Fwd: [Refdb-users] AUTHORLIST's ALTERNATETEXT and ALTERNATESTYLE attributes not producing correct output

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Fwd: [Refdb-users] AUTHORLIST's ALTERNATETEXT and ALTERNATESTYLE attributes not producing correct output

Bruce D'Arcus
Begin forwarded message:

> From: "Bruce D'Arcus" <[hidden email]>
> Date: February 13, 2005 9:20:14 AM EST
> To: [hidden email]
> Cc: [hidden email]
> Subject: Re: [Refdb-users] AUTHORLIST's ALTERNATETEXT and
> ALTERNATESTYLE attributes not producing correct output
>
> Damn, another email I just lost.  Anyway ...
>
> David wrote:
>
>> Some time ago support for alternative author text was added.  Many
>> bibliographic styles use the pseudo-author 'Anonymous' when there is
>> no known author for a work.  Other styles, however, use the title in
>> place of author when the author is missing.  The ALTERNATETEXT and
>> ALTERNATESTYLE attributes for AUTHORLIST enable the user to specifiy
>> an alternate field to use for author when the author is missing.  
>> ALTERNATESTYLE provides for the alternate text to be rendered in a
>> style different to that used for 'regular' authors -- most such
>> styles would render title-as-author in italic.
>
> I'm curious about this question as I'm tackling it for my CSL schema.  
> I actually think it's rather tricky.
>
> Observations:
>
> 1)  What here is called "author" is in fact two different things.
>
> a.  a creator (broader than author) name
> b.  a sort key
>
> 2)  While for almost all reference types the creator = the sort key,
> there are exceptions.  Consider, for example, a legal case:
>
> Doe v. Jones (2002) ...
>
> "Doe v. Jones" is in fact a title, so that becomes what I call in my
> system a "nonname-substitute."
>
> Here's the trick part though:
>
> Structurally-speaking, legal cases share the same structure as a
> periodical article.  However, if a name is missing on a newspaper
> article, then the periodical title usually substitutes for it.
>
> OK, so I was then thinking maybe the specification of this
> redirect/substitution should not happen in the author/name list
> configuration, but rather in the main layout.
>
> So I have stuff like this currently:
>
>       <reftype name="book">
>         <creator>
>           <names noname-substitute="Anonymous"/>
>           <role>
>             <prefix> </prefix>
>           </role>
>         </creator>
>         <date>
>
> .... and:
>
>       <reftype name="article">
>         <creator>
>           <names  noname-substitute="periodical-title"/>
>         </creator>
>         <date>
>
> But this is somewhat awkward because the same logic ought to apply to
> the citation mark too!  Nevermind mind even that using attributes to
> indicate both CDATA *and* pointers to nodes seems like a hack.
>
> One possibility is a new top-level element called "sort-key".
>
> In any case, my goal all along has been a schema that is easy to
> represent in a GUI, and is as simple as possible to get the necessary
> functionality.  Here's an example (without the added feature).  I'm a
> bit stuck, and would appreciate suggestions.
>
> <?xml version="1.0" encoding="utf-8"?>
> <citationstyle xmlns="http://purl.org/NET/xbiblio/csl"
> class="author-year"
>   xml:lang="en">
>   <info>
>     <title>author-year</title>
>     <author>
>       <name>Bruce D’Arcus</name>
>     </author>
>     <dateCreated>2004-07-30</dateCreated>
>     <dateModified>2005-02-11</dateModified>
>     <basedOn>
>       <title>Chicago</title>
>       <version>15</version>
>     </basedOn>
>     <field>geography</field>
>     <description>sample style file for author-year class</description>
>   </info>
>   <content>
>     <names initialize-with=". " shorten-after="3" and-as="&amp;"/>
>     <dates>
>       <months>
>         <month number="1">Jan</month>
>         <month number="2">Feb</month>
>         <month number="3">Mar</month>
>         <month number="4">Apr</month>
>         <month number="5">May</month>
>         <month number="6">Jun</month>
>         <month number="7">Jul</month>
>         <month number="8">Aug</month>
>         <month number="9">Sep</month>
>         <month number="10">Oct</month>
>         <month number="11">Nov</month>
>         <month number="12">Dec</month>
>       </months>
>     </dates>
>     <locators>
>       <locator unit="page">
>         <renderas>
>           <single>p. </single>
>           <multiple>pp. </multiple>
>         </renderas>
>       </locator>
>       <locator unit="paragraph">
>         <renderas>
>           <single>¶ </single>
>           <multiple>¶¶ </multiple>
>         </renderas>
>       </locator>
>       <locator unit="section">
>         <renderas>
>           <single>§ </single>
>           <multiple>§§ </multiple>
>         </renderas>
>       </locator>
>     </locators>
>     <terms>
>       <roles>
>         <role term="editor">
>           <renderas>
>             <single>Ed.</single>
>             <multiple>Eds.</multiple>
>           </renderas>
>         </role>
>         <role term="translator">
>           <renderas>
>             <single>tran.</single>
>             <multiple>trans.</multiple>
>           </renderas>
>         </role>
>       </roles>
>       <genres>
>         <genre term="dissertation">
>           <renderas>PhD Dissertation</renderas>
>         </genre>
>         <genre term="letter">
>           <renderas>letter</renderas>
>         </genre>
>       </genres>
>       <media>
>         <medium term="cdrom">
>           <renderas>CD-ROM</renderas>
>         </medium>
>       </media>
>     </terms>
>     <citation>
>       <prefix>(</prefix>
>       <entry delimiter="; ">
>         <creator>
>           <names-short/>
>           <suffix>, </suffix>
>         </creator>
>         <year/>
>         <point>
>           <prefix>: </prefix>
>         </point>
>       </entry>
>       <suffix>)</suffix>
>     </citation>
>     <bibliography author-as-sort-order="first-author"
> author-shorten="yes">
>       <reftype name="book">
>         <creator>
>           <names/>
>           <role>
>             <prefix/>
>           </role>
>         </creator>
>         <date>
>           <year>
>             <prefix> (</prefix>
>             <suffix>) </suffix>
>           </year>
>         </date>
>         <title font-style="italic">
>           <suffix>, </suffix>
>         </title>
>         <origin>
>           <place/>
>           <publisher>
>             <prefix>:</prefix>
>           </publisher>
>         </origin>
>         <genre>
>           <suffix>, </suffix>
>         </genre>
>         <medium>
>           <prefix>(</prefix>
>           <suffix>)</suffix>
>         </medium>
>         <availability>
>           <physicalLocation>
>             <suffix>, </suffix>
>           </physicalLocation>
>           <url>
>             <prefix>, </prefix>
>           </url>
>         </availability>
>       </reftype>
>       <reftype name="chapter">
>         <creator>
>           <names/>
>           <role>
>             <prefix/>
>           </role>
>           <suffix/>
>         </creator>
>         <date>
>           <year>
>             <prefix> (</prefix>
>             <suffix>) </suffix>
>           </year>
>         </date>
>         <title/>
>         <container>
>           <prefix>, In </prefix>
>           <creator>
>             <names/>
>             <role>
>               <prefix/>
>             </role>
>             <suffix>, </suffix>
>           </creator>
>           <title font-style="italic"/>
>           <series>
>             <title>
>               <prefix>, </prefix>
>               <suffix>, </suffix>
>             </title>
>           </series>
>           <origin>
>             <prefix> (</prefix>
>             <place/>
>             <publisher>
>               <prefix>:</prefix>
>             </publisher>
>             <suffix>) </suffix>
>           </origin>
>           <part-details>
>             <prefix/>
>             <pages/>
>           </part-details>
>         </container>
>         <genre>
>           <prefix>, </prefix>
>         </genre>
>         <availability>
>           <prefix>, </prefix>
>           <physicalLocation/>
>           <url/>
>         </availability>
>       </reftype>
>       <reftype name="article">
>         <creator>
>           <names/>
>         </creator>
>         <date>
>           <year>
>             <prefix> (</prefix>
>             <suffix>) </suffix>
>           </year>
>         </date>
>         <title>
>           <suffix>, </suffix>
>         </title>
>         <container>
>           <title font-style="italic">
>             <suffix>, </suffix>
>           </title>
>           <origin/>
>           <part-details>
>             <date>
>               <month>
>                 <suffix/>
>               </month>
>               <day>
>                 <prefix/>
>               </day>
>               <suffix>, </suffix>
>             </date>
>             <volume/>
>             <issue>
>               <prefix>(</prefix>
>               <suffix>)</suffix>
>             </issue>
>             <pages/>
>           </part-details>
>         </container>
>         <genre>
>           <suffix>, </suffix>
>         </genre>
>         <medium>
>           <prefix> (</prefix>
>           <suffix>), </suffix>
>         </medium>
>         <availability>
>           <prefix>available from: </prefix>
>           <physicalLocation>
>             <prefix>, </prefix>
>           </physicalLocation>
>           <url>
>             <prefix>, </prefix>
>           </url>
>         </availability>
>       </reftype>
>       <reftype name="legal case">
>         <title>
>           <suffix> </suffix>
>         </title>
>         <date>
>           <year>
>             <prefix> (</prefix>
>             <suffix>) </suffix>
>           </year>
>         </date>
>         <container>
>           <title font-style="italic">
>             <suffix>, </suffix>
>           </title>
>           <origin/>
>           <part-details>
>             <date>
>               <month>
>                 <suffix/>
>               </month>
>               <day>
>                 <prefix/>
>               </day>
>             </date>
>             <volume>
>               <prefix>, </prefix>
>             </volume>
>             <issue>
>               <prefix>(</prefix>
>               <suffix>)</suffix>
>             </issue>
>             <pages/>
>           </part-details>
>         </container>
>         <genre>
>           <suffix>, </suffix>
>         </genre>
>         <medium>
>           <prefix> (</prefix>
>           <suffix>), </suffix>
>         </medium>
>         <availability>
>           <prefix>available from: </prefix>
>           <physicalLocation>
>             <prefix>, </prefix>
>           </physicalLocation>
>           <url>
>             <prefix>, </prefix>
>           </url>
>         </availability>
>       </reftype>
>       <reftype name="conference paper">
>         <creator>
>           <names/>
>         </creator>
>         <date>
>           <year>
>             <prefix> (</prefix>
>             <suffix>) </suffix>
>           </year>
>         </date>
>         <title>
>           <suffix>, </suffix>
>         </title>
>         <container>
>           <conference font-style="italic">
>             <suffix>, </suffix>
>           </conference>
>           <origin>
>             <place>
>               <prefix>, </prefix>
>             </place>
>           </origin>
>         </container>
>       </reftype>
>     </bibliography>
>   </content>
> </citationstyle>
>
> Bruce
>
>
>
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configuring sort keys

Bruce D'Arcus
David -- the ticket I added is referring to this issue; I forwarded the
note to the list last week.  The basic problem is that I can't get
legal cases the correctly render now.  Addressing this correctly has
the potential to make CSL significantly more complex, which I'd like to
avoid if possible.

Observations:

1)  What here is called "author" is in fact two different things.

        a.  a creator (broader than author) name
        b.  a sort key

2)  While for almost all reference types the creator = the sort key,
there are exceptions.  Consider, for example, a legal case:

        Doe v. Jones (2002) ...

"Doe v. Jones" is in fact a title, so that becomes what I call in my
system a "nonname-substitute."

Here's the trick part though:

Structurally-speaking, legal cases share the same structure as a
periodical article.  However, if a name is missing on a newspaper
article, then the periodical title usually substitutes for it.

OK, so I was then thinking maybe the specification of this
redirect/substitution should not happen in the author/name list
configuration, but rather in the main layout.

So I have stuff like this currently:

       <reftype name="book">
         <creator>
           <names noname-substitute="Anonymous"/>
           <role>
             <prefix> </prefix>
           </role>
         </creator>
         <date>

.... and:

       <reftype name="article">
         <creator>
           <names  noname-substitute="periodical-title"/>
         </creator>
         <date>

But this is somewhat awkward because the same logic ought to apply to
the citation mark too!  Nevermind mind even that using attributes to
indicate both CDATA *and* pointers to nodes seems like a hack.

One possibility is a new top-level element called "sort-key".

In any case, my goal all along has been a schema that is easy to
represent in a GUI, and is as simple as possible to get the necessary
functionality.  Here's an example (without the added feature).  I'm a
bit stuck, and would appreciate suggestions.

<?xml version="1.0" encoding="utf-8"?>
<citationstyle xmlns="http://purl.org/NET/xbiblio/csl"
class="author-year"
   xml:lang="en">
   <info>
     <title>author-year</title>
     <author>
       <name>Bruce D’Arcus</name>
     </author>
     <dateCreated>2004-07-30</dateCreated>
     <dateModified>2005-02-11</dateModified>
     <basedOn>
       <title>Chicago</title>
       <version>15</version>
     </basedOn>
     <field>geography</field>
     <description>sample style file for author-year class</description>
   </info>
   <content>
     <names initialize-with=". " shorten-after="3" and-as="&amp;"/>
     <dates>
       <months>
         <month number="1">Jan</month>
         <month number="2">Feb</month>
         <month number="3">Mar</month>
         <month number="4">Apr</month>
         <month number="5">May</month>
         <month number="6">Jun</month>
         <month number="7">Jul</month>
         <month number="8">Aug</month>
         <month number="9">Sep</month>
         <month number="10">Oct</month>
         <month number="11">Nov</month>
         <month number="12">Dec</month>
       </months>
     </dates>
     <locators>
       <locator unit="page">
         <renderas>
           <single>p. </single>
           <multiple>pp. </multiple>
         </renderas>
       </locator>
       <locator unit="paragraph">
         <renderas>
           <single>¶ </single>
           <multiple>¶¶ </multiple>
         </renderas>
       </locator>
       <locator unit="section">
         <renderas>
           <single>§ </single>
           <multiple>§§ </multiple>
         </renderas>
       </locator>
     </locators>
     <terms>
       <roles>
         <role term="editor">
           <renderas>
             <single>Ed.</single>
             <multiple>Eds.</multiple>
           </renderas>
         </role>
         <role term="translator">
           <renderas>
             <single>tran.</single>
             <multiple>trans.</multiple>
           </renderas>
         </role>
       </roles>
       <genres>
         <genre term="dissertation">
           <renderas>PhD Dissertation</renderas>
         </genre>
         <genre term="letter">
           <renderas>letter</renderas>
         </genre>
       </genres>
       <media>
         <medium term="cdrom">
           <renderas>CD-ROM</renderas>
         </medium>
       </media>
     </terms>
     <citation>
       <prefix>(</prefix>
       <entry delimiter="; ">
         <creator>
           <names-short/>
           <suffix>, </suffix>
         </creator>
         <year/>
         <point>
           <prefix>: </prefix>
         </point>
       </entry>
       <suffix>)</suffix>
     </citation>
     <bibliography author-as-sort-order="first-author"
author-shorten="yes">
       <reftype name="book">
         <creator>
           <names/>
           <role>
             <prefix/>
           </role>
         </creator>
         <date>
           <year>
             <prefix> (</prefix>
             <suffix>) </suffix>
           </year>
         </date>
         <title font-style="italic">
           <suffix>, </suffix>
         </title>
         <origin>
           <place/>
           <publisher>
             <prefix>:</prefix>
           </publisher>
         </origin>
         <genre>
           <suffix>, </suffix>
         </genre>
         <medium>
           <prefix>(</prefix>
           <suffix>)</suffix>
         </medium>
         <availability>
           <physicalLocation>
             <suffix>, </suffix>
           </physicalLocation>
           <url>
             <prefix>, </prefix>
           </url>
         </availability>
       </reftype>
       <reftype name="chapter">
         <creator>
           <names/>
           <role>
             <prefix/>
           </role>
           <suffix/>
         </creator>
         <date>
           <year>
             <prefix> (</prefix>
             <suffix>) </suffix>
           </year>
         </date>
         <title/>
         <container>
           <prefix>, In </prefix>
           <creator>
             <names/>
             <role>
               <prefix/>
             </role>
             <suffix>, </suffix>
           </creator>
           <title font-style="italic"/>
           <series>
             <title>
               <prefix>, </prefix>
               <suffix>, </suffix>
             </title>
           </series>
           <origin>
             <prefix> (</prefix>
             <place/>
             <publisher>
               <prefix>:</prefix>
             </publisher>
             <suffix>) </suffix>
           </origin>
           <part-details>
             <prefix/>
             <pages/>
           </part-details>
         </container>
         <genre>
           <prefix>, </prefix>
         </genre>
         <availability>
           <prefix>, </prefix>
           <physicalLocation/>
           <url/>
         </availability>
       </reftype>
       <reftype name="article">
         <creator>
           <names/>
         </creator>
         <date>
           <year>
             <prefix> (</prefix>
             <suffix>) </suffix>
           </year>
         </date>
         <title>
           <suffix>, </suffix>
         </title>
         <container>
           <title font-style="italic">
             <suffix>, </suffix>
           </title>
           <origin/>
           <part-details>
             <date>
               <month>
                 <suffix/>
               </month>
               <day>
                 <prefix/>
               </day>
               <suffix>, </suffix>
             </date>
             <volume/>
             <issue>
               <prefix>(</prefix>
               <suffix>)</suffix>
             </issue>
             <pages/>
           </part-details>
         </container>
         <genre>
           <suffix>, </suffix>
         </genre>
         <medium>
           <prefix> (</prefix>
           <suffix>), </suffix>
         </medium>
         <availability>
           <prefix>available from: </prefix>
           <physicalLocation>
             <prefix>, </prefix>
           </physicalLocation>
           <url>
             <prefix>, </prefix>
           </url>
         </availability>
       </reftype>
       <reftype name="legal case">
         <title>
           <suffix> </suffix>
         </title>
         <date>
           <year>
             <prefix> (</prefix>
             <suffix>) </suffix>
           </year>
         </date>
         <container>
           <title font-style="italic">
             <suffix>, </suffix>
           </title>
           <origin/>
           <part-details>
             <date>
               <month>
                 <suffix/>
               </month>
               <day>
                 <prefix/>
               </day>
             </date>
             <volume>
               <prefix>, </prefix>
             </volume>
             <issue>
               <prefix>(</prefix>
               <suffix>)</suffix>
             </issue>
             <pages/>
           </part-details>
         </container>
         <genre>
           <suffix>, </suffix>
         </genre>
         <medium>
           <prefix> (</prefix>
           <suffix>), </suffix>
         </medium>
         <availability>
           <prefix>available from: </prefix>
           <physicalLocation>
             <prefix>, </prefix>
           </physicalLocation>
           <url>
             <prefix>, </prefix>
           </url>
         </availability>
       </reftype>
       <reftype name="conference paper">
         <creator>
           <names/>
         </creator>
         <date>
           <year>
             <prefix> (</prefix>
             <suffix>) </suffix>
           </year>
         </date>
         <title>
           <suffix>, </suffix>
         </title>
         <container>
           <conference font-style="italic">
             <suffix>, </suffix>
           </conference>
           <origin>
             <place>
               <prefix>, </prefix>
             </place>
           </origin>
         </container>
       </reftype>
     </bibliography>
   </content>
</citationstyle>

Bruce



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Re: configuring sort keys

Bruce D'Arcus
Here's an idea

1)  Define the sort-key explicitly, in the bibliography layout:

     <bibliography author-as-sort-order="first-author"
author-shorten="yes">
       <reftype name="article">
         <sort-key>
           <creator>
             <names/>
             <role>
               <prefix/>
             </role>
           </creator>
           <alternate use="container-title"/> <!-- content of element
could be text -->
         </sort-key>
         ...

2)  Then use that to figure out how to format the citation (they
wouldn't ever be different; right?):

     <citation>
       <prefix>(</prefix>
       <entry delimiter="; ">
         <sort-key form="short">
           <suffix>, </suffix>
         </sort-key>
         <year/>
         <point>
           <prefix>: </prefix>
         </point>
       </entry>
       <suffix>)</suffix>
     </citation>

It's simple.  Will it work?  A GUI might be a little tricky.

Also, it's a little awkward to include the role in the key, because
it's really a separate issue.  Yet separating it out is also a bit
awkward; would result in:

         <sort-key>
           <creator>
             <names/>
           </creator>
           <alternate use="container-title"/> <!-- content of element
could be text -->
         </sort-key>
         <role>
           <prefix/>
         </role>

Blah.

Bruce



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Re: configuring sort keys

M. David Peterson-2
Hey Bruce,

When I get back later this evening I will run through this and see
what can be done.  I'm rushing to get ready for my presentation at
noon at the moment but will have a good chunk of time this evening to
run through it.

Cheers  :)

<M:D/>


On Sat, 19 Feb 2005 12:53:04 -0500, Bruce D'Arcus <[hidden email]> wrote:

> Here's an idea
>
> 1)  Define the sort-key explicitly, in the bibliography layout:
>
>      <bibliography author-as-sort-order="first-author"
> author-shorten="yes">
>        <reftype name="article">
>          <sort-key>
>            <creator>
>              <names/>
>              <role>
>                <prefix/>
>              </role>
>            </creator>
>            <alternate use="container-title"/> <!-- content of element
> could be text -->
>          </sort-key>
>          ...
>
> 2)  Then use that to figure out how to format the citation (they
> wouldn't ever be different; right?):
>
>      <citation>
>        <prefix>(</prefix>
>        <entry delimiter="; ">
>          <sort-key form="short">
>            <suffix>, </suffix>
>          </sort-key>
>          <year/>
>          <point>
>            <prefix>: </prefix>
>          </point>
>        </entry>
>        <suffix>)</suffix>
>      </citation>
>
> It's simple.  Will it work?  A GUI might be a little tricky.
>
> Also, it's a little awkward to include the role in the key, because
> it's really a separate issue.  Yet separating it out is also a bit
> awkward; would result in:
>
>          <sort-key>
>            <creator>
>              <names/>
>            </creator>
>            <alternate use="container-title"/> <!-- content of element
> could be text -->
>          </sort-key>
>          <role>
>            <prefix/>
>          </role>
>
> Blah.
>
> Bruce
>
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--
<M:D/>

:: M. David Peterson ::
XML & XML Transformations, C#, .NET, and Functional Languages Specialist


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Re: configuring sort keys

Bruce D'Arcus
In reply to this post by Bruce D'Arcus
Just to flag my last post on this before tackling it David.  The
previous one in this thread is more explanation of the issue.

Bruce

On Feb 19, 2005, at 12:53 PM, Bruce D'Arcus wrote:

> Here's an idea
>
> 1)  Define the sort-key explicitly, in the bibliography layout:
>
>     <bibliography author-as-sort-order="first-author"
> author-shorten="yes">
>       <reftype name="article">
>         <sort-key>
>           <creator>
>             <names/>
>             <role>
>               <prefix/>
>             </role>
>           </creator>
>           <alternate use="container-title"/> <!-- content of element
> could be text -->
>         </sort-key>
>         ...
>
> 2)  Then use that to figure out how to format the citation (they
> wouldn't ever be different; right?):
>
>     <citation>
>       <prefix>(</prefix>
>       <entry delimiter="; ">
>         <sort-key form="short">
>           <suffix>, </suffix>
>         </sort-key>
>         <year/>
>         <point>
>           <prefix>: </prefix>
>         </point>
>       </entry>
>       <suffix>)</suffix>
>     </citation>
>
> It's simple.  Will it work?  A GUI might be a little tricky.
>
> Also, it's a little awkward to include the role in the key, because
> it's really a separate issue.  Yet separating it out is also a bit
> awkward; would result in:
>
>         <sort-key>
>           <creator>
>             <names/>
>           </creator>
>           <alternate use="container-title"/> <!-- content of element
> could be text -->
>         </sort-key>
>         <role>
>           <prefix/>
>         </role>
>
> Blah.
>
> Bruce