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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  format-
       ting system.  refer copies the contents of filename... 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 reference that is con-
       tained in a bibliographic database by giving a set of keywords that  only  that  reference
       contains.   Alternatively it can specify a reference by supplying a database record in the
       citation.  A combination 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 ref-
       erence 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 ref-
       erences may be accumulated, and the commands output at some later point.   If  the  refer-
       ences 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 everything between  .R1
       and  .R2.  The effect of some commands can also be achieved by options.  These options are
       supported mainly for compatibility with Unix refer.  It is usually more convenient to  use
       commands.

       refer  generates .lf lines so that filenames and line numbers in messages produced by com-
       mands 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  subsec-
       tion "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 addition that the file-
       names specified on the command line are processed as if they were arguments to the  bibli-
       ography 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 separated 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 up-
       per and lower case letters for the names of fields.  The name of the field should be  fol-
       lowed  by  exactly one space, and then by the contents of the field.  Empty fields are ig-
       nored.  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 occur-
              rences 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 arti-
              cle.

       %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 accented.  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 key-
       words 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 supplement those specified
       in the reference.  When references are being accumulated and  the  keywords  component  is
       non-empty,  then  additional  fields should be specified only on the first occasion that a
       particular reference 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 trail-
       ing 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 label has been specified,  the  normal
              label  will be used.  Typically the short label is used with author-date labels and
              consists 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-label command.  Another advantage is that sorting and merging
       of citations 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 references.  Just use a se-
       quence  of  citations,  one for each reference.  Don't put anything between the citations.
       The labels for all the citations will be attached to the line preceding  the  first  cita-
       tion.   The  labels may also be sorted or merged.  See the description of the <> label ex-
       pression, 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  fol-
       lowed 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.  Recognition 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 out-
       put.

       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 followed 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 single ".  Neither # nor  ;
       are  recognized inside "s.  A line can be continued by ending it with \; this works every-
       where except after a #.

       Each command name that is marked with * has an associated negative  command  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 sin-
       gle  upper or lower case letter naming a field; fields is used for a sequence of such let-
       ters; m and n are used for a non-negative 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 an-
              other 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  ab-
              breviated before sorting and before label construction.

       abbreviate-label-ranges* string
              Three or more adjacent labels that refer to consecutive references will be abbrevi-
              ated to a label consisting of the first label, followed by string followed  by  the
              last  label.   This  is mainly useful with numeric labels.  If string is omitted it
              defaults 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  pre-
              ceded by the line

                     .string

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

       articles string...
              string... are definite or indefinite articles, and should be ignored at the  begin-
              ning  of  T  fields when sorting.  Initially, the, a and an are recognized as arti-
              cles.

       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 new-
              line.

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

       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 subsection "Label expressions" below for a
              description of label expressions.  This command is useful if you do  not  want  ex-
              plicit  labels in the reference list, but instead want to handle any necessary dis-
              ambiguation 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  refer-
              ence.

       default-database*
              The  default  database  should  be searched.  This is the default behaviour, so the
              negative version of this command is more useful.  refer determines whether the  de-
              fault  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 default behav-
              iour 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  au-
              thors, 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 negative version of this command is more use-
              ful.

       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 de-
              fault behaviour; so the negative version of this command is more useful.

       label string
              string is a label expression describing how to label each reference.

       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 description 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  la-
              bels.

       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 con-
              tents of fields.  Initially, fields XYZ are ignored.

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

       short-label* string
              string is a label expression that specifies an alternative (usually shorter)  style
              of  label.   This is used when the # flag is given in the citation.  When using au-
              thor-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 authors from the
              label.  The short-label command will typically be used to specify a label  contain-
              ing just a date and possibly a disambiguating letter.

       sort* string
              Sort references according to string.  References will automatically 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 (tentative) 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 position in the refer-
              ence  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 tentative evaluation, called  the  tentative
       label,  is used to gather the information that normal evaluation needs to disambiguate the
       label.  Label 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 ex-
       pression other than @, *, and % expressions.  The  description  below  applies  to  normal
       evaluation, except where otherwise 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 in-
              stead, provided that this does not introduce ambiguity, and also an initial  subse-
              quence  of  the authors may be used instead of all the authors, again provided that
              this does not introduce ambiguity.  The use of only the last name for the i-th  au-
              thor  of some reference is considered to be ambiguous if there is some other refer-
              ence, such that the first i-1 authors of the references are the same, the i-th  au-
              thors  are  not  the  same, but the i-th authors 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 subsequence.  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 requirements 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 evalu-
              ate 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 tentatively evaluates to an empty string.

       expr+n
       expr-n The  first  (+) or last (-) n upper or lower case letters or digits of expr.  Troff
              special characters (such as \('a) count as a single letter.  Accent strings are re-
              tained but do not count towards 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 adjacent two-part  la-
              bels  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 sep-
              arate-label-second-parts  command (initially, a comma followed by a space); the re-
              sulting 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 permissi-
              ble 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  corre-
       sponds  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 number 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 reference.
       If a reference contains a J field, it will be classified as type 1, otherwise if  it  con-
       tains  a  B  field,  it  will  type 3,  otherwise if it contains a G or R field it will be
       type 4, otherwise if it contains 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-article,
       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 fol-
       lowed 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 expressions.

groff 1.22.4                              23 March 2022                                  REFER(1)

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