Module:Citation

The educational technology and digital learning wiki
Jump to navigation Jump to search

Documentation for this module may be created at Module:Citation/doc

  1 ---------------------------------------------------------------------
  2 -- Module:Citation - Lua module for Citation auxiliary templates
  3 ---------------------------------------------------------------------
  4 -- For the {{citation}} formatting functions, see: Module:Citation/CS1
  5 --                               (see NOTES at bottom)
  6 --require "mw.text"
  7 
  8 local z = {
  9     wikitext = require("Module:Wikitext"),
 10     extensiontags = {
 11         nowiki = true,
 12         ref = true,
 13         gallery = true,
 14         pre = true,
 15         source = true,
 16         categorytree = true,
 17         charinsert = true,
 18         hiero = true,
 19         imagemap = true,
 20         inputbox = true,
 21         math = true,
 22         poem = true,
 23         ref = true,
 24         references = true,
 25         syntaxhighlight = true,
 26         timeline = true,
 27     }
 28 }
 29 
 30 function trim( str )
 31     if str == nil then
 32         return nil;
 33     end
 34     return str:match( "^%s*(.-)%s*$" );
 35 end
 36 
 37 function hideinprint(content)
 38     return content
 39 end
 40 
 41 function onlyinprint(content)
 42     return ""
 43 end
 44 
 45 -- This returns a string with HTML character entities for wikitext markup characters.
 46 function wikiescape(text)
 47     text = text:gsub( '[&\'%[%]{|}]', {    
 48             ['&'] = '&',    
 49             ["'"] = ''',    
 50             ['['] = '[',    
 51             [']'] = ']',	
 52             ['{'] = '{',	
 53             ['|'] = '|',	
 54             ['}'] = '}' } );
 55     return text;
 56 end
 57 
 58 function createTag(t, frame)
 59     local name = t.name or "!-- --"
 60     local content = t.contents or ""
 61     local attrs = {}
 62     if ( z.extensiontags[name] ) then
 63         -- We have to preprocess these, so that they are properly turned into so-called "strip markers" in the generated wikitext.
 64         if ( not frame ) then error ("Please supply an extra frame argument to the createTag() function.") end
 65         local params = {}
 66         for n,v in pairs(t.params) do
 67             table.insert(params, "|" .. n .. "=" .. v)
 68         end
 69         return frame:preprocess("{{#tag:" .. name .. "|" .. content .. table.concat(params) .. "}}")
 70     else   
 71         for n,v in pairs(t.params) do
 72             if (v) then
 73                 table.insert(attrs, n .. "=\"" .. wikiescape(v) .. "\"")
 74             else
 75                 table.insert(attrs, n)
 76             end
 77         end
 78         if ("" == content) then
 79             return "<" .. name .. " " .. table.concat(attrs, " ") .. "/>"
 80         else
 81             return "<" .. name .. " " .. table.concat(attrs, " ") .. ">" .. content .. "</" .. name .. ">"
 82         end
 83     end
 84 end
 85 
 86 --[[
 87 This is a clone of mw.text.nowiki.  When the mw.text library is installed,
 88 this can be replaced by a call to that library. ]]
 89 function nowiki( s )
 90     -- string.gsub is safe here, because we're only caring about ASCII chars
 91     s = string.gsub( s, '["&\'<=>%[%]{|}]', {
 92         ['"'] = '&#34;',
 93         ['&'] = '&#38;',
 94         ["'"] = '&#39;',
 95         ['<'] = '&#60;',
 96         ['='] = '&#61;',
 97         ['>'] = '&#62;',
 98         ['['] = '&#91;',
 99         [']'] = '&#93;',
100         ['{'] = '&#123;',
101         ['|'] = '&#124;',
102         ['}'] = '&#125;',
103     } )
104     s = string.sub( string.gsub( '\n' .. s, '\n[#*:;]', {
105         ["\n#"] = "\n&#35;",
106         ["\n*"] = "\n&#42;",
107         ["\n:"] = "\n&#58;",
108         ["\n;"] = "\n&#59;",
109     } ), 2 )
110     s = string.gsub( s, '://', '&#58;//' )
111     s = string.gsub( s, 'ISBN ', 'ISBN&#32;' )
112     s = string.gsub( s, 'RFC ', 'RFC&#32;' )
113 
114     return s
115 end
116 
117 function externallinkid(args)
118     local sep = args.separator or "&nbsp;"
119     args.suffix = args.suffix or ""
120     local url_string = args.id
121     if args.encode == true or args.encode == nil then
122         url_string = mw.uri.encode( url_string );
123     end
124     
125     local t0 = onlyinprint(args.label .. sep .. args.id)
126     local t1 = hideinprint("[[" .. args.link .. "|" .. args.label .. "]]" .. sep .. "[" .. args.prefix .. url_string .. args.suffix .. " " .. nowiki(args.id) .. "]")
127     
128     return t0 .. t1
129 end
130 
131 function doi(id, inactive, nocat)
132     local cat = ""
133     local text;
134     if ( inactive ~= nil ) then 
135         text = "[[Digital object identifier|doi]]:" .. id;
136         cat = cat .. "[[Category:Pages with DOIs inactive since " .. selectyear(inactive) .. "]]"
137         inactive = " (inactive " .. inactive .. ")" 
138     else 
139         text = externallinkid({link="Digital object identifier",label="doi",prefix="http://dx.doi.org/",id=id,separator=":"})
140         inactive = "" 
141     end
142     if ( string.sub(id,1,3) ~= "10." ) then
143         cat = cat .. "[[Category:Pages with DOI errors]]" .. '<span class="error"> Bad DOI (expected "10." prefix) in code number</span>'
144     end
145     if ( nocat and nocat ~= "" ) then cat = "" end
146     return text .. inactive .. cat    
147 end
148 
149 function selectyear( str )
150     local lang = mw.getContentLanguage();
151     local good, result;
152     good, result = pcall( lang.formatDate, lang, 'Y', str )
153     if good then 
154         return result;
155     else
156         return '';
157     end
158 end
159 
160 function anchorid(label, args)
161     local P1 = trim(args[1]) or ""
162     local P2 = trim(args[2]) or ""
163     local P3 = trim(args[3]) or ""
164     local P4 = trim(args[4]) or ""
165     local P5 = trim(args[5]) or ""
166     local anchor = P1 .. P2 .. P3 .. P4 .. P5;
167     if anchor ~= '' then  -- See bug description in Citation/CS1
168         anchor = mw.uri.anchorEncode( anchor );
169     end
170     
171     return label .. anchor
172 end
173 
174 function refid(label, args)
175     local p = args.p or ""
176     local pp = args.pp or ""
177     local loc = args.loc or ""
178     return anchorid(label, args) .. p .. pp .. loc    
179 end
180 
181 function name(args)
182     local P1 = trim(args[1]) or ""
183     if ( args[5] ~= nil) then
184         return P1 .. " et al."
185     else
186         local P2 = trim(args[2]) or ""
187         local P3 = trim(args[3]) or "" 
188         local P4 = trim(args[4]) or ""
189         if ( args[4] ~= nil ) then
190             P4 = " " .. P4
191             P3 = " &amp; " .. P3
192             P2 = ", " .. P2
193         elseif ( args[3] ~= nil ) then
194             P3 = " " .. P3
195             P2 = " &amp; " .. P2
196         elseif ( args[2] ~= nil ) then
197             P2 = " " .. P2            
198         end
199         return P1 .. P2 .. P3 .. P4
200     end 
201 end
202 
203 function crossref(frame, label, args)
204     local config = frame.args -- the arguments passed BY the template, in the wikitext of the template itself
205     local LB = config.BracketLeft or ""
206     local RB = config.BracketRight or ""
207     local anchor = args.ref or args.Ref or anchorid( label, args)
208     local text = name(args)
209     local loc = args.loc
210     local page
211     local pages = args.pp or args.pages
212     if pages == nil or pages == '' then
213         page = args.p or args.page;
214     end 
215     if nil == loc then loc = "" else loc = " " .. loc end
216     if ( page ~= nil ) then
217         local pagesep = config.PageSep or ", p.&nbsp;"
218         loc = loc .. pagesep .. page
219     end
220     if ( pages ~= nil ) then
221         local pagessep = config.PagesSep or ", pp.&nbsp;"
222         loc = loc .. pagessep .. pages
223     end        
224     local pagename = args.pagename or ""
225     local ps = args.Postscript or ""
226     return LB .. "[[" .. pagename .. "#" .. anchor .. "|" .. text .. "]]" .. loc .. RB .. ps
227 end
228 
229 function r0(frame, name, group, page)
230     if ( name == nil ) then return "" end
231     if ( group == nil ) then group = "" end
232     local p = ""
233     if ( page ~= nil ) then 
234         local contents = ":" .. page
235         p = createTag({name="sup",contents=contents,params={class="reference",style="white-space:nowrap;"}}) 
236     end
237     return createTag({name="ref",contents="",params={name=name,group=group}}, frame) .. p
238 end
239 
240 function reflist0(frame, config, args)
241     local contents = args.refs or ""
242     local liststyle = args.liststyle
243     local count = args[1]
244     local width = args.colwidth
245     local group = args.group or config.default_group
246     if ( nil == tonumber(count) and nil == width ) then 
247         width = count
248         count = nil
249     end
250     if ( nil == liststyle ) then
251         if ( "upper-alpha" == group or "lower-alpha" == group or "upper-roman" == group or "lower-roman" == group or "upper-greek" == group or "lower-greek" == group ) then
252             liststyle = group
253         else
254             liststyle = config.default_liststyle
255         end
256     end
257     local params = {}
258     params.class = "reflist"    
259     params.style = z.wikitext.liststyle(liststyle)
260     if ( nil ~= count ) then        
261         params.class = params.class .. " references-column-count references-column-count-" .. count
262         params.style = params.style .. " " .. z.wikitext.columncountstyle(count)
263     end    
264     if ( nil ~= width ) then
265         params.class = params.class .. " references-column-width"
266         params.style = params.style .. " " .. z.wikitext.columnwidthstyle(width)
267     end
268     local references = createTag({name="references",contents=contents,params={group=group}}, frame)
269     return createTag({name="div",contents=references,params=params})
270 end
271 
272 function refbegin0(frame, config, args)
273     local liststyle = args.liststyle
274     local indent = args.indent
275     local indentsize = args.indentsize
276     local count = args[1]
277     local width = args.colwidth
278     if ( nil == tonumber(count) and nil == width ) then 
279         width = count
280         count = nil
281     end
282     if ( nil == liststyle ) then
283         if ( "upper-alpha" == group or "lower-alpha" == group or "upper-roman" == group or "lower-roman" == group or "upper-greek" == group or "lower-greek" == group ) then
284             liststyle = group
285         else
286             liststyle = config.default_liststyle
287         end
288     end
289     local params = {}
290     params.class = "refbegin"
291     params.style = z.wikitext.liststyle(liststyle)
292     if ( nil ~= count ) then        
293         params.class = params.class .. " references-column-count references-column-count-" .. count
294         params.style = params.style .. " " .. z.wikitext.columncountstyle(count)
295     end    
296     if ( nil ~= width ) then
297         params.class = params.class .. " references-column-width"
298         params.style = params.style .. " " .. z.wikitext.columnwidthstyle(width)
299     end
300     local dlopen
301     if ( nil ~= indent ) then
302         dlopen = z.wikitext.OpenHTMLTag({name="dl",params={style="text-indent: -" .. (indentsize or "3.2") .. "em;"}})
303     else
304         dlopen = ""
305     end
306     return z.wikitext.OpenHTMLTag({name="div",params=params}) .. dlopen
307 end
308 
309 function refend0(frame, config, args)
310     local indent = args.indent
311     local dlclose
312     if ( nil ~= indent ) then
313         dlclose = "</dl>"
314     else
315         dlclose = ""
316     end
317     return dlclose .. "</div>"
318 end
319 
320 -- This is used by {{doi}} to create DOI links in the style used in citations.
321 function z.doi(frame)
322     local pframe = frame:getParent()
323     local id = pframe.args.id or pframe.args[1] or ""
324     return doi(id)
325 end
326 
327 -- This is used by {{ISSN}} to create ISSN links in the style used in citations.
328 function z.ISSN(frame)
329     local pframe = frame:getParent()
330     local Name = pframe.args[1] or ""
331     return hideinprint("[[International Standard Serial Number|ISSN]]&nbsp;[http://www.worldcat.org/search?fq=x0:jrnl&q=n2:" .. Name .. " " .. Name .. "]")
332 end
333 
334 -- This is used by templates such as {{SfnRef}} to create the (encoded) anchor name for a Harvard cross-reference hyperlink.
335 function z.SFNID(frame)
336     local pframe = frame:getParent()
337     return anchorid('FOOTNOTE', pframe.args)
338 end
339 
340 -- This is used by templates such as {{Harvard citation}} to create the Harvard cross-reference text.
341 function z.Harvard(frame)
342     local pframe = frame:getParent()
343     return crossref(frame, pframe.args)
344 end
345 
346 -- This is used by templates such as {{sfn}} to create the entire cross-reference.
347 function z.sfn(frame)
348     local pframe = frame:getParent()
349     pframe.args.Postscript = pframe.args.postscript or pframe.args.ps or ".";
350     
351     local content = crossref(frame, 'CITEREF', pframe.args)
352     local args = { name = refid( 'FOOTNOTE', pframe.args) }
353     return createTag({name = "ref", contents = content, params = args}, frame)
354 end
355 
356 -- This is used by template {{r}}.
357 function z.r(frame)
358     local pframe = frame:getParent()
359     local config = frame.args -- the arguments passed BY the template, in the wikitext of the template itself
360     local args = pframe.args -- the arguments passed TO the template, in the wikitext that instantiates the template
361     args.page1 = args.page1 or args.page
362     local text = ""
363     -- This would be shorter using ipairs(), but that doesn't work on an arguments table supplied to a template.
364     local index = 1
365     while args[index] ~= nil do
366         local arg = args[index]
367         local t = r0(frame, arg, args.group, args["page" .. index])
368         text = text .. t
369         index = index + 1
370     end
371     return text
372 end
373 
374 -- This is used by template {{ref label}}.
375 function z.reflabel(frame)
376     local pframe = frame:getParent()
377     local config = frame.args -- the arguments passed BY the template, in the wikitext of the template itself
378     local args = pframe.args -- the arguments passed TO the template, in the wikitext that instantiates the template
379     local P1 = args[1] or ""
380     local P2 = args[2] or ""
381     local P3 = args[3] or ""
382     local id = nil
383     local contents = "[[#endnote_" .. P1 .. P3 .. "|&#91;" .. P2 .. "&#93;]]"
384     local params = {}
385     params.class="reference"
386     if ( args.noid == nil or args.noid == "" ) then params.id = "ref_" .. P1 .. P3 end
387     return createTag({name="sup",contents=contents,params=params})
388 end
389 
390 -- This is used by template {{note label}}.
391 function z.notelabel(frame)
392     local pframe = frame:getParent()
393     local config = frame.args -- the arguments passed BY the template, in the wikitext of the template itself
394     local args = pframe.args -- the arguments passed TO the template, in the wikitext that instantiates the template
395     local id = args[1] or ""
396     local arrow = args[3] or ""
397     local postscript = args[4] or ""
398     local contents 
399     if arrow ~= "" then
400         local sup_arrow = createTag({name="sup",contents=arrow,params={}})
401         contents = "[[#ref_" .. id .. arrow .. "|<b>" .. sup_arrow .. "</b>]]" .. postscript
402         if "none" == arrow then arrow = "^" end -- Change this AFTER using it in the ID parameter and the contents.
403     else
404         contents = (args[2] or "") .. postscript
405     end
406     local params = { class="citation wikicite" }
407     if id ~= "" and ( args.noid == nil or args.noid == "" ) then 
408         params.id = mw.uri.anchorEncode("endnote_" .. id .. arrow)
409     end
410     return createTag({name="span",contents=contents,params=params})
411 end
412 
413 -- This is used by templates {{reflist}} and {{notelist}}.
414 function z.reflist(frame)
415     local pframe = frame:getParent()
416     local config = frame.args -- the arguments passed BY the template, in the wikitext of the template itself
417     local args = pframe.args -- the arguments passed TO the template, in the wikitext that instantiates the template
418     return reflist0(frame, config, args)
419 end
420 
421 -- This is used by template {{refbegin}}.
422 function z.refbegin(frame)
423     local pframe = frame:getParent()
424     local config = frame.args -- the arguments passed BY the template, in the wikitext of the template itself
425     local args = pframe.args -- the arguments passed TO the template, in the wikitext that instantiates the template
426     return refbegin0(frame, config, args)
427 end
428 
429 -- This is used by template {{refend}}.
430 function z.refend(frame)
431     local pframe = frame:getParent()
432     local config = frame.args -- the arguments passed BY the template, in the wikitext of the template itself
433     local args = pframe.args -- the arguments passed TO the template, in the wikitext that instantiates the template
434     return refend0(frame, config, args)
435 end
436 
437 -- This is used by template {{efn}}.
438 function z.efn(frame)
439     local pframe = frame:getParent()
440     local config = frame.args -- the arguments passed BY the template, in the wikitext of the template itself
441     local args = pframe.args -- the arguments passed TO the template, in the wikitext that instantiates the template
442     return createTag({name="ref",contents=(args[1] or ""),params={name=args.name,group=config.default_group}}, frame)
443 end
444 
445 return z
446 ---------------------------------------------------------------------
447 --NOTES
448 --
449 -- NOTE A1: This Lua module was originally designed to handle a mix
450 --      of citation styles, crossing Vancouver style with Wikipedia's
451 --      local Citation Style 1 (CS1) from {Template:Citation/core}.
452 --      However, the conflicting positions of parameters, scattered
453 --      in twisted locations across this module, led to a separate
454 --      variation just to untangle the CS1 format of citations.
455 --
456 -- NOTE D2: The placement of dots and other separators between the
457 --      displayed parameters has been a continual headache, to keep
458 --      coordinated with the data in parentheses "(data)". There
459 --      has been a need to pre-check for the existence of related
460 --      options, to keep from putting double-dots ".." in some cases.
461 --      In particular, the omission of the "title=" parameter has led
462 --      to several cases of a spurious dot ". ." because the original
463 --      design had treated the title as a mandatory parameter.
464 --
465 ------------------------------------------------------------------------
466 --HISTORY:
467 --18Oct2012 Fixed lead-space in Chapter by omitting " ".
468 --18Oct2012 Fixed lead-space in Chapter/Title as end " " of Authors/Date/...
469 --19Oct2012 Put HISTORY comments to log major changes (not typos).
470 --19Oct2012 Fixed extra dot ".." in Title by omitting at end of "tcommon=...".
471 --19Oct2012 For pages, put &nbsp in "p.&nbsp;" etc.
472 --19Oct2012 Enhanced "pages=" to detect lone page as "p." else "pp." prefix.
473 --19Oct2012 Fixed to show "." after Periodical name (work, newspaper...).
474 --19Oct2012 Fixed web-link to have spaces "[...  Archived] from the original".
475 --19Oct2012 Fixed to show ";" between authors & coauthors.
476 --19Oct2012 Fixed to omit extra "." after coauthors.
477 --20Oct2012 Fixed COinS data to not urlencode all, as "ctx_ver=Z39.88-2004"
478 --20Oct2012 Fixed COinS to not end as "&" but use lead "&rft...=" form.
479 --20Oct2012 Fixed COinS to not url.encode page's "rfr_id=..." pagename.
480 --20Oct2012 Fixed COinS data when "web" to default to rft.genre "book".
481 --05Nov2012 Add a span wrapper even when there is no Ref parameter
482 --15Feb2013 Added Agency for "agency=xx".
483 --19Feb2013 Put NOTES comments to explain module operation.
484 --19Feb2013 Copied as Module:Citation/CS1 to alter to match wp:CS1 form.
485 --19Feb2013 Changed OrigYear to use [__] for CS1 style.
486 --19Feb2013 Fixed to not show duplicate Publisher/Agency.
487 --19Feb2013 Moved page-number parameters to after final date.
488 --19Feb2013 Fixed to not put double-dots after title again.
489 --20Feb2013 Changed to omit dot "." if already ends with dot.
490 --20Feb2013 If class "journal" shows Publisher after Periodical/Series.
491 --20Feb2013 Shifted Format to after Language, and Others after Volume.
492 --20Feb2013 Set AccessDate + <span class="reference-accessdate">
493 --20Feb2013 Fixed url when deadurl=no.
494 --20Feb2013 Added sepc for separator character between parameters.
495 --20Feb2013 Put "OCLC" for "Online Computer Library Center".
496 --20Feb2013 Fix empty "authorlink=" as person.link ~= "".
497 --20Feb2013 Added space after AuthorSep & AuthorNameSep.
498 --21Feb2013 Added args.contributor (was missing parameter).
499 --21Feb2013 Fixed EditorSep (was misspelled "EdithorSep").
500 --21Feb2013 Set OCinSdata.rft_val_fmt = "info:ofi/fmt:kev:mtx:book"
501 --21Feb2013 Checked to omit blank codes (asin= | doi= etc.).
502 --21Feb2013 Set enddot to end line if not config.CitationClass "citation".
503 --21Feb2013 Fixed to show "issn=x" as the ISSN code.
504 --21Feb2013 Fixed to show "id=x" after Zbl code.
505 --21Feb2013 Changed to omit double-dot before date when already dot.
506 --21Feb2013 Order config.CitationClass "citation": Volume, Issue, Publisher.
507 --21Feb2013 Put warning "Bad DOI (expected "10."..)" in DOI result.
508 --21Feb2013 Automatically unbolded volume+comma when > 4 long.
509 --21Feb2013 Changed to allow lowercase "asin-tld".
510 --22Feb2013 Fixed ref=harv to extract Year from Date.
511 --22Feb2013 Set Harvard refer. span id if config.CitationClass "citation".
512 --22Feb2013 Fixed config.CitationClass "citation" as span class="citation".
513 --22Feb2013 Capitalized "Archived/Retrieved" only when sepc is dot ".".
514 --23Feb2013 Fixed author editor for "in" or "In" and put space after sepc.
515 --23Feb2013 Changed to omit dot in "et al." when sepc is "." separator.
516 --23Feb2013 Fixed "author1-first" to also get args.given or args.given1.
517 --23Feb2013 Fixed args.article to set Title, after Periodical is Title.
518 --23Feb2013 Fixed to allow blank Title (such as "contribution=mytitle").
519 --23Feb2013 Fixed double-dot ".." at end of Editors list
520 --26Feb2013 Moved "issue=" data to show before "page=".
521 --26Feb2013 Moved "type=" data to show after "format=".
522 --26Feb2013 For "pmc=" link, omitted suffix "/?tool=pmcentrez".
523 --27Feb2013 For coauthors, omitted extra separator after authors.
524 --27Feb2013 For date, allowed empty date to use month/day/year.
525 --27Feb2013 Fixed double-dot ".." at end of authors/coauthors list.
526 --27Feb2013 Reset editor suffix as ", ed." when date exists.
527 --27Feb2013 Removed duplicate display of "others=" data.
528 --27Feb2013 Removed parentheses "( )" around "department" TitleNote.
529 --05Mar2013 Moved Language to follow Periodical or Series.
530 --05Mar2013 Fixed Edition to follow Series or Volume.
531 --05Mar2013 Fixed class encyclopaedia to show article as quoted Chapter.
532 --05Mar2013 Fixed class encyclopaedia to show page as "pp." or "p.".
533 --07Mar2013 Changed class encyclopaedia to omit "( )" around publisher.
534 --07Mar2013 Fixed end double-dot by string.sub(idcommon,-1,-1) was "-1,1".
535 --13Mar2013 Removed enddot "." after "quote=" parameter.
536 --13Mar2013 Changed config.CitationClass "news" to use "p." page format.
537 --13Mar2013 Fixed missing "location=" when "web" or "encyclopaedia".
538 --14Mar2013 Fixed end double-dot after book/work title.
539 --14Mar2013 Fixed double-dot before "p." or "pp." page number.
540 --14Mar2013 Fixed config.CitationClass "book" to use p./pp. page.
541 --
542 --End