Style needed - University of Mannheim Germany chair of Prof. Dr. Dr. h.c. Christian Homburg

crush

Hello everyone,

I need a style that formats the bibliography like this:

Homburg, Christian (1991), Cross-Validation and Information Criteria in Causal Modeling, Journal of Marketing Research, 28 (May), 137-144.

Homburg is the last name, Christian the first name.

and the citations like this:

(Homburg 1991, S. 141)

When there are <=3 authors format like this: (Homburg/Stock/Fastnacht 2000, S. 19)
For >3 format like this: (Homburg et al., S. 36)

Can anyone help?

adamsmith

http://www.zotero.org/support/requesting_styles
start with American Psychological Association (APA)

crush

I'm a complete newbie :( What do I have to do? Try to make some changes by myself and then ask for specific help?

adamsmith

not necessarily, no - although you're certainly encouraged to try yourself, if you're requesting a style, you're supposed to follow the instructions in the link - i.e. steps 1), 2) and 3) there.
From what you've posted, APA looks like your best bet for step 1 - plus it'd make sense that a business/marketing professor largely follows a psychology style.

crush

Ok, so taking American Sociological Association as a start the following changes must be implemented:

Single Citations:
Instead of and use a / resulting in (Jaworski/Kohli 1996) insetad of (Jaworski and Kohli 1996)

Multi Citations:
same as with single plus "," insetad of ";" resulting in (Felton 1959, Jaworski/Kohli 1996) instead of (Felton 1959; Jaworski and Kohli 1996)

Bibliography:
-no and between authors
-commas between last and first name for all authors
-no full stop after last author, simply a space
-year in round brackets following
-no quotes
-comma after title
-journal not italic
-comma after journal
-following the volume with a subsequent space
-following the month in round brackets followed by a comma
-then the pages, followed by a full stop.

resulting in

Jaworski, Bernard J., Ajay K., Kohli (1996), Market orientation: Review, refinement, and roadmap, Journal of Market-Focused Management, 1 (June), 119-135.

instead of

Jaworski, Bernard J., and Ajay K. Kohli. 1996. “Market orientation: Review, refinement, and roadmap.” Journal of Market-Focused Management 1:119-135.


as for the et al rule the first post holds true:
When there are <=3 authors format like this: (Homburg/Stock/Fastnacht 2000, S. 19)
For >3 format like this: (Homburg et al., S. 36)

Hope this is the right procedure. Thanks a million!

crush

Ok so, I was able to figure out some parts:

<?xml version="1.0" encoding="UTF-8"?>
<style xmlns="http://purl.org/net/xbiblio/csl" xml:lang="de" class="in-text" >
<info>
<title>American Sociological Association</title>
<id>http://www.zotero.org/styles/asa</id>;
<link href="http://www.zotero.org/styles/asa"/>
<author>
<name>Julian Onions</name>
<email>julian.onions@gmail.com</email>
</author>
<category term="author-date"/>
<category term="sociology"/>
<updated>2008-10-20T16:32:11+00:00</updated>
<summary>The ASA style.</summary>
<link href="http://www.asanet.org/galleries/default-file/asaguidelinesnew.pdf" rel="documentation"/>
</info>
<macro name="editor">
<names variable="editor">
<label form="verb" text-case="lowercase" suffix=" "/>
<name and="text" delimiter=", "/>
</names>
</macro>
<macro name="series-editor">
<names variable="original-author">
<label form="short" text-case="capitalize-first" suffix=". "/>
<name and="text" delimiter=", "/>
</names>
</macro>
<macro name="anon">
<text term="anonymous" form="short" text-case="capitalize-first"/>
</macro>
<macro name="author">
<names variable="author">
<name name-as-sort-order="all" sort-separator=", " delimiter=", "
delimiter-precedes-last="always"/>
<label form="short" prefix=", " suffix="." text-case="lowercase"/>
<substitute>
<names variable="editor"/>
<names variable="translator"/>
<text macro="anon"/>
</substitute>
</names>
</macro>
<macro name="author-short">
<names variable="author">
<name form="short" and="text" delimiter=", "/>
<substitute>
<names variable="editor"/>
<names variable="translator"/>
<text macro="anon"/>
</substitute>
</names>
</macro>
<macro name="access">
<group>
<text variable="URL"/>
<group prefix=" (" suffix=")">
<text term="accessed" text-case="capitalize-first" suffix=" "/>
<date variable="accessed">
<date-part name="month" suffix=" "/>
<date-part name="day" suffix=", "/>
<date-part name="year"/>
</date>
</group>
</group>
</macro>
<macro name="title">
<choose>
<if type="thesis">
<text variable="title"/>
</if>
<else-if type="book">
<text variable="title" font-style=""/>
</else-if>
<else>
<text variable="title" quotes="false"/>
</else>
</choose>
</macro>
<macro name="publisher">
<group delimiter=" " >
<text variable="publisher-place"/>
<text variable="publisher"/>
</group>
</macro>

<macro name="year-date">
<choose>
<if variable="issued">
<date variable="issued">
<date-part name="year"/>
</date>
</if>
<else>
<text term="no date" form="short"/>
</else>
</choose>
</macro>
<macro name="day-month">
<date variable="issued">
<date-part name="month"/>
<date-part name="day" prefix=" "/>
</date>
</macro>
<macro name="pages">
<label variable="page" form="short" suffix=". " text-case="capitalize-first"/>
<text variable="page"/>
</macro>
<macro name="edition">
<choose>
<if is-numeric="edition">
<group delimiter=" ">
<number variable="edition" form="ordinal"/>
<text term="edition" form="short" suffix="."/>
</group>
</if>
<else>
<text variable="edition" suffix="."/>
</else>
</choose>
</macro>
<citation>
<option name="et-al-min" value="4"/>
<option name="et-al-use-first" value="1"/>
<option name="et-al-subsequent-min" value="4"/>
<option name="et-al-subsequent-use-first" value="1"/>
<option name="disambiguate-add-year-suffix" value="true"/>
<option name="disambiguate-add-names" value="false"/>
<option name="disambiguate-add-givenname" value="false"/>
<option name="collapse" value="year"/>
<layout prefix="(" suffix=")" delimiter=", ">
<group delimiter=":">
<group delimiter=" ">
<text macro="author-short"/>
<text macro="year-date"/>
</group>
<text variable="locator"/>
</group>
</layout>
</citation>
<bibliography>
<option name="hanging-indent" value="false"/>
<option name="et-al-min" value="6"/>
<option name="et-al-use-first" value="1"/>
<sort>
<key macro="author"/>
<key variable="title"/>
</sort>
<layout suffix="">
<group delimiter=" ">
<text macro="author" suffix=" ("/>
<text macro="year-date" suffix="),"/>
</group>
<choose>
<if type="article-newspaper article-magazine" match="any">
<group delimiter=" ">
<text macro="title" prefix=" " suffix=","/>
</group>
<group prefix=" " delimiter=", ">
<text variable="container-title" font-style=""/>
<text macro="day-month"/>
<text variable="edition"/>
<text variable="page"/>
</group>
</if>
<else-if type="thesis">
<text macro="title" prefix=" " suffix="" quotes="false"/>
<group prefix=" " delimiter=", ">
<text macro="edition" />
<text macro="editor" suffix="."/>
<text variable="genre"/>
<text macro="publisher"/>
</group>
</else-if>
<else-if type="book">
<group delimiter=" ">
<text macro="title" prefix=" " suffix="."/>
<text macro="edition" />
<text macro="editor" suffix="."/>
<text macro="publisher"/>
</group>
</else-if>
<else-if type="chapter">
<group delimiter=" ">
<text macro="title" prefix=" " suffix="."/>
<group class="container" delimiter=", " suffix=".">
<group delimiter=" ">
<text macro="pages"/>
<text term="in" text-case="lowercase"/>
<text variable="container-title" font-style=""/>
</group>
<text variable="volume" prefix="vol. "/>
<text variable="collection-title" font-style=""/>
<text macro="editor"/>
</group>
<text macro="publisher"/>
</group>
</else-if>
<else>
<group suffix="," >
<text macro="title" prefix=" "/>
<text macro="editor" prefix=" "/>
</group>
<group class="container" prefix=" " suffix="." delimiter=", ">
<text variable="container-title" font-style=""/>
<group delimiter=" (">
<text variable="volume" />
<text variable="page"/>
</group>
</group>
</else>
</choose>
<text prefix=" " macro="access" suffix="."/>
</layout>
</bibliography>
</style>

resulting in:
(Slater and Narver 1998)

Slater, Stanley F., Narver, John C. (1998), Customer-Led and Market-Oriented: Let's Not Confuse the Two, Strategic Management Journal, 19 (1001-1006.

What is still missing? What was I not able to do?
- After the volume in the Bibliography I figured out the bracket, but after it I would like to have the month and then a closing bracket.
- My main problem: single and multi citations: Instead of (Slater and Narver 1998) I need (Slater/Narver 1998).
-Did I change the et. al. rule correctly? Also can someone please explain what the following lines stand for?

<option name="et-al-min" value="4"/>
<option name="et-al-use-first" value="1"/>
<option name="et-al-subsequent-min" value="4"/>
<option name="et-al-subsequent-use-first" value="1"/>

Hope to have a response soon :-) Cheers

PS: I only implemented the changes for the journals...which parts must I change for a book?

adamsmith

I'm sorry, I don't have time to actually help you with all of this, but for the names with /
try this:
<macro name="author-short">
<names variable="author">
<name form="short" delimiter="/" delimiter-precedes-last="always"/>
<substitute>

about this:
<option name="et-al-min" value="4"/>
<option name="et-al-use-first" value="1"/>
<option name="et-al-subsequent-min" value="4"/>
<option name="et-al-subsequent-use-first" value="1"/>
you could probably just delete the last two lines - it means that both for the first and for subsequent citations "et-al" kicks in for a minimum of four authors and lists the first one before et-al. The last two lines can be used to change that for subsequent citations.

For "Book" change the part after
<else-if type="book"> and the corresponding macros.

crush

That already helped a lot. Thanks a million.

I installed the style and have a problem when referring to specific pages:

(Kohli/Jaworski 1990:4-6)

However, it should look like this:

(Kohli/Jaworski 1990, S. 4ff.)

- no colon...instead a comma followed by a space and 'S.' which stands for the German word 'Seite' meaning page.
- if referring to only one page: add nothing
- if referring to page page 4 and the following one: add f.
- if referring to pages 4 to x: add ff.

I already changed my headline to
<style xmlns="http://purl.org/net/xbiblio/csl" xml:lang="de" class="in-text" default-locale="de-DE" >

So theoretically, 'p.' should be changed to 'S.' anyways...when adding the right variables.

However, I don't know where this part is within the style. The whole style does not contain a written ':', so I have no idea where it comes from.

I already searched for German stuff in the forum, but in this one http://forums.zotero.org/discussion/9186/ebd-ibid-in-footnotes/

the link to http://www.mediafire.com/?sharekey=c14691802f6af3bac2b435915e8821d7e04e75f6e8ebb871 doesn't work anymore.

This might be a common problem, so I hope it doesn't take 2 long for you...really appreciate it.

Think I'm all good then..that's the last major thing, which I so far can't figure out by myself.

Cheers!!!

adamsmith

the colon is in the citation section:
<option name="collapse" value="year"/>
<layout prefix="(" suffix=")" delimiter=", ">
<group delimiter=":">
<group delimiter=" ">
<text macro="author-short"/>

changing that to , should help.
Zotero uses the language of your FF - if you have an English FF you can still change it using the export locale
http://www.zotero.org/support/hidden_prefs#export_and_citation_settings
You can also (alternatively) define the term for "page"
http://www.zotero.org/support/dev/csl_syntax_summary#terms

ff. can't be done automatically but you can just do that using the suffix field in the plugin (or maybe even as part of the page field).

crush

I actually figured out the colon part, but I was confused since the style update didn't work in word and hence I was referring to "There's no colon in the style." :) ...works now.

I solved the page part via group delimiter..ok true..quite a workaround, but should do for now.:

<option name="collapse" value="year"/>
<layout prefix="(" suffix=")" delimiter=", ">
<group delimiter=", S. ">
<group delimiter=" ">
<text macro="author-short"/>

Various English citation styles use p. for single page and Pp. for multiple. Isn't there a way to use that rule to get what I need?

- if referring to only one page: add nothing
- if referring to page page 4 and the following one: add f.
- if referring to pages 4 to x: add ff.

(Kohli/Jaworski 1990, S. 6) = perfect
(Kohli/Jaworski 1990, S. 4-5) should be (Kohli/Jaworski 1990, S. 4f.)
(Kohli/Jaworski 1990, S. 4-6) should be (Kohli/Jaworski 1990, S. 4ff.)

By 'can't be done automatically' you mean I would have to change the citations by hand in my document? Changing suffix fields in the *.csl would change the outcome for all page citations, unless I could somehow catch the amount of pages to work on a if-else-clause?!

What do you think? If this really can't be done, guess it's something for the next zotero release. :)

adamsmith

by manually I mean in the word processor plugin - that seems like the right place and I don't really see what's wrong with doing that manually in the document?

Zotero can't cut off the first page of a page range, that's why it can't be done automatically. Even with that it would be tricky, though probably doable.

mark

Crush, note that you have to insert the range manually in the word processor plugin anyway — so on your end, you just have to insert "4ff." instead of "4-6" in the 'page' field while inserting a citation.

soltera

I'm on the same university. Thanks for the work so far!

Most profs want it like that, or very very similar.

crush

@mark: lol, of course you're right! 4ff. it is :-)
@adamsmith: thanks for your contribution.
@soltera: how random :) another one who doesn't want to use refworks or endnote :)

flair

hi crush, im at uni mannheim as well ;-) have to write a thesis for Prof. Bauer and i think the regulations are the same! So thanks for your work, coul you maybe post your current version of the style?
thanks a lot!

adamsmith

if you post it somewhere accessible I'd also be happy to upload it to the repository.

flair

what i also need to figure out is how to enable the selection of footnote/endnote. hasnt worked for me yet.

adamsmith

this is an in-text citation style - there are no footnotes/endnotes that are controlled by Zotero, thus you can't chose between them.
For general footnotes/endnotes use the controls in your word processor of choice.

flair

hi adamsmith! thanks for the answer. im using the zotero word plugin with ms word 2007. when i click on the "zotero set doc prefs" button i see a window where i can choose the citation style and an option whether to use footnotes or endnotes. however, this control is disabled (greyed out) for many citation styles, esp the one i want to use. is there a way to enable this or to add a footnote style to the citation stlye?

adamsmith

as I said - it depends on the style. Only so called note styles that work with footnotes natively have that option enabled -
There are three types of styles in Zotero
1. Notes - e.g. Chicago Manual of Style - all citations are in footnotes or endnotes, usually (but not necessarilly) in extended form
2. in-text - citations are part of the written text. Most commonly in the form (Author Year, 19xx)
3. Numeric - citations are numbered consecutively and usually (but not necessarily) listed in the order of appearance in the bibliography

Of these, only the first one gives you the footnote-endnote option, because these are the only styles that create footnotes/endnotes.
which style do you want to use? (and yes, there most likely is a way to add a footnoted style, depending on what exactly you want that may be more or less work, though)

flair

ah ok now i get it, thanks.
I am currently using APA, but eventually i will have to create a custom style very similiar to the one of crush.

regarding citations i will have to use a number that refers to a footnote which contains the actual source like this: (author, year, page)

regarding the bibliography each entry has to contain

Name, surname of the author (if unknown --> "o.V.", if more than 3 authors --> 1st author + "u.a.")
Title (if part of a book/collection also: "in 'book-title', 'book-author' ed.")
volume, edition
place of publication
year of publication
number of magazine
first/last page of article

adamsmith

try the International Organization style in the repository - that will be very close

flair

that looks very good indeed, thank you so much!!

crush

Hey, sorry...totally forgot about this one.

Adam, here's the style I ended up using for my paper:

<?xml version="1.0" encoding="UTF-8"?>
<style xmlns="http://purl.org/net/xbiblio/csl" xml:lang="de" class="in-text" default-locale="de" export.bibliographyLocale="de">
<info>
<title>Homburg</title>
<id>http://www.zotero.org/styles/Homburg</id>;
<link href="http://www.zotero.org/styles/asa"/>
<author>
<name>Julian Onions</name>
<email>julian.onions@gmail.com</email>
</author>
<contributor>
<name>Thomas W</name>
<email></email>
</contributor>
<category term="author-date"/>
<category term="business"/>
<updated>2008-10-20T16:32:11+00:00</updated>
<summary>Prof Homburg, Uni Mannheim</summary>
</info>
<macro name="editor">
<names variable="editor">
<label form="verb" text-case="lowercase" suffix=" "/>
<name and="text" delimiter=", "/>
</names>
</macro>
<macro name="series-editor">
<names variable="original-author">
<label form="short" text-case="capitalize-first" suffix=". "/>
<name and="text" delimiter=", "/>
</names>
</macro>
<macro name="anon">
<text term="anonymous" form="short" text-case="capitalize-first"/>
</macro>
<macro name="author">
<names variable="author">
<name name-as-sort-order="all" sort-separator=", " delimiter=", "
delimiter-precedes-last="always"/>
<label form="short" prefix=", " suffix="." text-case="lowercase"/>
<substitute>
<names variable="editor"/>
<names variable="translator"/>
<text macro="anon"/>
</substitute>
</names>
</macro>
<macro name="author-short">
<names variable="author">
<name form="short" delimiter="/" delimiter-precedes-last="always"/>
<substitute>
<names variable="editor"/>
<names variable="translator"/>
<text macro="anon"/>
</substitute>
</names>
</macro>
<macro name="access">
<group>
<text variable="URL"/>
<group prefix=" (" suffix=")">
<text term="accessed" text-case="capitalize-first" suffix=" "/>
<date variable="accessed">
<date-part name="month" suffix=" "/>
<date-part name="day" suffix=", "/>
<date-part name="year"/>
</date>
</group>
</group>
</macro>
<macro name="title">
<choose>
<if type="thesis">
<text variable="title"/>
</if>
<else-if type="book">
<text variable="title" font-style=""/>
</else-if>
<else>
<text variable="title" quotes="false"/>
</else>
</choose>
</macro>
<macro name="publisher">
<group delimiter=" " >
<text variable="publisher-place"/>
<text variable="publisher"/>
</group>
</macro>

<macro name="year-date">
<choose>
<if variable="issued">
<date variable="issued">
<date-part name="year"/>
</date>
</if>
<else>
<text term="no date" form="short"/>
</else>
</choose>
</macro>
<macro name="day-month">
<date variable="issued">
<date-part name="month"/>
<date-part name="day" prefix=" "/>
</date>
</macro>
<macro name="pages">
<label variable="page" form="short" suffix=". " text-case="capitalize-first"/>
<text variable="page"/>
</macro>
<macro name="edition">
<choose>
<if is-numeric="edition">
<group delimiter=" ">
<number variable="edition" form="ordinal"/>
<text term="edition" form="short" suffix=","/>
</group>
</if>
<else>
<text variable="edition" suffix="."/>
</else>
</choose>
</macro>
<citation>
<option name="et-al-min" value="4"/>
<option name="et-al-use-first" value="1"/>
<option name="disambiguate-add-year-suffix" value="true"/>
<option name="disambiguate-add-names" value="false"/>
<option name="disambiguate-add-givenname" value="false"/>
<option name="collapse" value="year"/>
<layout prefix="(" suffix=")" delimiter=", ">
<group delimiter=", S. ">

<group delimiter=" ">
<text macro="author-short"/>
<text macro="year-date"/>
</group>
<text variable="locator"/>
</group>
</layout>
</citation>
<bibliography>
<option name="hanging-indent" value="false"/>
<option name="et-al-min" value="6"/>
<option name="et-al-use-first" value="1"/>
<sort>
<key macro="author"/>
<key macro="year-date"/>
<key variable="title"/>
</sort>
<layout suffix="">
<group delimiter=" ">
<text macro="author" suffix=" ("/>
<text macro="year-date" suffix="),"/>
</group>
<choose>
<if type="article-newspaper article-magazine" match="any">
<group delimiter=" ">
<text macro="title" prefix=" " suffix=","/>
</group>
<group prefix=" " delimiter=", ">
<text variable="container-title" font-style=""/>
<text macro="day-month"/>
<text variable="edition"/>
<text variable="page"/>
</group>
</if>
<else-if type="thesis">
<text macro="title" prefix=" " suffix="" quotes="false"/>
<group prefix=" " delimiter=", ">
<text macro="edition" />
<text macro="editor" suffix="."/>
<text variable="genre"/>
<text macro="publisher"/>
</group>
</else-if>
<else-if type="book">
<group delimiter=" ">
<text macro="title" prefix=" " suffix=","/>
<text macro="edition" />
<text macro="editor" suffix="."/>
<text macro="publisher" />
</group>
</else-if>
<else-if type="chapter">
<group delimiter=" ">
<text macro="title" prefix=" " suffix="."/>
<group class="container" delimiter=", " suffix=".">
<group delimiter=" ">
<text macro="pages"/>
<text term="in" text-case="lowercase"/>
<text variable="container-title" font-style=""/>
</group>
<text variable="volume" prefix="vol. "/>
<text variable="collection-title" font-style=""/>
<text macro="editor"/>
</group>
<text macro="publisher"/>
</group>
</else-if>
<else>
<group suffix="," >
<text macro="title" prefix=" "/>
<text macro="editor" prefix=" "/>
</group>
<group class="container" prefix=" " suffix="." delimiter=", ">
<text variable="container-title" font-style=""/>
<group delimiter="">
<text variable="volume" />
<text macro="day-month" prefix=" (" suffix="), "/>
<text variable="page"/>
</group>
</group>
</else>
</choose>
<text prefix=" " macro="access" suffix="."/>
</layout>
</bibliography>
</style>

adamsmith

crush - I forgot to upload this. Couple of questions:
1. What would be a good name for the style? How about
Universität Mannheim - Lehrstuhl Prof. Homburg

Do you mind if I add a creative commons license to the style (i.e. an open license)?
There are also a couple of things to fix before uploading, but I can do that for you.

adamsmith

crush?

zuphilip

I would appriciate to upload the style and suggest to add the year as well to the name.

Update: I have rewritten, updated and correted the style myself now, see next message.

zuphilip

The current implementation of the reference style for the chair of Prof. Homburg, University of Mannheim can be found here: https://github.com/UB-Mannheim/UniMA-styles/blob/master/universitat-mannheim-lehrstuhl-prof-homburg.csl

adamsmith

Happy to take a pull request.