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REFER(1)                    General Commands Manual                   REFER(1)

NAME
       refer - preprocess bibliographic references for groff

SYNOPSIS
       refer [-benCPRS] [-a n] [-c fields] [-f n] [-i fields] [-k field]
             [-l m,n] [-p filename] [-s fields] [-t n] -B field.macro [file
             ...]

       refer --help

       refer -v
       refer --version

DESCRIPTION
       This  file  documents  the  GNU  version of refer, which is part of the
       groff document formatting system.  refer copies the contents  of  file-
       name... to the standard output, except that lines between .[ and .] are
       interpreted as citations, and lines between .R1 and .R2 are interpreted
       as commands about how citations are to be processed.

       Each citation specifies a reference.  The citation can specify a refer-
       ence that is contained in a bibliographic database by giving a  set  of
       keywords that only that reference contains.  Alternatively it can spec-
       ify a reference by supplying a database record in the citation.  A com-
       bination of these alternatives is also possible.

       For  each  citation,  refer  can produce a mark in the text.  This mark
       consists of some label which can be separated from the  text  and  from
       other labels in various ways.  For each reference it also outputs groff
       commands that can be used by a macro package  to  produce  a  formatted
       reference  for  each  citation.   The output of refer must therefore be
       processed using a suitable macro package.  The -ms and -me  macros  are
       both  suitable.   The  commands to format a citation's reference can be
       output immediately after the citation, or the references may be accumu-
       lated,  and the commands output at some later point.  If the references
       are accumulated, then multiple citations of  the  same  reference  will
       produce a single formatted reference.

       The  interpretation  of  lines between .R1 and .R2 as commands is a new
       feature of GNU refer.  Documents making use of this feature  can  still
       be processed by Unix refer just by adding the lines

              .de R1
              .ig R2
              ..
       to  the beginning of the document.  This will cause troff to ignore ev-
       erything between .R1 and .R2.  The effect of some commands can also  be
       achieved  by  options.  These options are supported mainly for compati-
       bility with Unix refer.  It is usually more convenient to use commands.

       refer generates .lf lines so that filenames and line  numbers  in  mes-
       sages  produced  by commands that read refer output will be correct; it
       also interprets lines beginning with .lf so  that  filenames  and  line
       numbers in the messages and .lf lines that it produces will be accurate
       even if the input has been preprocessed by a command such as soelim(1).

OPTIONS
       Whitespace is permitted between a command-line option and its argument.

       Most options are equivalent to commands (for  a  description  of  these
       commands, see subsection “Commands” below).

       -b     no-label-in-text; no-label-in-reference

       -e     accumulate

       -n     no-default-database

       -C     compatible

       -P     move-punctuation

       -S     label "(A.n|Q) ', ' (D.y|D)"; bracket-label " (" ) "; "

       -an    reverse An

       -cfields
              capitalize fields

       -fn    label %n

       -ifields
              search-ignore fields

       -k     label L~%a

       -kfield
              label field~%a

       -l     label A.nD.y%a

       -lm    label A.n+mD.y%a

       -l,n   label A.nD.y-n%a

       -lm,n  label A.n+mD.y-n%a

       -pfilename
              database filename

       -sspec sort spec

       -tn    search-truncate n

       These  options  are equivalent to the following commands with the addi-
       tion that the filenames specified on the command line are processed  as
       if  they  were  arguments to the bibliography command instead of in the
       normal way:

       -B     annotate X AP; no-label-in-reference

       -Bfield.macro
              annotate field macro; no-label-in-reference

       The following options have no equivalent commands:

       -v     Print the version number.

       -R     Don't recognize lines beginning with .R1/.R2.

USAGE
   Bibliographic databases
       The bibliographic database is a text file consisting of  records  sepa-
       rated by one or more blank lines.  Within each record fields start with
       a % at the beginning of a line.  Each field has a  one  character  name
       that immediately follows the %.  It is best to use only upper and lower
       case letters for the names of fields.  The name of the field should  be
       followed  by  exactly one space, and then by the contents of the field.
       Empty fields are ignored.  The conventional meaning of each field is as
       follows:

       %A     The name of an author.  If the name contains a title such as Jr.
              at the end, it should be separated  from  the  last  name  by  a
              comma.   There can be multiple occurrences of the %A field.  The
              order is significant.  It is a good idea always to supply an  %A
              field or a %Q field.

       %B     For an article that is part of a book, the title of the book.

       %C     The place (city) of publication.

       %D     The  date of publication.  The year should be specified in full.
              If the month is specified, the name rather than  the  number  of
              the  month  should be used, but only the first three letters are
              required.  It is a good idea always to supply a %D field; if the
              date  is  unknown,  a  value  such as in press or unknown can be
              used.

       %E     For an article that is part of a book, the name of an editor  of
              the  book.  Where the work has editors and no authors, the names
              of the editors should be  given  as  %A  fields  and  , (ed)  or
              , (eds) should be appended to the last author.

       %G     US Government ordering number.

       %I     The publisher (issuer).

       %J     For an article in a journal, the name of the journal.

       %K     Keywords to be used for searching.

       %L     Label.

       %N     Journal issue number.

       %O     Other  information.   This  is usually printed at the end of the
              reference.

       %P     Page number.  A range of pages can be specified as m-n.

       %Q     The name of the author, if the author is  not  a  person.   This
              will  only be used if there are no %A fields.  There can only be
              one %Q field.

       %R     Technical report number.

       %S     Series name.

       %T     Title.  For an article in a book or journal, this should be  the
              title of the article.

       %V     Volume number of the journal or book.

       %X     Annotation.

       For  all  fields except %A and %E, if there is more than one occurrence
       of a particular field in a record, only the last  such  field  will  be
       used.

       If  accent strings are used, they should follow the character to be ac-
       cented.  This means that the AM macro must be used with the -ms macros.
       Accent strings should not be quoted: use one \ rather than two.

   Citations
       The format of a citation is
              .[opening-text
              flags keywords
              fields
              .]closing-text

       The  opening-text,  closing-text,  and  flags  components are optional.
       Only one of the keywords and fields components need be specified.

       The keywords component says to search the bibliographic databases for a
       reference  that  contains all the words in keywords.  It is an error if
       more than one reference if found.

       The fields components specifies additional fields to replace or supple-
       ment those specified in the reference.  When references are being accu-
       mulated and the keywords component is non-empty, then additional fields
       should be specified only on the first occasion that a particular refer-
       ence is cited, and will apply to all citations of that reference.

       The opening-text and closing-text component  specifies  strings  to  be
       used  to  bracket  the  label  instead  of the strings specified in the
       bracket-label command.  If either of these components is non-empty, the
       strings  specified  in the bracket-label command will not be used; this
       behaviour can be altered using the [ and ] flags.   Note  that  leading
       and trailing spaces are significant for these components.

       The  flags  component  is a list of non-alphanumeric characters each of
       which modifies the treatment of this particular citation.   Unix  refer
       will  treat these flags as part of the keywords and so will ignore them
       since they are non-alphanumeric.  The  following  flags  are  currently
       recognized:

       #      This says to use the label specified by the short-label command,
              instead of that specified by the label command.  If no short la-
              bel  has  been  specified, the normal label will be used.  Typi-
              cally the short label is used with author-date labels  and  con-
              sists of only the date and possibly a disambiguating letter; the
              # is supposed to be suggestive of a numeric type of label.

       [      Precede opening-text with the  first  string  specified  in  the
              bracket-label command.

       ]      Follow  closing-text  with  the  second  string specified in the
              bracket-label command.

       One advantages of using the [ and ] flags  rather  than  including  the
       brackets  in  opening-text  and closing-text is that you can change the
       style of bracket used in the document just by changing the  bracket-la-
       bel  command.   Another  advantage is that sorting and merging of cita-
       tions will not necessarily be inhibited if the flags are used.

       If a label is to be inserted into the text, it will be attached to  the
       line  preceding  the  .[ line.  If there is no such line, then an extra
       line will be inserted before the .[ line and a warning will be given.

       There is no special notation for making a citation to  multiple  refer-
       ences.   Just  use  a  sequence  of  citations, one for each reference.
       Don't put anything between the citations.  The labels for all the cita-
       tions  will  be attached to the line preceding the first citation.  The
       labels may also be sorted or merged.  See the description of the <> la-
       bel  expression,  and of the sort-adjacent-labels and abbreviate-label-
       ranges command.  A label will not be merged if its citation has a  non-
       empty opening-text or closing-text.  However, the labels for a citation
       using the ] flag and without any closing-text immediately followed by a
       citation  using  the  [ flag and without any opening-text may be sorted
       and merged even though the first citation's opening-text or the  second
       citation's  closing-text  is  non-empty.   (If you wish to prevent this
       just make the first citation's closing-text \&.)

   Commands
       Commands are contained between lines starting with .R1 and .R2.  Recog-
       nition  of  these  lines can be prevented by the -R option.  When a .R1
       line is recognized any accumulated references are flushed out.  Neither
       .R1 nor .R2 lines, nor anything between them is output.

       Commands  are separated by newlines or ;s.  # introduces a comment that
       extends to the end of the line (but  does  not  conceal  the  newline).
       Each command is broken up into words.  Words are separated by spaces or
       tabs.  A word that begins with " extends to the next " that is not fol-
       lowed  by another ".  If there is no such " the word extends to the end
       of the line.  Pairs of " in a word beginning with " collapse to a  sin-
       gle  ".   Neither # nor ; are recognized inside "s.  A line can be con-
       tinued by ending it with \; this works everywhere except after a #.

       Each command name that is marked with * has an associated negative com-
       mand  no-name that undoes the effect of name.  For example, the no-sort
       command specifies that references should not be sorted.   The  negative
       commands take no arguments.

       In the following description each argument must be a single word; field
       is used for a single upper or lower case letter naming a field;  fields
       is used for a sequence of such letters; m and n are used for a non-neg-
       ative numbers; string is used for an arbitrary string; filename is used
       for the name of a file.

       abbreviate* fields string1 string2 string3 string4
              Abbreviate the first names of fields.  An initial letter will be
              separated from another initial letter by string1, from the  last
              name by string2, and from anything else (such as a von or de) by
              string3.  These default to a period followed by a space.   In  a
              hyphenated first name, the initial of the first part of the name
              will be separated from the hyphen by string4; this defaults to a
              period.  No attempt is made to handle any ambiguities that might
              result from abbreviation.  Names are abbreviated before  sorting
              and before label construction.

       abbreviate-label-ranges* string
              Three  or  more adjacent labels that refer to consecutive refer-
              ences will be abbreviated to a label consisting of the first la-
              bel,  followed  by  string  followed by the last label.  This is
              mainly useful with numeric labels.  If string is omitted it  de-
              faults to -.

       accumulate*
              Accumulate  references  instead of writing out each reference as
              it is encountered.  Accumulated references will be  written  out
              whenever a reference of the form

                     .[
                     $LIST$
                     .]

              is  encountered,  after all input files have been processed, and
              whenever .R1 line is recognized.

       annotate* field string
              field is an annotation; print it at the end of the reference  as
              a paragraph preceded by the line

                     .string

              If  string  is  omitted  it will default to AP; if field is also
              omitted it will default to X.  Only one field can be an  annota-
              tion.

       articles string...
              string... are definite or indefinite articles, and should be ig-
              nored at the beginning of T  fields  when  sorting.   Initially,
              the, a and an are recognized as articles.

       bibliography filename...
              Write  out  all  the  references  contained in the bibliographic
              databases filename...   This  command  should  come  last  in  a
              .R1/.R2 block.

       bracket-label string1 string2 string3
              In  the  text,  bracket each label with string1 and string2.  An
              occurrence of string2 immediately followed by  string1  will  be
              turned into string3.  The default behaviour is

                     bracket-label \*([. \*(.] ", "

       capitalize fields
              Convert fields to caps and small caps.

       compatible*
              Recognize  .R1  and  .R2 even when followed by a character other
              than space or newline.

       database filename...
              Search the bibliographic databases filename...  For  each  file-
              name  if  an index filename.i created by indxbib(1) exists, then
              it will be searched instead; each index can cover multiple data-
              bases.

       date-as-label* string
              string  is a label expression that specifies a string with which
              to replace the D field after constructing the label.   See  sub-
              section “Label expressions” below for a description of label ex-
              pressions.  This command is useful if you do not  want  explicit
              labels  in  the  reference  list, but instead want to handle any
              necessary disambiguation by qualifying the  date  in  some  way.
              The  label  used in the text would typically be some combination
              of the author and date.  In most cases you should also  use  the
              no-label-in-reference command.  For example,

                     date-as-label D.+yD.y%a*D.-y

              would  attach  a disambiguating letter to the year part of the D
              field in the reference.

       default-database*
              The default database should be searched.  This  is  the  default
              behaviour,  so the negative version of this command is more use-
              ful.  refer determines whether the default  database  should  be
              searched  on  the  first  occasion that it needs to do a search.
              Thus a no-default-database command must be given before then, in
              order to be effective.

       discard* fields
              When  the  reference  is  read,  fields  should be discarded; no
              string definitions for fields will be output.  Initially, fields
              are XYZ.

       et-al* string m n
              Control use of et al in the evaluation of @ expressions in label
              expressions.  If the number of authors needed to make the author
              sequence  unambiguous  is u and the total number of authors is t
              then the last t-u authors will be replaced  by  string  provided
              that  t-u  is not less than m and t is not less than n.  The de-
              fault behaviour is

                     et-al " et al" 2 3

       include filename
              Include filename and interpret the contents as commands.

       join-authors string1 string2 string3
              This says how authors should be joined together.  When there are
              exactly  two  authors,  they  will be joined with string1.  When
              there are more than two authors, all but the last  two  will  be
              joined  with  string2,  and  the last two authors will be joined
              with string3.   If  string3  is  omitted,  it  will  default  to
              string1;  if  string2  is  also  omitted it will also default to
              string1.  For example,

                     join-authors " and " ", " ", and "

              will restore the default method for joining authors.

       label-in-reference*
              When outputting the reference, define the string [F  to  be  the
              reference's  label.  This is the default behaviour; so the nega-
              tive version of this command is more useful.

       label-in-text*
              For each reference output a label in the text.  The  label  will
              be  separated  from  the  surrounding  text  as described in the
              bracket-label command.  This is the default  behaviour;  so  the
              negative version of this command is more useful.

       label string
              string is a label expression describing how to label each refer-
              ence.

       separate-label-second-parts string
              When merging two-part labels, separate the second  part  of  the
              second label from the first label with string.  See the descrip-
              tion of the <> label expression.

       move-punctuation*
              In the text, move any punctuation at the end of  line  past  the
              label.   It  is  usually a good idea to give this command unless
              you are using superscripted numbers as labels.

       reverse* string
              Reverse the fields whose names are in string.  Each  field  name
              can  be  followed  by  a  number which says how many such fields
              should be reversed.  If no number is given for a field, all such
              fields will be reversed.

       search-ignore* fields
              While searching for keys in databases for which no index exists,
              ignore the contents of fields.  Initially, fields  XYZ  are  ig-
              nored.

       search-truncate* n
              Only require the first n characters of keys to be given.  In ef-
              fect when searching for a given key words in  the  database  are
              truncated  to  the maximum of n and the length of the key.  Ini-
              tially n is 6.

       short-label* string
              string is a label expression that specifies an alternative (usu-
              ally  shorter)  style of label.  This is used when the # flag is
              given in the citation.  When using author-date style labels, the
              identity  of  the  author or authors is sometimes clear from the
              context, and so it may be desirable to omit the  author  or  au-
              thors from the label.  The short-label command will typically be
              used to specify a label containing just a date  and  possibly  a
              disambiguating letter.

       sort* string
              Sort  references according to string.  References will automati-
              cally be accumulated.  string should be a list of  field  names,
              each  followed  by a number, indicating how many fields with the
              name should be used for sorting.  + can be used to indicate that
              all the fields with the name should be used.  Also . can be used
              to indicate the references should be sorted  using  the  (tenta-
              tive)  label.   (Subsection  “Label expressions” below describes
              the concept of a tentative label.)

       sort-adjacent-labels*
              Sort labels that are adjacent in the text according to their po-
              sition  in  the  reference list.  This command should usually be
              given if the abbreviate-label-ranges command has been given,  or
              if  the  label  expression  contains a <> expression.  This will
              have no effect unless references are being accumulated.

   Label expressions
       Label expressions can be evaluated both normally and tentatively.   The
       result  of  normal evaluation is used for output.  The result of tenta-
       tive evaluation, called the tentative label, is used to gather the  in-
       formation  that normal evaluation needs to disambiguate the label.  La-
       bel expressions specified by the date-as-label and short-label commands
       are not evaluated tentatively.  Normal and tentative evaluation are the
       same for all types of expression other than @, *,  and  %  expressions.
       The description below applies to normal evaluation, except where other-
       wise specified.

       field
       field n
              The n-th part of field.  If n is omitted, it defaults to 1.

       'string'
              The characters in string literally.

       @      All the authors joined as specified by the join-authors command.
              The  whole  of each author's name will be used.  However, if the
              references are sorted by author (that is the sort  specification
              starts  with  A+), then authors last names will be used instead,
              provided that this does not introduce  ambiguity,  and  also  an
              initial  subsequence  of  the authors may be used instead of all
              the authors, again provided that this does not introduce ambigu-
              ity.   The use of only the last name for the i-th author of some
              reference is considered to be ambiguous if there is  some  other
              reference, such that the first i-1 authors of the references are
              the same, the i-th authors are not the same, but  the  i-th  au-
              thors  last names are the same.  A proper initial subsequence of
              the sequence of authors for some reference is considered  to  be
              ambiguous  if  there  is a reference with some other sequence of
              authors which also has that subsequence as a proper initial sub-
              sequence.   When  an initial subsequence of authors is used, the
              remaining authors are replaced by the string  specified  by  the
              et-al command; this command may also specify additional require-
              ments that must be met before  an  initial  subsequence  can  be
              used.   @ tentatively evaluates to a canonical representation of
              the authors, such that authors that compare equally for  sorting
              purpose will have the same representation.

       %n
       %a
       %A
       %i
       %I     The  serial  number  of the reference formatted according to the
              character following the %.  The serial  number  of  a  reference
              is 1  plus  the number of earlier references with same tentative
              label as this reference.  These expressions tentatively evaluate
              to an empty string.

       expr*  If  there  is another reference with the same tentative label as
              this reference, then expr, otherwise an empty string.  It tenta-
              tively evaluates to an empty string.

       expr+n
       expr-n The  first (+) or last (-) n upper or lower case letters or dig-
              its of expr.  Troff special characters (such as \('a) count as a
              single letter.  Accent strings are retained but do not count to-
              wards the total.

       expr.l expr converted to lowercase.

       expr.u expr converted to uppercase.

       expr.c expr converted to caps and small caps.

       expr.r expr reversed so that the last name is first.

       expr.a expr with first names abbreviated.  Note that  fields  specified
              in  the abbreviate command are abbreviated before any labels are
              evaluated.  Thus .a is useful only when you want a field  to  be
              abbreviated in a label but not in a reference.

       expr.y The year part of expr.

       expr.+y
              The  part  of  expr  before the year, or the whole of expr if it
              does not contain a year.

       expr.-y
              The part of expr after the year, or an empty string if expr does
              not contain a year.

       expr.n The last name part of expr.

       expr1~expr2
              expr1  except  that  if the last character of expr1 is - then it
              will be replaced by expr2.

       expr1 expr2
              The concatenation of expr1 and expr2.

       expr1|expr2
              If expr1 is non-empty then expr1 otherwise expr2.

       expr1&expr2
              If expr1 is non-empty then expr2 otherwise an empty string.

       expr1?expr2:expr3
              If expr1 is non-empty then expr2 otherwise expr3.

       <expr> The label is in two parts, which are separated by expr.  Two ad-
              jacent  two-part  labels  which have the same first part will be
              merged by appending the second part of the second label onto the
              first  label  separated by the string specified in the separate-
              label-second-parts command (initially, a  comma  followed  by  a
              space);  the  resulting label will also be a two-part label with
              the same first part as before merging, and so additional  labels
              can  be  merged  into  it.   Note that it is permissible for the
              first part to be empty; this  maybe  desirable  for  expressions
              used in the short-label command.

       (expr) The same as expr.  Used for grouping.

       The  above  expressions  are  listed  in  order  of precedence (highest
       first); & and | have the same precedence.

   Macro interface
       Each reference starts with a call to the macro ]-.  The string [F  will
       be  defined to be the label for this reference, unless the no-label-in-
       reference command has been given.   There  then  follows  a  series  of
       string  definitions, one for each field: string [X corresponds to field
       X.  The number register [P is set to 1 if the P field contains a  range
       of pages.  The [T, [A and [O number registers are set to 1 according as
       the T, A and O fields end with one of the characters .?!.  The [E  num-
       ber  register  will be set to 1 if the [E string contains more than one
       name.  The reference is followed by a call to the ][ macro.  The  first
       argument to this macro gives a number representing the type of the ref-
       erence.  If a reference contains a J field, it will  be  classified  as
       type 1,  otherwise  if it contains a B field, it will type 3, otherwise
       if it contains a G or R field it will be type 4, otherwise if  it  con-
       tains  an  I field it will be type 2, otherwise it will be type 0.  The
       second argument is a symbolic name for the type:  other,  journal-arti-
       cle,  book,  article-in-book or tech-report.  Groups of references that
       have been accumulated or are produced by the bibliography  command  are
       preceded  by  a  call  to the ]< macro and followed by a call to the ]>
       macro.

FILES
       /usr/dict/papers/Ind
              Default database.

       file.i Index files.

       refer uses temporary files.  See the  groff(1)  man  page  for  details
       where such files are created.

ENVIRONMENT
       REFER  If set, overrides the default database.

SEE ALSO
       indxbib(1), lookbib(1), lkbib(1)

BUGS
       In  label  expressions, <> expressions are ignored inside .char expres-
       sions.

groff 1.22.4                     7 March 2023                         REFER(1)

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