Re: citeproc updates

[Frank Bennett <biercenator-Re5JQEeQqe8AvxtiuMwx3w@public.gmane.org>]

Hi, all.  I'm a colleague of Andrea and Bruce on the CSL/citeproc side
(as the author of citeproc-js), and am just now joining the
discussion.

On Nov 5, 1:06 am, John MacFarlane <fiddlosop...-Re5JQEeQqe8AvxtiuMwx3w@public.gmane.org> wrote:

> (In fact, I'm still somewhat attached to my proposal to make pandoc figure out
> automatically when to use a textual citation and when not ... does anybody
> else like that idea?)

I can offer a further use case for "textual citations" that might be
relevant.

A common citation style in China is purely numeric, using numbers for
all references, including "textual citations".  As a base example,
suppose a text is set as follows in an author-date style:

  Jones (2000) says that water is wet, which has been confirmed by
others. (Smith 1999)

In the pure numeric style, this would be rendered like this (^
signifying superscript -- note that the "ordinary" type of reference
is superscripted, while the "author-only" type of reference is not):

  Reference [1] establishes that water is wet, a finding that has been
refined by others.^[2]^

  Bibliography
  [1] John Jones, "Wetness of Water" (2000).
  [2] Samuel Smith, "Dampness of Water" (1999).

In a note style, the same text would be rendered something like this:

  Jones^1^ establishes that water is wet, a finding that has been
refined by others.^2^

  Footnotes
  1. "Wetness of Water" (2000).
  2. Samuel Smith, "Dampness of Water" (1999).

I won't intrude on the syntax proposals made upthread, but it is
possible to handle these various transformations by tracking the use
of author-only and suppress-author toggles in citeproc, and applying
rules like the following:

(1) Cites with neither author-only nor suppress-author render in the
normal way.

(2) An author-only cite always renders in the main text.  Style-
supplied formatting (such as italics or superscripting) are always
omitted.  If the style provides only the citation number as the cite,
then a style-provided term is set before the cite in the text.

(3) If an author-only cite is followed by a suppress-author cite,
then:
  (a) If the style provides only the citation number as the cite, the
suppress-author cite renders nothing.
  (b) Otherwise, the cite is rendered in the normal way, with the
author suppressed.

This puts a significant additional burden on citeproc, so (thinking of
Andrea's position) it's probably not something to target in the short
term. But as the use case is lurking out there, preserving a pathway
in the document syntax that provides the necessary hints for
implementation might save a bit of pain down the road.

There are a couple of processor tests that exercise the relevant
conditions here:

http://bitbucket.org/bdarcus/citeproc-test/src/tip/processor-tests/humans/discretionary_AuthorDateAuthorOnlyThenSuppressAuthor.txt

http://bitbucket.org/bdarcus/citeproc-test/src/tip/processor-tests/humans/discretionary_CitationNumberAuthorOnlyThenSuppressAuthor.txt

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