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|
Release notes for version 1.0rc5 [2018-01-16]:
- Recent releases of biblatex have introduced some compatibility
problems for biblatex-chicago, particularly with regard to the
handling of the "origlanguage" field (now a list), but also through
the renaming of several other fields and declarations, e.g.,
\DeclareSortingTemplate. I have improved the handling of the
"origlanguage" list by including many new bibstrings in the
package's localization files, but other changes to formatting
macros have made backward compatibility with older releases of
biblatex difficult or impossible. Please upgrade to version 3.10
-- which has received the most testing -- to use these styles.
- As I mentioned in the initial Notice of biblatex-chicago.pdf, the
17th edition of the Manual has now appeared, and my development
energies from this point will be devoted to upgrading all styles to
conform to it. You can still file bug reports against the 16th
edition, but the next major feature release will be based on the
17th. In preparation for these changes, I have removed all the
15th-edition files from the package.
Other New Features:
- After fielding multiple requests over the years, I have added three
new entry types -- Jurisdiction, Legal, and Legislation -- to allow
the presentation of court cases, laws, treaties, congressional
(parliamentary) debates and hearings, constitutions, and executive
documents. The first ("round" and "square") and last ("canada",
"constitution", "hansard", "hearing", "uk", and "un") introduce a
number of new "entrysubtypes" to help with formatting quirks,
including the presentation of Canadian and UK materials for
inclusion in an otherwise US context. There are also several new
options ("legalnotes", "noneshort", "short", and "supranotes") for
controlling the output. I have documented all of this in section 6
of biblatex-chicago.pdf, a separate section both because the
specification really comes from the Bluebook rather than the
Manual, and also because they are the only entry types treated
identically by the notes & bibliography style and the author-date
styles (itself a formatting quirk). You can also look at the
sample files legal-test.bib and cms-legal-sample.pdf to see how you
might construct your database entries. Support for Bluebook
citations is in its infancy, so if you have ideas for sorting out
its complexities more elegantly or spot any inaccuracies then I
would be happy to hear about it. The implementation is intended
mainly for American documents, but there is some rudimentary
localization for the other languages supported by biblatex-chicago.
The actual citations in such contexts would, let it be noted, fall
outside of the Bluebook spec.
- I am grateful to Gustavo Barros for providing a Brazilian
Portuguese localization for biblatex-chicago, contained in the
cms-brazilian.lbx file.
- Gustavo also pointed out a couple of instances where the package's
\bibstrings couldn't accommodate the needs of his localization, so
with his help I've split the "recorded" string into "discrecorded"
and "songrecorded", then added it to all the .lbx files. I've also
added two new \bibstrings for the "lista" field format: "subverbo"
and "subverbis". I've added them to all the .lbx files, but only
cms-brazilian.lbx differs from the default. If other languages
need this change please let me know.
- The same user also suggested a fix to Patent entries: removing the
comma from between the dates when the language doesn't use a comma
in lists.
- Timo Thoms pointed out some annoying inconsistencies when using the
hyperref package with the author-date styles, and I have attempted
to rectify them. In citations, only the "date" portion should act
as a link, if there is a "date", otherwise a "title" or perhaps a
"shorthand" will link to the entry in the list of references. If
you have entries that you believe should present hyperlinks but
don't, you can try setting the new "hypertitle" option in their
"options" fields. Alternately, you can set the option to "true"
globally in the preamble and then "titles" and "shorthands" will
serve as links whether there's a "date" or not. Cf. section 5.4.3
in biblatex-chicago.pdf.
- Bertold Schweitzer requested that the styles allow using the string
"forthcoming" in the "pubstate" field to present sources that are
yet to be published. This is now supported in all styles, and has
the additional benefit of rendering recourse to the \autocap
command unnecessary, as the styles print \bibstring{forthcoming}
where the "year" would normally appear. Using the "year" field
itself is, of course, still supported too.
- The same user requested that I allow "newspaper" as an exact
synonym of "magazine" in the "entrysubtype" field of Article,
Review, Periodical, and Suppperiodical entries. I have provided
this in all styles, and whereever you see "magazine" in the
documentation then "newspaper" will work in exactly the same way.
- Bertold also suggested that, following the example of Philip Kime's
biblatex-apa package, I support the use of "related" functionality
when presenting reviews, so that you can, for example, easily
present multiple reviews of the same item. I have provided this
functionality in all styles. To enable it you'll need to set the
"relatedtype" field to "reviewof" in Article, Review, or
Suppperiodical types. You should also read the documentation in
section 4.2.1 or 5.2.1 in biblatex-chicago.pdf, as this
"relatedtype" works somewhat differently from the others. The
standard, manual way of citing such works remains, of course,
available.
- Jan David Hauck suggested that there was a need for an
"unpublished" "entrysubtype" to the Report type, which would
present the "title" in quotation marks (or plain roman in
authordate-trad) instead of italics. I can't quite tell if the
Manual agrees, but I have fulfilled this request in all styles.
- The same user pointed out that standard biblatex and the discussion
in the Manual both suggest providing "venue", "eventdate",
"eventtitle", and "eventtitleaddon" fields for the Unpublished
type, thereby allowing for the further specification of unpublished
conference papers and the like. I have added these fields in all
styles.
- At the request of N. Andrew Walsh, the notes & bibliography style
now offers a way to disambiguate references to different sources
which would ordinarily produce identical short notes, that is,
where the "author" and "labeltitle" are the same. Biblatex's
"uniquework" option is now active by default, and biblatex-chicago
provides three new user options, one for choosing a disambiguating
field, one for setting the punctuation between that field and the
rest of the short note, and one for formatting the field using
parentheses or square brackets -- "shortextrafield",
"shortextrapunct", and "shortextraformat", respectively. Please
see section 4.4.3 in biblatex-chicago.pdf for the details, and note
that "shortextrafield" has to be set for the mechanism to print
anything at all.
- User Pétùr spotted two long-standing bugs: first, that the
"url=false" option didn't stop the printing of the "urldate", and
second that empty parentheses would appear in some circumstances
around non-existent "dates" in the author-date styles. I have
fixed both.
- Philipp Immel wondered whether I could address a long-standing bug
when presenting a "subtitle" after a "title" that ends in an
exclamation point or question mark. This bug has existed since the
first release of the 16th-edition styles, and I think I've finally
solved it now (after the release of the Manual's 17th edition).
Release notes for version 1.0rc4 [2017-05-02]:
Another bug-fix release.
- Marko Wenzel reported, and helped to fix, a fairly major problem
with the date handling in the author-date styles, an issue I hadn't
spotted when doing the date-related updates for 1.0rc2.
- I've also fixed a long-standing inaccuracy in the date-handling
code of Patent entries in the author-date styles. Such entries now
behave as the documentation claims they do.
Release notes for version 1.0rc3 [2017-04-20]:
This is a minor bug-fix release.
- Charles Schaum reported a whitespace bug that appeared when using
multiple languages with Babel. This was introduced in the last
release by some careless editing by me, and should be fixed now.
- Charles also pointed me to a discussion about a problem using
BibTeX with biblatex-chicago. Ulrike Fischer very kindly suggested
an elegant solution, and I have integrated it into this release.
Release notes for version 1.0rc2 [2017-03-26]:
This is an interim release designed mainly to fix a number of subtle
issues, pointed out by several users, that appear when you use the
newest version of biblatex (3.7). These were mostly concentrated in
the date-handling code, which I believe now behaves correctly, and
should do both with the newest biblatex and with somewhat older
releases. A much larger set of new features is still pending, but I
have fixed some other bugs and added a few new options:
- J. P. E. Harper-Scott pointed out that, in ordinary British usage,
day numbers are presented as plain cardinals rather than ordinals.
The Manual itself also prefers this format, not only for
American-style dates but also for British ones, so I think the
previous behavior of the package was a bug. I have in both styles
set the default presentation of British day numerals to be plain
cardinals, providing a new preamble option "ordinalgb" restoring
the previous default and printing ordinal dates when using the
"british" language with Babel.
- I have, in both styles, attempted to provide an improved \partedit
macro, the old one being inconvenient for users writing in French.
The new macro should work now without manual intervention to
provide the correct form of the preposition (de or d'). If you are
using the "french" option to Babel, please take care to remove any
hand-formatting you might have provided in these contexts.
- Jan David Hauck has both reported a bug in the \gentextcite code in
the author-date styles and also pointed me to its solution, as
provided by moewe on Stackexchange. It turned out there were other
bugs in that code, now also fixed.
- User laudecir requested a way to present a "shorthand" even in the
first citation of a given work. The new "shorthandfirst" option in
the notes & bibliography style can be set to "true" either in the
preamble or in individual entries, and should make this
functionality simpler to activate than the \shorthandcite command.
- Also in the notes & bibliography style, Stefan Björk requested a
way to turn off the printing of "url," "doi," and "eprint"
information in notes but not in the bibliography. The new
"urlnotes" option, which you can set to "false" in the preamble or
in individual entries, provides this. Please note that it does not
apply to Online entries.
- Several users pointed out the presence of warnings in .log files
caused by deprecated grammar in the default Sorting Schemes of both
styles. These should now be fixed.
Release notes for version 1.0rc1 [2016-06-07]:
- The 15th-edition styles are now obsolete, and have been moved to a
new obsolete/ subdirectory. You can still use them as they stand,
but they won't compile against the newest biblatex, so you'll have
to make sure that you have an older version (2.9a, perhaps). If
you are still using them, I strongly urge you to consider switching
to the the 16th-edition styles, which contain many new features and
bug-fixes.
- The old Chicago-specific option "usecompiler" is deprecated, and
has been replaced by the standard biblatex "usenamec". If you have
been using the former in your preamble or in your .bib entries,
please replace it with the latter, which works better across the
board. "Usecompiler" still "works," just not very well.
- Stefan Björk has very generously provided a Swedish localization
file for the package -- cms-swedish.lbx -- which can be loaded and
used with babel just like the other localizations.
- I have added support for "related" functionality to all the Chicago
styles, including all the standard biblatex "relatedtypes". It is
turned on by default in all styles, but you can turn it off, or
alter where the information is printed, using the "related" option
in the preamble or in individual entries. In the notes &
bibliography style, "related" information is printed by default
only in the bibliography, but you can change that by setting the
option. In the author-date styles, it will only ever print in the
list of references, depending on the option's setting. Please see
sections 4.2.1 and 5.2.1 of biblatex-chicago.pdf for the details.
- I have improved the name-handling code in all styles, regularizing
the functioning of the "namea", "nameb", and "namec" fields with
respect to the other, standard biblatex names. The former two in
particular are newly available in the Collection and Periodical
entry types, and biblatex-chicago now recognizes the standard
"usenamea", "usenameb", and "usenamec" toggles, the last replacing
the deprecated "usecompiler" (as above). You can also now use the
"nameatype" field just as you would an "editortype", extending the
possibilities for identifying certain roles attached specifically
to "titles" as opposed to "booktitles" or "maintitles".
- After a request by user BenVB, I have added support for the
biblatex "shortjournal" field, which allows you to present
abbreviated "journaltitles" in all the styles. You can use the
"journalabbrev" option to control where in your document these
abbreviated forms will appear. By default, the field is ignored in
the notes & bibliography style, and appears only in citations in
the author-date styles. You can also print a list of journal
abbreviations, rather in the manner of a list of shorthands, using
a command like: \printbiblist{shortjournal}. Even though the
Periodical entry type uses the "title" and "shorttitle" fields in
place of "journaltitle" and "shortjournal", these entries are
included in this functionality, and controlled by the same
"journalabbrev" option. Please see s.v. "shortjournal" in sections
4.2 and 5.2 of biblatex-chicago.pdf.
- Following a request by Arne Skjærholt, and his generous provision
of some code to get me started, I have implemented a new
\gentextcite citation command in all styles. The "gen" part of the
name refers to the genitive case, and it adds a possessive ending
-- 's by default -- to the author's name in what is otherwise an
ordinary \textcite. You can change the added ending however you
want, using a third optional field to the citation command, and you
can control to which names the ending is added in a \gentextcites
multicite command by using the "genallnames" preamble and entry
option. Please see sections 4.3.2 and 5.3.2 for the details.
- Stefan Björk pointed out that "url", "doi", and "eprint"
information could be totally ignored in some entries when you used
the abbreviated cross-referencing functionality accessed through
the "crossref" and "xref" fields. At his request, I have provided
a new "xrefurl" entry and preamble option for all the styles to
control the printing of this information in abbreviated notes or
bibliography (reference list) entries. Please see sections 4.4.3
and 5.4.3 for the details.
- In a related change, I have stopped child entries inheriting "url",
"doi", and "eprint" fields from their cross-ref'd parents, so if
your documents rely on this behavior please note that you'll have
to provide such fields manually in the child entries.
- Roger Hart long ago requested a way to control the punctuation
before "book-", "main-", or plain "titleaddon" fields, and I have
finally added it in this release in the form of two entry and
preamble options, "ptitleaddon" and "ctitleaddon", available in all
styles. By default, the former prints \addperiod\addspace, hence
its name, and the latter \addcomma\addspace, but you can change
either or both depending on which field you are using and which
sort of entry it appears in -- the default output can be your guide
to which option(s) to change. Please see the available valid
option keys in sections 4.4.2 and 5.4.2.
- The same user also long ago requested that the notes & bibliography
style make it possible to use "Idem" when two consecutive notes
cite different works by the same author. You can now use the
standard biblatex option "idemtracker=constrict" in your preamble
to activate this in your documents, but please be aware, first,
that the Manual doesn't exactly approve of this and, second, that
you'll only see "Idem" in short notes, never in full ones, which
seems to be the standard biblatex way of implementing this.
- Also only in the notes & bibliography style, I have added a
"shorthandpunct" option to control the punctuation that appears
before the first appearance of a "shorthand" and/or a
"shorthandintro" in a long note. The default is \addspace, but you
can change it in your preamble or in individual entries. Please
see the available valid option keys in section 4.4.2 of
biblatex-chicago.pdf.
- After reading a discussion started by Ryo Furue at github, I have
added, in the author-date styles only, a test to some spacing
commands to prevent line breaks immediately after abbreviation
dots. These tests apply only in running text, never in the list of
references, where good line breaks are already hard enough to find.
- In addition to moving the 15th-edition styles into an obsolete/
subdirectory, I have also reorganized the author-date style files,
adding chicago-dates-common.cbx, which contains the code that is
common to the "trad" and the standard "authordate" styles. Nothing
has changed in terms of loading the styles, the changes being
designed primarily to ease maintenance.
- I have created two new documentation files (and an appendix) to
provide short introductions to the Chicago styles, introductions
which attempt to fill the gap between the Quickstart section of
biblatex-chicago.pdf and the fuller documentation contained in
sections 4 and 5 of that file. Both cms-notes-intro.pdf and
cms-dates-intro.pdf are fully hyperlinked so you can move easily
from formatted citations and (annotated) references to .bib entries
and back, with marginal references to the fuller discussions in
biblatex-chicago.pdf. There is also a short cms-trad-appendix.pdf
file to discuss a few entries that would need special treatment for
the "trad" style. The sample files for each style still exist, but
I intend them mainly for testing purposes, while many more
(annotated) entries are still available for consultation in
notes-test.bib and dates-test.bib.
- I have made a number of other small enhancements to and fixed
numerous bugs in all the styles, including some subtle inaccuracies
in author-date citations spotted by Arne Skjærholt and some macros
in InProceedings entries that had been missing for years. I have
provided some default values for counters in biblatex-chicago.sty
that aid in breaking long urls across lines, but I make no pretense
that these fully adhere to the Manual's specifications. I have
added a few \bibstrings, currently missing in standard biblatex, to
cms-german.lbx for use with the "related" functionality.
Recommendations for better ones would be gratefully received.
Release notes for version 0.9.9i [2016-05-16]:
- This is another interim release, allowing the use of biblatex 3.4
for those who want to try it. I have also fixed one old formatting
error when "n.d." appears in author-date citations. A full
feature-release based on 3.4 is imminent.
Release notes for version 0.9.9h [2016-03-22]:
- This is an interim bug-fix release, updating the styles so that
they will work with biblatex 3.3. The notes & bibliography style,
as pointed out by several users, wouldn't compile at all with the
newest biblatex version, and all styles had inaccuracies in the
presentation of names due to changes in the name-handling code in
biblatex. I've done some testing against biblatex 3.3, and fixed
all the errors I've spotted, but there may still be parts of my
code that need updating to work well with the current version, so
you can still downgrade to an earlier biblatex -- I recommend 2.9a
-- if 3.3 doesn't work for you. The next release will be a feature
release, so if you've made a request, it should be fulfilled then.
- I've also fixed a couple of long-standing bugs, one in the entry
options controlling abbreviated cross-references and another in the
formatting of the "prenote" field, the latter identified (ages ago)
by Bernd Rellermeyer.
Release notes for version 0.9.9g [2014-08-21]:
- Alexandre Roberts found a showstopper in the functionality related
to the new "inheritshorthand" option in the notes & bibliography
style, and I found an unpleasant bug in the formatting of
abbreviated cross-references in the same style. This release, I
hope, fixes both, but is in all other respects identical to 0.9.9f.
Release notes for version 0.9.9f [2014-08-15]:
- I've made the alterations needed to bring the styles into line with
the latest version of biblatex (2.9a). This is the version that
has been tested most thoroughly with biblatex-chicago, so I
strongly recommend using it.
- I fixed several inaccuracies in the presentation of abbreviated
cross-references in all the Chicago styles, and while I was working
on that portion of the code it seemed an opportune moment to
fulfill some feature requests bearing on the same area of
functionality.
- First, following a request from Alexandre Roberts, I have added the
"inheritshorthand" option to the notes & bibliography style, which
allows child entries to inherit the "shorthand" field from their
parents. This in turn allows the shorthand itself to appear in
place of the usual abbreviated citation of parent entries
cross-referenced by several different child entries, thereby saving
some space. (This behavior was already available in the
author-date styles, so the option is unnecessary there.) You'll
need to use "skipbiblist" in the "options" field of child entries
to make the list of shorthands work correctly. Please see the
documentation of the "shorthand" field for the full explanation.
- Second, following a request from Kenneth Pearce, I have added to
all Chicago styles the capacity to combine abbreviated
cross-references with the presentation of the original text of
translations (via the "userf" field) or of the original publication
details of an essay or chapter you are citing from a subsequent
reprint (via the "reprinttitle" field). See the documentation of
those fields, and also of "crossref," and note that you can now,
taking certain precautions as outlined in the "shorthand" docs,
combine the "userf," "crossref," and "shorthand" fields. This
mechanism contains a great many moving parts, so please report any
problems you might have with it.
- Third, and finally, following a bug report by Mark van Atten I have
fixed all Chicago styles so that the biblatex "backref" mechanism
works properly in biblatex-chicago, including in those entries that
use abbreviated cross-references, and in those that use the "userf"
or "reprinttitle" fields. I can't see any instructions concerning
this in the Manual, so I've left the formatting of "backref" lists
in the hands of biblatex itself. If the default behavior doesn't
match your needs, let me know, as it's possible I could add some
further options for modifying it.
- I have added a new "compresspages" option to all the Chicago
styles. If set to "true" it automatically compresses page ranges
in the "pages" and "postnote" fields, allowing you to type ranges
naturally, e.g., 101--109, and letting the package follow the
Manual's rules for you. (In this case, it would yield 101-9 in the
document.) Thanks are due to David Gohlke who brought to my
attention a discussion that took place a couple of years ago on
Stack Exchange regarding the automatic compression of page ranges.
Biblatex has long had the facilities for providing this, and though
the Manual's rules (9.60) are fairly complicated, Audrey Boruvka
fortunately provided in that discussion code that implements the
specifications. As some users may well be accustomed to
compressing page ranges themselves in their .bib files, and in
their "postnote" fields, I have made the activation of this code a
package option.
- Several users, most recently David Gohlke, have requested a way to
alter the punctuation that appears just before the "postnote"
argument of citation commands. This allows, in the notes &
bibliography style, citations to fit better into the flow of text,
while in the author-date styles it allows you very easily to insert
comments, which follow a semi-colon, inside parenthetical text
citations. This punctuation is a complex issue in the Manual, but
as a first stab at enabling this greater flexibility, I have
introduced the "postnotepunct" package option. Set to "true," it
allows you to start the "postnote" field with a punctuation mark
(. , ; :) and have it appear as the \postnotedelim in place of
whatever the package might otherwise automatically have chosen.
Please note that this functionality relies on a very nifty macro by
Philipp Lehman which I haven't extensively tested, so I'm labeling
this option "experimental." Note also that the option only affects
the "postnote" field of citation commands, not the "pages" field in
your .bib file. Note, finally, that if you are using the new
"compresspages" option then any "postnote" field starting with a
punctuation mark will require you to do the compression of page
ranges yourself.
- I've added a new inheritance declaration so that InCollection
entries can inherit from Book entries the same way they inherit
from MVBook.
- I've fixed a fair number of other bugs, including two in the Ibidem
mechanism pointed out by Bernd Rellermeyer, one in the printing of
dates, and one in the \textcite command in the notes & bibliography
style, these last two pointed out by Kenneth Beesley. The
presentation of all the periodical entry types (without an
"entrysubtype") has also been made more accurate.
Release notes for version 0.9.9e [2014-01-29]:
- This minor release fixes a regression in the Ibidem mechanism in
the notes & bibliography style, spotted by Harold Bellemare, and
present in the package since version 0.9.9c. In all other respects
this release is identical to 0.9.9d.
Release notes for version 0.9.9d [2013-10-30]:
- I am marking the 15th-edition styles as "strongly deprecated." I
recommend that you switch to one of the 16th-edition styles as soon
as is practicable. The older styles still work, but in the next
major release I shall mark them as "obsolete," and cease updating
them.
There are four changes in this release that may, depending on various
factors, require alterations in your documents or .bib files:
- Following requests by Kenneth L. Pearce and Bertold Schweitzer, I
have modified and extended the mechanism for creating abbreviated
citations when several parts of the same collection are included in
a reference apparatus. To the InCollection, InProceedings, and
Letter entries of previous releases, I have added InBook, Book,
BookInBook, Collection, and Proceedings entries. Only InBook
entries join the former three in having this functionality turned
on by default --- if you don't want this, it will require
intervention either in the preamble or in the "options" field of
individual entries. This intervention will be via the new
"longcrossref" option, which controls the behavior of the four
essay-like entry types and defaults to "false," while the new
"booklongxref" option controls the four book-like types and
defaults to "true." The useful settings for the options differ
slightly between the author-date and the notes & bibliography
specifications, so please see all the details in the docs of the
"crossref" field in sections 4.2 and 5.2 of biblatex-chicago.pdf.
- On the same subject, in the notes & bibliography style, I should
mention that in the first, full citation of one part of a
collection in a note, the code no longer uses a separate citation
of the parent entry to supply parts of what you see printed. (This
led to numerous inaccuracies.) If your setup uses a side-effect of
the old code to print data that hasn't even been inherited by the
child, you may find that you need to change some "xref" fields to
"crossref" fields to make it work correctly now. This situation
will, I imagine, be very rare, but you can look at white:ross:memo
in notes-test.bib to see an example.
- In the author-date styles, several users have been frustrated by
the lack of an approved way of setting the "cmsdate" option in the
preambles of their documents, and Kenneth L. Pearce requested that
I attempt to ease the burden on users by looking at this again.
With this release, you can now set "cmsdate" either to "both" or
"on" in the preamble, and it will affect all entries (except Music,
Review, and Video) with multiple dates. You can still change this
setting in the "options" field of individual entries, but what you
won't be able to change there is the new call to \DeclareLabeldate
which puts the "origdate" first in the list of dates when Biber
searches for a "labelyear" to use in citations and in the list of
references. If you have been using the "switchdates" mechanism to
get the "origdate" as the "labeldate," your .bib files may need
some editing in order to use the new preamble options. Please see
the documentation of the "date" field in section 5.2 of
biblatex-chicago.pdf for all the (voluminous) details.
- Following a request by Rasmus Pank Rouland, I adapted new biblatex
code in the \textcite(s) commands in all styles to make them fit
more elegantly in the flow of text. Upon reconsideration of the
commands in the notes & bibliography style, I slightly modified
them, but _only_ when used inside a foot- or endnote. In this
context, by default, for both \textcite and \textcites, you'll now
get the author's name(s) followed by a headless _short_ citation
(or citations) placed within parentheses. You can use
\renewcommand in the preamble of your document to redefine the new
\foottextcite and \foottextcites commands to change this
formatting. See section 4.3.1 of biblatex-chicago.pdf.
Other New Features:
- This release includes support, in all styles, for biblatex's
multi-volume entry types: MVBook, MVCollection, MVProceedings, and
MVReference.
- If you use Biber, I have added several new inheritance schemes to
all styles to make cross-referenced entries work more smoothly:
InCollection entries can now inherit from MVBook just as they do
from MVCollection entries; Letter entries now inherit from Book,
Collection, MVBook, and MVCollection entries the same way an InBook
or an InCollection entry would; the "namea," "nameb," "sortname,"
"sorttitle," and "sortyear" fields, all highly single-entry
specific, are no longer inheritable; and the "date" and "origdate"
fields of any MV* entry will _not_ be inherited by any other entry
type.
- Following a bug report by Henry D. Hollithron, I've added to
Unpublished entries in all styles the possibility of including an
"editor," "translator," etc.
- Thanks to bug reports from Denis Maier and Bertold Schweitzer, I
corrected inaccuracies and outright bugs in many entry types in all
Chicago styles that appeared when there was a "booktitle" and not a
"maintitle" or vice versa. This also involved another rewrite of
the code handling the "volume" field and other related fields in
all non-periodical entry types that use them.
- On the subject of the "volume" field, I added a new preamble and
entry option, "delayvolume," to the notes & bibliography style. In
long notes where this data isn't printed before a "maintitle," this
option allows you to print it _after_ the publication information
rather than _before_ it, as may sometimes help clarify things,
according to the Manual. This applies to the non-periodical entry
types only.
- On the same subject, in all styles, I have added a new preamble and
entry option, "hidevolumes." This controls whether, in entries
where a "volume" has been printed before a "maintitle," any
"volumes" field present will also be printed, in this case _after_
the "maintitle." By default, this is set to "true," so that the
"volumes" field won't appear in such circumstances.
- On the same subject, I have modified, in all styles, the field
format for the "part" field, so that if the field contains
something other than a number, biblatex-chicago will print it as
is, capitalizing it if necessary, rather than supplying the usual
bibstring, thus providing a mechanism for altering the string to
your liking. I have also decoupled the "part" field from the
"volume" field, allowing it to be printed even in the absence of
the latter, thereby providing a means to refer to segments of a
larger work that don't easily fit the established schemes. The
iso:electrodoc entry in dates-test.bib shows an example of how this
might work.
- There is a new "omitxrefdate" preamble and entry option in the
notes & bibliography style. It turns off the printing of the
child's "date" next to its "title" in abbreviated book-like entries
_only_, in both notes and bibliography.
- Clea F. Rees requested a way to customize the punctuation when a
volume and a page number appear together like so: "2:204." You can
use \renewcommand in your preamble to redefine the new
\postvolpunct command to achieve this, in all styles. If your
document language is French, cms-french.lbx redefines this already
and prints something like "2 : 204."
- I extended, in all styles, the functions of the "userd" field,
allowing it to modify a "date" field if it hasn't already been
captured by another date specification in the entry.
- A bug report from Mathias Legrand helped clear up inaccuracies in
the presentation of ordinal numbers in all styles.
- For the author-date styles, another bug report by Kenneth Pearce
resulted in the addition of the "labelyear" to the default "cms"
sorting scheme so that more entries in the reference list are
sorted properly without further user intervention.
- George Pigman found an odd punctuation-tracking bug in the
author-date styles. This has been fixed.
- Marc Sommer found a bug in the presentation of the "prenote" field
in the author-date styles. This has been fixed.
- In the notes & bibliography style, I improved the behavior of
abbreviated foot- and endnotes when using the hyperref package.
- I modified the date-presentation code in all the language files
(cms-*.lbx) provided by the package. Now, if an entry contains a
"(*)year" and an "(*)endyear" that are exactly the same, and there
aren't any further month or day specifications, then the "(*)year"
alone will be printed. This allows for the clearing of spurious
"(*)endyears" inherited from parent entries.
- I discovered some unpleasant side effects of my arrangement of the
.lbx files devoted to Norwegian, and reverted to the arrangement as
originally provided by Håkon Malmedal.
Release notes for version 0.9.9c [2013-03-15]:
- I am marking the 15th-edition styles as "deprecated." I recommend
that you switch to one of the 16th-edition styles as soon as is
practicable. The older styles still work, but haven't received any
updates or bug fixes for this release.
- Antti-Juhani Kaijahano has very kindly provided a new Finnish
localization for biblatex-chicago, called cms-finnish.lbx. As you
will see if you look through it, it is still something of a work in
progress. If you would like to fill some of its lacunae, please do
let me know.
- Following a report by Bertold Schweitzer, I have added the "namea"
and "nameb" fields to Article and Review entries in all three
16th-edition Chicago styles. As in all the book-like entry types,
they allow you to associate an editor or a translator specifically
with a "title" rather than, in these cases, with an "issuetitle."
See the docs on these entry types in sections 4.1 and 5.1 in
biblatex-chicago.pdf.
- Thanks to another report by Bertold I have, in all three
16th-edition Chicago styles, corrected inaccuracies in the
presentation of the Report entry type. The "number" now appears
immediately after the "type," and the "type" itself is now
capitalized properly depending on its context in an entry.
- A third report by Bertold, detailing inaccuracies in the treatment
of the "volume" and "volumes" fields in certain contexts, has
resulted in a complete rewrite of the presentation of these (and
several related) fields in all non-periodical entry types in all
three 16th-edition Chicago styles. This won't require any changes
to your .bib files, but the output you see may, in some reasonably
unusual situations, change. Please let me know if something
doesn't look right to you.
- A fourth report by Bertold revealed some inadequacies with multiple
date presentation in the two 16th-edition author-date styles,
issues that particularly involved cross-referenced entries. In
addition to some general fixes in the code, I have also slightly
changed the functioning of the "cmsdate=both" and "cmsdate=on"
switches. If, and only if, a work has only one date, and there is
no "switchdates" in the "options" field, then "cmsdate=on" and
"cmsdate=both" will both result in the suppression of the
"extrayear" field in that entry. See the "date" field docs in
section 5.2 of biblatex-chicago.pdf.
- Following a report by Antti-Juhani Kaijahano, I have modified the
presentation of author-less Article and Review entries in the
reference list of both 16th-edition author-date styles. If such a
source had a "magazine" "entrysubtype," the styles would already
use the "journaltitle" at the head of the entry in the list of
references, but if there was no "entrysubtype" the entry would
appear in the list "date" first. Now, in keeping with the Manual
(14.175), the "title" will appear first, in both reference lists
and in-text citations. See especially under Article in section 5.1
of biblatex-chicago.pdf.
- Several users have pointed out annoying formatting errors in the
16th-edition styles. Evan Cortens spotted two bugs in the notes &
bibliography style, one of which, under various circumstances,
introduced extra spaces into long notes and the other of which
affected the formatting of the "type" field in Thesis entries. I
have fixed both, also applying the latter fix to several other
entry types that use the "type" field. Bertold Schweitzer pointed
out a formatting bug with the "issuesubtitle" field in the
author-date style, now fixed. Mark Sprevak reported some spurious
spaces appearing in headers and footers when using the titleps
package; the culprits were errors in the cms-*.lbx files, now
cleaned up.
- I have rectified a number of other errors, in particular making the
automatic provision of abbreviated cross-references more robust in
InCollection, InProceedings, and Letter entries, improving the
behavior of the "postnote" field in certain corner cases, fixing
bugs in the handling of "pagination" and "bookpagination" fields,
and slightly altering the placement of the "addendum" field in
book-like entries to bring it closer to the Manual's specification.
A number of other, smaller improvements should also bring the
styles into closer conformity with the specification.
Release notes for version 0.9.9b [2012-12-06]:
- This release contains a new variant of the author-date style,
available as the "authordate-trad" option when loading
biblatex-chicago. This provides the traditional, plain,
pre-16th-edition Chicago title handling -- sentence-style
capitalization, absence of quotation marks in Article titles and
the like -- but in all other respects follows the 16th-edition
specification, as suggested by the Manual (15.45). Remember that
the "headline" package option can be used to turn off the automatic
sentence-style capitalization, meaning that titles will appear as
presented in the .bib file, at least as far as capitalization is
concerned. Please see especially the documentation under "title"
in section 5.2 of biblatex-chicago.pdf for the details.
- I have updated calls to \DeclareLabelname and \DeclareLabelyear in
several .cbx files so that the package works correctly with the
most recent version (2.4) of biblatex.
- Following a request by Norman Gray, and adapting code by Audrey
Boruvka, I have included a \textcite (and a \textcites) command in
the notes & bibliography style for the first time.
- Following a request by Daniel Possenriede, I have added in all
three 16th-edition styles a new switch, "only", to the "doi"
option, which prints the "doi" field when present and the "url"
field only when there is no "doi." The package default remains,
however, "true".
- I am grateful to Baldur Kristinsson for providing an Icelandic
localization file for biblatex-chicago, called cms-icelandic.lbx.
You'll see if you look through it that it is still something of a
work in progress, but it should cover most needs in that language
very well. If you would like to fill in some of the gaps please
let me know.
- I am also grateful to Håkon Malmedal for providing Norwegian
localizations for biblatex-chicago, contained in the files
cms-norsk.lbx, cms-norwegian.lbx, and cms-nynorsk.lbx.
- I have added a new British localization, cms-british.lbx. The
"british" option to babel should now work without further
intervention. For further details on the usage of all these
localizations please see section 6 of biblatex-chicago.pdf.
- Several users have reported a bug that resulted in doubled
bibstrings in certain contexts. This happened only when using
localizations for which biblatex-chicago didn't have explicit
support, and it should now be fixed.
- I have changed the way the 16th-edition author-date styles handle
the Ibidem mechanism. In the absence of a "postnote" field you no
longer get empty parentheses, but rather a standard in-text
citation. If you do have a "postnote" field, then only that will
appear.
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) 2008-2018 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.
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