Okay, I've made some progress! Thankfully, the authorconversion rules can be overridden using some of the methods defined in publ-ini.mkiv. I now have something like this in my rendering's .mkvi file:

```
\doifelse {\currentbtxcitealternative} {entry} {
% Normal order for in-text citations
\btxflushauthornormal{author}
} {
% Inverted order for list citations
% TODO: need to print the first name inverted, with all subsequent names in normal order
\btxflushauthorinverted{author}
}
```

This fixes the citation alternative-dependent authorconversion, but I still have to do the same for the etallimit and etaldisplay settings, and unfortunately, it doesn't look like there are similar commands for overriding this locally.

Digging a bit more in publ-imp-chicago.lua and publ-imp-chicago.mkvi, I notice that it deals with a similar problem for the "editor" field: if the editor occurs in the "author" position (i.e., at the start of the citation, which happens when a book has an editor but no author), then the authorconversion should be inverted, but if the editor occurs after the author position (which happens when a book also has an author), then its authorconversion should be normalshort. The publ-imp-chicago.lua file addresses this by specifying an "ineditor" set containing only the "editor" field (essentially making it an alias to be used later), and then publ-imp-chicago.mkvi defines a style specifically for this field. I could solve the authorconversion, etallimit, and etaldisplay problems using an "entryauthor" field, but is this actually the recommended way to do this? Using this approach, I would have to have duplicate sets for nearly all "author"-type fields to ensure that they have different formatting in entry citations than they do in the list.

Joey

On Wed, Aug 25, 2021 at 5:45 PM Joey McCollum <jmccollum20140511@gmail.com> wrote:

Hi,

I'm trying to implement a custom bibliography rendering where in-text citations (specifically, citations with alternative=entry) are not identical to the entries in the bibliography list. Following a pattern I've seen in publ-imp-chicago.mkvi, I've been able to implement most of the features I'm interested in by using conditional formatting with a mode that is specifically set for citations with the "entry" alternative. I'd also like for author names in entry citations to be different author names in list entries, in the following ways:
In entry citations, authorconversion should be normal, while in list entries, authorconversion should be inverted (more specifically, the first name should be inverted, while all subsequent names should be in normal order...but if this is too complicated, then it may be an issue for another e-mail thread, and we can just focus on normal vs. inverted for now).
In entry citations, "et al." should be used for any names after the third name, while in list entries, all names should be printed in full.
I thought that the following settings would work:

\definebtx
[sbl:\s!list]
[sbl]
[\c!otherstext=,
\c!etallimit=,
\c!etaldisplay=,
\c!etaloption=,
\c!authorconversion=inverted] % TODO: need to print the first name inverted, with all subsequent names in normal order

\definebtx
[sbl:\s!cite]
[sbl]
[\c!otherstext={\btxspace\btxlabeltext{others}}, % use et al. for truncated author / editor list
\c!etallimit=3, % don't use et al. for 3 or fewer authors
\c!etaldisplay=3, %
\c!authorconversion=\v!normal] % by default, use normal name order for in-text citations

But only the "list" settings seem to be used. I suspect this might be because the setup for "entry" citations invokes \btxhandleciteentry and therefore uses "list" settings everywhere except where I check modes for conditional formatting. But is there a command or environment I can use to change authorconversion locally, based on the current mode, in the helper methods I've defined for rendering bibliography entries?

Thanks!

Joey