% \iffalse meta-comment % % Copyright (C) 1994-2007 Erik Meijer and any individual authors listed % elsewhere in this file. % % This file is part of the `apacite' package. % ------------------------------------------- % % It may be 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. % % The `apacite' package consists of the files apacite.dtx and % apacite.ins, and the following generated files: % apacite.sty, apacite.bst, apacitex.bst, apa5ex.bib, % apacite.drv, apacdoc.sty, % english.apc, dutch.apc, finnish.apc, german.apc, ngerman.apc, % greek.apc, norsk.apc, spanish.apc, swedish.apc. % % This work has the LPPL maintenance status `maintained' % % The Current Maintainer of this work is Erik Meijer % % This file may only be distributed together with a copy of the % source files of the apacite package, i.e., apacite.dtx and % apacite.ins. You may however distribute the apacite package without % the generated files. % % \fi % % \CheckSum{4973} % \CharacterTable % {Upper-case \A\B\C\D\E\F\G\H\I\J\K\L\M\N\O\P\Q\R\S\T\U\V\W\X\Y\Z % Lower-case \a\b\c\d\e\f\g\h\i\j\k\l\m\n\o\p\q\r\s\t\u\v\w\x\y\z % Digits \0\1\2\3\4\5\6\7\8\9 % Exclamation \! Double quote \" Hash (number) \# % Dollar \$ Percent \% Ampersand \& % Acute accent \' Left paren \( Right paren \) % Asterisk \* Plus \+ Comma \, % Minus \- Point \. Solidus \/ % Colon \: Semicolon \; Less than \< % Equals \= Greater than \> Question mark \? % Commercial at \@ Left bracket \[ Backslash \\ % Right bracket \] Circumflex \^ Underscore \_ % Grave accent \` Left brace \{ Vertical bar \| % Right brace \} Tilde \~} % % \iffalse %<*dtx> \ProvidesFile{apacite.dtx} [2007/09/03 v4.00 apacite dtx file] % %\ProvidesFile{apacite.drv} %\NeedsTeXFormat{LaTeX2e}[1999/12/01] %\ProvidesPackage{apacite} %\ProvidesPackage{apacdoc} %\ProvidesFile{english.apc} %\ProvidesFile{dutch.apc} %\ProvidesFile{finnish.apc} %\ProvidesFile{german.apc} %\ProvidesFile{ngerman.apc} %\ProvidesFile{greek.apc} %\ProvidesFile{norsk.apc} %\ProvidesFile{spanish.apc} %\ProvidesFile{swedish.apc} %%% apa5ex.bib %%% apacite.bst %%% apacitex.bst %^^A %^^A I have to find out how I can replace the hard-coded date+version with a command %^^A such that the value of the command is written to the file instead of the name. %^^A % [2007/09/03 v4.00 apacite documentation driver file] % [2007/09/03 v4.00 APA citation] % [2007/09/03 v4.00 apacite documentation style] % [2007/09/03 v4.00 apacite language file] % [2007/09/03 v4.00 apacite language file] % [2007/09/03 v4.00 apacite language file] % [2007/09/03 v4.00 apacite language file] % [2007/09/03 v4.00 apacite language file] % [2007/09/03 v4.00 apacite language file] % [2007/09/03 v4.00 apacite language file] % [2007/09/03 v4.00 apacite language file] % [2007/09/03 v4.00 apacite language file] %%% [2007/09/03 v4.00 bibliography database for apacite manual] %%% [2007/09/03 v4.00 APA bibliography style] %%% [2007/09/03 v4.00 APA bibl. style with author index info] % %<*install> %^^A ============================================= %^^A Here is the docstrip installation file %^^A It is written on first LaTeX run if it %^^A does not already exist %^^A ============================================= \begin{filecontents*}{apacite.ins} %% %% This file will generate fast loadable files and documentation %% driver files from apacite.dtx when run through LaTeX. %% %% Copyright (C) 1994-2007 Erik Meijer and any individual authors listed %% elsewhere in this file. %% %% This file is part of the `apacite' package. %% ------------------------------------------- %% %% It may be 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. %% %% The `apacite' package consists of the files apacite.dtx and %% apacite.ins, and the following generated files: %% apacite.sty, apacite.bst, apacitex.bst, apa5ex.bib, %% apacite.drv, apacdoc.sty, %% english.apc, dutch.apc, finnish.apc, german.apc, ngerman.apc, %% greek.apc, norsk.apc, spanish.apc, swedish.apc. %% %% This work has the LPPL maintenance status `maintained' %% %% The Current Maintainer of this work is Erik Meijer %% %% This file may only be distributed together with a copy of the %% source files of the apacite package, i.e., apacite.dtx and %% apacite.ins. You may however distribute the apacite package without %% the generated files. \input docstrip.tex \keepsilent \declarepreamble\mainpreamble This is a generated file. Copyright (C) 1994-2007 Erik Meijer and any individual authors listed elsewhere in this file. This file is part of the `apacite' package. ------------------------------------------- It may be 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. The `apacite' package consists of the files apacite.dtx and apacite.ins, and the following generated files: apacite.sty, apacite.bst, apacitex.bst, apa5ex.bib, apacite.drv, apacdoc.sty, english.apc, dutch.apc, finnish.apc, german.apc, ngerman.apc, greek.apc, norsk.apc, spanish.apc, swedish.apc. This work has the LPPL maintenance status `maintained' The Current Maintainer of this work is Erik Meijer This file may only be distributed together with a copy of the source files of the apacite package, i.e., apacite.dtx and apacite.ins. You may however distribute the apacite package without the generated files. \endpreamble \declarepreamble\drvpreamble This is a generated file. Copyright (C) 1994-2007 Erik Meijer and any individual authors listed elsewhere in this file. This file is part of the `apacite' package. ------------------------------------------- It may be 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. The `apacite' package consists of the files apacite.dtx and apacite.ins, and the following generated files: apacite.sty, apacite.bst, apacitex.bst, apa5ex.bib, apacite.drv, apacdoc.sty, english.apc, dutch.apc, finnish.apc, german.apc, ngerman.apc, greek.apc, norsk.apc, spanish.apc, swedish.apc. This work has the LPPL maintenance status `maintained' The Current Maintainer of this work is Erik Meijer This file may only be distributed together with a copy of the source files of the apacite package, i.e., apacite.dtx and apacite.ins. You may however distribute the apacite package without the generated files. You are allowed to make changes to this file, in order to generate the user's manual with your preferred settings (e.g., to choose whether or not to include the documented source code). Please do not change apacite.dtx for this purpose. \endpreamble \edef\noendinputpostamble{% \MetaPrefix ^^J% \MetaPrefix\space End of file `\outFileName'.% } \askonceonly \generate{% \usepreamble\mainpreamble \file{apacite.sty}{\from{apacite.dtx}{package}} \file{apacdoc.sty}{\from{apacite.dtx}{docpkg}} \file{english.apc}{\from{apacite.dtx}{english}} \file{dutch.apc}{\from{apacite.dtx}{dutch}} \file{finnish.apc}{\from{apacite.dtx}{finnish}} \file{german.apc}{\from{apacite.dtx}{german}} \file{ngerman.apc}{\from{apacite.dtx}{ngerman}} \file{greek.apc}{\from{apacite.dtx}{greek}} \file{norsk.apc}{\from{apacite.dtx}{norsk}} \file{spanish.apc}{\from{apacite.dtx}{spanish}} \file{swedish.apc}{\from{apacite.dtx}{swedish}} \usepreamble\drvpreamble \file{apacite.drv}{\from{apacite.dtx}{driver}} \usepreamble\mainpreamble \usepostamble\noendinputpostamble \file{apa5ex.bib}{\from{apacite.dtx}{bibdb}} \file{apacite.bst}{\from{apacite.dtx}{bibstyle}} \file{apacitex.bst}{\from{apacite.dtx}{xbibstyle}} } \obeyspaces \Msg{*****************************************************} \Msg{* *} \Msg{* To finish the installation you have to move the *} \Msg{* following files into a directory searched by TeX: *} \Msg{* *} \Msg{* All *.apc, *.sty *} \Msg{* *} \Msg{* and to move the following files into a directory *} \Msg{* searched by BibTeX: *} \Msg{* *} \Msg{* All *.bib, *.bst *} \Msg{* *} \Msg{* To produce the documentation, run the following *} \Msg{* script (or something similar, depending on your *} \Msg{* operating system): *} \Msg{* *} \Msg{* pdflatex apacite.drv *} \Msg{* bibtex apacite *} \Msg{* pdflatex apacite.drv *} \Msg{* pdflatex apacite.drv *} \Msg{* pdflatex apacite.drv *} \Msg{* makeindex -o apacite.and apacite.adx *} \Msg{* pdflatex apacite.drv *} \Msg{* pdflatex apacite.drv *} \Msg{* *} \Msg{* See the README file for a brief explanation and *} \Msg{* the file apacite.drv for how to customize the *} \Msg{* manual (e.g., to include the documented source *} \Msg{* code. *} \Msg{* *} \Msg{* Happy TeXing! *} \Msg{* *} \Msg{*****************************************************} \endbatchfile \end{filecontents*} % %<*gobble> \IfFileExists{apacdoc.sty}{% \let\finishprematurely\relax }{% \typeout{**************************************************% ********************}% \typeout{*}% \typeout{* To extract the package, style, and support files of apacite,}% \typeout{* run TeX on apacite.ins}% \typeout{*}% \typeout{* To (re)generate the apacite documentation, first run TeX on}% \typeout{* apacite.ins and then run LaTeX on apacite.drv or apacite.dtx}% \typeout{*}% \typeout{**************************************************% ********************^^J}% \makeatletter \edef\finishprematurely{\csname @@end\endcsname}% \makeatother } \finishprematurely % % \fi % % \DoNotIndex{\begin,\CodelineIndex,\CodelineNumbered,\def,\DisableCrossrefs} % \DoNotIndex{\DocInput,\documentclass,\EnableCrossrefs,\end,\GetFileInfo} % \DoNotIndex{\NeedsTeXFormat,\OnlyDescription,\RecordChanges,\usepackage} % \DoNotIndex{\ProvidesClass,\ProvidesPackage,\ProvidesFile,\RequirePackage} % \DoNotIndex{\LoadClass,\PassOptionsToClass,\PassOptionsToPackage} % \DoNotIndex{\DeclareOption,\CurrentOption,\ProcessOptions,\ExecuteOptions} % \DoNotIndex{\AtEndOfClass,\AtEndOfPackage,\AtBeginDocument,\AtEndDocument} % \DoNotIndex{\InputIfFileExists,\IfFileExists,\ClassError,\PackageError} % \DoNotIndex{\ClassWarning,\PackageWarning,\ClassWarningNoLine} % \DoNotIndex{\PackageWarningNoLine,\ClassInfo,\PackageInfo,\MessageBreak} % \DoNotIndex{\space,\protect,\DeclareRobustCommand,\CheckCommand} % \DoNotIndex{\newcommand,\renewcommand,\providecommand,\newenvironment} % \DoNotIndex{\renewenvironment,\newif,\newlength,\newcounter,\setlength} % \DoNotIndex{\setcounter,\if,\ifx,\ifcase,\ifnum,\ifdim,\else,\fi} % \DoNotIndex{\texttt,\textbf,\textrm,\textsl,\textsc,\reset@font} % \DoNotIndex{\textup,\textit,\textmd,\textsf,\emph,\futurelet} % \DoNotIndex{\ttfamily,\rmfamily,\sffamily,\mdseries,\bfseries,\upshape} % \DoNotIndex{\slshape,\scshape,\itshape,\em,\LaTeX,\LaTeXe} % \DoNotIndex{\filename,\fileversion,\filedate,\let,\makeindex} % \DoNotIndex{\@auxout,\@for,\@gobble,\@ifnextchar,\@m,\@mkboth,\@nil} % \DoNotIndex{\@noitemerr,\@tempa,\@tempswafalse,\@tempswatrue,\@warning} % \DoNotIndex{\advance,\arabic,\AtBeginDocument,\bf,\bibname,\chapter} % \DoNotIndex{\citation,\clubpenalty,\CodelineNumbered,\csname} % \DoNotIndex{\DisableCrossrefs,\do,\edef,\else,\endcsname,\endlist} % \DoNotIndex{\expandafter,\fi,\gdef,\global,\hbox,\hfill,\hskip,\hspace} % \DoNotIndex{\if,\if@filesw,\if@tempswa,\ifx,\immediate,\itemindent,\labelsep} % \DoNotIndex{\labelwidth,\lastskip,\leftmargin,\list,\mbox,\newblock} % \DoNotIndex{\newpage,\p@enumiv,\parindent,\penalty,\refname} % \DoNotIndex{\relax,\section,\settowidth,\sfcode,\sloppy,\small,\string} % \DoNotIndex{\theenumiv,\thepage,\unskip,\uppercase,\usecounter,\vskip} % \DoNotIndex{\widowpenalty,\write,\xdef,\z@,\catcode,\ifnum,\the} % \DoNotIndex{\@empty,\@ifundefined,\@latex@warning,\@minus,\@plus,\ } % \DoNotIndex{\document,\@namedef,\@listi,\markboth,\or,\p@} % \DoNotIndex{\listparindent,\noexpand,\par,\parsep,\pb,\pbf,\pbfseries} % \DoNotIndex{\pc,\pd,\pem,\pit,\pitshape,\pmdseries,\prm,\prmfamily,\psc} % \DoNotIndex{\pscshape,\psf,\psffamily,\psl,\pslshape,\ptt,\pttfamily} % \DoNotIndex{\pupshape,\@iden,\@firstofone,\@unexpandable@protect} % \DoNotIndex{\if@draft,\typeout} % \DoNotIndex{\@ifclassloaded,\@ifstar,\@onlypreamble,\@preamblecmds} % \DoNotIndex{\addtolength,\endinput,\@bsphack,\begingroup,\@wrindex} % \DoNotIndex{\@listctr,\bibname,\enddocument,\hfil,\ignorespaces,\item} % \DoNotIndex{\NAT@temp,\refname,\stepcounter,\@ifpackageloaded} % \DoNotIndex{\@gobbletwo,\index,\itemsep,\markright,\scriptsize} % \DoNotIndex{\textsuperscript,\@undefined} % \DoNotIndex{\@celt,\@cite@list,\@citea,\@citeb,\@compress@cite} % \DoNotIndex{\@bsphack,\@esphack,\@h@ld,\@make@cite@list,\@ne} % \DoNotIndex{\@sort@celt,\@tempcnta,\@tempcntb,\delimiter,\endgroup} % \DoNotIndex{\ifcat,\m@ne,\number} % \DoNotIndex{\@markboth,\@mkboth,\nobreak,\SK@,\SK@@citex} % \DoNotIndex{\SK@@label,\SK@@ref,SK@def,\SK@lbibitem,\bbl@redefine} % \DoNotIndex{\@safe@activesfalse,\@save@activestrue,\active@prefix} % % \DoNotIndex{\ ,\&,\{,\},\.,\!,\",\#,\%,\',\(,\),\*,\,,\-,\/} % \DoNotIndex{\:,\;,\<,\=,\>,\?,\@,\[,\\,\],\^,\_,\`,\|,\~} % \DoNotIndex{\@backslashchar,\@citec,\@element@,\@input@,\@nameuse} % \DoNotIndex{\@makeschapterhead,\@restonecolfalse,\@restonecoltrue} % \DoNotIndex{\@old@endthebibliography,\@oldbibpreamble,\@orig@@cite} % \DoNotIndex{\@orig@@nocitemeta,\@orig@nocite} % \DoNotIndex{\@tmp@arg,\@xp,\AA,\aa,\addcontentsline} % \DoNotIndex{\afterassignment,\aftergroup,\alph,\ast,\b@ex} % \DoNotIndex{\backslash,\baselineskip,\BibTeX,\bigskip,\bs} % \DoNotIndex{\clearpage,\cmd,\cmdfour,\cmdthree,\cmdthreealt} % \DoNotIndex{\cmdthreepre,\cmdtwo,\columnsep,\columnseprule,\count@} % \DoNotIndex{\dag,\do@url@hyp,\EM,\ensuremath,\entryname,\envirname} % \DoNotIndex{\evensidemargin,\fieldname,\flqq,\fname,\fontencoding} % \DoNotIndex{\fontfamily,\footnotesize,\footskip,\frqq} % \DoNotIndex{\g@addto@macro,\GlossaryPrologue,\headheight,\headsep} % \DoNotIndex{\hoffset,\if@mainmatter,\ifcodeline@index,\iffalse} % \DoNotIndex{\ifhave@multicol,\index@prologue,\IndexMin,\IndexParms} % \DoNotIndex{\IndexPrologue,\input,\jobname,\kern,\langle,\LaTeXrtf} % \DoNotIndex{\latextohtml,\lbrace,\LC,\ldots,\linewidth,\lower} % \DoNotIndex{\makeatletter,\makeatother,\MakeIndex,\MakeUppercase} % \DoNotIndex{\marginparpush,\marginparsep,\marginparwidth,\mid} % \DoNotIndex{\mathbin,\mathchar,\mathord,\newskip,\newwrite} % \DoNotIndex{\normalsize,\oddsidemargin,\oldBED,\oldBEd,\oldBEDS} % \DoNotIndex{\oldbibinitial,\oldbibliteral,\oldbibskipbracenodot} % \DoNotIndex{\oldBIn,\oldBRetrieved,\oldevensidemargin,\oldfootskip} % \DoNotIndex{\oldheadheight,\oldheadsep,\oldhoffset,\oldlinewidth} % \DoNotIndex{\oldmarginparpush,\oldmarginparsep,\oldmarginparwidth} % \DoNotIndex{\oldoddsidemargin,\oldtextheight,\oldtextwidth} % \DoNotIndex{\oldtopmargin,\oldvoffset,\onecolumn,\openout,\opt} % \DoNotIndex{\orig@printindex,\origbibDSM,\parskip,\Perl,\pfill} % \DoNotIndex{\pkg,\pkgoption,\protected@edef,\protected@write} % \DoNotIndex{\quad,\raggedright,\raisebox,\rangle,\rbrace,\rm,\sc} % \DoNotIndex{\selectfont,\simpleguillemots,\symbol,\TeX,\TeXht} % \DoNotIndex{\textheight,\textwidth,\thinspace,\thispagestyle} % \DoNotIndex{\thr@@,\times,\tiny,\topmargin,\triangleright} % \DoNotIndex{\twocolumn,\undefined,\voffset,\vspace,\X,\Y} % % \iffalse %<*driver> \documentclass{ltxdoc} %%\documentclass[twoside]{ltxdoc} %%\documentclass[a4paper]{ltxdoc} %%\documentclass[twoside,a4paper]{ltxdoc} %% \usepackage{apacdoc}[2007/09/03] %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% %% LOADING OF PACKAGES %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% %% The following line can be uncommented to test compatibility with TeX4ht. %% \usepackage{tex4ht} %% %% The following line is used for references to internet sources. %% It is not generally necessary for apacite, but used in the examples. \usepackage{url} %% %% The following lines can be uncommented to test compatibility with %% the mentioned other packages and test the language support of %% apacite. %% \usepackage[dvips,pagebackref]{hyperref} %% \usepackage[pdftex,pagebackref]{hyperref} %% \usepackage[english]{babel}% babel must be loaded before apacite %% \usepackage{german} %% %% Loading apacite with author index option. \usepackage[ltxemindex,bibnewpage]{apacite}[2007/09/03] %% \raggedbottom %% %% To include the detailed explanation of the coding, comment out %% the next line \OnlyDescription %% %% To produce a command index: add the following line for one run, %% then run makeindex -s gind.ist apacite %% and reprocess, with or without this line (much faster without) %% \EnableCrossrefs\CodelineIndex %% %% To produce a change history: add the following line for one run, %% then run makeindex -s gglo.ist -o apacite.gls apacite.glo %% and reprocess, with or without this line (faster without) %% \RecordChanges %% \DisableCrossrefs %May stay; zapped by \EnableCrossrefs \CodelineNumbered %May stay %% %% For getting something useful out of greek.apc in the documentation. \IfFileExists{iso-8859-7.def}{% \usepackage[iso-8859-7]{inputenc}}{} \begin{document} \DocInput{apacite.dtx} \end{document} % % \fi % % ^^A (I have to find out how to get the following remark in the right % ^^A place in the documentation.) % ^^A The version numbers have been assigned afterwards; originally, % ^^A apacite had only release dates. % % \changes{v1.0}{1994/11/30}{First public version} % \changes{v2.0}{2000/09/22}{Second packaged version, the result of % continuous updating over many years. Not officially released through % ctan because there was no update of the documentation, but this was % available through my homepage at the time. Many additions in terms % of customizability, and introduction of the author indexing % facilities, which were first used in my PhD thesis in 1998.} % \changes{v2.1}{2003/03/27}{First official release since 1994. Compared % to 2.0, this primarily solved some important compatibility problems % with other packages.} % \changes{v2.2}{2003/09/05}{Updated for the 5th edition of the APA % manual, up to date documentation and test document, reorganized the % material, and improved compatibility.} % \changes{v3.0}{2004/07/01}{Now adds initials if necessary to % distinguish first authors; now adds 2nd and later authors if necessary % to distinguish references; now truncates author list after 6th author % and editor list after 1st in reference list if there are more than 6 % authors/editors; improved sorting for reference list; improved author % index support; added explicit support for reporting a meta-analysis.} % \changes{v3.1}{2005/06/01}{Introduces explicit non-English language % support, solves some compatibility problems.} % \changes{v3.2}{2005/06/08}{Fix of a small but annoying bug.} % \changes{v4.00}{2007/09/03}{Solved many compatibility issues; improved % and extended language support; more extensive customizability.} % % \GetFileInfo{apacite.sty} % % \setcounter{IndexColumns}{2} % \setlength{\IndexMin}{10cm} % % ^^A Start documentation here. % % \iffalse %<*dtx> % \fi \MakePercentComment % % Previously apacite.tex : % User's reference manual and test of the apacite package. % Written by Erik Meijer % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% %%% START OF ``NORMAL'' PART OF DOCUMENT %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \title{The \pkg{apacite} package% \thanks{This document describes \pkg{apacite} version~\fileversion{} dated \filedate.} \vspace{0.3\baselineskip}\\ \large Citation and reference list with \LaTeX{} and \BibTeX{} according to the rules of the American Psychological Association} \author{Erik Meijer\\ \textsf{apacite at gmail.com} } \date{\filedate} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% % If ecmr (T1) font not available: \simpleguillemots %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \maketitle %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \begin{abstract} \noindent This document describes and tests the \pkg{apacite} package \APACversiondate{\filedate}. This is a package that can be used with \LaTeX{} and \BibTeX{} to generate citations and a reference list, formatted according to the rules of the American Psychological Association. Furthermore, \pkg{apacite} contains an option to (almost) automatically generate an author index as well. The package can be customized in many ways. \end{abstract} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \clearpage \tableofcontents \clearpage %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \section{Introduction} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% The American Psychological Association (APA) is very strict about the style in which manuscripts submitted to its journals are written and formatted. The requirements of the APA are described in the \emph{Publication Manual of the American Psychological Association}, the latest version of which is the 5th edition \cite{APAManual}. In the sequel, this is simply called the \emph{APA manual}. The APA manual discusses how candidate authors should write their manuscripts: writing style, parts of a manuscript and their order, presentation of the results in the form of tables and figures, and so forth. Candidate authors should study this and adhere to this. The APA manual also gives specific rules about the formatting of a manuscript. This includes double spacing, a running head, the typographic style of section headings, the placement of tables and figures on separate pages at the end of the document, and so forth. \LaTeX{} users will recognize these as ``style'' elements that should be defined in a package (\fname{.sty} file) or class (\fname{.cls} file). Their specific documents (\fname{.tex} file) should be largely style-independent. This idea of separating content and logical structure from specific formatting is one of the basic elements of \LaTeX{} \cite[p.~7]{LaTeXbook}. An implementation of the formatting rules of the APA manual for use with \LaTeX{} is the \pkg{apa} class of Athanassios Protopapas. This handles all kinds of issues about general document formatting, title page, section headings, figures and tables, and so forth. Therefore, if you intend to submit a manuscript to an APA journal, I strongly recommend using the \pkg{apa} class. An important part of the APA style is the way citations and the reference list should be formatted. This takes 75 pages in the APA manual (pp.~207--281, excluding the references to legal materials). This part is not handled by the \pkg{apa} class, but by the \pkg{apacite} package. The \pkg{apa} class requires the \pkg{apacite} package, but \pkg{apacite} can be used without \pkg{apa}. The current document, for example, does not use the \pkg{apa} class, because I find it desirable that possible users can study the \pkg{apacite} package and its documentation without having to install several other classes and packages first. Therefore, the current document uses standard \LaTeX{} as much as possible. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \subsection*{Some history} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% Before the advent of the first version of \pkg{apacite} in 1994, several authors have written \TeX{} and \LaTeX{} packages (\fname{.sty}) and \BibTeX{} style files (\fname{.bst}) with suggestive names as \pkg{apalike}, \pkg{newapa}, and \pkg{theapa} to try to capture some of the requirements of the APA manual. A severe problem with the APA citations is that, if the number of authors is between three and five, inclusive, the first citation must include all authors, whereas subsequent citations should refer to the first author ``et al.''. This problem had been solved by the \pkg{newapa} and \pkg{theapa} packages. A lot of APA peculiarities, however, were not covered by these citation styles. Examples are: \begin{itemize} \item In the reference list, authors should be formatted with their initials after their surnames. Editors, however, should be formatted with their initials \emph{before} their surnames if they are not in the author position. \item If the work referred to is a non-English-language source, the English translation of the title should be given in brackets after the title. \item Edition and volume of a book and the pages of an article in that book should be gathered between a single pair of parentheses. \item The publisher of a book and its address should be given as ``address: publisher'', and not as ``publisher, address''. \item When the work used is a reprint or translation of an earlier work, this should be mentioned in the reference list. In text, the year must be given in the form ``1923/1961''. \item There are several ``tricky'' things with brackets and parentheses, for example, with the type of an article (e.g., ``Letter to the editor'', ``Review of the book \emph{The social life of information}'', ``Abstract'', ``Special issue''). Furthermore, magazine and newspaper articles are treated differently than journal articles; papers presented at meetings must be treated differently; translators of articles and books and chairs of symposia must be introduced; an article can have editors instead of authors (e.g., with a special issue); a PhD thesis can be abstracted in \emph{Dissertation Abstracts International}; a (technical) report of some institution can be an (edited) collection of articles. \end{itemize} The \pkg{apacite} package is devised to get (much) closer to the APA rules than the abovementioned other packages and styles. The original version of the \fname{apacite.sty} \LaTeX{} package consisted for a large part of the citation part of \fname{theapa.sty}. The current version, however, has been changed and extended in many ways and can therefore not be considered a straightforward adaptation of \fname{theapa.sty} anymore, although it provides largely the same commands, such as \cmd{\citeA}, and peculiarities in the command definitions, such as the use of \verb+<...>+ for a prefix note and \verb+[...]+ for a postfix note. Although the \fname{apacite.bst} \BibTeX{} style started out as a slightly adapted version of \fname{theapa.bst}, the number of changes became so large and things became so unmanageable that I decided to write a completely new bibstyle, although using some small parts of the original. The \fname{apacite.bst} file can therefore not anymore be seen as an adaptation of \fname{theapa.bst}. Due to the complex rules of the APA manual, it has become a large file. In the original process of writing (back in 1994), the error \begin{verbatim} You've exceeded BibTeX's wizard-defined function space \end{verbatim} was very hard to overcome. It appears that later versions of \BibTeX{} allowed much more space, because I have not received this message anymore in recent years, although the bibstyle has been expanded considerably. However, if you run an old \BibTeX{}, you may encounter this (and similar) error messages. In the ``dark years'' between 1994 and 2003, in which there was no official new version of \pkg{apacite}, I have been fixing small bugs, discovered either by me or by users who sent in their bug reports, and adding some small options that were easy to incorporate and that I found useful or that were requested by a user. Furthermore, in 1998, I spent considerable effort in adding an (almost) automatic author indexing option, first used for my PhD thesis \cite{meijer1998}. In the first few months of 2003, I fixed a number of problems with the compatibility between \pkg{apacite} and some other important packages. Although I had been planning (or wishing, rather) to release a proper official update of \pkg{apacite} for some time, I had not done so, mainly because I had not yet taken the time to update the documentation. The compatibility issues were so severe, however, that I decided in March 2003 to release an intermediate update, which thus became the first official release since the original version. This version contained a lot of files with compatibility patches and tests. The main shortcomings of that version were the lack of up-to-date documentation and the lack of agreement with the latest version of the APA manual (5th ed., 2001). In September 2003, I finally released a complete, fully updated and significantly extended version of \pkg{apacite}, including extensive documentation. However, that version still was not able to format some citations correctly. The \APACversiondate{2004/07/01} version was a small improvement of the \APACversiondate{2003/09/05} version, but fixed the important inadequacies of previous versions. The \APACversiondate{2005/06/08} version introduced (limited) support of non-English languages. This is clearly a non-APA direction, because all APA publications are in English. However, many journals, universities, etc.\ in non-English speaking countries base their rules on the APA rules, and thus it may be useful to have the possibility to use \pkg{apacite} in combination with documents in non-English languages as well. This language feature has been further extended in the current version. See section~\ref{sec:compat-babel} for a description of the implementation of this feature. The most salient differences in the current version are the much improved compatibility with a large number of other packages (most notably \pkg{hyperref}) and the shift of many formatting decisions from \BibTeX\ to \LaTeX, so that they are easier to change by the user. Apart from the language support and the facilities for customization, the current version of \pkg{apacite} is aimed at conforming with the 5th edition of the APA manual. It remains, however, imperfect, although the instances of incorrectly formatted cases will be rare. The problems can be solved by ``tricking'' the style (e.g., by defining the \fieldname{number} field as ``\verb+2, Serial No. 186+'' if the issue number and serial number of a journal are both important), but this makes the \fname{.bib} file less compatible with other styles. In the test examples in section~\ref{sec:xmpl} below, many tricks are used and discussed. Remaining problems, omissions, and things-to-be-done can be found in section~\ref{sec:todo}. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \subsection*{Philosophy of \pkg{apacite}} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% As can be deduced from the discussion thus far, the first priority of \pkg{apacite} is to implement the rules of the APA manual with regard to citation and reference list as closely as possible. However, just like its predecessors, and actually expanding much beyond their realm, \pkg{apacite} offers many possibilities for customization as well. Many details of \pkg{apacite}, particularly punctuation and some fixed texts (e.g., ``Tech.\ Rep.'') can be changed easily by the user by redefining some commands in \LaTeX{}. Furthermore, \pkg{apacite} also offers several proper options to change some of its settings. Whether certain options or customizable aspects are implemented depends on two criteria: (1) Is it possible, easy (enough), and convenient to implement them without compromising the ability to adhere to the APA rules, and (2) Do I (EM) consider them important or useful enough to spend time to implement them. Actually, the decision process is the reverse of this: First, I decide whether I find it a relevant or useful option. If not, I will not implement it. If so, I will think about if and how I can implement it. If I have an idea for a solution that is practically feasible, I will pursue it. If I don't see a solution, if I think it will take me too much time, or if I think a solution will be inconvenient to other users, then I will not pursue it. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \subsection*{New in this version} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% The changes since the \APACversiondate{2005/06/08} version are: \begin{itemize} \item \pkg{apacite} is now packaged in \fname{dtx} (\pkg{doc}/\pkg{docstrip}) form, as is usual for \LaTeX{} packages. However, this is still rudimentary and considerable work is still needed to separate documentation from source code and to insert the convenient margin par notes and index entries. \item The \pkg{apacite} manual-specific commands are now put in a separate package file, \fname{apacdoc.sty}. Apart from specific commands and settings that are only of interest for this manual, this contains the definitions of commands that are considered too ad hoc, ill-designed, or otherwise not generally useful, but that are necessary to handle certain complicated references satisfactorily. For the latter reason, these may be interesting for users who encounter similar problems. See section~\ref{sec:apacdoc} for usage instructions. \item Improved customizability of the reference list by replacing many formatting decisions made by \fname{apacite.bst}, i.e., in the \BibTeX{} stage, by \LaTeX{} commands in the \fname{.bbl} file; see section~\ref{sec:custom-big-formatting}. In this way, formatting can be changed by the user by redefining the \LaTeX\ commands through \cmd{\renewcommand}. Hence, many new formatting commands have been introduced in \LaTeX. The drawback of this is that it is less easy to read the \fname{.bbl} file and make small changes by editing this file. \item Added \pkgoption{indexpackage}, \pkgoption{noindexpackage}, and \pkgoption{ltxemindex} options to be able to generate an author index with or without the \pkg{index} package. \item Resolved many compatibility problems between \pkg{apacite} and other packages, esp.\ \pkg{natbib}, \pkg{hyperref}, and several packages that can be used to generate multiple bibliographies (see section~\ref{sec:compat}). The \pkgoption{hyper} and \pkgoption{nohyper} have thus become obsolete and now give innocuous warnings. \item Added \pkgoption{includecorporate} and \pkgoption{suppresscorporate} options that determine whether corporate authors are to be included in the author index or not (with one of the indexing options, of course). This works by using the \cmd{\bibcorporate} command in the \fname{.bib} file. Also, if the author is the publisher as well, the decision of how to indicate this in the reference list is now deferred to the \LaTeX{} realm, so that the user can choose whether to use the APA-dictated ``Author'' or the name of the publisher itself. \item Added \cmd{\citeauthorNP}, \cmd{\fullciteauthorNP}, and \cmd{\shortciteauthorNP} commands, which are equivalent to the non-\verb+NP+ versions, except that they use the parenthetical ``and'' (`\&' by default) between authors. \item The citation commands now allow spaces between the works cited:\\ \verb+\cite{Jones:1999, Smith:2001}+. This is more convenient with word-wrapping text editors and corresponds to the implementation of other citation packages, as well as standard \LaTeX. \item Explicit (and thus improved) support of the \entryname{manual} reference type. \item The \fieldname{edition} and \fieldname{originaledition} fields can now be supplied as numbers; the ``st'', ``nd'', ``rd'', and ``th'' suffixes are automatically inserted in this case. If it is not a number (e.g., ``Rev.'' or ``2nd'', then the argument is copied literally, as in previous versions. \item The location of a \entryname{lecture} can now be given in the \fieldname{address} field and does not need to be included in the \fieldname{howpublished} field anymore. \item Added support for the \fieldname{url} and \fieldname{lastchecked} fields to improve references to websites. Also, the number of other fields that are supported has been increased, most notably \fieldname{howpublished} for \entryname{book}s and \fieldname{address} for \entryname{lecture}s; see Table~\ref{tab:fieldref}. Defined URL formatting styles for usage with the \pkg{url} package that adhere to the APA rules in this regard (esp.\ line-breaking). \item Improved and extended language support (see section~\ref{sec:compat-babel}): new added languages, thanks to \pkg{apacite} users, and extended customizability. Additional commands that anticipate further language-improvements are \cmd{\BPBI}, \cmd{\BPBI}, \cmd{\APACmonth}, \cmd{\Bby}, \cmd{\BAuthor}, \cmd{\BAvailFrom}, \cmd{\BRetrieved}, and \cmd{\BMsgPostedTo}. However, these commands have not been defined in the language files yet. \item A few small changes to the examples from the APA manual (section~\ref{sec:xmpl}), incorporating a few errata to the APA manual published on the APA's web site. Also, some improved tricks in the examples. These primarily fix some problems with the author index induced by earlier tricks. \item Some minor changes and bug fixes that most users will not notice. One consequence is that the earlier \pkgoption{accentfix} and \pkgoption{noaccentfix} options have become obsolete and now give innocuous warnings. \end{itemize} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \section{Installation, package loading, and running \BibTeX{}} \label{sec:usage} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% As of this version, \pkg{apacite} is distributed as a \fname{.dtx} file, like most \LaTeX{} packages. This file, \fname{apacite.dtx}, is supplemented by a \fname{README} file, which gives a brief introduction and installation instructions, the user's manual in the file \fname{apacite.pdf} (which you are reading right now), and the installation file \fname{apacite.ins}. Strictly speaking, only the \fname{apacite.dtx} file is necessary, because the installation file is regenerated from it if it is not available, and the user's manual is generated by running \LaTeX{} on \fname{apacite.dtx}. But it is customary (and convenient for potential users) to include the other files as well. The \LaTeX{} packages, \BibTeX{} style files, and other files in the distribution are generated by running \LaTeX{} on \fname{apacite.ins}. This generates the following files: \begin{description} \item[\fname{apacite.sty}] The \LaTeX{} citation package. This must be placed in a directory where \TeX{} can find it. \item[\fname{apacite.bst}] The \BibTeX{} reference list style. This must be placed in a directory where \BibTeX{} can find it. \item[\fname{apacitex.bst}] The \BibTeX{} reference list style with added author index support. This must also be placed in a directory where \BibTeX{} can find it. \item[\fname{apa5ex.bib}] The file with bibliographic information about the references used in the user's manual (i.e., the current document). This is also useful for users to find out how certain nontrivial problems can be solved. This can best be kept in the same directory as \fname{apacite.dtx}. \item[\fname{apacite.drv}] Documentation driver. Run \LaTeX{} on this file to regenerate the user's manual. This is the current document, and can also be ontained by running \LaTeX{} on \fname{apacite.dtx}, but you can edit the file \fname{apacite.drv} to change some settings, e.g., choose whether or not the documented source code must be included in the manual or not. Please don't edit \fname{apacite.dtx} itself. The file \fname{apacite.drv} can best be kept in the same directory as \fname{apacite.dtx}. \item[\fname{*.apc}] Language-specific modifications of \pkg{apacite}. See section~\ref{sec:compat-babel} for a discussion of these. These must be placed in a directory where \LaTeX{} can find them. The files that are currently supplied are \fname{english.apc}, \fname{dutch.apc}, \fname{finnish.apc}, \fname{german.apc}, \fname{ngerman.apc}, \fname{greek.apc}, \fname{norsk.apc}, \fname{spanish.apc}, and \fname{swedish.apc}. \item[\fname{apacdoc.sty}] A \LaTeX{} package that contains commands and settings used in this user's manual. This can be placed in a directory where \TeX{} can find it, but given that it is primarily useful for processing the user's manual and not intended as a package for wider usage, it can also be left in the same directory as \fname{apacite.dtx}. See section~\ref{sec:apacdoc} for a further discussion of this package. \end{description} Previous versions of \pkg{apacite} provided the file \fname{apacite.tex}, which contained the user's manual, but this is now included in \fname{apacite.dtx} and can be formatted by running \LaTeX{} on \fname{apacite.drv}. The \fname{apacite.sty} \LaTeX{} package is loaded by putting \mbox{}\vspace{0.7\baselineskip}\\ \cmdthreealt{usepackage}{options}{apacite} \mbox{}\vspace{0.7\baselineskip}\\ somewhere in your document between \cmd{\documentclass} and \verb+\begin{document}+, or putting \mbox{}\vspace{0.7\baselineskip}\\ \cmdthreealt{RequirePackage}{options}{apacite} \mbox{}\vspace{0.7\baselineskip}\\ in your own personal \LaTeX{} package (say, \fname{mysettings.sty}) that is loaded by your document. To load the \fname{apacite.bst} or \fname{apacitex.bst} bibliography style in \BibTeX{}, put \mbox{}\vspace{0.7\baselineskip}\\ \verb+\bibliographystyle{apacite}+ \mbox{}\vspace{0.7\baselineskip}\\ or \mbox{}\vspace{0.7\baselineskip}\\ \verb+\bibliographystyle{apacitex}+ \mbox{}\vspace{0.7\baselineskip}\\ respectively, in your document before the \cmd{\bibliography} command. The position of the bibliography (reference list) is determined by the line \mbox{}\vspace{0.7\baselineskip}\\ \cmdtwo{bibliography}{bibfiles} \mbox{}\vspace{0.7\baselineskip}\\ where \opt{bibfiles} is a list of filenames with \fname{.bib} extension, which contain the bibliographic information that is used by \BibTeX{} to construct the reference list. Usually, the \cmd{\bibliographystyle} and \cmd{\bibliography} are kept together (immediately follow each other) in the document, although when you are using the \pkg{apa} document class, \pkg{apacite} is used by definition and you are not supposed to use the \cmd{\bibliographystyle} command yourself. See the documentation of the \pkg{apa} documentclass for details about this. If you use one of the author indexing options, the author index is put in the \LaTeX{} output by the line \begin{verbatim} \printindex[autx] \end{verbatim} If you put this line in your document, but don't use one of the author indexing options, it will be ignored. For more on author indexing, see section~\ref{sec:autindex}. To get all parts in the final output, the following sequence of runs should typically be taken (when starting from scratch): (1) \LaTeX{}, (2) \BibTeX{}, (3) \LaTeX{}, (4) \LaTeX{}, and, when author indexing is on, (5) \MakeIndex{}, (6) \LaTeX{}, and (7) \LaTeX{}. The last one is to get the index in the table of contents. If the table of contents is on a regular page, i.e., an arabic-numbered page instead of a roman-numbered page in the front matter, it may even be necessary to run \MakeIndex{} another time, followed by \LaTeX{} once or twice. Occasionally, somewhere in the process, \LaTeX{} may complain about labels that may have changed, which requires even more additional \LaTeX{} runs at that stage. So the number of runs that are necessary to get everything right may become large. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \section{Package options} \label{sec:options} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% The following options are recognized by \pkg{apacite}: \begin{description} \item[\pkgoption{BCAY}] \mbox{}\\ This is a technical option for backwards compatibility with old versions (pre-\APACversiondate{2003/09/05}) of \pkg{apacite}. In those versions of \pkg{apacite}, the \cmd{\BCAY} construction was used to pass relevant citation information from the \fname{.bbl} file (\BibTeX{}'s output) to \LaTeX{}. This was taken over from its immediate predecessor, Young U. Ryu's \pkg{theapa}. However, \pkg{natbib} does not recognize the \cmd{\BCAY} construction, but it does recognize the analogous \cmd{\citeauthoryear} construction, which was also used by an earlier predecessor of \pkg{apacite}, \pkg{newapa}. Therefore, \pkg{apacite} has reverted to \cmd{\citeauthoryear} as well. This makes different versions of \pkg{apacite} incompatible with each other, because it is not possible to support both constructions at the same time. This option is used to fix that: In the (unlikely) event that you \emph{must} use a \fname{.bbl} file that is generated by an old version of \pkg{apacite}, you can turn this option on. \item[\pkgoption{index}] \item[\pkgoption{indexpackage}] \item[\pkgoption{noindexpackage}] The \pkgoption{index} option turns author indexing on. See section~\ref{sec:autindex} for a discussion of the author indexing facility. The \pkgoption{index} option should be used with the \fname{apacitex.bst} \BibTeX{} style, although it does not give errors with \fname{apacite.bst}, but simply does not give author index entries, so then this option typically does not have any effect (and an undesirable effect if it does). The \pkgoption{indexpackage} and \pkgoption{noindexpackage} select whether the author index entries should be generated according to the method of the \pkg{index} package or using a more standard-\LaTeX{} method. By default, if the \pkgoption{index} option is requested, the \pkgoption{indexpackage} option is turned on as well, consistent with the behavior of previous versions of \pkg{apacite}. \item[\pkgoption{noindex}] \mbox{}\\ Turns author indexing off (the default). Typically used with \fname{apacite.bst}, but can also be used with \fname{apacitex.bst}. In the latter case, the author indexing commands are simply ignored. Therefore, \fname{apacite.bst} is actually superfluous, but because author indexing will be used rarely and \fname{apacitex.bst} is more likely to lead to errors or incompatibilities, a ``clean'' (no author indexing) version, \fname{apacite.bst}, is provided as well. \item[\pkgoption{suppresscorporate}] \mbox{}\\ Excludes corporate authors from the author index. The \cmd{\bibcorporate} command must be used in the \fname{.bib} file to denote a corporate author; see sections~\ref{subsec:fields}, \ref{subsec:labels}, and~\ref{sec:autindex}. \item[\pkgoption{includecorporate}] \mbox{}\\ Includes corporate authors in the author index, provided that an author index is requested of course. \item[\pkgoption{stdindex}] \item[\pkgoption{tocindex}] \item[\pkgoption{emindex}] \item[\pkgoption{ltxemindex}] \mbox{}\\ These options select the style of index formatting. They all imply the \pkgoption{index} option. The first three of these imply the \pkgoption{indexpackage} option, whereas the fourth implies \pkgoption{noindexpackage}. See section~\ref{sec:autindex}. \item[\pkgoption{numberedbib}] \mbox{}\\ This option implies that the bibliography (reference list) is a numbered section or chapter, e.g., ``6.~References'', instead of just ``References''. \item[\pkgoption{unnumberedbib}] \mbox{}\\ The reverse of \pkgoption{numberedbib}: The bibliography is an unnumbered section or chapter. This is the default. However, it is possible that when using the \pkg{apa} document class, then \pkgoption{numberedbib} works better, because that class turns section numbering off anyway and it may be that \pkg{apa}'s page headings work well if the reference list is a \cmd{\section} and not if it is a \cmd{\section*}. I have not experimented with this (yet), however. \item[\pkgoption{sectionbib}] \mbox{}\\ With this option, the bibliography is a section and not a chapter. Mainly useful in combination with the \pkg{chapterbib} package. Therefore, it will be discussed in more detail in section~\ref{sec:compat-chapterbib}. \item[\pkgoption{nosectionbib}] \mbox{}\\ With this option, the bibliography is a chapter, if the \cmd{\chapter} command is defined. Otherwise, it is always a section. Again, see section~\ref{sec:compat-chapterbib}. \item[\pkgoption{tocbib}] \mbox{}\\ This puts the bibliography in the table of contents, even if it is unnumbered, provided of course that a table of contents is requested in the document (by \cmd{\tableofcontents}). This is the default. \item[\pkgoption{notocbib}] \mbox{}\\ This does not put the bibliography in the table of contents if it is an unnumbered section or chapter. If it's numbered, it is always in the table of contents. \item[\pkgoption{bibnewpage}] \mbox{}\\ The bibliography is started on a new page. This is required by some journal styles, including the APA manual. The \pkg{apa} class already contained this in its \pkgoption{man} option, but now it has been made available directly in \pkg{apacite}. \item[\pkgoption{nobibnewpage}] \mbox{}\\ The bibliography is not explicitly started on a new page, although if the bibliography is a chapter, it will be started on a new page anyway, because chapters are started on a new page. This is the default in \pkg{apacite} and thus is the only time a non-APA setting is used as default instead of an available APA setting. Therefore, to satisfy the APA rules, you have to request the \pkgoption{bibnewpage} option explicitly. \end{description} % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \section{The citation commands} \label{sec:cite} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% In this section, the commands are described that can be used to cite a work. Their default behavior will be explained. In section~\ref{sec:custom}, customization of this behavior will be discussed. Extensive examples are given in section~\ref{sec:xmpl}. Table~\ref{tab:basic-cite} gives a brief impression of the usage and results of the most common citation commands. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \begin{table}[tp] \begin{center} \caption{Examples of usage of basic citation commands.} \label{tab:basic-cite} \begin{tabular}{@{}ll@{}} \hline Command & Result \\ \hline \verb+\cite[p.~11]{Jone01,Ross87}+ & (e.g., Jones, 2001; Ross, 1987, p.~11) \\ \verb+\citeNP[p.~11]{Jone01,Ross87}+ & e.g., Jones, 2001; Ross, 1987, p.~11 \\ \verb+\citeA[p.~11]{Jone01,Ross87}+ & e.g., Jones (2001); Ross (1987, p.~11) \\ \verb+\citeauthor[p.~11]{Jone01,Ross87}+ & e.g., Jones; Ross, p.~11 \\ \verb+\citeyear[p.~11]{Jone01,Ross87}+ & (e.g., 2001; 1987, p.~11) \\ \verb+\citeyearNP[p.~11]{Jone01,Ross87}+ & e.g., 2001; 1987, p.~11 \\ \hline \end{tabular} \end{center} \end{table} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% If the \pkg{apacite} package is loaded, the following citation commands can be used. \begin{description} \item[\cmdfour{cite}{prefix}{postfix}{keys}] \item[\cmdfour{fullcite}{prefix}{postfix}{keys}] \item[\cmdfour{shortcite}{prefix}{postfix}{keys}] \mbox{}\\ These three commands produce parenthetical citations of the following form: ``(\opt{prefix} \opt{Authors1}, \opt{Year1}; \opt{Authors2}, \opt{Year2}; \ldots; \opt{AuthorsN}, \opt{YearN}, \opt{postfix})''. The command \cmd{\fullcite} uses the ``full'' author list, and the \cmd{\shortcite} command uses the abbreviated author list. The \cmd{\cite} command uses the ``full'' list the first time a work is referenced and the ``short'' list the second and subsequent times. In accordance with the APA manual, the ``full'' list consists of all authors if their number is five or less, and the first author suffixed with ``et al.{}'' if their number is six or more. Similarly, the ``short'' list consists of all authors if their number is two or less and the first author with ``et al.{}'' if their number is three or more. There are some nuances for complicated situations. These will be discussed in section~\ref{sec:xmpl}. If the (full) author lists of subsequent citations within the same citation command are the same, they are not repeated; only the years of the later citations are given. This holds for all analogous cases as well. The prefix and postfix are optional. Thus, e.g., \cmdtwo{cite}{keys}, \cmdthree{cite}{postfix}{keys}, and \cmdthreepre{cite}{prefix}{keys} are also allowed. This holds for all analogous cases as well. \item[\cmdfour{citeNP}{prefix}{postfix}{keys}] \item[\cmdfour{fullciteNP}{prefix}{postfix}{keys}] \item[\cmdfour{shortciteNP}{prefix}{postfix}{keys}] \mbox{}\\ ``No parentheses'' versions of \cmd{\cite}, \cmd{\fullcite}, and \cmd{\shortcite}. They produce citations of the form ``\opt{prefix} \opt{Authors1}, \opt{Year1}; \opt{Authors2}, \opt{Year2}; \ldots; \opt{AuthorsN}, \opt{YearN}, \opt{postfix}''. Can be used for complex citations within parenthetical material, see the discussion of \cmd{\citeyearNP} below. \item[\cmdfour{citeA}{prefix}{postfix}{keys}] \item[\cmdfour{fullciteA}{prefix}{postfix}{keys}] \item[\cmdfour{shortciteA}{prefix}{postfix}{keys}] \mbox{}\\ These commands are similar to the commands without the ``\verb+A+'' suffix. They produce in-text citations of the form ``\opt{prefix} \opt{Authors1} (\opt{Year1}), \opt{Authors2} (\opt{Year2}), \ldots, \opt{AuthorsN} (\opt{YearN}, \opt{postfix})''. Typically, the \opt{prefix} will be empty, because it is part of the main text, and there typically will only be one citation in \opt{keys} (unless the authors of multiple citations are the same), because the authors' names are also part of the main text. But it was easy to provide the additional options, and this enhances the similarity with the other citation commands, which I found desirable. \item[\cmdfour{citeauthor}{prefix}{postfix}{keys}] \item[\cmdfour{fullciteauthor}{prefix}{postfix}{keys}] \item[\cmdfour{shortciteauthor}{prefix}{postfix}{keys}] \item[\cmdfour{citeauthorNP}{prefix}{postfix}{keys}] \item[\cmdfour{fullciteauthorNP}{prefix}{postfix}{keys}] \item[\cmdfour{shortciteauthorNP}{prefix}{postfix}{keys}] \mbox{}\\ These commands are similar to their \cmd{\cite}-type counterparts, except that they produce citations of the form ``\opt{prefix} \opt{Authors1}, \opt{Authors2}, \ldots, \opt{AuthorsN}, \opt{postfix}'' (the years and parentheses are left out). This is typically used in a paragraph when a proper citation (incl.\ year) to the same work has already been given in the paragraph.% \footnote{Note that a paragraph is not a section. Nor does it need to be declared as a \cmd{\paragraph}. A reminder for Dutch readers: ``section'' = ``paragraaf'' and ``paragraph'' = ``alinea''.} In such a case, according to the APA manual, the year must not be repeated for repeated references to the same work in the same paragraph. A second important application of these commands is when some complex citations must be constructed, like ``\citeauthor{4.05-1}'s \citeyear{4.05-1} theory'', which makes combined use of \cmd{\citeauthor} and \cmd{\citeyear}, see below. Normally, I would expect only one citation per \cmd{\citeauthor}-type command, and no \opt{prefix} or \opt{postfix}. The difference between the ``non-\verb+NP+'' versions and the ``\verb+NP+'' versions is that the latter are intended to be used parenthetically, like \cmd{\cite}, whereas the former are intended to be used in the running text, like \cmd{\citeA}. Neither of these generate the parentheses, though. Thus, the only real difference is that the ``non-\verb+NP+'' versions use ``and'' between authors and the ``\verb+NP+'' versions use ``\&''. Following the \cmd{\cite}--\cmd{\citeNP}--\cmd{\citeA} logic, \cmd{\citeauthor} should actually be called \cmd{\citeauthorA} and a \cmd{\citeauthor} command should be supplied that is the same as the current \cmd{\citeauthorNP} but with parentheses added. For historical reasons and some compatibility with other citation packages, this is currently not the case. I may try to invent a decent solution for a next release of \pkg{apacite}. \item[\cmdfour{citeyear}{prefix}{postfix}{keys}] \mbox{}\\ Produces citations of the form ``(\opt{prefix} \opt{Year1}, \opt{Year2}, \ldots, \opt{YearN}, \opt{postfix})''. See the discussion of \cmd{\citeauthor} above. Typically, the \opt{prefix} would be empty and multiple citations would only be used if they have the same authors. \item[\cmdfour{citeyearNP}{prefix}{postfix}{keys}] \mbox{}\\ A ``no parentheses'' version of \cmd{\citeyear}. Produces citations of the form ``\opt{prefix} \opt{Year1}, \opt{Year2}, \ldots, \opt{YearN}, \opt{postfix}''. Can be used for complex citations within parenthetical material, like ``the work of \citeauthor{3.99-15} (\citeyearNP{3.99-15}; but see also \citeNP{3.99-16,3.99-17})'', which also uses the \cmd{\citeNP} command. \item[\cmdtwo{nocite}{keys}] \mbox{}\\ The entries are included in the bibliography without being cited in text. This is standard \LaTeX. Note that the APA manual normally does not allow this. The only exception concerns works that are studied in a meta-analysis, but for these the \cmd{\nocitemeta} command should be used. \item[\cmdtwo{nocitemeta}{keys}] \mbox{}\\ This is similar to \cmd{\nocite}. It is used to get the list of works included in a meta-analysis in the bibliography. This command has the additional effect that the corresponding items in the bibliography are preceded by an asterisk (\APACmetastar) and a remark explaining this is inserted just before the bibliography, as required by the APA manual. \end{description} In order to format the examples from the APA manual correctly in section~\ref{sec:xmpl}, the \fname{apacdoc.sty} package defines the following additional citation commands: \cmd{\DSMcite}, \cmd{\biblecite}, and \cmd{\citesong}, and obvious variations with \verb+full+, \verb+short+, \verb+A+, and \verb+NP+. I have decided not to include these in \fname{apacite.sty}, primarily because I find it unattractive to introduce different types of citation commands for different types of citations. This also makes it more difficult to use the same document with another citation package. Perhaps I'll be able to provide, in a future version of \pkg{apacite}, more elegant solutions to the problems for which these commands were defined. See section~\ref{sec:apacdoc} for a description of the \fname{apacdoc.sty} package and some brief usage instructions. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \section{Contents of the bibliography database file} \label{sec:bib} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% The information that is used by \LaTeX/\BibTeX{} to generate the citations and reference list must be stored by the user in one or more files with the \fname{.bib} extension. A detailed overview of the contents of the \fname{.bib} file is given in \citeA[section~12.2]{KoDa04} and \citeA[section~13.2]{TLC2}. Roughly speaking, the \fname{.bib} file consists of a collection of \emph{entries} of the form \mbox{}\vspace{0.7\baselineskip}\\ \verb+@+\opt{entryname}\verb+{+\opt{contents}\verb+}+ \mbox{}\vspace{0.7\baselineskip}\\ Most entries describe a work that may be referenced, e.g., a book or article. There are, however, two exceptions: a \entryname{preamble} entry (with \opt{entryname} = \verb+preamble+) and a \entryname{string} entry (with \opt{entryname} = \verb+string+). There is typically at most one \entryname{preamble} entry. Its \opt{contents} consist of a string---according to \BibTeX, i.e., between double quotes (\verb+"+) or an additional pair of braces (\verb+{+ and \verb+}+). This string, which typically consists of \LaTeX{} commands like \verb+\newcommand{\SortNoop}[1]{}+, is literally included in the document before the bibliography. It can therefore be used to define commands that are used in the (other) entries of the \fname{.bib} file and that are not standard \LaTeX{}. A \entryname{string} entry is similar, but the contents are now not included in the document. Instead, the string is assigned to a kind of ``variable'', the name of which may contain characters not usually associated with variable names, like colons and hyphens, see \citeA[p.~769]{TLC2}. An example of a \entryname{string} entry is \begin{verbatim} @string{ JPSP = {Journal of Personality and Social Psychology} } \end{verbatim} Then, if in a later entry, the journal is \emph{Journal of Personality and Social Psychology}, you can format this as \begin{verbatim} journal = JPSP, \end{verbatim} instead of the usual \begin{verbatim} journal = {Journal of Personality and Social Psychology}, \end{verbatim} This is not only convenient because it saves typing of common long journal names (and reduces the likelihood of typos), but it can also be used to define style-specific variations. For example, some styles abbreviate journal names, such as \emph{J.~Pers.\ Soc.\ Psych.}\hbox{} instead of \emph{Journal of Personality and Social Psychology}. You could then put the definitions of all full journal names in one \fname{.bib} file (\fname{fulljou.bib}, say) and the definitions of the abbreviated journal names in another (\fname{abbrjou.bib}, say). Suppose that the information about the referenced works is stored in a third file, say, \fname{myrefs.bib}, and that the ``NotAPA'' style rules, implemented in the \fname{notapa.bst} \BibTeX{} style file, require the abbreviated journal names. Then you can use \begin{verbatim} \bibliographystyle{notapa} \bibliography{abbrjou,myrefs} \end{verbatim} to obtain a reference list complying with the ``NotAPA'' rules. If you change your mind and decide to switch to using the rules of the APA manual, you only need to change the two lines above into \begin{verbatim} \bibliographystyle{apacite} \bibliography{fulljou,myrefs} \end{verbatim} (and additionally load the \fname{apacite.sty} \LaTeX{} package through \cmd{\usepackage}). The remaining entry types are types that correspond with the type of a referenced work, e.g., \entryname{book} or \entryname{article}. These entry types (reference types) are discussed in section~\ref{subsec:types} below. Such entries have the following structure: \mbox{}\vspace{0.7\baselineskip}\\ \verb+@+\opt{entryname}\verb+{+\opt{key}\verb+,+\\ $\mbox{}\qquad$\opt{fieldname1}\verb+ = +\opt{value1}\verb+,+\\ $\mbox{}\qquad$\opt{fieldname2}\verb+ = +\opt{value2}\verb+,+\\ $\mbox{}\qquad\qquad\vdots$\\ $\mbox{}\qquad$\opt{fieldnameN}\verb+ = +\opt{valueN}\verb+,+\\ \verb+}+ \mbox{}\vspace{0.7\baselineskip}\\ where \opt{key} corresponds to the key used in the citation commands and matches the entry with the citation (and should therefore be unique). The fieldnames are \verb+author+, \verb+year+, etc., which are described in section~\ref{subsec:fields} below. The values are strings, either defined previously by a \entryname{string} entry or explicitly indicated as such here by putting the relevant information between double quotes (\verb+"+) or a pair of braces (\verb+{+ and \verb+}+). To be able to obey the rules of the APA manual, \pkg{apacite} provides several fields and reference types that are not described in the standard \BibTeX{} documentation \cite[chap.~13]{TLC2}. Furthermore, the meaning and usage of many fields and reference types that \emph{are} described there have been altered somewhat. Therefore, a complete description is given here. The symbol \LC{} will be used to indicate that the field or reference type is also described in \citeA[Appendix~B]{LaTeXbook}, \citeA[chap.~12]{KoDa04}, or \citeA[chap.~13]{TLC2}, although, as mentioned above, the specific meaning of the item may have been changed. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \subsection{Types of references} \label{subsec:types} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% In this section, the list of reference types that are recognized by \pkg{apacite} is given. An overview of which fields can be used for which reference type is given in Table~\ref{tab:fieldref}. If fields are not relevant, but you use them anyway in your \fname{.bib} file, they are ignored. The fields and their use are described in more detail in section~\ref{subsec:fields}, but here some specific issues will already be mentioned. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \begin{table}[p] \centering \caption{List of fields that are used by the various reference types (blank = not used; \X{} = used; \Y{} = used, but only for citations).} \label{tab:fieldref} \small \makebox[0pt]{% some manipulation to squeeze the table onto the page \newlength{\oldtabcolsep} \setlength{\oldtabcolsep}{\tabcolsep} \setlength{\tabcolsep}{2pt} \begin{tabular}{@{}l@{}cccccccccc@{}} \hline & \multicolumn{10}{c}{Reference type}\\ \cline{2-11} % % Normally, I would use the sideways environment of the rotating % package to format this nicely, but I do not want to require % other packages to format this document, so I choose an uglier % solution here. % & article\\ & magazine & & & & & & phdthesis & & manual\\ Field & newspaper & book & incollection & techreport & intechreport & lecture & mastersthesis & unpublished & misc & literal\\ \hline address & &\X&\X&\X&\X&\X&\X&\X&\X& \\ annote & & & & & & & & & & \\ author &\X&\X&\X&\X&\X&\X&\X&\X&\X& \\ booktitle & & &\X& &\X& & & & & \\ chair & & & & & &\X& & & & \\ chapter & & &\X& & & & & & & \\ day &\X& &\X&\X&\X&\X& &\X&\X& \\ edition & &\X&\X&\X&\X& &\X& &\X& \\ editor &\X&\X&\X&\X&\X& & &\X&\X& \\ englishtitle &\X&\X&\X&\X&\X&\X&\X&\X&\X& \\ firstkey &\Y&\Y&\Y&\Y&\Y&\Y&\Y&\Y&\Y&\Y\\ howpublished &\X&\X&\X&\X&\X&\X&\X&\X&\X& \\ institution & & & &\X&\X& & & & & \\ journal &\X& & & & & &\X& & & \\ key &\Y&\Y&\Y&\Y&\Y&\Y&\Y&\Y&\Y&\Y\\ lastchecked &\X&\X&\X&\X&\X&\X&\X&\X&\X& \\ month &\X& &\X&\X&\X&\X& &\X&\X& \\ note &\X&\X&\X&\X&\X&\X&\X&\X&\X& \\ number &\X&\X& &\X&\X& &\X&\X&\X& \\ organization & & & & & & & &\X& & \\ originaladdress &\X&\X&\X& &\X& & & & & \\ originalbooktitle &\X&\X&\X& &\X& & & & & \\ originaledition &\X&\X&\X& &\X& & & & & \\ originaleditor &\X&\X&\X& &\X& & & & & \\ originaljournal &\X&\X&\X& &\X& & & & & \\ originalnumber &\X&\X&\X& &\X& & & & & \\ originalpages &\X&\X&\X& &\X& & & & & \\ originalpublisher &\X&\X&\X& &\X& & & & & \\ originalvolume &\X&\X&\X& &\X& & & & & \\ originalyear &\X&\X&\X&\Y&\X&\Y&\X&\Y&\Y&\Y\\ pages &\X& &\X& &\X& &\X& & & \\ publisher & &\X&\X& & & & & &\X& \\ school & & & & & & &\X& & & \\ series & & & & & & & & & & \\ symposium & & & & & &\X& & & & \\ text & & & & & & & & & &\X\\ title &\X&\X&\X&\X&\X&\X&\X&\X&\X& \\ translator &\X&\X&\X&\Y&\X&\Y&\Y&\Y&\Y&\Y\\ type &\X&\X&\X&\X&\X&\X&\X&\X&\X& \\ url &\X&\X&\X&\X&\X&\X&\X&\X&\X& \\ volume &\X&\X&\X&\X&\X& &\X& &\X& \\ year &\X&\X&\X&\X&\X&\X&\X&\X&\X&\Y\\ \hline \end{tabular}% \setlength{\tabcolsep}{\oldtabcolsep} } % \end{table} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% The following entry types (reference types) are defined in \pkg{apacite}: \begin{description} \item[\entryname{article}\LC] \mbox{}\\ A journal article or comparable. If the ``article'' referenced to is a special issue of a journal or something else that has editors instead of authors, the \fieldname{author} field should be empty and the \fieldname{editor} field should be used for the editors. If the journal paginates by issue instead of by volume, or when you are referring to a whole special issue, the issue number should be given in the \fieldname{number} field. In all other cases (including referring to an article within a special issue), the \fieldname{number} field must not be used. The \fieldname{type} field can be used to denote the type of article, for example, ``\verb+Letter to the editor+'', or ``\verb+Review of the book \emph{Life in the middle}+''. \item[\entryname{magazine}] \mbox{}\\ A magazine article. Unlike in early versions of \pkg{apacite}, this is now equivalent to \entryname{article}. However, with an \entryname{article}, the \fieldname{month} and \fieldname{day} fields should generally not be used, unless there is a compelling reason to use them. For a magazine, the \fieldname{month}, and \fieldname{day} (for weeklies) fields are commonly used. \item[\entryname{newspaper}] \mbox{}\\ A newspaper article. This is similar to \entryname{article} and \fieldname{magazine}, except that the pages are formatted a little different, with ``pp.~23--49'' instead of just ``23--49''. \item[\entryname{book}\LC] \mbox{}\\ An entire book. The \fieldname{type} field can be used to denote a specific type of item (so generally not strictly a book), e.g., ``\verb+Brochure+''. Similarly, the \fieldname{number} field can be used if this is considered useful. (It is used in example 24 in the APA manual, see below.) This seems quite rare to me, however. It should certainly \emph{not} be used for ISBN numbers and the like. \item[\entryname{incollection}\LC] \mbox{}\\ An article in a (usually edited) book, or other kind of larger work, except a report, for which the \entryname{intechreport} entry is used. The \fieldname{booktitle} field contains the title of the whole collection (book). The \fieldname{type} field is currently used to denote the type of article, as with the \entryname{article} reference type, although in some cases, it may be more naturally to let the \fieldname{type} field contain the type of the whole work (e.g., CD). Therefore, I may change this somewhat in future versions of \pkg{apacite}. \item[\entryname{techreport}\LC] \mbox{}\\ A report. This may be a ``technical'' report such as published by universities, or a report from government organizations or private companies. The \fieldname{type} field can be used to indicate what kind of report it is, e.g., ``\verb+College Board Rep.+'' or ``\verb+{DHHS} Publication+''. If the \fieldname{type} field is missing, the default type ``\verb+Tech.\ Rep.\hbox{}+'' is used. (The \verb+\hbox{}+ ensures that \TeX{} does not view the period as the end of a sentence, which would insert too much space.) If no type description should be given, \verb+\bibnotype+ should be used as the contents of the \fieldname{type} field. The \fieldname{number} field can be used to give the report number. The organization that published the report should be given in the \fieldname{institution} field. \item[\entryname{intechreport}] \mbox{}\\ An article in a (usually edited) report. This is more or less a combination of \entryname{incollection} and \entryname{techreport}. It uses the same fields as the former to describe the article itself, except \fieldname{type}, e.g., \fieldname{booktitle}, which is in this case the title of the entire report, and the same fields as the latter to describe the report. In particular, the \fieldname{type}, \fieldname{number}, and \fieldname{institution} fields are used for the report. \item[\entryname{lecture}] \mbox{}\\ A paper presented at a meeting. According to the APA manual, the year and month should be given, but \pkg{apacite} also uses the \fieldname{day} field when available. The \fieldname{symposium} field can be used for the name of the symposium and the \fieldname{chair} field for the chair of the meeting. The \fieldname{howpublished} field should be used to indicate the occasion at which the paper was presented if the \fieldname{symposium} field is empty, e.g., ``\texttt{Paper presented at the meeting of the American Professional Society on the Abuse of Children}''. It can also be used to give additional information about the symposium if the \fieldname{symposium} field is not empty. \item[\entryname{phdthesis}\LC] \mbox{}\\ A doctoral dissertation. The \fieldname{school} field is used to denote the university for which the thesis was written. The \fieldname{type} field can be used for the thesis type, e.g., ``\verb+PhD thesis+''. If it is empty, the default type is used, which is ``\verb+Unpublished doctoral dissertation+'' or ``\verb+Doctoral dissertation+'', depending on whether the \fieldname{journal} field is empty or not. If the thesis is abstracted in \emph{Dissertation Abstracts International} or similar, then the \fieldname{journal}, \fieldname{volume}, \fieldname{number}, and \fieldname{pages} fields can be used as with journal articles. The \fieldname{year} field should denote the year of the ``journal''. The \fieldname{originalyear} field should be used to denote the year of the original thesis, even if it is the same as the year of the abstract, provided that the original thesis is used, and not the abstract. Then, the \fieldname{school} field should also be used, and optionally the \fieldname{type} field. If only the abstract is used, it should presumably be treated as a journal article. \item[\entryname{mastersthesis}\LC] \mbox{}\\ This is equivalent to the \entryname{phdthesis} type, except that the default ``unpublished'' and ``published'' \fieldname{type}s are ``\verb+Unpublished master's thesis+'' and ``\verb+Master's thesis+''. \item[\entryname{unpublished}\LC] \mbox{}\\ For unpublished manuscripts and similarly ``obscure'' material. The \fieldname{howpublished} field will typically be used to indicate what kind of work is referred to (e.g., ``\verb+Unpublished manuscript+''). The \fieldname{organization} field can be used to denote the organization in which the document was produced, e.g., ``\texttt{Johns Hopkins University, Center for Social Organization of Schools}''. Note that the larger organization should be given first and the department after that. The address (city and state, etc., see the discussion of the \fieldname{address} field in section~\ref{subsec:fields} below) of the organization should be given in the \fieldname{address} field, unless it is already mentioned in the name of the organization. Presumably, if the organization is ``\verb+University of Groningen+'', the city name ``Groningen'' should not be given in the \fieldname{address} field, but the country ``The Netherlands'' should. When both the \fieldname{organization} and the \fieldname{address} field are available, \pkg{apacite} formats these as ``organization, address''. This is different from the usual ``address: publisher'' form. This behavior cannot explicitly be deduced from the 5th edition, nor from the 4th edition, of the APA manual, but the 3rd edition \cite{APAManual3} gives an explicit example (example 53, p.~131): \citeA{APA-3rd-ed-ex53}. \item[\entryname{misc}\LC] \mbox{}\\ For works that do not fit into the other categories, such as motion pictures, cassette recordings, computer software, etc. The \fieldname{type} field can be used to indicate the type of work, and \pkg{apacite} recognizes a few specific types that should be formatted a little differently, see the discussion of the \fieldname{type} field below. If the \fieldname{address} and \fieldname{publisher} fields are available, the address and publisher part is formatted as with books. The \entryname{unpublished} and \entryname{misc} types are very similar, but there are some differences. For example, \entryname{unpublished} uses the \entryname{organization} field and \entryname{misc} uses the \fieldname{publisher} field, and this part is formatted differently. Further, the \entryname{unpublished} type requires \fieldname{author}, \fieldname{editor}, \fieldname{title}, or \fieldname{type}, whereas with \fieldname{misc}, \fieldname{howpublished} takes the first position if these fields are all empty. Finally, as briefly indicated above and discussed in more detail below, \entryname{misc} recognizes some special types in the \fieldname{type} field. \item[\entryname{literal}] \mbox{}\\ If the other categories do not format the item correctly, this category can be used. The \fieldname{text} field is copied literally to the bibliography. The \fieldname{firstkey}, \fieldname{key}, \fieldname{year}, and possibly \fieldname{originalyear} and \fieldname{translator} fields are necessary to get correct in-text citations. However, I have never needed to use this entry type and I think that \entryname{misc} should also be able to format the entry correctly. Furthermore, the correct placement of \entryname{literal} references in the reference list (alphabetizing, sorting), may be problematic. \item[\entryname{manual}\LC] \mbox{}\\ This is treated as a \entryname{misc}, except that when the \fieldname{type} field is empty, it is assumed to be a \cmd{\bibcomputersoftwaremanual}. See also the description of the \fieldname{type} field below. \item[\entryname{booklet}\LC] \item[\entryname{inbook}\LC] \item[\entryname{inproceedings}\LC] \item[\entryname{proceedings}\LC] \mbox{}\\ These categories are defined by all standard citation styles. They are, however, not needed for the examples in the APA manual. For compatibility, however, they are included and defined as follows: \entryname{booklet} = \entryname{proceedings} = \entryname{misc}; \entryname{inbook} = \entryname{inproceedings} = \entryname{incollection}. \citeA[p.~230]{KoDa04} also mention \entryname{conference} as being the same as \entryname{inproceedings}; for compatibility, this is now supported in \pkg{apacite}. \end{description} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \subsection{Fields} \label{subsec:fields} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% The following fields can be used to describe a reference in the \fname{.bib} file: \begin{description} \item[\fieldname{address}\LC] \mbox{}\\% The address (usually the city and state or country) of the publisher, school, institution, or organization that published the item or at which the item was produced. The APA manual requires that the state or territory of a U.S.-city must be given in the official two-letter U.S. Postal Services form. Only for a specific list of 17 specific cities that are ``well known for publishing'' can (must) the state and/or country description be omitted. \item[\fieldname{annote}\LC] \mbox{}\\ This is used in some annotated bibliography styles. It is not used by \pkg{apacite}, but no warning is given either. It is thus simply ignored. \item[\fieldname{author}\LC] \mbox{}\\ The author(s) of the work. This may also be a corporate author when applicable, but some specific measures must then be taken to prevent the corporate name from being interpreted as a first name and last name (such as ``Association, A. P.''): \begin{verbatim} author = {{\bibcorporate{American Psychological Association}}}, \end{verbatim} It is important to surround the \cmd{\bibcorporate}\marg{Author} by an additional pair of braces. Otherwise, \BibTeX{} sorts the entry as if its name was ``Bibcorporate\marg{Author}''. Section~\ref{sec:xmpl} contains more examples. As discussed in the standard \BibTeX{} documentation, multiple authors must be separated by the word \verb+and+, and each author's name can either be given in the form ``\opt{firstnames}\verb+ +\opt{lastnames}'' or ``\opt{lastnames}\verb+, +\opt{firstnames}''. However, ``von'' parts and ``junior'' parts complicate issues a bit. See the examples and the discussion of them. I would generally give the full first name(s) in the \fname{.bib} file, even though the APA manual only requires initials, because other styles require full first name(s) and \pkg{apacite} abbreviates to initials automatically. I have done this only occasionally with the examples, because the APA manual only gives the initials. Therefore, I have only provided first names with a few examples for which I knew the authors' first names. If there are more than 6 authors, the APA manual requires that the first 6 should be named in the reference list, followed by ``et al.''. Therefore, \pkg{apacite} uses only the names of the first 6 authors, and inserts an ``et al.\hbox{}'' when applicable. Therefore, in the \fname{.bib} file, the first 6 (or more) authors may be given (separated by ``\verb+and+''), followed by ``\verb+and others+''. This phrase is recognized by \pkg{apacite}. It is, however, better to give all authors in the \fname{.bib} file, so that each style can select its own truncation number. \item[\fieldname{booktitle}\LC] \mbox{}\\ The title of the larger work, typically book, but sometimes something else, like a report, in which the referenced item (article) was published. \item[\fieldname{chair}] \mbox{}\\ The chair(s) of a symposium or meeting. Used for lectures. It is formatted the same way as editors. \item[\fieldname{chapter}\LC] \mbox{}\\ The chapter number if the referenced item is a chapter in a larger collection. Typically used if the referenced work is a chapter in an internet document. If the collection is a book, page numbers (in the \fieldname{pages} field) should be used instead according to the APA rules. \item[\fieldname{crossref}\LC] \mbox{}\\ The \pkg{apacite} package does not recognize this field, because the APA manual does not discuss explicit cross-referencing. If the referenced work is a chapter (article) in an edited book, all relevant information should be given in the reference list as part of the information about the referenced chapter, not as, e.g., ``In Wainrib (1992)''. If several chapters from the book edited by Wainrib are referenced, the same information about this book is given with each referenced chapter, and the work itself is not a separate entry in the reference list (unless it is explicitly referred to). However, the \fieldname{crossref} field \emph{can} be used, as part of standard \BibTeX{} usage. Missing fields for the referenced work are then copied from the cross-referenced entry, which must come \emph{after} the referring entry in the \fname{.bib} file. If you use this, remember to put the title of the book (also) in the \fieldname{booktitle} field, because the \fieldname{title} field of the referring entry is not empty (it contains the chapter title). I have not tested cross-referencing in detail, so I do not know whether it behaves well (i.e., complies with the implicit or explicit APA rules) under various circumstances. Therefore, I do not recommend using it without thorough testing. \item[\fieldname{day}] \mbox{}\\ The day of the month on which the referenced item was published, produced, or presented. Mainly used for articles in daily or weekly magazines or newspapers, for lectures (although the APA manual only specifies the month), and electronic documents. \item[\fieldname{edition}\LC] \mbox{}\\ The edition of the book or report. Traditionally, this is of the form ``1st'', ``2nd'', ``3rd'', etc., or ``Rev.'' for a revised edition. This form is still supported, but \pkg{apacite} now also supports the form in which only the number is given: ``1'', ``2'', etc. If \pkg{apacite} detects that only a number is given, it inserts ``\cmd{\PrintCardinal}\marg{number}'' in the \fname{.bbl} file. This \LaTeX{} function converts the number again to ``1st'', etc. The advantage of this is that the same bibliography database can be used for documents in different languages. At least in principle, because language-specific versions of \cmd{\PrintCardinal} have not yet been implemented in \pkg{apacite}. \item[\fieldname{editor}\LC] \mbox{}\\ The editor(s) of a book, report, or special issue of a journal. In the examples, this field is also ``misused'' for the producer of a television series. \item[\fieldname{englishtitle}] \mbox{}\\ The English translation of the title of an item with a non-English title. The APA manual requires that if the referenced work has a non-English title, an English translation should be given as well. For an article in a journal with a non-English name or in a book with a non-English title, the journal name or book title should not be translated or put in this field, only the title of the referenced work itself must be translated. Because, as of version \APACversiondate{2005/06/01}, \pkg{apacite} contains some support of other languages for the main document (see section~\ref{sec:compat-babel}), this field needs rethinking, which will be deferred to a future version (but, as always, suggestions are welcome). \item[\fieldname{firstkey}] \mbox{}\\ The \fieldname{firstkey} field, if not empty, is used as ``author'' for the first citation to an item. Subsequent citations then use the \fieldname{key} field. This can be used if there is no author or editor field that can be used for citations, or in certain cases with corporate authors, where the citation in the text uses an abbreviation of the author's name for second and subsequent citations, where the abbreviation is introduced in the first citation. It can also be used to ``trick'' the system in difficult cases. See also \fieldname{key}. \item[\fieldname{howpublished}\LC] \mbox{}\\ A description of how something was ``published''. For example, ``Unpublished manuscript'' or ``Paper presented at the meeting of the American Professional Society on the Abuse of Children''. Also used for more retrieval information about electronic documents, e.g., ``Retrieved November 19, 2000, from the PsycARTICLES database'', or \begin{verbatim} howpublished = {Retrieved August 24, 2000, from Columbia University, Institute for Learning Technologies Web site: \url{http://www.ilt.columbia.edu/ publications/papers/newwine1.html}\bibnodot{.}} \end{verbatim} However, if the retrieval information consists only of a date and/or a URL, it is better to use the \fieldname{lastchecked} and \fieldname{url} fields for this and let \pkg{apacite} format this information. See also the \fieldname{note} field for an alternative to the \fieldname{howpublished} field. \item[\fieldname{institution}\LC] \mbox{}\\ The institution, university, or company that published a (technical) report. \item[\fieldname{journal}\LC] \mbox{}\\ The journal, magazine, newspaper, etc.{} in which an article, a review, or an abstract of a thesis was published. \item[\fieldname{key}\LC] \mbox{}\\ See \fieldname{firstkey}. The \fieldname{key} field, if not empty, is used for second and subsequent citations, or all citations if \fieldname{firstkey} is missing. If \fieldname{author} is empty and \fieldname{editor} is empty or can not be used as author (e.g., in \entryname{incollection}), the \fieldname{key} field may be necessary to obtain a useful citation. This is so, because the APA manual requires an abbreviation of the title as in-text citation, and the abbreviation must be sensible. In the current version, \pkg{apacite} uses the whole title if \fieldname{firstkey} and \fieldname{key} are missing. Therefore, if the title is considered too long to use in citations, the user must provide an abbreviation in the \fieldname{key} field. Furthermore, the user must then also define the formatting: If the key is used for a difficult kind of author (e.g., corporate author), it should be formatted as an author, i.e., in plain text, with names capitalized. If the key is used for an abbreviation of an article title, it should be in plain text, with major words capitalized (unlike in the reference list), and between double quotes (`` and ''; also unlike in the reference list). If the key is used for an abbreviation of a book title, it should be emphasized, with major words capitalized (unlike in the reference list), but not between quotes. In a field in the \fname{.bib} file that is also used for the citations, such as the \fieldname{key} field, formatting through, e.g., \begin{verbatim} key = {{\itshape Text}}, key = {{\em Text\/}}, \end{verbatim} can be done (note the extra pair of braces!), but the seemingly more logical variations \begin{verbatim} key = {\textit{Text}}, key = {{\textit{Text}}}, key = {\emph{Text}}, key = {{\emph{Text}}}, \end{verbatim} do not work. However, it is generally preferable to use as less explicit formatting in the \fname{.bib} files as possible, because this decreases the possibilities of successfully using the same \fname{.bib} file with other styles. The following works excellent: \begin{verbatim} key = {{\APACcitebtitle{Text}}}, \end{verbatim} where the \cmd{\APACcitebtitle} macro recognizes that the argument should be formatted as a booktitle (i.e., in italics according to the APA rules). This macro, and its companion \cmd{\APACciteatitle} for article title formatting, are used by \pkg{apacite} if the \fieldname{firstkey} and \fieldname{key} fields are missing, but can also be used by the user. Note that if you use such a \fname{.bib} file with another style, you have to provide definitions of these macros yourself (which can be copied from the \pkg{apacite} source code). \emph{Warning:} the \fieldname{key} field, which acts as a kind of pseudo-author, should not be confused with the (citation) \opt{key} that is used to match citations with entries in a \fname{.bib} file. \item[\fieldname{lastchecked}] \mbox{}\\ The date on which a web page was last visited. Only used in combination with the \fieldname{url} field. Currently, \pkg{apacite} does not contain language-specific code to dissect this date, but copies its contents literally to the \fname{.bbl} file. Hence, if you intend to use the same bibliography database for documents in different languages, you may have to use a self-defined command for this. You can use the \pkg{apacite} commands \cmd{\APACrefYearMonthDay} and \cmd{\APACmonth} as templates for this. I will probably provide such a facility in a future version of \pkg{apacite}. \item[\fieldname{month}\LC] \mbox{}\\ The month something was published. Mainly used for magazine or newspaper articles, lectures, and electronic documents. Use the month macros \verb+jan+, \verb+feb+, etc. These are predefined strings in \fname{apacite.bst} and \fname{apacitex.bst}, reverting to \verb+{\APACmonth{01}}+'', etc., with \verb+winter+, \verb+spring+, \verb+summer+, and \verb+fall+ being 13--16. The \cmd{\APACmonth} command translates the numbers to the month or season names. This system allows language-specific behavior at the \LaTeX{} stage, although \cmd{\APACmonth} has not yet been defined for non-English languages. This will be done in a future version of \pkg{apacite}. For the moment, you can easily do this yourself, using the default in \fname{apacite.sty} as a template. If desired, the macros can be overridden by using lines like \begin{verbatim} @string{jan = "januari"} \end{verbatim} at the top of your \fname{.bib} file, but it seems better to redefine the \cmd{\APACmonth} command in your \LaTeX{} document. \item[\fieldname{note}\LC] \mbox{}\\ A note. This puts additional information between parentheses at the end of a reference list entry. In the examples from the APA manual, it is used for NTIS No., ERIC No., and UMI No., and for notes about how to obtain the work (``Available from \opt{organization}, \opt{full address}''). If however, the work has been obtained from the internet or from an ``aggregated database'', then the \fieldname{howpublished} or \fieldname{url} field should be used, because it should not be between parentheses then. Finally, the \fieldname{note} field is used to give the recording date (i.e., year) of a song when this is different from the date (year) of copyright. The latter should be put in the \fieldname{year} field. Do not use the \fieldname{note} field to denote the original publication of a reprint or translation, because the \fieldname{originalyear} field must be used in those cases to obtain the correct citation in the text \cite{ex39}. \item[\fieldname{number}\LC] \mbox{}\\ The number of a journal issue or a report. This can be quite complex, for example, ``\verb+PRM~92-01+'', or ``\verb+3, Pt.~2+'', or ``\verb+1, Serial No.~231+''. These latter examples imply that the generality (language and style independence) of the \fname{.bib} file is somewhat lost. Furthermore, if the journal paginates by year and not by issue, the issue number should not be mentioned at all (except when referring to a whole special issue). Of course, \pkg{apacite} does not know whether the journal paginates by issue or by year. If the \fieldname{number} field is available, \pkg{apacite} simply assumes that it should be included. It is the user's responsibility to ensure that this is indeed the case. \item[\fieldname{organization}\LC] \mbox{}\\ Used for the \entryname{unpublished} reference type to denote the organization in which the unpublished work was produced. \item[\fieldname{originaladdress}] \item[\fieldname{originalbooktitle}] \item[\fieldname{originaledition}] \item[\fieldname{originaleditor}] \item[\fieldname{originaljournal}] \item[\fieldname{originalnumber}] \item[\fieldname{originalpages}] \item[\fieldname{originalpublisher}] \item[\fieldname{originalvolume}] \item[\fieldname{originalyear}] \mbox{}\\ These (\fieldname{original*-}) fields have the same meaning as their counterparts without the ``original'' prefix, except that they refer to the book or journal in which the work was originally published. This can be used in referring to translations or reprints of articles in journals or books. If the original work is a book or other ``standalone'' work, only the \fieldname{originalyear} field should be used. If the original work is a (PhD or Master's) thesis that is also abstracted in \emph{Dissertation Abstracts International}, \emph{Masters Abstracts International}, or comparable, the \fieldname{originalyear} field should be used to denote the year of the dissertation and the \fieldname{year} field to denote the year of publication of the abstract, even if they are the same. \item[\fieldname{pages}\LC] \mbox{}\\ The (inclusive) page numbers of the article that is referred to, in the journal or book in which it was published. If a range of pages is given (which is usually the case), an en-dash should be used: ``\verb+29--43+''. Other styles sometimes allow a single hyphen (``\verb+29-43+''), which is then automatically formatted as an en-dash (``29--43''), rather than as a hyphen (``29-43''), but I have encountered situations, such as software manuals (LISREL) and reports for the U.S. Government, in which the page number was of the form ``II-3'', meaning page~3 of chapter~2. In such a situation, you may get page numbers like ``II-1--II-15'', where the distinction between a hyphen and an en-dash becomes important. Therefore, \pkg{apacite} does not perform such automatic transformations. \item[\fieldname{publisher}\LC] \mbox{}\\ The publisher of the item. Primarily used for books. \item[\fieldname{school}\LC] \mbox{}\\ The school or university for which a PhD thesis or master's thesis was written. \item[\fieldname{series}\LC] \mbox{}\\ Not used, although the APA manual has a rule for series. If you refer to a volume in a series, the series title, volume number, and volume title should be joined into a two-part title , e.g., \emph{Handbook of child psychology: Vol.~4. Socialization, personality, and social development}, see ex.~36. In \pkg{apacite} this whole part must be put in the \fieldname{title} or \fieldname{booktitle} field (whichever is appropriate). For a long time, I have intended to support the \fieldname{series} field to allow disentangling such situations. However, in the end, I have decided not to do this. The reason for this is that, according to my interpretation, the meaning of ``series'' in the APA manual is quite different from the meaning of the \fieldname{series} field, as intended by Oren Patashnik (the author of \BibTeX{} and the original style files). Many books are published in some sort of series. For example, my book with Tom Wansbeek \cite{WaMe00}, is vol.~37 in the \emph{Advanced Textbooks in Economics} series, of which the series editors are C.~J. Bliss and M.~D. Intriligator. The intention of the \fieldname{series} field is to generate a reference list entry like %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \begin{list}{\relax}{\labelsep=0em% \parsep=0pt% \itemsep=0pt plus .3pt\relax% \leftmargin=2.5em% \itemindent=-2.5em}% \sloppy\clubpenalty4000\widowpenalty4000 \sfcode`\.=1000\relax \item Wansbeek, T., \& Meijer, E. \unskip\ \hskip .11em plus .33em minus .07em (2000). \unskip\ \hskip .11em plus .33em minus .07em \Bem{Measurement error and latent variables in econometrics} (Advanced Textbooks in Economics No.~37). \unskip\ \hskip .11em plus .33em minus .07em Amsterdam: North-Holland. \end{list} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% In economics (and often in psychology, I guess), mentioning the series usually does not add much relevant information, and it is therefore typically omitted. I think this is how the APA intends it as well. However, in computer science, it is often very convenient, because certain series, like Springer's \emph{Lecture Notes in Computer Science} (LNCS) have a certain status of their own, and researchers know how to find volumes in this series. In my interpretation, the APA ``series'' refers to a single multivolume work with separate editors for the constituent volumes, but with a series editor who initiates the whole series. In the example from the APA manual, the \emph{Handbook of child psychology} is not a loose collection of separate books by different authors, but a combined effort managed by the series editor to give an overview of the field. In this case, the series editor may be considered the primary author and it makes sense to have the different volumes of the series together in the reference list. With my book with Tom Wansbeek, the series editors act more like journal editors, and different volumes of the series are unrelated books that do not need to be gathered together in the reference list. It would make no sense to cite this book as ``Bliss, Intriligator, Wansbeek, \& Meijer (2000)''. Because in my interpretation, the usual meaning of the \fieldname{series} field should not be included in the reference list according to the APA rules, \pkg{apacite} ignores the \fieldname{series} field. Perhaps I'll implement the APA manual ``series'' rules by introducing a \fieldname{volumetitle} field, but this will further reduce compatibility with other citation styles. \item[\fieldname{symposium}] \mbox{}\\ The name of the symposium or meeting at which a lecture was given. This is typically used for the construction ``In \opt{chair} (Chair), \opt{symposium}'', see ex.~51. I have never used it myself, however, I always use the ``Paper presented \dots'' form, which puts this information in the \fieldname{howpublished} field. \item[\fieldname{text}] \mbox{}\\ Used for items of type \entryname{literal}. This field contains the complete literal text to be used in the bibliography. I've never used it. \item[\fieldname{title}\LC] \mbox{}\\ The title of the work. \item[\fieldname{translator}] \mbox{}\\ The translator of a book or article. This should be formatted in the same way as \fieldname{author} and \fieldname{editor}. If the \fieldname{translator} and \fieldname{editor} fields are identical, they are formatted as if there were only an editor, except that the editor receives the suffix ``(Ed. \& Trans.)'' instead of just ``(Ed.)'', or similarly if there is more than 1 editor. \item[\fieldname{type}\LC] \mbox{}\\ The type of \entryname{phdthesis} (e.g., ``Doctoral dissertation''), type of \entryname{article} (e.g., ``Letter to the editor''), type of \entryname{techreport} (e.g., ``DHHS Publication''), type of \entryname{book} (e.g., ``Brochure''), type of \entryname{misc} (e.g., ``Cassette recording''), and so forth. With a review (which is typically an \entryname{article}), the \fieldname{type} field contains a lot of information and formatting, e.g.: \begin{verbatim} type = {Review of the book {\APACcitebtitle{Life in the middle: Psychological and social development in middle age}}}, \end{verbatim} where I used the \cmd{\APACcitebtitle} command introduced above in the discussion of the \fieldname{key} field. In one of the APA manual examples, I used the \fieldname{type} field to give a description of the subject of an unpublished raw data file (``Auditory response latencies in rat auditory cortex''), leaving the \fieldname{title} field blank. For most reference types, if the \fieldname{type} field is missing, it is simply ignored and no type description is given. For a \entryname{techreport}, however, if the \fieldname{type} field is missing, the default type (``Tech.\ Rep.\hbox{}'') is inserted. In ex.~42 of the APA manual, a report without a type description is given. To make it possible to format a report successfully without a type description, \pkg{apacite} recognizes \begin{verbatim} type = {\bibnotype}, \end{verbatim} indicating that there should be no type description. Another special purpose use of the \fieldname{type} field is for a computer program, software, programming language and/or manual. These are put into a \entryname{misc} entry, but unlike other \entryname{misc} types (such as motion pictures) the titles of these types should not be italicized. This is now recognized by \pkg{apacite} in the following way: When referring to a computer program, software, programming language and/or manual, you should use the \entryname{misc} reference type with one of the following commands in the \fieldname{type} field:\\ \cmd{\bibcomputerprogram},\\ \cmd{\bibcomputerprogrammanual},\\ \cmd{\bibcomputerprogramandmanual},\\ \cmd{\bibcomputersoftware},\\ \cmd{\bibcomputersoftwaremanual},\\ \cmd{\bibcomputersoftwareandmanual}, or\\ \cmd{\bibprogramminglanguage}.\\ Using any of these commands as type designator of a \entryname{misc} entry ensures that the title is not italicized, as required. The \entryname{manual} entry is now equal to \entryname{misc} with default type \cmd{\bibcomputersoftwaremanual} if the \fieldname{type} field is empty. Similarly, if you refer to a message that has been posted to a newsgroup, internet forum, etc., you should use the \entryname{misc} reference type with \cmd{\bibmessage} as \fieldname{type} field. \item[\fieldname{url}] \mbox{}\\ The web address of a web page. Used if the cited document (or other work) is a web page or was obtained from a website. \item[\fieldname{volume}\LC] \mbox{}\\ The volume or volumes of the referenced book(s) or of the book in which the referenced article was published, or the volume of the journal (magazine, newspaper, \ldots) in which the referenced article was published. \item[\fieldname{year}\LC] \mbox{}\\ The year in which the referenced item was published, or if it was not published, the year in which it was written or presented. For manuscripts or books that are accepted for publication but have not yet been published, ``in press'' should be used according to the APA rules. The best way to do this is to use the ``\cmd{\BIP}'' command, which can be redefined by the user if the language or editorial style requires something else than ``in press''. Furthermore, \cmd{\BIP} is recognized by \pkg{apacite} and treated a little differently, because for multiple ``in press'' references with the same author(s), a hyphen (``-'') should be inserted between the ``year'' (i.e., ``in press'') and the ``a'', ``b'', etc., that follow it to distinguish the works, whereas this hyphen must be omitted if the ``year'' is an ordinary year (1991a, 1991b). If no date is explicitly given in (or on) the referenced work, a ``n.d.'' (no date) should be given as year description. For this, \pkg{apacite} supports the \cmd{\bibnodate} command. This sometimes leads to different formatting as well, e.g., by referencing a translation of a work of which there is no original date. Then the \fieldname{originalyear} field should be \cmd{\bibnodate} and the \fieldname{year} field is then, e.g., \verb+1931+. If the \fieldname{translator} field is not empty, the citation in the text is then formatted as, e.g., ``\citeA{3.100-2}''. \end{description} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \subsection{Overriding the default sorting orders} \label{subsec:sort} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% Occasionally, it may be necessary to override \BibTeX's default sorting. For example, the way \BibTeX{} handles accents and other nonstandard characters, which is typically fine for documents in English, may not be acceptable for documents in other languages: ``\verb+\"{u}+'' is treated as ``\verb+u+'', ``\verb+\ss+'' is treated as ``\verb+ss+'', and ``\verb+\ae+'' is treated as ``\verb+ae+''. In non-English languages this sorting may not be appropriate and one may desire that ``\verb+\"{u}+'' is treated as ``\verb+ue+''. Numerous problems are caused by different conventions in different languages. Some examples are given in the documentation of the \textsf{amsrefs} package. Non-latin scripts (Greek, Hebrew, Arabic, Chinese, etc.) may not be handled correctly as well. I am not able to judge this, nor does it seem to be a problem that must be solved in \textsf{apacite}. It has been announced that \BibTeX~1.0, when it will be released, will support non-English languages as well. An issue that occurs in English (APA) documents is that, according to the APA, numbers should be sorted as if they were spelled in words: ``2003'' must be sorted as if it says ``\mbox{twothousandandthree}''; see example~4.04 in section~\ref{sec:xmpl} below. Overriding the default sorting order can be done by using the \cmd{\APACSortNoop} command in the \fname{.bib} file. This is a \LaTeX{} command provided by \pkg{apacite}. It has one mandatory argument, but it outputs nothing. However, \BibTeX{} does not know this and uses the contents of this command to sort the entry. For example, \begin{verbatim} author = {M{\"{u}}ller, Gerd}, \end{verbatim} is sorted as ``\verb*+muller g+'', whereas \begin{verbatim} author = {{\APACSortNoop{Mueller}}M{\"{u}}ller, Gerd}, \end{verbatim} is sorted as ``\verb*+muellermuller g+'', which typically results in the correct ordering. In the typeset document, both look like ``M{\"{u}}ller''. Note that the extra pair of braces around the \cmd{\APACSortNoop} command are necessary to suggest to \BibTeX{} that it is an ``accent''. The specification \begin{verbatim} author = {\APACSortNoop{Mueller}M{\"{u}}ller, Gerd}, \end{verbatim} is sorted as ``\verb*+apacsortnoopmuellermuller g+'', which is incorrect. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \section{Customization} \label{sec:custom} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% The description in the previous sections, with the exception of section~\ref{sec:options}, primarily discussed the default behavior of \pkg{apacite}. However, as mentioned in the introduction, in addition to the options, \pkg{apacite} offers many possibilities for customization. Most punctuation used in the citations and reference list are implemented through \LaTeX{} commands instead of explicit symbols. Consequently, the user can fine-tune the behavior of \pkg{apacite} by redefining these commands, through \cmd{\renewcommand} after \pkg{apacite} has been loaded. Analogously, most fixed texts, like ``Tech.\ Rep.\hbox{}'' and ``Eds.\hbox{}'' are implemented through \LaTeX{} commands as well, and can similarly be changed by the user. The commands used by \pkg{apacite} are discussed in this section. Of course, the defaults are based on the rules of the APA manual. Some commands, predominantly punctuation, are used both in citations and in the reference list. If you want their definitions in citations to be different from their definitions in the reference list, you can simply redefine their definitions before starting the bibliography. %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \subsection{Punctuation and small formatting issues} \label{sec:custom-punct} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% The following punctuation commands are provided and used for the citations and reference list. \begin{description} \item[\cmd{\BAstyle}] This defines the text style of the authors (or whatever takes their place) for an in-text citation. It defaults to nothing: The authors use the same fonts as the text surrounding it. Introduced because some journals use a different style. For example, \emph{Statistica Neerlandica} uses small-caps, so for that journal, you would define \begin{verbatim} \renewcommand{\BAstyle}{\scshape} \end{verbatim} Do not use the \cmd{\textsc}-type commands, but \cmd{\scshape}, \cmd{\bfseries}, etc. The \cmd{\BAstyle} command is used for the author-part by the citation commands \cmd{\cite}, \cmd{\shortcite}, \cmd{\fullcite}, \cmd{\citeA}, \cmd{\shortciteA}, \cmd{\fullciteA}, \cmd{\citeNP}, \cmd{\shortciteNP}, and \cmd{\fullciteNP}. \item[\cmd{\BAastyle}] This is the same as \cmd{\BAstyle}, except that \cmd{\BAastyle} is used for \cmd{\citeauthor}, \cmd{\shortciteauthor}, and \cmd{\fullciteauthor}. \item[\cmd{\BBOP}] Open parenthesis, used for parentheses opening a citation, as in ``(Rao, 1973)'' or ``Rao (1973)'', and the year in the reference list, as in ``Rao, C. R. (1973).'' Default is ``\verb+(+''. \item[\cmd{\BBCP}] The corresponding closing parenthesis. Default is ``\verb+)+''. \item[\cmd{\BAP}] This command is inserted after the prefix and before the first citation in a \cmd{\cite} command. It defaults to an ordinary space. \item[\cmd{\BBAA}] Last ``and'' between authors in a citation between parentheses and in the reference list, as in ``(Mooijaart \& Bentler, 1986)'' or ``Mooijaart, A., \& Bentler, P. M. (1986).''. Default is ``\verb+\&+''. \item[\cmd{\BBAB}] Last ``and'' between authors in a citation in text, as in ``Mooijaart and Bentler (1986)''. Default is ``\verb+and+''. \item[\cmd{\BBAY}] Punctuation between author(s) and year in a citation between parentheses, as in ``(Rao, 1973)''. Default is ``\verb+, +''. \item[\cmd{\BBYY}] \label{cmd:BBYY} Punctuation between two subsequent years, if two works by the same author(s) are referenced in a single citation command, as in ``(Rao, 1965, 1973)'' or ``Rao (1965, 1973)''. Default is ``\verb+, +''. \item[\cmd{\BBC}] Punctuation between multiple cites, as in ``(Rao, 1973; Mooijaart \& Bentler, 1986)''. Default is ``\verb+; +''. \item[\cmd{\BBN}] Punctuation before a note (postfix) after a citation, as in ``(Rao, 1973, chap.~2)''. Default is ``\verb+, +''. \item[\cmd{\BBOQ}] Opening quote for an article title in the reference list, as in ``\flqq Random polynomial factor analysis.\frqq'' Default is the empty string: no quotes used. \item[\cmd{\BBCQ}] Closing quote for an article title in the reference list. Default is the empty string. (The \pkg{theapa} package required the closing period to be part of the closing quote, but this has been changed, because the period must be left out if title comments, such as type, English translation of non-English title, or translator follow the title.) \item[\cmd{\BPBI}] Period between initials. Default is ``\verb+.~+'', i.e., a period and a non-breaking space, as required by the APA manual. However, many users prefer removing or reducing the space and in some non-English speaking countries this is customary. This can be achieved by redefining this command to, e.g., ``\verb+.+'' (no space) or ``\verb+.\,+'' (small space). This command cannot be used to remove periods altogether, because there is still a period at the end. I.e., redefining it as an empty string gives awkward results like ``Bentler, PM., \& Mooijaart, A.''. \item[\cmd{\BHBI}] Hyphen between initials. Introduced for analogy with \cmd{\BPBI} and used for authors who have two or more first names with a hyphen between them, e.g., Jean-Paul Sartre. Default is ``\verb+.-+'', i.e., a period and a hyphen. Unlike \cmd{\BPBI}, I think this one will not be changed often, although \BibTeX{} suppresses hyphens when it suppresses spaces between initials as well, so there are people who have different preferences. (Hence, \pkg{apacite} partly bypasses the standard \BibTeX{} formatting functions to make this work.) \item[\cmd{\BCBT}] Comma between authors in the reference section when the number of authors is two, as in ``Mooijaart, A., \& Bentler, P.~M. (1986).'' The comma after the ``A.'' is this one. Default is ``\verb+,+''. The APA manual requires it, but other styles leave out this comma. In such a case, you would redefine this ``comma'' to be the empty string: \begin{verbatim} \renewcommand{\BCBT}{} \end{verbatim} \item[\cmd{\BCBL}] Comma before the last author (for 3 or more authors) in a citation and in the reference section, as in ``(Gill, Murray, \& Wright, 1981)'' or ``Gill, P.~E., Murray, W., \& Wright, M.~H. (1981).'' Default is ``\verb+,+''. The APA manual requires it, which is standard U.S. usage, but other styles, particularly European, such as British English, leave out this comma. Again, in such a case, you would redefine this ``comma'' to be the empty string. \item[\cmd{\BAnd}] This is the ``and'' that is used in the reference list if someone is both editor and translator: ``In J. Strachey (Ed. \& Trans),''. Default is ``\verb+\&+''. \item[\cmd{\theBibCnt}] If there are multiple citations with the same author and year, a letter should be added to the year to distinguish the references. For example, one may refer to two or more articles by J. Smith published in 1982. They should be referred to as ``Smith (1982a)'', ``Smith (1982b)'', and so forth. To accomplish this, the counter \verb+BibCnt+ is defined in \fname{apacite.sty}. The \cmd{\theBibCnt} command defines how the value of \verb+BibCnt+ is formatted. The default is ``\verb+\alph{BibCnt}+''. To emphasize (italicize) the ``a'', ``b'', etc., you can redefine this as \begin{verbatim} \renewcommand{\theBibCnt}{{\em\alph{BibCnt}\/}} \end{verbatim} (This presumably works better than ``\verb+\emph{\alph{BibCnt}}+''.) To control this behavior, redefining the \cmd{\theBibCnt} command should normally be sufficient. However, the complete formatting commands are \cmd{\BCnt}, \cmd{\BCntIP}, and \cmd{\BCntND}. The second of these is for ``in press'' works, which need an extra hyphen between ``in press'' and the ``a'' and ``b'' suffixes. The third is similar, for works without a date. Their default definitions in \fname{apacite.sty} are \begin{verbatim} \newcommand{\BCnt}[1]{\setcounter{BibCnt}{#1}\theBibCnt} \newcommand{\BCntIP}[1]{\setcounter{BibCnt}{#1}-\theBibCnt} \newcommand{\BCntND}[1]{\setcounter{BibCnt}{#1}-\theBibCnt} \end{verbatim} \item[\cmd{\APACciteatitle}] The formatting of the title of an article (or similar work) when used as a citation in the text when no author or editor is available for that purpose. Its default definition in \fname{apacite.sty} is \begin{verbatim} \newcommand{\APACciteatitle}[1]{``#1''} \end{verbatim} i.e., the title is put between double quotes. \item[\cmd{\APACcitebtitle}] The formatting of the title of a book (or other independent work) when used as a citation in the text when no author or editor is available for that purpose. Its default definition in \fname{apacite.sty} is \begin{verbatim} \newcommand{\APACcitebtitle}[1]{{\em #1\/}} \end{verbatim} i.e., the title is emphasized (in italics) but not put between double quotes. \item[\cmd{\APACmetastar}] The asterisk that precedes an item in the bibliography to denote that it is included in the meta-analysis. The default value is ``\verb+\ensuremath{{}^\ast}+'', which prints as ``\APACmetastar''. \item[\cmd{\bibnewpage}] If the \pkgoption{bibnewpage} option is chosen, this command is included before the bibliography. Its default definition is \cmd{\clearpage}, but \fname{apa.cls} uses a similar construction with its \pkgoption{man} option through \cmd{\newpage}. See \citeA[p.~215]{LaTeXbook} or \citeA[p.~37]{KoDa04} for the differences between \cmd{\clearpage} and \cmd{\newpage}. \item[\cmd{\bibliographytypesize}] This command is used before the reference list, but after the section or chapter heading. It is intended for the font size of the reference list: For \citeA{WaMe00}, I defined it as \cmd{\small} (and even then the reference list took up 34 pages). The default value is \cmd{\normalsize}. \item[\cmd{\bibleftmargin}] This gives the indentation of the second and subsequent lines of a reference list entry, relative to the usual left margin. It is not a proper command, but a ``skip'' (rubber length), which means that it cannot be changed by \cmd{\renewcommand}, but by \cmd{\setlength}. Its default value is \verb+2.5em+. \item[\cmd{\bibindent}] This gives the indentation of the first line of a reference list entry, relative to the second line. It is also a ``skip''. Its default value is \verb+-\bibleftmargin+, which means that the first line starts at the original left margin, and the second and subsequent lines are indented by 2.5em. \item[\cmd{\bibitemsep}] This gives the vertical separation between two reference list entries. It is also a ``skip'', with default value ``\verb+\z@ \@plus .3\p@\relax+'', i.e., 0pt, but it may be stretched a little to fill the page nicely. This is an old (Plain \TeX) style definition, I will probably change that in a next version. If you want to change it, e.g., to get a blank line between reference list entries, you can use \begin{verbatim} \setlength{\bibitemsep}{\baselineskip} \end{verbatim} \item[\cmd{\bibparsep}] This gives the vertical separation between two paragraphs in the same reference list entry. Such a situation does not occur in the default setup, so it is not used, but it is conceivable that certain customizations lead to its use. It is a ``skip'' with default value 0pt. \end{description} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% \subsection{Labels} \label{subsec:labels} %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% There are many specific pieces of text that can be put into the reference list or a citation by \pkg{apacite}. Here, these pieces are called \emph{labels}. Almost all of these are to some extent language-specific, and sometimes style-specific even within the same language. Therefore, they are implemented through \LaTeX{} commands, so that users can easily change them. In this section, these commands and their purposes are described, and their (U.S.\ English) defaults are given. Section~\ref{sec:compat-babel} below will discuss how these commands are changed if another language is used. The following label commands are used: \begin{description} \item[\cmd{\bibmessage}] This is the first of 9 specific type commands that are recognized by \pkg{apacite}. If you define the \fieldname{type} field of a \entryname{misc} entry as ``\cmd{\bibmessage}'', the formatting of the entry is changed (e.g., the title is not italicized), see the discussion of the \fieldname{type} field in section~\ref{subsec:fields} above. This one is used for messages in newsgroups, internet forums, etc. Default is ``\verb+Msg+''. \item[\cmd{\bibcomputerprogram}] Default is ``\verb+Computer program+''. \item[\cmd{\bibcomputerprogrammanual}] Default is ``\verb+Computer program manual+''. \item[\cmd{\bibcomputerprogramandmanual}] Default is ``\verb+Computer program and manual+''. \item[\cmd{\bibcomputersoftware}] Default is ``\verb+Computer software+''. \item[\cmd{\bibcomputersoftwaremanual}] Default is ``\verb+Computer software manual+''. \item[\cmd{\bibcomputersoftwareandmanual}] Default is ``\verb+Computer software and manual+''. \item[\cmd{\bibprogramminglanguage}] Default is ``\verb+Programming language+''. \item[\cmd{\bibnotype}] This one is a bit different from the previous 8. It is used for \entryname{techreport} entries to indicate that the type specifier should be suppressed. Its default value is the empty string, but this will not have an effect on \pkg{apacite} behavior, because the type specifier is suppressed anyway by \pkg{apacite}. However, by defining it as the empty string, formatting may become better (i.e., closer to the desired formatting) with other styles. \item[\cmd{\bibnodate}]