nameauth — Name authority mechanism for consistency in text and index∗ Charles P. Schaum† Released 2021/02/27 Abstract The nameauth package automates the correct formatting and indexing of names for professional writing. This aids the use of a name authority and the editing process without needing to retype name references. Contents 1 Quick Start2 2.7.2 Advanced Features.. 54 1.1 Introduction..........2 2.8 Name Decisions........ 57 1.2 How to Use the Manual...3 2.8.1 Making Decisions... 58 1.3 Task Dashboard.......4 2.8.2 Testing Decisions... 61 1.4 Basic Name Concepts....5 2.9 Alternate Name Macros... 64 1.5 Basic Interface........6 2.10 Longer Examples....... 67 1.6 Quick Interface........9 2.10.1 Hooks: Intro..... 67 1.7 Macro Overview....... 12 2.10.2 Hooks: Life Dates.. 68 1.8 Various Hints......... 13 2.10.3 Hooks: Advanced... 69 2.10.4 Customization.... 77 2 Detailed Usage 17 2.11 Technical Notes........ 79 2.1 Package Options....... 17 2.11.1 General........ 79 2.2 Naming Macros........ 21 2.11.2 Package Warnings.. 80 2.2.1 \Name and \Name* .. 21 2.11.3 Debugging/Errors.. 81 2.2.2 Forenames: \FName .. 22 2.11.4 Obsolete Syntax... 84 2.2.3 Variant Names.... 23 2.11.5 Name Patterns.... 85 2.3 Language Topics....... 25 2.11.6 Active Unicode.... 86 2.3.1 Affixes......... 25 2.11.7 LATEX Engines.... 88 2.3.2 Listing by Surname. 26 2.3.3 Eastern Names.... 26 3 Implementation 91 2.3.4 Particles........ 27 3.1 Flags and Registers...... 91 2.3.5 Medieval/Ancient.. 29 3.2 Hooks............. 93 2.4 Indexing Macros....... 34 3.3 Package Options....... 94 2.4.1 General Macros.... 34 3.4 Internal Macros........ 95 2.4.2 Index Sorting..... 41 3.5 Prefix Macros......... 110 2.4.3 Index Tags...... 43 3.6 General User Interface.... 114 2.5 “Text Tags”.......... 46 2.6 Basic Formatting....... 47 4 Change History 140 2.7 Alternate Formatting..... 51 2.7.1 Basic Features.... 51 5 Index 143 ∗This file describes version 3.6, last revised 2021/02/27. †E-mail: charles[dot][email protected] 1 1 Quick Start Disclaimer Names are about real people; examples should be too. This manual mentions notable figures both living and deceased. All names herein are meant to be used respectfully, for teaching purposes only. At no time is any disrespect or bias intended. 1.1 Introduction A name authority is a canonical, scholarly list of name forms to which all variant name forms and aliases must refer. The task dashboard (Section 1.3) guides one to various areas of interest. To load the defaults, simply type: \usepackage{nameauth} The nameauth macros permit ambiguity because name forms are ambiguous unless they are put into a cultural context. Therefore, keep it simple. Use the quick interface. Use the fewest number of nameauth macros for one’s use case. Package Design and Features The editorial process for book-length projects may require one to add, delete, or relocate text. Several issues emerge from this: • Professional writing needs a full name form to introduce a person, using shorter forms thereafter. Moving text may require re-checking names. • If a name is keyed to another name or narrative event, moving text may require checking for anachronistic references. • Including special information in the index, such as including non-Latin script name forms with Latin script forms, can be complex and tedious. • Unless one is familiar with professional indexing, one might create incorrect index entries. • One must check if any names straddle page breaks and index them. The nameauth package provides automated solutions for all points above at the time of writing. Names become abstractions; they are verbs that alter state and nouns that have state. That improves accuracy and consistency: • Automate name forms. First uses of names have long forms. Later uses are short by default. Names vary in the text, but not in the index. • Implement cross-cultural, multilingual naming conventions. • Implement complex name formatting using conditional elements. • Improve indexing with automatic sorting and tagging, and cross- reference control. Indexing rules are based on Nancy C. Mulvany, Indexing Books (Chicago: University of Chicago Press, 1994). All refer- ences [Mulvany] refer to this edition. • Associate and retrieve information bound to names. 2 Basic Index: For example, from a biography written a century ago, we show reordered Douglass, Frederick paragraphs that require no subsequent changes. We use the “quick interface” and Bailey, Betsey no name formatting (the package default). We “forget” names at the top of the right-hand column to simulate not using them yet (Section 2.8.1): \Doug\ Frederick Douglass rose to \Doug’s Frederick Douglass’s early eminence by sheer force of character life is perhaps the most complete in- and talents that neither slavery nor dictment of the slave system ever pre- caste proscription could crush. Cir- sented at the bar of public opinion. cumstances could not prevent him \Doug\ Douglass was born in Febru- from becoming a freeman and a leader. ary, l8l7. His earliest memories cen- \Doug’s Douglass’s early life is per- tered around the private cabin of his haps the most complete indictment of grandmother, \Bailey, Betsey Bai- the slave system ever presented at the ley, who was charged with only the bar of public opinion. duty of looking after young children. \Doug\ Douglass was born in Febru- \Doug\ Douglass rose to eminence by ary, l8l7. His earliest memories cen- sheer force of character and talents tered around the private cabin of his that neither slavery nor caste proscrip- grandmother, \Bailey, Betsey Bai- tion could crush. Circumstances could ley, who was charged with only the not prevent him from becoming a free- duty of looking after young children. man and a leader. 1.2 How to Use the Manual Topics in this manual that are more basic or frequent in use are toward the front. Topics that are more complex or less-used are toward the back. As topics get more advanced, various sections mutually inform each other. For reference, throughout this manual we show simplified and complete name patterns in the margins (Section 2.11.5). These patterns control name behavior. In the early pages of the manual we also show basic index entries in the margins. Special Signs This manual uses signs and illustrative typesetting that are not built-in defaults of nameauth, but in some cases are implemented using it: We often highlight first and later uses of names (Sections 2.6, 2.8.1). † A dagger indicates “non-native” Eastern forms (Section 2.3.3). ‡ A double dagger shows usage of the obsolete syntax (Section 2.11.4). § A section mark denotes index entries of fictional names. 3.0 ← Major changes have package version numbers in the margin. ← The “dangerous bend” shows where caution is needed. Thanks Thanks to Marc van Dongen, Enrico Gregorio, Philipp Stephani, Heiko Oberdiek, Uwe Lueck, Dan Luecking and Robert Schlicht for assistance in early versions of this package. Thanks also to users for valuable feedback. 3 1.3 Task Dashboard Here we link to sections by task in order to get things done quickly. Many sections have return links at their end that bring the reader back to this page. Where do you want to go today? Quick Start Basics Basic concepts: 1.4 Package options: 2.1 Macros: 1.5, 1.6, 1.7 Name macros: 2.2.1, 2.2.2 Various hints: 1.8 Simple Variants (text/index): 2.2.3, 2.4 Language Language Western names: 2.3.1, 2.3.2 Medieval/Ancient: 2.3.5, 2.10.1 Eastern names: 2.3.1, 2.3.3 “Continental” typesetting: Particles: 2.3.4, 2.7, 2.10.3 2.7, 2.7.1, 2.7.2, 2.10.3 Index Index Page entries, index Setting up automatic sorting: 2.4.2 control, & xrefs: 2.4.1 Auto-add info to index entries: 2.4.3 Intermediate Advanced Name info database: 2.5 Various discussions about Test for the presence of names: errors: 2.3.4, 2.11.2, 2.11.3, 2.8, 2.8.1, 2.8.2 2.11.4, 2.11.5, 2.11.6 Advanced Advanced Formatting: 2.6, 2.7, 2.7.1, Link names & text to sequences 2.7.2, 2.10.1, 2.10.2, 2.10.3 of time or ideas: 2.5, 2.8.2 Customizing: 2.10.4 (history/game books) Advanced Advanced Use different formats Use nameauth with beamer to call out information: 2.5, overlays to get correct name 2.6, 2.7, 2.8.2, 2.10.1, 2.10.2, forms: Sections 2.6, 2.8, 2.10.3 (history/game books) 2.8.1, 2.8.2 For building the nameauth package, see README.md, located with this manual, and Section 2.11. 4 1.4 Basic Name Concepts We encode names in macro arguments to address multiple naming systems. Required name elements are shown in black; optional parts are in red.1 The arguments appear in the order hFNN i hSNN i hAffixi hAlternatei. Section 2.11.4 shows the obsolete syntax, which is usable but discouraged. Basic syntactic forms are: Western Name and “Non-native” Eastern Name Forename(s): Surname(s): Descriptor: hFNNi hSNNi hAffixi Personal name(s): Family name: Sobriquet/title: baptismal name of father, mother Sr., Jr., III. Christian name ancestor, vocation notable attribute multiple names origin, region origin, region praenomen2 nomen, cognomen patronym Alternate Name(s): hAlternatei In the body text, not the index, hAlternatei swaps with hFNN i for Western names and hAffixi for all other name categories.