[Tex/LaTex] biblatex: how to match the Journal of Finance bibliographic style

biblatexbibliographiesbibtexnatbib

I need to achieve a bibliographic style that is extremely common in the Finance/Econ literature: the Journal of Finance bibliographic style.

Using natbib has proven to be a nightmare when one needs a bit more flexibility.

biblatex seems to be the ideal solution (more modern, more flexible), but I have been unable to match the desired output.

Here is a sample bib. file:

@article{graham2005economic,
  title={The economic implications of corporate financial reporting},
  author={Graham, John R and Harvey, Campbell R and Rajgopal, Shiva},
  journal={Journal of Accounting and Economics},
  volume={40},
  number={1},
  pages={3--73},
  year={2005},
  publisher={Elsevier}
}

Citations should appear in the bibliography as:

Graham, J. R., Harvey, C. R., and Rajgopal, S. (2005) The economic implications of corporate financial reporting, Journal of Accounting and Economics 40, 3–73.

As you can see, there are some important details about the bibliographic style.

Use initials rather than first name of authors. If the author has two initials, a space goes between them (e.g. Denis, D. J. rather than Denis, D.J.). For all authors (not just the first author), the initials come after the last name.
A comma separates all authors’ names. An “and” comes before the name of the last author.
There is no comma after the final initial of the final author. The year, in parentheses, immediately follows.
There is no period after the year. Then follows the title of the paper, which is not in quotation marks. Only the first word is capitalized (except for any words that follow a colon)
The title is followed by a comma, and then the journal name in italics
There is no comma after the journal name. Then there is the journal volume (in BOLD), then a comma, and then the page numbers. The page numbers are separated by an “en” dash (–), not a hyphen (-). The full page numbers are given. For example, rather than 256–89, it should be 256–289. A period is after the page numbers.

Last, in the main text

For any paper which contains four authors or more, cite them as “Brown et al.” where Brown is the first author
For any papers that are cited within a phrase in parentheses, the year of the paper does not go in parentheses, a comma comes between the authors’ names and the year, and a semi-colon separates each paper, e.g. “Mergers and acquisitions are often motivated by non-value-maximizing reasons (e.g., Jensen, 1993; Grinstein and Hribar, 2004; Harford and Li, 2007).”

It it possible to replicate this bibliographic style with biblatex? Thanks!!

Best Answer

This should give you something to start from

\documentclass{article}
\usepackage[style=authoryear, 
backend=biber, 
giveninits=true,
uniquelist = false, 
uniquename=init,
isbn=false, 
maxcitenames=3,
dashed=false, 
maxbibnames=999,
doi=false,
url=false]{biblatex}
\addbibresource{biblatex-examples.bib}

\DeclareDelimFormat{nameyeardelim}{\addcomma\space}

%\setlength{\bibhang}{0pt}

\DeclareNameAlias{sortname}{family-given}

\renewcommand*{\labelnamepunct}{\addspace}

\DeclareFieldFormat
  [article,inbook,incollection,inproceedings,patent,thesis,unpublished]
  {title}{#1}

\DeclareFieldFormat{titlecase}{\MakeSentenceCase*{#1}}

\renewbibmacro*{in:}{%
  \ifentrytype{article}
    {\setunit{\addcomma\space}}
    {\printtext{\bibstring{in}\intitlepunct}}}

\DeclareFieldFormat{journaltitlecase}{#1}

\renewbibmacro*{journal}{%
  \ifboolexpr{
    test {\iffieldundef{journaltitle}}
    and
    test {\iffieldundef{journalsubtitle}}
  }
    {}
    {\printtext[journaltitle]{%
       \printfield[journaltitlecase]{journaltitle}%
       \setunit{\subtitlepunct}%
       \printfield[journaltitlecase]{journalsubtitle}}}}

\renewbibmacro*{volume+number+eid}{%
  \printfield{volume}%
  \setunit{\addcomma\space}%
  \printfield{eid}}

\DeclareFieldFormat[article,periodical]{volume}{\mkbibbold{#1}}% volume of a journal

\DeclareFieldFormat{pages}{#1}

\begin{document}
\textcite{sigfridsson,worman,geer,maron}

\parencite[e.g.,][]{nussbaum,companion}

\printbibliography
\end{document}

Related Solutions

[Tex/LaTex] bibliography style for Journal of Financial and Quantitative Analysis

At the moment there is no predefined bibliography style for Journal of Financial and Quantitative Analysis. You have two options creating your own bibliography style:

Using the tool custom-bib (makebst).

This is the custom-bib package for generating customized BibTeX bibliography styles from a generic file by means of the docstrip program that is part of the LaTeX2e installation.
Using the package biblatex and modify a predefined style on the LaTeX-level.

As often I recommend the second option because it's more flexible. (In my opinion it's easier, too)

[Tex/LaTex] insert URL in reference; change italic for volume no. to upright; get a full author name, chapter book reference

Welcome to TeX.SE!

The solution to the first part of your first question, about getting the author to be displayed as Deutsche Börse rather than as Börse, D., is not related to any particular bibliography style but to the way one should enter "corporate" authors in BibTeX. To signal to BibTeX that a given author's name is "corporate" -- and hence doesn't consist of a first name, potentially some middle name(s), potentially a "von" component, and a surname -- you need to encase it in dual curly braces:

author = {{Deutsche B{\"o}rse}},

That way, it'll also get sorted under "D" rather than under "B", which is probably what you want, right? :-) For a discussion of why you should want to write B{\"o}rse rather than Börse, I suggest you read this answer to the question "How to write “ä” and other umlauts and accented letters in bibliography?" (Shameless self-citation alert!) For much more information regarding the formatting of names of corporate authors in author and editor fields, check out either this answer or that answer.

Incidentally, you should really also aim to prevent the words Börse and Porsche in the title field from being converted to all-lowercase letters. You can do so by encasing them in curly braces:

title  = {Deutsche {B{\"o}rse} rejects {Porsche's} criticism of quarterly reports},

You don't indicate which entry type you use for this entry, so I'll assume it's the @misc type. Assuming the hyperref package is loaded as well, the following entry should deliver the goods for you (when used with the chicago bibliography style):

@misc{db:2002,
   author = {{Deutsche B{\"o}rse}},
   title  = {Deutsche {B{\"o}rse} rejects {Porsche's} criticism of quarterly reports},
   year   = 2002,
   howpublished = {Available at \url{http://deutsche-boerse.com} [Accessed 24. 11. 2009]},
}

To achieve your second set of objectives, viz., to get the volume number printed in upright rather than italic style and to replace the comma after the issue number with a column, it's necessary to edit the file chicago.bst a bit:

Locate the file chicago.bst in your TeX distribution and make a copy of this file; name the copy, say, mychicago.bst. Do not edit original files directly.
Open the file mychicago.bst in your favorite text editor and locate the function named format.jour.vol. (It starts on line 697 in my copy of this file.)
A few lines down from the header line of the function, locate the line
```
        volume emphasize.space
```
Replace it with
```
        volume
```
(I.e., remove the string emphasize.space.)
- A few more lines down, still in the same function, locate the line
```
  { ", " *  pages n.dashify * }
```
and replace it with
```
      { ": " *  pages n.dashify * }
```
Save the file mychicago.bst, either in the directory where your main .tex file is located or in a directory that's searched by your TeX distribution. If you take the latter approach, be sure to update the TeX filename database in a way that's appropriate for your TeX distribution.

Finally, replace the directive \bibliographystyle{chicago} directive with, you guessed it, \bibliographystyle{mychicago}. Re-run BibTeX and LaTeX twice more to fully update the typesetting of the references. Specifically, if your bib entry looks like this:

@article{john:1993,
   author = {Teresa A. John},
   title  = {Accounting measures of corporate liquidity, leverage, and costs 
             of financial distress},
   journal= {Financial Management},
   year   = 1993,
   volume = 22,
   number = 3,
   pages  = {91--100},
}

the typeset entry should like this:

enter image description here

Best Answer

Related Solutions

[Tex/LaTex] bibliography style for Journal of Financial and Quantitative Analysis

[Tex/LaTex] insert URL in reference; change italic for volume no. to upright; get a full author name, chapter book reference

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