Release notes for version 2.3a [2022-11-17]: This release backports a bug-fix from the most recent LaTeX3 programming layer. If you are using biblatex 3.18b and an older L3 layer then the processing of your documents could fail and fall into an infinite loop, leaving behind an inscrutable message in your log file. This update should prevent that, and also fixes a few other minor glitches. Release notes for version 2.3 [2022-07-02]: All styles now require the current biblatex (3.18) and biber (2.18). - Since the release of biblatex 3.17, the full array of ISO8601-2 year divisions (seasons, quarters, quadrimestrals, semestrals, etc.) is available to its users, and biblatex-chicago has followed suit in all styles. The Manual itself, as far as I know, mentions only the seasons, but if you use a month specification higher than 24 in a "date" field you can access these new divisions. Cf. Table 3 in biblatex-chicago.pdf. - Since biblatex provides a mechanism for localizing name presentation in the reference apparatus, Philipp Immel suggested I add an option to facilitate access to it for users of biblatex-chicago. The "cmsnameparts" option is the result, and is available in all styles. Please consult section 7.1 in biblatex-chicago.pdf for all the details. - Philipp also pointed out that the name parts code requires the standard biblatex option "uniquename" to be turned on in the notes & bibliography style. (It's now set to "minfull".) This fixes an ancient bug, as Chicago has always required authors with the same surname to be distinguished by initials or full given names in short notes (14.32). - Patrick Danilevici pointed out that, in languages that don't use the Oxford comma, it was generally wrong to have a comma after the first, reversed name in an author list consisting of only two names. I have removed it in such languages, but if you still want the old behavior you can set something like the following in your preamble: \DeclareDelimFormat{revsdnamedelim}{\addcomma}. - After a request by Ryo Furue, I've added the "onlynd" switch to the "doi" package option in all styles in order to suppress both the "url" and the "urldate", rather than just the former. See sections 4.4.2 and 5.4.2 in biblatex-chicago.pdf. - After a bug report from Jon Arnold, I have tried to fix the field-inheritance schemes for Audio, Music, and Video entries, which should now work more intuitively in all styles if you use "crossref" fields in them. Concretely, this means that a "title" in one such entry (identifying a complete work or collection) can become a "booktitle" in the child entry, identifying the work of which the "title" is only one part. - Tobias Becht suggests that using specialized citation commands for printing author-only citations of ancient works (cf. Manual 14.244-5) is unnecessarily awkward. I have therefore provided the "notitle" option (sections 4.4.3 and 5.4.3 in biblatex-chicago.pdf) to turn a short author-title citation (whether in the notes & bibliography style or the author-date styles) into an author-only citation. You can set this option by entry type or in the "options" field of individual entries. - Tobias also pointed out that the Manual permits using short citations of ancient, medieval, and Renaissance works right from the first citation in the notes & bibliography style, even if you don't want to do the same for the entire document. You can therefore now set the package option "short" for the whole document, for specific entry types, and for specific entries. - Again at Tobias' prompting, I've modified how the ibidem mechanism works for entries with "classical" "entrysubtype". This includes following the Manual's guidelines about suppressing the "ibid." string when using abbreviated forms of authors' names (unless you've set "useibid=true" in the "options" field of the entry itself). I've also made the "noibid" and "useibid" options more granular, the former in all styles and the latter in notes & bibliography. You can now set them globally, per type, and per entry. - Having noticed that the "journaltitleaddon" field is standard in biblatex, I have added it to the Article and Review types, as well as adding the "titleaddon" field to the Periodical type, and this in all styles. The "jtitleaddon" option controls the separator between the main title and the annex in all these cases. It is set to "space" by default. See sections 4.4.2 and 5.4.2 of biblatex-chicago.pdf. - Alanna Warner-Smith reported that the author-date styles weren't distinguishing citations with "extradate" letters when a "journaltitle" replaced the "author". This is, I hope, fixed. - After input from Claudius Ellsel, I've revised the hyperref functionality in the author-date styles, allowing you to choose which parts of a citation will act as links to the entry in the reference list. Two new user options, "hyperall" and "hypername", complement the pre-existing "hypertitle" to give more fine-grained control. All of these options are available globally, per type, and per entry. See section 5.4.3 of biblatex-chicago.pdf. - After a request from Samuel Foster, I've provided the "suppressnoterefs" option for the notes & bibliography style, settable per entry type and per entry, which prevents the printing of the "noteref" back reference after such entries. This may be more convenient than using the specialized citation commands to achieve the same end. Cf. section 4.4.4. - There were many other bugfixes, including another attempt to make the "postnotepunct" option work more reliably, improvements to "shorthand" behavior in the author-date styles, and fixes, suggested by David Thiel, to the hyperref functionality when using cmsendnotes.sty. Release notes for version 2.2 [2021-06-30]: All styles still require the current biblatex (3.16) and biber (2.16). The next release of biblatex (3.17) will necessitate some changes to Chicago's date handling, so a new release of biblatex-chicago will, I hope, follow swiftly on that of biblatex. - Marçal Orteu Punsola has very generously provided a Spanish localization for biblatex-chicago (cms-spanish.lbx). - I have modified several other localization files, fixing typos and ensuring minimal harmony when Chicago provides the short string (in notes) and standard biblatex the same string in long form (in the bibliography). Release notes for version 2.1 [2021-03-27]: This release contains several new features, some modifications for compatibility with the latest biblatex, and many bug fixes. All styles require the latest biblatex (3.16) and biber (2.16). - Patrick Danilevici has very generously provided a Romanian localization for biblatex-chicago (cms-romanian.lbx) to go with the romanian.lbx he wrote for biblatex itself. The only hitch is that the latter file won't be in the standard biblatex package until the next release, so you'll have to grab it from GitHub https://github.com/plk/biblatex/tree/dev/tex/latex/biblatex/lbx until then. - Moritz Wemheuer recommended that I include the standard biblatex macro "begentry" at the start of all drivers in both Chicago styles, with an empty definition by default. This allows users to redefine it in their preambles and thereby inject their code into the driver before anything is printed. - Moritz also drew my attention to a question on StackExchange which suggested that I should expand the applicability of the "annotation" field, so I've modified the "annotation" option in all styles to allow the field to appear both in bibliography (reference list) and in long notes, and also added two new options in all styles, "bibannotesep" and "citeannotesep," which allow you to define how the "annotation" field will relate to the main entry. The options have different defaults, and although they have the same pre-defined keys those keys may have slightly different meanings depending on whether the "annotation" is to appear in notes or bibliography. Please see the docs of field and options in sections 4.2, 4.4.2, 4.4.3, 5.2, 5.4.2, and 5.4.3 of biblatex-chicago.pdf. - On a related subject, I have included two new options in all styles -- "formatbib" and "entrybreak" -- which provide fine-grained control of page breaking in bibliographies and reference lists. Some of the values of these options are designed to be used with specific values of the "bibannotesep" option, so please see the documentation in sections 4.4.3 and 5.4.3. - In the notes & bibliography style Fr. Norbert Keliher requested a way to turn off the printing, in the first citation of a work, of the introduction -- (hereafter cited as ...) -- of a "shorthand" that will appear in subsequent citations. The "shorthandintro" option is now available globally, per type, and per entry to allow you to control the (non)appearance of this clarifying notification. By default, the first citation of a work will continue to present the "shorthand" as it always has. Please see section 4.4.3 for the details. - Philipp Immel requested a feature involving the "nameaddon" field, and pointed to a discussion on StackExchange which suggested that others were also unsatisfied with that field's functionality, so in this release I've provided three new package options to allow users to mould it to their needs. The options are called "nameaddon," "nameaddonformat," and "nameaddonsep," and you can find all the details in the "nameaddon" docs in sections 4.2. and 5.2. Cf. also the discussions of the options in sections 4.4.2, 4.4.3, 5.4.2, and 5.4.3. Allow me to emphasize that the package defaults remain exactly the same as before, so that if you don't set any of the new options no changes to your documents or .bib databases are necessary. - Philipp Immel also requested a way to use the standard biblatex option "datamodel" even when loading the Chicago styles with \usepackage{biblatex-chicago}. Implementing this allowed me to regularize how the standard "mcite" and "natbib" options were passed through to biblatex, and also to support the new biblatex "casechanger" option, which can help solve a bug reported by Peter Mukunda Pasedach. See sections 4.4.3 and 5.4.3. - The new "relatedtype" "short" is available in all styles to allow the presentation of short references rather than full ones when using the "related" mechanism. See sections 4.2.1 and 5.2.1. - In a similar vein, I have provided new \citeincite and \fullciteincite commands to allow you, in some contexts, to cite a related work inside the fields of another entry, something which, although not recommended, is common practice, and which has frequently not worked quite right. The \citeincite and \citeincites commands always present short citations, and are available in several fields, while \fullciteincite and \fullciteincites always present long references, and are designed only to be used in the "annotation" field for cases where an annotated bibliography or reference list includes references to works not cited in the main text. See sections 4.3.2 and 5.3.2 for the details. If I've missed yet further tricky corners in this functionality please let me know. - After a request by Patrick Danilevici, I have added the four fields "eventdate," "eventtitle," "eventtitleaddon," and "venue" to the InProceedings, MVProceedings, and Proceedings drivers in all styles, for compatibility with standard biblatex usage. See the docs of those entry types in sections 4.1 and 5.1. - The "postnotepunct" option should generally work now, both in more contexts and with arbitrary "postnote" field contents. - The "dashed" option governing the use of the 3-em dash in bibliographies and reference lists is now available globally, per type, and per entry. Note on the 16th-edition files: - These have been updated for compatibility with the latest biblatex and biber, and there are also a number of bug fixes included. I haven't added any new functionality to the files, so for instance if you want to use the new Romanian localization you'll need the current 17th-edition styles. With this release I am marking the 16th-edition files as deprecated, and will remove them in a future release. Please consider moving your documents to the current specification, where all of my development time is now spent. Release notes for version 2.0 [2020-04-20]: With this release biblatex-chicago now by default follows the 17th edition of the Manual. If for any reason you need to keep using the 16th-edition styles, they are still available by calling "notes16," "authordate16," or "authordate-trad16" when you load biblatex-chicago. All six available styles require the latest biblatex (3.14) and also biber (2.14) as the backend -- other backends will no longer work properly in any style. I strongly encourage you to use the 17th-edition styles if at all possible, simply because nearly all of my development time has been spent on them, and they contain a great many fixes and enhancements that haven't made it back into the 16th-edition styles. In what follows you'll see what changes you'll need to make to update your documents for the new edition. In truth, the changes between these two editions have been largely additive, so the actual changes required in your .bib databases or documents will in most cases be very few indeed. After outlining the modifications you may need to make, I'll list the enhancements available in the various styles, including a short discussion of the changes to the 16th-edition styles. Converting from the 16th to the 17th edition: - The 17th edition of the Manual no longer encourages use of "ibid." to replace repeated citations of the same work in the notes & bibliography style, preferring instead to use the author's name alone, along with any page number(s). If you wish to continue using "ibid." in that style, you need to set the new option "useibid=true" when loading biblatex-chicago in your preamble. - If you are loading the package the old-fashioned way, with biblatex and the "style=" option instead of with biblatex-chicago, please be aware that there are two standard packages required by biblatex-chicago that aren't automatically loaded by biblatex: "xstring" and "refname". You'll need to load them in your preamble yourself. - If you've been using the "year" field to present decades like "1950s", this will no longer work accurately in author-date citations. The correct way to do so now is to use one of biblatex's ISO8601-2 date specifications in the "date" field instead, to wit, "195X". Generally, I've tried to make "year" fields like "[1957?]" or "[ca. 1850]" continue to work properly, but here too the best thing to do is to use the new "date" features and present them like "1957?" or "1850~", respectively. This will ensure that both sorting and punctuation work out properly. See table 3 in biblatex-chicago.pdf, and the "date" docs in sections 4.2 and 5.2 of the same document. - If you have been using the "nameaddon" field to hold time stamps for online comments, then you should put the time stamp into the "date" or possibly "eventdate" field, instead, using the ISO8601-2 format implemented by biblatex. See the "date" and "nameaddon" field docs in sections 4.2 and 5.2 of biblatex-chicago.pdf, along with tables 1, 2, and 3. - Following on from the previous item, the 17th edition of the Manual includes more plentiful and more detailed instructions for presenting online materials than were available in previous editions. For users of biblatex-chicago this means that there is now guidance for many more sorts of material than before, so if you have been improvising citations of this sort of material in previous releases it will be worth checking to see whether there are now clearer instructions available. Tables 1 and 2 summarize the new specifications for the notes & bibliography and author-date styles, respectively. Cf. in particular the new "commenton" "relatedtype" in sections 4.2.1 and 5.2.1 of biblatex-chicago.pdf. Also, the Online entry type now prints both "author" and "editor" (or other editorial role) if they exist, and I've moved the "addendum" field _before_ the "url", which fits better with indications in the Manual. If you've been using the "addendum" field to present citations of other entries (as in older versions of biblatex-chicago), please switch to the "related" mechanism, which works better anyway. - On the same subject, if you are using the notes & bibliography style and are retaining the "crossref" field (instead of using the "commenton" "relatedtype") in Review entries as a means of presenting comments on blogs, such entries are now subject to the settings of the "longcrossref" option and will appear in abbreviated form in some full notes and in the bibliography, as has always occurred in InCollection entries, for example. You can set "longcrossref" to "true" to get back the old behavior. - The 17th edition generally encourages more strongly than the 16th the use of only one publisher in the "publisher" field. If you decide to retain more than one, and one of them is a part of an academic publishing consortium, it encourages you to specify this relationship rather than merely listing the two using the keyword "and" in the field. Please see the documentation of the field in sections 4.2 and 5.2 of biblatex-chicago.pdf for the rather minor (and rare) changes this might mandate for your .bib files. - The 17th-edition presentation of Music entries has added a few pieces of information it seems to find desirable -- track number in "chapter" and specification of a lead performer's role in, e.g., "editortype" -- though the basic structure of a 16th-edition .bib entry remains unchanged. Please see the documentation of that entry type in sections 4.1 and 5.1 in biblatex-chicago.pdf. - The 17th edition has added a couple of wrinkles to the Video type specifications. You can now put the broadcast network of a TV show in the "usera" field, and you can also supply the new "entrysubtype" "tvepisode" to print the series title ("booktitle") _before_ the episode title ("title"). Please see the documentation of the entry type in sections 4.1 and 5.1 in biblatex-chicago.pdf. - Both Chicago styles now sentence-case the "title" field in Patent entries, so you may need to put curly braces around words that shouldn't appear in lowercase. - The "pubstate" field now has a more generalized functionality, while maintaining the specialized uses present in earlier releases. In particular, please note now that almost anything you put in the field will be printed somewhere in the entry, and in the case of the author-date styles may appear in a somewhat different part of the entry than that to which you may have become accustomed. If you wish to move this data back to the end of the entry in the author-date styles, then the "addendum" field might be of service. The documentation in sections 4.2 and 5.2 of biblatex-chicago.pdf should help. Other new features common to all styles: - Wouter Lancee has very generously provided a Dutch localization for biblatex-chicago, called cms-dutch.lbx. You can use it by including "dutch" when loading babel. Gustavo Barros has also very kindly provided a much-revised version of his cms-brazilian.lbx. - As mentioned above, this release for the first time implements biblatex's elegant and long-standing support for the ISO8601-2 Extended Format date specification, which means there are now greatly enhanced possibilities for presenting uncertain and unspecified dates and date ranges, along with date eras, seasons, time stamps, and time zones. Table 3 in biblatex-chicago.pdf summarizes the implementation for all Chicago styles, but see also the "date" field in sections 4.2 and 5.2, along with the new package options "alwaysrange", "centuryrange", "decaderange", "nodatebrackets", and "noyearbrackets". - I have also implemented year-range compression in all styles, governed by the new "compressyears" option, set to "true" by default. - Constanza Cordoni requested a way to turn off the printing of the 3-em dash for repeated names in the bibliography or reference list, and the Manual concedes that some publishers prefer this style. Some of biblatex's standard styles have a "dashed" option, so for compatibility purposes I've provided the same. By default, I have set it to "true" to print the name dash, but you can set "dashed=false" in your preamble to repeat names instead throughout your document. - Jan David Hauck suggested I extend the field-exclusion functionality beyond the package options already provided by biblatex-chicago (sections 4.4.2 and 5.4.2 of biblatex-chicago.pdf). First, I made sure that all of those options could be set globally, per type, and per entry. Second, I added the command \suppressbibfield, designed to appear in the preamble, and which will look something like: \suppressbibfield[entrytype,entrytype,...]{field,field,field,...} Please see sections 4.3.1 and 5.3.1 in the pdf for the details. - After a request by user BenVB, I have added support for the biblatex "shortseries" field, which allows you to present abbreviated "series" in book-like entries in all the styles. You can use the "seriesabbrev" option to control where in your document these abbreviated forms will appear. By default, the field is ignored in all styles. You can also print a list of series abbreviations, rather in the manner of a list of shorthands, using a command like: \printbiblist{shortseries}. Please see "shortseries" in sections 4.2 and 5.2 of biblatex-chicago.pdf. - I have added a new preamble option, "cmsbreakurl", which attempts to follow the Manual's instructions for line-breaking inside URLs. It doesn't work 100% accurately, and it doesn't play well with the ragged2e package, but in most circumstances it is at least closer to the Chicago ideal than the biblatex defaults. See sections 4.4.3 and 5.4.3 in biblatex-chicago.pdf. - The Manual now specifies how to present Articles with a unique numeric or alphanumeric ID, which you can place in the "eid" field. If you've been using this field in previous releases you'll notice that the ID has moved to a different place in long notes, bibliography, and list of references. - In Jurisdiction entries, the presentation of the "title" changes depending on whether it appears in a stand-alone citation or as part of the flow of running text, no matter whether the citation is in the main body or in a note. I have provided the \runcite command, in both Chicago styles, for Jurisdiction citations that appear in running text. - N. Andrew Walsh suggested that I allow editorial roles that aren't pre-defined \bibstrings to appear as-is in entries, just as the standard biblatex styles do. I have followed this advice for the "editortype", "editoratype", "editorbtype", "editorctype", and "nameatype" fields, making sure to capitalize the string according to its context. - I have added the "venue" field to Misc entries, both with and without an "entrysubtype". It also appears in the new Performance type. - I have added the "version" and "type" fields to Book entries to help with multimedia app content. This material fits quite well in such entries but needs extra fields to present information about the version of the app and also the system type on which it runs. I added the "type" field to Article, Review, and Online entries for presenting medium information for online multimedia. - I have added support for biblatex's new entry type, Dataset, to allow the citation of scientific databases. See the docs in sections 4.1 and 5.1 of biblatex-chicago.pdf - I have added the "number" field to Misc entries with an "entrysubtype" to help cope with the varieties of location information in different archives. See the Misc docs in sections 4.1 and 5.1. - The new entry type Standard is now available to cite standards published by national or international standards organizations. If you have been using the Book type for such material it might be worth switching to make sure your entries are more in line with the Manual's specifications. See sections 4.1 and 5.1 of biblatex-chicago.pdf for the details. - The new entry type Performance is now available for citing live performances. You can sometimes also use a Misc entry without an "entrysubtype". Cf. sections 4.1 and 5.1. - I have added the "eventdate" field to the Audio entry type to help it cope with the presentation of podcasts, which are new to the 17th edition. Please see the documentation of the entry type in sections 4.1 and 5.1. - I have added the "origdate", "eventdate", "userd", and "howpublished" fields to the Artwork and Image entry types, in response to additional information given in some of the Manual's examples. Please see the documentation of Artwork in sections 4.1 and 5.1. - I have added the "maintitle", "mainsubtitle", and "maintitleaddon" fields to the Article, Periodical, and Review entry types, where it (they) will hold the the name of any larger (usually periodical) publication of which a blog is a part. This departs from standard biblatex usage, but the need for two italicized titles demanded something like it. - I have added a new field-exclusion option, "urlstamp", set to "true" by default, which means that any time stamp associated with the "urldate" will always be printed. You can set it to "false" in the preamble either for the whole document or for specific entry types, or in the "options" field of individual entries. See the docs in sections 4.4.2 and 5.4.2. - The "howpublished" field has accumulated a series of new functions in various entry types, bringing it far from its origins in Booklet, Misc, and Unpublished entries. Please see its documentation in sections 4.2 and 5.2. - In InReference, MVReference, and Reference entries biblatex-chicago no longer considers any of the name fields ("author", "editor", etc.) for sorting purposes in the bibliography or reference list, thus leaving the "title" as the first field to be considered. This may simplify the creation of .bib database entries. New notes & bibliography features: - In keeping with indications in the 17th edition of the Manual, I have provided a means for altering the syntax when presenting multi-volume works, i.e., for presenting the title of the whole series ("maintitle") _before_ the title of individual volumes of that series ("title" or "booktitle"). This involves the use of the new "relatedtypes" "maintitle" and "maintitlenc", which may be used in BookInBook, InBook, InCollection, InProceedings, Letter, MVBook, MVCollection, MVProceedings, and MVReference entries. Please see the detailed documentation of this feature in section 4.2.1, s.v. "relatedtype" "maintitle". - I have implemented a new system of back references from short notes to long notes to help readers find fuller information about a source more quickly and conveniently, as envisaged by the Manual. The feature is enabled with the "noteref" option, and there are several sub-options to control where and what is printed: "fullnoterefs", "noterefinterval", "noterefintro", "pagezeros", "hidezeros", and "endnotesplit". The dependent package cmsendnotes.sty can assist if you use endnotes instead of footnotes in this context. It too has numerous options: "hyper", "enotelinks", "noheader", "blocknotes", "split", "subheadername", "headername", "runningname", and "nosubheader", alongside the new commands \theendnotesbypart and \cmsintrosection. Four new citation commands complete the provisions: \shortrefcite, \shorthandrefcite, \shortcite*, and \shorthandcite*. Please see section 4.4.4 of biblatex-chicago.pdf for all the details, and also cms-noteref-demo.pdf for a brief example and explanation of some of the functionality. - I have ported, with modifications, the author-date package option "nodates" to the notes & bibliography style. It is set to "true" by default. In conjunction with the "nodatebrackets" and "noyearbrackets" options it provides an alternative presentation of uncertain dates. See section 4.4.2. - Pursuant to a bug report by David Purton, I have recoded the various \headlesscite commands and included a new one, \Headlesscite, which is the actually functional way to enforce capitalization at the start of such a citation, should you need to do so. New author-date features: - The "verbc" field, which is standard but unused in the styles included in biblatex, allows the user fine-grained control over if and when an "extradate" letter (1976_a_) will appear after the year in citations and the list of references. See its documentation in section 5.2 of biblatex-chicago.pdf. - The new "authortitle" type and entry option allows you to provide author-title citations in the text instead of author-date. The "entrysubtype" value "classical" does the same, but there may be cases where using such an "entrysubtype" is impossible. This is set to "true" by default for Dataset entries. - On the same subject, you can also use the new citation commands \atcite and \atpcite to achieve the same end. The former prints a plain citation, the latter places it in parentheses. - In the default configuration, when you use a "shorthand" field the style will now sort properly by that field, which is the first thing to appear in reference list entries. If you set "cmslos=false" in your preamble then this no longer applies, as the "shorthand" no longer appears in the reference list. Note on the 16th-edition files: - These have been updated for compatibility with the latest biblatex and biber, and there are also a number of bug fixes included, many of them already mentioned in changelog items above. The "compressyears" option is available and turned on by default, and so is the "dashed" option. Most of the new ISO8601-2 Extended Format date specifications are available, also, though time stamps won't be printed, as that edition of the Manual is mostly silent about them. 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 time stamp 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) 2008-2022 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.