Newbie needs help with Harvard style

Hello there,

I've just started using Zotero. I am using the Harvard Reference Format 1 (Author-Date), and my problems are as follows:

1) when I ask to generate the bibliography, it does so leaving any papers with more than 2 authors as "et al" rather than the full reference.

2) When i cite in the text, sometimes it gives me the correct format (e.g. Veale et al. 2001) but sometimes it decides to put initials first (e.g. R.G. Veale et al 2001). When I check the way the reference has been saved in Zotero, i don't spot a difference in the format the authors' names have been put in. Annoying!

Any help with either question above much appreciated. Please note that I'm completely new to this so idiot-proof help would be welcome :D.

Many thanks
  • 1) depends on the citation style - et al for three authors ore more is a common requirement. There is no such thing as an authoritative Harvard style: http://www.zotero.org/support/kb/harvard_style
    and the one that Zotero calls Harvard one follows this rule. Other Harvard-type style, such as American Psychological Association follow different rules.

    2.) http://www.zotero.org/support/kb/given_name_disambiguation
  • Hi thanks for your reply. I think I didn't explain correctly. I understand that there are plenty Harvard systems, but at my university we need to provide references as i described above , i.e.: Smith et al. 2001 in text, and then the reference in the bibliography with all authors, e.g.:

    Smith, F., Gardian, G and Jones, E. (2001)... etc.

    What I need to do is learn how to modify the existing Harvard format or create a new referencing style that meets my requirements.

    Many thanks in advance.
  • change this
    <bibliography hanging-indent="true" et-al-min="4" et-al-use-first="1">
    to this
    <bibliography hanging-indent="true">
    see here for general instructions:
    http://www.zotero.org/support/dev/citation_styles/style_editing_step-by-step
  • Hi, thanks. One step closer...

    I followed all the steps carefully and managed to drag the .csl file into a zotero page. I then went back to my word document to change the style used to the new one. The citations are now fine, but then i cannot add a bibliography! Zotero says: "The current bibliographic style does not define a bibliography. If you wish to add a bibliography, please choose another style".

    I'm pretty sure I only made changes where necessary to the code, and that I also copied the whole code to the notepad. What could be wrong?
  • HERE IS THE CODE:

    ---------------------------------------------------------------

    <?xml version="1.0" encoding="utf-8"?>
    <style xmlns="http://purl.org/net/xbiblio/csl" class="in-text" version="1.0" demote-non-dropping-particle="sort-only">
    <info>
    <title>Harvard Reference format 2 (Author-Date)</title>
    <id>http://www.zotero.org/styles/harvard1</id>;
    <link href="http://www.zotero.org/styles/harvard1" rel="self"/>
    <author>
    <name>Julian Onions</name>
    <email>julian.onions@gmail.com</email>
    </author>
    <category citation-format="author-date"/>
    <category field="generic-base"/>
    <updated>2011-05-12T00:16:08+00:00</updated>
    <summary>The Harvard author-date style</summary>
    <link href="http://libweb.anglia.ac.uk/referencing/harvard.htm" rel="documentation"/>
    <rights>This work is licensed under a Creative Commons Attribution-Share Alike 3.0 License: http://creativecommons.org/licenses/by-sa/3.0/</rights>;
    </info>
    <macro name="editor">
    <names variable="editor" delimiter=", ">
    <name and="symbol" initialize-with=". " delimiter=", "/>
    <label form="short" prefix=", " text-case="lowercase" suffix="." strip-periods="true"/>
    </names>
    </macro>
    <macro name="anon">
    <text term="anonymous" form="short" text-case="capitalize-first" strip-periods="true"/>
    </macro>
    <macro name="author">
    <names variable="author">
    <name name-as-sort-order="all" and="symbol" sort-separator=", " initialize-with="." delimiter-precedes-last="never" delimiter=", "/>
    <label form="short" prefix=" " suffix="." text-case="lowercase" strip-periods="true"/>
    <substitute>
    <names variable="editor"/>
    <text macro="anon"/>
    </substitute>
    </names>
    </macro>
    <macro name="author-short">
    <names variable="author">
    <name form="short" and="symbol" delimiter=", " delimiter-precedes-last="never" initialize-with=". "/>
    <substitute>
    <names variable="editor"/>
    <names variable="translator"/>
    <text macro="anon"/>
    </substitute>
    </names>
    </macro>
    <macro name="access">
    <choose>
    <if variable="URL">
    <text value="Available at:" suffix=" "/>
    <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>
    </if>
    </choose>
    </macro>
    <macro name="title">
    <choose>
    <if type="bill book graphic legal_case motion_picture report song thesis" match="any">
    <text variable="title" font-style="italic"/>
    </if>
    <else>
    <text variable="title"/>
    </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="edition">
    <choose>
    <if is-numeric="edition">
    <group delimiter=" ">
    <number variable="edition" form="ordinal"/>
    <text term="edition" form="short" suffix="." strip-periods="true"/>
    </group>
    </if>
    <else>
    <text variable="edition" suffix="."/>
    </else>
    </choose>
    </macro>
    <macro name="pages">
    <group>
    <label variable="page" form="short" suffix=" "/>
    <text variable="page"/>
    </group>
    </macro>
    <citation et-al-min="3" et-al-use-first="1" et-al-subsequent-min="1" et-al-subsequent-use-first="1" disambiguate-add-year-suffix="true" disambiguate-add-names="true">
    <layout prefix="(" suffix=")" delimiter="; ">
    <group delimiter=", ">
    <group delimiter=" ">
    <text macro="author-short"/>
    <text macro="year-date"/>
    </group>
    <group>
    <label variable="locator" suffix="." form="short" strip-periods="true"/>
    <text variable="locator"/>
    </group>
    </group>
    </layout>
    </citation>
    <bibliography hanging-indent="true" et-al-min="10" et-al-use-first="1">
    <sort>
    <key macro="author"/>
    <key variable="title"/>
    </sort>
    <layout>
    <text macro="author" suffix=","/>
    <date variable="issued" prefix=" " suffix=".">
    <date-part name="year"/>
    </date>
    <choose>
    <if type="bill book graphic legal_case motion_picture report song" match="any">
    <group prefix=" " delimiter=" " suffix=",">
    <text macro="title"/>
    <text macro="edition"/>
    <text macro="editor"/>
    </group>
    <text prefix=" " suffix="." macro="publisher"/>
    </if>
    <else-if type="chapter paper-conference" match="any">
    <text macro="title" prefix=" " suffix="."/>
    <group prefix=" " delimiter=" ">
    <text term="in" text-case="capitalize-first"/>
    <text macro="editor"/>
    <text variable="container-title" font-style="italic" suffix="."/>
    <text variable="collection-title" suffix="."/>
    <text variable="event" suffix="."/>
    <group suffix="." delimiter=", ">
    <text macro="publisher" prefix=" "/>
    <text macro="pages"/>
    </group>
    </group>
    </else-if>
    <else-if type="thesis">
    <group prefix=" " suffix="." delimiter=". ">
    <text macro="title"/>
    <text variable="genre"/>
    <text macro="publisher"/>
    </group>
    </else-if>
    <else>
    <group suffix=".">
    <text macro="title" prefix=" "/>
    <text macro="editor" prefix=" "/>
    </group>
    <group prefix=" " suffix=".">
    <text variable="container-title" font-style="italic"/>
    <group prefix=", ">
    <text variable="volume"/>
    <text variable="issue" prefix="(" suffix=")"/>
    </group>
    <group prefix=", ">
    <label variable="page" suffix="." form="short" strip-periods="true"/>
    <text variable="page"/>
    </group>
    </group>
    </else>
    </choose>
    <text prefix=" " macro="access" suffix="."/>
    </layout>
    </bibliography>
    </style>
  • did you change the style id? Failing to do that might have messed with things.
    Also, see if the installed style works in the Zotero test pane
    chrome://zotero/content/tools/csledit.xul

    You could also see if any of the output in Zotero's "Report Error" is helpful.
  • also, delete this:
    et-al-subsequent-min="1" et-al-subsequent-use-first="1"
    that doesn't make any sense, though it probably shouldn't impact how the style works.
  • Ha! Before I saw your comments, I just closed the Word doc, then closed and reopened Zotero, then reopened the Word doc and was able to add bibliography. And the format was the correct one, so problem solved! haha :D

    The only thing is that as I pasted the .csl file into zotero, it replaced the Harvard 1 style that was already there. It's actually not a problem as i don't think i'd ever use it, but it would be nice to know what i should have done differently, for next time.

    And thanks again for your tips!
  • PS: I had changed the style ID from Harvard ref format 1 to 2 :)
  • edited September 29, 2011
    as far as I can see you changed the title (which actually doesn't matter to Zotero) not the id.
    Since we will likely get to a point where styles -as identified by their IDs - are automatically updated in the future, I recommend you change the ID to something unique, as in
    http://www.zotero.org/styles/harvard-myschool
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