relaton-render 0.3.10 → 0.4.0

checksums.yaml

@@ -1,7 +1,7 @@
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data/README.adoc

@@ -13,7 +13,21 @@ a configuration, and generates a https://www.metanorma.org[Metanorma] XML render
 ----
 input = "<bibitem type='...'>....</bibitem>"
 
-Relaton::Render::General.new(template: ..., nametemplate: ..., seriestemplate: ..., language: "en", script: "Latn").render(input)
+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.
@@ -31,6 +45,7 @@ The parameters are:
 `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
@@ -39,6 +54,42 @@ The parameters are:
 `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 citiations, and changes to rendering of references reflecting that disambiguation.
+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)".
+
 == Configuration
 
 === Templates
@@ -110,6 +161,7 @@ drawn from the bibliographic item:
 | access_location | ./accessLocation | | Y |
 | extent | ./extent | Y | | Render with standard abbreviations for pp, vols, with n-dash, with delimiting of multiple locations
 | creatornames | ./contributor[role/@type = 'author'] \| ./contributor[role/@type = 'performer'] \| ./contributor[role/@type = 'adapter'] \| ./contributor[role/@type = 'translator'] \| ./contributor[role/@type = 'editor'] \| ./contributor[role/@type = 'publisher'] \| ./contributor[role/@type = 'distributor'] \| ./contributor | Y | | <<nametemplate,`nametemplate`>> applied to each name; joining template from internationalisation applied to multiple names
+| authorcite | ./contributor[role/@type = 'author'] \| ./contributor[role/@type = 'performer'] \| ./contributor[role/@type = 'adapter'] \| ./contributor[role/@type = 'translator'] \| ./contributor[role/@type = 'editor'] \| ./contributor[role/@type = 'publisher'] \| ./contributor[role/@type = 'distributor'] \| ./contributor | Y | | <<authorcitetemplate,`authorcitetemplate`>> applied to each name; joining template from internationalisation applied to multiple names
 | role | ./contributor[role/description] \| ./contributor[role/@type] | | | 
 | date | ./date[@type = 'issued'] \| ./date[@type = 'circulated'] \| ./date | | Y |
 | date_updated | ./date[@type = 'updated'] | | Y | 
@@ -122,6 +174,8 @@ drawn from the bibliographic item:
 | labels | | | text to be looked up in internationalisation configuration files: "edition", "In", "At", "Vol", "Vols", "p.", "pp" 
 |===
 
+Missing dates and places of publication are rendered as "n.d." and "n.p." or the equivalent internationalisation (`no_date`, `no_place` in the internationalisation YAML files.) However, missing dates are left as nil in standards, as undated standards indicate that the citation applies to the latest version of the standard, and not that the date is unknown.
+
 Many fields are populated either by the description of the bibliographic item itself, or by the description of the item containing it (the _host_ item: `./relation[@type = 'includedIn']/bibitem`). For example, in a paper included in an edited volume, the edition will typically be given for the editor volume, rather than for the paper. Those fields are indicated by "Can come from host" in the table.
 
 The Liquid templates use the filters defined in Liquid, such as `upcase`. We have defined some custom filters:
@@ -189,6 +243,12 @@ For example:
 
 In the case of `more`, the `(name)[1]` entries are repeated for all additional authors above 2 and before the final author.
 
+[[authorcitetemplate]]
+=== Author citation templates
+
+The `authorcitetemplate` is a subclass of the name template, configured for rendering author names for author-date citations.
+That means that it typically selects only surnames for rendering.
+
 [[seriestemplate]]
 === Series template
 

data/lib/isodoc-yaml/i18n-ar.yaml

@@ -4,6 +4,8 @@ and: و
 updated: محدث
 viewed: ينظر
 version: الإصدار
+no_date: بدون تاريخ
+no_place: بدون مدينة
 date_formats:
   month_year: yMMMM
   day_month_year: to_long_s

data/lib/isodoc-yaml/i18n-de.yaml

@@ -4,6 +4,8 @@ and: und
 updated: aktualisiert
 viewed: angesehen
 version: Version
+no_date: o.J.
+no_place: o.O.
 date_formats:
   month_year: yMMMM
   day_month_year: to_long_s

data/lib/isodoc-yaml/i18n-en.yaml

@@ -4,6 +4,8 @@ and: and
 updated: updated
 viewed: viewed
 version: version
+no_date: n.d.
+no_place: n.p.
 date_formats:
   month_year: yMMMM
   day_month_year: to_long_s

data/lib/isodoc-yaml/i18n-es.yaml

@@ -4,6 +4,8 @@ and: y
 updated: actualizado
 viewed: visto
 version: versión
+no_date: s.f.
+no_place: s.l.
 date_formats:
   month_year: yMMMM
   day_month_year: to_long_s

data/lib/isodoc-yaml/i18n-fr.yaml

@@ -4,6 +4,8 @@ and: et
 updated: mise à jour
 viewed: vu
 version: version
+no_date: s.d.
+no_place: s.l.
 date_formats:
   month_year: yMMMM
   day_month_year: to_long_s

data/lib/isodoc-yaml/i18n-ru.yaml

@@ -4,6 +4,8 @@ and: и
 updated: обновлен
 viewed: просмотрено
 version: версия
+no_date: б.г.
+no_place: б.м.
 date_formats:
   month_year: yMMMM
   day_month_year: to_long_s

data/lib/isodoc-yaml/i18n-zh-Hans.yaml

@@ -4,6 +4,8 @@ and: 和
 updated: 更新
 viewed: 看过
 version: 版本
+no_date: 无日期
+no_place: 无出版地
 date_formats:
   month_year: yMMMM
   day_month_year: to_long_s

data/lib/relaton/render/fields/fields.rb

@@ -16,15 +16,19 @@ module Relaton
       end
 
       def name_fields_format(hash)
-        hash[:place] = nameformat(hash[:place_raw]&.map do |x|
-                                    { nonpersonal: x }
-                                  end)
         [%i(creatornames creators), %i(host_creatornames host_creators),
          %i(publisher publisher_raw), %i(distributor distributor_raw)]
           .each do |k|
           hash[k[0]] = nameformat(hash[k[1]])
         end
         hash[:publisher_abbrev] = hash[:publisher_abbrev_raw]&.join(", ")
+        hash[:authorcite] = authorciteformat(hash[:creators])
+        place_format(hash)
+      end
+
+      def place_format(hash)
+        hash[:place] =
+          nameformat(hash[:place_raw].map { |x| { nonpersonal: x } })
       end
 
       def role_fields_format(hash)
@@ -51,6 +55,8 @@ module Relaton
         [%i(date date), %i(date_updated date_updated),
          %i(date_accessed date_accessed)].each do |k|
           hash[k[0]] = dateformat(hash[k[1]], hash)
+          k[0] == :date && hash[:type] != "standard" and
+            hash[k[0]] ||= @r.i18n.get["no_date"]
         end
       end
 
@@ -87,6 +93,19 @@ module Relaton
         @r.nametemplate.render(names_out)
       end
 
+      def authorciteformat(names)
+        return names if names.nil?
+
+        parts = %i(surname initials given middle nonpersonal)
+        names_out = names.each_with_object({}) do |n, m|
+          parts.each do |i|
+            m[i] ||= []
+            m[i] << n[i]
+          end
+        end
+        @r.authorcitetemplate.render(names_out)
+      end
+
       def role_inflect(contribs, role)
         return nil if role.nil? || contribs.size.zero? ||
           %w(author publisher).include?(role)

data/lib/relaton/render/general/citations.rb

@@ -0,0 +1,90 @@
+module Relaton
+  module Render
+    class Citations
+      def initialize(opt = {})
+        @type = opt[:type]
+        @i18n = opt[:i18n]
+        @renderer = opt[:renderer]
+      end
+
+      # takes array of { id, type, author, date, ord, data_liquid }
+      def render(ret)
+        cites = citations(ret)
+        cites.each_key do |k|
+          cites[k] = render1(cites[k])
+        end
+        cites
+      end
+
+      def render1(cit)
+        r = @renderer.renderer(cit[:type] || "misc")
+        cit[:formattedref] =
+          @renderer.valid_parse(@i18n.l10n(r.render(cit[:data_liquid])))
+        %i(type data_liquid).each { |x| cit.delete(x) }
+        cit
+      end
+
+      def citations(ret)
+        case @type
+        when "author-date" then disambig_author_date_citations(ret)
+        when nil then generic_citation(ret)
+        else raise "Unimplemented citation type"
+        end
+      end
+
+      def generic_citation(ret)
+        ret.each_with_object({}) do |b, m|
+          m[b[:id]] = { data_liquid: b[:data_liquid], type: b[:type],
+                        citation: b[:data_liquid][:docidentifier] }
+        end
+      end
+
+      # takes array of { id, type, author, date, ord, data_liquid }
+      def disambig_author_date_citations(ret)
+        to_hash(suffix_date(sort_ord(breakdown(ret))))
+      end
+
+      def breakdown(ret)
+        ret.each_with_object({}) do |b, m|
+          m[b[:author]] ||= {}
+          m[b[:author]][b[:date]] ||= []
+          m[b[:author]][b[:date]] << b
+        end
+      end
+
+      def sort_ord(ret)
+        ret.each do |author, v|
+          v.each_key do |date|
+            ret[author][date].sort! { |a, b| a[:ord] <=> b[:ord] }
+          end
+        end
+      end
+
+      def suffix_date(ret)
+        ret.each_value do |v|
+          v.each_value do |v1|
+            next if v1.size < 2
+
+            v1.each_with_index do |b, i|
+              b[:date] += ("a".ord + i).chr.to_s
+              b[:data_liquid][:date] = b[:date]
+            end
+          end
+        end
+        ret
+      end
+
+      def to_hash(ret)
+        ret.each_with_object({}) do |(_k, v), m|
+          v.each do |_k1, v1|
+            v1.each do |b|
+              m[b[:id]] = { author: b[:author], date: b[:date],
+                            citation: "#{b[:author]} #{b[:date]}",
+                            data_liquid: b[:data_liquid], type: b[:type] }
+            end
+          end
+        end
+      end
+    end
+  end
+end

data/lib/relaton/render/general/config.yml

@@ -5,6 +5,13 @@ nametemplate:
 # disabled the following: they should be provided in inheriting calls
 # etal: "{% if nonpersonal[0] %}{{ nonpersonal[0] }}{% else %}{{surname[0] | upcase}} ,_{%if given[0]%}{{given[0]}} {{middle[0]}}{%else%}{{initials[0] | join: '. '}}.{%endif%}{% endif %}, {% if nonpersonal[1] %}{{ nonpersonal[1] }}{% else %}{%if given[1]%}{{given[1]}} {{middle[1]}}{%else%}{{initials[1] | join: '. '}}.{%endif%} {{surname[1] | upcase}}{% endif %} <em>et al.</em>"
 # etal_count: 5
+authorcitetemplate:
+  one: "{% if nonpersonal[0] %}{{ nonpersonal[0] }}{% else %}{{surname[0] }}{% endif %}"
+  two: "{% if nonpersonal[0] %}{{ nonpersonal[0] }}{% else %}{{surname[0] }}{% endif %} {{ labels['and'] }} {% if nonpersonal[1] %}{{ nonpersonal[1] }}{% else %}{{surname[1] }}{% endif %}"
+  more: "{% if nonpersonal[0] %}{{ nonpersonal[0] }}{% else %}{{surname[0] }}{% endif %}, {% if nonpersonal[1] %}{{ nonpersonal[1] }}{% else %}{{surname[1] }}{% endif %} {{ labels['and'] }} {% if nonpersonal[2] %}{{ nonpersonal[2] }}{% else %}{{surname[2] }}{% endif %}"
+# disabled the following: they should be provided in inheriting calls
+# etal: "{% if nonpersonal[0] %}{{ nonpersonal[0] }}{% else %}{{surname[0] }}{% endif %}, {% if nonpersonal[1] %}{{ nonpersonal[1] }}{% else %}{{surname[1] }}{% endif %} <em>et al.</em>"
+# etal_count: 5
 seriestemplate: "{% if series_formatted %}{{ series_formatted }}{%else%}{% if series_abbr %}{{series_abbr}}{% else %}{{series_title}}{% endif %} ({{series_run}}) {{series_num}}|({{series_partnumber}}){%endif%}"
 journaltemplate: "<em>{% if series_abbr %}{{series_abbr}}{% else %}{{series_title}}{% endif %}</em> ({{series_run}}) {{ labels['volume'] }}_{{series_num}} {{ labels['part'] }}_{{series_partnumber}}"
 extenttemplate:
@@ -24,12 +31,12 @@ sizetemplate:
 language: en
 script: Latn
 template:
-  book: "{{ creatornames }} ({{role}}) . <em>{{ title }}</em> [{{medium}}] . {{ edition | capitalize_first }}. ({{ series }}.) {{place}}: {{publisher}}. {{date}}. {{ labels['updated'] | capitalize }}:_{{date_updated}}. {{ standardidentifier | first }}. {{ uri }}. {{ labels['at'] | capitalize}}:_{{ access_location }}. [{{ labels['viewed'] }}:_{{date_accessed}}]. {{size}}. {{extent}}."
+  book: "{{ creatornames }} ({{role}}) . <em>{{ title }}</em> [{{medium}}] . {{ edition | capitalize_first }}. ({{ series }}.) {% if place %}{{place}}{%else%}{{ labels['no_place']}}{%endif%}: {{publisher}}. {{date}}. {{ labels['updated'] | capitalize }}:_{{date_updated}}. {{ standardidentifier | first }}. {{ uri }}. {{ labels['at'] | capitalize}}:_{{ access_location }}. [{{ labels['viewed'] }}:_{{date_accessed}}]. {{size}}. {{extent}}."
     # TODO: omitted: author ids, subsidiary titles, subsidiary creators, rights metadata, distributor, item attributes, relationships
   booklet: book
   manual: book
   proceedings: book
-  inbook: "{{ creatornames }} ({{role}}) . {{ title }} . {{ labels['in'] | capitalize }}: {{ host_creatornames}} ({{ host_role}}) : <em>{{host_title}}</em> [{{medium}}] . {{ edition | capitalize_first }}. ({{ series }}.) {{place}}: {{publisher}}. {{date}}. {{size}}. {{extent}}. {{ labels['updated'] | capitalize }}:_{{date_updated}}. {{ standardidentifier | first }}. {{ uri }}. {{ labels['at'] | capitalize}}:_{{ access_location }}. [{{ labels['viewed'] }}:_{{date_accessed}}]."
+  inbook: "{{ creatornames }} ({{role}}) . {{ title }} . {{ labels['in'] | capitalize }}: {{ host_creatornames}} ({{ host_role}}) : <em>{{host_title}}</em> [{{medium}}] . {{ edition | capitalize_first }}. ({{ series }}.) {% if place %}{{place}}{%else%}{{ labels['no_place']}}{%endif%}: {{publisher}}. {{date}}. {{size}}. {{extent}}. {{ labels['updated'] | capitalize }}:_{{date_updated}}. {{ standardidentifier | first }}. {{ uri }}. {{ labels['at'] | capitalize}}:_{{ access_location }}. [{{ labels['viewed'] }}:_{{date_accessed}}]."
   inproceedings: inbook
   incollection: inbook
     # TODO: omitted: author ids, additional info for component part, subsidiary titles of host resource, rights metadata, distributor, relationships

data/lib/relaton/render/general/render.rb

@@ -1,4 +1,5 @@
 require_relative "render_classes"
+require_relative "citations"
 require "yaml"
 require "liquid"
 require "relaton_bib"
@@ -9,7 +10,8 @@ module Relaton
   module Render
     class General
       attr_reader :template, :journaltemplate, :seriestemplate, :nametemplate,
-                  :extenttemplate, :sizetemplate, :lang, :script, :i18n,
+                  :authorcitetemplate, :extenttemplate, :sizetemplate,
+                  :lang, :script, :i18n,
                   :edition, :edition_ordinal, :date
 
       def initialize(opt = {})
@@ -27,6 +29,7 @@ module Relaton
 
       def klass_initialize(_options)
         @nametemplateklass = Relaton::Render::Template::Name
+        @authorcitetemplateklass = Relaton::Render::Template::AuthorCite
         @seriestemplateklass = Relaton::Render::Template::Series
         @extenttemplateklass = Relaton::Render::Template::Extent
         @sizetemplateklass = Relaton::Render::Template::Size
@@ -40,6 +43,8 @@ module Relaton
         @parse = @parseklass.new(lang: @lang, script: @script)
         @nametemplate = @nametemplateklass
           .new(template: opt["nametemplate"], i18n: @i18n)
+        @authorcitetemplate = @authorcitetemplateklass
+          .new(template: opt["authorcitetemplate"], i18n: @i18n)
         @seriestemplate = @seriestemplateklass
           .new(template: opt["seriestemplate"], i18n: @i18n)
         @journaltemplate = @seriestemplateklass
@@ -128,7 +133,42 @@ module Relaton
         data = @parse.extract(doc)
         data_liquid = @fieldsklass.new(renderer: self)
           .compound_fields_format(data)
-        @i18n.l10n(r.render(data_liquid))
+        valid_parse(@i18n.l10n(r.render(data_liquid)))
+      end
+
+      def valid_parse(ret)
+        @i18n.get["no_date"] == ret and return nil
+        ret
+      end
+
+      # expect array of Relaton objects, in sorted order
+      def render_all(bib, type: "author-date")
+        bib = sanitise_citations_input(bib) or return
+        Citations.new(type: type, renderer: self, i18n: @i18n)
+          .render(citations1(bib))
+      end
+
+      def sanitise_citations_input(bib)
+        bib.is_a?(Array) and return bib
+        bib.is_a?(String) and return sanitise_citations_input_string(bib)
+      end
+
+      def sanitise_citations_input_string(bib)
+        p = Nokogiri::XML(bib) or return
+        (p.errors.empty? && p.root.at("./bibitem")) or return nil
+
+        p.root.xpath("./bibitem").each_with_object([]) do |b, m|
+          m << RelatonBib::XMLParser.from_xml(b.to_xml)
+        end
+      end
+
+      def citations1(bib)
+        bib.each_with_object([]).with_index do |(b, m), i|
+          data_liquid = @fieldsklass.new(renderer: self)
+            .compound_fields_format(@parse.extract(b))
+          m << { author: data_liquid[:authorcite], date: data_liquid[:date],
+                 ord: i, id: b.id, data_liquid: data_liquid, type: b.type }
+        end
       end
 
       private

data/lib/relaton/render/template/template.rb

@@ -180,6 +180,9 @@ module Relaton
           [acc, curr, prec]
         end
       end
+
+      class AuthorCite < Name
+      end
     end
   end
 end

data/lib/relaton/render/version.rb

@@ -1,5 +1,5 @@
 module Relaton
   module Render
-    VERSION = "0.3.10".freeze
+    VERSION = "0.4.0".freeze
   end
 end

data/relaton-render.gemspec

@@ -31,7 +31,7 @@ Gem::Specification.new do |spec|
   spec.add_dependency "isodoc-i18n"
   spec.add_dependency "liquid", "~> 4"
   spec.add_dependency "nokogiri"
-  spec.add_dependency "relaton-bib", ">= 1.11.0"
+  spec.add_dependency "relaton-bib", ">= 1.12.0"
   spec.add_dependency "twitter_cldr"
   spec.add_dependency "tzinfo-data" # we need this for windows only
   #spec.metadata["rubygems_mfa_required"] = "true"

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: relaton-render
 version: !ruby/object:Gem::Version
-  version: 0.3.10
+  version: 0.4.0
 platform: ruby
 authors:
 - Ribose Inc.
 autorequire:
 bindir: exe
 cert_chain: []
-date: 2022-07-04 00:00:00.000000000 Z
+date: 2022-08-09 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: bundler
@@ -142,14 +142,14 @@ dependencies:
     requirements:
     - - ">="
       - !ruby/object:Gem::Version
-        version: 1.11.0
+        version: 1.12.0
   type: :runtime
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
     - - ">="
       - !ruby/object:Gem::Version
-        version: 1.11.0
+        version: 1.12.0
 - !ruby/object:Gem::Dependency
   name: twitter_cldr
   requirement: !ruby/object:Gem::Requirement
@@ -206,6 +206,7 @@ files:
 - lib/relaton-render.rb
 - lib/relaton/render/fields/date.rb
 - lib/relaton/render/fields/fields.rb
+- lib/relaton/render/general/citations.rb
 - lib/relaton/render/general/config.yml
 - lib/relaton/render/general/render.rb
 - lib/relaton/render/general/render_classes.rb