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1 files changed, 150 insertions, 92 deletions
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}