[Tex/LaTex] BibTex with apacite is not generating citation call-outs the way I expect them if first author has multiple co-authored papers in the same year

apacitebibtexhyperref

I am using APACite with BibTex and can't seem to get the citations right in cases where a single lead author has multiple papers in the same year.

Problem 1:
Using shortcite I expect a paper with more than two authors to display as:
(Burke et al. 1999). However, it is displaying multiple author names, like this:
(Burke, Curtois, Hyde et al. 1999).

Problem 2:
Where there are, say 3 papers in 2010. I would expect the citation to include a letter.
(Burke et al. 2010a); (Burke et al 2010b) etc.

Problem 3:
The references list is not displaying entries for a given lead author in chronological (or reverse chronological) order. I get a 2010 entry followed by 2007, then another 2010 and another 2007 etc.

The following is my bibtex

@article{BurkeEtAl1999,
    author = {Burke, E. and De Causmaecker, P. and Berghe, G. V.},
    title = {A hybrid tabu search algorithm for the nurse rostering problem},
    year = 1999,
    journal = {Simulated evolution and learning},
    volume = {1585},
    pages = {187--194}
}

@article{BurkeEtAl2003,
    author = {Burke, E. and Kendall, G. and Soubeiga, E. A.},
    title = {Tabu-search hyper-heuristic for timetabling and rostering},
    year = 2003,
    journal = {Journal of Heuristics},
    volume = {9},
    number = {6},
    pages = {451--470}
}
@article{BurkeEtAl2007a,
    author = {Burke, E. and Curtois, T. and Post, G. and Qu, R. and Veltman, B.},
    title = {A hybrid heuristic ordering and variable neighbourhood search for the nurse rostering problem},
    year = 2007,
    journal = {European Journal of Operational Research},
    volume = {188},
    number = {2},
    pages = {330--341}
}
@article{BurkeEtAl2007b,
    author = {Burke, E. and Curtois, T. and Qu, R. and Berghe, G. V.},
    title = {A scatter search for the nurse rostering problem},
    year = 2007,
    journal = {School of Computer Science, University of Nottingham, Tech. Rep.},
    number = {NOTTCS-TR-2007-7}
}
@article{BurkeEtAl2009,
    author = {Burke, E. and Hyde, M. and Kendall, G. and Ochoa, G. and Özcan, E. and Qu, R.},
    title = {A survey of hyper-heuristics},
    year = 2009,
    journal = {School of Computer Science, University of Nottingham, Tech. Rep.},
    number = {NOTTCS-TR-SUB-0906241418-2747}
}
@article{BurkeEtAl2010a,
    author = {Burke, E. and Curtois, T. and Hyde, M. and Kendall, G. and Ochoa, G. and Petrovic, S. and Gendreau, M.},
    title = {Iterated local search vs. hyper--heuristics: Towards general--purpose search algorithms},
    year = 2010,
    journal = {Evolutionary Computation (CEC), 2010 IEEE Congress on},
    pages = {1--8}
}
@article{BurkeEtAl2010b,
    author = {Burke, E. and Curtois, T. and Qu, R. and Berghe, G.},
    title = {A scatter search methodology for the nurse rostering problem},
    year = 2010,
    journal = {Journal of the Operational Research Society},
    volume = {61},
    number = {11},
    pages = {1667--1679}
}
@article{BurkeEtAl2010c,
    author = {Burke, E. and Hyde, M. and Kendall, G. and Ochoa, G. and Özcan, E. and Woodward, J.},
    title = {A Classification of Hyper-heuristic Approaches},
    year = 2010,
    journal = {Handbook of Metaheuristics, International Series in Operations Research and Management Science},
    volume = {146},
    pages = {449--468}
}
@article{BurkeEtAl2011a,
    author = {Burke, E. and Gendreau, M. and Ochoa, G. and Walker, J.},
    title = {Adaptive iterated local search for cross-domain optimisation},
    year = 2011,
    journal = {In Proceedings of the 13th annual conference on Genetic and evolutionary computation},
    pages = {1987--1994}
}
@article{BurkeEtAl2011b,
    author = {Burke, E. and Curtois, T. and van Draat, L. and van Ommeren, J. and Post, G.},
    title = {Progress control in iterated local search for nurse rostering},
    year = 2011,
    journal = {Journal of the Operational Research Society},
    volume = {62},
    number = {2},
    pages = {1987--1994}
}
@article{BurkeEtAl2013,
    author = {Burke, E. and Hyde, M. and Kendall, G. and Ochoa, G. and Özcan, E. and Qu, R.},
    title = {Hyper-heuristics: A survey of the state of the art},
    year = 2013,
    journal = {Journal of the Operational Research Society advance online publication},
    volume = {64},
    number = {12},
    pages = {1695-–1724}
}

This is my tex:

\begin{filecontents*}{example.eps}
gsave
newpath
  20 20 moveto
  20 220 lineto
  220 220 lineto
  220 20 lineto
closepath
2 setlinewidth
gsave
  .4 setgray fill
grestore
stroke
grestore
\end{filecontents*}

\RequirePackage{fix-cm}


\documentclass[smallextended]{svjour3}       
\smartqed  % flush right qed marks, e.g. at 
\usepackage{graphicx}
\graphicspath{ {Images/} }
\usepackage{epstopdf}
\usepackage[greek,english]{babel}
\usepackage[]{algorithm2e}
\usepackage{hyperref}
\usepackage{apacite}


\usepackage[utf8]{inputenc}

\begin{document}
\renewcommand{\BBAY}{ }
\bibliographystyle{apacite}



This uses shortcite and I expect it to come out as (Burke et al. 2010a).  Instead I get: \shortcite{BurkeEtAl2010a}.\\\\

This uses shortcite and I expect it to come out as (Burke et al. 2010b).  Instead I get: \shortcite{BurkeEtAl2010b}.\\\\

This uses shortCiteA and I expect it to come out as Burle et al. (2010c), but instead I get: \shortciteA{BurkeEtAl2010c}.\\\\

They only seem to come through correctly if there is a single citation for a given year:\\
\shortcite{BurkeEtAl1999}\\
\shortcite{BurkeEtAl2003}\\
\shortcite{BurkeEtAl2007a}\\
\shortcite{BurkeEtAl2007b}\\
\shortcite{BurkeEtAl2009}\\
\shortcite{BurkeEtAl2011a}\\
\shortcite{BurkeEtAl2011b}\\
\shortcite{BurkeEtAl2013}\\

The problem with the bibliography is that they are not listed in alphabetical order.  Also, just like the in-text citations, letters are not appearing after the years to signify multiple citations in a given year.
\bibliography{WorkforceScheduling}

\end{document}

This is the result:
Page 1:

enter image description here

Page 2:
enter image description here

Post Edit:
I think this is happening because, although the lead author is the same in each article, the subsequent authors are different. So Latex seems to be trying to differentiate between the papers by listing out more of the authors until it has a unique signature. I don't think this is acceptable to the journal because the only examples they have given for correct int-text citations include a maximum of two authors. Not sure what to do about it.

Best Answer

Let's examine some of the claims you make.

The problem with the bibliography is that they are not listed in alphabetical order.

Not sure what you base this claim on. It certainly isn't true if you use the apacite citation management package and the apacite bibliography style. Note that sorting is performed alphabetically by all authors, not just the first or "lead" author, and only then by year.

So Latex seems to be trying to differentiate between the papers by listing out more of the authors until it has a unique signature.

It's very important to understand that LaTeX doesn't perform any sorting. Instead, it's the bibliography style you've chosen that informs BibTeX how the sorting should be performed. As you've noticed, the apacite bibliography style does not automatically truncate the lists of author names if two publications share the same year but the author lists aren't identical across entries.

Where there are, say 3 papers in 2010. I would expect the citation to include a letter. (Burke et al. 2010a); (Burke et al 2010b) etc.

With the apacite bibliography style, your expectation is unfounded.

It looks like you shouldn't be using the apacite bibliography style to begin with. You may want to switch to the apalike bibliography style, and load the natbib package instead of the apacite citation management package. The following screenshot shows what you would get from making theses changes.

enter image description here enter image description here

\RequirePackage{filecontents}
\begin{filecontents}{WorkforceScheduling.bib}
@article{BurkeEtAl1999,
    author = {Burke, E. and De Causmaecker, P. and Berghe, G. V.},
    title = {A hybrid tabu search algorithm for the nurse rostering problem},
    year = 1999,
    journal = {Simulated evolution and learning},
    volume = {1585},
    pages = {187--194}
}
@article{BurkeEtAl2003,
    author = {Burke, E. and Kendall, G. and Soubeiga, E. A.},
    title = {Tabu-search hyper-heuristic for timetabling and rostering},
    year = 2003,
    journal = {Journal of Heuristics},
    volume = {9},
    number = {6},
    pages = {451--470}
}
@article{BurkeEtAl2007a,
    author = {Burke, E. and Curtois, T. and Post, G. and Qu, R. and Veltman, B.},
    title = {A hybrid heuristic ordering and variable neighbourhood search for the nurse rostering problem},
    year = 2007,
    journal = {European Journal of Operational Research},
    volume = {188},
    number = {2},
    pages = {330--341}
}
@article{BurkeEtAl2007b,
    author = {Burke, E. and Curtois, T. and Qu, R. and Berghe, G. V.},
    title = {A scatter search for the nurse rostering problem},
    year = 2007,
    journal = {School of Computer Science, University of Nottingham, Tech. Rep.},
    number = {NOTTCS-TR-2007-7}
}
@article{BurkeEtAl2009,
    author = {Burke, E. and Hyde, M. and Kendall, G. and Ochoa, G. and Özcan, E. and Qu, R.},
    title = {A survey of hyper-heuristics},
    year = 2009,
    journal = {School of Computer Science, University of Nottingham, Tech. Rep.},
    number = {NOTTCS-TR-SUB-0906241418-2747}
}
@article{BurkeEtAl2010a,
    author = {Burke, E. and Curtois, T. and Hyde, M. and Kendall, G. and Ochoa, G. and Petrovic, S. and Gendreau, M.},
    title = {Iterated local search vs. hyper--heuristics: Towards general--purpose search algorithms},
    year = 2010,
    journal = {Evolutionary Computation (CEC), 2010 IEEE Congress on},
    pages = {1--8}
}
@article{BurkeEtAl2010b,
    author = {Burke, E. and Curtois, T. and Qu, R. and Berghe, G. V.},
    title = {A scatter search methodology for the nurse rostering problem},
    year = 2010,
    journal = {Journal of the Operational Research Society},
    volume = {61},
    number = {11},
    pages = {1667--1679}
}
@article{BurkeEtAl2010c,
    author = {Burke, E. and Hyde, M. and Kendall, G. and Ochoa, G. and Özcan, E. and Woodward, J.},
    title = {A Classification of Hyper-heuristic Approaches},
    year = 2010,
    journal = {Handbook of Metaheuristics, International Series in Operations Research and Management Science},
    volume = {146},
    pages = {449--468}
}
@article{BurkeEtAl2011a,
    author = {Burke, E. and Gendreau, M. and Ochoa, G. and Walker, J.},
    title = {Adaptive iterated local search for cross-domain optimisation},
    year = 2011,
    journal = {In Proceedings of the 13th annual conference on Genetic and evolutionary computation},
    pages = {1987--1994}
}
@article{BurkeEtAl2011b,
    author = {Burke, E. and Curtois, T. and van Draat, L. and van Ommeren, J. and Post, G.},
    title = {Progress control in iterated local search for nurse rostering},
    year = 2011,
    journal = {Journal of the Operational Research Society},
    volume = {62},
    number = {2},
    pages = {1987--1994}
}
@article{BurkeEtAl2013,
    author = {Burke, E. and Hyde, M. and Kendall, G. and Ochoa, G. and Özcan, E. and Qu, R.},
    title = {Hyper-heuristics: A survey of the state of the art},
    year = 2013,
    journal = {Journal of the Operational Research Society advance online publication},
    volume = {64},
    number = {12},
    pages = {1695-–1724}
}
\end{filecontents}

\documentclass[smallextended]{svjour3}       
\usepackage[greek,english]{babel}
\usepackage{natbib}
\setcitestyle{aysep={}}
\bibliographystyle{apalike}
\usepackage[colorlinks,citecolor=blue]{hyperref}
\usepackage[utf8]{inputenc}

\begin{document}
\begingroup
\obeylines
This uses \verb+\citep+. I expect it to come out as (Burke et al. 2010a). 
Sure enough, I get: \citep{BurkeEtAl2010a}.

\smallskip
This uses \verb+\citep+. I expect it to come out as (Burke et al. 2010b). 
Sure enough, I get: \citep{BurkeEtAl2010b}.

\smallskip
This uses \verb+\citep+. I expect it to come out as (Burke et al. 2010c). 
Sure enough, I get: \citep{BurkeEtAl2010c}.

\medskip
This also comes out correctly if there is a single citation for a given year:
\citep{BurkeEtAl1999}
\citep{BurkeEtAl2003}
\citep{BurkeEtAl2007a}
\citep{BurkeEtAl2007b}
\citep{BurkeEtAl2009}
\citep{BurkeEtAl2011a}
\citep{BurkeEtAl2011b}
\citep{BurkeEtAl2013}
\endgroup
\bibliography{WorkforceScheduling}
\end{document}
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