Re: Divergent styling when using CSL in pandoc(?)

[John Carter Wood <woodjo-ZOsAvrTRSvuEhhMi0yms2Q@public.gmane.org>]

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Thank you!

That's a helpful explanation. My own workflow is based on Markdown / 
Pandoc, so that's the "right" version as far as I'm concerned. :-) 

I removed the attribute as you suggested, but the et al. and ed. are still 
being capitalised in the notes (though not in the bibliography...I feel 
like this should help, but this is my first escapade with re-writing CSL, 
so this insight hasn't brought me any further). 

I have attached an .md file, a .json bibliography and a new version (19) of 
the .csl file (that includes the change you suggested in the last version).

The command I used was "pandoc CSL-Test-2.md -o CSL-Test-2-IEG-2-19.docx 
--citeproc --lua-filter pandoc-quotes.lua"

The bibliography is specified in the YAML header.

I hope I have done all this right. 


Bastien Dumont schrieb am Freitag, 20. Mai 2022 um 15:42:47 UTC+2:

> When testing your CSL file, you should be aware that Zotero and (I guess) 
> the Visual Editor rely on citeproc-js, which is not fully compliant with 
> the CSL specification. Sometimes, Pandoc is right against them. For 
> instance, if I remember well, the default value for the "match" attribute 
> is "any" in citeproc-js, although it should be "all" (as it is in Pandoc). 
> On the other hand, the specification does not define the expected behaviour 
> for all cases. The issue documented by your first screenshot is a good 
> example of that. The "title" macro is called on l. 332 with the attribute 
> text-case="title", but the <text> element on l. 117 included in this macro 
> has text-case="lowercase": which one should have the precedence? Unless I 
> have missed something, the CSL specification does not define that, so 
> Pandoc applies the attribute value set on the upper-most element and 
> citeproc-js that of the inner-most element. Neither is wrong, so the only 
> solution is to avoid such conflicts in your stylesheet (e.g. by removing 
> the attribute on l. 332).
>
> As for the issue with "p./pp.", I guess that the problem is in your 
> Markdown input, but I can't be sure. Could you provide a minimal sample MD 
> file with a stylesheet and a bibliography?
>
> Le Friday 20 May 2022 à 04:00:49AM, John Carter Wood a écrit :
> > I have been working on creating a CSL style for the publication 
> house-style at
> > my institution: I've been making progress adapting another style but am 
> running
> > into a few issues that seem to only crop up when using the CSL during a
> > document transformation with pandoc (version 2.18, with CSL file 
> specified in a
> > YAML block). In the preview for the visual editor they look OK and when I
> > insert them via Zotero's connector into a LibreOffice / Word document 
> they look
> > fine too; however, when I create the docx via pandoc there are unwanted
> > variations on a few points
> > 
> > There are a few issues, but the format for items in collections seems to 
> be the
> > main one.
> > 
> > Here is a screenshot of the same citation: the one on top (which formats
> > incorrectly) was created by using pandoc. The one on the bottom (which 
> formats
> > correctly) was directly inserted into the document using Zotero's 
> functionality
> > in LibreOffice.
> > CSL-pandoc-issues.png
> > 
> > The problems:
> > 1. et al. is capitalising
> > 2. (ed.) is capitalising
> > 3. the p./pp. contextualisation isn't working right: using pandoc, when 
> the
> > locator is a single page, *the page range for the whole citation* revert 
> to a
> > single "p.", even when it should be plural; if the locator is more than 
> one
> > page, then "pp." appears in both, as it should.
> > 
> > As I said, when looking at style using the example citations in the 
> visual
> > editor at for CSL (https://editor.citationstyles.org/visualEditor/), it 
> also
> > looks right (as in the second cite.)
> > 
> > CSL-IEG-Visual-Editor.png
> > 
> > I am running into a few other challenges with working out CSL, but since 
> this
> > one seems to specifically relate to using pandoc (which is my main 
> workflow, as
> > I write in Markdown), I thought I would ask here whether this is a known 
> issue,
> > whether I'm doing something wrong and whether there's a way to solve 
> this.
> > 
> > Here, for reference, is my CSL file (which is still a work in progress):
> > 
> > https://pastebin.com/xefmukzw
> > 
> > Thanks in advance for any help.
> > 
> > --
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> > to [1]pandoc-discus...-/JYPxA39Uh5TLH3MbocFF+G/Ez6ZCGd0@public.gmane.org
> > To view this discussion on the web visit [2]
> https://groups.google.com/d/msgid/
> > pandoc-discuss/0daa1a20-d847-47f5-a465-708c7875ff8an%40googlegroups.com.
> > 
> > References:
> > 
> > [1] mailto:pandoc-discus...-/JYPxA39Uh5TLH3MbocFFw@public.gmane.org
> > [2] 
> https://groups.google.com/d/msgid/pandoc-discuss/0daa1a20-d847-47f5-a465-708c7875ff8an%40googlegroups.com?utm_medium=email&utm_source=footer
>
>
>
>

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---
title: CSL-Test-2 
subtitle: Minimal CSL file 
author: PD Dr. John Carter Wood
bibliography: /home/john/Documents/libraries/CSL-minimal-test.json
csl: /home/john/Documents/csl/ieg-2-en-19.csl
lang: en-GB
quot-lang: da
header-includes:
 - \usepackage{csquotes}
---
# Introduction
Lorem ipsum dolor sit amet, consectetuer adipiscing elit [@latourette_community_1938, 15].  Donec "hendrerit tempor tellus" [@oldham_responsible_1948].  Donec pretium posuere tellus [@latourette_community_1938, 10-12].  Proin quam nisl, "tincidunt et, 'mattis eget', convallis nec, purus" [@muller_european_2011, 585].  Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.  Nulla posuere [@muller_european_2011, 586-587].  Donec vitae dolor.  Nullam tristique diam non turpis.  Cras placerat accumsan nulla.  Nullam rutrum.  Nam vestibulum accumsan nisl [@mumford_technics_1934, 45].

# Bibliography
			

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<?xml version="1.0" encoding="utf-8"?>
<style class="note" version="1.0" et-al-min="4" et-al-use-first="1" et-al-subsequent-min="4" et-al-subsequent-use-first="1" page-range-format="expanded" default-locale="en-GB" xmlns="http://purl.org/net/xbiblio/csl">
  <!-- This style was edited with the Visual CSL Editor (https://editor.citationstyles.org/visualEditor/) -->
  <info>
    <title>IEG-2-en</title>
    <id>http://www.zotero.org/styles/ieg-2-en</id>
    <link rel="self" href="http://www.zotero.org/styles/ieg-2-en"/>
    <category citation-format="note"/>
    <category field="humanities"/>
    <updated>2022-05-11T13:18:17+00:00</updated>
    <rights license="http://creativecommons.org/licenses/by-sa/3.0/">This work is licensed under a Creative Commons Attribution-ShareAlike 3.0 License</rights>
  </info>
  <locale xml:lang="en">
    <terms>
      <term name="cited">op. cit.</term>
      <term name="editor" form="short">
        <single>ed.</single>
        <multiple>eds.</multiple>
      </term>
    </terms>
  </locale>
  <macro name="author">
    <choose>
      <if variable="author">
        <names variable="author">
          <name font-style="normal" delimiter=" /" and="text" delimiter-precedes-last="never" sort-separator=" ">
            <name-part name="family" font-variant="small-caps"/>
          </name>
        </names>
      </if>
      <else-if variable="editor">
        <names variable="editor">
          <name font-style="normal" delimiter=" / " delimiter-precedes-last="never" sort-separator=" ">
            <name-part name="family" font-variant="small-caps"/>
          </name>
          <label form="short" text-case="lowercase" prefix=" (" suffix=".)"/>
        </names>
      </else-if>
    </choose>
  </macro>
  <macro name="author-short">
    <choose>
      <if variable="author">
        <names variable="author">
          <name form="short" font-style="normal" and="text" delimiter-precedes-last="never" et-al-use-first="1" sort-separator=" ">
            <name-part name="family" font-variant="small-caps"/>
          </name>
        </names>
      </if>
      <else-if variable="editor">
        <names variable="editor">
          <name font-style="normal" delimiter=" / " delimiter-precedes-last="never" sort-separator=" ">
            <name-part name="family" font-variant="small-caps"/>
          </name>
          <label form="short" text-case="lowercase" prefix=" (" suffix=".)"/>
        </names>
      </else-if>
    </choose>
  </macro>
  <macro name="author-bib">
    <choose>
      <if variable="author">
        <names variable="author">
          <name name-as-sort-order="all" form="long" and="symbol" delimiter-precedes-last="never" sort-separator=", " font-style="normal">
            <name-part name="family" font-variant="small-caps"/>
          </name>
        </names>
      </if>
      <else-if variable="editor">
        <names variable="editor">
          <name name-as-sort-order="all" form="long" delimiter="/" delimiter-precedes-last="never" sort-separator=", " font-style="normal">
            <name-part name="family" font-variant="small-caps"/>
          </name>
          <label form="short" prefix=" (" suffix=".)"/>
        </names>
      </else-if>
    </choose>
  </macro>
  <macro name="translator">
    <names variable="translator">
      <name form="long" and="text" delimiter-precedes-last="never" sort-separator=" " font-style="normal" prefix=" traduit par ">
        <name-part name="family" font-variant="small-caps"/>
      </name>
    </names>
  </macro>
  <macro name="title">
    <choose>
      <if type="bill book graphic legal_case motion_picture report song" match="any">
        <text variable="title" text-case="title"/>
      </if>
      <else-if type="article-journal article-newspaper article-magazine" match="any">
        <group delimiter=", ">
          <text variable="title" text-case="title"/>
          <text variable="container-title" prefix="in: "/>
        </group>
      </else-if>
      <else-if type="thesis" match="any">
        <group>
          <text variable="title" text-case="capitalize-first" suffix=", Diss."/>
        </group>
      </else-if>
      <else-if type="manuscript">
        <group delimiter=",">
          <text variable="title" text-case="capitalize-first"/>
          <text variable="genre" prefix=" "/>
        </group>
      </else-if>
      <else-if type="chapter entry-dictionary entry-encyclopedia" match="any">
        <group>
          <text variable="title" text-case="title" suffix=", "/>
          <text value="in" suffix=": "/>
          <names variable="editor">
            <name font-style="normal" delimiter=" / " delimiter-precedes-last="never" sort-separator=" ">
              <name-part name="family" font-variant="small-caps"/>
            </name>
          </names>
          <text value=" (ed.), " text-case="lowercase"/>
          <text variable="container-title" text-case="title"/>
        </group>
      </else-if>
      <else-if type="webpage">
        <group>
          <text variable="title" text-case="capitalize-first" suffix=", "/>
          <text variable="container-title" prefix="unter: " suffix=", "/>
          <text variable="URL" prefix="&lt; " suffix=" &gt;"/>
        </group>
      </else-if>
      <else>
        <text variable="title"/>
      </else>
    </choose>
  </macro>
  <macro name="title-short">
    <choose>
      <if type="bill book graphic legal_case motion_picture report song" match="any">
        <text variable="title" form="short" text-case="title"/>
      </if>
      <else-if type="article-journal article-newspaper article-magazine" match="any">
        <group delimiter=", ">
          <text variable="title" form="short" text-case="title"/>
        </group>
      </else-if>
      <else-if type="thesis" match="any">
        <group>
          <text variable="title" form="short" text-case="capitalize-first" suffix=", Diss."/>
        </group>
      </else-if>
      <else-if type="manuscript">
        <group delimiter=",">
          <text variable="title" form="short" text-case="capitalize-first"/>
          <text variable="genre" prefix=" "/>
        </group>
      </else-if>
      <else-if type="chapter entry-dictionary entry-encyclopedia" match="any">
        <group>
          <text variable="title" form="short" text-case="capitalize-first" suffix=", "/>
        </group>
      </else-if>
      <else-if type="webpage">
        <group>
          <text variable="title" text-case="capitalize-first" suffix=", "/>
          <text variable="container-title" prefix="unter: " suffix=", "/>
          <text variable="URL" prefix="&lt; " suffix=" &gt;"/>
        </group>
      </else-if>
      <else>
        <text variable="title"/>
      </else>
    </choose>
  </macro>
  <macro name="pub-place">
    <choose>
      <if type="bill book chapter entry-dictionary entry-encyclopedia thesis graphic legal_case manuscript motion_picture paper-conference report song" match="any">
        <text variable="publisher-place"/>
      </if>
    </choose>
  </macro>
  <macro name="yearpage-bib">
    <choose>
      <if type="bill book graphic legal_case motion_picture paper-conference manuscript report song thesis" match="any">
        <group delimiter=", ">
          <group delimiter=", " font-style="normal">
            <date variable="issued">
              <date-part name="year"/>
            </date>
          </group>
        </group>
      </if>
      <else-if type="chapter entry-dictionary entry-encyclopedia" match="any">
        <group delimiter=", " font-style="normal">
          <date form="numeric" variable="issued">
            <date-part name="year"/>
          </date>
          <group>
            <text term="volume" form="short" suffix="."/>
            <text variable="number-of-volumes" prefix=". " suffix="/"/>
            <text variable="volume"/>
          </group>
          <group>
            <label variable="page" form="short"/>
            <text variable="page" prefix=" "/>
          </group>
        </group>
      </else-if>
      <else-if type="article-journal chapter" match="any">
        <group delimiter=" " font-style="normal">
          <label variable="page" form="short"/>
          <text variable="page"/>
        </group>
      </else-if>
      <else-if type="article-newspaper article-magazine" match="any">
        <group delimiter=" " font-style="normal">
          <label variable="page" form="short"/>
          <text variable="page"/>
        </group>
      </else-if>
      <else-if type="webpage" match="any">
        <group delimiter=" " font-style="normal">
          <date variable="accessed" form="numeric" prefix="(" suffix=")">
            <date-part name="day" form="numeric"/>
            <date-part name="month" form="numeric"/>
            <date-part name="year"/>
          </date>
        </group>
      </else-if>
    </choose>
    <group>
      <label prefix=", at " suffix=" " variable="locator" form="short"/>
      <text variable="locator" form="short"/>
    </group>
  </macro>
  <macro name="edition">
    <choose>
      <if type="bill book graphic legal_case motion_picture report song chapter paper-conference" match="any">
        <choose>
          <if is-numeric="edition">
            <group delimiter=" ">
              <number variable="edition" form="ordinal"/>
              <text term="edition" form="short"/>
            </group>
          </if>
          <else>
            <text variable="edition" text-case="capitalize-first" suffix="."/>
          </else>
        </choose>
      </if>
      <else-if type="article-journal article-magazine" match="any">
        <group>
          <choose>
            <if variable="issued">
              <text macro="volume" suffix=" "/>
              <group>
                <date variable="issued">
                  <date-part name="year" prefix="(" suffix=")"/>
                </date>
              </group>
            </if>
            <else>
              <text macro="volume" text-case="capitalize-first"/>
            </else>
          </choose>
        </group>
      </else-if>
    </choose>
  </macro>
  <macro name="volume">
    <choose>
      <if is-numeric="volume">
        <text variable="volume"/>
      </if>
      <else>
        <text variable="volume"/>
      </else>
    </choose>
  </macro>
  <macro name="collection">
    <choose>
      <if is-numeric="collection-number">
        <text variable="collection-title" prefix=" ("/>
        <text variable="collection-number" prefix=", Vol. " suffix=") "/>
      </if>
    </choose>
  </macro>
  <citation>
    <layout suffix="." delimiter="; ">
      <choose>
        <if position="ibid-with-locator">
          <group delimiter=", ">
            <text term="ibid" text-case="lowercase" font-style="normal" suffix="."/>
            <group>
              <label suffix=" " variable="locator" form="short"/>
              <text variable="locator" form="short"/>
            </group>
          </group>
        </if>
        <else-if position="ibid">
          <text term="ibid" text-case="lowercase" font-style="normal"/>
        </else-if>
        <else-if position="subsequent">
          <group delimiter=", ">
            <text macro="author-short"/>
            <text macro="title-short" text-case="title"/>
            <group>
              <label suffix=" " variable="locator" form="short"/>
              <text variable="locator" form="short"/>
            </group>
          </group>
        </else-if>
        <else>
          <group delimiter=", " suffix=", ">
            <text macro="author"/>
            <text macro="title" text-case="title"/>
            <text macro="translator"/>
            <text macro="edition"/>
          </group>
          <group delimiter=" ">
            <text macro="pub-place"/>
            <text macro="yearpage-bib"/>
          </group>
        </else>
      </choose>
    </layout>
  </citation>
  <bibliography>
    <sort>
      <key macro="author" names-min="3" names-use-first="3"/>
      <key variable="issued" sort="descending"/>
    </sort>
    <layout suffix=".">
      <group delimiter=", " suffix=", ">
        <text macro="author-bib"/>
        <text macro="title"/>
        <text macro="collection"/>
        <text macro="translator"/>
        <text macro="edition"/>
      </group>
      <group delimiter=" ">
        <text macro="pub-place"/>
        <text macro="yearpage-bib"/>
      </group>
    </layout>
  </bibliography>
</style>