%% %% \iffalse filename: quickstart.dtx \fi %% %<*driver> \input driver \thisis{quickstart}{Quick Start} This is a file used only for production of documentation. %\endinput % %<*doc> You've done the research, your stack of cases and articles is overflowing, the ideas are swimming in your head, and are ready to start writing. But as you open your document, a troubling question creeps in. \emph{Will you format citations as you write?} That will interrupt your train of thought every few minutes as you pull out the style guide. And as you edit and rearrange, your citations will need to be redone many times over. All those \emph{supra} and \emph{id.\@} citations will quickly become out of place and perhaps unintelligible as you polish the text. \emph{Or will you put off citation formatting for later?} In that case your coauthors and draft reviewers will see a mess of an unfinished paper. And you'll have to reserve hours or days before submitting for publication, to slog through an unrewarding round of citation formatting. \hia* offers a better way. With it, you can type citations in your writing concisely and efficiently, but with all the features of a rich legal citation system. You can edit and reorganize with almost no need to manually update existing citations in your document. And you can produce correctly formatted citations at any stage of the writing process, so that when you and others are reviewing drafts, you aren't distracted by incomplete formatting. I have been developing \hia* since I started law school in 2004. In the years since, I have used it to format tens of thousands of citations in hundreds of legal briefs, administrative comments, and journal articles. It produces tables of authorities without hesitation and handles lengthy law review pieces without difficulty. I can confidently polish my pieces right up to the deadline, knowing that my \emph{supra} and \emph{id.}\ citations will still be perfect after a recompile. Most importantly, when the computer handles the appearance of my writing, I get to focus on the substance. This has made the writing process far more rewarding and enjoyable. Have you ever read through one of your own drafts and thought, ``Part II.A really belongs after II.B, but it'll be too much trouble to fix the footnotes''? I don't. \hia* lets me strive toward my best work, rather than settling for the easy but imperfect. To me, \hia* is an indispensable tool for legal writing. I hope it will also become your choice hereinafter. \section{Quick Start Guide} This introductory guide will show the basic concepts you'll need to use \hia* to add citations to your document. As with other automated citation systems, you will need to do two things: \begin{enumerate} \item Define your references (cases, books, articles, and so on) by entering bibliographic information for them. \item Cite references by entering citation commands into your document. \end{enumerate} Importantly, these two steps do not need to be done in order. In my personal workflow, I will often first write, entering citation commands for references that I've read but have not defined. I find that this order preserves my train of thought best. \hia* displays a list of undefined references and other missing items at the end of document compilation, conveniently letting you know what needs to be fixed. \subsection{Prerequisites} At this stage, I assume that you have general knowledge both of legal citation and of the \LaTeX\ typesetting system. \hia* operates purely within \LaTeX, and is controlled by commands described below in this manual. To begin, you should include the package in the preamble of your document: \begin{demo} |\usepackage|\oarg{options}|{hicite}| \end{demo} The \meta{options} are described in \sec{options}. The most important of these are the options \opt{review} and \opt{memo}, which determine whether the package will follow the rules for law review articles or for legal memoranda, respectively. \subsection{Defining References} A \emph{reference} is a single work of authority that you want to cite. In order to cite a reference in \hia*, you must ``define'' it by entering key information about the reference. To define a reference, you will need to (1) choose a nickname for the reference, (2) determine the type of reference, and (3) identify the relevant bibliographic information for the type. Part~\ref{p:alltypes} lists the available reference types; common ones are \rtype{book}, \rtype{case}, \rtype{website}, and \rtype{jrnart} (journal articles). The bibliographic information is entered as parameter-value pairs. For example: \begin{demo} |\defcase{wheaton}{| \\ | p=Wheaton,| \\ | d=Peters,| \\ | vol=33,| \\ | rep=U.S.,| \\ | page=591,| \\ | year=1834,| \\ |}| \end{demo} defines a reference named |wheaton| for the famous lawsuit between two Supreme Court reporters. For a more detailed overview of how to define references, see \sec{refs-syntax} and the sections that follow. \hia* permits for various shortcuts to simplify the definition of references. The following are equivalent to the above definition: \begin{demo} |\defcase{wheaton}{| \\ | parties=Wheaton v. Peters,| \\ | cite=33 U.S. 591,| \\ | year=1834,| \\ |}| \\ |\defcase{wheaton}{| \\ | Wheaton v. Peters, 33 U.S. 591 (1834)| \\ |}| \end{demo} Shortcuts for reference definition are described in \sec{cparse}. A wide range of types of references can be defined in \hia*. The full list, with many example definitions, is given in Part~\ref{p:alltypes}. For example, here is how one would define a reference for this manual: \begin{demo} |\defbook{hereinafter}{| \\ | author=Charles Duan,| \\ | title=Hereinafter: A Legal Citation Program,| \\ | year=|\texttt{\the\year}|,| \\ |}| \end{demo} A key difficulty with legal citation is the wide range of possible parameters to a reference definition---different types of authors, date formats, optional parentheticals, and more. \hia* provides structure to that range of possibilities, thereby offering as much flexibility as possible while retaining consistency. Consider, for example, the problem of a work written by a person employed by an institution. You may consider both the person and the institution to be the ``author.'' \hia* allows for this: \begin{demo} |\defbook{ftc-pharma}{| \\ | author=Markus H. Meier et al.,| \\ | instauth=Federal Trade Commission,| \\ | title=Overview of FTC Actions [...],| \\ | date=june 2019,| \\ |}| \end{demo} All parameters are described in Part~\ref{p:allparams}. Authors and dates are the most complex parameters; they are described in \sec{names} and \sec{dates}, respectively. \subsection{Entering Citations} To cite references in a document, the key commands are |\sentence| and |\clause|, which produce sentence-style and clause-style citations. For law review articles, these commands should be used in footnotes, and the |\note| command creates a footnote with a sentence-style citation. All of these commands receive a single argument of a citation string following a syntax described in \sec{parse}. By design, the syntax looks like a simplified legal citation. The following would generate a two-element string-cite to \emph{Wheaton v.~Peters}, describing a (hypothetical) tension between two parts of the decision: \begin{demo} \inputtext{\sentence{see, e.g., wheaton at 598 note 3 (Story, J.) (describing holding); but see wheaton at 600-602 (noting alternative views)}.} \Produces \emph{See, e.g.}, \emph{Wheaton v.~Peters}, 33 U.S. 591, 598 n.3 (1834) (Story, J.) (describing holding); \emph{but see} \emph{id.}~at 600--02 (noting alternative views). \end{demo} This example shows a number of notable features of \hia*. First, references are always cited by identifier; any short or \emph{id.}~form is selected automatically without user intervention. This means that citations are portable: They largely can be moved around the document unchanged, simplifying reorganizations of one's writing. Second, there is rich support for signals, pin cites, and parentheticals in citations. In particular, pin cites can involve page numbers, section numbers, footnotes, and more, as described in \sec{pages}. They are abbreviated automatically, as shown above. Parentheticals and signals are also ordered, arranged, and formatted appropriately. Third and perhaps most importantly, nearly all the formatting work is hidden from the writer. Abbreviations, fonts, and keywords are automatically chosen to conform to a given citation system. Importantly, this makes it easy to conform an already-written document to another citation system. If one journal prefers small caps but another does not, it is simple to produce different documents for each. \paragraph{Inline Citations} In addition to sentence and clause citations, \hia* supports citing references as parts of the text: naming a case as the subject of a sentence, for example. The relevant commands are |\inline|, |\Inline|, |\adjective|, and |\Adjective| depending on whether the reference is being cited at the beginning of a sentence and the part of speech the reference is taking on: \begin{demo} \inputtext{In \inline{wheaton}, the Court.... \sentence{wheaton at 603}.} \Produces In \emph{Wheaton v.~Peters}, the Court\ldots. \emph{See} 33 U.S. 591, 603 (1834). \end{demo} Note how the |\sentence| citation automatically omits the case name because it was displayed in with the previous |\inline| command. For more on the parts and syntax of sentence, clause, and inline citations, see Part~\ref{p:citations}. \subsection{Cross-References} \hia* also provides extensive support for cross-references. This requires not only commands for inserting cross-reference citations, but also commands for marking portions of the document to be referenced. The |\hilabel| command marks a part of a document for cross-referencing. Optionally, a range of a document can be marked using |\hiendlabel| as follows: \begin{demo} |\hilabel{keypart}| \\ |This is the key part!| \\ |\hiendlabel{keypart}| \end{demo} The command automatically chooses the best way to refer to the marked section depending on where it is used: \begin{itemize} \item When called in a footnote, the cross-reference is to the footnote number. \item When used in a figure, the cross-reference is to the figure number. \item When used in main body text, \hia* chooses a cross-reference form depending on the document type: page numbers for a \opt{memo}-style document, and nearest footnotes for a \opt{review}-style document (``text accompanying notes \emph{x}--\emph{y}''). \end{itemize} Additional commands give further options for cross-references. The |\hisectlabel| command can label sections by number, and |\hitanlabel| (terminated with |\hiendtanlabel|) produces a cross-reference citation to both text and footnotes (written as ``notes \emph{x}--\emph{y} and accompanying text''). To insert a cross-reference, simply use a citation to the reference \rtype{this} with the cross-reference label as the pincite: \begin{demo} |\sentence{see this at keypart}.| \end{demo} Again, the value of this cross-referencing system is that the cited numbers automatically update as the document is edited, minimizing the amount of manual updating. The full cross-referencing system is described in \sec{xref}. \subsection{Additional Features} In addition to the above, \hia* provides additional features of interest to many authors of legal documents: \begin{itemize} \item It can produce tables of authorities, as described in \sec{toa}. \item It can switch footnotes into endnotes, as described in \sec{endnotes}. \item It can manage abbreviations in text, as described in for reference type \rtype{abbrev}, properly inserting the full version and an explanatory parenthetical the first time the term is used. \item It properly line-breaks URLs, as described in \sec{urls}, avoiding unsightly gaps; it also provides several alternate means of presenting URLs in documments. \end{itemize} These, of course, are in addition to the many features of \hia* that you \emph{don't have to think about anymore}: abbreviations, short citations, font selection, \emph{supra} note numbers, and more. %