manual_teachbooks/book/features/apa.md
Tom van Woudenberg 8f987404ec
Update apa.md
2025-01-07 14:15:22 +01:00

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(apa)=
# APA References
```{admonition} User types
:class: tip
This page is useful for user type 4 and 5.
```
{bdg-primary}`(To be converted into) Sphinx Extension`
```{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 [project page on GitHub](https://github.com/orgs/TeachBooks/projects/17) to learn more.
The instructions provided here will work under conventional usage with Jupyter Book (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)).
```
## Introduction
Do you include references in your book, but you're tired of the default options available in Jupyter Book? 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?
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**
Download this zip-file [`_ext.zip`](_ext.zip), which contains the necessary files, unzip it and place the contents in the root of your book directory so that it looks like the schematic here:
```
book
├── _ext/
│ ├── pybtexapastyle/
│ ├── apastyle.py
│ ├── bracket_citation_style.py
├── _config.yml
├── _toc.yml
├── requirements.txt
├── <book files>
```
**Step 2: Add to `requirements.txt`**
Add a specific version of `docutils` to your requirements file:
```
docutils==0.17.1
```
**Step 3: 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`
```
sphinx:
config:
...
bibtex_default_style: myapastyle
bibtex_reference_style: author_year_round
local_extensions:
apastyle: _ext/
bracket_citation_style: _ext/
...
```
## 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:
```
{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` |
For more options on the in-line citation style, see https://jupyterbook.org/en/stable/content/citations.html#change-the-in-line-citation-style.
### Known Issues
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 reomved the possibility to show code outputs.
## 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 features, [as described here](https://jupyterbook.org/en/stable/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 enforce `docutils==0.17.1` version is the only known solution to the issue where empty brackets `[]` are left on the references page.
## 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 this [project page on GitHub](https://github.com/orgs/TeachBooks/projects/17). If you've ideas or questions, please reach out to us at info@teachbooks.io!