1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
|
Release notes for version 0.9.9a [2012-07-30]:
- I have made a few changes to biblatex-chicago.sty to allow the
package to work with the latest version (2.0) of biblatex. In all
other respects this release is identical to 0.9.9. If you do use
the package with biblatex 2.0, please let me know if there are
issues I need to address. Thanks to Charles Schaum for alerting me
to some of them.
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
1.7.
- Kenneth Pearce found an error in the formatting of BookInBook
titles in the author-date style's list of shorthands. This should
work properly now.
- Jonathan Robinson spotted some inconsistencies in the way the notes
& bibliography style interacts with the 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 given the "short" option to biblatex-chicago.
Release notes for version 0.9.8c [2011-10-12]:
- Emil Salim pointed out some rather basic errors in the presentation
of InProceedings and Proceedings entries, errors that have been
present from the first release of the style(s). These should now,
belatedly, have been put right. This doesn't require any changes
to your .bib files.
Release notes for version 0.9.8b [2011-09-29]:
- Christian Boesch alerted me to some bad date-formatting errors
produced when using the styles with the "german" option to babel.
A little further investigation revealed similar problems with
"french," and before long it became clear that date handling in
biblatex-chicago was generally, and significantly, sub-optimal.
The whole system should now be more robust and more accurate.
- 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 Letter and Misc entry types, and
of the four date fields, for some information about how the changes
could simplify the creation of their databases.
Release notes for version 0.9.8a [2011-09-21]:
- Fixed a series of unsightly errors in the author-date style,
discovered while working on the pending update to the 16th edition.
- Fixed bugs uncovered in both the author-date and the notes &
bibliography styles thanks to Charles Schaum's adventurous use of
the "origyear" field.
- Added two new bibstrings to the cms-*.lbx files to fix potential
bugs in some of the audiovisual entry types.
Release notes for version 0.9.8 [2011-08-31]:
- Starting with biblatex version 1.5, in order to adhere to the
author-date specification you will need to use Biber to process
your .bib files, as BibTeX (and its more recent variants) will no
longer provide all the required features. Unfortunately, however,
the current release of Biber (0.9.5) contains bugs that make it
tricky to use with biblatex-chicago. These bugs have been
addressed in 0.9.6 beta, which is available for various operating
systems in the development subdirectory of your SourceForge mirror,
e.g., ... b/project/bi/biblatex-biber/biblatex-biber/development.
(If, by the time you read this, Biber 0.9.6 has already been
released, then so much the better.) Please see the start of
cms-dates-sample.pdf for more details.
- The switch to Biber for the author-date specification means that
biblatex now provides considerably enhanced handling of the various
date fields. I have attempted to document the relevant changes in
cms-dates-sample.pdf and in the "date" discussion in
biblatex-chicago.pdf, 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. Biber doesn't like
{1968/75}, and will ignore it. Either use {1968/1975} or put
{1968--75} in the "year" field.
- In the notes & bibliography style, and mainly in Article, Letter,
Misc, and Review entries, previous releases of biblatex-chicago
recommended using the \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 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
\headlesscite commands and declaring "useauthor=false" in the
"options" field. Please consult the documentation in
biblatex-chicago.pdf section 4.3.1, s.v. "isdot," for a list of
example entries where you can see these changes at work.
- The 16th-edition files are well under way, but still a work in
progress.
Other changes in 0.9.8:
- Fixed the \smartcite citation command in, and added a \smartcites
command to, chicago-notes.cbx, so that the notes & bibliography
style no longer prints parentheses around citations produced using
\autocite(s) commands inside \footnote commands. Many thanks to
Louis-Dominique Dubeau for pointing out this error.
- Fixed a problem with the \lbx@fromlang command, which biblatex 1.6
no longer defines. Many thanks to Rembrandt Wolpert and Aaron
Lambert for pointing this out, and to Charles Schaum for posting a
temporary workaround in a newsgroup post.
- Version 1.6 of biblatex no longer allows you to redefine the
"minnames" and "maxnames" options in the \printbibliography
command, so I've defined "minbibnames" and "maxbibnames" in
biblatex-chicago.sty, instead. These parameters have been
available since version 1.1, so this is now the earliest version of
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.
Release notes for version 0.9.7a [2011-03-17]:
- Added the \smartcite citation command to chicago-notes.cbx so that
the notes & bibliography style will work with biblatex 1.3.
- Added bibstrings "byconductor" and "cbyconductor" to the .lbx
files, mistakenly omitted in version 0.9.7.
- Minor fixes to the docs.
Release notes for version 0.9.7 [2011-02-15]:
- The CustomA and CustomB entry types are now obsolete. Any such
entry in your .bib files will be ignored. Please use Letter and
BookInBook, respectively.
- If you still have any CustomC entries containing introductions,
afterwords, or the like, please change them to SuppBook, as I have
reclaimed CustomC in order to provide alphabetized cross-references
to other, separate entries in a bibliography or list of references.
- The directory structure of the package archive has changed. I've
copied that used by the biblatex package, so now you will find a
latex/ directory with further bbx/, cbx/, and lbx/ subdirectories,
and a doc/ directory with an examples/ subdirectory. The files are
the same as in the previous release, merely organized differently.
Other changes in 0.9.7:
- I have added three new audiovisual entry types to both styles,
Audio, Music, and Video. The documentation of Audio in sections
4.1 and 5.1 of biblatex-chicago.pdf contains an overview of the
three, and the details for each type are to be found under their
individual headings.
- I have added several new bibstrings to the cms-*.lbx files for
these new audiovisual entry types. This means that the
"editortype" fields can now be set to "director," "producer," or
"conductor," depending on your needs. You can also set the fields
to "none," which eliminates all identifying strings, and which is
useful for identifying performers of various sorts.
- I have transformed the CustomC entry type to enable alphabetized
cross-references -- the "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 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.
- I have introduced the "userc" field, intended to simplify the
printing of the cross-references provided by CustomC entries. The
standard \nocite command works as well, but the additional
mechanism may be more convenient in some circumstances.
- You can now provide an "eventdate" field in Music entries to
identify, e.g., a particular recording session. It will be printed
just after the "title."
- In the notes & bibliography style, I have now implemented the
"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 biblatex styles.
- 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
"options" field of individual .bib entries. Three of these --
"doi," "isbn," and "url" -- are standard biblatex options, the
others -- "bookpages," "includeall," and "numbermonth" -- are
chicago-specific.
- I've added the "juniorcomma" option to both styles, which can be
set in the document preamble and/or in the "options" field of
individual entries. It allows you get the traditional comma
between a surname and "Jr." or "Sr."
- 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. For the most part the
changes won't affect your .bib files, but there may be cases where
you need to choose your entry types carefully in order to get the
results you want. For the details, please consult the "crossref"
docs in section 4.2 of biblatex-chicago.pdf.
- Several other bug fixes -- see biblatex-chicago.pdf for details.
Release notes for version 0.9.5a [2010-09-07]:
- This fixes an elementary and show-stopping mistake in
biblatex-chicago.sty, a mistake disguised if you use the csquotes
package, which I do in all my test files. Many thanks to Israel
Jacques and Emil Salim for pointing this out to me.
- These files have now been tested with biblatex 0.9c and 0.9d, which
both work fine.
Release notes for version 0.9.5 [2010-09-03]:
Users upgrading from biblatex-chicago-notes-df may need to alter a few
things in their .bib files and in their document preambles.
- If you used \usepackage{biblatex-chicago} to load the package, now
you need \usepackage[notes]{biblatex-chicago} instead. (The
default if you don't choose between "notes" and "authordate" is, in
fact, "notes," so even if you don't make this change it should all
still work.)
- If you used \usepackage[style=chicago-notes-df]{biblatex} to load
the package, then be aware that you now need style=chicago-notes
(or style=chicago-authordate) instead.
- If you are still, for some reason, using the \custpunctc macro in
your .bib files, it is now obsolete. Its function has been taken
by the punctuation-tracking code present in biblatex for a long
while now.
- I have slightly improved the Misc entry type that uses an
"entrysubtype." If you are citing archival letters or other
letter-like sources (memoranda, reports, telegrams), then you're
already using the "origdate" field, and that's still correct. If
you're citing non-letter-like sources (interviews, wills,
contracts, personal communications received by yourself), then
putting the date into the "date" field will slightly improve
compliance with the specification, at least as I interpret it.
Nothing untoward will happen if you don't make this change, and the
distinction can be difficult to draw, but it needed mentioning
nonetheless.
- I've improved the "number" field in Article, Periodical, and Review
entries. You can now put a series or range of numbers into the
field and the style will print them prefixed by the appropriate
bibstring, singular or plural.
- I've improved author-less Manual, Article, and Review entries (the
latter two with magazine "entrysubtype"). In previous releases of
biblatex-chicago-notes-df you needed a "shortauthor" field to make
sure either the "organization" (in Manual entries) or the
"journaltitle" (in Article and Review entries) appeared in short
notes. The style now automatically takes a name for short notes
from those fields, though you can still use "shortauthor" if you
wish to present it differently, e.g., in an abbreviated form.
Again, you probably needn't change anything in your .bib files, but
being aware of this may make entries simpler to construct in the
future.
- I've marked the Custom[A-C] entry types as deprecated, in
preparation for reusing them for other purposes in the next major
release. Please change CustomA to Letter, CustomB to BookInBook,
and CustomC to SuppBook in your .bib files.
Other changes in 0.9.5:
- The Chicago author-date style is now implemented in the package,
and therefore the package name has changed to biblatex-chicago. A
number of the files inside the package also have altered names --
the README file and biblatex-chicago.pdf contain the complete list.
- I've now implemented the biblatex field "pubstate" in both styles.
In the author-date style, it is strongly recommended you use it to
identify reprints by putting the string "reprint" there. The
requirements for formatting such entries are relatively complex,
and the style does the right thing automatically. In the notes &
bibliography style, you can also use the field in the same way to
identify reprints, though placing the \reprint macro in the
"location" field still works as it always has. Don't, please, use
both methods in the same entry.
- I've improved the functioning of Patent entries to make them more
compliant with the specification.
- Entries with a classical "entrysubtype" may behave slightly
differently now, as I've improved the provision of punctuation
before certain kinds of page or location specifiers even when
citing works by their traditional divisions. This should, once
again, make the package more compliant.
Release notes for version 0.9a [2010-03-20]:
- Small, quick fixes for immediate compatibility with biblatex 0.9a.
Release notes for version 0.9 [2010-03-18]:
As I noted in the README file, users will have to modify their .bib
files somewhat to work properly with this release of biblatex-chicago.
Some of these changes result from the disappearance of certain fields
in biblatex itself -- particularly the "day" and "origyear" fields --
so you should at least skim through Lehman's RELEASE file first to
familiarize yourself with what it means for your setup. The changes
required for Chicago are as follows:
- In CustomA (Letter) entries, the counter-intuitive reversal of
roles between "year" and "origyear" has been eliminated. In common
with other entry types, the "year" (or "date") field now refers to
the publication date of the collection. The new "origdate" field
now holds the date the letter was written. In short, change the
"date" (or "year," "month," and "day") to "origdate," and change
"origyear" to "year" (or "date").
- In Misc entries with an "entrysubtype," used to cite unpublished
sources from a named archive, exactly the same reversal of roles
was in place, and is now eliminated. The new "origdate" field now
holds the date the letter was written or the interview conducted,
so change the "date" (or "year," "month," and "day") to "origdate."
(Under most circumstances, therefore, such entries won't have a
"date" field defined.) Also, the use of the exact string "letter"
in the "entrysubtype" field is no longer required. Using
"origdate" prints the date where you want it, so anything at all in
"entrysubtype" will do the trick, with "letter" being as good as
anything else, meaning you don't actually have to modify this
field.
- In Patent entries, you need to make similar changes. The
"origdate" field now holds the date the patent was filed, and the
"date" field identifies when the patent was granted, if it was
granted. You no longer need a specially-formatted "addendum" field
for these entries. In short, change the "date" (or "year,"
"month," and "day") to "origdate," and put the date from the
"addendum" field into "date." Any supplemental information you
want printed after the dates of the patent can still be given in
the "addendum" field, but most such entries won't require this.
- The "userd" field is now obsolete. If by some chance you are still
using it, please move any information found there into the
"edition" field.
Other changes in 0.9:
- Added the files cms-german.lbx (with its clone cms-ngerman.lbx) and
cms-french.lbx, which allow the creation of Chicago-like references
in those languages.
- Added the package option "annotation" to allow the creation of
annotated bibliographies.
- Added the new biblatex BookInBook entry type, which functions as an
alias to CustomB.
- Following biblatex's example, using the editortype field now turns
off the package's usual string concatenation mechanisms.
- Added support for the new editor[a-c] and editor[a-c]type fields,
which function as they do in the standard biblatex styles.
- My modified csquotes.cfg file is now obsolete, and has been removed
from the package. Please upgrade to the latest version of
csquotes.
- Added bibstrings to help with internationalization. The new ones
you might use in a .bib file are: pseudonym, nodate,
revisededition, numbers, and reviewof.
Changelog for version 0.8.9d [2010-02-16]:
- Bug fix release, the last in the 0.8.9 series, intended for use
with biblatex 0.8i, _not_ with 0.9. See note above.
Changelog for version 0.8.9c [2009-11-04]:
- Bug fix release. The details are in biblatex-chicago-notes-df.pdf.
Changelog for version 0.8.9b [2009-09-09]:
- Fixed several bugs, both recent and venerable. Please upgrade to
the latest version of biblatex (0.8h at time of writing), though I
have attempted to maintain backward compatibility at least with
0.8e.
- Experimental version of the "reprinttitle" field, which allows you
to provide original publication details of essays or chapters you
are citing from a later reprint. See the pdf file for all the
details.
Changelog for version 0.8.9a [2009-07-05]:
- Minor fixes to allow compatibility with biblatex 0.8e. The package
still works with 0.8d and 0.8c, as well.
Changelog for version 0.8.9 [2009-07-02]:
- The default way of loading the package has changed. Please see the
documentation for all the details, but in short, if you used to
load it with a command like:
\usepackage[style=chicago-notes-df,further-options]{biblatex}
you should now load it like so:
\usepackage[further-options]{biblatex-chicago}
- All single-letter bibstrings are now obsolete. Please use \autocap
instead
- You should be using at least biblatex version 0.8c. 0.8d would be
even better.
- The package-specific bibstrings have been removed from the .cbx and
.bbx files and gathered in a new file, cms-american.lbx. This
changes somewhat the way the package interacts with babel, making
it simpler if you want the defaults, but more complicated if you
require non-standard features. In short, assuming you use the
default loading option I've just described, then babel's main text
language can be american or english, or alternately you can turn
off babel altogether, and the strings should be available
automatically.
- Added two new entry types, Artwork and Image.
- Added a new bibliography and entry option usecompiler, set to true
by default in biblatex-chicago.sty.
- Added the new bibliography option footmarkoff to
biblatex-chicago.sty. This turns off the optional formatting of
marks (in-line instead of superscript) on foot- or endnotes,
returning you to the LaTeX defaults.
- Added the new citation command \headlesscite, which works like
\headlessfullcite but allows biblatex to decide whether to print
the full or the short version of the reference.
- Adopted biblatex's end-of-entry punctuation system, which fixes
issues several users have been seeing with the solution I offered
in previous releases.
- Added a modified csquotes.cfg file (in the XeLaTeX subdirectory) to
address issues users were having when using XeLaTeX with
biblatex-chicago. Please see the docs for the details.
- Added a new shorthandibid option that allows you to print "Ibid."
after repeated references to an entry which contains a shorthand
field. Previously, the shorthand itself would always be printed,
and this behavior remains the default if you don't set this option.
- Added a clone of biblatex's natbib option, so that users who use
\usepackage{biblatex-chicago} instead of \usepackage{biblatex} can
still have access to the biblatex's natbib compatibility code in
bibnatex.def.
Changelog for version 0.8.5a [2009-06-14]:
- Quick and dirty fix to allow compatibility with biblatex 0.8d.
Changelog for version 0.8.5 [2009-01-10]:
- At least version 0.8b of biblatex now required -- even better, get
the latest (0.8c).
- Adopted the "American" punctuation tracker provided by biblatex,
which fixes many small formatting errors and eliminates the need
for \custpunct commands, but requires that you use \mkbibquote when
quoted material appears inside a bibliography field.
- Loading babel with "American" as the main text language now
_strongly_ recommended.
- The CustomC entry type now allows referencing any sort of post- or
pre-matter via the type field, though the old mechanism remains in
place for backward compatibility. The new SuppBook and
SuppCollection entry types are aliased to CustomC, and therefore
work in exactly the same way.
- The new SuppPeriodical entry type is aliased to Review, and Letter
to CustomA.
- For InReference entries the postnote field of a citation command is
now automatically treated as an alphabetized encyclopedia entry,
that is, it will be placed in quotation marks and prefaced with the
string "s.v." This may allow multiple citations of the same
reference work without multiplying .bib entries.
- The biblatex option "usetranslator" is now set to "true" by
default, which means entries will automatically be alphabetized by
their translator in the absence of an author or an editor.
- I've added some color-coding to biblatex-chicago-notes-df.pdf to
highlight new or significantly revised sections.
Changelog for version 0.8.2.2 [2008-11-24]:
- Fixed spurious commas in some bibliography entries.
Changelog for version 0.8.2 [2008-11-03]:
- Fixed several formatting glitches between citations in multicite
commands and also after some prenotes.
Changelog for version 0.8.1 [2008-10-22]:
- Updated the .bbx and .cbx files to work with biblatex 0.8. This
most recent version of biblatex is now required for
biblatex-chicago-notes-df to work.
- The origlocation field is now obsolete, and has been replaced by
lista. Please update your .bib files accordingly.
- The single-letter \bibstring commands I provided in version 0.7 are
now deprecated. In most cases, you'll be able to take advantage of
the automatic contextual capitalization facilities introduced in
this release, but if you still need the single-letter \bibstring
functionality then you should switch to \autocap, as I shall be
removing the single-letter bibstrings in a future release. See the
\autocap docs for all the details.
- The userd field is now deprecated, as biblatex 0.8 allows all forms
of data to be included in the edition field. I shall be removing
userd in a future release, so please update your .bib files as soon
as is convenient.
- Added the usera field, which holds supplemental information about a
journaltitle in article and review entries. See the documentation
of the field for details.
- Other minor fixes and additions. See the full changelog for more.
Changelog for version 0.7 [2008-08-18]:
- First public release
Copyright (c) 2008-2011 David Fussner. This package is
author-maintained. This work may be copied, distributed and/or
modified under the conditions of the LaTeX Project Public License,
either version 1.3 of this license or (at your option) any later
version. The latest version of this license is in
http://www.latex-project.org/lppl.txt and version 1.3 or later is part
of all distributions of LaTeX version 2005/12/01 or later. This
software is provided "as is," without warranty of any kind, either
expressed or implied, including, but not limited to, the implied
warranties of merchantability and fitness for a particular purpose.
|