Rmarkdown 中的引用：使用 .bib 文件中的标题大写

Posted 2023-03-31

【中文标题】Rmarkdown 中的引用：使用 .bib 文件中的标题大写

【英文标题】：References in Rmarkdown: use title capitalization as is in the .bib file

【发布时间】：2020-09-22 09:24:19

【问题描述】：

我正在使用带有 RStudio 和 knitr 的 Rmarkdown 编写手稿。为了格式化参考文献，我使用了 Global Ecology and Biogeography 期刊的 .csl 文件，该文件是从 https://www.zotero.org/styles 获得的。

我的问题是标题会自动转换为句子大小写。这对于变成小写的物种名称尤其成问题。

例如，

Two types of morphophysiological dormancy in seeds of two genera (Osmorhiza and Erythronium) with an Arcto-Tertiary distribution pattern

变成

Two types of morphophysiological dormancy in seeds of two genera (osmorhiza and erythronium) with an arcto-tertiary distribution pattern

根据这个问题：How to set references to 'sentence case'?，我应该从.csl 文件中删除像text-case= 这样的所有行。问题是没有这样的行，我的标题仍然被转换了。

另外，我还想知道如何将物种名称保持为斜体。

Rmarkdown 文件

---
title: "Untitled"
output: html_document
bibliography: refs.bib
csl: global-ecology-and-biogeography.csl
link-citations: yes
---

```r setup, include=FALSE
knitr::opts_chunk$set(echo = TRUE)
```

[@RN1045]

# References

带有参考书目的 refs.bib 文件

@articleRN1045,
   author = Baskin, Carol C.; Meyer, Susan E.; Baskin, Jerry M.,
   title = Two types of morphophysiological dormancy in seeds of two genera (Osmorhiza and Erythronium) with an Arcto-Tertiary distribution pattern,
   journal = American Journal of Botany,
   volume = 82,
   number = 3,
   pages = 293-298,
   ISSN = 00029122,
   DOI = 10.1002/j.1537-2197.1995.tb12633.x,
   url = <Go to ISI>://WOS:A1995QM77500001; https://bsapubs.onlinelibrary.wiley.com/doi/abs/10.1002/j.1537-2197.1995.tb12633.x,
   year = 1995,
   type = Journal Article

global-ecology-and-biogeography.csl 文件的样式

<?xml version="1.0" encoding="utf-8"?>
<style xmlns="http://purl.org/net/xbiblio/csl" class="in-text" version="1.0" demote-non-dropping-particle="sort-only" default-locale="en-US">
  <info>
    <title>Global Ecology and Biogeography</title>
    <id>http://www.zotero.org/styles/global-ecology-and-biogeography</id>
    <link href="http://www.zotero.org/styles/global-ecology-and-biogeography" rel="self"/>
    <link href="http://www.zotero.org/styles/bioinformatics" rel="template"/>
    <link href="http://onlinelibrary.wiley.com/journal/10.1111/%28ISSN%291466-8238/homepage/ForAuthors.html" rel="documentation"/>
    <author>
      <name>Bernhard Hoiß</name>
      <email>[e-mail]</email>
    </author>
    <category citation-format="author-date"/>
    <category field="biology"/>
    <issn>1466-822X</issn>
    <eissn>1466-8238</eissn>
    <summary>The Global Ecology and Biogeography style</summary>
    <updated>2016-09-10T14:32:31+00:00</updated>
    <rights license="http://creativecommons.org/licenses/by-sa/3.0/">This work is licensed under a Creative Commons Attribution-ShareAlike 3.0 License</rights>
  </info>
  <locale>
    <terms>
      <term name="edition" form="short">edn.</term>
      <term name="editor" form="verb-short">ed. by</term>
      <term name="translator" form="verb-short">trans.</term>
    </terms>
  </locale>
  <macro name="editor">
    <names variable="editor" delimiter=",">
      <label form="verb-short" prefix=" (" suffix=" "/>
      <name sort-separator=", " and="text" initialize-with="." delimiter=", " suffix=")"/>
    </names>
  </macro>
  <macro name="author">
    <names variable="author">
      <name name-as-sort-order="all" and="symbol" sort-separator=", " initialize-with="." delimiter=", " delimiter-precedes-last="never"/>
      <label form="short" prefix=" "/>
      <substitute>
        <names variable="editor"/>
        <text variable="title"/>
      </substitute>
    </names>
  </macro>
  <macro name="author-short">
    <names variable="author">
      <name form="short" and="symbol" delimiter=", " initialize-with=". "/>
      <et-al term="et-al" font-style="italic"/>
      <substitute>
        <names variable="editor"/>
        <names variable="translator"/>
        <text variable="title"/>
      </substitute>
    </names>
  </macro>
  <macro name="title">
    <text variable="title"/>
  </macro>
  <macro name="publisher">
    <group delimiter=", ">
      <text variable="publisher"/>
      <text variable="publisher-place"/>
    </group>
  </macro>
  <macro name="year-date">
    <date variable="issued">
      <date-part name="year"/>
    </date>
  </macro>
  <macro name="edition">
    <choose>
      <if is-numeric="edition">
        <group delimiter=" ">
          <number variable="edition" form="ordinal"/>
          <text term="edition" form="short"/>
        </group>
      </if>
      <else>
        <text variable="edition" suffix="."/>
      </else>
    </choose>
  </macro>
  <citation et-al-min="3" et-al-use-first="1" disambiguate-add-year-suffix="true" collapse="year-suffix" year-suffix-delimiter=",">
    <sort>
      <key macro="year-date"/>
      <key macro="author-short"/>
    </sort>
    <layout prefix="(" suffix=")" delimiter="; ">
      <group delimiter=", ">
        <text macro="author-short"/>
        <text macro="year-date"/>
        <text variable="locator"/>
      </group>
    </layout>
  </citation>
  <bibliography hanging-indent="true" entry-spacing="0">
    <sort>
      <key macro="author"/>
      <key variable="title"/>
    </sort>
    <layout suffix=".">
      <text macro="author"/>
      <date variable="issued" prefix=" (" suffix=")">
        <date-part name="year"/>
      </date>
      <choose>
        <if type="bill book graphic legal_case legislation motion_picture report song" match="any">
          <group delimiter=" " prefix=" ">
            <text macro="title" font-style="italic" suffix=","/>
            <text macro="edition"/>
            <text macro="editor"/>
            <text macro="publisher"/>
          </group>
        </if>
        <else-if type="chapter paper-conference" match="any">
          <text macro="title" prefix=" " suffix="." font-style="italic"/>
          <group prefix=" " suffix=",">
            <text variable="container-title" font-style="italic"/>
            <text variable="collection-title" prefix=" " suffix="."/>
            <text macro="editor"/>
          </group>
          <group suffix=".">
            <group prefix=" " suffix=".">
              <label variable="page" suffix=" " form="short"/>
              <text variable="page"/>
            </group>
            <text macro="publisher" prefix=" "/>
          </group>
        </else-if>
        <else>
          <text macro="title" prefix=" " suffix="."/>
          <group delimiter=", " prefix=" " suffix=".">
            <text variable="container-title" form="long" font-style="italic"/>
            <text variable="volume" font-weight="bold"/>
            <text variable="page"/>
          </group>
        </else>
      </choose>
    </layout>
  </bibliography>
</style>

【参考方案1】：

看起来knitr 使用pandoc-citeproc 进行引用呈现，并且您可以通过在标题周围使用另一组括号来保留大小写。见https://github.com/jgm/pandoc-citeproc/issues/269。

所以不是

title = Two types of morphophysiological dormancy in seeds of two genera (Osmorhiza and Erythronium) with an Arcto-Tertiary distribution pattern

你会使用

title = Two types of morphophysiological dormancy in seeds of two genera (Osmorhiza and Erythronium) with an Arcto-Tertiary distribution pattern

另见https://github.com/jgm/pandoc-citeproc/blob/master/man/pandoc-citeproc.1.md#titles-title-vs-sentence-case，

对于物种名称，请尝试\textitOsmorhiza。 （每https://latex.org/forum/viewtopic.php?t=21255）

【讨论】：

谢谢，这解决了我的问题。对于那些（像我一样）从 EndNote 库生成 .bib 文件的人，我将补充一点，您可以编辑 EndNote 的 BibTeX 导出样式，以便在您的标题中插入双 以保护它们免受大小写更改。你也可以在你的 EndNote 引用中插入\textitOsmorhiza，让斜体在最终文档中使用knitr 生成，但是如果你想在 Word 中使用它会出现这样的情况。

【参考方案2】：

如果您想要大写和斜体的物种名称，另一种方法是将物种名称包裹在标题中的\emphspecies name。

例如：

@articleberra1973,
   title = A home range study of \emphGalaxias bongbong in Australia

在此示例中，@Rintze Zelle 使用双花括号的答案需要在“Australia”中保留大写“A”。

我使用 Zotero 作为引文管理器和 RStudio 中的可视化编辑器来查找和填充 RMarkdown 文档的 .bib 文件，如果物种名称包含在 Zotero 标题中的 <i>species name</i> 中，RStudio 可视化编辑器会自动将 .bib 文件中的 <i>species name</i> 替换为 \emphspecies name。

【讨论】：

您是在回答问题，所以请不要在回答中问反问题？