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Merge pull request #79 from TeachBooks/bibliography_exercise
Bibliography exercise
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- file: syntax_exercises/010.md
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- file: syntax_exercises/011.md
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- file: syntax_exercises/012.md
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- file: syntax_exercises/013.md
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- file: references.md
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- file: changelog.md
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- file: credits.md
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book/syntax_exercises/013.md
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176
book/syntax_exercises/013.md
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# Exercise 13: Adding a Bibliography
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In this exercise, you will learn how to cite sources using the shared bibliography provided in this template, and how to control the citation style and reference formatting using `{cite}` roles and the `{bibliography}` directive.
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::::::{topic} Exercise objective
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Can you cite references using different in-line styles and customise the way your bibliography appears?
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::::::
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```{tip}
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Citing references properly gives credit to original authors and improves your writing. See the [JupyterBook guide on citations](https://jupyterbook.org/en/stable/content/citations.html) for full details.
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````
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## Adding an entry to the shared bibliography
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1. The TeachBooks template already includes a shared bibliography file (`references.bib`). Locate and open the file. You will see the following example entry:
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```
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@misc{jason_moore,
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title={Learn Multibody Dynamics, SymPy},
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author={Moore, Jason},
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howpublished={\url{https://moorepants.github.io/learn-multibody-dynamics/sympy.html}},
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year={2023}
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}
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```
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2. Add a new reference of your own. You can use a DOI, book title, or URL.
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```{tip}
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You can generate BibTeX entries using free tools like [ZoteroBib](https://zbib.org). Paste a source URL or title, click **Cite**, and export as **BibTeX** to copy into `references.bib`.
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```
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## Citing sources using `{cite}`
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3. To reference a source in-line, use one of the `{cite}` roles. Try the following:
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```md
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{cite:p}`jason_moore`
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```
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4. You can also use other variants of `{cite}` depending on the style you want. Try adding the following to your Markdown file and see how the output differs:
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* `{cite:p}`
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* `{cite:t}`
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* `{cite:ps}`
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* `{cite:ts}`
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```{dropdown} Hint: What to expect when you render these
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:class: hint
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Here’s how the citation will appear for the example in the shared bibliography:
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- `{cite:p}` → **Parenthetical citation**
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→ [Moore, 2023]
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- `{cite:t}` → **Textual citation**
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→ Moore [2023]
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- `{cite:ps}` → **Parenthetical, full authors**
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→ [Moore, 2023]
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- `{cite:ts}` → **Textual, full authors**
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→ Moore [2023]
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```
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## Displaying the bibliography
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5. To show the list of cited references at the end of the page, use the `{bibliography}` directive. In this template, the bibliography is already added to the [page](../references.md):
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````md
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```{bibliography}
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```
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````
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`````{admonition} Avoiding duplicate citation warnings
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:class: warning
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If you use `{bibliography}` in multiple files, you might see warnings about duplicate citations when building your book. To avoid this, restrict the bibliography to only show references cited in the current page by adding a `:filter:` option:
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````md
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```{bibliography}
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:filter: docname in docnames
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```
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````
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This ensures only local references are shown, and avoids build-time warnings.
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`````
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## Customising citation styles
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6. You can change the **reference style** (how citations appear in your text) by editing the `_config.yml` file in your book folder. Add or modify the following section, and see how the referece style changes.
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```yaml
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sphinx:
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config:
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bibtex_reference_style: author_year
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```
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7. Try replacing `author_year` with the following and see how the citation outputs change:
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* `author_year`
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* `label`
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* `super`
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* `number`
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```{dropdown} Hint: What each reference style will look like
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:class: hint
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Heres's how each style will appear for the example in the shared bibliography:
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- `author_year` → Moore (2023)
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- `label` → [jason_moore]
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- `super` → ¹
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- `number` → [1]
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```
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8. You can also change the **bibliography style** (how the reference list is formatted) using the `:style:` option in the `{bibliography}` directive. Try replacing the style with the following, and see how the bibliography style changes.
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````md
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```{bibliography}
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:style: unsrt
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```
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````
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9. Experiment with the following different styles, and see how the bibliography style changes:
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- `alpha`
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- `plain`
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- `unsrt`
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- `unsrtalpha`
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```{dropdown} Hint: What each bibliography style looks like
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:class: hint
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Heres's how each style will appear for the example in the shared bibliography:
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- `alpha` → References labelled as [Knu84], sorted by author/year
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- `plain` → References numbered [1], sorted by author/year
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- `unsrt` → Numbered [1], in order of appearance in the text
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- `unsrtalpha` → Alphanumeric like [Knu84], but in order of appearance
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```
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```{admonition} Bibliography style vs. Reference style
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:class: note
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- **Reference style** controls how citations look in your text (e.g., [1] vs. (Author, Year)).
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- **Bibliography style** controls how the reference list is formatted (e.g., sorted, numbered, APA).
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```
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10. When you are ready, commit your changes to the repository by clicking on the green `Commit changes` button.
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11. Add a commit message.
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12. To see your changes, go to {octicon}`play` `Actions` - The most recent workflow run `overview.md / the commit message of the commit you just made` - Wait for it to finish - In the summary, click on the link of your book shown in the table `Branches deployed` and under `Primary book at root` (getting bored of waiting? There'll be exercising on doing this locally which prevents you from waiting).
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13. Do you see your change? If you don't see it click `CTRL`+`F5`/`Control`+`F5`to refresh the page.
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```{admonition} Check your understanding
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:class: note
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Before moving on, make sure you understand:
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- How to add a new reference to the shared `references.bib` file.
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- How to use `{cite}` roles to control in-line citation appearance.
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- How to change the citation style in `_config.yml`.
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- How to display the bibliography with `{bibliography}`.
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```
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