number instead of the article \textsf{title} after the
+\textsf{author's} name. The \emph{Manual} suggests that this format
+might be helpful \enquote{in the absence of a full bibliography}
+(17.179).
+
+\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 \mymarginpar{\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 These \colmarginpar{\textsf{\texttt{maxbibnames\\=10\\
+ minbibnames\\=7}}} two options are new, and control the number
+of names printed in the bibliography when that number exceeds 10.
+These numbers follow the recommendations of the \emph{Manual}
+(17.29--30), and they are different from those for use in notes. With
+\textsf{biblatex} 1.6 and later you can no longer redefine
+\texttt{maxnames} and \texttt{minnames} in the \cmd{printbibliography}
+command at the bottom of your document, so \textsf{biblatex-chicago}
+now does this automatically for you, though of course you can change
+them in your document preamble.
+
+\mylittlespace This \mymarginpar{\texttt{pagetracker=\\true}} enables
+page tracking for the \cmd{iffirstonpage} and \cmd{ifsamepage}
+commands for controlling, among other things, the printing of
+\enquote{Ibid.} It tracks individual pages if \LaTeX\ is in oneside
+mode, or whole spreads in twoside mode.
+
+\mylittlespace This \colmarginpar{\texttt{sortcase=\\false}} turns off
+the sorting of uppercase and lowercase letters separately, a practice
+which the \emph{Manual} doesn't appear to recommend.
+
+\mylittlespace This \mymarginpar{\texttt{usetranslator\\=true}}
+enables automatic use of the \textsf{translator} at the head of
+entries in the absence of an \textsf{author} or an \textsf{editor}.
+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*{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.
+
+\subsubsection{{Pre-Set \textsf{chicago} Options}}
+\label{sec:chicpreset}
+
+At \mymarginpar{\texttt{bookpages=\\true}} the request of Scot
+Becker, I have included this rather specialized option, which controls
+the printing of the \textsf{pages} field in \textsf{book} entries.
+Some bibliographic managers, apparently, place the total page count in
+that field by default, and this option allows you to stop the printing
+of this information in notes and bibliography. It defaults to true,
+which means the field is printed, but it can be set to false either in
+the preamble, for the whole document, or on a per-entry basis in the
+\textsf{options} field (though rather than use this latter method it
+would make sense to eliminate the \textsf{pages} field from the
+affected entries).
+
+\mylittlespace This \mymarginpar{\texttt{doi=true}} option controls
+whether any \textsf{doi} fields present in the .bib file will be
+printed in notes and bibliography. It defaults to true, and can be
+set to false either in the preamble, for the whole document, or on a
+per-entry basis, in the \textsf{options} field.
+
+\mylittlespace This \mymarginpar{\texttt{isbn=true}} option controls
+whether any \textsf{isan}, \textsf{isbn}, \textsf{ismn},
+\textsf{isrn}, \textsf{issn}, and \textsf{iswc} fields present in the
+.bib file will be printed in notes and bibliography. It defaults to
+true, and can be set to false either in the preamble, for the whole
+document, or on a per-entry basis, in the \textsf{options} field.
+
+\mylittlespace Once \mymarginpar{\texttt{numbermonth=\\true}} again
+at the request of Scot Becker, I have included this option, which
+controls the printing of the \textsf{month} field in all the
+periodical-type entries when a \textsf{number} field is also present.
+Some bibliographic software, apparently, always includes the month of
+publication even when a \textsf{number} is present. When all this
+information is available the \emph{Manual} (17.181) prints everything,
+so this option defaults to true, which means the field is printed, but
+it can be set to false either in the preamble, for the whole document,
+or on a per-entry basis in the \textsf{options} field.
+
+\mylittlespace This \mymarginpar{\texttt{url=true}} option controls
+whether any \textsf{url} fields present in the .bib file will be
+printed in notes and bibliography. It defaults to true, and can be
+set to false either in the preamble, for the whole document, or on a
+per-entry basis, in the \textsf{options} field. Please note that, as
+in standard \textsf{biblatex}, the \textsf{url} field is always
+printed in \textsf{online} entries, regardless of the state of this
+option.
+
+\mylittlespace This \mymarginpar{\texttt{includeall=\\true}} is the
+one option that rules the five preceding, either printing all the
+fields under consideration --- the default --- or excluding all of
+them. It is set to \texttt{true} in \textsf{chicago-notes.cbx}, but
+you can change it either in the preamble for the whole document or in
+the \textsf{options} field of individual entries. The rationale for
+all of these options is the availability of bibliographic managers
+that helpfully present as much data as possible, in every entry, some
+of which may not be felt to be entirely necessary. Setting
+\texttt{includeall} to \texttt{true} probably works just fine for
+those compiling their .bib databases by hand, but others may find that
+some automatic pruning helps clear things up, at least to a first
+approximation. Some per-entry work afterward may then polish up the
+details.
+
+\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 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{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.
+
+\mylittlespace The \mymarginpar{\texttt{juniorcomma}} \emph{Manual}
+(6.49) states that \enquote{commas are no longer required around
+ \emph{Jr.}\ and \emph{Sr.},} so by default \textsf{biblatex-chicago}
+has followed standard \textsf{biblatex} in using a simple space in
+names like \enquote{John Doe Jr.} Charles Schaum has pointed out that
+traditional \textsc{Bib}\TeX\ practice was to include the comma, and
+since the \emph{Manual} has no objections to this, I have provided an
+option which allows you to turn this behavior back on, either for the
+whole document or on a per-entry basis. Please note, first, that
+numerical suffixes (John Doe III) never take the comma. The code
+tests for this situation, and detects cardinal numbers well, but if
+you are using ordinals you may need to set this to \texttt{false} in
+the \textsf{options} field of some entries. Second, I have fixed a
+bug in older releases which always printed the \enquote{Jr.}\ part of
+the name immediately after the surname, even when the surname came
+before the given names (as in a bibliography). The package now
+correctly puts the \enquote{Jr.}\ part at the end, after the given
+names, and in this position it always takes a comma, the presence of
+which is unaffected by this option.
+
+\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}.
+
+\enlargethispage{\baselineskip}
+
+\mylittlespace This \mymarginpar{\texttt{short}} option means that
+your text will only use the short note form, even in the first
+citation of a particular work. The \emph{Manual} (16.3) recommends
+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.
+
+\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
+§§~4.9.1 and 4.11.7 in Lehman's \textsf{biblatex.pdf}.
+
+%\enlargethispage{-\baselineskip}
+
+\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}
+§3.1.2.2, for controlling the printing of some of these fields, and
+with this release I have implemented the ones that are relevant to
+\textsf{biblatex-chicago}, along with a couple that Scot requested and
+that may be of more general usefulness. There is also a general
+option to excise with one command all the fields under consideration
+-- please see section~\ref{sec:chicpreset} above.
+
+\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{audio}, \textbf{book}, \textbf{bookinbook}, \textbf{booklet},
+\textbf{collection}, \textbf{customc}, \textbf{image},
+\textbf{inbook}, \textbf{incollection}, \textbf{inproceedings},
+\textbf{inreference}, \mycolor{\textbf{letter}}, \textbf{manual},
+\mycolor{\textbf{misc}}, \textbf{music}, \textbf{online} (with its
+alias \textbf{www}), \textbf{patent}, \textbf{periodical},
+\textbf{proceedings}, \textbf{reference}, \textbf{report} (with its
+alias \textbf{techreport}), \textbf{review}, \textbf{suppbook},
+\textbf{suppcollection}, \textbf{suppperiodical}, \textbf{thesis}
+(with its aliases \textbf{mastersthesis} and \textbf{phdthesis}),
+\textbf{unpublished}, and \textbf{video}.
+
+\mylittlespace What follows is an attempt to specify all the
+differences between these types and the standard provided by
+\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:15, hlatky:hrt, kern,
+lewis:15, loften:hamlet, loomis:structure:15, rozner:liberation,
+schneider:mittelpleistozaene, terborgh:preservation, wall:ra\-di\-o,
+white:callima\-chus. With \textsf{entrysubtype} \texttt{magazine},
+cf.\ 17.166, 17.182--198; assocpress:gun, lakeforester:pushcarts,
+morgenson:market, reaves:ro\-sen, stenger:privacy.)
+
+\mylittlespace The \emph{Manual} suggests that \enquote{a list of
+ works cited need not list newspaper items if these have been
+ documented in the text} (17.191). This involves giving the title of
+the journal and the full date of publication in a parenthetical
+reference, including any other information in the main text, thereby
+obviating the need to present such an entry in the list of references.
+To utilize this method in the author-date style, in addition to a
+\texttt{magazine} \textsf{entrysubtype}, you'll need to place
+\mycolor{\texttt{cmsdate=full}} into the \textsf{options} field,
+including \texttt{skipbib} there as well to stop the entry printing in
+the list of references. If the entry only contains a \textsf{date}
+and \textsf{journaltitle} that's enough, but if it's a fuller entry
+also containing an \textsf{author} then you'll also need
+\texttt{useauthor=false} in the \textsf{options} field. Other surplus
+fields will be ignored.
+
+\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:15;
+osborne:poison:15) 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
+\enquote{unsigned newspaper articles or features are best dealt with
+ in text or notes. But if a \ldots\ reference-list entry should be
+ needed, 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} (or a \textsf{review}) 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. You
+can also place \mycolor{\texttt{cmsdate=full}} and \texttt{skipbib}
+into the \textsf{options} field to produce an augmented in-text
+citation whilst keeping this material out of the reference list. If
+the citation does appear in the reference list, the new default
+sorting scheme in \textsf{biblatex-chicago-authordate} means that you
+no longer need the \textsf{sortkey} field to alphabetize by
+\textsf{journaltitle} instead of \textsf{title}, though you will still
+need one if you retain the definite or indefinite article at the
+beginning of the \textsf{journaltitle}. 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 section~\ref{sec:authformopts}, below;
+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 For \mymarginpar{\textbf{audio}} this release of
+\textsf{biblatex-chicago}, following the request of Johan Nordstrom, I
+have included three new entry types, all undefined by the standard
+styles, designed to allow users to present audiovisual sources in
+accordance with the Chicago specifications. The \emph{Manual's}
+presentation of such sources (17.263--273), though admirably brief,
+seems to me somewhat inconsistent. I attempted to condense all the
+requirements into two new entry types, but ended up relying on three,
+the differences between which I shall attempt to delineate here.
+There are likely to be occasions when your choice of entry type is not
+obvious, but at the very least \textsf{biblatex-chicago} should help
+you maintain consistency. For users of the author-date style, it is
+as well to note here that the \emph{Manual} (17.265) suggests that
+\enquote{such materials are best mentioned in running text and grouped
+ in the reference list under a subhead,} a suggestion you may wish to
+follow, particularly if your audiovisual entries don't typically
+contain the information --- \textsf{author} and \textsf{date} ---
+needed to produce a parseable parenthetical citation.
+
+\mylittlespace The \textbf{music} type is intended for all musical
+recordings that do not have a video component. This means, for
+example, digital media (whether on CD or hard drive), vinyl records,
+and tapes. The \textbf{video} type includes (nearly) all visual
+media, whether it be films, TV shows, tapes and DVDs of the preceding
+or of any sort of performance (including music), or online multimedia.
+Finally, the \textbf{audio} type, our current concern, fills gaps in
+the two others, and presents its sources in a more \enquote{book-like}
+manner. Published musical scores need this type --- unpublished ones
+would use \textsf{misc} with an \textsf{entrysubtype}
+(shapey:partita:15) --- as do such favorite educational formats as the
+slideshow and the filmstrip (greek:filmstrip:15, schubert:muellerin,
+verdi:corsaro). The \emph{Manual} (17.269--270) sometimes uses a
+similar format for audio books and even for films (twain:audio,
+weed:flatiron), though elsewhere these sorts of material are presented
+as \textsf{music} and \textsf{video}, respectively. It would appear
+to depend on which sorts of publication facts you wish to present ---
+cf.\ \emph{Manual} 17.269.
+
+\mylittlespace Once you've accepted the analogy of composer to
+\textsf{author}, constructing an \textsf{audio} entry should be fairly
+straightforward, since many of the fields function just as they do in
+\textsf{book} or \textsf{inbook} entries. Indeed, please note that I
+compare it to both these other types as, in common with the other
+audiovisual types, \textsf{audio} has to do double duty as an analogue
+for both books and collections, so while there will normally be an
+\textsf{author}, a \textsf{title}, a \textsf{publisher}, a
+\textsf{date}, and a \textsf{location}, there may also be a
+\textsf{booktitle} and/or a \textsf{maintitle} --- see
+schubert:muellerin for an entry that uses all three in citing one song
+from a cycle. If the medium in question needs specifying, the
+\textsf{type} field is the place for it. (It is characteristic of
+this entry type that such information is placed after the publisher
+information, whereas in the other audiovisual types their order is
+reversed.) Finally, the \textsf{titleaddon} field can specify
+functions for which \textsf{biblatex-chicago} provides no automated
+handling, e.g., a librettist (verdi:corsaro).
+
+\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
+obsolete, and any such entries in your .bib file will trigger an
+error. Please use the standard \textsf{biblatex} \textbf{letter} type
+instead.
+
+%\enlargethispage{-\baselineskip}
+
+\mybigspace This \mymarginpar{\textbf{customb}} entry type is now
+obsolete, and any such entries in your .bib file will trigger an
+error. Please use the standard \textsf{biblatex} \textbf{bookinbook}
+type instead.
+
+\mybigspace This \mymarginpar{\textbf{customc}} entry type has
+undergone a metamorphosis with this release, as I previously warned
+both here and in the RELEASE file. Rather than being a (deprecated)
+alias of the standard \textsf{biblatex} \textbf{suppbook}, it now
+allows you to include the expansions of abbreviations and shorthands
+\emph{inside} the list of references itself, as recommended by the
+\emph{Manual} (17.47), rather than in the list of shorthands.
+
+\mylittlespace In its simplest form, you need merely place the
+abbreviation of the (often institutional) author's name into the
+\textsf{author} field, and its expansion into the \textsf{title}
+field. To make sure it appears in the list of references, you can
+either manually include the entry key in a \cmd{nocite} command, or
+you can put that entry key in the \textsf{userc} field in the main
+.bib entry, in which case \textsf{biblatex-chicago-authordate} will
+print the expanded abbreviation if and only if you cite the main
+entry. (See abbrev:BSI, abbrev:ISO, bsi:abbreviation:15,
+iso:electrodoc:15.) Under ordinary circumstances,
+\textsf{biblatex-chicago} will connect the abbreviation and its
+expansion with the word \enquote{\emph{See}} --- or its equivalent in
+the document's language --- in italics. If you wish to present the
+cross-reference differently, you can put the connecting word(s) into
+the \textsf{nameaddon} field.
+
+\mylittlespace I haven't disabled in any way the mechanisms
+\textsf{biblatex} uses to produce the list of shorthands, so the
+\cmd{printshorthands} command will still print that list in your
+document. Judicious use of \texttt{skiplos} in the \textsf{options}
+field will therefore enable simultaneous use of several methods of
+shorthand presentation, if that is useful. It may be as well to
+mention here that the \emph{Manual} (17.39--40) offers other uses for
+this alphabetized cross-referencing system in reference lists, which
+may also prove helpful for the author-date style. See the discussion
+of \textsf{customc} in section~\ref{sec:entrytypes} of the notes \&\
+bibliography docs, above.
+
+\mylittlespace Finally, you may need to use this entry type if you
+wish to include a comment inside the parentheses of a citation, as
+specified by the \emph{Manual} (16.111). If you have a
+\textsf{postnote}, then you can manually provide the punctuation and
+comment there, e.g., \cmd{autocite[4; the unrevised
+ trans.]\{stendhal:parma\}}. Without a \textsf{postnote}, you'll
+need a separate \textsf{misc} or \textsf{customc} entry containing
+just the text of the comment in the \textsf{title} field,
+\textsf{entrysubtype} \texttt{classical}, and \textsf{options}
+\texttt{skipbib}. An \cmd{autocites} command calling both the main
+text and the comment will do the trick, e.g.,
+\cmd{autocites\{chicago:manual:15\}\{chicago:comment\}}.
+
+\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. There is, of course, nothing to prevent you from using the
+mechanism when referring to, e.g., chapters from a single-author book,
+but you'll have to use \textsf{incollection} instead of
+\textsf{inbook}.) 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 \colmarginpar{\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:memo and white:russ, you'll see two letters from the same
+published collection, both written in the same year. You can now
+simply use the \textsf{origdate} field in both of them, because in the
+absence of a \textsf{date} (or an \textsf{eventdate}) \textsf{Biber}
+and \textsf{biblatex} will use the \textsf{origyear} as the
+\textsf{labelyear}, putting it at the head of the entry and in the
+citation, and also ensuring that the letters \texttt{a,b,c} are
+appended to disambiguate the two sources. You no longer need anything
+in the \textsf{options} field at all, thanks to the way
+\cmd{DeclareLabelyear} works through the possibilities and finds a
+date to head the entry. In this case, it works because we are using
+the \textsf{xref} mechanism to refer to the whole published collection
+(white:total), so a separate citation of that entry provides the
+\textsf{date} for the shortened cross-reference included in the list
+of references, and the \textsf{letter} entry never sees that
+\textsf{date} at all.
+
+\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. (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:15,
+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},
+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 the only date present is an
+\textsf{origdate}, you no longer need to set the \texttt{cmsdate}
+option in your .bib entry to make sure that that year appears at the
+head of the entry (and in citations) --- this now happens
+automatically. (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},
+further information can be given in the \textsf{titleaddon} field,
+while the \textsf{origlocation} field can hold the place where the
+letter was written. 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 This \mymarginpar{\textbf{music}} is one of three new
+audiovisual entry types, and is intended primarily to aid in the
+presentation of musical recordings that do not have a video component,
+though it can also include audio books (auden:reading:15). A DVD or
+VHS of an opera or other performance, by contrast, should use the
+\textbf{video} type instead (handel:messiah:15). Because
+\textsf{biblatex} --- and \textsc{Bib}\TeX\ before it --- were
+designed primarily for citing book-like objects, some choices needed
+to be made in assigning the various roles found on the back of a CD to
+the fields in a typical .bib entry. I have also implemented several
+new bibstrings to help in identifying these roles within entries. If
+you can think of a simpler way to distribute the roles, please let me
+know, so that I can consider making changes before anyone gets used to
+the current equivalences.
+
+\mylittlespace These equivalences, in summary form, are:
+
+{\renewcommand{\descriptionlabel}[1]{\qquad\textsf{#1}}
+\begin{description}
+\item[author =] composer, songwriter, or performer(s),
+ depending on whom you wish to emphasize by placing them at the head
+ of the entry.
+\item[editor, editora, editorb =] conductor, director or
+ performer(s). These will ordinarily follow the \textsf{title} of
+ the work, though the usual \texttt{useauthor} and \texttt{useeditor}
+ options can alter the presentation within an entry. Because these
+ are non-standard roles, you will need to identify them using the
+ following:
+\item[editortype, editoratype, editorbtype:] The most common roles,
+ all associated with specific bibstrings (or their absence), will be
+ \texttt{conductor}, \texttt{director}, \texttt{producer}, and,
+ oddly, \texttt{none}. The last is particularly useful when
+ identifying the group performing a piece, as it usually doesn't need
+ further specifying and this role prevents \textsf{biblatex} from
+ falling back on the default \texttt{editor} bibstring.
+\item[title, booktitle, maintitle:] As with the other audiovisual
+ types, \textsf{music} serves as an analogue both to books and to
+ collections, so the title will either be, e.g., the album title or a
+ song title, in which latter case the album title would go into
+ \textsf{booktitle}. The \textsf{maintitle} might be necessary for
+ something like a box set of \emph{Complete Symphonies}.
+\item[series, number:] These two are closely associated, and are
+ intended for presenting the catalog information provided by the
+ music publisher, especially in the case when a publisher oversees
+ more than one label. In nytrumpet:art:15, for example, the
+ \textsf{series} field holds the label (\texttt{Vox/Turn\-about}) and
+ the \textsf{number} field the catalog number (\texttt{PVT 7183}).
+ You can certainly put all of this information into one of the above
+ fields, but separating it may help make the .bib entry more
+ readable.
+\item[howpublished/pubstate:] The \emph{Manual} (17.268) follows the
+ rather specialized requirements for presenting publishing
+ information for musical recordings. The normal symbol for musical
+ copyright is\ \texttt{\textcircledP} (Unicode point u+2117, SOUND
+ RECORDING COPYRIGHT), but other copyrights \texttt{\textcopyright}
+ are often also asserted. The \textsf{howpublished} field is the
+ place for these symbols, and it may also have to hold a year
+ designation if the \texttt{\textcircledP} and the
+ \texttt{\textcopyright} apply to different years, as sometimes
+ happens. In keeping with its general usage in the author-date
+ style, but also recognizing the peculiarities of this entry type, I
+ have made the \textsf{pubstate} field a synonym for
+ \textsf{howpublished}. Please choose only one of them per entry,
+ and remember that the automatic presentation of reprints via the
+ \textsf{pubstate} field is disabled in \textsf{music} entries. (See
+ nytrumpet:art:15.)
+\item[date, publisher:] Ordinarily, you can use a combination of the
+ \textsf{date} and \textsf{origdate} fields, along with the
+ \texttt{cmsdate} entry option, to present the various dates of
+ publication and republication of a work. This will mostly still
+ work in \textsf{music} entries, but, as I just pointed out, the
+ automatic presentation of reprints via the \textsf{pubstate} field
+ has been turned off, as it doesn't provide a good fit for the
+ materials at hand. Instead, the \textsf{howpublished} or
+ \textsf{pubstate} field can be used manually to present the
+ publishing complexities, including year information that won't be
+ placed at the head of an entry. Any year data you do wish placed
+ there needs to go in \textsf{date} or \textsf{origdate}, as usual.
+ Thankfully, the \textsf{publisher} field itself is self-explanatory.
+\item[type:] As in all the audiovisual entry types, the \textsf{type}
+ field holds the medium of the recording, e.g., vinyl, 33 rpm,
+ 8-track tape, cassette, compact disc, mp3, ogg vorbis.
+\end{description}}
+
+I should also note here that I have implemented the standard
+\textsf{biblatex} \textbf{eventdate} field, in case you need it to
+identify a particular recording session or concert. It will be
+printed just after the \textsf{title}. The entries in
+\textsf{dates-test.bib} should at least give you a good idea of how
+this all works, and that file also contains an example of an audio
+book presented in a \textsf{music} entry. If you browse the examples
+in the \emph{Manual} you will see that no author-date examples are
+given, so I have generally adopted the formatting decisions I made for
+the notes \&\ bibliography style. Arguments as to why I'm wrong will,
+of course, be entertained. (Cf. 17.268; auden:reading:15,
+beethoven:sonata29, bernstein:shostakovich, nytrumpet:art:15.)
+
+\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.
+
+%\enlargethispage{\baselineskip}
+
+\mybigspace The \mymarginpar{\textbf{patent}} \emph{Manual} is very
+brief on the subject of patents (17.219), but very clear about which
+information it wants you to present, so such entries may not work well
+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:15, bundy:macneil,
+Clemens:letter, gourmet:052006, kozinn:review, nyt:trevorobit,
+ratliff:review:15, unsigned:ranke, wallraff:word.)
+
+%\enlargethispage{\baselineskip}
+
+\mybigspace This \mymarginpar{\textbf{suppbook}} is the entry type to
+use if the main focus of a reference is supplemental material in a
+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.
+
+\mybigspace This \mymarginpar{\textbf{video}} is the last of the new
+audiovisual entry types, and as its name suggests it is intended for
+citing visual media, be it films of any sort or TV shows, broadcast,
+on the Net, on VHS, DVD, or Blu-ray. As with the \textsf{music} type
+discussed above, certain choices had to be made when associating the
+production roles found, e.g., on a DVD, to those bookish ones provided
+by \textsf{biblatex}. Here are the main correspondences:
+
+{\renewcommand{\descriptionlabel}[1]{\qquad\textsf{#1}}
+\begin{description}
+\item[author:] This will not infrequently be left undefined, as the
+ director of a film should be identified as such and therefore placed
+ in the \textsf{editor} field with the appropriate
+ \textsf{editortype} (see below). You will need it, however, to
+ identify the composer of, e.g., an oratorio on VHS
+ (handel:messiah:15), or perhaps the provider of commentaries or
+ other extras on a film DVD (cleese:holygrail).
+\item[editor, editora, editorb:] The director or producer, or possibly
+ the performer or conductor in recorded musical performances. These
+ will ordinarily follow the \textsf{title} of the work, though the
+ usual \texttt{useauthor} and \texttt{useeditor} options can alter
+ the presentation within an entry. Because these are non-standard
+ roles, you will need to identify them using the following:
+\item[editortype, editoratype, editorbtype:] The most common roles,
+ all associated with specific bibstrings (or their absence), will
+ likely be \texttt{director}, \texttt{produ\-cer}, and, oddly,
+ \texttt{none}. The last is particularly useful if you want to
+ identify performers, as they usually don't need further specifying
+ and this role prevents \textsf{biblatex} from falling back on the
+ default \texttt{editor} bibstring.
+\item[title, titleaddon, booktitle, maintitle:] As with the other
+ audiovisual types, \textsf{video} serves as an analogue both to
+ books and to collections, so the \textsf{title} may be of a whole
+ film DVD or of a TV series, or it may identify one episode in a
+ series or one scene in a film. In the latter cases, the title of
+ the whole would go in \textsf{booktitle}. The \textsf{titleaddon}
+ field may be useful for specifying the season and/or episode number
+ of a TV series, or for any other information that needs to come
+ between the \textsf{title} and the \textsf{booktitle}
+ (cleese:holygrail, episode:tv, handel:messiah:15). As in the
+ \textsf{music} type, \textsf{maintitle} may be necessary for a boxed
+ set or something similar.
+\item[date, origdate, pubstate:] The publication details of this sort
+ of material are usually straightforward, at least compared with the
+ \textsf{music} type, but there will be occasions when you need two
+ dates. When citing an episode of a long-running TV series you may
+ need both a date for the episode and either a range for the whole
+ run or a year for the release of the box set, and when citing a film
+ on DVD you may want to present both the original release date and
+ the date of release on DVD. In these cases, the usual
+ \textsf{chicago-authordate} mechanisms for choosing the date to
+ appear at the head of an entry apply. You can also use the standard
+ \textsf{pubstate} field with \texttt{reprint} in it to control the
+ printing of the original date in parentheses at the end of the
+ entry, though I have altered the string that is printed there (see
+ next item). I have also disabled the printing of the
+ \cmd{bibstring\{reprint\}} before the publication information, as it
+ doesn't really apply to this class of material. Cf.\ episode:tv,
+ hitchcock:nbynw; \textsf{pubstate}, below.
+\item[entrysubtype:] In most entry types, the string printed in
+ parentheses to date the original appearance of a work is
+ \enquote{\texttt{Orig.\ pub.}} This won't work in \textsf{video},
+ so by default in this entry type it will print
+ \enquote{\texttt{Orig.\ released.}} As this isn't quite right for
+ TV shows, you can place the exact string \texttt{tv} into the
+ \textsf{entrysubtype} field to obtain \enquote{\texttt{Orig.\
+ shown.}} Alternatively, you can put whatever you like in the
+ \textsf{pubstate} field, including parentheses and the year if you
+ want them, and all of it will appear where it should. (The
+ \emph{Manual} gives no guidance on presenting televisual materials,
+ so I've improvised. Any improvements will be gratefully
+ considered.)
+\item[type:] As in all the audiovisual entry types, the \textsf{type}
+ field holds the medium of the \textsf{title}, e.g., 8 mm, VHS, DVD,
+ Blu-ray, MPEG.
+\end{description}}
+
+As with the \textsf{music} type, entries in \textsf{dates-test.bib}
+should at least give you a good idea of how all this works. (Cf.\
+17.270, 273; cleese:holygrail, episode:tv, handel:messiah:15,
+hitchcock:nbynw, loc:city.)
+
+\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:15). 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). \textsf{Biber} now takes care of alphabetizing
+entries no matter which name appears at their head, and the package
+also automatically provides 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. Another peculiarity of the system is that setting the
+Chicago-specific \texttt{usecompiler} option to \texttt{false} doesn't
+remove \textsf{namec} from the sorting list, whereas the other
+standard \textsf{biblatex} toggles \emph{do} remove their names from
+the sorting list, so in some corner cases you may need the
+\textsf{sortkey} field. See \cmd{DeclareSortingScheme} in
+section~\ref{sec:authformopts}, below.
+
+\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:15, 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.
+
+\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:15, I
+provided a \textsf{shorthand} field, which by default in
+\textsf{biblatex-chicago-authordate} will appear in text citations.
+With this release, you can expand the abbreviation inside the list of
+references itself, as suggested by the \emph{Manual}, (17.47). Please
+see \textsf{customc} above and \textsf{shorthands} below for the
+details. (A list of shorthands can still clarify the abbreviation, if
+you wish.)
+
+\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 citations. (See the \textsf{author} docs just above. Also
+\emph{Manual} 17.33--34; cook:sotweed, horsley:prosodies.)
+
+%\enlargethispage{-\baselineskip}
+
+\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.
+
+%\enlargethispage{\baselineskip}
+
+\mybigspace An \mymarginpar{\textbf{booktitleaddon}} annex to the
+\textsf{booktitle}. It will be printed in the main text font, without
+quotation marks. If your data begins with a word that would
+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, \colmarginpar{\textbf{date}} this is one of
+the key fields for the author-date style, and one which, as a general
+rule, every .bib entry designed for this system ought to contain. So
+important is it, that \textsf{biblatex-chicago-authordate} will, in
+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, with \textsf{Biber}, an absent \textsf{date}
+will automatically provoke it into searching for other sorts of dates
+in the entry, in the order \textsf{date, eventdate, origdate,
+ urldate}. Only when it finds no year at all will it fall back on
+\cmd{bibstring\{nodate\}}. You can eliminate some of these dates from
+the running, or change the search order, using the
+\cmd{DeclareLabelyear} command in your preamble, but please be aware
+that I have hard-coded this order into the author-date style in order
+to cope with some tricky corners of the specification. If you reorder
+these dates, and your references enter these tricky corners, the
+results might be surprising. (Cf.\ section~4.5.2 in
+\textsf{biblatex.pdf} for the \cmd{DeclareLabelyear} command.)
+Second, the entry types in which this automatic provision is turned
+off are \textsf{inreference}, \textsf{misc}, and \textsf{reference},
+none of which may be expected in the standard case to have a date
+provided. In all other entry types \enquote{\texttt{n.d.}}\ will
+appear if no date is provided, though you can turn this off throughout
+the document in all entry types with the option \texttt{nodates=false}
+when loading \textsf{biblatex-chicago} in your preamble. (See
+section~\ref{sec:authpreset}, below.) Third, if you wish to provide
+the \enquote{\texttt{n.d.}}\ yourself in the \textsf{year} field,
+please instead put \cmd{bibstring\{nodate\}} there, as otherwise the
+punctuation in citations will come out (subtly) wrong. Fourth, while
+we're on the subject, the \textsf{year} field is also the place for
+things like \enquote{\texttt{forthcoming},} though you should use the
+\cmd{autocap} macro there to make sure the word comes out correctly in
+both citations and the list of references. The reason for this is
+that the \textsf{date} field accepts only numerical data, in
+\textsc{iso}8601 format (\texttt{yyyy-mm-dd}), whereas \textsf{year}
+can, conveniently, hold just about anything. It may be worth noting
+here that \textsf{Biber} is somewhat more exacting when parsing the
+\textsf{date} field than \textsc{Bib}\TeX, so a field looking like
+\texttt{1968/75} will simply be ignored, producing
+\enquote{\texttt{n.d.}}\ in the output --- you need \texttt{1968/1975}
+instead. If you want a more compressed year range, then you'll want
+to use the \textsf{year} field.
+
+\mylittlespace Fifth, for most entry types, only a year is really
+necessary, and in all types only the year --- or year range --- will
+be printed in text citations and at the head of entries in the list of
+references. More specific \textsf{date} fields are often present,
+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. If you follow the recommendations of the \emph{Manual} and
+document newspaper articles within running text (17.191), then the
+citations need to contain the complete \textsf{date} along with the
+\textsf{journaltitle}. Placing \mycolor{\texttt{cmsdate=full}} (and
+\texttt{skipbib}) in the \textsf{options} field of an \textsf{article}
+or a \textsf{review} entry, alongside a possible
+\texttt{useauthor=false}, should allow you to achieve this. 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:15, batson,
+creel:house, nass:address, petroff:impurity, powell:email.)
+
+\mylittlespace Sixth, the \emph{Manual} (17.125--7) provides a number
+of options for when a particular entry --- a reprinted edition, say
+--- has more than one date, and \textsf{biblatex-chicago-authordate}
+allows you to choose among all of them. The user interface is a
+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 relevant to this context, though there is a fifth
+state (\mycolor{\texttt{full}}) which I've discussed two paragraphs
+up:
+
+\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, which
+appears first in the default definition of \cmd{DeclareLabelyear}, and
+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 always first 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 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}, as can
+also be the case in the \textsf{letter} entries I mentioned in the
+previous paragraph, \textsf{Biber} and the default
+\cmd{DeclareLabelyear} definition now make it possible to do without a
+\texttt{cmsdate} option, as \textsf{biblatex} will in such a case use
+the \textsf{origdate} to order the entries in a reference list, and
+will also append the alphabetical suffix if more than one entry by the
+same author has the same \textsf{origyear}. 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:me\-mo, 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}.
+
+%\enlargethispage{-\baselineskip}
+
+\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:15), 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:15).
+
+\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}} newer
+releases of \textsf{biblatex} provide these fields as a means to
+specify additional contributors to texts in a number of editorial
+roles. In the Chicago styles they seem most relevant for the
+audiovisual types, especially \textsf{music} and \textsf{video}, where
+they help to identify conductors, directors, producers, and
+performers. To specify the role, use the fields \textsf{editoratype},
+\textsf{editorbtype}, and \textsf{editorctype}, which see. (Cf.\
+bernstein:shostakovich, handel:messiah:15.)
+
+\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, allowing
+you to choose from a variety of editorial roles while only using the
+\textsf{editor} field. 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}. \textsf{Biblatex}'s sorting algorithms, and
+also its \textsf{labelname} mechanism, should both work properly no
+matter sort of name you provide, thanks to \textsf{Biber} and the
+(default) Chicago-specific definitions of \cmd{DeclareLabelname} and
+\cmd{DeclareSortingScheme}. (Cf.\ section~\ref{sec:authformopts},
+below). If, however, the \textsf{namea} field provides the name, and
+that name isn't automatically shortened properly by \textsf{biblatex},
+then your .bib entry will need to have a \textsf{shorteditor} defined
+to help with in-text citations, not a \textsf{shortauthor}, possibly
+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
+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, and they have now found a use particularly in
+\textsf{music} and \textsf{video} entries. Cf.\
+bernstein:shostakovich, handel:messiah:15.
+
+%\enlargethispage{\baselineskip}
+
+\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 five 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, 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. Fifth, and
+finally, you can use the exact string \texttt{tv} to identify
+televisual material as a subset of the \textsf{video} entry type.
+This will only affect the entry in the list of references if you use
+\texttt{reprint} in the \textsf{pubstate} field in order to print
+the date a program was originally shown in parentheses at the end of
+such an entry. (It's a niche usage but it at least maintains
+consistency for the \texttt{reprint} mechanism. Cf.\
+\textsf{pubstate}, below.)
+
+\mybigspace Kazuo
+\colmarginpar{\textbf{eprint}\\\textbf{eprintclass}\\\textbf{eprinttype}}
+Teramoto suggested adding \textsf{biblatex's} excellent
+\textsf{eprint} handling to \textsf{biblatex-chicago}, and he sent me
+a patch implementing it. With minor alterations, I have applied it to
+this release, so these three fields now work more or less as they do
+in standard \textsf{biblatex}. They may prove helpful in providing
+more abbreviated references to online content than conventional URLs,
+though I can find no specific reference to them in the \emph{Manual}.
+
+\mybigspace This \colmarginpar{\textbf{eventdate}} is a standard
+\textsf{biblatex} field, added recently to the \textbf{music} entry
+type in case users need it to identify a particular recording session
+or concert. See the documentation of that type above. In the default
+configuration of \cmd{DeclareLabel\-year}, an entry missing a
+\textsf{date} will use the \textsf{eventdate} to find a year for the
+citation and list of references, though the rest of the field would in
+such a case be ignored in any entry other than \textsf{music}.
+
+\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, and either it or \textsf{pubstate} can be used
+in \textsf{music} entries to clarify publication details.
+
+\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.
+
+\enlargethispage{\baselineskip}
+
+\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:15). 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:15, kimluu:diethyl:15, 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:15, 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:15). 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.
+
+\mylittlespace In the \textsf{customc} entry type, on the other hand,
+which is used to create alphabetized expansions of
+\textsf{shorthands}, the \textsf{nameaddon} field allows you to change
+the default string linking the two parts of the expansion. The code
+automatically tests for a known bibstring, which it will italicize.
+Otherwise, it prints the string as is.
+
+\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
+can use that field to identify a compiler.)
+
+\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. \textsf{Biblatex}'s sorting
+algorithms, and also its \textsf{labelname} mechanism, should both
+work properly no matter sort of name you provide, thanks to
+\textsf{Biber} and the (default) Chicago-specific definitions of
+\cmd{DeclareLabelname} and \cmd{DeclareSortingScheme}. (Cf.\
+section~\ref{sec:authformopts}, below).
+
+\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:15,
+gibbard:15, 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 \colmarginpar{\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} --- \textsf{Biber} and the default
+\cmd{DeclareLabelyear} configuration now make it possible to do
+without a \texttt{cmsdate} option, as the \textsf{origdate} will
+automatically appear where and as it should. In entries with both
+dates you have a choice of which 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.
+
+%\enlargethispage{\baselineskip}
+
+\mybigspace In \mymarginpar{\textbf{origlanguage}} keeping with the
+\emph{Manual}'s specifications, I have fairly thoroughly redefined
+\textsf{biblatex}'s facilities for treating translations. The
+\textsf{origtitle} field isn'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}.
+
+\enlargethispage{\baselineskip}
+
+\mybigspace At \colmarginpar{\textbf{origlocation}} least one notes
+\&\ bibliography example in the \emph{Manual} provides a more complete
+specification of a reprinted book's original publication details than
+has been possible using previous releases of \textsf{biblatex-chicago}
+(17.123). It seems reasonable to include this in the author-date
+style, as well, so starting with this release, you can provide both an
+\textsf{origlocation} and an \textsf{origpublisher} to go along with
+the \textsf{origdate}, should you so wish, and all of this information
+will be printed in the reference list. You can now also use this
+field in a \textsf{letter} or \textsf{misc} (with
+\textsf{entrysubtype}) entry to give the place where a published or
+unpublished letter was written (17.76). (Jonathan Robinson has
+suggested that the \textsf{origlocation} may in some circumstances
+actually be necessary for disambiguation, his example being early
+printed editions of the same material printed in the same year but in
+different cities. The new functionality should make this simple to
+achieve. Cf.\ \textsf{origdate}, \textsf{origpublisher} and
+\textsf{pubstate}; schweitzer:bach.)
+
+\mybigspace As \colmarginpar{\textbf{origpublisher}} with the
+\textsf{origlocation} field just above, this new field allows you to
+provide fuller original publication details for reprinted books. You
+can now provide an \textsf{origpublisher} and/or an
+\textsf{origlocation} in addition to the \textsf{origdate}, and all
+will be presented in long notes and bibliography. (Cf.\
+\textsf{origdate}, \textsf{origlocation}, and \textsf{pubstate};
+schweitzer:bach.)
+
+\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:15.
+
+\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 (localized)
+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.
+In \textsf{music} entries, its literal contents will always be printed
+as part of the publication data.
+
+\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.
+
+%\enlargethispage{-\baselineskip}
+
+\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, and if there is no \textsf{author} it will search
+\textsf{namea}, \textsf{editor}, \textsf{nameb}, \textsf{translator},
+and \textsf{namec}, in that order. The current versions of
+\textsf{biblatex} and \textsf{biber} will now automatically
+alphabetize by any of these names if they appear 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\}}} (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.
+
+%\enlargethispage{\baselineskip}
+
+\mybigspace This \mymarginpar{\textbf{shorthand}} is
+\textsf{biblatex}'s mechanism for using abbreviations in citations.
+For \textsf{biblatex-chicago-authordate} I have modified it somewhat
+to conform to the needs of the specification, though there is a
+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,
+with 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 an alphabetized
+cross-refer\-ence inside the list of references itself. In this
+release of \textsf{biblatex-chicago}, I have reclaimed one of the
+custom entry types (\textbf{customc}) to implement exactly this
+system. See the explanation of this entry type above, but basically
+you can put the abbreviation itself in the \textsf{author} field and
+its expansion in the \textsf{title} field, then use either
+\cmd{nocite} or a \textsf{userc} field to ensure the entry appears in
+the list of references. (Cf.\ abbrev:BSI, abbrev:ISO,
+bsi:abbreviation:15, iso:electrodoc:15.)
+
+\mylittlespace The author-date style will still automatically print
+the cross-reference in the list of shorthands too, as in standard
+\textsf{biblatex}, if the \cmd{printshorthands} command appears in
+your document. You can place \texttt{skiplos} in the \textsf{options}
+field to exclude a particular entry from the list of shorthands if you
+do decide to print that list, giving maximum flexibility. Indeed,
+\colmarginpar{New!} for this release, I have provided two new options
+to add to this flexibility. First, I have included two new
+\texttt{bibenvironments} for use with the \texttt{env} option to the
+\cmd{printshorthands} command: \mycolor{\texttt{losnotes}} is designed
+to allow a list of shorthands to appear inside footnotes, while
+\mycolor{\texttt{losendnotes}} does the same for endnotes. Their main
+effect is to change the font size, and in the latter case to clear up
+some spurious punctuation and white space that I see on my system when
+using endnotes. (You'll probably also want to use the option
+\texttt{heading=none} in order to get rid of the [oversized] default,
+providing your own within the \cmd{footnote} command.) Second, I have
+provided a new package option, \mycolor{\texttt{shorthandfull}}, which
+prints entries in the list of shorthands which contain full
+bibliographical information, effectively allowing you to eschew the
+list of references in favor of a fortified shorthand list. This
+option will only work if used in tandem with \texttt{cmslos=false}, as
+the whole functionality seems to me closely related to the more
+standard ways of presenting 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 with a corporate
+author beginning with the definite or indefinite article will usually
+require your assistance in this way (cotton:manufacture,
+grove:sibelius). The default settings of \cmd{DeclareSortingScheme}
+now include the three supplemental name fields (\textsf{name[a-c]})
+and also the \textsf{journaltitle} in the sorting algorithm, so you
+should find these algorithms needing less help than before. 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.
+\item[\qquad Italics or Roman:] All of the audiovisual entry types ---
+ \textsf{audio}, \textsf{music}, and \textsf{video} --- have to serve
+ as analogues both to \textsf{book} and to \textsf{inbook}.
+ Therefore, if there is both a \textsf{title} and a
+ \textsf{booktitle}, then the \textsf{title} will be in the main text
+ font. If there is no \textsf{booktitle}, then the \textsf{title}
+ will be italicized.
+\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:15,
+ mchugh:wake:15).
+\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:15, garrett:15,
+ gibbard:15, loften:hamlet, loomis:structure:15, murphy:silent:15,
+ osborne:poi\-son, ratliff:review:15, 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:15). A word or phrase in
+quotation marks, but that isn't a quotation, retains those marks in
+all title types (kimluu:diethyl:15).
+
+\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:15, 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.)
+
+\enlargethispage{\baselineskip}
+
+\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:15). (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:15,
+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}, \textsf{audio}, \textsf{image}, \textsf{music}, and
+\textsf{video} entries to identify the medium of the work, e.g.,
+\texttt{oil on canvas}, \texttt{albumen print}, \texttt{compact disc},
+or \texttt{MPEG}. If the first word in this field would normally only
+be capitalized at the beginning of a sentence, then leave it in
+lowercase in your .bib file and \textsf{biblatex} will automatically
+do the right thing in citations. Cf.\ \textsf{artwork},
+\textsf{audio}, \textsf{image}, \textsf{music}, and \textsf{video},
+above, for all the details. (See auden:reading:15, bedford:photo,
+cleese:holygrail, leo:madonna, nytrumpet:art:15.)
+
+\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.
+
+\enlargethispage{\baselineskip}
+
+\mybigspace Standard \colmarginpar{\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:15,
+sirosh:visualcortex, wikiped:bib\-tex). In the default setting of
+\cmd{DeclareLabelyear}, any entry without a \textsf{date},
+\textsf{eventdate}, or \textsf{origdate} will now use the
+\textsf{urldate} to find a year for citations and the list of
+references (grove:sibelius, wikiped:bibtex). Please note that the
+\textbf{urlday}, \textbf{urlmonth}, and \textbf{urlyear} fields are
+all now obsolete.
+
+%\enlargethispage{\baselineskip}
+
+\mybigspace A \mymarginpar{\textbf{usera}} supplemental
+\textsf{biblatex} field which functions in \textsf{biblatex-chicago}
+almost as a \enquote{\textsf{journaltitleaddon}} field. In
+\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 I \mymarginpar{\textbf{userc}} have now implemented this
+supplemental \textsf{biblatex} field as part of the Chicago
+author-date style's handling of the \textsf{shorthand} field and other
+cross-references within the list of references. (The \enquote{c} part
+is meant as a sort of mnemonic for this latter, general function,
+though its main use will probably be in association with the former.)
+If you use the \textbf{customc} entry type to include alphabetized
+expansions of \textsf{shorthands} in the reference list, or indeed to
+provide cross-references of any sort to separate entries in that list,
+it is unlikely that you will cite the \textsf{customc} entry itself in
+the body of your text. Therefore, in order for it to appear in the
+reference list, you have two choices. You can either include the
+entry key of the \textsf{customc} entry in a \cmd{nocite} command
+inside your document, or you can place that entry key in the
+\textsf{userc} field of the .bib entry that actually uses the
+\textsf{shorthand}. In the latter case, \textsf{biblatex-chicago}
+will call \cmd{nocite} for you when you cite the main entry. (See
+17.39--40,47; abbrev:BSI, abbrev:ISO, bsi:abbreviation:15,
+iso:electrodoc:15.)
+
+\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.
+
+\enlargethispage{-\baselineskip}
+
+\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{audio},
+ \textsf{image}, \textsf{music}, \textsf{suppbook},
+ \textsf{suppcollection}, and \textsf{video} entry types.
+\end{enumerate}
+
+If you accidentally use the \cmd{autocap} macro in one of the above
+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.
+
+\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; in the \textsf{language} field in
+all entry types; and in the \textsf{nameaddon} field in
+\textsf{customc} entries. These are the places, as far as I can make
+out, where \textsf{biblatex's} standard styles support this feature,
+though I have added the last, style-specific, one. If Lehman
+generalizes it still further in a future release, I shall do the same,
+if possible.
+
+%\enlargethispage{\baselineskip}
+
+\mybigspace This \mymarginpar{\textbf{\textbackslash mkbibquote}} is
+the standard \textsf{biblatex} command, which requires attention here
+because it is a crucial part of the mechanism of Lehman's
+\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:15).
+
+\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}, though both commands revert to their standard
+\textsf{biblatex} behavior when you give the \texttt{cmslos=false}
+option in the preamble.
+
+\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} §3.1.2.1.) 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: ().
+
+\enlargethispage{\baselineskip}
+
+\mylittlespace This \mymarginpar{\texttt{labelyear=\\true}} option
+tells \textsf{biblatex} to provide the special \textsf{labelyear} and
+\textsf{extrayear} fields for author-date styles.
+
+\mylittlespace These \colmarginpar{\textsf{\texttt{maxbibnames\\=10\\
+ minbibnames\\=7}}} two options are new, and control the number
+of names printed in the list of references when that number exceeds
+10. These numbers follow the recommendations of the \emph{Manual}
+(17.29--30), and they are different from those for use in citations.
+With \textsf{biblatex} 1.6 and later you can no longer redefine
+\texttt{maxnames} and \texttt{minnames} in the \cmd{printbibliography}
+command at the bottom of your document, so \textsf{biblatex-chicago}
+now does this automatically for you, though of course you can change
+them in your document preamble. Please see
+section~\ref{sec:otherhints:auth} below (and the file
+\textsf{cms-dates-sample.pdf}) for hints on dealing with entries with
+more than three authors.
+
+\mylittlespace This \mymarginpar{\texttt{pagetracker=\\true}} enables
+page tracking for the \cmd{iffirstonpage} and \cmd{ifsamepage}
+commands for controlling, among other things, the \emph{ibidem}
+mechanism. It tracks individual pages if \LaTeX\ is in oneside mode,
+or whole spreads in twoside mode.
+
+\mylittlespace This \mymarginpar{\texttt{punctfont=\\true}} fixes a
+minor problem with punctuation in titles, ensuring that the colon
+between a title and a subtitle appears in the correct, matching font.
+
+\mylittlespace This \mymarginpar{\texttt{sortcase=\\false}} turns off
+the sorting of uppercase and lowercase letters separately, a practice
+which the \emph{Manual} doesn't appear to recommend.
+
+\mylittlespace This \colmarginpar{\texttt{sorting=cms}} setting, new
+in this release, takes advantage of the \cmd{DeclareSortingScheme}
+command provided by \textsf{biblatex} and \textsf{biber}, in effect
+implementing a default sorting order in the list of references
+tailored to comply with the Chicago author-date specification. Please
+see the documentation of \cmd{DeclareSortingScheme} in
+section~\ref{sec:authformopts}, below.
+
+\mylittlespace This \mymarginpar{\texttt{uniquelist=\\minyear}}
+enables \textsf{biblatex-chicago-authordate} to disambiguate entries
+which have more than three \textsf{authors}, but which differ
+\emph{after} the first name in the list. This will only occur when
+two such entries have the same \textsf{year} (16.118). The option is
+\textsf{Biber}-only, like the following, which means that this
+next-generation \textsc{Bib}\TeX\ replacement is now required for the
+author-date style. Please see \textsf{cms-dates-sample.pdf} and
+section~\ref{sec:otherhints:auth}, below, for further details.
+
+\mylittlespace This \mymarginpar{\texttt{uniquename=\\minfull}}
+enables the package to distinguish different authors who share a
+surname, using initials in the first instance, and whole names if
+initials aren't enough (16.108). The option is now
+\textsf{Biber}-only, like the previous one.
+
+\mylittlespace This \mymarginpar{\texttt{usetranslator\\=true}}
+enables automatic use of the \textsf{translator} at the head of
+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*{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 Gildas Hamel pointed out that my default definition, in
+\textsf{biblatex-chicago.sty}, of \textsf{biblatex's}
+\cmd{bibnamedash} didn't work well with many fonts, leaving a line of
+three dashes separated by gaps. He suggested an alternative, which
+I've adopted, with a minor tweak to make the dash thicker, though you
+can toy with all the parameters to find what looks right with your
+chosen font. The default definition is:
+\cmd{renewcommand*\{\textbackslash bibnamedash\}\{\textbackslash
+ rule[.4ex]\{3em\}\{.6pt\}\}}.
+
+\mylittlespace With \colmarginpar{\texttt{losnotes}
+ \&\\\texttt{losendnotes}} this release, and at the request of
+Kenneth Pearce, I have added two new \texttt{bibenvironments} to
+\textsf{chicago-authordate.bbx}, for use with the \texttt{env} option
+to the \cmd{printshorthands} command. The first, \texttt{losnotes},
+is designed to allow a list of shorthands to appear inside footnotes,
+while \texttt{losendnotes} does the same for endnotes. Their main
+effect is to change the font size, and in the latter case to clear up
+some spurious punctuation and white space that I see on my system when
+using endnotes. (You'll probably also want to use the option
+\texttt{heading=none} in order to get rid of the [oversized] default,
+providing your own within the \cmd{footnote} command.) Please see the
+documentation of \textsf{shorthand} in
+section~\ref{sec:fields:authdate} above for further options available
+to you for presenting and formatting the list of shorthands.
+
+\mylittlespace The next-generation backend \textsf{Biber} offers
+enhanced functionality in many areas, two of which I've implemented in
+this release. If the default definitions don't work well for you, you
+can redefine all of them in your document preamble --- see
+\textsf{biblatex.pdf} §§4.5.1 and 4.5.2.
+
+\mylittlespace This \colmarginpar{\cmd{Declare-}\\\texttt{Labelname}}
+option allows you to add name fields for consideration when
+\textsf{biblatex} is attempting to find a shortened name for in-text
+citations. This, for example, allows a compiler (=\textsf{namec}) to
+appear in citations without any other intervention from the user,
+rather than requiring a \textsf{shortauthor} field as previous
+releases of \textsf{biblatex-chicago} did. The default definition
+currently is
+\texttt{\{shortauthor,author,\\shorteditor,namea,editor,nameb,translator,namec\}}.
+
+\mylittlespace The
+\colmarginpar{\cmd{Declare-}\\\texttt{SortingScheme}} third
+\textsf{Biber} enhancement I have implemented allows you to include
+almost any field whatsoever in \textsf{biblatex's} sorting algorithms
+for the list of references, so that a great many more entries will be
+sorted correctly automatically rather than requiring manual
+intervention in the form of a \textsf{sortkey} field or the like.
+Code in \textsf{biblatex-chicago.sty} sets the \textsf{biblatex}
+option \texttt{sorting=cms}, which is a custom scheme, basically a
+Chicago-specific variant of the default \texttt{nyt}. You can find
+its definition in \textsf{chicago-authordate.cbx}.
+
+\mylittlespace The advantages of this scheme are, specifically, that
+any entry headed by one of the supplemental name fields
+(\textsf{name[a-c]}), a \textsf{manual} entry headed by an
+\textsf{organization}, or an \textsf{article} or \textsf{review} entry
+headed by a \textsf{journaltitle} will no longer need a
+\textsf{sortkey} set. The main disadvantage should only occur very
+rarely, and appears because the supplemental name fields are treated
+differently from the standard name fields by \textsf{biblatex}.
+Ordinarily, you can set, for example, \texttt{useauthor=false} in the
+\textsf{options} field to remove the \textsf{author's} name from
+consideration for sorting purposes. The Chicago-specific option
+\textsf{usecompiler=false}, however, doesn't remove \textsf{namec}
+from such consideration, so in some rare corner cases you may need a
+\textsf{sortkey}.
+
+\subsubsection{{Pre-set \textsf{chicago} Options}}
+\label{sec:authpreset}
+
+At \mymarginpar{\texttt{bookpages=\\true}} the request of Scot
+Becker, I have included this rather specialized option, which controls
+the printing of the \textsf{pages} field in \textsf{book} entries.
+Some bibliographic managers, apparently, place the total page count in
+that field by default, and this option allows you to stop the printing
+of this information in the reference list. It defaults to true, which
+means the field is printed, but it can be set to false either in the
+preamble, for the whole document, or on a per-entry basis in the
+\textsf{options} field (though rather than use this latter method it
+would make sense to eliminate the \textsf{pages} field from the
+affected entries).
+
+\mylittlespace This \mymarginpar{\texttt{doi=true}} option controls
+whether any \textsf{doi} fields present in the .bib file will be
+printed in the reference list. It defaults to true, and can be set to
+false either in the preamble, for the whole document, or on a
+per-entry basis, in the \textsf{options} field.
+
+\mylittlespace This \colmarginpar{\texttt{eprint=true}} option controls
+whether any \textsf{eprint} fields present in the .bib file will be
+printed in the list of references. It defaults to true, and can be
+set to false either in the preamble, for the whole document, or on a
+per-entry basis, in the \textsf{options} field. In \textsf{online}
+entries, the \textsf{eprint} field will always be printed.
+
+\mylittlespace This \mymarginpar{\texttt{isbn=true}} option controls
+whether any \textsf{isan}, \textsf{isbn}, \textsf{ismn},
+\textsf{isrn}, \textsf{issn}, and \textsf{iswc} fields present in the
+.bib file will be printed in the list of references. It defaults to
+true, and can be set to false either in the preamble, for the whole
+document, or on a per-entry basis, in the \textsf{options} field.
+
+%\enlargethispage{-\baselineskip}
+
+\mylittlespace Once \mymarginpar{\texttt{numbermonth=\\true}} again
+at the request of Scot Becker, I have included this option, which
+controls the printing of the \textsf{month} field in all the
+periodical-type entries when a \textsf{number} field is also present.
+Some bibliographic software, apparently, always includes the month of
+publication even when a \textsf{number} is present. When all this
+information is available the \emph{Manual} (17.181) prints everything,
+so this option defaults to true, which means the field is printed, but
+it can be set to false either in the preamble, for the whole document,
+or on a per-entry basis in the \textsf{options} field.
+
+\mylittlespace This \mymarginpar{\texttt{url=true}} option controls
+whether any \textsf{url} fields present in the .bib file will be
+printed in the reference list. It defaults to true, and can be set to
+false either in the preamble, for the whole document, or on a
+per-entry basis, in the \textsf{options} field. Please note that, as
+in standard \textsf{biblatex}, the \textsf{url} field is always
+printed in \textsf{online} entries, regardless of the state of this
+option.
+
+\mylittlespace This \mymarginpar{\texttt{includeall=\\true}} is the
+one option that rules the six preceding, either printing all the
+fields under consideration --- the default --- or excluding all of
+them. It is set to \texttt{true} in \textsf{chicago-authordate.cbx},
+but you can change it either in the preamble for the whole document or
+in the \textsf{options} field of individual entries. The rationale
+for all of these options is the availability of bibliographic managers
+that helpfully present as much data as possible, in every entry, some
+of which may not be felt to be entirely necessary. Setting
+\texttt{includeall} to \texttt{true} probably works just fine for
+those compiling their .bib databases by hand, but others may find that
+some automatic pruning helps clear things up, at least to a first
+approximation. Some per-entry work afterward may then polish up the
+details.
+
+\mylittlespace 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:15, iso:electrodoc:15). It suggests
+placing the expansion of the abbreviation into the reference list
+itself, a procedure that I have implemented in this release using the
+\textbf{customc} entry type, which see. Please note that you can
+still print a list of shorthands if you wish, and you can also 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. The only,
+subtle, difference between this switch and those standard
+\textsf{biblatex} switches is that this one won't remove
+\textsf{namec} from the sorting list, whereas \texttt{useauthor=false}
+and \texttt{useeditor=false} do remove the \textsf{author} and
+\textsf{editor}. You may, therefore, in corner cases, require a
+\textsf{sortkey} in the entry.
+
+\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.
+
+\mylittlespace Several \colmarginpar{\texttt{headline}} users have
+requested an option that turns off the automatic transformations that
+produce sentence-style capitalization in the title fields of the
+author-date style. If you set this option, the word case in your
+title fields will not be changed in any way, that is, this doesn't
+automatically transform your titles into headline-style, but rather
+allows the .bib file to determine capitalization. It works by
+redefining the command \cmd{MakeSentenceCase}, so in the unlikely
+event you are using the latter anywhere in your document please be
+aware that it will also be turned off there.
+
+\mylittlespace The \mymarginpar{\texttt{juniorcomma}} \emph{Manual}
+(6.49) states that \enquote{commas are no longer required around
+ \emph{Jr.}\ and \emph{Sr.},} so by default \textsf{biblatex-chicago}
+has followed standard \textsf{biblatex} in using a simple space in
+names like \enquote{John Doe Jr.} Charles Schaum has pointed out that
+traditional \textsc{Bib}\TeX\ practice was to include the comma, and
+since the \emph{Manual} has no objections to this, I have provided an
+option which allows you to turn this behavior back on, either for the
+whole document or on a per-entry basis. Please note, first, that
+numerical suffixes (John Doe III) never take the comma. The code
+tests for this situation, and detects cardinal numbers well, but if
+you are using ordinals you may need to set this to \texttt{false} in
+the \textsf{options} field of some entries. Second, I have fixed a
+bug in older releases which always printed the \enquote{Jr.}\ part of
+the name immediately after the surname, even when the surname came
+before the given names (as in a reference list). The package now
+correctly puts the \enquote{Jr.}\ part at the end, after the given
+names, and in this position it always takes a comma, the presence of
+which is unaffected by this option.
+
+%\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 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} §3.1.2.1.
+
+\enlargethispage{\baselineskip}
+
+\mylittlespace Kenneth Pearce \colmarginpar{\texttt{shorthandfull}}
+has suggested that, in some fields of study, a list of shorthands
+providing full bibliographical information may replace the list of
+references itself. This option, which must be used in tandem with
+\texttt{cmslos=false}, prints this full information in the list of
+shorthands, though of course you should remember that any .bib entry
+not containing a \textsf{shorthand} field won't appear in such a list.
+Please see the documentation of the \textsf{shorthand} field in
+section~\ref{sec:fields:authdate} above for information on further
+options available to you for presenting and formatting the list of
+shorthands.
+
+\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 \colmarginpar{\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 relevant to this problem, alongside a fifth
+which I discuss below. An example should make this clearer. 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
+refer by default to the \textsf{date} before the \textsf{origdate}
+when both are present, 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 The \colmarginpar{New!} \emph{Manual} specifies that
+\enquote{a list of works cited need not list newspaper items if these
+ have been documented in the text} (17.191). This will apply mainly
+to \textsf{article} and \textsf{review} entries with
+\textsf{entrysubtype} \texttt{magazine}, and involves a parenthetical
+citation giving the \textsf{journaltitle} and then the full
+\textsf{date}, not just the year, with any other relevant identifying
+information incorporated into running text. In order to facilitate
+this, I have added a further switch to the \texttt{cmsdate} option
+\colmarginpar{\mycolor{\texttt{cmsdate=full}}} ---
+\mycolor{\textbf{full}} --- which \emph{only} affects the presentation
+of citations, and causes the printing of the full date specification
+there. You can use the standard \textsf{biblatex} \texttt{skipbib}
+option to keep such entries from appearing in the list of references,
+and you may, if your .bib entry is a complete one, also need
+\texttt{useauthor=false} in order to ensure that the
+\textsf{journaltitle} appears in the citations rather than the
+\textsf{author}.
+
+\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=biber,\%\\
+ 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=biber,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
+§§~4.9.1 and 4.11.7 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}
+
+Starting with \textsf{biblatex} version 1.5, in order to adhere to the
+author-date specification you will need to use \textsf{Biber} to
+process your .bib files, as \textsc{Bib}\TeX\ (and its more recent
+variants) will no longer provide all the required features. The
+previous release of \textsf{Biber} (0.9.5), however, contained bugs
+that made it tricky to use with \textsf{biblatex-chicago}. These bugs
+have been addressed in 0.9.6, so I recommend you upgrade to it and to
+the latest \textsf{biblatex} (1.7), which are designed to work
+together. This document assumes that you are using \textsf{Biber}; if
+you wish to continue using \textsc{Bib}\TeX\ then you need
+\textsf{biblatex} version 1.4c and, if you have any problems with the
+current release, possibly \textsf{biblatex-chicago} 0.9.7a.
+
+\mylittlespace If your .bib file contains a large number of entries
+with more than three authors, then you may run into some limitations
+of the \textsf{biblatex-chicago} code. The default settings in the
+package are \texttt{maxnames=3,minnames=1} in citations and
+\texttt{max\-bibnames=10,minbibnames=7} in the list of references. In
+practice, this means that an entry like hlatky:hrt, with 5 authors,
+will present all of them in the list of references but will truncate
+to one in citations, like so: (Hlatky et al. 2002). For the vast
+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). The new
+(\textsf{Biber}-only) \textsf{biblatex} option \texttt{uniquelist},
+set for you in \textsf{biblatex-chicago.sty}, will automatically
+handle many of these situations for you, but it is as well to
+understand that it does so by temporarily suspending the limits,
+listed above, on how many names to print in a citation. Without
+\texttt{uniquelist}, \textsf{biblatex} would present such a work as,
+e.g., (Hlatky et al. 2002b), while hlatky:hrt would be (Hlatky et
+al. 2002a). This does distinguish between them, but inaccurately, as
+it suggests that the two different author lists are exactly the same.
+With \texttt{uniquelist}, the two citations might look like (Hlatky,
+Boothroyd et al.\ 2002) and (Hlatky, Smith et al.\ 2002), which is
+what the specification requires.
+
+\mylittlespace If, however, the distinguishing name occurs further
+down the author list --- in fourth or fifth position in our examples
+--- then the default settings would produce citations with all 4 or 5
+names printed, which can become awkwardly long. In such a situation,
+you can provide \textsf{shortauthor} fields that look like this:
+\{\{Hlatky et al., \textbackslash mkbibquote\{Quality of Life,\}\}\}
+and \{\{Hlatky et al., \textbackslash mkbibquote\{Depressive
+Symptoms,\}\}\}, using a shortened title to distinguish the
+references. This would produce (Hlatky et al., \enquote{Quality of
+ Life,} 2002) and (Hlatky et al., \enquote{Depressive Symptoms,}
+2002), again as the spec requires. There is, unfortunately, no
+simpler way that I know of to deal with this situation.
+
+\mylittlespace One useful rule, when you are having difficulty
+creating a .bib entry, is to ask yourself whether all the information
+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.
+
+%\enlargethispage{\baselineskip}
+
+\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}
+§3.1.2.2, for controlling the printing of some of these fields, and
+with this release I have implemented the ones that are relevant to
+\textsf{biblatex-chicago}, along with a couple that Scot requested and
+that may be of more general usefulness. There is also a general
+option to excise with one command all the fields under consideration
+-- please see section~\ref{sec:authpreset} above.
+
+\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 fulfillment 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 load \textsf{babel} with \texttt{german} or
+\texttt{french} as the main document language. You no longer need
+\cmd{DeclareLanguageMapping\{german\}\{cms-german\}} or
+\cmd{Declare\-LanguageMapping\{french\}\{cms-french\}} in your
+document preamble, since \textsf{bib\-latex-chicago.sty} now
+automatically provides this if you load the package in the standard
+way.
+
+\mylittlespace 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} §~3.1.2.1.
+
+\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}
+
+This release, belatedly, implements the specifications of the 16th
+edition of the \emph{Chicago Manual of Style}. I am maintaining the
+15th-edition styles for those who may need them, but the majority of
+my time will now be devoted to improving, and extending the scope of,
+the styles devoted to the most recent edition. I encourage all users
+of the notes \&\ bibliography style to upgrade as soon as possible,
+and any users of the author-date style who don't require the (until
+now) traditional title formatting should do the same. The next
+release will contain an author-date style that allows you to maintain
+that title formatting while switching in all other respects to the
+latest specification. If you still have feature requests for the
+older specification, I'll do what I can to include them.
+
+\mylittlespace Regardless of which edition you are considering, there
+are a number of things I haven't implemented. The solution in
+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 be, it has
+seemed to me, 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 so
+far. I have received a request for this feature, however, so when I
+have finished the updates for the 16th edition I shall look at it more
+closely. If you have other issues with particular sorts of citation,
+I'm of course happy to take them on board. The \emph{Manual} covers
+an enormous range of materials, but if we exclude the legal citations
+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 Kenneth L. Pearce has reported a bug that appears when
+using multiple citation commands inside the \textsf{annotation} field
+of annotated bibliographies. As late as I am with the update to the
+16th edition of the \emph{Manual}, I shall attempt to address this in
+a future release. If you run into this problem, he suggests placing
+all the citations together in parentheses at the end of the
+annotation, though on my machine this doesn't always work too well,
+either.
+
+%\enlargethispage{\baselineskip}
+
+\mylittlespace Version 1.5 of \textsf{biblatex} revised the way the
+package deals with breaking long URLs and DOIs across lines. The new
+code is designed to deal as elegantly as possible with as wide a
+variety of cases as possible, but in a few of my test entries it has
+caused some line-breaking issues of its own. Depending on the nature
+of your cited sources, it may be useful for you to revert to the
+older, pre-1.5 \textsf{biblatex} behavior, something which is easily
+done by copying and pasting the old definition of the
+\cmd{biburlsetup} command into your document preamble. If you look in
+the preambles of \textsf{cms-notes-sample.tex} or
+\textsf{cms-dates-sample.tex}, you can see the redefinition and copy
+it from there, just to see whether it helps your situation.
+\textsf{Biblatex} 1.7 also now provides several new counters for
+tuning the formatting of URLs, and these may serve you better than the
+old code. I have tested them in \textsf{cms-dates-sample.tex} and
+they work well. Cf.\ \textsf{biblatex.pdf}, §~4.10.3.
+
+\mylittlespace The switch to \textsf{Biber} for the author-date
+specification means that \textsf{biblatex} now provides considerably
+enhanced handling of the various date fields. I have attempted to
+document the relevant changes in \textsf{cms-dates-sample.pdf} and in
+the \textbf{date} discussion in section~\ref{sec:fields:authdate},
+above, but it's possible the package may need some changes to cope
+with all the permutations. Please let me know if you find something
+that looks like a bug.
+
+\mylittlespace Recent versions of \textsf{biblatex} have introduced
+some new entry types for citing multi-volume works. These are largely
+aimed at those already using \textsf{Biber}, which provides
+much-improved functionality for the \textsf{crossref} field compared
+to standard \textsc{Bib}\TeX\ or \textsf{bibtex8}. Depending upon the
+time required to implement the changes for the 16th edition, these
+types may make it into the package for the next major release, or they
+may have to wait until the one after.
+
+%\enlargethispage{-2\baselineskip}
+
+\mylittlespace Roger Hart, Pierric Sans, and a number of other users
+have reported a bug in the formatting of title fields. This, as far
+as I can tell, has to do with the interaction between
+\cmd{MakeSentenceCase} and certain characters at the start of the
+title, particularly Unicode ones. It may help for the moment to put
+an empty set of curly braces \{\}\ at the start of the field, but I
+shall look into this further.
+
+\mylittlespace This release fixes the other 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 that 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.
+
+\section{Revision History}
+\label{sec:history}
+
+\textbf{0.9.9: Released \today}
+
+\mylittlespace \label{deprec:obsol} This release, for the first time,
+provides style files implementing the specifications of the 16th
+edition of \emph{The Chicago Manual of Style}. As I am continuing to
+maintain the older files, here follows a list of changes to the
+15th-edition styles since the last release:
+\begin{itemize}
+\item To continue using the 15th-edition styles, for whatever reason,
+ please remember to specify either \texttt{notes15} or
+ \texttt{authordate15} when loading \textsf{biblatex-chicago} in your
+ preamble.
+\item For reprinted books, you can now present more detailed
+ information about the original edition using the new
+ \mycolor{\textbf{origlocation}} and \mycolor{\textbf{origpublisher}}
+ fields. You can also use this field in \textsf{letter} or
+ \textsf{misc} (with \textsf{entrysubtype}) entries to give the place
+ where a published or unpublished letter was written. These uses
+ apply to both styles.
+\item Thanks to a patch sent by Kazuo Teramoto, you can now take
+ advantage of \textsf{biblatex's} facilities for citing
+ \mycolor{\textbf{eprint}} resources. There is also a new
+ \mycolor{\texttt{eprint}} option, set to \texttt{true} by default,
+ which controls the printing of this field in the author-date style.
+ You can set the option both in the preamble and in the
+ \textsf{options} field of individual entries. The field will always
+ print in \textbf{online} entries.
+\item I have added a new citation command,
+ \mycolor{\cmd{citejournal}}, to the notes \&\ bibliography style to
+ allow you to present journal articles using an alternative short
+ note form, which may be a clearer form of reference in certain
+ circumstances. Such short notes will present the name of the
+ \textsf{author}, the \textsf{journaltitle}, and the \textsf{volume}
+ number.
+\item I have included a very slightly modified version of the standard
+ \textsf{biblatex} \cmd{citeauthor} command, which may be useful for
+ references to works from classical antiquity.
+\item I have added a new \texttt{cmsdate=\mycolor{full}} switch to the
+ author-date style, which only affects citations in the text, and
+ means that a full date specification will appear there, rather than
+ just the year. If you follow the \emph{Manual's} recommendations
+ concerning newspaper and magazine articles only appearing in running
+ text and not in the reference list, this option will help.
+\item I have provided a new option, \mycolor{\texttt{headline}}, which
+ turns off the automatic transformations that produce sentence-style
+ capitalization in the title fields of the author-date style. If you
+ set this option, the word case in your title fields will not be
+ changed in any way, that is, this doesn't automatically transform
+ your titles into headline-style, but rather allows the .bib file to
+ determine capitalization.
+\item Following a request by Kenneth Pearce, I have added new
+ facilities for presenting \textbf{shorthands} in the author-date
+ style. There are two new \texttt{bibenvi\-ronments} which you can set
+ using the \texttt{env} option to the \cmd{printshorthands} command:
+ \mycolor{\texttt{losnotes}} formats the list of shorthands so that
+ it can be presented in a footnote, while
+ \mycolor{\texttt{losendnotes}} does the same for endnotes. There is
+ also a new preamble option, \mycolor{\texttt{shorthandfull}}, which
+ prints the full bibliographical information of each entry inside the
+ list of shorthands, allowing such a list effectively to replace a
+ list of references. You need to set the \texttt{cmslos=false}
+ option as well in order for this to work.
+\item Thanks to a coding suggestion from Gildas Hamel, I have
+ redefined the \cmd{bibnamedash} in \textsf{biblatex-chicago.sty},
+ which should now by default look a little better in a wider variety
+ of fonts.
+\item At the request of Baldur Kristinsson, I have added
+ \cmd{DeclareLanguageMap\-ping} commands to
+ \textsf{biblatex-chicago.sty} for all the languages
+ \textsf{biblatex-chicago} currently provides. If you load the style
+ in the standard way, you no longer need to provide these mappings
+ manually yourself.
+\item I have improved the date handling in both styles, particularly
+ with regard to date ranges.
+\end{itemize}
+
+\textbf{0.9.8d: Released November 15, 2011}
+\begin{itemize}
+\item Some minor fixes to both styles for compatibility with
+ \textsf{biblatex} 1.7.
+\item Kenneth Pearce found an error in the formatting of
+ \textsf{bookinbook} titles in the author-date style's list of
+ shorthands. This should work properly now.
+\item Jonathan Robinson spotted some inconsistencies in the way the
+ notes \&\ bibliography style interacts with the \textsf{hyperref}
+ package. Following his suggestion, short notes now point to long
+ notes when the latter are available, but to bibliography entries
+ instead when you have set the \texttt{short} option.
+\end{itemize}
+
+%\enlargethispage{\baselineskip}
+
+\textbf{0.9.8c: Released October 12, 2011}
+\begin{itemize}
+\item Emil Salim pointed out some rather basic errors in the
+ presentation of \textsf{inproceedings} and \textsf{proceedings}
+ entries, errors that have been present from the first release of the
+ style(s). These should now, belatedly, have been put right.
+\item Minor improvements to coding and documentation.
+\end{itemize}
+
+\textbf{0.9.8b: Released September 29, 2011}
+\begin{itemize}
+\item Bad Dates: Christian Boesch alerted me to some date-formatting
+ errors produced when using the styles with the \texttt{german}
+ option to \textsf{babel}. A little further investigation revealed
+ similar problems with \texttt{french}, and before long it became
+ clear that date handling in \textsf{biblatex-chicago} was generally,
+ and significantly, sub-optimal. The whole system should now be more
+ robust and more accurate.
+\item The new date-handling code shouldn't require any changes to your
+ .bib files, but users of the author-date style may want to have a
+ look at the documentation of the \textsf{letter} and \textsf{misc}
+ entry types, and of the four date fields, for some information about
+ how the changes could simplify the creation of their databases.
+\item Various other minor improvements.
+\end{itemize}
+
+\textbf{0.9.8a: Released September 21, 2011}
+\begin{itemize}
+\item Fixed a series of unsightly errors in the author-date style,
+ discovered while working on the pending update to the 16th edition.
+\item Fixed bugs uncovered in both the author-date and the notes \&\
+ bibliography styles thanks to Charles Schaum's adventurous use of
+ the \textsf{origyear} field.
+\item Added two new bibstrings to the cms-*.lbx files to fix potential
+ bugs in some of the audiovisual entry types.
+\end{itemize}
+
+\textbf{0.9.8: Released August 31, 2011}
+
+\mylittlespace Obsolete and Deprecated Features:
+\begin{itemize}
+\item Starting with \textsf{biblatex} version 1.5, in order to adhere
+ to the author-date specification you will need to use \textsf{Biber}
+ to process your .bib files, as \textsc{Bib}\TeX\ (and its more
+ recent variants) will no longer provide all the required features.
+ Unfortunately, however, the current release of \textsf{Biber}
+ (0.9.5) contains bugs that make it tricky to use with
+ \textsf{biblatex-chicago}. These bugs have been addressed in 0.9.6
+ beta, which is available for various operating systems in the
+ \texttt{development} subdirectory of your SourceForge mirror, e.g.,
+ \href{http://www.mirrorservice.org/sites/download.sourceforge.net/pub/sourceforge/b/project/bi/biblatex-biber/biblatex-biber/development/binaries/}{UK
+ mirror}. (If, by the time you read this, \textsf{Biber} 0.9.6 has
+ already been released, then so much the better.) Please see the
+ start of \textsf{cms-dates-sample.pdf} for more details.
+\item The switch to \textsf{Biber} for the author-date specification
+ means that \textsf{biblatex} now provides considerably enhanced
+ handling of the various date fields. I have attempted to document
+ the relevant changes in \textsf{cms-dates-sample.pdf} and in the
+ \textbf{date} discussion in section~\ref{sec:fields:authdate},
+ above, but in my testing the only alterations I've so far had to
+ make to my .bib files involve adhering more closely to the
+ instructions for specifying date ranges. \textsf{Biber} doesn't
+ like \{\texttt{1968/75}\}, and will ignore it. Either use
+ \{\texttt{1968/1975}\} or use \{\texttt{1968-{}-75}\} in the
+ \textsf{year} field.
+\item In the notes \&\ bibliography style, and mainly in
+ \textsf{article}, \textsf{letter}, \textsf{misc}, and
+ \textsf{review} entries, previous releases of
+ \textsf{biblatex-chicago} recommended using the \cmd{isdot} macro
+ when you needed both to define a field and not have it appear in the
+ printed output. This mechanism no longer works in \textsf{biblatex}
+ 1.6, and while addressing the problem I realized that relying on it
+ covered over some inconsistencies and bugs in my code, so from this
+ release forward you will need to modify your .bib and .tex files to
+ use other, more standard mechanisms to achieve the same ends, in
+ particular the \cmd{headlesscite} commands and declaring
+ \texttt{useauthor=false} in the \textsf{options} field. Please
+ consult the documentation in section~\ref{sec:formatcommands}, s.v.\
+ \enquote{\cmd{isdot},} for a list of example entries where you can
+ see these changes at work.
+\end{itemize}
+
+Other New Features:
+
+\begin{itemize}
+\item Fixed the \cmd{smartcite} citation command in, and added a
+ \cmd{smartcites} command to, \textsf{chicago-notes.cbx}, so that the
+ notes \& bibliography style no longer prints parentheses around
+ citations produced using \cmd{autocite(s)} commands inside
+ \cmd{footnote} commands. Many thanks to Louis-Dominique Dubeau for
+ pointing out this error.
+\item Rembrandt Wolpert and Aaron Lambert pointed out an issue with a
+ command (\cmd{lbx@fromlang}) that \textsf{biblatex} no longer
+ defines, and Charles Schaum very kindly suggested a temporary
+ workaround in a newsgroup post, a workaround that should no longer
+ be necessary.
+\item Version 1.6 of \textsf{biblatex} no longer allows you to
+ redefine the \texttt{minnames} and \texttt{maxnames} options in the
+ \cmd{printbibliography} command, so I've defined
+ \texttt{minbibnames} and \texttt{maxbibnames} in
+ \textsf{biblatex-chicago.sty}, instead. These parameters have been
+ available since version 1.1, so this is now the earliest version of
+ \textsf{biblatex} that will work with the Chicago styles. Of
+ course, if the (Chicago-recommended) values of these options don't
+ suit your needs, you can redefine them in your document preamble.
+\end{itemize}
+
+\textbf{0.9.7a: Released March 17, 2011}
+\begin{itemize}
+\item Added \cmd{smartcite} command to \textsf{chicago-notes.cbx} so
+ that the notes \&\ bibliography style will work with
+ \textsf{biblatex} 1.3.
+\item Added bibstrings \texttt{byconductor} and \texttt{cbyconductor}
+ to the .lbx files, mistakenly omitted in version 0.9.7.
+\item Minor fixes to the docs.
+\end{itemize}
+
+\textbf{0.9.7: Released February 15, 2011}
+
+\mylittlespace Obsolete and Deprecated Features:
+\begin{itemize}
+\item The \textbf{customa} and \textbf{customb} entry types are now
+ obsolete. Any such entries will be ignored. Please change any that
+ remain to \textbf{letter} and \textbf{bookinbook}, respectively.
+\item If you still have any \textbf{customc} entries containing
+ introductions, prefaces, or the like, please change them to
+ \textbf{suppbook}. I have recycled \textsf{customc} for another
+ purpose, on which see below.
+\end{itemize}
+
+Other New Features:
+
+\begin{itemize}
+\item At the request of Johan Nordstrom, I have added three new
+ audiovisual entry types to both styles, \textbf{audio},
+ \textbf{music}, and \textbf{video}. The documentation of
+ \textsf{audio} in sections~ \ref{sec:entrytypes} and
+ \ref{sec:types:authdate} above contains an overview of the three,
+ and the details for each type are to be found under their individual
+ headings.
+\item I have transformed the \textbf{customc} entry type to enable
+ alphabetized cross-references --- the \enquote{c} is meant to be
+ mnemonic --- to other, separate entries in a reference list or
+ bibliography. In particular, this facilitates cross-references to
+ other names in a list, rather than to other works. In author-date,
+ in a procedure recommended by the \emph{Manual}, this now allows you
+ to expand shorthands inside the reference list rather than in a list
+ of shorthands. In both styles, you can now provide a pointer to the
+ main entry if a reader is looking an author up under, e.g., a
+ pseudonym or other alternative name.
+\item I have introduced the \textbf{userc} field, intended to simplify
+ the printing of the cross-references provided by \textsf{customc}
+ entries. The standard \cmd{nocite} command works as well, but the
+ additional mechanism may be more convenient in some circumstances.
+\item You can now provide an \textbf{eventdate} in \textsf{music}
+ entries to identify, e.g., a particular recording session. It will
+ be printed just after the \textsf{title}.
+\item In the notes \&\ bibliography style, I have now implemented the
+ \textbf{shorthandintro} field, which allows you to change the string
+ introducing a shorthand in the first, long note. It works just as
+ it does in the standard \textsf{biblatex} styles.
+\item At the request of Scot Becker, I have added six new
+ field-exclusion options to both styles, all of which can be set both
+ in the document preamble and/or in the \textsf{options} field of
+ individual .bib entries. Three of these --- \texttt{doi},
+ \texttt{isbn}, and \texttt{url} --- are standard \textsf{biblatex}
+ options, the others --- \texttt{bookpages}, \texttt{includeall}, and
+ \texttt{numbermonth} --- are \textsf{chicago}-specific. See the
+ docs in sections~\ref{sec:chicpreset} and \ref{sec:authpreset},
+ above.
+\item At the request of Charles Schaum, I've added the
+ \texttt{juniorcomma} option to both styles, which can be set in the
+ document preamble and/or in the \textsf{options} field of individual
+ entries. It allows you to get the traditional comma between a
+ surname and \enquote{Jr.} or \enquote{Sr.}
+\item Fixed an old inaccuracy in the presentation of \enquote{Jr.} and
+ \enquote{Sr.,} so that they now appear at the end of names printed
+ surname first in bibliographies and reference lists.
+\item Thanks to Andrew Goldstone, I fixed some old inaccuracies in the
+ syntax of shortened notes and bibliography entries presenting
+ multiple contributions to one multi-author (or single-author)
+ volume.
+\item I've altered the directory structure of the archive containing
+ this release. Files were multiplying, and look set to multiply
+ still further, so I've copied the structure used by Lehman for
+ \textsf{biblatex} itself.
+\item Fixed an old bug, which I'd guess was triggered quite rarely, in
+ the formatting of publication information in long notes.
+\item Fixed another bug in author-date where the colon separating
+ titles and subtitles was in the wrong font. The \textsf{biblatex}
+ \texttt{punctfont} option solved this.
+\item Fixed a punctuation bug in \textsf{InReference} entries in the
+ notes \&\ bibliography style. Also fixed \textsf{title}
+ presentation in \textsf{Reference} entries in author-date.
+\item Fixed some inaccuracies in the tests establishing priority
+ between \textsf{date} and \textsf{origdate} fields. These arose
+ when date ranges were involved, and it's possible I haven't yet
+ addressed all possible permutations of the problem.
+\item Added several new bibstrings to the \textsf{cms-*.lbx} files for
+ the new audiovisual entry types. This means that the
+ \textsf{editortype} fields can now be set to \texttt{director},
+ \texttt{producer}, or \texttt{conductor}, depending on your needs.
+ You can also set the fields to \texttt{none}, which eliminates all
+ identifying strings, and which is useful for identifying performers
+ of various sorts.
+\item Minor improvements to documentation.
+\end{itemize}
+
+\textbf{0.9.5a: Released September 7, 2010}
+\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 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
index 4cf265d9213..4aaa02fed54 100644
--- 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 differ
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
index ed175a3e1ef..8f195b73ce2 100644
--- a/Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.tex
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-dates-sample.tex
@@ -10,9 +10,9 @@
bibencoding=latin1,strict]{biblatex-chicago}
% \usepackage[style=chicago-authordate,backend=biber,usecompiler=true,%
% babel=hyphen,bibencoding=auto,sorting=nyt,cmslos,autocite=inline]{biblatex}
-\DeclareLanguageMapping{german}{cms-german}
+%\DeclareLanguageMapping{german}{cms-german}
%\DeclareLanguageMapping{american}{cms-american}
-\DeclareLanguageMapping{french}{cms-french}
+%\DeclareLanguageMapping{french}{cms-french}
%\renewcommand*{\rmdefault}{fgn}% The font (gentium) used for pdf
\usepackage{ifthen}
\usepackage{setspace}
@@ -48,6 +48,8 @@ bibencoding=latin1,strict]{biblatex-chicago}
\setcounter{biburlnumpenalty}{9000}
\setcounter{biburlucpenalty}{9000}
\setcounter{biburllcpenalty}{9000}
+\protected\def\onethird{{\scriptsize\raisebox{.7ex}{1}%
+ \hspace{-0.1em}\raisebox{.2ex}{/}\hspace{-0.03em}3}}
\newcommand{\cmd}[1]{\texttt{\textbackslash #1}}
\usepackage[colorlinks,urlcolor=blue,citecolor=black,
plainpages=false,breaklinks=true]{hyperref}
@@ -67,14 +69,32 @@ process your .bib files, as \textsc{Bib}\TeX\ (and its more recent
variants) will no longer provide all the features you need. The
previous release of \textsf{Biber} (0.9.5), however, contained bugs
that made it tricky to use with \textsf{biblatex-chicago}. These bugs
-have been addressed in version 0.9.6, now current, so I highly
-recommend that you upgrade to it and to \textsf{biblatex} 1.7, which
-are intended to work together. The advice that follows in this
+have been addressed in more recent versions, so I highly recommend
+that you upgrade to (at least) 0.9.8 and to \textsf{biblatex} 1.7,
+which are intended to work together. The advice that follows in this
document assumes that you are using \textsf{Biber}; if you wish to
continue using \textsc{Bib}\TeX\ then you need \textsf{biblatex}
version 1.4c and, if you have any problems with the current release,
possibly \textsf{biblatex-chicago} 0.9.7a.
+\subsection*{Editions}
+\label{editions}
+
+This file documents the author-date specification from the 16th
+edition of \emph{The Chicago Manual of Style}, published in 2010.
+This edition implements significant changes to what the specification
+has, historically, recommended, and there are certain to be users who
+prefer the older format with titles capitalized sentence-style and
+not, in the case of most un-book-like entries, enclosed in quotation
+marks. You can still use the 15th-edition style files from
+\textsf{biblatex-chicago}, which have been updated with improvements
+borrowed from the 16th edition, but which shouldn't require any
+changes to your current .bib files. (See
+\textsf{biblatex-chicago15.pdf and cms15-dates-sample.pdf}.) I shall
+also, in a future release, implement a full 16th-edition style with
+15th-edition title formatting, as envisaged by the \emph{Manual}
+\autocite*[15.45]{chicago:manual}.
+
\subsection*{Usage}
\label{usage}
@@ -95,13 +115,13 @@ 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}
+\autocite[15.26]{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
+\citereset\cmd{citereset}\ \autocite[15.27]{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
@@ -133,23 +153,22 @@ author with postnotes: \autocites{pirumova}[14]{pirumova:russian};
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
+institutional names \autocite[15.36]{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 an alphabetized cross-reference
-inside the reference list itself, a procedure that I have now
-implemented for \textsf{biblatex-chicago}. To use this, you need a
-\textsf{CustomC} entry containing the expansion, and either a
-\textsf{userc} field in the parent entry or a \cmd{nocite} command to
-make sure it is printed in the reference list. If you use a
-\cmd{printshorthands} command, the list of shorthands will still be
-printed, so you now have a variety of options available for presenting
-the expansions depending on your specific requirements. 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.
+\textcites{bsi:abbreviation}{iso:electrodoc}. This \textsf{shorthand}
+will by default appear at the head of the entry in the list of
+references, followed by the parenthesized expansion of the shorthand,
+taken from the \textsf{author} field. (This is a change from the 15th
+edition.) You will usually also need a \textsf{sortkey} field to make
+sure that the entry is alphabetized by the \textsf{shorthand} rather
+than by the \textsf{title}. If you use a \cmd{printshorthands}
+command, the list of shorthands will still be printed, so you now have
+a variety of options available for presenting the expansions depending
+on your specific requirements. 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}
@@ -158,24 +177,31 @@ 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}.
-
-With \textsf{Biber}, an absent \textsf{date} will automatically
-provoke it into searching for other sorts of dates in the entry, in
-the order \textsf{year, eventyear, origyear, urlyear}: e.g.,
-\autocite{evanston:library}, which only has a \textsf{urlyear}. (You
-can eliminate some of these dates from the running, or change the
-search order, using the \cmd{DeclareLabelyear} command in your
-preamble, but please be aware that I have hard-coded this order into
-the author-date style in order to cope with some tricky corners of the
-specification. If you reorder these dates, and your references enter
-these tricky corners, the results might be surprising. Cf.\
-section~4.5.2 in \textsf{biblatex.pdf} and section~5.2,
-s.v.\ \enquote{date} in \textsf{biblatex-chicago.pdf} for the
-details.) In most entry types, the absence of all four possible dates
-will automatically produce \enquote{\texttt{n.d.}\hspace{-2pt}}
+\autocite{cook:sotweed}. Alternatively, in some cases the
+\textsf{title} may appear in place of the \textsf{author}:
+\autocite{anon:stanze}; \autocite{virginia:plantation}. The 16th
+edition is less than enthusiastic about the use of
+\enquote{\texttt{Anon.}}\ as author.
+
+With \textsf{Biber}, in most entry types, an absent \textsf{date} will
+automatically provoke it into searching for other sorts of dates in
+the entry, in the order \textsf{year, eventyear, origyear, urlyear}:
+e.g., \autocite{evanston:library}, which only has a \textsf{urlyear}.
+In three entry types --- \textsf{Music}, \textsf{Review}, and
+\textsf{Video} --- this search order is \textsf{eventyear, origyear,
+ year, urlyear}, as in these types the earliest year should take
+precedence (cf.\ page~\pageref{sec:audiovisual}, below). You can
+eliminate some of these dates from the running, or change the search
+order, using the \cmd{DeclareLabelyear} command in your preamble, but
+please be aware that I have hard-coded this order into the author-date
+style in order to cope with some tricky corners of the specification.
+If you reorder these dates, and your references enter these tricky
+corners, the results might be surprising. (Cf.\ section~4.5.2 in
+\textsf{biblatex.pdf} and section~5.2, s.v.\ \enquote{date} in
+\textsf{biblatex-chicago.pdf} for the details.)
+
+In most entry types, the absence of all four possible dates will
+automatically produce \mbox{\enquote{\texttt{n.d.}\hspace{-2pt}}}
instead: \autocite{bernstein:shostakovich}. You can also give it
yourself in the form \cmd{bibstring\{nodate\}}:
\autocite{ross:thesis}. A date that can be guessed should appear
@@ -185,17 +211,25 @@ 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
+The 16th edition of the \emph{Manual} has changed the rules for
+entries with more than one date \autocite[15.38]{chicago:manual}.
+First, \textsf{Music} and \textsf{Video} entries have their own rules,
+which are applied automatically. (Once again, see
+page~\pageref{sec:audiovisual}, below.) For other entry types, there
+are two options, corresponding to two different states of the
+\texttt{cmsdate} entry option. The default is \texttt{cmsdate=off}:
+\autocite{maitland:equity}. Here, setting the \textsf{pubstate} field
+to \texttt{reprint} ensures that a notice of the original publication
+date will be printed at the end of the reference list entry.
+Alternatively, you can use \texttt{cmsdate=both}:
+\autocite{emerson:nature}; \autocite{maitland:canon}.
+\texttt{cmsdate=new} and \texttt{cmsdate=old} are both now synonyms of
+\texttt{both}, while \texttt{cmsdate=on} is still available even
+though it falls outside the specification:
+\autocite{james:ambassadors}. 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}.
@@ -212,7 +246,7 @@ differently please let me know.
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,
+\enquote{\texttt{n.d.}\hspace{-2pt}} will automatically be 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
@@ -220,14 +254,18 @@ reference works: \autocite[Hume, David]{ency:britannica};
\autocite[Sibelius, Jean]{grove:sibelius};
\autocite[BibTeX]{wikiped:bibtex}.
-\subsubsection*{Author-less Article (and Manual) entries}
+\subsubsection*{Author-less Article, Review, 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
+In \textsf{Article} and \textsf{Review} entries with the
+\texttt{magazine} entrysubtype, the absence of an author automatically
+places the \textsf{journaltitle} of the periodical in citations and at
+the head of the entry in the list of references:
+\autocite{gourmet:052006}. You can cite newspaper and magazine
+articles entirely within the text, i.e., without them appearing in the
+reference list \autocite[15.47]{chicago:manual}, if you set the
+\texttt{cmsdate=full} entry option: \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}
@@ -282,14 +320,14 @@ use a Misc entry with \texttt{classical} \textsf{entrysubtype}.)
If you wish to include a comment inside the parentheses of a citation,
it will need to be separated by a semicolon
-\autocite[16.111]{chicago:manual}. If you have a \textsf{postnote},
+\autocite[15.23]{chicago:manual}. If you have a \textsf{postnote},
then you can manually provide the punctuation and comment in that
field, e.g., \autocite[4; the unrevised trans.]{stendhal:parma}.
-Without a \textsf{postnote}, you'll need a separate Misc or CustomC
-entry containing just the text of the comment in the \textsf{title}
-field, \textsf{entrysubtype} \texttt{classical}, and \textsf{options}
-\texttt{skipbib}. An \cmd{autocites} command calling both the main
-text and the comment will do the trick, e.g.,
+Without a \textsf{postnote}, you'll need a separate \textsf{Misc} or
+\textsf{CustomC} entry containing just the text of the comment in the
+\textsf{title} field, \textsf{entrysubtype} \texttt{classical}, and
+\textsf{options} \texttt{skipbib}. An \cmd{autocites} command calling
+both the main text and the comment will do the trick, e.g.,
\autocites{chicago:manual}{chicago:comment}.
\subsubsection*{Multiple authors}
@@ -307,7 +345,7 @@ 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}.
+ must distinguish between them} \autocite[15.28]{chicago:manual}.
The new (\textsf{Biber}-only) \textsf{biblatex} option
\texttt{uniquelist}, set for you in \textsf{biblatex-chicago.sty},
will automatically handle many of these situations for you, but it is
@@ -337,41 +375,50 @@ way that I know of to deal with this situation.
\subsubsection*{Audiovisual entries}
\label{sec:audiovisual}
-According to the \emph{Manual}, \enquote{the author-date system is
- inappropriate for most audiovisual materials\ldots\ Such materials
- are best mentioned in running text and grouped in the reference list
- under a subhead\ldots} \autocite[17.265]{chicago:manual}. Some
-entries work perfectly well: \autocite{auden:reading};
-\autocite{hitchcock:nbynw}; \autocite{handel:messiah}. Others perhaps
-require further information in the entry or genuinely are better
-suited to presentation in running text: \autocite{beethoven:sonata29};
-\autocite{nytrumpet:art}. Published (\textsf{Audio}) and unpublished
-(\textsf{Misc}) scores, for their part, are no problem at all:
-\autocite{schubert:muellerin}; \autocite{verdi:corsaro};
-\autocite{shapey:partita}. The standard \textsf{biblatex} tools for
-subdividing reference lists are all available if you want to follow
-the \emph{Manual's} recommendations on that front.
+According to the \emph{Manual}, \enquote{Chicago recommends a more
+ comprehensive approach to dating audiovisual materials than in
+ previous editions.} This means, for instance, that, even when
+consulting a digital copy, \enquote{it is generally useful to give
+ information about the original source.} Also, \enquote{the date of
+ the original recording should be privileged in the citation}
+\autocite[15.53]{chicago:manual}. The rather more book-like entries
+are generally unaffected by these changes, so published
+(\textsf{Audio}) and unpublished (\textsf{Misc}) scores are no problem
+at all: \autocite{schubert:muellerin}; \autocite{verdi:corsaro};
+\autocite{shapey:partita}. The dating of online materials has been
+enhanced: \autocite{coolidge:speech}; \autocite{horowitz:youtube};
+\autocite{pollan:plant}. The most significant changes, however,
+appear in \textsf{Music} and \textsf{Video} entries, where every
+effort should be made to find date(s) for sources:
+\autocite{auden:reading}; \autocite{friends:leia};
+\autocite{handel:messiah}; \autocite{holiday:fool};
+\autocite{nytrumpet:art}. Others perhaps require further information
+in the entry or genuinely are better suited to presentation in running
+text: \autocite{beethoven:sonata29}. The standard \textsf{biblatex}
+tools for subdividing reference lists are all available if you want to
+follow the \emph{Manual's} recommendations on presenting this kind of
+material separately from other sources.
\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{chu:panda}; \autocite{conley:fifthgrade};
+\autocite{connell:chronic}; \autocite{ellis:blog};
+\autocite{friedman:learning}; \autocite{garaud:gatine};
+\autocite{garrett}; \autocite{gibbard}; \autocite{kern};
+\autocite{kimluu:diethyl}; \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{osborne:poison}; \autocite{reaves:rosen};
+\autocite{rozner:liberation}; \autocite{schneider:mittelpleistozaene};
+\autocite{sewall:letter}; \autocite{stenger:privacy};
+\autocite{terborgh:preservation}; \autocite{wall:radio};
\autocite{warr:ellison}; \autocite{white:callimachus}.
Artwork: \autocite{leo:madonna}.
+Audio: \autocite{greek:filmstrip}; \autocite{weed:flatiron}.
+
Book: \autocite{barrows:reading}; \autocite{churchill:letters};
\autocite{cohen:schiff}; \autocite{cotton:manufacture};
\autocite{creasey:ashe:blast}; \autocite{creasey:morton:hide};
@@ -416,7 +463,12 @@ InReference: \autocite[absolute]{oed:cdrom}.
Manual: \autocite{dyna:browser}.
-Online: \autocite{powell:email}.
+Misc: \autocite{roosevelt:speech}.
+
+Music: \autocite{floyd:atom}; \autocite{mozart:figaro};
+\autocite{rubinstein:chopin}.
+
+Online: \autocite{harwood:biden}; \autocite{powell:email}.
Patent: \autocite{petroff:impurity}.
@@ -424,6 +476,10 @@ Periodical: \autocite{good:wholeissue}; \autocite{whittington:water}.
Report: \autocite{herwign:office}.
+Review: \autocite{ac:comment}; \autocite{bundy:macneil};
+\autocite{Clemens:letter}; \autocite{kozinn:review};
+\autocite{ratliff:review}; \autocite{wallraff:word}.
+
SuppBook: \autocite{friedman:intro}; \autocite{polakow:afterw};
\autocite{prose:intro}.
@@ -431,9 +487,11 @@ Thesis: \autocite{murphy:silent}.
Unpublished: \autocite{nass:address}.
+Video: \autocite{cleese:holygrail}; \autocite{hitchcock:nbynw}.
+
% \printshorthands % No longer necessary in author-date.
-\nocite{*}
+% \nocite{*}
\printbibliography[title=References]
\end{document}
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
index 717fdc5057f..fad992151b1 100644
--- 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 differ
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
index 428e4999dca..f02c88fa980 100644
--- a/Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.tex
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/cms-notes-sample.tex
@@ -38,210 +38,208 @@ bibencoding=latin1]{biblatex-chicago}
\usepackage{url}
\urlstyle{rm}
\appto\bibsetup{\sloppy}
+\protected\def\onethird{{\scriptsize\raisebox{.7ex}{1}%
+ \hspace{-0.1em}\raisebox{.2ex}{/}\hspace{-0.03em}3}}
%\appto\biburlsetup{\Urlmuskip=0mu plus 4mu\relax}
\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{ac:comment} 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{auden:reading}
-note\autocite[149]{ashbrook:brain} note\autocite{author:forthcoming}
-note\autocite{assocpress:gun} note\autocite{babb:peru}
-note\autocite{author:forthcoming} note\autocite{auden:reading}.
+note\autocite{ac:comment} note\autocite{assocpress:gun}
+note\autocite{auden:reading} note\autocite[149]{ashbrook:brain}
+note\autocite{author:forthcoming} note\autocite{assocpress:gun}
+note\autocite{babb:peru}.
-Note\autocite{barcott:review} note\autocite{batson}.
+Note\autocite{author:forthcoming} note\autocite{auden:reading}
+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{beethoven:sonata29} note\autocite{bernard:boris}
-note\autocite{bernstein:shostakovich} note\autocite{boxer:china}
-note\autocite{beattie:crime}.
+note\autocite{bernstein:shostakovich}.
-Note\autocite{brown:bremer} note\autocite{beethoven:sonata29}
+Note\autocite{boxer:china} note\autocite{beattie:crime}.
+note\autocite{brown:bremer} note\autocite{beethoven:sonata29}
note\autocite{bernstein:shostakovich} 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{browning:aurora}.
-Note\autocite{chaucer:alt} note\autocite{clark:mesopot}
-note\autocite{chaucer:liferecords}.
+Note\autocite[\printdate]{bundy:macneil}
+note\autocite[29]{centinel:letters} note\autocite{chaucer:alt}.
-%\clearpage
-
-Note\autocite{cleese:holygrail} note\autocite{Clemens:letter}
+Note\autocite{clark:mesopot} note\autocite{chaucer:liferecords}
+note\autocite{cleese:holygrail} note\autocite{Clemens:letter}
note\autocite{cohen:schiff} note\autocite{Clemens:letter}
note\autocite{clark:mesopot} note\autocite{cleese:holygrail}
note\autocite{cohen:schiff} 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{conley:fifthgrade}.
-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{contrib:contrib} note\autocite{cook:sotweed}
+note\autocite{cotton:manufacture} note\autocite{coolidge:speech}
+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{coolidge:speech}
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\footnote{\headlesscite[\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{episode:tv}.
+note\autocite{davenport:attention}.
-Note\autocite{eliot:pound} note\autocite{euripides:orestes}
-note\autocite{ellet:galena} note\autocite{episode:tv}
-note\autocite{emerson:nature}.
-
-%\clearpage
-
-Note\autocite{evanston:library}
+Note\autocite{creasey:york:death} note\autocite{creasey:morton:hide}
+note\footnote{\headlesscite[\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{ellis:blog} 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{ellis:blog}
+note\autocite{emerson:nature} note\autocite{evanston:library}
note\footnote{\headlessfullcite[3]{feydeau:farces}.}
-note\autocite{euripides:orestes} note\autocite{friedman:learning}
-note\autocite{evanston:library} note\autocite{feydeau:farces}
-note\autocite{friedman:learning} 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{floyd:atom} note\autocite{euripides:orestes}
+note\autocite{frede:inproc} note\autocite{friedman:learning}.
-Note\autocite{gourmet:052006} note\autocite{garaud:gatine}
+note\autocite{evanston:library} note\autocite{feydeau:farces}
+note\autocite{floyd:atom} note\autocite{frede:inproc}
+note\autocite{friedman:learning} note\autocite{friends:leia}
+note\autocite{furet:passing:eng} note\autocite{garaud:gatine}
+note\autocite{garrett} note\autocite{gibbard}
+note\autocite{friends:leia} note\autocite{furet:passing:eng}.
+
+Note\autocite{garrett} note\autocite{good:wholeissue}
+note\autocite{gourmet:052006} note\autocite{garaud:gatine}
note\autocite{greek:filmstrip} note\autocite{grove:sibelius}
note\autocite{handel:messiah} note\autocite{harley:cartography}
-note\autocite{gibbard} note\autocite{hitchcock:nbynw}
-note\autocite{hlatky:hrt} note\autocite{greek:filmstrip}
-note\autocite{gourmet:052006} note\autocite{handel:messiah}.
-
-Note\autocite[Sibelius, Jean]{grove:sibelius}
-note\autocite{hitchcock:nbynw} 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{harwood:biden} note\autocite{gibbard}
+note\autocite{hitchcock:nbynw} note\autocite{good:wholeissue}
+note\autocite{hlatky:hrt}.
+
+Note\autocite{greek:filmstrip} note\autocite{gourmet:052006}
+note\autocite{handel:messiah} note\autocite{harwood:biden}
+note\autocite[Sibelius, Jean]{grove:sibelius}
+note\autocite{hitchcock:nbynw} note\autocite{holiday:fool}
+note\autocite{horsley:prosodies} note\autocite{harley:cartography}
+note\autocite{horowitz:youtube} note\autocite{jackson:paulina:letter}
+note\autocite{hlatky:hrt}.
+
+Note\autocite{james:ambassadors} note\autocite{holiday:fool}
+note\autocite{horowitz:youtube} 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{kimluu:diethyl} note\autocite{keating:dearborn}.
-
-%\clearpage
-
-Note\autocite{kozinn:review} note\autocite{kern}
-note\autocite{lach:asia} note\autocite{kimluu:diethyl}
+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[29]{lewis}
-note\autocite{lecarre:quest} note\autocite{lippincott:chicago}
-note\autocite{loften:hamlet} note\autocite{maisonneuve:relations}
+note\autocite{levistrauss:savage} note\autocite{lecarre:quest}
+note\autocite[29]{lewis} note\autocite{lecarre:quest}
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{maisonneuve:relations} note\autocite{lippincott:chicago}
+note\autocite{loften:hamlet} note\autocite{mchugh:wake}.
-Note\autocite{mchugh:wake} note\autocite[6.9.4]{mla:style}
-note\autocite{morgenson:market} note\autocite{murphy:silent}
+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{mozart:figaro}
+note\autocite{murphy:silent} note\autocite{nasa:db}
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{natrecoff:camera}.
-Note\autocite{nyt:obittrevor} note\autocite{nyt:trevorobit}
-note\autocite{nytrumpet:art} note\autocite{osborne:poison}
-note\autocite{oed:cdrom} note\autocite{natrecoff:camera}.
-
-%\clearpage
-
-note\autocite{palmatary:pottery} note\autocite{nyt:obittrevor}
-note\autocite{nyt:trevorobit} note\autocite[arithmetical]{oed:cdrom}
-note\autocite{nytrumpet:art} 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[2:25]{meredith:letters} note\autocite[6.9.5]{mla:style}
+note\autocite{morgenson:market} note\autocite{murphy:silent}
+note\autocite{mozart:figaro} note\autocite{nasa:db}
+note\autocite{nass:address} note\autocite{nyt:obittrevor}
+note\autocite{nyt:trevorobit} note\autocite{nytrumpet:art}
+note\autocite{osborne:poison} note\autocite{oed:cdrom}.
+
+Note\autocite{natrecoff:camera} note\autocite{palmatary:pottery}
+note\autocite{nyt:obittrevor} note\autocite{nyt:trevorobit}
+note\autocite[arithmetical]{oed:cdrom} note\autocite{nytrumpet:art}
+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} 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{polakow:afterw} note\autocite{pollan:plant}
+note\autocite{powell:email} note\autocite{prose:intro}
+note\autocite{ratliff:review} note\autocite{reaves:rosen}
+note\autocite{pollan:plant} note\autocite{powell:email}.
+
+Note\autocite{prose:intro} note\autocite{rodman:walk}
+note\autocite{roosevelt:speech} note\autocite{ross:thesis}
+note\autocite{ratliff:review} note\autocite{rozner:liberation}
+note\autocite{rubinstein:chopin} note\autocite{schellinger:novel}
note\autocite{reaves:rosen} note\autocite{schubert:muellerin}
-note\autocite{rodman:walk} note\autocite{schweitzer:bach}
-note\autocite{ross:thesis} note\autocite{rozner:liberation}.
+note\autocite{rodman:walk} note\autocite{schweitzer:bach}.
+Note\autocite{roosevelt:speech} note\autocite{ross:thesis}
+note\autocite{rozner:liberation} note\autocite{rubinstein:chopin}
Note\autocite{sechzer:women} note\autocite{schellinger:novel}
note\autocite{sereny:cries} note\autocite{schubert:muellerin}
-note\autocite{schweitzer:bach}.
-
-%\clearpage
-
-Note\footnote{\headlessfullcite{sewall:letter}.}
+note\autocite{schweitzer:bach}
+note\footnote{\headlessfullcite{sewall:letter}.}
note\autocite{shapey:partita} note\autocite{sechzer:women}
-note\autocite{sirosh:visualcortex} note\autocite{sereny:cries}
-note\autocite{silver:gawain}
+note\autocite{sirosh:visualcortex}.
+
+Note\autocite{sereny:cries} note\autocite{silver:gawain}
note\footnote{\headlesscite{sewall:letter}.}
note\autocite{soltes:georgia} note\autocite{sirosh:visualcortex}
note\autocite{spock:interview} note\autocite{shapey:partita}
-note\autocite{stenger:privacy}.
+note\autocite{stenger:privacy} note\autocite{silver:gawain}
+note\autocite{tillich:system} note\autocite{soltes:georgia}
+note\autocite{spock:interview}.
-Note\autocite{silver:gawain} note\autocite{tillich:system}
-note\autocite{soltes:georgia} note\autocite{spock:interview}
-note\autocite{times:guide} note\autocite{twain:audio}
+Note\autocite{times:guide} note\autocite{twain:audio}
note\autocite{virginia:plantation} note\autocite{stenger:privacy}
note\autocite{chicago:manual} note\autocite{twain:audio}
note\autocite[2:45]{tillich:system} note\autocite[police
-ranks]{times:guide}.
+ranks]{times:guide} note\autocite{virginia:plantation}
+note\autocite{chicago:manual} note\autocite{unsigned:ranke}
+note\autocite{herwign:office}.
-Note\autocite{virginia:plantation} note\autocite{chicago:manual}
-note\autocite{unsigned:ranke} note\autocite{herwign:office}
-note\autocite{verdi:corsaro} note\autocite{wallraff:word}
+Note\autocite{verdi:corsaro} note\autocite{wallraff:word}
note\autocite{unsigned:ranke} note\autocite{warr:ellison}
note\autocite{herwign:office} note\autocite{wallraff:word}
-note\autocite{verdi:corsaro} note\autocite{wauchope:ceramics}.
-
-Note\autocite{weed:flatiron}.
-
-%\clearpage
-
-Note\autocite{weresz} note\autocite{white:callimachus}
-note\autocite{white:ross:memo} note\autocite{warr:ellison}
-note\autocite{weed:flatiron} 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\autocite{verdi:corsaro} note\autocite{wauchope:ceramics}
+note\autocite{weed:flatiron} note\autocite{weresz}
+note\autocite{white:callimachus} note\autocite{white:ross:memo}
+note\autocite{warr:ellison} note\autocite{weed:flatiron}
+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}
+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\autocite[3:126]{meredith:letters} note\footfullcite[2]{weresz}
+note\autocite[2]{weresz} note\footnote{\fullcite{zukowsky:chicago}.}
note.\footnote{\cite*{zukowsky:chicago}.}
-\nocite{furet:passing:fr,good:wholeissue,house:papers,frede:inproc}
+\nocite{furet:passing:fr,house:papers}
\printshorthands
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@@ -0,0 +1,454 @@
+\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[authordate15,backend=biber,babel=hyphen,%
+bibencoding=latin1,strict]{biblatex-chicago}
+% \usepackage[style=chicago-authordate,backend=biber,usecompiler=true,%
+% babel=hyphen,bibencoding=auto,sorting=nyt,cmslos,autocite=inline]{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}
+% \renewcommand*{\biburlsetup}{%
+% \Urlmuskip=0mu plus 2mu\relax
+% \mathchardef\UrlBreakPenalty=200\relax
+% \mathchardef\UrlBigBreakPenalty=100\relax
+% \mathchardef\UrlEmergencyPenalty=9000\relax
+% \appto\UrlSpecials{%
+% \do\0{\mathchar`\0\penalty\UrlEmergencyPenalty}%
+% \do\1{\mathchar`\1\penalty\UrlEmergencyPenalty}%
+% \do\2{\mathchar`\2\penalty\UrlEmergencyPenalty}%
+% \do\3{\mathchar`\3\penalty\UrlEmergencyPenalty}%
+% \do\4{\mathchar`\4\penalty\UrlEmergencyPenalty}%
+% \do\5{\mathchar`\5\penalty\UrlEmergencyPenalty}%
+% \do\6{\mathchar`\6\penalty\UrlEmergencyPenalty}%
+% \do\7{\mathchar`\7\penalty\UrlEmergencyPenalty}%
+% \do\8{\mathchar`\8\penalty\UrlEmergencyPenalty}%
+% \do\9{\mathchar`\9\penalty\UrlEmergencyPenalty}}%
+% \def\UrlBreaks{%
+% \do\.\do\@\do\/\do\\\do\!\do\_\do\|\do\;\do\>\do\]\do\)\do\}%
+% \do\,\do\?\do\'\do\+\do\=\do\#\do\$\do\&\do\*\do\^\do\"}%
+% \def\UrlBigBreaks{\do\:\do\-}}
+\usepackage{url}
+\urlstyle{rm}
+\appto\bibsetup{\sloppy}
+\hyphenation{evans-ton clem-ens}
+\setlength{\dimen\footins}{9.5in}
+\setlength{\parindent}{0pt}
+\setlength{\parskip}{5pt}
+\setcounter{biburlnumpenalty}{9000}
+\setcounter{biburlucpenalty}{9000}
+\setcounter{biburllcpenalty}{9000}
+\newcommand{\cmd}[1]{\texttt{\textbackslash #1}}
+\usepackage[colorlinks,urlcolor=blue,citecolor=black,
+plainpages=false,breaklinks=true]{hyperref}
+\bibliography{dates-test}
+%%\onehalfspacing
+\begin{document}
+
+\section*{The Chicago Author-Date Specification, 15th Edition}
+\label{sec:spec}
+
+\subsection*{Important Note}
+\label{bibernote}
+
+Starting with \textsf{biblatex} version 1.5, in order to adhere to the
+author-date specification you will need to use \textsf{Biber} to
+process your .bib files, as \textsc{Bib}\TeX\ (and its more recent
+variants) will no longer provide all the features you need. The
+previous release of \textsf{Biber} (0.9.5), however, contained bugs
+that made it tricky to use with \textsf{biblatex-chicago}. These bugs
+have been addressed in more recent versions, so I highly recommend
+that you upgrade to (at least) 0.9.8 and to \textsf{biblatex} 1.7,
+which are intended to work together. The advice that follows in this
+document assumes that you are using \textsf{Biber}; if you wish to
+continue using \textsc{Bib}\TeX\ then you need \textsf{biblatex}
+version 1.4c and, if you have any problems with the current release,
+possibly \textsf{biblatex-chicago} 0.9.7a.
+
+\subsection*{Usage}
+\label{usage}
+
+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:15}. 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:15}, 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:15}. 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:15}.
+
+\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:15}.}\ \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:15}. By default, I
+have followed this recommendation: \cmd{autocites}:
+\autocites{bsi:abbreviation:15}{iso:electrodoc:15}; \cmd{textcites}:
+\textcites{bsi:abbreviation:15}{iso:electrodoc:15}. It suggests
+placing the expansion of the abbreviation into an alphabetized
+cross-reference inside the reference list itself, a procedure that I
+have now implemented for \textsf{biblatex-chicago}. To use this, you
+need a \textsf{CustomC} entry containing the expansion, and either a
+\textsf{userc} field in the parent entry or a \cmd{nocite} command to
+make sure it is printed in the reference list. If you use a
+\cmd{printshorthands} command, the list of shorthands will still be
+printed, so you now have a variety of options available for presenting
+the expansions depending on your specific requirements. 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:15}; \autocite{virginia:plantation:15}.
+
+With \textsf{Biber}, an absent \textsf{date} will automatically
+provoke it into searching for other sorts of dates in the entry, in
+the order \textsf{year, eventyear, origyear, urlyear}: e.g.,
+\autocite{evanston:library}, which only has a \textsf{urlyear}. (You
+can eliminate some of these dates from the running, or change the
+search order, using the \cmd{DeclareLabelyear} command in your
+preamble, but please be aware that I have hard-coded this order into
+the author-date style in order to cope with some tricky corners of the
+specification. If you reorder these dates, and your references enter
+these tricky corners, the results might be surprising. Cf.\
+section~4.5.2 in \textsf{biblatex.pdf} and section~5.2, s.v.\
+\enquote{date} in \textsf{biblatex-chicago15.pdf} for the details.)
+In most entry types, the absence of all four possible dates will
+automatically produce \enquote{\texttt{n.d.}\hspace{-2pt}} instead:
+\autocite{bernstein:shostakovich}. 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:15}. 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-chicago15.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}. You can also use the new
+\texttt{cmsdate=full} switch in the \textsf{options} field to produce
+complete date references in such entries, thereby obviating any need
+to present them in the list of references at all:
+\autocite{lakeforester:pushcarts}; \autocite{nyt:trevorobit}. In
+\textsf{manual} entries, the \textsf{organization} field can take the
+place of a missing \textsf{author}: \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:15}.
+
+\subsubsection*{Misc entries with an entrysubtype}
+\label{sec:misc}
+
+When citing individual letter-like pieces from an unpublished archive
+where only an \textsf{origdate} is present, you no longer need to set
+the \texttt{cmsdate} option in your .bib entry, as \textsf{Biber} and
+\textsf{biblatex-chicago} now handle this automatically:
+\autocite{creel:house}. Non-letters, e.g., interviews, use the
+\textsf{date} field, so you don't need \texttt{cmsdate} there, either:
+\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*{Comments inside citations}
+\label{sec:comments}
+
+If you wish to include a comment inside the parentheses of a citation,
+it will need to be separated by a semicolon
+\autocite[16.111]{chicago:manual:15}. If you have a
+\textsf{postnote}, then you can manually provide the punctuation and
+comment in that field, e.g., \autocite[4; the unrevised
+trans.]{stendhal:parma}. Without a \textsf{postnote}, you'll need a
+separate Misc or CustomC entry containing just the text of the comment
+in the \textsf{title} field, \textsf{entrysubtype} \texttt{classical},
+and \textsf{options} \texttt{skipbib}. An \cmd{autocites} command
+calling both the main text and the comment will do the trick, e.g.,
+\autocites{chicago:manual:15}{chicago:comment:15}.
+
+\subsubsection*{Multiple authors}
+\label{sec:multiple}
+
+The default settings in \textsf{biblatex-chicago} are
+\texttt{maxnames=3,minnames=1} in citations and
+\texttt{max\-bibnames=10,minbibnames=7} in the list of references
+(these latter parameters set in \textsf{biblatex-chicago.sty}). 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:15}.
+The new (\textsf{Biber}-only) \textsf{biblatex} option
+\texttt{uniquelist}, set for you in \textsf{biblatex-chicago.sty},
+will automatically handle many of these situations for you, but it is
+as well to understand that it does so by temporarily suspending the
+limits, listed above, on how many names to print in a citation.
+Without \texttt{uniquelist}, \textsf{biblatex} would present such a
+work as, e.g., (Hlatky et al. 2002b), while hlatky:hrt would be
+(Hlatky et al. 2002a). This does distinguish between them, but
+inaccurately, as it suggests that the two different author lists are
+exactly the same. With \texttt{uniquelist}, the two citations might
+look like (Hlatky, Boothroyd et al.\ 2002) and (Hlatky, Smith et al.\
+2002), which is what the specification requires.
+
+If, however, the distinguishing name occurs further down the author
+list --- in fourth or fifth position in our examples --- then the
+default settings would produce citations with all 4 or 5 names
+printed, which can become awkwardly long. In such a situation, you
+can provide \textsf{shortauthor} fields that look like this:
+\{\{Hlatky et al., \textbackslash mkbibquote\{Quality of Life,\}\}\}
+and \{\{Hlatky et al., \textbackslash mkbibquote\{Depressive
+Symptoms,\}\}\}, using a shortened title to distinguish the
+references. This would produce (Hlatky et al., \enquote{Quality of
+ Life,} 2002) and (Hlatky et al., \enquote{Depressive Symptoms,}
+2002), as the spec recommends. There is, unfortunately, no simpler
+way that I know of to deal with this situation.
+
+\subsubsection*{Audiovisual entries}
+\label{sec:audiovisual}
+
+According to the \emph{Manual}, \enquote{the author-date system is
+ inappropriate for most audiovisual materials\ldots\ Such materials
+ are best mentioned in running text and grouped in the reference list
+ under a subhead\ldots} \autocite[17.265]{chicago:manual:15}. Some
+entries work perfectly well: \autocite{auden:reading:15};
+\autocite{hitchcock:nbynw}; \autocite{handel:messiah:15}. Others
+perhaps require further information in the entry or genuinely are
+better suited to presentation in running text:
+\autocite{beethoven:sonata29}; \autocite{nytrumpet:art:15}. Published
+(\textsf{Audio}) and unpublished (\textsf{Misc}) scores, for their
+part, are no problem at all: \autocite{schubert:muellerin};
+\autocite{verdi:corsaro}; \autocite{shapey:partita:15}. The standard
+\textsf{biblatex} tools for subdividing reference lists are all
+available if you want to follow the \emph{Manual's} recommendations on
+that front.
+
+\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:15};
+\autocite{gibbard:15}; \autocite{kern}; \autocite{kimluu:diethyl:15};
+\autocite{kozinn:review}; \autocite{lewis:15};
+\autocite{loften:hamlet}; \autocite{loomis:structure:15};
+\autocite{morgenson:market}; \autocite{osborne:poison:15};
+\autocite{ratliff:review:15}; \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}.
+
+Audio: \autocite{greek:filmstrip:15}; \autocite{twain:audio};
+\autocite{weed:flatiron}.
+
+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:15};
+\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}.
+
+InProceedings: \autocite{frede:inproc}.
+
+InReference: \autocite[absolute]{oed:cdrom}.
+
+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:15}.
+
+Unpublished: \autocite{nass:address}.
+
+Video: \autocite{cleese:holygrail}; \autocite{episode:tv}.
+
+
+% \printshorthands % No longer necessary in author-date.
+%\nocite{*}
+\printbibliography[title=References]
+
+\end{document}
+%%% Local Variables:
+%%% mode: latex
+%%% TeX-master: t
+%%% End:
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/cms15-notes-sample.pdf b/Master/texmf-dist/doc/latex/biblatex-chicago/cms15-notes-sample.pdf
new file mode 100644
index 00000000000..56ac29a0756
--- /dev/null
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/cms15-notes-sample.pdf
Binary files differ
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/cms15-notes-sample.tex b/Master/texmf-dist/doc/latex/biblatex-chicago/cms15-notes-sample.tex
new file mode 100644
index 00000000000..b360f86ace8
--- /dev/null
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/cms15-notes-sample.tex
@@ -0,0 +1,254 @@
+\documentclass[a4paper,12pt]{report}
+\usepackage[T1]{fontenc}
+\usepackage{textcomp}
+\usepackage[latin1]{inputenc}
+\usepackage[american]{babel}
+\usepackage[autostyle]{csquotes}
+\usepackage[document]{ragged2e}
+\usepackage[notes15,strict,backend=biber,babel=other,%
+bibencoding=latin1]{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}
+\renewcommand*{\biburlsetup}{%
+ \Urlmuskip=0mu plus 2mu\relax
+ \mathchardef\UrlBreakPenalty=200\relax
+ \mathchardef\UrlBigBreakPenalty=100\relax
+ \mathchardef\UrlEmergencyPenalty=9000\relax
+ \appto\UrlSpecials{%
+ \do\0{\mathchar`\0\penalty\UrlEmergencyPenalty}%
+ \do\1{\mathchar`\1\penalty\UrlEmergencyPenalty}%
+ \do\2{\mathchar`\2\penalty\UrlEmergencyPenalty}%
+ \do\3{\mathchar`\3\penalty\UrlEmergencyPenalty}%
+ \do\4{\mathchar`\4\penalty\UrlEmergencyPenalty}%
+ \do\5{\mathchar`\5\penalty\UrlEmergencyPenalty}%
+ \do\6{\mathchar`\6\penalty\UrlEmergencyPenalty}%
+ \do\7{\mathchar`\7\penalty\UrlEmergencyPenalty}%
+ \do\8{\mathchar`\8\penalty\UrlEmergencyPenalty}%
+ \do\9{\mathchar`\9\penalty\UrlEmergencyPenalty}}%
+ \def\UrlBreaks{%
+ \do\.\do\@\do\/\do\\\do\!\do\_\do\|\do\;\do\>\do\]\do\)\do\}%
+ \do\,\do\?\do\'\do\+\do\=\do\#\do\$\do\&\do\*\do\^\do\"}%
+ \def\UrlBigBreaks{\do\:\do\-}}
+\usepackage{url}
+\urlstyle{rm}
+\appto\bibsetup{\sloppy}
+%\appto\biburlsetup{\Urlmuskip=0mu plus 4mu\relax}
+\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{auden:reading}
+note\autocite[149]{ashbrook:brain} note\autocite{author:forthcoming}
+note\autocite{assocpress:gun} note\autocite{babb:peru}
+note\autocite{author:forthcoming} note\autocite{auden:reading}.
+
+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{beethoven:sonata29} note\autocite{bernard:boris}
+note\autocite{bernstein:shostakovich} note\autocite{boxer:china}
+note\autocite{beattie:crime}.
+
+Note\autocite{brown:bremer} note\autocite{beethoven:sonata29}
+note\autocite{bernstein:shostakovich} 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}.
+
+%\clearpage
+
+Note\autocite{cleese:holygrail} note\autocite{Clemens:letter}
+note\autocite{cohen:schiff} note\autocite{Clemens:letter}
+note\autocite{clark:mesopot} note\autocite{cleese:holygrail}
+note\autocite{cohen:schiff} 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:15} note\autocite{cook:sotweed}
+note\autocite{creasey:ashe:blast} note\autocite{creasey:york:death}
+note\autocite{cotton:manufacture:15}
+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\footnote{\headlesscite[\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{episode:tv}.
+
+Note\autocite{eliot:pound} note\autocite{euripides:orestes}
+note\autocite{ellet:galena} note\autocite{episode:tv}
+note\autocite{emerson:nature}.
+
+%\clearpage
+
+Note\autocite{evanston:library}
+note\footnote{\headlessfullcite[3]{feydeau:farces}.}
+note\autocite{euripides:orestes} note\autocite{friedman:learning}
+note\autocite{evanston:library} note\autocite{feydeau:farces}
+note\autocite{friedman:learning} 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{greek:filmstrip} note\autocite{grove:sibelius}
+note\autocite{handel:messiah} note\autocite{harley:cartography}
+note\autocite{gibbard} note\autocite{hitchcock:nbynw}
+note\autocite{hlatky:hrt} note\autocite{greek:filmstrip}
+note\autocite{gourmet:052006} note\autocite{handel:messiah}.
+
+Note\autocite[Sibelius, Jean]{grove:sibelius}
+note\autocite{hitchcock:nbynw} 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}.
+
+%\clearpage
+
+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[29]{lewis}
+note\autocite{lecarre:quest} 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{mozart:figaro}
+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{mozart:figaro}.
+
+Note\autocite{murphy:silent} note\autocite{nass:address}
+note\autocite{nyt:obittrevor} note\autocite{nyt:trevorobit}
+note\autocite{nytrumpet:art:15} note\autocite{osborne:poison}.
+
+%\clearpage
+
+Note\autocite{oed:cdrom} note\autocite{natrecoff:camera}
+note\autocite{palmatary:pottery} note\autocite{nyt:obittrevor}
+note\autocite{nyt:trevorobit} note\autocite[arithmetical]{oed:cdrom}
+note\autocite{nytrumpet:art:15} 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} 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{schubert:muellerin}
+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}.
+
+%\clearpage
+
+Note\autocite{schubert:muellerin} note\autocite{schweitzer:bach}
+note\footnote{\headlessfullcite{sewall:letter}.}
+note\autocite{shapey:partita} note\autocite{sechzer:women}
+note\autocite{sirosh:visualcortex} note\autocite{sereny:cries}
+note\autocite{silver:gawain}
+note\footnote{\headlesscite{sewall:letter}.}
+note\autocite{soltes:georgia} note\autocite{sirosh:visualcortex}
+note\autocite{spock:interview}.
+
+Note\autocite{shapey:partita} 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{twain:audio}
+note\autocite{virginia:plantation} note\autocite{stenger:privacy}
+note\autocite{chicago:manual:15} note\autocite{twain:audio}.
+
+Note\autocite[2:45]{tillich:system} note\autocite[police
+ranks]{times:guide} note\autocite{virginia:plantation}
+note\autocite{chicago:manual:15} note\autocite{unsigned:ranke:15}
+note\autocite{herwign:office} note\autocite{verdi:corsaro}
+note\autocite{wallraff:word} note\autocite{unsigned:ranke:15}
+note\autocite{warr:ellison} note\autocite{herwign:office}
+note\autocite{wallraff:word}.
+
+Note\autocite{verdi:corsaro} note\autocite{wauchope:ceramics}
+note\autocite{weed:flatiron}.
+
+%\clearpage
+
+Note\autocite{weresz} note\autocite{white:callimachus}
+note\autocite{white:ross:memo} note\autocite{warr:ellison}
+note\autocite{weed:flatiron} 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}.}
+
+\nocite{furet:passing:fr,good:wholeissue,house:papers,frede:inproc}
+
+\printshorthands
+
+\printbibliography[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
index ed9b7edc008..edd23e62354 100644
--- a/Master/texmf-dist/doc/latex/biblatex-chicago/dates-test.bib
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/dates-test.bib
@@ -1,24 +1,33 @@
-@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,
+%@String{cup = {Cambridge Univ.\ Press}}% 15th edition
+%@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}}
+%@String{uncp = {Univ.\ of North Carolina Press}}
+
+@String{cup = {Cambridge University Press}}% 16th edition
+@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}}
+@String{uncp = {University of North Carolina Press}}
+
+@Review{Clemens:letter,
journaltitle = {Wall Street Journal},
entrysubtype = {magazine},
author = {Clemens, David},
date = {2000-04-21},
title = {letter to the editor},
- annotation = {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.}
+ annotation = {A typical letter to an editor, using a Review entry
+ by necessity in the 16th edition, though you can use
+ an Article entry in the 15th edition, where either
+ will work. Note the use of the lower-case initial
+ letter in the title, which isn't strictly necessary
+ in author-date, though it works fine.}
}
@CustomC{abbrev:BSI,
@@ -28,7 +37,7 @@
shorthand from another entry (bsi:abbreviation). It
allows the presentation of that expansion in the
correct, alphabetized place in the list of
- references.}
+ references. _15th Edition Only_.}
}
@CustomC{abbrev:ISO,
@@ -40,7 +49,27 @@
allows the presentation of that expansion in the
correct, alphabetized place in the list of
references. The entrysubtype allows you to print
- the expansion elsewhere, e.g., in a footnote.}
+ the expansion elsewhere, e.g., in a footnote. _15th
+ edition only_.}
+}
+
+@Review{ac:comment,
+ entrysubtype = {magazine},
+ author = {AC},
+ eventdate = {2008-07-01},
+ nameaddon = {(10:18 a.m.)},
+ crossref = {ellis:blog},
+ title = {comment on Rhian Ellis, \mkbibquote{Squatters' Rights}},
+ annotation = {The 16th edition suggests a format such as this for
+ presenting comments on blogs or other online
+ material. With only a generic title, it takes a
+ Review entry instead of an Article one, and the
+ crossref field points to the blog to which the
+ comment is attached. The eventdate gives the date
+ of the comment, and if additional temporal
+ specificity is required then you can use the
+ nameaddon field to give a timestamp, inside
+ parentheses.}
}
@Book{adorno:benj,
@@ -60,11 +89,23 @@
@Book{anon:stanze,
title = {Stanze in lode della donna brutta},
date = 1547,
+ address = {Florence},
+ shorttitle = {Stanze},
+ annotation = {The standard 16th-edition way to present this work,
+ allowing it to be alphabetized by title, and
+ providing a short title for in-text citations. See
+ next entry.}
+}
+
+@Book{anon:stanze:15,
+ title = {Stanze in lode della donna brutta},
+ date = 1547,
author = {Anon\adddot},
address = {Florence},
- annotation = {One solution for an anonymous work in an author-date
- reference list. All such works will be grouped
- together in the list.}}
+ annotation = {One _15th edition only_ 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},
@@ -146,6 +187,19 @@
page range.}
}
+@CustomC{ashe:creasey,
+ author = {Ashe, Gordon},
+ title = {Creasey, John},
+ annotation = {This CustomC entry provides a cross-reference from
+ the pseudonym in the author field to the real name
+ in the title field, allowing your readers to find
+ the cited work under the author's real name. The
+ entry for that work, creasey:ashe:blast, contains a
+ userc field which refers to this entry, ensuring
+ that this cross-reference will be printed if the
+ main entry itself is cited.}
+}
+
@Article{assocpress:gun,
journaltitle = {New York Times},
entrysubtype = {magazine},
@@ -159,6 +213,19 @@
}
@Music{auden:reading,
+ title = {Selected Poems},
+ author = {Auden, W. H.},
+ date = {1991},
+ number = 7137,
+ series = {Spoken Arts},
+ type = {audiocassette},
+ note = {read by the author},
+ annotation = {For the 16th edition, a date has been found for this
+ entry, and therefore you no longer need the
+ entrysubtype. See next entry.}
+}
+
+@Music{auden:reading:15,
title = {Poems},
author = {Auden, W. H.},
number = 7137,
@@ -173,7 +240,8 @@
number field contain the label information for the
CD, as is standard in Music entries. The
entrysubtype may help with in-text citations of a
- source like this in the author-date style.}
+ source like this in the author-date style. _15th
+ edition only_.}
}
@Article{author:forthcoming,
@@ -200,7 +268,26 @@
in the edition field.}
}
-@Article{barcott:review,
+@Review{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 = {A Review 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 headline-style
+ capitalization you have to provide by hand _for the
+ 16th edition only_. See next entry.}
+}
+
+@Article{barcott:review:15,
journaltitle = {New York Times Book Review},
author = {Barcott, Bruce},
date = {2000-04-16},
@@ -215,10 +302,10 @@
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.}
+ capitalization you have to provide by hand _for the
+ 15th edition only_, because the curly brackets of
+ mkbibemph protect the text from the automatic
+ algorithms provided by the package.}
}
@Book{barrows:reading,
@@ -248,7 +335,8 @@
mark or exclamation point, and you haven't placed
that title into quotation marks, this workaround is
necessary. Note also the curly braces around the
- first word of the subtitle.}
+ first word of the subtitle, necessary _only for the
+ 15th edition_.}
}
@Article{beattie:crime,
@@ -274,7 +362,11 @@
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.}
+ less important in the author-date style. In the
+ 16th edition, Image is an alias for Artwork, as
+ photographs are now treated just the same as works
+ in other media, but you still need the Image entry
+ type for the 15th edition.}
}
@Music{beethoven:sonata29,
@@ -292,10 +384,9 @@
editortype "none" prevents any identifying string
being used for the performer, as none is needed. As
in most Music entries, the series and number give
- label identifying information, but the Manual has
- provided neither a medium for the type field nor the
- publisher who owns the label. (I'm assuming that
- one is supposed to be able to gather this
+ label identifying information, but the Manual hasn't
+ provided a medium for the type field. (I'm assuming
+ that one is supposed to be able to gather this
information from the number and series field, but
the absence of a date doesn't help, either,
particularly in the author-date style.)}
@@ -328,16 +419,18 @@
number = {IM 35854},
series = {CBS},
options = {useauthor=false},
- annotation = {Like beethoven:sonata29, this is another rather
- abbreviated Music entry, lacking a date, a publisher
- and a type. It does, however, show the method for
- emphasizing the conductor instead of the composer,
- and also for identifying the conductor in the
- editortype field. Here, the performing orchestra
- goes in the editora field, and the editoratype
- "none" prevents any string attaching to the
- orchestra, as one isn't needed. The usual series
- and number give the label information.}
+ annotation = {This is a rather abbreviated Music entry, lacking a
+ date and a type. It does, however, show the method
+ for emphasizing the conductor instead of the
+ composer, and also for identifying the conductor in
+ the editortype field. Here, the performing
+ orchestra goes in the editora field, and the
+ editoratype "none" prevents any string attaching to
+ the orchestra, as one isn't needed. The usual
+ series and number give the label information. The
+ 16th edition strongly encourages you to find a date
+ for such an entry -- online resources should be able
+ to help.}
}
@Book{boxer:china,
@@ -400,38 +493,58 @@
publisher = cup,
address = {Cambridge},
annotation = {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.}}
+ 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},
+ sortname = {BSI},
+ address = {Linford Woods, Milton Keynes, UK},
+ shorthand = {BSI},
+ annotation = {A Manual entry providing an organizational author
+ and a shorthand field for in-text citations. For
+ the 16th edition, the shorthand will be printed at
+ the head of the entry, followed by the expansion in
+ parentheses. The sortname field ensures that the
+ entry is correctly alphabetized by the first thing
+ you see in the entry, i.e., the shorthand. See next
+ entry.}
+}
+
+@Manual{bsi:abbreviation:15,
+ title = {Specification for Abbreviation of Title Words and
+ Titles of Publications},
+ date = 1985,
+ organization = {British Standards Institute},
userc = {abbrev:BSI},
sortkey = {British},
address = {Linford Woods, Milton Keynes, UK},
shorthand = {BSI},
annotation = {A Manual entry providing an organizational author
- and a shorthand field for in-text citations. The
- userc field points to a CustomC entry which provides
- the expansion of the shorthand inside the reference
- list, rather than in a list of shorthands. Using
- the field in this way ensures that the expansion
- will be printed if this entry is cited.}
+ and a shorthand field for in-text citations. For
+ the 15th edition, the userc field points to a
+ CustomC entry which provides the expansion of the
+ shorthand inside the reference list, rather than in
+ a list of shorthands. Using the field in this way
+ ensures that the expansion will be printed if this
+ entry is cited.}
}
-@Article{bundy:macneil,
+@Review{bundy:macneil,
journaltitle = {MacNeil/Lehrer NewsHour},
usera = {PBS},
entrysubtype = {magazine},
date = {1990-02-07},
author = {Bundy, McGeorge},
title = {interview by {Robert MacNeil}},
- annotation = {A television interview presented in an Article
- entry, with "magazine" entrysubtype. Note that the
+ annotation = {A television interview presented in a Review entry,
+ with "magazine" entrysubtype. In the 15th edition,
+ you could use an Article entry. 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
@@ -478,6 +591,14 @@
}
@CustomC{chicago:comment,
+ title = {the most recent edition},
+ entrysubtype = {classical},
+ options = {skipbib},
+ annotation = {An example of how to use a CustomC entry to insert a
+ comment inside another parenthetical citation.}
+}
+
+@CustomC{chicago:comment:15,
title = {no longer the current edition},
options = {skipbib},
entrysubtype = {classical},
@@ -487,6 +608,18 @@
@Book{chicago:manual,
title = {The {Chicago} Manual of Style},
+ year = 2010,
+ author = {{University of Chicago Press}},
+ publisher = uchp,
+ edition = 16,
+ 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.}
+}
+
+@Book{chicago:manual:15,
+ title = {The {Chicago} Manual of Style},
year = 2003,
author = {{Univ. of Chicago Press}},
publisher = uchp,
@@ -512,11 +645,12 @@
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.}
+ bibstring mechanism. 17.177 (15th ed.) and 14.194
+ (16th ed.) in the Manual present this entry with
+ what seems to me to be punctuation inconsistent with
+ their practice elsewhere, so the processed entries
+ in cms15-dates-sample.pdf and cms-dates-sample.pdf
+ don't match it.}
}
@Book{churchill:letters,
@@ -524,7 +658,7 @@
date = 1990,
author = {Churchill, Winston and Eisenhower, Dwight~D.},
editor = {Boyle, Peter~G.},
- publisher = {Univ. of North Carolina Press},
+ publisher = uncp,
address = {Chapel Hill},
annotation = {Ordinarily, when citing individual letters in the
author-date system, the reference will be to the
@@ -618,9 +752,7 @@
date = 1982,
volume = 16,
pages = {1313--17},
- annotation = {An article with italicized words in the title. You
- need to provide sentence-style capitalization
- yourself inside the mkbibemph commands.}
+ annotation = {An article with italicized words in the title.}
}
@InCollection{contrib:contrib,
@@ -663,25 +795,39 @@
provided.}
}
+@Misc{coolidge:speech,
+ author = {Coolidge, Calvin},
+ title = {\mkbibquote{Equal Rights} (speech)},
+ note = {copy of an undated 78 rpm disc},
+ addendum = {from \fullcite{loc:leaders}},
+ year = {[1920?]},
+ entrysubtype = {speech},
+ annotation = {This is a recording from an online archive, using a
+ Misc entry with an entrysubtype. The addendum cites
+ the archive itself using an Online entry.
+ Cp. weed:flatiron and loc:city, which cite a film
+ from an online archive, both using a Video entry.}
+}
+
@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}},
+ author = {{Cotton Manufacturer}},
shortauthor = {{Cotton Manufac\adddot}},
- sortkey = {Cott},
publisher = {Bury, UK},
- annotation = {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
+ annotation = {A Book with a corporate author. You can, for the
+ 16th edition, eliminate the indefinite article at
+ the start of the author's name, which also allows
+ you to eliminate the sortkey field. The shortauthor
field may help shorten the in-text citation.}
}
@Book{creasey:ashe:blast,
title = {A Blast of Trumpets},
year = 1976,
+ userc = {ashe:creasey},
author = {Creasey, John},
nameaddon = {Gordon Ashe, \bibstring{pseudonym}},
publisher = {Holt, Rinehart \& Winston},
@@ -695,13 +841,20 @@
bibstring pseudonym. Also note ampersand in
publisher, which prevents the two parts of the
publisher's name from being taken as two different
- publishers.}
+ publishers. The 16th edition makes it a requirement
+ in such entries that you also include a cross
+ reference from the different pseudonyms back to the
+ author's name, something accomplished using a
+ CustomC entry and the userc field which
+ automatically makes sure the cross-reference
+ prints.}
}
@Book{creasey:morton:hide,
title = {Hide the Baron},
year = 1978,
author = {Creasey, John},
+ userc = {morton:creasey},
nameaddon = {Anthony Morton, \bibstring{pseudonym}},
publisher = {Walker},
location = {New York},
@@ -713,6 +866,7 @@
title = {Death to My Killer},
year = 1966,
author = {Creasey, John},
+ userc = {york:creasey},
nameaddon = {Jeremy York, \bibstring{pseudonym}},
publisher = {Macmillan},
location = {New York},
@@ -740,10 +894,10 @@
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.}
+ of the text (15th ed, 17.233, 16th ed. 15.49). 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,
@@ -778,20 +932,39 @@
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.}
+ text (15th ed. 17.233, 16th ed. 15.49). 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.}
+}
+
+@Book{donne:var:15,
+ 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},
@@ -804,9 +977,10 @@
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.}
+ the closing quotation mark. In the _15th edition_
+ only, you need to provide the sentence-style
+ capitalization yourself inside the mkbibquote
+ command.}
}
@Book{dunn:revolutions,
@@ -824,13 +998,12 @@
title = {Dynatext, Electronic Book Indexer/Browser},
organization = {Electronic Book Technology Inc.},
address = {Providence, RI},
- sortkey = {Electronic},
year = 1991,
annotation = {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}
+ twice, as author and as publisher. Note that you no
+ longer need a sortkey with the default Sorting
+ Scheme.}
}
@Book{eliot:pound,
@@ -843,11 +1016,7 @@
location = {New York},
annotation = {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.}
+ makes it happen.}
}
@InCollection{ellet:galena,
@@ -866,6 +1035,23 @@
inheritance from parent entry.}
}
+@Article{ellis:blog,
+ author = {Ellis, Rhian},
+ title = {Squatters' Rights},
+ journaltitle = {Ward Six},
+ location = {blog},
+ date = {2008-06-30},
+ url = {http://wardsix.blogspot.com/2008/06/sqatters-rights.html},
+ entrysubtype = {magazine},
+ annotation = {The 16th edition specifies an Article-like
+ presentation for blogs, the main peculiarity being
+ the identification of the material as a blog using
+ the location field, which is usually reserved for
+ identifying the place of publication of obscure
+ journals. See ac:comment, a Review entry, for how
+ to reference comments on such online material.}
+}
+
@Book{emerson:nature,
title = {Nature},
year = 1985,
@@ -884,7 +1070,10 @@
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.}
+ will print both dates, in the format [1836] 1985.
+ In the 16th edition, "old" is a synonym for "both,"
+ which formats the dates in a similar but not
+ identical fashion.}
}
@InReference{ency:britannica,
@@ -900,7 +1089,7 @@
@Video{episode:tv,
title = {Episode Title},
- titleaddon = {series 5, episode 2},
+ booktitleaddon = {series 5, episode 2},
options = {cmsdate=on},
entrysubtype = {tv},
editor = {{Production Company}},
@@ -911,19 +1100,25 @@
booktitle = {Series Title},
publisher = {Production Company},
type = {DVD},
- annotation = {The Manual doesn't, that I can find, provide
- guidance for citing television programs, so I have
- guessed, using the analogy of films, at how to
- present one using the Video entry type. The title
- of the episode will be presented in the main text
- font, as there is a booktitle presenting the name of
- the TV series. The titleaddon gives details about
- the episode, and the type gives the medium, as
- usual. The origdate is the year of original
- transmission, while the date provides the year range
- for the whole series, though it would perhaps make
- more sense in this situation to provide the date the
- DVD was released, instead. The entrysubtype isn't
+ annotation = {The 15th edition of the Manual doesn't, that I can
+ find, provide guidance for citing television
+ programs, so I guessed, using the analogy of films,
+ at how to present one using the Video entry type.
+ (The 16th edition does give an example -- see
+ friends:leia -- but I have retained this entry _only
+ for the 15th edition_, as there are significant
+ structural changes between the two editions when
+ presenting audio-visual material.) The title of the
+ episode will be presented in the main text font, as
+ there is a booktitle presenting the name of the TV
+ series. The booktitleaddon -- in a slight change
+ from previous releases -- gives details about the
+ episode, and the type gives the medium, as usual.
+ The origdate is the year of original transmission,
+ while the date provides the year range for the whole
+ series, though it would perhaps make more sense in
+ this situation to provide the date the DVD was
+ released, instead. The entrysubtype isn't
necessary, but may be of some use in the author-date
style if you want the origdate to appear in
parentheses after the main part of the entry, for
@@ -981,6 +1176,27 @@
annotation = {A standard Book entry, with a translator.}
}
+@Music{floyd:atom,
+ title = {Atom Heart Mother},
+ date = 1990,
+ origdate = 1970,
+ author = {{Pink Floyd}},
+ pubstate = {reprint},
+ number = {CDP 7 46381 2},
+ publisher = {Capitol},
+ type = {compact disc},
+ annotation = {_16th edition only_ An example of a re-released
+ album. The original release date will appear in
+ citations and at the head of the reference list
+ entry, while the CD re-release date appears later.
+ Because the origdate is used at the head of the
+ entry, the pubstate field here has no effect, though
+ in other circumstances, and in the notes and
+ bibliography style, it will print a notice at the
+ end of the entry clarifying that it is indeed a
+ re-release.}
+}
+
@inproceedings{frede:inproc,
keywords={secondary},
author = {Dorothea Frede},
@@ -993,7 +1209,8 @@
publisher = {Oxford University Press},
address = {Oxford},
year = {2009},
- pages = {183-207}
+ pages = {183-207},
+ annotation = {A standard inproceedings entry.}
}
@SuppBook{friedman:intro,
@@ -1002,6 +1219,7 @@
bookauthor = {Hayek, F.~A.},
introduction = {yes},
date = 1994,
+ pages = {ix--xx},
publisher = uchp,
note = {Anniversary ed.},
location = {Chicago},
@@ -1009,7 +1227,9 @@
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.}
+ the style will provide the rest automatically. The
+ 16th edition now requires page numbers in the list
+ of references for this sort of entry.}
}
@Article{friedman:learning,
@@ -1021,8 +1241,31 @@
number = 1,
doi = {10.1006/jeth.2000.2694},
url = {http://www.idealibrary.com/links/doi/10.1006/jeth.2000.2694},
- annotation = {Standard Article entry with a doi and a url
- provided.}
+ annotation = {Standard Article entry with a DOI and a URL
+ provided. The 16th edition prefers a DOI if one is
+ available.}
+}
+
+@Video{friends:leia,
+ title = {The One with the Princess Leia Fantasy},
+ date = 2003,
+ booktitle = {Friends},
+ booktitleaddon = {season~3, episode~1},
+ author = {Curtis, Michael and Malins, Gregory~S.},
+ eventdate = {1996-09-19},
+ editor = {Mancuso, Gail},
+ editortype = {director},
+ publisher = {Warner Home Video},
+ type = {DVD},
+ address = {Burbank, CA},
+ annotation = {_16th edition only_. This is a template for citing
+ television shows in the 16th edition. The eventdate
+ is the original broadcast date, while the date
+ applies to the medium you are citing. As in other
+ audiovisual entries, the earliest date automatically
+ goes at the head of the entry. Note that
+ information about the season and episode numbers
+ goes in booktitleaddon.}
}
@Book{furet:passing:eng,
@@ -1087,6 +1330,23 @@
@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{garrett:15,
+ author = {Garrett, Marvin~P.},
title = {Language and Design in \mkbibemph{Pippa passes}},
journaltitle = {Victorian Poetry},
year = 1975,
@@ -1099,7 +1359,8 @@
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.}
+ in the title field, where you need sentence-style
+ capitalization for the 15th edition.}
}
@Misc{genesis,
@@ -1110,7 +1371,8 @@
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.}
+ need italicized titles. Cf. Manual, 15th
+ ed. 17.247-49, 16th ed. 14.253-255.}
}
@Article{gibbard,
@@ -1122,12 +1384,30 @@
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.}
+}
+
+@Article{gibbard:15,
+ 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}},
- annotation = {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.}
+ annotation = {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, with sentence-style
+ capitalization for the 15th ed.}
}
@Periodical{good:wholeissue,
@@ -1149,21 +1429,32 @@
issue.}
}
-@Article{gourmet:052006,
+@Review{gourmet:052006,
journaltitle = {Gourmet},
entrysubtype = {magazine},
date = {2000-05},
title = {Kitchen {Notebook}},
- sortkey = {Gourmet},
- annotation = {A regular column in a magazine, presented in an
- Article entry (with "magazine" entrysubtype). This
+ annotation = {A regular column in a magazine, presented in a
+ Review 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.}
+ no author, the journaltitle will be used instead;
+ there is no longer any need for a sortkey.}
}
@Audio{greek:filmstrip,
+ title = {The Greek and Roman World},
+ date = 1977,
+ publisher = {Society for Visual Education},
+ type = {filmstrip, 44 min\adddot},
+ address = {Chicago},
+ sortkey = {Greek and Roman},
+ annotation = {For the _16th edition only_, the title will
+ automatically appear at the head of such an entry,
+ and in citations, as well. The sortkey is needed
+ because of the definite article in the title.}
+}
+
+@Audio{greek:filmstrip:15,
title = {The {Greek} and {Roman} World},
date = 1977,
publisher = {Society for Visual Education},
@@ -1174,7 +1465,8 @@
given in the type field. For the author-date style,
it probably makes sense to give the publisher as the
author, also, so that the entry in the reference
- list doesn't start with the date.}
+ list doesn't start with the date. _15th edition
+ only_}
}
@InReference{grove:sibelius,
@@ -1189,20 +1481,49 @@
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.}
+ printed after the name of that entry, parenthesized
+ in the 15th edition, merely set off by a comma in
+ the 16th. 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.}
}
@Video{handel:messiah,
title = {Messiah},
+ date = {1988},
+ eventdate = {1987-12-19},
+ userd = {performed},
+ type = {videocassette (VHS), 141 min\adddot},
+ editor = {{Atlanta Symphony Orchestra and Chamber Chorus}},
+ editortype = {none},
+ editora = {Shaw, Robert},
+ editoratype = {none},
+ author = {Handel, George Frederic},
+ publisher = {Video Artists International},
+ address = {Ansonia Station, NY},
+ annotation = {_16th edition only_ This is a videotape of an
+ oratorio, presented therefore as a Video entry
+ rather than as Music. The composer goes in author,
+ the performers and conductor in editor and editora.
+ Note the "none" in both editortypes, as the context
+ presumably makes it clear what role Shaw is playing.
+ The usual type field identifies the medium. The
+ eventdate, which will provide the date for the head
+ of the entry and for citations, identifies when the
+ performance took place, and the new userd field
+ allows you to specify just what sort of eventdate it
+ is. Cf. next entry.}
+}
+
+@Video{handel:messiah:15,
+ title = {Messiah},
date = 1988,
titleaddon = {selections},
type = {VHS},
@@ -1213,13 +1534,13 @@
author = {Handel, George Frederic},
publisher = {Video Treasures},
address = {Batavia, OH},
- annotation = {This is a videotape of an oratorio, presented
- therefore as a Video entry rather than as Music.
- The composer goes in author, the performers and
- conductor in editor and editora. Note the "none" in
- both editortypes, as the context presumably makes it
- clear what role Shaw is playing. The usual type
- field identifies the medium.}
+ annotation = {_15th edition only_ This is a videotape of an
+ oratorio, presented therefore as a Video entry
+ rather than as Music. The composer goes in author,
+ the performers and conductor in editor and editora.
+ Note the "none" in both editortypes, as the context
+ presumably makes it clear what role Shaw is playing.
+ The usual type field identifies the medium.}
}
@Book{harley:cartography,
@@ -1237,6 +1558,17 @@
and a part number. Cf. lach:asia.}
}
+@Online{harwood:biden,
+ author = {Harwood, John},
+ title = {The Pros and Cons of Biden},
+ organization = {\mkbibemph{New York Times} video, 2:00},
+ date = {2008-08-23},
+ url = {http://video.on.nytimes.com/?fr_story=a425c9aca92f51bd19f2a621fd93b5e266507191},
+ annotation = {An online video using an Online entry. Note the
+ formatting in the organization field.
+ Cf. horowitz:youtube.}
+}
+
@TechReport{herwign:office,
options = {useprefix=true},
author = {{van} Herwijnen, Eric},
@@ -1267,10 +1599,14 @@
of the entry. The editortype field identifies the
directorial role, while the origdate and date give
the original year of release and the year of DVD
- release, respectively. The pubstate field means
- that the origdate will be printed in parentheses
- after the main part of the entry, with a bibstring
- identifying it as the year of original release.}
+ release, respectively. In the 15th edition, the
+ pubstate field means that the origdate will be
+ printed in parentheses after the main part of the
+ entry, with a bibstring identifying it as the year
+ of original release. In the 16th edition, by
+ contrast, the origdate will appear automatically at
+ the head of the entry and in citations, and
+ therefore the pubstate field will be ignored}
}
@Article{hlatky:hrt,
@@ -1295,6 +1631,35 @@
biblatex-chicago.sty}
}
+@Music{holiday:fool,
+ title = {I'm a Fool to Want You},
+ eventdate = {1958-02-20},
+ date = {1960},
+ booktitle = {Lady in Satin},
+ author = {Herron, Joel and Sinatra, Frank and Wolf, Jack},
+ editor = {Holiday, Billie},
+ editortype = {none},
+ number = {CL 1157},
+ publisher = {Columbia},
+ type = {33\onethird\ rpm},
+ note = {with Ray Ellis},
+ options = {useauthor=false},
+ annotation = {_16th edition only_ This entry illustrates some of
+ the changes made to Music entries for the 16th
+ edition. It cites a song (title) from an album
+ (booktitle). The writers of the song go in author,
+ while the options field prevents these writers from
+ appearing in citations or at the head of the entry
+ in the list of references. The performer goes in
+ editor, with the editortype ensuring that no
+ identifying string appears. So far, then, this
+ isn't different from the 15th edition. The
+ eventdate gives the recording date of a song -- you
+ would use origdate if the recording date applied to
+ the album as a whole. The date gives the release
+ date of the album.}
+}
+
@Book{hopp:attalid,
title = {Untersuchungen zur Geschichte der letzten Attaliden},
date = 1977,
@@ -1311,6 +1676,28 @@
which therefore doesn't require extra curly braces.}
}
+@Online{horowitz:youtube,
+ title = {HOROWITZ AT CARNEGIE HALL 2-Chopin Nocturne in Fm Op.55},
+ organization = {YouTube video, 5:53},
+ sortkey = {Horowitz},
+ url = {http://www.youtube.com/watch?v=cDVBtuWkMS8},
+ urldate = {2009-01-09},
+ userd = {posted by \mkbibquote{hubanj,}},
+ note = {from a performance televised by CBS on\nopunct},
+ date = {1968-09-22},
+ shorttitle = {HOROWITZ},
+ annotation = {A YouTube video, presented in an Online entry. The
+ new userd field allows you to modify what is printed
+ before the urldate, while the note field here is
+ used for a similar purpose, to clarify the date
+ field. The shorttitle abbreviates what will appear
+ in citations of this author-less entry, and the
+ sortkey is required because, in this corner case,
+ the organization would otherwise be used for
+ alphabetization, an arrangement that works for many
+ entries, but not this one.}
+}
+
@Book{horsley:prosodies,
title = {On the Prosodies of the {Greek and Latin} Languages},
year = 1796,
@@ -1338,7 +1725,14 @@
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.}
+ reference in some circumstances. This entry also
+ illustrates the use of a comma in a reference list
+ to set off a middle initial from a following
+ plain-text title, only used when the period alone
+ might lead to ambiguity. Cf. Manual, 15th
+ ed. 17.231, 16th ed 14.241. The \adddot and
+ \addcomma commands you see here are the most
+ effective way of doing this.}
}
@Book{howell:marriage,
@@ -1355,8 +1749,9 @@
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.}
+ could just provide the correct string ("ed." in the
+ 15th edition, "edited by" in the 16th) if you're
+ sure you know it.}
}
@Book{iso:electrodoc,
@@ -1365,6 +1760,34 @@
titleaddon = {Part 2 of\nopunct},
date = 2001,
maintitle = {Information and Documentation},
+ mainsubtitle = {Bibliographic References},
+ author = {{International Organization for Standardization}},
+ shorthand = {ISO},
+ publisher = {National Library of Canada},
+ sortname = {ISO},
+ 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, and in the 16th edition will also
+ appear at the head of the reference list entry,
+ followed by its expansion (the author) in
+ parentheses. The sortname ensures that the entry is
+ alphabetized by the first thing that appears there,
+ that is, the shorthand. See next entry.}
+}
+
+@Book{iso:electrodoc:15,
+ title = {Electronic Documents or Parts thereof. {Excerpts}
+ from {International Standard ISO} 690-2},
+ titleaddon = {Part 2 of\nopunct},
+ date = 2001,
+ maintitle = {Information and Documentation},
userc = {abbrev:ISO},
mainsubtitle = {Bibliographic References},
shorthand = {ISO},
@@ -1379,12 +1802,12 @@
provide an appropriate solution. The nopunct
command suppresses the following punctuation. The
shorthand for the organization will appear in the
- in-text citations. The userc field points to a
- CustomC entry which provides the expansion of the
- shorthand inside the reference list, rather than in
- a list of shorthands. Using the field in this way
- ensures that the expansion will be printed if this
- entry is cited.}}
+ in-text citations. For the 15th edition, the userc
+ field points to a CustomC entry which provides the
+ expansion of the shorthand inside the reference
+ list, rather than in a list of shorthands. Using
+ the field in this way ensures that the expansion
+ will be printed if this entry is cited.}}
@Book{james:ambassadors,
title = {The Ambassadors},
@@ -1399,7 +1822,10 @@
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.}
+ origdate in both reference list and citations,
+ something that is no longer part of the
+ specification for the 16th edition -- you would
+ probably use "both" here -- but which still works.}
}
@Collection{kamrany:economic,
@@ -1441,6 +1867,22 @@
@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. For the _16th edition
+ only_, Note also the quoted phrase inside the title,
+ with headline-style capitalization.}
+}
+
+@Article{kimluu:diethyl:15,
+ 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,
@@ -1449,12 +1891,13 @@
location = {Indiana University South Bend},
annotation = {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.}
+ use of the location field. For the _15th edition
+ only_, note also the quoted phrase inside the title,
+ with sentence-style capitalization you need to
+ provide yourself.}
}
-@Article{kozinn:review,
+@Review{kozinn:review,
journaltitle = {New York Times},
date = {2000-04-21},
author = {Kozinn, Allan},
@@ -1463,7 +1906,7 @@
\bibstring{by} {Timothy Fain} (violin) and {Steven Beck}
(piano), 92nd {Street Y, New York}},
pages = {Weekend section},
- annotation = {An Article entry presenting a review in a newspaper,
+ annotation = {A Review 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.
@@ -1494,16 +1937,20 @@
date = {2000-03-23},
entrysubtype = {magazine},
title = {Pushcarts Evolve to Trendy Kiosks},
- sortkey = {Lake Forester},
+ options = {cmsdate=full},
location = {Lake Forest, IL},
annotation = {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.}
+ your readers out in this case. There is no longer
+ any need for a sortkey. Finally, note the new
+ "full" key for the cmsdate option, which prints a
+ full date specification in citations and means you
+ wouldn't need this entry to appear in the reference
+ list, though I have allowed it to appear there for
+ exemplification purposes.}
}
@Book{lecarre:quest,
@@ -1511,7 +1958,6 @@
publisher = {Knopf},
year = 1982,
author = {Le Carr{\'e}, John},
- sortname = {Lec},
nameaddon = {David John Moore Cornwell},
location = {New York},
options = {useprefix=true},
@@ -1555,6 +2001,21 @@
@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 = {_16th edition only_ An Article entry showing a
+ quotation inside a title. Note the headline-style
+ capitalization inside the formatting.}
+}
+
+@Article{lewis:15,
+ author = {Lewis, Judith},
title = {\mkbibquote{'Tis a misfortune to
be a great ladie}},
subtitle = {Maternal Mortality in the {British} Aristocracy,
@@ -1563,9 +2024,9 @@
year = 1998,
volume = 37,
pages = {26--53},
- annotation = {An Article entry showing a quotation inside a title.
- Note the sentence-style capitalization inside the
- formatting.}
+ annotation = {_15th edition only_ An Article entry showing a
+ quotation inside a title. Note the sentence-style
+ capitalization inside the formatting.}
}
@InCollection{lippincott:chicago,
@@ -1587,13 +2048,35 @@
options = {skipbib},
type = {MPEG},
url = {http://lcweb2.loc.gov/ammem/papr/nychome.html},
+ year = {\isdot},
urldate = {2001-08-14},
annotation = {This Video entry provides the online location of the
weed:flatiron film, providing it as an MPEG file for
download. Here, the options field prevents this
from printing independently of the other entry,
which contains a manual citation of this entry in
- its addendum field.}
+ its addendum field. The year entry is a kludge to
+ keep the urldate from appearing at the head of the
+ entry where it's not needed.}
+}
+
+@Online{loc:leaders,
+ author = {Library of Congress},
+ title = {American Leaders Speak},
+ subtitle = {Recordings from World War I and the 1920 Election,
+ 1918--1920},
+ year = {\isdot},
+ url = {http://memory.loc.gov/ammem/nfhtml/nforSpeakers01.html},
+ note = {RealAudio and WAV formats},
+ options = {skipbib},
+ annotation = {This Online entry provides the online archive
+ location of the coolidge:speech entry. Here, the
+ options field prevents this from printing
+ independently of the other entry, which contains a
+ manual citation of this entry in its addendum field.
+ The year entry is a kludge to keep "n.d." from
+ appearing here where it's not needed. Cp. loc:city
+ and weed:flatiron.}
}
@Article{loften:hamlet,
@@ -1610,12 +2093,25 @@
@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 = {_16th edition only_ An article entry with a quoted
+ title within its title}
+}
+
+@Article{loomis:structure:15,
+ author = {Loomis, Jr., C.~C.},
title = {Structure and Sympathy in {Joyce's} \mkbibquote{The dead}},
journaltitle = {PMLA},
date = 1960,
volume = 75,
pages = {149--51},
- annotation = {An article entry with a quoted title within its title}}
+ annotation = {_15th edition only_ An article entry with a quoted
+ title within its title}
+}
@Book{lynch:webstyle,
title = {Web Style Guide},
@@ -1650,10 +2146,11 @@
annotation = {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.}
+ reference list and in citations -- cmsdate=new,
+ which in the 16th edition is a synonym for
+ cmsdate=both -- and identifies it as a reprint with
+ the pubstate field. Cf. james:ambassadors and
+ maitland:equity for other alternatives.}
}
@Book{maitland:equity,
@@ -1676,25 +2173,37 @@
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}
+ this original publication information 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 University Press},
+ location = {Baltimore},
+ type = {plain},
+ annote = {_16th edition only_ A Book with a quoted title
+ inside an italicized one. Remember to use
+ \mkbibquote. See next entry.}
+}
+
+@Book{mchugh:wake:15,
title = {Annotations to \mkbibquote{Finnegans wake}},
year = 1980,
author = {McHugh, Roland},
publisher = {Johns Hopkins Univ.\ Press},
location = {Baltimore},
type = {plain},
- annotation = {A Book with a quoted title inside an italicized one.
- Remember to use \mkbibquote, and to provide
- sentence-style capitalization inside the
- formatting.}
+ annotation = {_15th edition only_ 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,
@@ -1724,7 +2233,8 @@
"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).}
+ individual letters in the text itself (15th
+ ed. 17.77, 16th ed. 15.40).}
}
@Book{michelangelo:poems,
@@ -1769,16 +2279,67 @@
section in the pages field.}
}
+@CustomC{morton:creasey,
+ author = {Morton, Anthony},
+ title = {Creasey, John},
+ annotation = {This CustomC entry provides a cross-reference from
+ the pseudonym in the author field to the real name
+ in the title field, allowing your readers to find
+ the cited work under the author's real name. The
+ entry for that work, creasey:morton:hide, contains a
+ userc field which refers to this entry, ensuring
+ that this cross-reference will be printed if the
+ main entry itself is cited.}
+}
+
+@Music{mozart:figaro,
+ title = {Le nozze di Figaro},
+ howpublished = {\textsf{\small\textcircledP}},
+ date = {1987},
+ author = {Mozart, Wolfgang Amadeus},
+ editor = {{Vienna Philharmonic}},
+ editortype = {none},
+ editora = {Muti, Riccardo},
+ editoratype = {conductor},
+ number = {CDS~7~47978~8},
+ publisher = {EMI Records Ltd.},
+ type = {3 compact discs},
+ note = {with Thomas Allen, Margaret Price, Jorma Hynninen,
+ Ann Murray, Kurt Rydl, and the Konzertvereinigung
+ Wiener Staatsopernchor},
+ annotation = {This Music entry shows how a single such entry can
+ work in both the 15th and 16th editions of the
+ author-date style. Because the 16th edition ignores
+ the howpublished field, if you use it to provide
+ copyright details for the 15th edition it won't get
+ in the way of the 16th. The other fields are the
+ same for both specifications.}
+}
+
@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 = {_16th edition only_ 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.}
+}
+
+@PhdThesis{murphy:silent:15,
+ 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,
- annotation = {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.}
+ annotation = {_15th edition only_ 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,
@@ -1816,27 +2377,60 @@
to save space in the body of your text.}
}
-@Article{nyt:trevorobit,
+@Review{nyt:trevorobit,
journaltitle = {New York Times},
entrysubtype = {magazine},
date = {2000-04-10},
title = {obituary of {Claire Trevor}},
+ options = {cmsdate=full},
pages = {national edition},
- sortkey = {New York Times},
- annotation = {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.}
+ annotation = {An obituary in a Review entry (entrysubtype
+ "magazine"), though in the _15th edition only_ it
+ would work fine as an Article entry. 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 no longer
+ needed. Finally, note the new "full" key for the
+ cmsdate option, which prints a full date
+ specification in citations and means you wouldn't
+ need this entry to appear in the reference list,
+ though I have allowed it to appear there for
+ exemplification purposes.}
}
@Music{nytrumpet:art,
title = {Art of the Trumpet},
date = 1982,
+ origdate = {1981-06-01/1981-06-02},
+ author = {{The New York Trumpet Ensemble, with Edward Carroll
+ (trumpet) and Edward Brewer (organ)}},
+ shortauthor = {{New York Trumpet Ensemble}},
+ number = {PVT 7183},
+ series = {Vox/Turnabout},
+ userd = {recorded at the Madeira Festival,},
+ sortkey = {New York Trumpet},
+ type = {compact disc},
+ annotation = {_16th edition only_ This entry is a good example of
+ the changes between the 15th and 16th editions of
+ the Manual in Music entries. The title, date,
+ author, shortauthor, number, series, sortkey, and
+ type fields haven't changed here. You can,
+ thankfully, eliminate the howpublished field with
+ its copyright specifications, and you can now
+ specify the recording date of the album, which goes
+ in the origdate field. The new userd field acts as
+ a sort of date type field. In this example, the
+ origdate would by default be preceded by the
+ bibstring "recorded," but the userd field allows you
+ to provide your own here. See next entry.}
+}
+
+@Music{nytrumpet:art:15,
+ title = {Art of the Trumpet},
+ date = 1982,
author = {{The New York Trumpet Ensemble, with Edward Carroll
(trumpet) and Edward Brewer (organ)}},
shortauthor = {{New York Trumpet Ensemble}},
@@ -1847,19 +2441,20 @@
\textsf{\small\textcopyright}},
sortkey = {New York Trumpet},
type = {compact disc},
- annotation = {This can be considered an example of a satisfyingly
- full Music entry, providing nearly all pertinent
- information, although the composers are missing on
- what is presumably a compilation CD. The performers
- take the composers' place in the author field, the
- series and number field give the label information,
- and the type field gives the medium. The publisher
- of the label is also present, along with the date
- and the howpublished field, presenting, as the
- Manual suggests, the nature of the copyrights
- asserted by the publisher. (The pubstate field,
- only in this entry type, could serve as a synonym
- for howpublished.)}
+ annotation = {_15th edition only_ This can be considered an
+ example of a satisfyingly full Music entry,
+ providing nearly all pertinent information, although
+ the composers are missing on what is presumably a
+ compilation CD. The performers take the composers'
+ place in the author field, the series and number
+ field give the label information, and the type field
+ gives the medium. The publisher of the label is
+ also present, along with the date and the
+ howpublished field, presenting, as the Manual
+ suggests, the nature of the copyrights asserted by
+ the publisher. (The pubstate field, only in this
+ entry type, could serve as a synonym for
+ howpublished.)}
}
@InReference{oed:cdrom,
@@ -1879,20 +2474,40 @@
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 = {_16th edition only_ 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 provide the headline-style
+ capitalization yourself. The entry also gives a url
+ to the online version. See next entry.}
+}
+
+@Article{osborne:poison:15,
+ 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},
- annotation = {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.}
+ annotation = {_15th edition only_ 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,
@@ -1922,7 +2537,7 @@
}
@Patent{petroff:impurity,
- title = {Blocked Impurity Band Detectors},
+ title = {Blocked impurity band detectors},
author = {Petroff, M.~D. and Stapelbroek, M.~G.},
origdate = {1980-10-23},
date = {1986-02-04},
@@ -1931,12 +2546,15 @@
annotation = {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.}
+ the sentence-style capitalization of the title of
+ Patent entries, which you now have to provide
+ yourself, as the 16th edition style doesn't do it
+ automatically. Note also 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,
@@ -1989,7 +2607,7 @@
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.}
+ additional curly braces in the 15th edition.}
}
@BookInBook{plato:republic:gr,
@@ -2024,24 +2642,44 @@
{America}},
afterword = {yes},
year = 1993,
+ pages = {175--184},
publisher = uchp,
location = {Chicago},
annotation = {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.}
+ introduction field) to make the reference work. The
+ 16th edition requires, for the entry in the list of
+ references, a page range for the part being cited.}
+}
+
+@Online{pollan:plant,
+ author = {Pollan, Michael},
+ title = {Michael Pollan Gives a Plant's-Eye View},
+ organization = {TED video, 17:31},
+ url = {http://www.ted.com/index.php/talks/michael_pollan_gives_a_plant_s_eye_view.html},
+ urldate = {2008-02},
+ date = {2007-03},
+ userd = {posted},
+ annotation = {Another online video, presented in an Online entry.
+ Note the userd field to modify the string printed
+ before the urldate. Cf. harwood:biden,
+ horowitz:youtube.}
}
@Online{powell:email,
author = {Powell, John},
date = {1998-04-23},
- title = {e-mail to {Grapevine} mailing list},
+ titleaddon = {e-mail to {Grapevine} mailing list},
url = {http://www.electriceditors.net/grapevine/issues/83.txt},
- annotation = {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.}
+ annotation = {An Online entry showing how in the 16th edition of
+ the author-date style a generic title should go into
+ a titleaddon field, rather than into title, so that
+ it won't be placed inside quotation marks. This
+ works just fine in the 15th edition as well. Note
+ also the absence of any organization or owner of the
+ site as whole.}
}
@Collection{prairie:state,
@@ -2074,16 +2712,47 @@
Done},
year = 2000,
location = {New York},
+ pages = {xvii--xxxviii},
introduction = {yes},
publisher = {Harcourt},
annotation = {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.}
+ and foreword not defined at all. The 16th edition
+ requires, for the entry in the list of references, a
+ page range for the part being cited.}
}
-@Article{ratliff:review,
+@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},
+ annote = {_16th_edition only_ A Review 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 "edited and
+ translated by" 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. See next
+ entry.}
+}
+
+@Article{ratliff:review:15,
author = {Ratliff, Ben},
title = {\bibstring{reviewof} \mkbibemph{The mystery of
samba: Popular music and national identity in
@@ -2093,11 +2762,11 @@
date = {1999-04},
volume = 9,
pages = {B13--B14},
- annotation = {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
+ annotation = {_15th edition only_ 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
@@ -2140,6 +2809,19 @@
note field.}
}
+@Misc{roosevelt:speech,
+ author = {Roosevelt, Eleanor},
+ title = {\mkbibquote{Is America Facing World Leadership?}},
+ entrysubtype = {speech},
+ note = {radio broadcast, Windows Media Audio, 47:46},
+ titleaddon = {convocation speech, Ball State Teacher's College},
+ url = {http://libx.bsu.edu/cdm4/item_viewer.php?CISOROOT=/ElRoos&CISOPTR=0&CISOBOX=1&REC=2},
+ date = {1959-05-06},
+ annotation = {Another speech from an online archive, presented in
+ a Misc entry with an entrysubtype. Note the
+ formatting of the title. Cp. coolidge:speech.}
+}
+
@MastersThesis{ross:thesis,
author = {Ross, Dorothy},
title = {The {Irish-Catholic} Immigrant, 1880--1900},
@@ -2173,6 +2855,21 @@
language field.}
}
+@Music{rubinstein:chopin,
+ title = {The Chopin Collection},
+ date = 1991,
+ author = {Rubinstein, Artur},
+ publisher = {RCA Victor/BMG},
+ number = {60822-2-RG},
+ type = {11 compact discs},
+ origdate = {1946/1967},
+ annotation = {_16 edition only_. A Music entry giving the
+ original recording dates of a later compilation. In
+ the author-date style, you don't see the "recorded"
+ bibstring, so there may be some ambiguity as to what
+ the origdate represents. Cf. floyd:atom.}
+}
+
@Book{schellinger:novel,
title = {Encyclopedia of the Novel},
publisher = {Fitzroy Dearborn},
@@ -2218,20 +2915,31 @@
origdate = 1966,
date = 1911,
author = {Schweitzer, Albert},
+ origlocation = {London},
+ origpublisher = {Breitkopf \&\ Härtel},
+ addendum = {Citations refer to the Dover edition},
+ options = {cmsdate=both},
translator = {Newman, Ernest},
publisher = {Dover},
pubstate = {reprint},
location = {New York},
- annotation = {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
+ annotation = {A reprinted Book, showing how 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.}
+ spec. The "cmsdate=both" option prints both dates,
+ and in the 15th edition is a synonym for
+ "cmsdate=old." The new origlocation and
+ origpublisher fields allow you to present further
+ information about the original edition, if you
+ should so wish, and the addendum clarifies which
+ edition will be providing the page references for
+ citations.}
}
@Book{sechzer:women,
@@ -2273,6 +2981,22 @@
@Misc{shapey:partita,
author = {Shapey, Ralph},
+ title = {\mkbibquote{Partita for Violin and Thirteen Players}},
+ titleaddon = {score},
+ entrysubtype = {music},
+ date = 1966,
+ note = {Special Collections},
+ organization = {Joseph Regenstein Library},
+ institution = {University of Chicago},
+ annotation = {An example of an unpublished musical score,
+ presented in a Misc (with entrysubtype) rather than
+ an Audio entry. Quotation marks are now necessary
+ in the title in the author-date style, _16th edition
+ only_. See next entry.}
+}
+
+@Misc{shapey:partita:15,
+ author = {Shapey, Ralph},
title = {Partita for Violin and Thirteen Players},
titleaddon = {score},
entrysubtype = {music},
@@ -2283,7 +3007,8 @@
annotation = {An example of an unpublished musical score,
presented in a Misc (with entrysubtype) rather than
an Audio entry. No quotation marks are necessary in
- the title in the author-date style.}
+ the title in the author-date style, _15th edition
+ only_}
}
@Book{silver:gawain,
@@ -2386,10 +3111,9 @@
address = {Chiang Mai, Thailand},
annotation = {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.}}
+ italicized title. Note the formatting of the
+ species name.}
+}
@Article{terborgh:preservation,
author = {Terborgh, J.},
@@ -2409,7 +3133,9 @@
address = {New York},
addendum = {(Published in UK in 1963.)},
annotation = {A book published in different years in the US and
- the UK.}}
+ the UK. It's possible you may want to remove the
+ parentheses in the addendum for the 16th edition.}
+}
@Book{tillich:system,
title = {Systematic Theology},
@@ -2427,12 +3153,11 @@
title = {The {Times} Guide to {English} Style and Usage},
edition = {\bibstring{revisededition}},
lista = {police ranks and postal addresses},
- editor = {Austin, Tim},
- editortype = {compiler},
+ namec = {Austin, Tim},
year = 1999,
publisher = {Times Books},
location = {London},
- annotation = {In the notes+bibliography style, I presented this
+ annotation = {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
@@ -2447,10 +3172,7 @@
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.}
+ a postnote.}
}
@Book{turabian:manual,
@@ -2463,7 +3185,9 @@
edition = 6,
note = {Rev. John Grossman and Alice Bennett},
annotation = {A book with edition information included in the note
- field.}}
+ field. For the 16th edition you might want to
+ include the full string "revised by."}
+}
@Audio{twain:audio,
title = {The Humor of {Mark Twain}},
@@ -2481,7 +3205,7 @@
medium.}
}
-@Article{unsigned:ranke,
+@Review{unsigned:ranke,
journaltitle = {Ergänzungsblätter zur Allgemeinen Literatur-Zeitung},
entrysubtype = {magazine},
date = {1828-02},
@@ -2491,12 +3215,11 @@
number = {23--24},
sortkey = {Erg},
shortauthor = {\mkbibemph{Erg\"anzungsbl\"atter z. Allg. Lit.-Ztg.}},
- annotation = {A rather unusual Article entry (entrysubtype
+ annotation = {A rather unusual Review 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
+ reference-list entry and provide a formatted and
+ abbreviated shortauthor for citations. 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
@@ -2527,11 +3250,29 @@
Ends of the Plantation Begun in {Virginia}, of the
Degrees Which It Hath Received, and Means by Which
It Hath Been Advanced},
+ location = {London},
+ sorttitle = {True and Sincere},
+ shorttitle = {True and Sincere Declaration},
+ year = 1610,
+ annote = {_16th edition only_ An anonymous Book entry with a
+ very long title. The 16th edition of the Manual
+ prefers such entries generally to appear under their
+ titles rather than under "Anon." Here, the
+ shorttitle removes the article, and the sorttitle
+ does the same. See next entry.}
+}
+
+@Book{virginia:plantation:15,
+ 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,
annotation = {An anonymous Book entry with a very long title.
Providing the author "Anon." simplifies the
- presentation in the author-date style.}
+ presentation in the author-date style. _15th
+ edition only_}
}
@Book{walker:columbia,
@@ -2555,16 +3296,17 @@
sometimes recommended in reference lists.}
}
-@Article{wallraff:word,
+@Review{wallraff:word,
journaltitle = {Atlantic Monthly},
entrysubtype = {magazine},
author = {Wallraff, Barbara},
date = {2000-04},
title = {Word {Court}},
annotation = {A regular column in a magazine, without an
- individual title, hence the use of an Article entry
+ individual title, hence the use of a Review entry
type, entrysubtype "magazine," with a title and no
- titleaddon.}
+ titleaddon. In the 15th edition, you can use the
+ Article type, but Review works just as well.}
}
@Article{warr:ellison,
@@ -2617,16 +3359,17 @@
type = {35~mm; 2 min., 19 sec.},
annotation = {The Manual, for some reason, has chosen a rather
more book-like presentation for this film, so
- instead of a Video entry I have here used Audio. To
- be more consistent, I would have chosen Video for
- this, but in any case note the creator of the film
- in the author field, and the medium w/ running
- length in the type field. The addendum cites
- another (Video) entry, containing information about
- the online location of the MPEG version of the
+ instead of a Video entry I have here used Audio,
+ though in all fairness it makes no difference in the
+ author-date style. In any case note the creator of
+ the film in the author field, and the medium w/
+ running length in the type field. The addendum
+ cites another (Video) entry, containing information
+ about the online location of the MPEG version of the
original 35mm film. These two entries will be
presented together in the reference list, as
- suggested by the Manual, 17.270.}
+ suggested by the Manual, 15th edition 17.270, 16th
+ edition 14.280.}
}
@Book{weresz,
@@ -2667,18 +3410,19 @@
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. You
- can now simply use the origdate field for the date
- of the letter, and you'll get separate letters,
- ordered by date, and with a,b,c etc. appended to
- differentiate letters from the same year.}
+ See 15th edition 17.77, 16th edition 15.40.) 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. You can now simply use the
+ origdate field for the date of the letter, and
+ 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,
@@ -2736,15 +3480,20 @@
@InReference{wikiped:bibtex,
title = {Wikipedia},
lista = {BibTeX},
+ userd = {last modified},
url = {http://en.wikipedia.org/wiki/BibTeX},
- urldate = {2008-06-24},
+ urldate = {2012-05-18},
annotation = {An online InReference entry, usually not
presented in a list of references. Here is how you
might do so, with the urldate, in the absence of the
other three kinds of date, providing the year for
citations and list of references. It is strongly
recommended that you at least have a urldate field,
- as such sources change rather rapidly.}
+ as such sources change rather rapidly, though the
+ 16th edition would prefer that you use a revision
+ date or the like instead of an access date. Here,
+ the new userd field identifies which sort of date is
+ at stake.}
}
@InBook{will:cohere,
@@ -2785,6 +3534,19 @@
annotation = {One volume of the multi-volume work from the
previous entry.}}
+@CustomC{york:creasey,
+ author = {York, Jeremy},
+ title = {Creasey, John},
+ annotation = {This CustomC entry provides a cross-reference from
+ the pseudonym in the author field to the real name
+ in the title field, allowing your readers to find
+ the cited work under the author's real name. The
+ entry for that work, creasey:york:death, contains a
+ userc field which refers to this entry, ensuring
+ that this cross-reference will be printed if the
+ main entry itself is cited.}
+}
+
@Collection{zukowsky:chicago,
title = {Chicago Architecture, 1872--1922},
subtitle = {Birth of a Metropolis},
diff --git a/Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib b/Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib
index 9d83a096b20..0c48760f315 100644
--- a/Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib
+++ b/Master/texmf-dist/doc/latex/biblatex-chicago/notes-test.bib
@@ -19,6 +19,26 @@
Review entries.}
}
+@Review{ac:comment,
+ entrysubtype = {magazine},
+ date = {2008-06-30},
+ author = {AC},
+ eventdate = {2008-07-01},
+ nameaddon = {(10:18 a.m.)},
+ crossref = {ellis:blog},
+ title = {comment on Rhian Ellis, \mkbibquote{Squatters' Rights}},
+ annote = {The 16th edition suggests a format such as this for
+ presenting comments on blogs or other online
+ material. With only a generic title, it takes a
+ Review entry instead of an Article one, and the
+ crossref field points to the blog to which the
+ comment is attached. The eventdate gives the date
+ of the comment, and if additional temporal
+ specificity is required then you can use the
+ nameaddon field to give a timestamp, inside
+ parentheses.}
+}
+
@Book{adorno:benj,
title = {The Complete Correspondence, 1928--1940},
publisher = hup,
@@ -108,6 +128,19 @@
page range.}
}
+@CustomC{ashe:creasey,
+ author = {Ashe, Gordon},
+ title = {Creasey, John},
+ annote = {This CustomC entry provides a cross-reference from
+ the pseudonym in the author field to the real name
+ in the title field, allowing your readers to find
+ the cited work under the author's real name. The
+ entry for that work, creasey:ashe:blast, contains a
+ userc field which refers to this entry, ensuring
+ that this cross-reference will be printed if the
+ main entry itself is cited.}
+}
+
@Article{assocpress:gun,
journaltitle = {New York Times},
entrysubtype = {magazine},
@@ -122,18 +155,18 @@
}
@Music{auden:reading,
- title = {Poems},
+ title = {Selected Poems},
author = {Auden, W. H.},
number = 7137,
series = {Spoken Arts},
- type = {compact disc},
+ type = {audiocassette},
+ date = {1991},
note = {read by the author},
- annote = {An audiobook, lacking traditional publishing
- information, presented in a Music entry, with which
+ annote = {An audiobook presented in a Music entry, with which
cp. twain:audio, an Audio entry. Here, the type
field contains the medium, while the series and
number field contain the label information for the
- CD, as is standard in Music entries.}
+ cassette, as is standard in Music entries.}
}
@Article{author:forthcoming,
@@ -216,9 +249,12 @@
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.}
+ In the 16th edition, there is no longer any
+ difference between the presentation of photographs
+ and works in other media, so this entry type is a
+ clone of Artwork. Note the type field, and the fact
+ that it begins with a lowercase letter, allowing
+ biblatex to capitalize it contextually if needed.}
}
@Music{beethoven:sonata29,
@@ -237,10 +273,9 @@
editortype "none" prevents any identifying string
being used for the performer, as none is needed. As
in most Music entries, the series and number give
- label identifying information, but the Manual has
- provided neither a medium for the type field nor the
- publisher who owns the label. (I'm assuming that
- one is supposed to be able to gather this
+ label identifying information, but the Manual hasn't
+ provided a medium for the type field. (I'm assuming
+ that one is supposed to be able to gather this
information from the number and series field, but
the absence of a date doesn't help, either.)}
}
@@ -273,15 +308,17 @@
series = {CBS},
options = {useauthor=false},
annote = {Like beethoven:sonata29, this is another rather
- abbreviated Music entry, lacking a date, a publisher
- and a type. It does, however, show the method for
- emphasizing the conductor instead of the composer,
- and also for identifying the conductor in the
- editortype field. Here, the performing orchestra
- goes in the editora field, and the editoratype
- "none" prevents any string attaching to the
- orchestra, as one isn't needed. The usual series
- and number give the label information.}
+ abbreviated Music entry, lacking a date and a type.
+ It does, however, show the method for emphasizing
+ the conductor instead of the composer, and also for
+ identifying the conductor in the editortype field.
+ Here, the performing orchestra goes in the editora
+ field, and the editoratype "none" prevents any
+ string attaching to the orchestra, as one isn't
+ needed. The usual series and number give the label
+ information. The 16th edition strongly encourages
+ you to find a date for such an entry -- online
+ resources should be able to help.}
}
@Book{boxer:china,
@@ -380,6 +417,7 @@
year = 1966,
editor = {Crow, Martin~M. and Olson, Clair~C.},
namec = {Manly, John~M. and Richert, Edith},
+ sortkey = {Chaucer},
publisher = oup,
note = {with the assistance of Lilian~J. Redstone
and others},
@@ -393,7 +431,11 @@
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.}
+ letter. If you are using Biber, then you need the
+ sortkey field, as this entry triggers boundary
+ behavior caused by the sorting algorithms continuing
+ to use the namec field even though that name isn't
+ placed at the head of the entry. Cf. next entry.}
}
@Book{chaucer:liferecords,
@@ -417,6 +459,18 @@
@Book{chicago:manual,
title = {The Chicago Manual of Style},
+ year = 2010,
+ author = {{University of Chicago Press}},
+ publisher = uchp,
+ edition = 16,
+ 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.}
+}
+
+@Book{chicago:manual:15,
+ title = {The Chicago Manual of Style},
year = 2003,
author = {{University of Chicago Press}},
publisher = uchp,
@@ -539,19 +593,49 @@
"plain" in the type field.}
}
+@Misc{coolidge:speech,
+ author = {Coolidge, Calvin},
+ title = {\mkbibquote{Equal Rights} (speech)},
+ note = {copy of an undated 78 rpm disc},
+ addendum = {from \fullcite{loc:leaders}},
+ year = {[1920?]},
+ entrysubtype = {speech},
+ annote = {This is a recording from an online archive, using a
+ Misc entry with an entrysubtype. The addendum cites
+ the archive itself using an Online entry.
+ Cp. weed:flatiron and loc:city, which cite a film
+ from an online archive, both using a Video entry.}
+}
+
@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 = {{Cotton Manufacturer}},
+ location = {Bury, UK},
+ shorttitle = {Inquiry into the Causes},
+ annote = {A Book with a corporate author. In the 15th
+ edition, a sortkey field helped alphabetize the
+ entry in the bibliography, as the author started
+ with the indefinite article, which you want ignored
+ in this context. For the 16th edition, you can
+ eliminate the indefinite article, and therefore also
+ the sortkey.}
+}
+
+@Book{cotton:manufacture:15,
+ 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}},
+ publisher = {Bury, UK},
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.}
+ annote = {15th-edition version of the previous entry, with the
+ article in the author field and the required
+ sortkey.}
}
@Book{creasey:ashe:blast,
@@ -559,6 +643,7 @@
year = 1976,
author = {Creasey, John},
nameaddon = {Gordon Ashe, \bibstring{pseudonym}},
+ userc = {ashe:creasey},
publisher = {Holt, Rinehart \& Winston},
location = {New York},
annote = {The first of 3 Books written by the same author
@@ -570,13 +655,20 @@
bibstring pseudonym. Also note ampersand in
publisher, which prevents the two parts of the
publisher's name from being taken as two different
- publishers.}
+ publishers. The 16th edition makes it a requirement
+ in such entries that you also include a cross
+ reference from the different pseudonyms back to the
+ author's name, something accomplished using a
+ CustomC entry and the userc field which
+ automatically makes sure the cross-reference
+ prints.}
}
@Book{creasey:morton:hide,
title = {Hide the Baron},
year = 1978,
author = {Creasey, John},
+ userc = {morton:creasey},
nameaddon = {Anthony Morton, \bibstring{pseudonym}},
publisher = {Walker},
location = {New York},
@@ -588,6 +680,7 @@
title = {Death to My Killer},
year = 1966,
author = {Creasey, John},
+ userc = {york:creasey},
nameaddon = {Jeremy York, \bibstring{pseudonym}},
publisher = {Macmillan},
location = {New York},
@@ -685,15 +778,15 @@
@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.}
+ twice, as author and as publisher. If you are using
+ Biber, you no longer need a sortkey to help with
+ alphabetization, though with BibTeX it would still
+ be necessary.}
}
@Book{eliot:pound,
@@ -708,9 +801,10 @@
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.}
+ biblatex-chicago-notes will use that, and then
+ you'll need to provide a shorteditor for the short
+ note form and, if you're not using Biber, a sortkey
+ to help with alphabetization.}
}
@InCollection{ellet:galena,
@@ -733,6 +827,23 @@
inheritance from parent entry.}
}
+@Article{ellis:blog,
+ author = {Ellis, Rhian},
+ title = {Squatters' Rights},
+ journaltitle = {Ward Six},
+ location = {blog},
+ date = {2008-06-30},
+ url = {http://wardsix.blogspot.com/2008/06/sqatters-rights.html},
+ entrysubtype = {magazine},
+ annote = {The 16th edition specifies an Article-like
+ presentation for blogs, the main peculiarity being
+ the identification of the material as a blog using
+ the location field, which is usually reserved for
+ identifying the place of publication of obscure
+ journals. See ac:comment, a Review entry, for how
+ to reference comments on such online material.}
+}
+
@Book{emerson:nature,
title = {Nature},
year = 1985,
@@ -762,28 +873,28 @@
@Video{episode:tv,
title = {Episode Title},
- titleaddon = {series 5, episode 2},
+ booktitleaddon = {series 5, episode 2},
entrysubtype = {tv},
date = {2000/2007},
origdate = 2004,
booktitle = {Series Title},
publisher = {Production Company},
type = {DVD},
- annote = {The Manual doesn't, that I can find, provide
- guidance for citing television programs, so I have
- guessed, using the analogy of films, at how to
- present one using the Video entry type. The title
- of the episode will be presented within quotation
- marks, as there is a booktitle presenting the name
- of the TV series. The titleaddon gives details
- about the episode, and the type gives the medium, as
- usual. The origdate is the year of original
- transmission, while the date provides the year range
- for the whole series, though it would perhaps make
- more sense in this situation to provide the date the
- DVD was released, instead. The entrysubtype isn't
- necessary, but may be of some use in the author-date
- style.}
+ annote = {The 15th edition of the Manual doesn't, that I can
+ find, provide guidance for citing television
+ programs, so I have guessed, using the analogy of
+ films, at how to present one using the Video entry
+ type. The title of the episode will be presented
+ within quotation marks, as there is a booktitle
+ presenting the name of the TV series. The
+ booktitleaddon gives details about the episode, and
+ the type gives the medium, as usual. The origdate
+ is the year of original transmission, while the date
+ provides the year range for the whole series, though
+ it would perhaps make more sense in this situation
+ to provide the date the DVD was released, instead.
+ The entrysubtype isn't necessary, but may be of some
+ use in the author-date style.}
}
@BookInBook{euripides:orestes,
@@ -839,6 +950,28 @@
there's no harm in doing so.}
}
+@Music{floyd:atom,
+ title = {Atom Heart Mother},
+ date = 1990,
+ origdate = 1970,
+ author = {{Pink Floyd}},
+ pubstate = {reprint},
+ number = {CDP 7 46381 2},
+ publisher = {Capitol},
+ type = {compact disc},
+ annote = {_16th edition only_. An example of a re-released
+ album, using the pubstate field to print a notice at
+ the end of the entry clarifying that it is indeed a
+ re-release. If you don't use the pubstate field in
+ this way, biblatex-chicago will assume that the
+ origdate is a recording date rather than a release
+ date. You could also use a userd field to identify
+ what sort of date the origdate is, though this would
+ print the information in the middle of the entry
+ rather than at the end. As far as I can tell from
+ the Manual, this is a matter of taste.}
+}
+
@inproceedings{frede:inproc,
keywords={secondary},
author = {Dorothea Frede},
@@ -851,7 +984,8 @@
publisher = {Oxford University Press},
address = {Oxford},
year = {2009},
- pages = {183-207}
+ pages = {183-207},
+ annote = {A standard inproceedings entry.}
}
@Article{friedman:learning,
@@ -865,7 +999,28 @@
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.}
+ provided. The 16th edition prefers a DOI if one is
+ available.}
+}
+
+@Video{friends:leia,
+ title = {The One with the Princess Leia Fantasy},
+ date = 2003,
+ booktitle = {Friends},
+ booktitleaddon = {season~3, episode~1},
+ author = {Curtis, Michael and Malins, Gregory~S.},
+ eventdate = {1996-09-19},
+ editor = {Mancuso, Gail},
+ editortype = {director},
+ publisher = {Warner Home Video},
+ type = {DVD},
+ address = {Burbank, CA},
+ annote = {_16th edition only_. This is a template for citing
+ television shows in the 16th edition. The eventdate
+ is the original broadcast date, while the date
+ applies to the medium you are citing. Note that
+ information about the season and episode numbers
+ goes in booktitleaddon.}
}
@Book{furet:passing:eng,
@@ -977,16 +1132,17 @@
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.}
+ notes, and bibliography. Also, if you use Biber and
+ the 16th edition style, you no longer need a sortkey
+ to alphabetize by the journaltitle rather than by
+ the title.}
}
@Audio{greek:filmstrip,
title = {The Greek and Roman World},
date = 1977,
publisher = {Society for Visual Education},
- type = {filmstrip},
+ type = {filmstrip, 44 min\adddot},
address = {Chicago},
sortkey = {Greek and Roman},
annote = {A standard Audio entry presenting a filmstrip. The
@@ -1006,35 +1162,40 @@
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.}
+ after the name of that entry, parenthesized in the
+ 15th edition, merely set off by a comma in the 16th.
+ 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.}
}
@Video{handel:messiah,
title = {Messiah},
date = 1988,
- titleaddon = {selections},
- type = {VHS},
+ type = {videocassette (VHS), 141 min\adddot},
+ eventdate = {1987-12-19},
+ userd = {performed},
editor = {{Atlanta Symphony Orchestra and Chamber Chorus}},
editortype = {none},
editora = {Shaw, Robert},
editoratype = {none},
author = {Handel, George Frederic},
- publisher = {Video Treasures},
- address = {Batavia, OH},
- annote = {This is a videotape of an oratorio, presented
- therefore as a Video entry rather than as Music.
- The composer goes in author, the performers and
- conductor in editor and editora. Note the "none" in
- both editortypes, as the context presumably makes it
- clear what role Shaw is playing. The usual type
- field identifies the medium.}
+ publisher = {Video Artists International},
+ address = {Ansonia Station, NY},
+ annote = {_16th edition only_. This is a videotape of an
+ oratorio, presented therefore as a Video entry
+ rather than as Music. The composer goes in author,
+ the performers and conductor in editor and editora.
+ Note the "none" in both editortypes, as the context
+ presumably makes it clear what role Shaw is playing.
+ The usual type field identifies the medium. The
+ eventdate identifies when the performance took
+ place, and the new userd field allows you to specify
+ just what sort of eventdate it is.}
}
@Book{harley:cartography,
@@ -1053,6 +1214,17 @@
and a part number. Cf. lach:asia.}
}
+@Online{harwood:biden,
+ author = {Harwood, John},
+ title = {The Pros and Cons of Biden},
+ organization = {\mkbibemph{New York Times} video, 2:00},
+ date = {2008-08-23},
+ url = {http://video.on.nytimes.com/?fr_story=a425c9aca92f51bd19f2a621fd93b5e266507191},
+ annote = {An online video using an Online entry. Note the
+ formatting in the organization field.
+ Cf. horowitz:youtube.}
+}
+
@TechReport{herwign:office,
options = {useprefix=true},
author = {{van} Herwijnen, Eric},
@@ -1109,6 +1281,57 @@
biblatex-chicago.sty.}
}
+@Music{holiday:fool,
+ title = {I'm a Fool to Want You},
+ eventdate = {1958-02-20},
+ date = {1960},
+ booktitle = {Lady in Satin},
+ author = {Herron, Joel and Sinatra, Frank and Wolf, Jack},
+ editor = {Holiday, Billie},
+ editortype = {none},
+ number = {CL 1157},
+ publisher = {Columbia},
+ type = {33\onethird\ rpm},
+ note = {with Ray Ellis},
+ options = {useauthor=false},
+ annote = {_16th edition only_ This entry illustrates some of
+ the changes made to Music entries for the 16th
+ edition. It cites a song (title) from an album
+ (booktitle). The writers of the song go in author,
+ while the options field prevents these writers from
+ appearing at the head of notes or of the entry in
+ the bibliography. The performer goes in editor,
+ with the editortype ensuring that no identifying
+ string appears. So far, then, this isn't different
+ from the 15th edition. The eventdate gives the
+ recording date of a song -- you would use origdate
+ if the recording date applied to the album as a
+ whole. The date gives the release date of the
+ album.}
+}
+
+@Online{horowitz:youtube,
+ title = {HOROWITZ AT CARNEGIE HALL 2-Chopin Nocturne in Fm Op.55},
+ organization = {YouTube video, 5:53},
+ sortkey = {Horowitz},
+ url = {http://www.youtube.com/watch?v=cDVBtuWkMS8},
+ urldate = {2009-01-09},
+ userd = {posted by \mkbibquote{hubanj,}},
+ note = {from a performance televised by CBS on\nopunct},
+ date = {1968-09-22},
+ shorttitle = {HOROWITZ AT CARNEGIE HALL},
+ annote = {A YouTube video, presented in an Online entry. The
+ new userd field allows you to modify what is printed
+ before the urldate, while the note field here is
+ used for a similar purpose, to clarify the date
+ field. The shorttitle abbreviates what will appear
+ in citations of this author-less entry, and the
+ sortkey is required because, in this corner case,
+ the organization would otherwise be used for
+ alphabetization, an arrangement that works for many
+ entries, but not this one.}
+}
+
@Book{horsley:prosodies,
title = {On the Prosodies of the Greek and Latin Languages},
year = 1796,
@@ -1134,9 +1357,10 @@
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.}
+ might lead to ambiguity. Cf. Manual, 15th
+ ed. 17.231, 16th ed 14.241. The \adddot and
+ \addcomma commands you see here are the most
+ effective way of doing this.}
}
@Letter{jackson:paulina:letter,
@@ -1232,14 +1456,12 @@
@Review{kozinn:review,
journaltitle = {New York Times},
- year = 2000,
+ date = {2000-04-21},
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},
@@ -1274,8 +1496,8 @@
date = {2000-03-23},
entrysubtype = {magazine},
title = {Pushcarts Evolve to Trendy Kiosks},
- sortkey = {Lake Forester},
location = {Lake Forest, IL},
+ sortkey = {Lake Forester},
shorttitle = {Pushcarts Evolve},
annote = {An Article entry from a newspaper, using "magazine"
in entrysubtype. The article doesn't have an
@@ -1283,9 +1505,10 @@
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.}
+ in this case. If you are using Biber with the 16th
+ edition style, a sortkey field is no longer
+ necessary to alphabetize by journaltitle rather than
+ by title.}
}
@CustomC{lecarre:cornwell,
@@ -1301,7 +1524,6 @@
publisher = {Knopf},
year = 1982,
author = {Le Carr{\'e}, John},
- sortname = {Lec},
userc = {lecarre:cornwell},
nameaddon = {David John Moore Cornwell},
location = {New York},
@@ -1396,6 +1618,22 @@
its addendum field.}
}
+@Online{loc:leaders,
+ author = {Library of Congress},
+ title = {American Leaders Speak},
+ subtitle = {Recordings from World War I and the 1920 Election,
+ 1918--1920},
+ url = {http://memory.loc.gov/ammem/nfhtml/nforSpeakers01.html},
+ note = {RealAudio and WAV formats},
+ options = {skipbib},
+ annote = {This Online entry provides the online archive
+ location of the coolidge:speech entry. Here, the
+ options field prevents this from printing
+ independently of the other entry, which contains a
+ manual citation of this entry in its addendum field.
+ Cp. loc:city and weed:flatiron.}
+}
+
@Article{loften:hamlet,
author = {Loften, Peter},
title = {Reverberations between Wordplay and Swordplay in
@@ -1428,9 +1666,9 @@
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.}
+ If you use \mkbibquote, the package will
+ automatically do the right thing with punctuation
+ inside the quotation marks.}
}
@Article{mcmillen:antebellum,
@@ -1483,7 +1721,7 @@
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}
+ Gibaldi instead of MLA.}
}
@Article{morgenson:market,
@@ -1503,6 +1741,43 @@
section in the pages field.}
}
+@CustomC{morton:creasey,
+ author = {Morton, Anthony},
+ title = {Creasey, John},
+ annote = {This CustomC entry provides a cross-reference from
+ the pseudonym in the author field to the real name
+ in the title field, allowing your readers to find
+ the cited work under the author's real name. The
+ entry for that work, creasey:morton:hide, contains a
+ userc field which refers to this entry, ensuring
+ that this cross-reference will be printed if the
+ main entry itself is cited.}
+}
+
+@Music{mozart:figaro,
+ title = {Le nozze di Figaro},
+ howpublished = {\texttt{\small\textcircledP}},
+ date = {1987},
+ author = {Mozart, Wolfgang Amadeus},
+ editor = {{Vienna Philharmonic}},
+ editortype = {none},
+ editora = {Muti, Riccardo},
+ editoratype = {conductor},
+ number = {CDS~7~47978~8},
+ publisher = {EMI Records Ltd.},
+ type = {3 compact discs},
+ note = {with Thomas Allen, Margaret Price, Jorma Hynninen,
+ Ann Murray, Kurt Rydl, and the Konzertvereinigung
+ Wiener Staatsopernchor},
+ annote = {This Music entry shows how a single such entry can
+ work in both the 15th and 16th editions of the notes
+ and bibliography style. Because the 16th edition
+ ignores the howpublished field, if you use it to
+ provide copyright details for the 15th edition it
+ won't get in the way of the 16th. The other fields
+ are the same for both specifications.}
+}
+
@PhdThesis{murphy:silent,
author = {Murphy, Priscilla Coit},
title = {What a Book Can Do},
@@ -1515,6 +1790,21 @@
a title within a quoted title.}
}
+@Misc{nasa:db,
+ author = {{NASA/IPAC Extragalactic Database}},
+ title = {object name IRAS F00400+4059},
+ entrysubtype = {defined},
+ url = {http://nedwww.ipac.caltech.edu},
+ urldate = {2009-10-06},
+ annote = {The 16th edition of the Manual provides examples for
+ citing scientific databases (14.272). Its
+ suggestions there don't fit any of the
+ biblatex-chicago (or biblatex) entry types well, but
+ this simple Misc entry at least gives all the
+ relevant information, if not in the appropriate
+ format.}
+}
+
@Unpublished{nass:address,
author = {Nass, Clifford},
title = {Why Researchers Treat On-Line Journals Like Real People},
@@ -1555,19 +1845,24 @@
journaltitle = {New York Times},
pages = {national edition},
date = {2000-04-10},
+ sortkey = {Obituary},
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 needs to be defined in some way to prevent
- the journaltitle from appearing there. Then,
- useauthor=false in the options field means that
- however you've defined the author it won't appear in
- the output, leaving the title at the head of the
- entry. The title begins with a lowercase letter,
- allowing biblatex to capitalize when needed. Note
- the pages field, with the edition specified.}
+ this first one, the title heads the entry throughout
+ notes and bibliography, so the author needs to be
+ defined in some way to prevent the journaltitle from
+ appearing there. Then, useauthor=false in the
+ options field means that however you've defined the
+ author it won't appear in the output, leaving the
+ title at the head of the entry. The title begins
+ with a lowercase letter, allowing biblatex to
+ capitalize when needed. Note the pages field, with
+ the edition specified. If you are using Biber in
+ the 16th edition, you'll need a sortkey to
+ alphabetize by title rather than journaltitle.
+ Cf. next entry.}
}
@Review{nyt:trevorobit,
@@ -1577,17 +1872,47 @@
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.}
+ annote = {The second, standard 16th-edition way to present an
+ obituary in a Review entry (entrysubtype
+ "magazine"). Here, without an author, the
+ journaltitle will head the entry in short notes and
+ bibliography, while the title will head the long
+ note. Once again, the title begins with a lowercase
+ letter. When using Biber with the 16th-edition
+ style the sortkey field is no longer needed to
+ alphabetize by journaltitle.}
}
@Music{nytrumpet:art,
title = {Art of the Trumpet},
date = 1982,
+ origdate = {1981-06-01/1981-06-02},
+ author = {{The New York Trumpet Ensemble, with Edward Carroll
+ (trumpet) and Edward Brewer (organ)}},
+ shortauthor = {{New York Trumpet Ensemble}},
+ number = {PVT 7183},
+ series = {Vox/Turnabout},
+ userd = {recorded at the Madeira Festival,},
+ sortkey = {New York Trumpet},
+ type = {compact disc},
+ annote = {_16th edition only_ This entry is a good example of
+ the changes between the 15th and 16th editions of
+ the Manual in Music entries. The title, date,
+ author, shortauthor, number, series, sortkey, and
+ type fields haven't changed. You can, thankfully,
+ eliminate the howpublished field with its copyright
+ specifications, and you can now specify the
+ recording date of the album, which goes in the
+ origdate field. The new userd field acts as a sort
+ of date type field. In this example, the origdate
+ would by default be preceded by the bibstring
+ "recorded," but the userd field allows you to
+ provide your own here.}
+}
+
+@Music{nytrumpet:art:15,
+ title = {Art of the Trumpet},
+ date = 1982,
author = {{The New York Trumpet Ensemble, with Edward Carroll
(trumpet) and Edward Brewer (organ)}},
shortauthor = {{New York Trumpet Ensemble}},
@@ -1599,18 +1924,19 @@
sortkey = {New York Trumpet},
type = {compact disc},
annote = {This can be considered an example of a satisfyingly
- full Music entry, providing nearly all pertinent
- information, although the composers are missing on
- what is presumably a compilation CD. The performers
- take the composers' place in the author field, the
- series and number field give the label information,
- and the type field gives the medium. The publisher
- of the label is also present, along with the date
- and the howpublished field, presenting, as the
- Manual suggests, the nature of the copyrights
- asserted by the publisher. (The pubstate field,
- only in this entry type, could serve as a synonym
- for howpublished.)}
+ full Music entry for the 15th edition only,
+ providing nearly all pertinent information, although
+ the composers are missing on what is presumably a
+ compilation CD. The performers take the composers'
+ place in the author field, the series and number
+ field give the label information, and the type field
+ gives the medium. The publisher of the label is
+ also present, along with the date and the
+ howpublished field, presenting, as the Manual
+ suggests, the nature of the copyrights asserted by
+ the publisher. (The pubstate field, only in this
+ entry type, could serve as a synonym for
+ howpublished.)}
}
@InReference{oed:cdrom,
@@ -1668,7 +1994,7 @@
}
@Patent{petroff:impurity,
- title = {Blocked Impurity Band Detectors},
+ title = {Blocked impurity band detectors},
date = {1986-02-04},
origdate = {1980-10-23},
author = {Petroff, M.~D. and Stapelbroek, M.~G.},
@@ -1682,7 +2008,9 @@
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.}
+ elsewhere. Note also the sentence-style
+ capitalization in the title, which is newly
+ recommended in the 16th edition.}
}
@InBook{phibbs:diary,
@@ -1746,6 +2074,7 @@
title = {Lives on the Edge},
subtitle = {Single Mothers and Their Children in the Other
America},
+ pages = {175--184},
afterword = {yes},
year = 1993,
publisher = uchp,
@@ -1754,7 +2083,23 @@
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.}
+ introduction field) to make the reference work. The
+ 16th edition requires, for the entry in the list of
+ references, a page range for the part being cited.}
+}
+
+@Online{pollan:plant,
+ author = {Pollan, Michael},
+ title = {Michael Pollan Gives a Plant's-Eye View},
+ organization = {TED video, 17:31},
+ url = {http://www.ted.com/index.php/talks/michael_pollan_gives_a_plant_s_eye_view.html},
+ urldate = {2008-02},
+ date = {2007-03},
+ userd = {posted},
+ annote = {Another online video, presented in an Online entry.
+ Note the userd field to modify the string printed
+ before the urldate. Cf. harwood:biden,
+ horowitz:youtube.}
}
@Online{powell:email,
@@ -1801,19 +2146,22 @@
the Language Are Punished, and Poetic Justice Is
Done},
year = 2000,
+ pages = {xvii--xxxviii},
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.}
+ 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. The 16th edition
+ requires, for the entry in the list of references, a
+ page range for the part being cited.}
}
@Review{ratliff:review,
@@ -1869,6 +2217,19 @@
note field.}
}
+@Misc{roosevelt:speech,
+ author = {Roosevelt, Eleanor},
+ title = {\mkbibquote{Is America Facing World Leadership?}},
+ entrysubtype = {speech},
+ note = {radio broadcast, Windows Media Audio, 47:46},
+ titleaddon = {convocation speech, Ball State Teacher's College},
+ url = {http://libx.bsu.edu/cdm4/item_viewer.php?CISOROOT=/ElRoos&CISOPTR=0&CISOBOX=1&REC=2},
+ date = {1959-05-06},
+ annote = {Another speech from an online archive, presented in
+ a Misc entry with an entrysubtype. Note the
+ formatting of the title. Cp. coolidge:speech.}
+}
+
@MastersThesis{ross:thesis,
author = {Ross, Dorothy},
title = {The Irish-Catholic Immigrant, 1880--1900},
@@ -1901,6 +2262,19 @@
must be provided in the language field.}
}
+@Music{rubinstein:chopin,
+ title = {The Chopin Collection},
+ date = 1991,
+ author = {Rubinstein, Artur},
+ publisher = {RCA Victor/BMG},
+ number = {60822-2-RG},
+ type = {11 compact discs},
+ origdate = {1946/1967},
+ annote = {_16 edition only_. A Music entry giving the
+ original recording dates of a later compilation.
+ Cf. floyd:atom.}
+}
+
@Book{schellinger:novel,
title = {Encyclopedia of the Novel},
publisher = {Fitzroy Dearborn},
@@ -1933,13 +2307,19 @@
year = 1966,
origdate = 1911,
author = {Schweitzer, Albert},
+ volumes = {2},
+ origlocation = {London},
+ origpublisher = {Breitkopf \&\ Härtel},
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.}
+ in the origdate field. In the 16th edition, the new
+ origlocation and origpublisher fields allow you to
+ present further information about the original
+ edition, if you should so wish.}
}
@Book{sechzer:women,
@@ -2129,6 +2509,28 @@
@Review{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}},
+ shorttitle = {unsigned review of von Ranke},
+ number = {23--24},
+ annote = {A rather unusual Review entry (entrysubtype
+ "magazine"), without an author. In the 16th edition
+ specification we allow the journaltitle to come
+ first in the bibliography (and in short notes),
+ while the title comes first in long notes. When
+ using Biber with the 16th edition, you don't need a
+ sortkey here. 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.}
+}
+
+@Review{unsigned:ranke:15,
+ journaltitle = {Ergänzungsblätter zur Allgemeinen Literatur-Zeitung},
+ entrysubtype = {magazine},
sortkey = {Unsigned review},
date = {1828-02},
author = {defined},
@@ -2139,10 +2541,11 @@
number = {23--24},
shorttitle = {unsigned \bibstring{reviewof} von Ranke},
annote = {A rather unusual Review entry (entrysubtype
- "magazine"), without an author. Defining the author
- keeps the journaltitle from appearing first, and the
- options field prevents this placeholder appearing in
- the output, leaving the title at the head of the
+ "magazine"), without an author. For the 15th
+ edition specification, defining the author keeps the
+ journaltitle from appearing first, and the options
+ field prevents this placeholder appearing in the
+ output, leaving the title at the head of the
entry. Note the lowercase letters beginning both
title and shorttitle. The number field refers to the
consecutive numbers of the magazine in which the
@@ -2245,7 +2648,8 @@
the online location of the MPEG version of the
original 35mm film. These two entries will be
presented together in both notes and bibliography,
- as suggested by the Manual, 17.270.}
+ as suggested by the Manual, 15th edition 17.270,
+ 16th edition 14.280.}
}
@Book{weresz,
@@ -2344,11 +2748,15 @@
lista = {BibTeX},
keywords = {original},
url = {http://en.wikipedia.org/wiki/BibTeX},
- urldate = {2008-06-24},
+ urldate = {2011-09-03},
+ userd = {last modified},
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.}
+ rapidly, though the 16th edition would prefer that
+ you use a revision date or the like instead of an
+ access date. Here, the new, 16th-edition userd
+ field identifies which sort of date is at stake.
+ The entry will not be printed in the bibliography.}
}
@InBook{will:cohere,
@@ -2368,6 +2776,11 @@
the whole book in the bookauthor field.}
}
+@CustomC{york:creasey,
+ author = {York, Jeremy},
+ title = {Creasey, John}
+}
+
@Collection{zukowsky:chicago,
title = {Chicago Architecture, 1872--1922},
subtitle = {Birth of a Metropolis},