Joseph Reagle wrote
>> But did you see bwiernik's note?
> 
> To use the medium tag instead? That's fine for APA, but other CSLs (e.g.,
> chicago-fullnote-bibliography-16th-edition.csl and
> chicago-fullnote-bibliography.csl) still render the medium field, so I am
> still getting APA-specific gunk in my Chicago notes. Did I misunderstand?

To be clear, that was comment was mostly pointing out to get proper
APA-style format labels in brackets with apa.csl, you should use medium, not
genre. It wasn't necessarily intended as a solution to the broader problem
(though I don't recall if the Chicago CSL styles at the time included medium
or not).

-------

Sebastian's recommendation to test for medium and then to supply a localized
fallback term based on item type has worked well in APA and a few other
styles for the last few years. Adopting this generally would require locale
terms for each item type--I believe that addition is widely agreed to at
this point.

It would also be good to clarify the use of genre and medium in styles and
with various client programs. Generally, both citation styles and client
programs use genre mostly to specify subtypes within an item type (most
commonly type of thesis, report, or manuscript), though the specification
also gives examples of using it for film or book genres (this strikes me as
very odd mixing of information within a variable). Mendeley uses genre in
this way for books, Zotero uses it this way for films and computer programs
(programming language).

Citation styles rarely use medium and always as a descriptor for the format
or medium of the item. Medium seems most appropriate for descriptions like
"E-book", "Video recording", "Forum post", "Computer program and
accompanying manual", etc. Zotero uses medium for physical
descriptions/formats of graphic, song, motion_picture, broadcast, and
interview, as well as for the operating system of computer programs.
Mendeley doesn't use medium at all.

In retrospect, it seems like medium might have been a better choice to use
for all format and subtype information (i.e., things like type of thesis,
report, forum post, etc.), rather than using genre for such information for
some item types (report, post, thesis, etc.) and medium for others (graphic,
song, etc.), while also using genre to provide information about item topic
(topical genre for book, song, motion_picture, etc., but also potentially
things like kind of computer program [reference management, statistical
analysis, etc.] or purpose of interview or letter).

In some styles such as APA, because genre and medium are sometimes used
inconsistently across item types (sometimes they are interchangeable in how
the variables are interpreted, sometimes not), conditional logic is needed
to test for genre and/or medium in various places to avoid double-printing
information.

Moving forward, it seems like using medium for these sorts of terms creates
the least friction. If anything can be done to make usage of genre/medium
more consistent in client programs, that would be ideal, but would be
difficult.



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