Relaton Render

Gem that takes a Relaton bibliographic description and a configuration, and generates a Metanorma XML rendering of that description.

Calling

input = "<bibitem type='...'>....</bibitem>"

r = Relaton::Render::General.new(template: ..., nametemplate: ..., seriestemplate: ..., language: "en", script: "Latn")

r.render(input) == "Author1 and Author2 2000. Title &c."

bibliography = "<references><bibitem id=''>...</bibitem>...<bibitem id=''>...</bibitem></references>"

r.render_all(bibliography, type: "author-cite") ==

{ bibitem["id"] :
  { author: "Author1 and Author2",
    date: "2000a",
    citation: "Author1 and Author2 2000a",
    formattedref: "Author1 and Author2 2000a. Title &c."
  }
}

The gem processes either Relaton XML, or native Relaton classes.

The gem is intended to be inherited from by Metanorma flavours, which may specialise it with their own code. The templates are however intended to determine much of the rendering.

Gems can provide their configurations in YAML files, and parse them before passing them to the call to Relaton::Render. The built-in values for Relaton::Render are given in /lib/relaton/render/general/config.yml, and can be overridden by the parameters of initialising Relaton::Render.

The parameters are:

language

in ISO-639

script

in ISO-15124

template

templates for rendering different bibliographic types

nametemplate

templates for rendering personal names

authorcitetemplate

templates for rendering names for the purpose of author-date citations

seriestemplate

template for rendering series

journaltemplate

template for rendering journals in article citations

extenttemplate

templates for rendering extents

sizetemplate

templates for rendering sizes

edition_ordinal

override formatting of edition with ordinal

date

default date format (from Twitter CLDR)

i18nhash

Metanorma internationalisation hash

Functionality

Rendering single reference

Given an Relaton bibitem object (or equivalent Relaton XML), render(input) will output a formatted reference for that bibitem, following the rules laid out in the configuration. That output can be inserted into the <formattedref> element of the bibitem by the calling code, and used as the authoritative rendering of the citation.

This method does not address how the bibliographic item is to be cited, and does not differentiate citations with the same author and date. It should not be used for rendering of references aligned to the author-date citation system.

Rendering multiple references

Given a collection of Relaton bibitem objects (or equivalent Relaton XML, wrapped in <references>), render_all(bibliography, type: type) will output a hash of objects, with information to be used both for rendering references, and for generating citations. This method addresses the disambiguation of citations, and changes to rendering of references reflecting that disambiguation (e.g. differentiating two works with the same wuthor surname and year: Jones 1996a and Jones 1996b). For that reason, this method should be used for references using the author-date citation system.

The type argument of render_all reflects the citation system to be used.

• If it is set to "author-date", citations with the same author and date will be disambiguated from each other by appending a letter to the date, in the order in which they occur in bibliography. (That means that any fixed sorting of references needs to be applied before the bibliography is presented to the method.)

• If it is set to nil (as is the default), no such disambiguation occurs.

The hash maps from the anchor of each bibitem (bibitem/@id), to an object containing the following fields:

formattedref

the formatted reference, as output by render(input), but with the date of the citation disambiguated if called with type: "author-date".

citation

the citation for the reference (Author-Date if called with type: "author-date"; docidentifier if called with type: nil).

author

the author designation for the reference (if called with type: "author-date")

date

the date designation for the reference, with disambiguating letter if necessary (if called with type: "author-date"). The author and date are differentiated so that consumers can separate them in citations — e.g. "Jones (1996) claims", "(Jones 1996, 1997)".

Parsing single reference

Given an Relaton bibitem object (or equivalent Relaton XML), parse(input) will output the hash of fields that is passed into the Liquid templates described below for rendering: it is the hash of bibliographic fields extracted by the gem.

Configuration

For the configuation YAML used in relaton-render, refer to https://relaton.org/specs/relaton-render