Merge pull request #216 from TeachBooks/apa-extension

Apa extension
This commit is contained in:
Tom van Woudenberg 2025-11-17 17:42:03 +01:00 • committed by GitHub
commit 09d810d834
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
19 changed files with 85 additions and 879 deletions

View file

@ -16,6 +16,7 @@ sphinx:
- sphinx.ext.imgconverter
- teachbooks_favourites
- teachbooks_sphinx_grasple
- sphinx_apa_references
config:
html_js_files:
- https://cdnjs.cloudflare.com/ajax/libs/require.js/2.3.4/require.min.js
@ -38,16 +39,11 @@ sphinx:
html_show_copyright: false
html_last_updated_fmt: '%B %-d, %Y'
html_static_path: ["images"]
bibtex_default_style: myapastyle
bibtex_reference_style: author_year_round
mathjax3_config:
tex:
macros:
"newcolor": ['\definecolor{newcolor}{RGB}{111, 29, 119}{\color{newcolor}#1}',1]
named_colors_custom_colors: {'onlylight':[165,21,160],'lightanddark':[45,180,117,204,158,110],'hyphen-color':[45,180,117,165,21,160],'attributiongrey':[150,150,150]}
local_extensions:
apastyle: _ext/
bracket_citation_style: _ext/
teachbooks:
attribution_location: margin

View file

@ -1,17 +0,0 @@
# from pybtex.style.formatting.unsrt import Style
from pybtexapastyle.formatting.apa import APAStyle
from pybtexapastyle.labels.apa import LabelStyle as APALabelStyle
from pybtex.plugin import register_plugin
# from pybtex.style.template import names, sentence
class MyAPALabelStyle(APALabelStyle):
def format_label(self, entry):
return APALabelStyle.format_label(self, entry)
class MyAPAStyle(APAStyle):
default_label_style = 'myapa'
def setup(app):
register_plugin('pybtex.style.labels', 'myapa', MyAPALabelStyle)
register_plugin('pybtex.style.formatting', 'myapastyle', MyAPAStyle)

View file

@ -1,27 +0,0 @@
from dataclasses import dataclass, field
import sphinxcontrib.bibtex.plugin
from sphinxcontrib.bibtex.style.referencing import BracketStyle
from sphinxcontrib.bibtex.style.referencing.author_year import AuthorYearReferenceStyle
def bracket_style() -> BracketStyle:
return BracketStyle(
left='(',
right=')',
)
@dataclass
class MyReferenceStyle(AuthorYearReferenceStyle):
bracket_parenthetical: BracketStyle = field(default_factory=bracket_style)
bracket_textual: BracketStyle = field(default_factory=bracket_style)
bracket_author: BracketStyle = field(default_factory=bracket_style)
bracket_label: BracketStyle = field(default_factory=bracket_style)
bracket_year: BracketStyle = field(default_factory=bracket_style)
def setup(app):
sphinxcontrib.bibtex.plugin.register_plugin(
'sphinxcontrib.bibtex.style.referencing',
'author_year_round', MyReferenceStyle)

View file

@ -1,21 +0,0 @@
MIT License
Copyright (c) 2018 Naeka
Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

View file

@ -1,486 +0,0 @@
# -*- coding:Utf-8 -*-
from __future__ import unicode_literals
import re
import six
from pybtex.plugin import find_plugin
from pybtex.style.formatting import BaseStyle, toplevel
from pybtex.style.template import (
field, first_of, href, join, optional, optional_field, sentence, tag,
together, words, node, FieldIsMissing
)
from pybtex.richtext import Text, Symbol
firstlast = find_plugin('pybtex.style.names', 'lastfirst')()
if six.PY2:
def format_pages(text):
dash_re = re.compile(r'-+')
pages = Text(Symbol('ndash')).join(
re.split(dash_re, six.text_type(text)))
if re.search('[-‒–—―]', six.text_type(text)):
return Text("pp.", Symbol('nbsp'), pages)
return Text("p.", Symbol('nbsp'), pages)
else:
def format_pages(text):
dash_re = re.compile(r'-+')
pages = Text(Symbol('ndash')).join(text.split(dash_re))
if re.search('[-‒–—―]', str(text)):
return Text("pp.", Symbol('nbsp'), pages)
return Text("p.", Symbol('nbsp'), pages)
pages = field('pages', apply_func=format_pages)
date = words[field('year'), optional[", ", field('month')]]
@node
def apa_names(children, context, role, **kwargs):
"""
Returns formatted names as an APA compliant reference list citation.
"""
assert not children
try:
persons = context['entry'].persons[role]
except KeyError:
raise FieldIsMissing(role, context['entry'])
style = context['style']
if len(persons) > 7:
persons = persons[:6] + persons[-1:]
formatted_names = [style.format_name(
person, style.abbreviate_names) for person in persons]
return join(sep=', ', last_sep=', … ')[
formatted_names].format_data(context)
else:
formatted_names = [style.format_name(
person, style.abbreviate_names) for person in persons]
return join(sep=', ', sep2=', & ', last_sep=', & ')[
formatted_names].format_data(context)
@node
def editor_names(children, context, with_suffix=True, **kwargs):
"""
Returns formatted editor names for inbook.
"""
assert not children
try:
editors = context['entry'].persons['editor']
except KeyError:
raise FieldIsMissing('editor', context['entry'])
formatted_names = [
firstlast.format(editor, True) for editor in editors]
if with_suffix:
return words[
join(sep=', ', sep2=', & ', last_sep=', & ')[formatted_names],
"(Eds.)" if len(editors) > 1 else "(Ed.)"
].format_data(context)
return join(sep=', ', sep2=', & ', last_sep=', & ')[
formatted_names
].format_data(context)
class APAStyle(BaseStyle):
name = 'apa'
default_name_style = 'lastfirst'
default_sorting_style = 'author_year_title'
default_label_style = 'apa'
def __init__(self, *args, **kwargs):
super(APAStyle, self).__init__(*args, **kwargs)
self.abbreviate_names = True
def format_names(self, role, as_sentence=True):
formatted_names = apa_names(role)
if as_sentence:
return sentence(capfirst=False)[formatted_names]
else:
return formatted_names
def format_author_or_editor_and_date(self, e):
if 'author' in e.persons and 'editor' in e.persons:
return sentence(sep=' ')[
self.format_names('author'), join["(", date, ")."],
self.format_editor(e, as_sentence=False)]
elif 'author' in e.persons:
return sentence(sep=' ')[
self.format_names('author'), join["(", date, ")"]]
else:
return sentence(sep=' ')[
self.format_editor(e, as_sentence=False),
join["(", date, ")"]]
def format_editor(self, e, as_sentence=True):
editors = self.format_names('editor', as_sentence=False)
if 'editor' not in e.persons:
# when parsing the template, a FieldIsMissing exception
# will be thrown anyway; no need to do anything now,
# just return the template that will throw the exception
return editors
if len(e.persons['editor']) > 1:
word = '(Eds.)'
else:
word = '(Ed.)'
result = join(sep=' ')[editors, word]
if as_sentence:
return sentence[result]
else:
return result
def format_volume(self, e, for_article=False):
prefix = "Vol."
if for_article:
return join[
tag('em')[field('volume')],
optional['(', field('number'), ')'],
]
else:
return optional[together[prefix, field('volume')]]
def format_title(self, e, which_field, as_sentence=True):
formatted_title = field(
which_field, apply_func=lambda text: text.capitalize()
)
if as_sentence:
return sentence[formatted_title]
else:
return formatted_title
def format_btitle(self, e, which_field, as_sentence=True):
formatted_title = tag('em')[field(which_field)]
if as_sentence:
return sentence[formatted_title]
else:
return formatted_title
def format_web_refs(self, e):
# Based on urlbst output.web.refs
return sentence(add_period=False)[
optional[self.format_url(e)],
optional[self.format_eprint(e)],
optional[self.format_pubmed(e)],
optional[self.format_doi(e)],
]
def format_url(self, e):
# Based on urlbst format.url
return words[
'URL:',
href[
field('url', raw=True),
field('url', raw=True)
]
]
def format_pubmed(self, e):
# Based on urlbst format.pubmed
return href[
join[
'https://www.ncbi.nlm.nih.gov/pubmed/',
field('pubmed', raw=True)
],
join[
'PMID:',
field('pubmed', raw=True)
]
]
def format_doi(self, e):
# Based on urlbst format.doi
return href[
join[
'https://doi.org/',
field('doi', raw=True)
],
join[
'doi:',
field('doi', raw=True)
]
]
def format_eprint(self, e):
# Based on urlbst format.eprint
return href[
join[
'https://arxiv.org/abs/',
field('eprint', raw=True)
],
join[
'arXiv:',
field('eprint', raw=True)
]
]
def get_article_template(self, e):
# Required fields: author, title, journal, year
# Optional fields: volume, number, pages, month, note, key
volume_and_pages = first_of[
# Volume and pages, with optional issue number
optional[
join[
self.format_volume(e, for_article=True),
optional[', ', field('pages')]
],
],
# Pages only
pages,
]
template = toplevel[
self.format_names('author'),
sentence[
join["(", date, ")"]
],
self.format_title(e, 'title'),
sentence[
tag('em')[field('journal')],
optional[volume_and_pages],
],
sentence[optional_field('note')],
self.format_web_refs(e),
]
return template
def get_book_template(self, e):
# Required fields: author/editor, title, publisher, year
# Optional fields: volume, series, address, edition, month, note, key,
# isbn
return toplevel[
self.format_author_or_editor_and_date(e),
sentence(sep=' ')[
self.format_btitle(e, 'title'),
optional[
sentence[
optional[field('edition'), ' ed.'],
self.format_volume(e),
]
]
],
sentence(sep=': ')[
optional_field('address'),
field('publisher'),
],
sentence[optional_field('note')],
]
def get_booklet_template(self, e):
# Required fields: title
# Optional fields: author, howpublished, address, month, year, note,
# key
return toplevel[
sentence(sep=' ')[
first_of[
optional[self.format_names(
'author', as_sentence=False)],
"None to claim their bones"
],
join["(", first_of[optional[date], "n.d."], ")"]
],
self.format_title(e, 'title'),
sentence[optional_field('address')],
sentence[optional_field('note')],
]
def get_inbook_template(self, e):
# Required fields: author/editor, title, chapter/pages, publisher, year
# Optional fields: volume, series, address, edition, month, note, key
return toplevel[
sentence(sep=' ')[
self.format_names('author'),
join["(", date, ")"]
],
self.format_title(e, 'title'),
sentence(sep=' ')[
optional[
"In ",
editor_names(),
","
],
self.format_btitle(e, 'booktitle', as_sentence=False),
optional[
join[
"(",
sentence(add_period=False)[
optional[field('edition'), ' ed.'],
self.format_volume(e),
pages,
],
")"
]
]
],
sentence(sep=': ')[
optional_field('address'),
field('publisher'),
],
sentence[optional_field('note')],
]
def get_incollection_template(self, e):
# Required fields: author, title, booktitle, year
# Optional fields: editor, pages, organization, publisher, address,
# month, note, key
return toplevel[
self.format_author_or_editor_and_date(e),
self.format_title(e, 'title'),
sentence(sep=' ')[
self.format_btitle(e, 'booktitle', as_sentence=False),
optional["(", pages, ")"]
],
sentence(sep=': ')[
optional_field('address'),
optional_field('publisher'),
],
sentence[optional_field('note')],
]
def get_inproceedings_template(self, e):
# Required fields: author, title, booktitle, year
# Optional fields: editor, pages, organization, publisher, address,
# month, note, key
return toplevel[
self.format_author_or_editor_and_date(e),
self.format_title(e, 'title'),
sentence(sep=' ')[
self.format_btitle(e, 'booktitle', as_sentence=False),
optional["(", pages, ")"]
],
sentence(sep=': ')[
optional_field('address'),
optional_field('publisher'),
],
sentence[optional_field('note')],
self.format_web_refs(e)
]
def get_manual_template(self, e):
# Required fields: title
# Optional fields: author, organization, address, edition, month, year,
# note, key
return toplevel[
sentence(sep=' ')[
first_of[
optional[self.format_names('author', as_sentence=False)],
optional_field('organization'),
"None to claim their bones"
],
join["(", first_of[optional[date], "n.d."], ")"]
],
self.format_btitle(e, 'title'),
sentence[optional_field('address')],
sentence[optional_field('note')],
self.format_web_refs(e)
]
def get_mastersthesis_template(self, e):
# Required fields: author, title, school, year
# Optional fields: address, month, note, key
return toplevel[
sentence(sep=' ')[
self.format_names('author'),
join["(", date, ")"]
],
sentence(sep=' ')[
self.format_btitle(e, 'title', as_sentence=False),
"(Master's thesis)"
],
sentence[
field('school'),
optional_field('address'),
],
sentence[optional_field('note')],
]
def get_misc_template(self, e):
# Required fields: aucun
# Optional fields: author, title, howpublished, month, year, note, key,
# type
template = toplevel[
sentence(sep=' ')[
first_of[
optional[self.format_names('author', as_sentence=False)],
optional_field('publisher'),
"None to claim their bones"
],
join["(", first_of[optional[date], "n.d."], ")"]
],
optional[self.format_title(e, 'title')],
sentence[optional_field('note')],
self.format_web_refs(e)
]
return template
def get_phdthesis_template(self, e):
# Required fields: author, title, school, year
# Optional fields: address, month, note, key
return toplevel[
sentence(sep=' ')[
self.format_names('author'),
join["(", date, ")"]
],
sentence(sep=' ')[
self.format_btitle(e, 'title', as_sentence=False),
"(Doctoral dissertation)"
],
sentence[
field('school'),
optional_field('address'),
],
sentence[optional_field('note')],
]
def get_proceedings_template(self, e):
# Required fields: title, year
# Optional fields: editor, publisher, organization, address, month,
# note, key
return toplevel[
sentence(sep=' ')[
first_of[
optional[self.format_editor(e, as_sentence=False)],
optional_field('organization'),
"None to claim their bones"
],
join["(", first_of[optional[date], "n.d."], ")"]
],
self.format_btitle(e, 'title'),
sentence(sep=': ')[
optional_field('address'),
optional_field('publisher'),
],
sentence[optional_field('note')],
]
def get_techreport_template(self, e):
# Required fields: author, title, institution, year
# Optional fields: type, number, address, month, note, key
return toplevel[
sentence(sep=' ')[
self.format_names('author', as_sentence=False),
join["(", date, ")"]
],
self.format_btitle(e, 'title'),
sentence[field('institution')],
sentence[optional_field('note')],
]
def get_unpublished_template(self, e):
# Required fields: author, title, note
# Optional fields: month, year, key
template = toplevel[
sentence(sep=' ')[
self.format_names('author', as_sentence=False),
join["(", first_of[optional[date], "n.d."], ")"]
],
self.format_btitle(e, 'title'),
sentence[field('note')],
]
return template

View file

@ -1,69 +0,0 @@
from __future__ import unicode_literals
from pybtex.style import FormattedEntry, FormattedBibliography
from pybtex.style.template import node, join
from pybtex.richtext import Symbol
from pybtex.plugin import Plugin, find_plugin
@node
def toplevel(children, data):
return join(sep=Symbol('newblock')) [children].format_data(data)
class BaseStyle(Plugin):
"""
The base class for pythonic formatting styles.
"""
default_name_style = None
default_label_style = None
default_sorting_style = None
def __init__(self, label_style=None, name_style=None, sorting_style=None, abbreviate_names=False, min_crossrefs=2, **kwargs):
self.name_style = find_plugin('pybtex.style.names', name_style or self.default_name_style)()
self.label_style = find_plugin('pybtex.style.labels', label_style or self.default_label_style)()
self.sorting_style = find_plugin('pybtex.style.sorting', sorting_style or self.default_sorting_style)()
self.format_name = self.name_style.format
self.format_labels = self.label_style.format_labels
self.sort = self.sorting_style.sort
self.abbreviate_names = abbreviate_names
self.min_crossrefs = min_crossrefs
def format_entries(self, entries, bib_data=None):
sorted_entries = self.sort(entries)
labels = self.format_labels(sorted_entries)
for label, entry in zip(labels, sorted_entries):
yield self.format_entry(label, entry, bib_data=bib_data)
def format_entry(self, label, entry, bib_data=None):
context = {
'entry': entry,
'style': self,
'bib_data': bib_data,
}
try:
get_template = getattr(self, 'get_{}_template'.format(entry.type))
except AttributeError:
format_method = getattr(self, "format_" + entry.type)
text = format_method(context)
else:
text = get_template(entry).format_data(context)
return FormattedEntry(entry.key, text, label)
def format_bibliography(self, bib_data, citations=None):
"""
Format bibliography entries with the given keys and return a
``FormattedBibliography`` object.
:param bib_data: A :py:class:`pybtex.database.BibliographyData` object.
:param citations: A list of citation keys.
"""
if citations is None:
citations = list(bib_data.entries.keys())
citations = bib_data.add_extra_citations(citations, self.min_crossrefs)
entries = [bib_data.entries[key] for key in citations]
formatted_entries = self.format_entries(entries)
formatted_bibliography = FormattedBibliography(formatted_entries, style=self, preamble=bib_data.preamble)
return formatted_bibliography

View file

@ -1,12 +0,0 @@
from __future__ import unicode_literals
from pybtex.plugin import Plugin
class BaseSortingStyle(Plugin):
def sorting_key(self, entry):
raise NotImplementedError
def sort(self, entries):
return sorted(entries, key=self.sorting_key)

View file

@ -1,39 +0,0 @@
from __future__ import unicode_literals
from pybtex.style.sorting import BaseSortingStyle
class SortingStyle(BaseSortingStyle):
def sorting_key(self, entry):
if entry.type in ('book', 'inbook'):
author_key = self.author_editor_key(entry)
elif 'author' in entry.persons:
author_key = self.persons_key(entry.persons['author'])
else:
author_key = ''
return (author_key, entry.fields.get('year', ''), entry.fields.get('title', ''))
def persons_key(self, persons):
return ' '.join(self.person_key(person) for person in persons)
def person_key(self, person):
if person.prelast_names[0] != '{' and person.last_names[0] != '{' and person.first_names[0] != '{':
return ' '.join((
' '.join(person.prelast_names + person.last_names),
' '.join(person.first_names + person.middle_names),
' '.join(person.lineage_names),
)).lower()
else:
return ' '.join((
' '.join(person.first_names + person.middle_names),
' '.join(person.prelast_names + person.last_names),
' '.join(person.lineage_names),
)).lower()
def author_editor_key(self, entry):
if entry.persons.get('author'):
return self.persons_key(entry.persons['author'])
elif entry.persons.get('editor'):
return self.persons_key(entry.persons['editor'])
else:
return ''

View file

@ -1,67 +0,0 @@
# -*- coding:Utf-8 -*-
from __future__ import unicode_literals
from collections import Counter
import re
import unicodedata
from pybtex.style.labels import BaseLabelStyle
_nonalnum_pattern = re.compile('[^A-Za-z0-9 \-]+', re.UNICODE)
def _strip_accents(s):
return "".join(
(c for c in unicodedata.normalize('NFD', s)
if not unicodedata.combining(c)))
def _strip_nonalnum(parts):
"""Strip all non-alphanumerical characters from a list of strings.
>>> print(_strip_nonalnum([u"ÅA. B. Testing 12+}[.@~_", u" 3%"]))
AABTesting123
"""
s = "".join(parts)
return _nonalnum_pattern.sub("", _strip_accents(s))
class LabelStyle(BaseLabelStyle):
def format_labels(self, sorted_entries):
labels = [self.format_label(entry) for entry in sorted_entries]
count = Counter(labels)
counted = Counter()
for label in labels:
if count[label] == 1:
yield label
else:
yield label # + chr(ord('a') + counted[label])
# counted.update([label])
def format_label(self, entry):
label = "Anonymous"
if 'author' in entry.persons:
label = self.format_author_or_editor_names(entry.persons['author'])
elif 'editor' in entry.persons:
label = self.format_author_or_editor_names(entry.persons['editor'])
elif 'organization' in entry.fields:
label = entry.fields['organization']
if label.startswith("The "):
label = label[4:]
return ''
# if 'year' in entry.fields:
# return "{}, {}".format(label, entry.fields['year'])
# else:
# return "{}, n.d.".format(label)
def format_author_or_editor_names(self, persons):
if len(persons)==1:
return _strip_nonalnum(persons[0].last_names)
elif len(persons)==2:
return "{} & {}".format(
_strip_nonalnum(persons[0].last_names),
_strip_nonalnum(persons[1].last_names))
else:
return "{} et al.".format(
_strip_nonalnum(persons[0].last_names))

View file

@ -1,39 +0,0 @@
# -*- coding:Utf-8 -*-
from __future__ import unicode_literals
from pybtex.style.names import BaseNameStyle, name_part
from pybtex.style.template import join
class NameStyle(BaseNameStyle):
def format(self, person, abbr=False):
r"""
Format names similarly to {vv~}{ll}{, jj}{, f.} in BibTeX.
>>> from pybtex.database import Person
>>> name = Person(string=r"Charles Louis Xavier Joseph de la Vall{\'e}e Poussin")
>>> firstlast = NameStyle().format
>>> print(firstlast(name).format().render_as('latex'))
Charles Louis Xavier~Joseph de~la Vall{é}e~Poussin
>>> print(firstlast(name).format().render_as('html'))
Charles Louis Xavier&nbsp;Joseph de&nbsp;la Vall<span class="bibtex-protected">é</span>e&nbsp;Poussin
>>> print(firstlast(name, abbr=True).format().render_as('latex'))
C.~L. X.~J. de~la Vall{é}e~Poussin
>>> print(firstlast(name, abbr=True).format().render_as('html'))
C.&nbsp;L. X.&nbsp;J. de&nbsp;la Vall<span class="bibtex-protected">é</span>e&nbsp;Poussin
>>> name = Person(first='First', last='Last', middle='Middle')
>>> print(firstlast(name).format().render_as('latex'))
First~Middle Last
>>> print(firstlast(name, abbr=True).format().render_as('latex'))
F.~M. Last
"""
return join[
name_part(abbr=abbr)[person.rich_first_names + person.rich_middle_names],
name_part(before=' ')[person.rich_prelast_names],
name_part(before=' ')[person.rich_last_names],
]

View file

@ -1,27 +0,0 @@
import setuptools
setuptools.setup(
name='pybtex-apa-style',
version='1.3',
author='Naeka',
author_email='contact@naeka.fr',
description='Pybtex APA-like style',
url='https://github.com/naeka/pybtex-apa-style',
py_modules=['formatting.apa', 'labels.apa', 'names.firstlast'],
entry_points={
'pybtex.style.formatting': 'apa = formatting.apa:APAStyle',
'pybtex.style.labels': 'apa = labels.apa:LabelStyle',
'pybtex.style.names': 'firstlast = names.firstlast:NameStyle',
},
classifiers=(
'Operating System :: OS Independent',
'Programming Language :: Python',
'Programming Language :: Python :: 2.7',
'Programming Language :: Python :: 3',
'License :: OSI Approved :: MIT License',
'Operating System :: OS Independent',
'Topic :: Text Processing :: Markup',
'Topic :: Utilities',
),
)

View file

@ -1,3 +0,0 @@
span.label:not(:has(:not(.fn-bracket))) {
display: none;
}

View file

@ -4,25 +4,13 @@
This page is useful for user type 4 and 5.
```
{bdg-primary}`(To be converted into) Sphinx Extension`
{bdg-link-secondary}`Supported by TeachBooks package <./teachbooks_intro.html>`
{bdg-primary}`Sphinx Extension`
````
(apa)=
# APA References
```{note}
This feature is stable but because it relies on a local extension that is part of your book files and _not_ managed as part of a computing environment (e.g., `pip` or `conda`), unknown issues may arise. We would like to convert this feature into an independent Sphinx extension and/or Pybtext plugin. Visit the README in the [project page on GitHub](https://github.com/orgs/TeachBooks/projects/17?pane=info) to learn more.
The instructions provided here will work under conventional usage with TeachBooks and Jupyter Book v1 (e.g., `jupyter book build book`).
A temporary fix has also been implemented in the TeachBooks package for use with the Deploy Book Workflow (release mode) (see [release notes from v0.1.0](https://github.com/TeachBooks/TeachBooks/releases/tag/v0.1.0)).
_Update, October 21, 2025:_ a new fix was necessitated due to dependency issues with docutils making it no longer necessary to pin this package. See [PR 207 of the Manual for a description](https://github.com/TeachBooks/manual/pull/207).
```
## Introduction
Do you include references in your book, but you're tired of the default options available in a TeachBook / Jupyter Book v1? For example, the square-bracket style of citation and reference, where the first three letters of the name year are combined in a way that seems designed to minimize transparency?
@ -30,77 +18,95 @@ Do you include references in your book, but you're tired of the default options
There is a solution! This extension allows you to have APA formatting in your book.
## Installation
To use APA-references, a set of Python files need to be manually loaded into your book.
**Step 1: files to root directory of your book**
To use APA-references, install the [Sphinx-APA-References extension](https://github.com/TeachBooks/Sphinx-APA-References) by following these two steps:
Download this zip-file [`apa_config.zip`](apa_config.zip), which contains the necessary files, located in _two_ subdirectories: `_ext` and `_static`. Unzip and place the contents in the root of your book directory so that it looks like the schematic here:
**Step 1: Install the Package**
Install the module `sphinx-apa-references` package using `pip`:
```
book
├── _ext/
│ ├── pybtexapastyle/
│ ├── apastyle.py
│ └── bracket_citation_style.py
├── _static/
| ├── ...
│ └── apastyle.css
├── _config.yml
├── _toc.yml
├── requirements.txt
├── <book files>
pip install sphinx-apa-references
```
**Step 2: Add to `requirements.txt`**
Make sure that the package is included in your project's `requirements.txt` to track the dependency:
```
sphinx-apa-references
```
Note that you may or may not already have a `_static` subdirectory, to which the file `apastyle.css` should be added.
**Step 2: Enable in `_config.yml`**
In your `_config.yml` file, add a `bibtex_default_style`, `bybtex_reference_style` and the local extensions `apastyle` and `bracket_citation_style.py`. This enables the (local) extension.
**Step 3: Enable in `_config.yml`
In your `_config.yml` file, add the extension to the list of Sphinx extra extensions (**important**: underscore, not dash this time):
```
sphinx:
config:
...
bibtex_default_style: myapastyle
bibtex_reference_style: author_year_round
local_extensions:
apastyle: _ext/
bracket_citation_style: _ext/
...
sphinx:
extra_extensions:
.
.
.
- sphinx_apa_references
.
.
.
```
## Usage
All references are now made in APA-style. See for example this reference: {cite:t}`jason_moore` which shows up on the [references page](../references.md) too. The form of the citation looks like this:
All references are now made in APA-style. Here are five examples how to create a citation in APA style:
```
{cite:t}`jason_moore`
```
Here are three examples for making citations:
| Syntax | Result |
| :---: | :---: |
|`{cite:t}` | {cite:t}`jason_moore` |
|`{cite:p}`| {cite:p}`jason_moore` |
|`{cite}`| {cite}`jason_moore` |
| Syntax | Result with 1 author | Result with many authors | Explanation |
| :---: | :---: | :---: | :---: |
|`{cite:t}` | {cite:t}`jason_moore` | {cite:t}`dummyreference` | Textual citation |
|`{cite:p}`| {cite:p}`jason_moore` | {cite:p}`dummyreference` | Parenthetical citation |
|`{cite}`| {cite}`jason_moore` | {cite}`dummyreference` | Same as `{cite:p}` |
|`{cite:ts}` | {cite:ts}`jason_moore` | {cite:ts}`dummyreference` | Same as `{cite:t}`, but without abbreviation of authors |
|`{cite:ps}`| {cite:ps}`jason_moore` | {cite:ps}`dummyreference` |Same as `{cite:p}`, but without abbreviation of authors |
For more options on the in-line citation style, see https://jupyterbook.org/v1/content/citations.html#change-the-in-line-citation-style.
### Known Issues
The references section at the end of your book will also be formatted in APA style:
Two issues are known:
- During the build, warning will be raised with `... WARNING: duplicate label for keys ...`. In most cases, these warnings can be ignored. As noted above, the book will not build references properly
- In case you have both an `.ipynb` and `.md` version of a file, the `.md` version will always be used whenever this extension is used. This removes the possibility to show code outputs.
::::{admonition} Example of APA References
:class: example
```{iframe} ../references.html
:class: no-blend
```
::::
## Duplicate label warning
You might encounter a warning during the build process that has this structure:
```
<filename>:<lineno>: WARNING: duplicate label "<authors>, <year>" for keys "<key1>" and "<key2>"
```
This is might have different cause, but often it is because two different references have the same author(s) and the same year. A common solution is to add letters to the year in the `.bib` file, like this:
```bibtex
@misc{launch_buttons,
author = {{TeachBooks}},
title = {Custom launch buttons},
url = {https://github.com/TeachBooks/Sphinx-launch-buttons},
year = {2024a},
note = {Retrieved December, 2024. BSD-3-Clause.},
}
@misc{nested,
author = {{TeachBooks}},
title = {Git workflow: Share content between book},
url = {https://github.com/TeachBooks/Nested-Books},
year = {2024b},
note = {Retrieved December, 2024. CC BY 4.0.},
}
```
This does negate the automatic ordering of references by the order `authors > year > title`, so our advice is to only use this solution when the bibliography contains duplicate author-year combinations ánd the bibliography is final. That way the you can use the sorted order with warnings to determine the correct letters to add to the years.
## Implementation
The extension is based on [`pybtex`](https://pybtex.org/), which is a BibTeX-compatible bibliography processor in Python that is extendible with plugins.
Although some customization is possible with the standard Jupyter Book v1 features, [as described here](https://jupyterbook.org/v1/content/citations.html#change-the-in-line-citation-style), this extension implements the complete APA style, as well as enforcing round brackets (like this).
The need to include a CSS file is an easy solution to the issue where empty brackets `[]` are left on the references page (to try it, simply delete `apastyle.css`).
## Contribute
This tool needs to be developed further to make it into a proper sphinx-extension (and/or an independent `pybtext` plugin). The process is described in the README of this [project page on GitHub](https://github.com/orgs/TeachBooks/projects/17?pane=info). If you've ideas or questions, please reach out to us at info@teachbooks.io!
Although some customization is possible with the standard Jupyter Book v1 features, [as described here](https://jupyterbook.org/v1/content/citations.html#change-the-in-line-citation-style), this extension implements a complete APA style, as well as enforcing round brackets (like this).

Binary file not shown.

View file

@ -197,4 +197,13 @@
url = {https://github.com/executablebooks/sphinx-exercise},
year = {2024},
note = {Retrieved September, 2025. MIT License.},
}
}
@inproceedings{dummyreference,
author = {Author, Some and Writer, Another and Novelist, Also and Cowriter, Maybe},
title = {Efficient Estimation of Word Representations in Vector Space},
booktitle = {Proceedings of Workshop at ICLR},
year = {2013},
url = {https://arxiv.org/abs/1301.3781},
}

View file

@ -3,4 +3,6 @@ sphinx-inline-tabs
git+https://github.com/TeachBooks/TeachBooks-Favourites
teachbooks-sphinx-grasple
teachbooks-sphinx-grasple
sphinx-apa-references