Joel,

I've attempted to incorporate most of these features for the SBL citation
style (which derives most of the same rules from Chicago) for ConTeXt. You
can use my code in https://github.com/jjmccollum/context-sbl as a template
for now, if you'd like; we're still waiting for the code to be incorporated
into a future ConTeXt update. Regarding the specific features you described:

(1) The rules for first name-last name authorconversions and et al. limits
for inline citations (i.e., ones in the text/footnotes, but not in the
bibliographic list) can be implemented using the general
\definebtx[chicagonum:\s!cite] command. In publ-imp-sbl.mkvi, I do this as
follows:

\definebtx
  [sbl:\s!cite]
  [sbl]
  [\c!alternative=footnote, % by default, SBL uses footnote citation format
(defined below)
   \c!otherstext={\btxspace\btxlabeltext{others}}, % use et al. for
truncated author / editor list
   \c!etallimit=3, % don't use et al. for 3 or fewer authors
   \c!etaldisplay=1, % but if there are > 3, then only list the first
explicitly
   \c!etaloption=last,
   \c!authorconversion=\v!normal, % by default, use normal name order for
in-text citations
   ...
  ]

(2) SBL also uses short-form citations for inline citations after the first
one. To make these work, it ended up being easiest to create distinct
\fastsetups for an "inlineshort" style. Here is how I handled the citation
of the author in such instances in publ-imp-sbl.mkvi  :

\starttexdefinition btx:sbl:inlineshort:author
  \btxdoif{author} {
    % If the useidem option is set and this author matches the previously
cited author, then just print "idem";
    % otherwise, print the author/editor's last name
    \doifelse{\btxparameter{useidem}} {\v!yes} {

\texdefinition{btx:sbl:doifsamefoundnameauthorelse}{\currentbtxtag}{\getvariable{btx:sbl}{previousinlinetag}}
{
        \btxlabeltext{sbl:idem}
      } {
        \currentbtxciteauthorbyfield
      }
    } {
      \currentbtxciteauthorbyfield
    }
    \btxcomma
  }
\stoptexdefinition

(3) I haven't implemented support for ibid. tracking (it's on a wishlist
that I sent to Hans and Alan, as it would best be handled by changes to the
core publication support module), so I'm afraid I can't help you on that at
the moment. There is some placeholder code in publ-imp-sbl.mkvi for
handling this when ibid. tracking is eventually implemented, so you might
be able to use that as a template.

(4) To get the "inverted first author" authorconversion working, I had to
create new authorconversions for this. You can find this in the updated
publ-imp-author.mkvi file in my GitHub repo:

\startsetups \s!btx:\s!list:\s!author:invertedfirst
    \ifnum\currentbtxauthorindex>\plusone
        \fastsetup{\s!btx:\s!list:\s!author:normal}
    \else
        \fastsetup{\s!btx:\s!list:\s!author:inverted}
    \fi
\stopsetups

\startsetups \s!btx:\s!cite:\s!author:invertedfirst
    \ifnum\currentbtxauthorindex>\plusone
        \fastsetup{\s!btx:\s!cite:\s!author:normal}
    \else
        \fastsetup{\s!btx:\s!cite:\s!author:inverted}
    \fi
\stopsetups

Then, in publ-imp-sbl.mkvi, I invoke this setup in the \btxsetup for
citations in the bibliographic list as follows:

\definebtx
  [sbl:\s!list:author]
  [sbl:\s!list]
  [\c!authorconversion=invertedfirst,
  \c!separator:names:4={\btxcomma\btxlabeltext{and}\space}] % between only
2 names

I hope this helps!

Joey

On Tue, Dec 21, 2021 at 12:51 PM Joel via ntg-context <ntg-context@ntg.nl>
wrote:

> I could not find any existing solution for using Chicago-Turabian "note"
> style in ConTeXt, so I have started my own attempt.
>
> Chicago-Turabian uses footnotes to display the author's details on the
> same page, but also uses a bibliography to display an alphabetical list of
> the sources again at the end. The footnotes display somewhat differently
> each time a source is shown. The first time a source is cited, the footnote
> contains a long, detailed reference. Subsequent reappearances of the same
> citation are abbreviated somewhat. And "ibid" is used when the source is
> cited twice in a row. The bibliography entry contains really detailed
> information, similar to what was shown in the first footnote, with minor
> differences.
>
> This code uses three macros: \turabian, used only the first time a source
> is reference, \shortturabian, used for subsequent references of the same
> source, and `\ibid, for when a source is referenced twice in a row. Each of
> these macros simply creates a footnote, showing the author's details, and
> also uses \nocite to make sure an entry is added to
> \placelistofpublications. Page details are optionally added in #2, and this
> information only appears in the footnotes.
>
> I am having trouble getting the code to display the author's names
> correctly. Every attempt ends with strange results, like "FirstLast" with
> no space or just "Initial Last". Chicago-Turabian displays the names
> differently, depending on the placement:
>
> (1) First, the \turabian macro should show in ordinary First + Last order
> in the footnote, example: "Anna Burns, Robert Smith, and Judith Green", but
> if the number of authors exceeds 3, it display "Anna Burns et al."
>
> (2) Second, the \shorturabian macro should show just the Last names in the
> footnote: "Burns, Smith, and Green", also using "Burns et al." if there are
> more than 3 names.
>
> (3) The \ibid macro doesn't show any names.
>
> (4) Finally, the actual bibliographic entry in \placelistofpublications
> uses a strange format, with the first author listed as Last + First order,
> all subsequent authors in First + Last order, such as "Burns, Anna, Robert
> Smith, and Judith Green.", meanwhile "et al." is never used in the
> bibliography, even if there are 100 authors.
>
> Any help would be greatly appreciated!
> --Joel
>
> Minimal working example follows:
>
> \startbuffer [bib]
> @Book{ball1996,
> author = {Ball, Larry},
> title = {Desert lawmen: The high sheriffs \word{of} New Mexico \word{and}
> Arizona, 1846-1912},
> publisher = {University \word{of} New Mexico Press},
> year = {1996},
> address = {Albuquerque, NM},
> isbn = {9780826317001}
> }
>
> @Book{minear2009,
> author = {Minear, Tish and Limon, Janet},
> title = {Discover Native America: Arizona, Colorado, New Mexico,
> \word{and} Utah},
> publisher = {Hippocrene Books},
> year = {2009},
> address = {New York, NY},
> isbn = {9780781803274}
> }
>
> \stopbuffer
>
> \define[3]\ifisempty{%
>         \setbox0=\hbox{#1\unskip}%
>         \ifdim\wd0=0pt
>             #2%
>         \else
>             #3%
>         \fi
> }%
>
> \usebtxdataset[bib.buffer]
>
> \startbtxrenderingdefinitions[chicagonum]
>
> \definebtx[chicagonum]
>     [default=default,
>     specification=chicagonum,
>     otherstext={\btxspace{\it\btxlabeltext{others}}},
>     etallimit=10,
>     etaldisplay=\btxparameter\c!etallimit,
>     journalconversion=\v!normal,
>     monthconversion=\v!month,
>     title=yes,
>     separator:names:2={\btxcomma},
>     separator:names:3={\btxcomma\btxlabeltext{and}\space},
>     separator:names:4={\btxspace\btxlabeltext{and}\space}]
>
> \setupbtxlist[chicagonum]
>
> \definebtxrendering[chicagonum]
>     [specification=chicagonum,
>     sorttype=authoryear,
>     numbering=no]
>
>
> \startsetups btx:chicagonum:list:book
>     \btxdoif{author}{
>         \btxflush{author}
>         \btxperiod
>     }
>     \btxdoif{title}{
>         {\it\Words \btxflush{title}}
>         \btxperiod
>     }
>     \btxdoif{address}{
>         \btxflush{address}
>         \btxcolon
>     }
>     \btxdoif{publisher}{
>         \btxflush{publisher}
>         \btxcomma
>     }
>     \btxdoif{year}{
>         \btxflush{year}
>         \btxperiod
>     }
>     \removeunwantedspaces
> \stopsetups
>
>
> \startsetups btx:chicagonum:list:article
>     \btxdoif{author}{
>         \btxflush{author}
>         \btxperiod
>     }
>     \btxdoif{title}{
>         \quotation{\Words \btxflush{title}}
>         \btxperiod
>     }
>     \btxdoif{journal}{
>         {\it\Words \btxflush{journal}}
>     }
>     \btxdoif{volume}{
>         \btxflush{volume}
>         \btxcomma
>     }
>     \btxdoif{number}{
>         no.~\btxflush{number}
>     }
>     \btxdoifelse{month}{
>         (\btxflush{month} \btxflush{year})
>         \btxcolon
>     }{
>         \btxdoif{year}{
>             (\btxflush{year})
>         }
>         \btxcolon
>    }
>     \btxdoif{pages}{
>         \btxflush{pages}
>         \btxperiod
>     }
>     \removeunwantedspaces
> \stopsetups
>
> \stopbtxrenderingdefinitions
>
>
> \setupbtx[chicagonum][dataset=default,
>     authorconversion={normal},
>      etallimit=]
>
> \setupbtx[chicagonum:list:author]
>     [authorconversion={normal},
>      etallimit=]
> \setupbtx[chicagonum:cite:author]
>     [authorconversion={normal},
>      etallimit=3,
>      etaldisplay=1]
>
> \usebtxdefinitions[chicagonum]
>
> \define[2]\turabian{%
>     \footnote{%
>         \ifisempty{\cite[author][#1]}{}{\cite[author][#1]}%
>         \ifisempty{\cite[title][#1]}{}{,\ {\it\Words \cite[title][#1].}}%
>
>  \ifisempty{\cite[address][#1]\cite[publisher][#1]\cite[year][#1]}{}{\ (}%
>             \cite[address][#1]: ~%
>
>  \ifisempty{\cite[journal][#1]}{\ifisempty{\cite[publisher][#1]}{}{\cite[publisher][#1]:\
> }}{\cite[journal][#1]:\ }%
>             \ifisempty{\cite[year][#1]}{}{,\ \cite[year][#1]}%
>
>  \ifisempty{\cite[address][#1]\cite[publisher][#1]\cite[year][#1]}{}{)}%
>         \ifisempty{#2}{.}{,\ #2.}%
>     }%
>     \nocite[#1]%
> }%
>
>
> \define[2]\shortturabian{%
>     \footnote{%
>         \ifisempty{\cite[author][#1]}{}{\cite[author][#1]}%
>         \ifisempty{#2}{.}{,\ #2.}%
>     }%
>     \nocite[#1]%
> }%
>
> \define[2]\ibid{
>     \footnote{%
>         Ibid\ifisempty{#2}{.}{,\ #2.}%
>     }%
>     \nocite[#1]%
> }
>
> \starttext
>
>     \input knuth \turabian{ball1996}{1\endash 23}
>
>     \input knuth \turabian{minear2009}{32\endash 23}
>
>         \ibid{minear2009}{32\endash 23}
>         \ibid{minear2009}{}
>     \input knuth \turabian{ball1996}{}
>
>     \input knuth \shortturabian{minear2009}{121\endash 99}
>
>     \startchapter[title=Bibliography]
>         \placelistofpublications
>     \stopchapter
>
> \stoptext
>
>
>
> ___________________________________________________________________________________
> If your question is of interest to others as well, please add an entry to
> the Wiki!
>
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