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% sidenotes.dtx
%
% Copyright (C) 2011 by Andy Thomas <andy.thomas(at)uni.bielefeld.de>
%
% This work may be 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
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% version 2003/12/01 or later.
% 
% The author of this work is Andy Thomas
%
%<*driver>
\ProvidesFile{sidenotes.dtx}[%
%</driver>
%<package>\ProvidesPackage{sidenotes}[%
%<*driver|package>
  2011/10/06 v0.53 rich text in the margin for LaTeX]
%</driver|package>
%<package>\RequirePackage{marginnote} % puts the stuff in the margin and provides an offset option instead of a float
%<package>\RequirePackage{caption} % handles the figure caption (in the margin)
%<package>\RequirePackage{xifthen} % provide an if command 
%<*driver>
\documentclass{ltxdoc}
\CodelineIndex
\RecordChanges
\begin{document}
  \DocInput{sidenotes.dtx}
\PrintIndex
  \PrintChanges
\end{document}
%</driver>
% \fi
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% \GetFileInfo{sidenotes.dtx}
% 
%
% \title{The \textsf{sidenotes} package\thanks{This document
%   corresponds to \textsf{sidenotes}~\fileversion, dated \filedate.}}
% \author{Andy Thomas\\ \texttt{andy.thomas(at)uni-bielefeld.de}\\ \\Oliver Schebaum }
%
% \maketitle
%
% \changes{v0.51}{2011/10/05}{Extent the documentation of the macros.}
% \begin{abstract}
% This package tries to allow typesetting of rich content in the margin. 
% This includes text, but also figures, captions, tables and citations (only with biblatex).
% This is common in science textbooks such as Feyman's \textit{Lectures on Physics}.
% \end{abstract}
%
% \tableofcontents
%
% \changes{v0.2}{2011/08/21}{Initial version}
%
% \section{Usage}
%
% \DescribeMacro{\sidenote}
% The macro \verb+\sidenote+ is one main feature of the package. The macro is very similar to
% the footnote macro and tries to emulate its behavior. But like the name
% says, the note is put in the margin, hence the name sidenote. It has the
% same parameters as footnote plus an additional, optional offset:
% \verb+\sidenote[number]{text}[offset]+. If no offset is given, the sidenote moves up or down (floats)
% to not overlap with other floats in the margin. If you use the offset
% (e.g. \verb+\sidenote{foo}[10pt]+) the sidenote is shifted 10pt down in the margin.
% It might overlap with other floats now. This means, omitting the offset and [0pt] do
% not lead to the same result, but you will only notice if there are a moderate number
% of sidenotes or other marginals. All the sidenotes are subsequently numbered. The
% first, optional parameter will manually change the numbering of the sidenote.
%
% \DescribeMacro{\sidenotemark} 
% Sidenote tries to mimic the footnote behavior and tries to provide the same solutions. 
% Sometimes it is not possible to directly
% call a sidenote macro, e.g. in particular environments. Then, 
% you can also use \verb+\sidenotemark[number]+ and \verb+\sidenotetext[number]{text}+ 
% commands. \verb+\sidenotemark+ puts a mark at the current position. Then, outside of the environment 
% \DescribeMacro{\sidenotetext}
% that causes the trouble, it is possible the call \verb+\sidenotetext{text}+ to actually make the sidenote.
% Again, the
% first, optional parameter will manually change the numbering of the sidenote, the second optional postfix 
% will adjust the position with an offset: \verb+\sidenotetext[number]{text}[offset]+ 
%
% \DescribeMacro{\sidestyle}
% You can use \verb+\renewcommand{\sidestyle}{something}+ 
% if you want to change the font, text size, text color or something else of the sidenotes.
% It it initialized with \verb+\footnotesize+. It is used as a prefix of the sidenotetext.
%
% \DescribeMacro{\sidecite}
% The macro \verb+\sidecite+ puts a citation in the margin. It uses the biblatex package
% so you have to go with biblatex instead of bibtex to use \verb+\sidecite+. Therefore, the
% macro has the same set of parameters plus the additional offset: 
% \verb+\sidecite[prenote][postnote]{key}[offset]+.
% The behavior is the same as in \verb+\sidenote+, no offset means auto floating. If an offset
% value is given the position is fixed at a certain place, even if it overlaps with other text or objects.
% For post- and prenote please refer to the biblatex manual, the parameters are directly passed
% to biblatex.
%
%\DescribeMacro{\sidecaption}
% The \verb+\sidecaption+ macro can be used if the caption of a figure or table 
% is supposed to be in the margin. Please note, that the formatting is done by the 
% caption package. If the object is referenced by the use of \verb+\label{somelabel}+
% the label should go in the sidecaption macro: For example
% \verb+\sidecaption{I am a figure\label{fig:1}}+.
%
% \DescribeEnv{sidefigure}
% The sidefigure environment puts a figure and its caption in the margin. Instead of 
% \verb+\begin{figure}[htb]+ use \verb+\begin{sidefigure}[offset]+. Please note, that 
% the use of caption before \verb+\includegraphics+ puts the caption in line with the
% top of the figure
% and the use after \verb+\includegraphics+ puts it in line with the bottom of the actual figure.
%
% \DescribeEnv{sidetable}
% The sidetable environment works similarly, but with table environments. Use \verb+\begin{sidetable}[offset]+ instead
% of \verb+\begin{table}+.
%
% \section{Technical notes and further macros}
%
% \DescribeMacro{\marginnote}
% \DescribeMacro{\marginpar}
% Sometimes it is useful to put text in the margin without a mark in the text. This can be achieved
% with \verb+\marginnote{text}[offset]+ or \verb+\marginpar{text}+. This feature is not provided 
% by this package, but by the
% marginnote package by Markus Kohm. The sidenotes package heavily uses the marginnote package.
% Technically, every time something is evoked with an offset, \verb+\marginnote+ is called. If it is called without
% an offset, it calls the normal \LaTeX{} macro \verb+\marginpar+. This is not true for the sidecaption, since
% the caption has to be adjacent to the figure or table. In that case, \verb+\marginnote+ is always used.
% 
% When writing the package, we tried to be as general as possible. Someone can e.g.\ use sidenotes mixed with
% footnotes. Also, the package tries to provide only functionality and does not know anything about formatting
% such as margin text size, color or anything else. Only \verb+\sidestyle+ was added for convenience. If you are
% looking for a package that provides formatting defaults as well you might want to look into the tufte-latex packages.
%
% \section{Required packages}
% 
%  \changes{v0.52}{2011/10/06}{added a section that the package needs marginnote, caption and xifthen.}
%  This package requires the following packages:
%  \begin{description}
%     \item[marginnote]
%        supports another command to create notes in the margin. The notes are no floats and can be shifted up or down.
%     \item[caption]
%        is used to set figure and table captions in the margin and to allow formatting of these captions.
%	\item[xifthen] is used to test for empty, optional arguments.  
%  \end{description}%
%
% \section{Implementation}
%
% \iffalse
%<*package>
% \fi%
% \begin{macro}{\sidestyle}
% This macro changes the text formatting of the sidenotes.
% Initially it just sets the text size to the footnote text size.
%    \begin{macrocode}
\newcommand*{\sidestyle}{\footnotesize}
%    \end{macrocode}
% \end{macro}
% We need a counter similar to the footnote counter and we want to 
% have a buffer. 
% \begin{macrocode}
\newcounter{sidenote} % make counter
\newcounter{@sidenotes@buffer}
\setcounter{sidenote}{1} % init counter 
%    \end{macrocode}

% \begin{macro}{\sidenote}
% Introduce the sidenote macro with an additional optional argument postfix to set the offset.
% \changes{v0.53}{2011/10/07}{bugfix, now optional number and offset possible}
%    \begin{macrocode}
\newcommand*{\sidenote}[2][]{%
	\begingroup%
	\@ifnextchar [{\@sidenotes@sidenote[{#1}]{#2}}{\@sidenotes@sidenote[{#1}]{#2}[]}%
}

\newcommand{\@sidenotes@sidenote}{}
\def\@sidenotes@sidenote[#1]#2[#3]{%
	\endgroup%
	\@sidenotes@@sidenote[{#1}]{#2}[{#3}]%
}

\newcommand{\@sidenotes@@sidenote}{}
\def\@sidenotes@@sidenote[#1]#2[#3]{%
	\ifthenelse{\isempty{#1}}%
		{\sidenotemark%
		\sidenotetext{#2}[#3]}%
		{\sidenotemark[#1]%
		\sidenotetext[#1]{#2}[#3]}%
}
%    \end{macrocode}
% \end{macro}
%
% \begin{macro}{\sidenotemark}
% Sidenotemark is supposed to work similarly to footnotemark.
%    \begin{macrocode}
\newcommand{\sidenotemark}[1][]{%
	\nobreak\hspace{0.1pt}\nobreak%
	\ifthenelse{\isempty{#1}}%
		{\textsuperscript{\thesidenote}%
		\refstepcounter{sidenote}}% if no argument is given use sidenote counter%
		% else
		{\setcounter{@sidenotes@buffer}{\value{sidenote}}%
		\setcounter{sidenote}{#1}%
		\textsuperscript{\thesidenote}% print out the argument otherwise
		\setcounter{sidenote}{\value{@sidenotes@buffer}}}%
		\ignorespaces%
}%
%    \end{macrocode}
% \end{macro}
%
% \begin{macro}{\sidenotetext}
% Sidenotetext is supposed to work similarly to footnotetext. The additional, optional argument postfix sets the offset.
%    \begin{macrocode}
\newcommand*{\sidenotetext}[2][]{%
	\begingroup%
	\@ifnextchar [{\@sidenotes@sidenotetext[{#1}]{#2}}{\@sidenotes@sidenotetext[{#1}]{#2}[]}%
}

\newcommand{\@sidenotes@sidenotetext}{}
\def\@sidenotes@sidenotetext[#1]#2[#3]{%
	\endgroup%
	\@sidenotes@@sidenotetext[{#1}]{#2}[{#3}]%
}

\newcommand{\@sidenotes@@sidenotetext}{}
\def\@sidenotes@@sidenotetext[#1]#2[#3]{%
	\ifthenelse{\isempty{#1}}{% sitenotemark given?
		\addtocounter{sidenote}{-1}%
		\ifthenelse{\isempty{#3}}{% offset?
			\marginpar{\textsuperscript{\thesidenote}{} \sidestyle#2}}% no offset
			{\marginnote{\textsuperscript{\thesidenote}{} \sidestyle#2}[#3]} % with offest
		\addtocounter{sidenote}{1}}%
		% else
		{\ifthenelse{\isempty{#3}}% offset?
			{\marginpar{\textsuperscript{#1} \sidestyle#2}}% no offset
			{\marginnote{\textsuperscript{\thesidenote}{} \sidestyle#2}}% with offset
		}% fi
}%
%    \end{macrocode}
% \end{macro}
%
%
% \begin{macro}{\sidecite}
% \changes{v0.5}{2011/10/05}{define the sidecite macro without the twoopt package}
% Sidecite puts the citation in the margin. The additional, optional argument postfix sets the offset. 
% Please note, that it only works with biblatex and uses its syntax.
%    \begin{macrocode}
\newcommand{\sidecite}[1][]{% 
  \@ifnextchar[{% 
    \expandafter\@sidenotes@sidecitedo\@sidenotes@getnextopt{#1}% 
  }{% 
    \@sidenotes@sidecitedo{#1}{}% 
  }% 
} 
\newcommand{\@sidenotes@getnextopt}{} 
\long\def\@sidenotes@getnextopt#1[#2]{{#1}{#2}} 
\newcommand{\@sidenotes@sidecitedo}[3]{% 
  \begingroup%
	\@ifnextchar [{\@sidenotes@sidecite[{#1}][{#2}]{#3}}{\@sidenotes@sidecite[{#1}][{#2}]{#3}[]}%
}
\newcommand{\@sidenotes@sidecite}{}
\def\@sidenotes@sidecite[#1][#2]#3[#4]{%
	\endgroup%
	\@sidenotes@@sidecite[{#1}][{#2}]{#3}[{#4}]%
}

\newcommand{\@sidenotes@@sidecite}{}
\def\@sidenotes@@sidecite[#1][#2]#3[#4]{%
	\sidenote{\fullcite[#1][#2]{#3}}[#4]%
}%
%    \end{macrocode}
% \end{macro}
%
% \begin{macro}{\sidecaption}
% Sidecaption puts the caption in the margin. The additional, optional argument postfix sets the offset. 
% It never floats with the other text in the margin, it has to be next to the figure.
%    \begin{macrocode}
\newcommand{\sidecaption}[2][]{%
	\ifthenelse{\isempty{#1}}%
		{\marginnote{\caption{#2}}}%
		% else
		{\marginnote{\caption[#1]{#2}}}%
}%
%    \end{macrocode}
% \end{macro}
%
% \begin{environment}{sidefigure}
% \changes{v0.3}{2011/09/29}{define the sidefigure enviroment without the environ package}
% The sidefigure is similar to the figure environment. But the figure is put in the margin and the positioning
% is not h or b, but rather an offset, e.g.\ 10pt.\
%    \begin{macrocode}
\newsavebox{\@sidenotes@sidefigurebox}
\newboolean{@sidenotes@sidefigure@skip}
\newcommand{\@sidenotes@sidefigure@skiplength}{}

\newenvironment{sidefigure}[1][]%
	{\ifthenelse{\isempty{#1}} % offset?
		{\setboolean{@sidenotes@sidefigure@skip}{false}} % no offset
		{\setboolean{@sidenotes@sidefigure@skip}{true}\renewcommand{\@sidenotes@sidefigure@skiplength}{#1}} % with offset
	\begin{lrbox}{\@sidenotes@sidefigurebox}%
		\begin{minipage}{\marginparwidth}%
			\captionsetup{type=figure}}%
	{	\end{minipage}%
	\end{lrbox}%
	\ifthenelse{\boolean{@sidenotes@sidefigure@skip}}% offset?
		{\marginnote{\usebox{\@sidenotes@sidefigurebox}}[\@sidenotes@sidefigure@skiplength]} % with offset
		{\marginpar{\usebox{\@sidenotes@sidefigurebox}}} % no offset
	}
%    \end{macrocode}
% \end{environment}
%
% \begin{environment}{sidetable}
% \changes{v0.4}{2011/09/30}{define the sidetable enviroment without the environ package}
% The sidetable is similar to the table environment. But the table is put in the margin and the positioning
% is not h or b, but rather an offset, e.g.\ 10pt.\
%    \begin{macrocode}
\newsavebox{\@sidenotes@sidetablebox}
\newboolean{@sidenotes@sidetable@skip}
\newcommand{\@sidenotes@sidetable@skiplength}{}

\newenvironment{sidetable}[1][]%
	{\ifthenelse{\isempty{#1}} % offset?
		{\setboolean{@sidenotes@sidetable@skip}{false}} % no offset
		{\setboolean{@sidenotes@sidetable@skip}{true}\renewcommand{\@sidenotes@sidetable@skiplength}{#1}} % with offset
	\begin{lrbox}{\@sidenotes@sidetablebox}%
		\begin{minipage}{\marginparwidth}%
			\captionsetup{type=table}%
			\sidestyle}%
	{	\end{minipage}%
	\end{lrbox}%
	\ifthenelse{\boolean{@sidenotes@sidetable@skip}}% offset?
		{\marginnote{\usebox{\@sidenotes@sidetablebox}}[\@sidenotes@sidetable@skiplength]} % with offset
		{\marginpar{\usebox{\@sidenotes@sidetablebox}}} % no offset
	}
%    \end{macrocode}
% \end{environment}
%
% \Finale
\endinput