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Feature request: Alternative author names? #1094
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And how would you deal with two names for the same author where he does NOT
want to be recognized as the same author -- like for example in the change
of sex cases.
Paulo Ney
…On Fri, Jan 15, 2021, 8:07 PM Alexander Regueiro ***@***.***> wrote:
I was wondering what your thoughts would be on adding support for
alternative versions of an author's name. This is admittedly not a super
common use case, but might come in hand when, e.g.,
- An author publishes some works before a change of name and some
after (whether a change of first name or maiden name vs. married name).
- One publication uses middle initials for an authors name while
another doesn't.
- Pseudonyms and pen names
In some cases it may need to be indicated which names are
alternatives/aliases for other names (referring to the same person, that
is) whereas in other cases this would be unnecessary (e.g. just middle
initials missing).
The main practical relevance of this feature, I imagine, would be to
control unique citations ("citation counter"), grouping of bibliographic
entries, and in some cases showing extra text elaborating on the real name
corresponding to a pseudonym / pen name.
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That's neither here nor there. The importance of this suggestion is to allow the possibility of identifying authors as the same person despite different names (implicitly through citation style, or explicitly through bibliographic notes). |
Agreed. It doesn't really matter if there are situations where you explicitly don't want this: You could choose not to use the additional features in that case. There is also the philosophical issue of how you know that two slightly different names refer to the same person and the bibliographic question of whether or not you should try to stick to the exact name format as given in the publication you cite or should try to strive for maximum consistency in your document (grouping pen names together with the real name may confuse readers who don't know about the relation). But we can probably ignore that for now and just assume that some people would find such a feature useful and would want to use it. The much more important question is what the interface should look like. I'm guessing you could actually get quite far with Just to show what is possible at the moment, here is one way to normalise away a middle name initial for sorting and citations (the different forms will show in the bibliography) \documentclass[british]{article}
\usepackage[T1]{fontenc}
\usepackage{babel}
\usepackage{csquotes}
\usepackage[backend=biber, style=authoryear]{biblatex}
\DeclareSortingTemplate{nyt}{
\sort{
\field{presort}
}
\sort[final]{
\field{sortkey}
}
\sort{
\field{sortname}
\field{shortauthor}
\field{author}
\field{shorteditor}
\field{editor}
\field{translator}
\field{sorttitle}
\field{title}
}
\sort{
\field{sortyear}
\field{year}
}
\sort{
\field{sorttitle}
\field{title}
}
\sort{
\field{volume}
\literal{0}
}
}
\begin{filecontents}{\jobname.bib}
@book{belk,
author = {Anne B. Elk},
shortauthor = {Anne Elk},
title = {A Theory on Brontosauruses},
year = {1972},
publisher = {Monthy \& Co.},
location = {London},
}
@book{elk,
author = {Anne Elk},
title = {A Theory on Brontosauruses},
year = {1972},
publisher = {Monthy \& Co.},
location = {London},
}
\end{filecontents}
\addbibresource{\jobname.bib}
\addbibresource{biblatex-examples.bib}
\begin{document}
Lorem \autocite{sigfridsson,elk,belk}
\printbibliography
\end{document} |
And how do we deal with two different people that have exactly the same
name? There are plenty of examples...
I think the only way to deal with this problem will be to assign an ID to
each author in the source bib.
That would even allow us to treat the case of an author that publishes
under two different names and one needs to preserve the name used in the
citation. Like for example a "Marco" who is now a "Teresa" and wants it
known.
Paulo Ney
…On Sat, Jan 16, 2021, 11:24 PM moewew ***@***.***> wrote:
Agreed. It doesn't really matter if there are situations where you
explicitly don't want this: You could choose not to use the additional
features in that case. There is also the philosophical issue of how you
know that two slightly different names refer to the same person and the
bibliographic question of whether or not you should try to stick to the
exact name format as given in the publication you cite or should try to
strive for maximum consistency in your document (grouping pen names
together with the real name may confuse readers who don't know about the
relation). But we can probably ignore that for now and just assume that
some people would find such a feature useful and would want to use it.
The much more important question is what the interface should look like.
I'm guessing you could actually get quite far with sortname, the extended
name format or name/field annotations already, but I'm guessing some people
would find that too clunky. I'm at a loss to know what a "good" interface
would look like.
Just to show what is possible at the moment, here is one way to normalise
away a middle name initial for sorting and citations (the different forms
will show in the bibliography)
\documentclass[british]{article}\usepackage[T1]{fontenc}\usepackage{babel}\usepackage{csquotes}
\usepackage[backend=biber, style=authoryear]{biblatex}
\DeclareSortingTemplate{nyt}{
\sort{
\field{presort}
}
\sort[final]{
\field{sortkey}
}
\sort{
\field{sortname}
\field{shortauthor}
\field{author}
\field{shorteditor}
\field{editor}
\field{translator}
\field{sorttitle}
\field{title}
}
\sort{
\field{sortyear}
\field{year}
}
\sort{
\field{sorttitle}
\field{title}
}
\sort{
\field{volume}
\literal{0}
}
}
\begin{filecontents}[overwrite]{\jobname.bib}
@book{belk,
author = {Anne B. Elk},
shortauthor = {Anne Elk},
title = {A Theory on Brontosauruses},
year = {1972},
publisher = {Monthy \& Co.},
location = {London},
}
@book{elk,
author = {Anne Elk},
title = {A Theory on Brontosauruses},
year = {1972},
publisher = {Monthy \& Co.},
location = {London},
}\end{filecontents}\addbibresource{\jobname.bib}\addbibresource{biblatex-examples.bib}
\begin{document}
Lorem \autocite{sigfridsson,elk,belk}
\printbibliography\end{document}
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All good points. But, @pauloney, forgive me if I misrepresent your intentions, I initially interpreted you first comment to mean that you in general think this request is not a good idea. From what I read now though, I'm not too sure any more. If one can come up with a good interface to address this (and that is a big if, no doubt), ideally the solution would 'cut both ways': You would be able to group together different names for one person and 'split' one name for several people (how useful or usable this is for your readers is a question you'd have to address at some point). A badly designed system that can only deal with a fraction of real world cases is probably not going to be very helpful, but if we can come up with a good system that is fully backwards compatible, works for most of the uses cases that may come up in the wild (including the cases you mentioned) and has a at least somewhat usable interface, it may be helpful. |
I definitely think that it is an excellent good idea. We dance around this
issue all the time in our production line, and making choices which are not
always smart -- like for example changing the name of the author as it
appears in the original publication.
To give you an idea of the vastness of the problem, today we are dealing
with the citation to a paper by
M. M. Peixoto & M.M. Peixoto
in which one of them is Marília Matos and the other is Maurício Matos and
NO one knows which if the first and which is the second.
Knowing exactly which one is which is important for things like -- search
for other papers of the same author -- which are going to be present on the
web-page of the paper and whose data is derived from the files produced by
Biber, from the source in BibTeX.
I think we should have this implemented years ago ... but it needs to be
done carefully and, if possible, encompass all the cases... unlike the
language/transliteration case where we still do not have a correct way to
cite certain types of work.
We should list all the problems first and make sure we come with a
framework that could address all of them and possibly be extended in the
future.
Paulo Ney
…On Sun, Jan 17, 2021 at 11:59 PM moewew ***@***.***> wrote:
All good points. But, @pauloney <https://github.com/pauloney>, forgive me
if I misrepresent your intentions, I initially interpreted you first
comment to mean that you in general think this request is not a good idea.
From what I read now though, I'm not too sure any more. *If* one can come
up with a good interface to address this (and that is a big if, no doubt),
ideally the solution would 'cut both ways': You would be able to group
together different names for one person and 'split' one name for several
people (how useful or usable this is for your readers is a question you'd
have to address at some point). A badly designed system that can only deal
with a fraction of real world cases is probably not going to be very
helpful, but if we can come up with a good system that is fully backwards
compatible, works for most of the uses cases that may come up in the wild
(including the cases you mentioned) and has a at least somewhat usable
interface, it may be helpful.
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Sorry for the very slow reply!
Yes, this sounds reasonable. We could at least start by offering the option of
I believe I'm thinking of the same or a very similar interface (although I prefer author = {given = Hans, family = Harman, real_given = Johannes}
author = {given = Hans, family = Harman, real_full = Johannes Schmidt}
author = {full = Hans Harman, real_given = Johannes}
author = {full = Hans Harman, real_full = Johannes Schmidt} This is a good point about individuals with the same surname and identical initials (or perhaps even identical names if you're really unlucky, though I think there are other solutions in that rare case, like suffixes). I'm not sure the suggestion here is actually the best way to solve this problem, but it could be used that way. In an ideal world, biblatex would detect ambiguous names and differentiate by automatically expanding a first or middle name where necessary (in all appearances throughout the document, I would think). |
I think all the mechanisms to do this are already present. Declare some new nameparts with:
then declare sorting schemes using these new nameparts and adapt a style for printing the new nameparts in whatever format you need. This is not really a very common requirement for most users and so it could just be an extension you add in to your own workflow. |
@plk Thanks for your reply. That's good to know. I am trying to refresh my memory as to my exact use case (since it was so long ago), but I suspect you are right in that this should solve at least many of the cases I proposed. |
A large component missing to generally solve cases like this was name hash customisation. This is now implemented in |
For example, in the M. M. Peixoto & M.M. Peixoto case, as desired, there is now (currently in DEV) the facility in extended name format to provide Ids which will be used to override name-derived data for hash generation:
Now, each author is treated as a different person for things like citation compression, |
I was wondering what your thoughts would be on adding support for alternative versions of an author's name. This is admittedly not a super common use case, but might come in hand when, e.g.,
In some cases it may need to be indicated which names are alternatives/aliases for other names (referring to the same person, that is) whereas in other cases this would be unnecessary (e.g. just middle initials missing).
The main practical relevance of this feature, I imagine, would be to control unique citations ("citation counter"), grouping of bibliographic entries, and in some cases showing extra text elaborating on the real name corresponding to a pseudonym / pen name.
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