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

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?
  • http://www.zotero.org/support/requesting_styles
    start with American Psychological Association (APA)
  • edited March 12, 2010
    I'm a complete newbie :( What do I have to do? Try to make some changes by myself and then ask for specific help?
  • 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.
  • 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!
  • 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?
  • 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.
  • 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!!!
  • 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).
  • 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. :)
  • edited March 15, 2010
    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.
  • 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.
  • I'm on the same university. Thanks for the work so far!

    Most profs want it like that, or very very similar.
  • @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 :)
  • 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!
  • if you post it somewhere accessible I'd also be happy to upload it to the repository.
  • what i also need to figure out is how to enable the selection of footnote/endnote. hasnt worked for me yet.
  • 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.
  • edited April 4, 2010
    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?
  • edited April 4, 2010
    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)
  • 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
  • try the International Organization style in the repository - that will be very close
  • that looks very good indeed, thank you so much!!
  • 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>
  • 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.
  • edited October 12, 2014
    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.
  • 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
  • Happy to take a pull request.
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