On Nov 25, 2005, at 3:12 PM, David Wilson wrote:

In any of these groups the user should be able to select the sort order name,
date / date, name etc.

Hmm ... I'm finding myself really not liking this idea. It adds significant complexity all around (XML, processing code, GUI), for what benefit? Why would someone want or need to have different sorting within sections of a reference list?

And as Martha suggested there could be an arbitrary
number and levels of headings, and sorting options. (Published / Un-published could be sorted based on record content tests ie ' If Publisher Name exists then work is a member of 'Published'. If NOT 'Published' then work is a
member of 'Unpublished'.)

If you want to make this argument, then I think you're going to need to back it up with a lot of research. I'm not convinced. And I don't think we should support every style out there. We should focus on fully supporting the dominant styles: APA, Chicago, MLA, Blue Book, etc.

Also I have suggested before we need a mechanism to allow to manually
over-ride the sorting order ...

Example?

For setting up the bibliography table I suggest we have a GUI that allows the user to set Heading Groups and table sorting options and “pre-sorting rules”. For pre-sorting to operate each bibliographic record would have a name-sort field which the sort-pre-processing would convert the name to the sort-name.

Am not understanding you here David.  Can you explain again?

An example of special sorting rules for names: how to sort ‘Mujahid Usamah Bin Ladin’ ; Bin Ladin is the family name but ‘Bin’ should always ignored in sorting arabic names, and the name would be grouped in the ‘L’s.)” or the generally known all 'Mc' or 'Mc ' are replaced with 'Mac'. Also you may want
to Anglicise the names by replace all the umlauts or accents with the
standard unaccented character. There would be a standard set of pre-sort rules but the user could add extra rules. These could be rules to fix Chinese
– English transliteration problems ie change all 'Mao Tse Tung' to 'Mao
Zedung'. To fix the situation where the rules do not seem to work, force the
sorting order - For record ID 34334453 sort-name ='smith, d. h."

OK, I see what you're saying. I don't think this has anything to do with either CSL or the GUI. It needs to be handled in the intersection of the metadata and the formatting engine. E.g., you encode a name with a language attribute, and the engine needs to know how do deal with language.

There's a reason I leave this loose in CSL; if I start allowing this fine-grained configuration, everything gets way too complex.

So how would this interact with the CiteProc formatting engine ? The
Bibliographic Table GUI would send a list of citation ID's to CiteProc, and CiteProc would return the formatted citation strings to the selected style. The sort order does not matter at this point. Through the GUI process the pre-sort rules populate the sort-name fields and the Headings are defined. When the user has finished the bib table setup and pressed the OK button to generate the table. The GUI process could return to Citeproc the sorted list
of citation Ids along with the Headings. ie

Bib Heading level1='Primary Sources', CiteIds=1234, 13445, 234234, 234234,
234234
Bib Heading level2='Published Sources' CiteIds= 45234,23423,2344,3566,576567,
Bib Heading level2='Unpublished Sources' CiteIds=
576567,56758,3245,123,234,4223,8645
Bib Heading level1='Secondary Sources' CiteIds= 463456923, 238492, 2348974,
088776

This should be easier to work with.

I don't see that. To me this is needlessly complex. I've never really used OOo' bib feature. My frame of reference is Endnote + Word and BibTeX + LaTeX, and in both cases, reference list generation is fully automatic. In Endnote, you can set it to dynamically add references as you add citations. It doesn't have grouping, but that seems to me a separate issue.

Regarding Heading groups. I think that user defined groups can be just
assigned to the cited works in a document. If a user then assigns both
'Primary Sources' and 'Secondary Source' to work then it will appear in both
lists.

But again, you're adding complexity. If you allow one group, then that might suggest a single pop-up field that allows a user to associated an item with a group. If you allow arbitrary, then you need to allow arbitrary pop-ups in the GUI.

In general, every single attribute parameter or element I add means more complexity. We need to be careful before doing that.

Example, right now I don't allow configuring sort order in different reference classes, except with simple parameters. Why? Because the only place where multi-level sorting matters is in the author-year class. And the author-year class by definition sorts by author, year, month-day. So why make life more complicated by allowing -- and indeed requiring -- people to manually set this?

Grouping isn't even supported in existing commercial competition. And I don't think Endnote can even do some of the things I have in CSL and CiteProc.

Now, you might be wondering how I imagine the interaction of the config process and formatting.

Reference list generation should be similar to how Endnote works; it should be fully automatic and dynamic by default. If I add a citation, it ends up in the reference list in almost-realtime.

Grouping? Defined by a separate panel in the config, where one might have:

group           label
----------------------
primary         Primary Sources
secondary               Secondary Sources

As the above suggests, I have in mind a pretty simple GUI. If we add the ability for arbitrary depth, that GUI gets a lot more complicated.

What do other people think?

Bruce

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