[Tex/LaTex] Mimic BibTeX “apalike” with BibLaTeX – (biblatex-apa broken?)

apa-stylebiblatexbibtex

I am trying to move on to BibLaTeX. With BibTeX the Style apalike provides everything I need, as illustrated by the following MWE:

\documentclass{article}
\usepackage{xcolor}
\usepackage{natbib}
\usepackage{hyperref}
\hypersetup{%
    colorlinks=true, 
    citecolor=blue} 

\begin{document}
Some text as written by \cite{Attanasio2010} and \citep{Galindo2002}
\bibliographystyle{apalike}
\bibliography{bib}
\end{document}

where the content of the bib is produced by Mendeley and looks like:

@article{Attanasio2010,
abstract = {This paper provides a critical survey of the large literature on the life cycle model of consumption, both from an empirical and a theoretical point of view. It discusses several approaches that have been taken in the literature to bring the model to the data, their empirical successes and failures. Finally, the paper reviews a number of changes to the standard life cycle model that could help solve the remaining empirical puzzles.},
author = {Kaminsky, Graciela Laura and Schmukler, Sergio L.},
journal = {NBER Working Paper},
month = feb,
shorttitle = {Consumption and saving},
title = {{Consumption and saving: models of intertemporal allocation and their implications for public policy}},
url = {http://papers.ssrn.com/sol3/papers.cfm?abstract\_id=1558816 http://www.nber.org/papers/w15756},
volume = {756},
number = {12},
year = {2010}
}

@article{Galindo2002,
author = {Galindo, Arturo and Schiantarelli, Fabio and Weiss, Andrew},
journal = {American Economic Review},
month = apr,
shorttitle = {Does Financial Liberalization Improve the Allocati},
title = {{Does Financial Liberalization Improve the Allocation of Investment?: Micro Evidence from Developing Countries}},
url = {http://ideas.repec.org/p/idb/wpaper/4295.html},
volume = {47},
number = {2},
year = {2002}
}

What I need is actually quite simple and is demonstrated by my example

Citations as shown in the example (cite: year in parentheses or citep: Author-Year separated by coma)
Use of et al. when more than 2 authors.
Bibliography: Only initials for first/middle name.
Last name, First name
Never use et al.
Only show year, even when month is specified
Never show URL (retrieved from…)
Issue in parentheses, next to volume
If using hyperlink, creating link for the full citation and not just the year.

The result should look like:
BibTeX example

I have probably forgotten something, but that's the obvious stuff. I have played all day with different styles of BibLaTeX, including authoryear and apa, but I was unable to reproduce the simple apalike style. In fact, I have been unable to get apa for BibLaTeX to work as I get errors such as:

Package biblatex Warning: Bibliography string 'retrieved' undefined(biblatex) at entry 'Attanasio2010'

Edit 1: The biblatex-apa MWE that I cannot get to work is:

\documentclass{article}
\usepackage{xcolor}
\usepackage{hyperref}
\hypersetup{%
    colorlinks=true, 
    citecolor=blue} 

\usepackage{polyglossia}
\setmainlanguage[variant=american]{english}

\usepackage{csquotes}

\PassOptionsToPackage{
        natbib=true,
        style=apa,
        hyperref=true,
        backend=biber,
        maxbibnames=99,
        firstinits=true,
        maxcitenames=2,
        parentracker=true
            }   {biblatex}
\usepackage{biblatex}
\DeclareNameAlias{default}{last-first}    
\DeclareLanguageMapping{american}{american-apa}

\addbibresource{bib.bib}

\begin{document}
Some text as written by \cite{Attanasio2010} and \citep{Galindo2002}

\printbibliography

\end{document}

which produces the errors:

Undefined control sequence: <argument> \mkbibdateapalongextra :    
Package biblatex Warning: Bibliography string 'retrieved' undefined(biblatex) at entry 'Galindo2002'
Package biblatex Warning: Bibliography string 'from' undefined(biblatex) at entry 'Galindo2002'

and looks like this:

enter image description here

Edit 2: The issue lies with polyglossia. When using \usepackage[american]{babel} instead there are no errors.

Edit 3: Further testing shows that, when using polyglossia, one has to use \DeclareLanguageMapping{english}{american-apa}. This takes care of the Bibliography string 'retrieved' undefined errors, but the dates are still wrong and the Undefined control sequence: \mkbibdateapalongextra is still there.

Best Answer

I've been able to answer my own question using various hacks I found on tex.sx. As @PLK pointed out, there appears to be a compatibility issue with polyglossia and Biblatex, but among all the styles I tried this issue is only visible with the APA style. So I am using authoryear-comp instead that suits the requirements I stated. This might be useful for anyone wanting a simple, apalike style, particularly when using Mendeley.

Citations: cite: year in parentheses or citep: Author-Year separated by coma) -> \let\citealp\cite \let\cite\textcite
If using hyperlink, creating link for the full citation and not just the year. -> Answer from @Audrey, see MWE below.
Use of et al. when more than 2 authors. -> maxcitenames=2
Bibliography: Only initials for first/middle name. -> giveninits=true, uniquename=init
Last name, First name -> \DeclareNameAlias{sortname}{family-given}
Never use et al. -> maxbibnames=99
Only show year, even when month is specified -> \AtEveryBibitem{% \clearfield{month}{}% \clearlist{language}{}% } (also omits the language field)
Never show URL (retrieved from...) -> url=false, doi=false, isbn=false, eprint=false
Issue in parentheses, next to volume -> see MWE below.

There are also some other tweaks in the MWE below, such as using "cited" instead of "cit." for backrefs, removing "in:" for articles, increasing vertical space for bib items.

\documentclass{article}
\usepackage{xcolor}
\usepackage{hyperref}
\hypersetup{%
    colorlinks=true, 
    citecolor=blue} 

\usepackage{polyglossia}
\setmainlanguage[variant=british]{english}

\usepackage{csquotes}

\PassOptionsToPackage{
        natbib=true,
        style=authoryear-comp,
        hyperref=true,
        backend=biber,
        maxbibnames=99,
        giveninits=true,
        uniquename=init,
        maxcitenames=2,
        parentracker=true,
        url=false,
        doi=false,
        isbn=false,
        eprint=false,
        backref=true,
            }   {biblatex}
\usepackage{biblatex}
\DeclareNameAlias{sortname}{family-given} 

% remove "in:" from articles. Thanks to Herbert.
\renewbibmacro{in:}{%
  \ifentrytype{article}{}{%
  \printtext{\bibstring{in}\intitlepunct}}}

% mit "month" and "language" from Bibliography
\AtEveryBibitem{%
  \clearfield{month}{}%
  \clearlist{language}{}%
  }

% some natbib backwards compatibility 
\let\citealp\cite
\let\cite\textcite

% increase vertical space between bibliography items.
\setlength\bibitemsep{0.5ex}
\setlength\bibnamesep{1.2ex}

% Comma before and after journal volume. Thanks to lockstep.
\renewbibmacro*{volume+number+eid}{%
  \setunit*{\addcomma\space}% NEW
  \printfield{volume}%
  \printfield{number}%
  \printfield{eid}}
  \DeclareFieldFormat[article]{number}{(#1)}% number of a journal

% Citation Hyperlinks (not just years), thanks to Audrey.
\makeatletter
\renewbibmacro*{cite}{% Based on cite bib macro from authoryear-comp.cbx
  \iffieldundef{shorthand}
    {\ifthenelse{\ifnameundef{labelname}\OR\iffieldundef{labelyear}}
       {\printtext[bibhyperref]{% Include labelname in hyperlink
          \DeclareFieldAlias{bibhyperref}{default}% Prevent nested hyperlinks
          \usebibmacro{cite:label}%
          \setunit{\addspace}%
          \usebibmacro{cite:labelyear+extrayear}}%
          \usebibmacro{cite:reinit}}
       {\iffieldequals{namehash}{\cbx@lasthash}
          {\ifthenelse{\iffieldequals{labelyear}{\cbx@lastyear}\AND
                       \(\value{multicitecount}=0\OR\iffieldundef{postnote}\)}
             {\setunit{\addcomma}%
              \usebibmacro{cite:extrayear}}
             {\setunit{\compcitedelim}%
              \usebibmacro{cite:labelyear+extrayear}%
              \savefield{labelyear}{\cbx@lastyear}}}
          {\printtext[bibhyperref]{% Include labelname in hyperlink
             \DeclareFieldAlias{bibhyperref}{default}% Prevent nested hyperlinks
             \printnames{labelname}%
             \setunit{\nameyeardelim}%
             \usebibmacro{cite:labelyear+extrayear}}%
             \savefield{namehash}{\cbx@lasthash}%
             \savefield{labelyear}{\cbx@lastyear}}}}
    {\usebibmacro{cite:shorthand}%
     \usebibmacro{cite:reinit}}%
  \setunit{\multicitedelim}}

\renewbibmacro*{textcite}{% Based on textcite bib macro from authoryear-comp.cbx
  \iffieldequals{namehash}{\cbx@lasthash}
    {\iffieldundef{shorthand}
       {\ifthenelse{\iffieldequals{labelyear}{\cbx@lastyear}\AND
                    \(\value{multicitecount}=0\OR\iffieldundef{postnote}\)}
          {\setunit{\addcomma}%
           \usebibmacro{cite:extrayear}}
          {\setunit{\compcitedelim}%
           \usebibmacro{cite:labelyear+extrayear}%
           \savefield{labelyear}{\cbx@lastyear}}}
       {\setunit{\compcitedelim}%
        \usebibmacro{cite:shorthand}%
        \global\undef\cbx@lastyear}}
    {\ifnameundef{labelname}
       {\printtext[bibhyperref]{% Include labelname in hyperlink
          \DeclareFieldAlias{bibhyperref}{default}% Prevent nested hyperlinks
          \iffieldundef{shorthand}
            {\usebibmacro{cite:label}%
             \setunit{%
               \global\booltrue{cbx:parens}%
               \addspace\bibopenparen}%
             \ifnumequal{\value{citecount}}{1}
               {\usebibmacro{prenote}}
               {}%
             \usebibmacro{cite:labelyear+extrayear}}
            {\usebibmacro{cite:shorthand}}%
          \ifthenelse{\iffieldundef{postnote}\AND
                      \(\value{multicitetotal}=0\AND\value{citetotal}=1\)}
            {\bibcloseparen% Include closing parenthesis in hyperlink
             \global\boolfalse{cbx:parens}}
            {}}}
       {\printtext[bibhyperref]{% Include labelname in hyperlink
          \DeclareFieldAlias{bibhyperref}{default}% Prevent nested hyperlinks
          \printnames{labelname}%
          \setunit{%
            \global\booltrue{cbx:parens}%
            \addspace\bibopenparen}%
          \ifnumequal{\value{citecount}}{1}
            {\usebibmacro{prenote}}
            {}%
          \iffieldundef{shorthand}
            {\iffieldundef{labelyear}
               {\usebibmacro{cite:label}}
               {\usebibmacro{cite:labelyear+extrayear}}%
             \savefield{labelyear}{\cbx@lastyear}}
            {\usebibmacro{cite:shorthand}%
             \global\undef\cbx@lastyear}%
          \ifthenelse{\iffieldundef{postnote}\AND
                      \(\value{multicitetotal}=0\AND\value{citetotal}=1\)}
            {\bibcloseparen% Include closing parenthesis in hyperlink
             \global\boolfalse{cbx:parens}}
            {}}%
          \savefield{namehash}{\cbx@lasthash}}}%
  \setunit{%
    \ifbool{cbx:parens}
      {\bibcloseparen\global\boolfalse{cbx:parens}}
      {}%
    \multicitedelim}}

\makeatother

% Backrefs "cited" instead of "cit"
\DefineBibliographyStrings{english}{%
backrefpage={cited on p\adddot},
backrefpages={cited on pp\adddot}
}

\addbibresource{bib.bib}

\begin{document}
Finally, as written by \cite{Attanasio2010}, my Bibliography is cool \citep{Galindo2002}. Furthermore (see, for example, \citealp{Attanasio2010}) there are some cool tweaks.

\printbibliography

\end{document}

enter image description here

Related Solutions

[Tex/LaTex] biblatex messing up citation entry with lots of authors

This problem is due to biblatex-apa's (apa.bbx's) apaauthor name format; you might want to notify the author of this small bug.

The string and others in the author list sets ifmorenames to true. apaauthor checks for this case whenever a name is printed, not just at the very end of the list; consequently it prints the andothers string ("et al.") after each name.

The fix is to add the following lines to your preamble.

\DeclareNameFormat{apaauthor}{%
  \ifthenelse{\value{listcount}=\maxprtauth\AND\value{listcount}<\value{listtotal}}
    {\addcomma\addspace\ldots\addspace}
    {\ifthenelse{\value{listcount}>\maxprtauth\AND\value{listcount}<\value{listtotal}}
      {}
      {\ifthenelse{\iffieldequalstr{doubtfulauthor}{true}}
        {\mkbibbrackets{\usebibmacro{name:apa:last-first}{#1}{#3}{#4}{#5}{#7}?}}
        {\usebibmacro{name:apa:last-first}{#1}{#3}{#4}{#5}{#7}}}}%
  \ifthenelse{\value{listcount}=\value{listtotal}}% this test is new
    {\ifmorenames{\andothersdelim\bibstring{andothers}}{}}{}}

The MWE

\RequirePackage{filecontents}
\begin{filecontents*}{\jobname.bib}
@Article{boker2011,
Author = {Boker, S. and Neale, M. and Maes, H. and Wilde, M. and
Spiegel, M. and Brick, T. and Spies, J. and Estabrook,
R. and Kenny, S. and Bates, T. and others},
Title = {Open{M}x: {A}n open source extended structural
equation modeling framework},
Journal = {Psychometrika},
Volume = {76},
Number = {2},
Pages = {306--317},
year = 2011
}


\documentclass{apa6}
\usepackage[american]{babel}
\usepackage{csquotes}
\usepackage[style=apa,maxnames=999,sortcites=true,sorting=nyt,apabackref=true,backend=biber]{biblatex}
\DeclareLanguageMapping{american}{american-apa}
\addbibresource{\jobname.bib}
\addbibresource{biblatex-examples.bib}

\DeclareNameFormat{apaauthor}{%
  \ifthenelse{\value{listcount}=\maxprtauth\AND\value{listcount}<\value{listtotal}}
    {\addcomma\addspace\ldots\addspace}
    {\ifthenelse{\value{listcount}>\maxprtauth\AND\value{listcount}<\value{listtotal}}
      {}
      {\ifthenelse{\iffieldequalstr{doubtfulauthor}{true}}
        {\mkbibbrackets{\usebibmacro{name:apa:last-first}{#1}{#3}{#4}{#5}{#7}?}}
        {\usebibmacro{name:apa:last-first}{#1}{#3}{#4}{#5}{#7}}}}%
  \ifthenelse{\value{listcount}=\value{listtotal}}
    {\ifmorenames{\andothersdelim\bibstring{andothers}}{}}{}}

\shorttitle{IFA}

\begin{document}

OpenMx \parencite{boker2011,aksin,wilde,murray}

\printbibliography
\end{document}

then yields

enter image description here

Update 2013-10: This has been corrected in biblatex-apa version 6.4 according to a comment below the question from user PLK.

[Tex/LaTex] Citing (author, journalabbr., year) needed

First thing to do is to add a field for the journal abbreviation to the article entrytype, journalabbr in the MWE. Therefore you need to declare a datamodel (an extra file; in the MWE I've used filecontents to simulate that) and you have to tell biblatex/biber to use it in the package options.

Then you have to modify the cite command, so it fits your needs. \citep from the authoryear-style (your citestyle) uses the \cite command. There you just have to add a switch, which checks if the field journalabbr is empty or not, and prints it out or not.

Last but not least you have to add the abbreviation fields to the entries.

MWE:

\begin{filecontents}{min.bib}
@article{boisson2003unexpected,
  title={Unexpected protein families including cell defense components feature in the N-myristoylome of a higher eukaryote},
  author={Boisson, B. and Giglione, Carmela and Meinnel, Thierry},
  journal={Journal of Biological Chemistry},
  journalabbr={JBC},
  year={2003},
  publisher={ASBMB}
}
\end{filecontents}

\begin{filecontents}{authorjabbryear.dbx}
\ProvidesFile{authorjabbryear.dbx}
\DeclareDatamodelFields[type=field,datatype=literal]{journalabbr}
\DeclareDatamodelEntryfields[article]{journalabbr}
\end{filecontents}

\documentclass[fontsize=11pt, paper=a4, ngerman, DIV=calc]{scrartcl}
\usepackage[scaled]{helvet}
\renewcommand*\familydefault{\sfdefault}
\usepackage{fixltx2e}
\usepackage[utf8]{inputenc}
\usepackage[T1]{fontenc}
\usepackage{lmodern}
\usepackage{babel}
\usepackage[german=quotes]{csquotes}
\usepackage[style=authoryear-comp,sortcites=true,sorting=nyt,isbn=false,natbib=true, citestyle=authoryear,bibstyle=authoryear,backend=biber,maxnames=1,maxcitenames=1,
,datamodel=authorjabbryear%added!
] {biblatex}

\DefineBibliographyStrings{ngerman}{ andothers = {{et\,al\adddot}} }

\renewbibmacro*{cite}{%from authoryear.cbx
  \iffieldundef{shorthand}
    {\ifthenelse{\ifnameundef{labelname}\OR\iffieldundef{labelyear}}
       {\usebibmacro{cite:label}%
        \setunit{\addspace}}
       {\printnames{labelname}%
        \setunit{\nameyeardelim}}%
     \iffieldundef{journalabbr}{}{%
        \printfield{journalabbr}%
        \setunit{\nameyeardelim}%
        }%
     \usebibmacro{cite:labelyear+extrayear}}
    {\usebibmacro{cite:shorthand}}}

\addbibresource{min.bib}

\begin{document}

\citep{boisson2003unexpected} 

How it should look like: 

(Boisson et al., JBC, 2003)

\printbibliography

\end{document}

Best Answer

Related Solutions

[Tex/LaTex] biblatex messing up citation entry with lots of authors

[Tex/LaTex] Citing (author, journalabbr., year) needed

Related Question