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I also had this problem. I resolved it using egreg's answer, but I still had problems with cleveref references to parts (the numerals were still lowercase). I resolved this second problem adding this line in the header: \crefformat{part}{Part #2\MakeUppercase{#1}#3} or if you don't want the capitalized P: \crefformat{part}{part #2\MakeUppercase{#1}#3}

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You can set a prenote - arbitrary text - to be used just after the heading has been set: \defbibnote{legaldoc}{\markboth{Legal Documents}{Legal Documents}} \printbibliography[title=Legal Documents,prenote=legaldoc] The above legaldoc note overrides whatever other marks have been set.

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The problem is due to shorttoc that seizes the initiative and applies \uppercase to the title. \documentclass[graybox,envcountchap,sectrefs]{svmono} \usepackage{shorttoc} \usepackage{emptypage} \usepackage{biblatex} \bibliography{lit.bib} \makeindex % patch \shorttableofcontents \usepackage{etoolbox} \patchcmd{\shorttableofcontents} {\uppercase{#1}}...

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This is as a result of shorttoc, which issues \uppercase for the header marks. You can change this by using \usepackage{shorttoc,regexpatch} \makeatletter \xpatchcmd*{\shorttableofcontents}{\uppercase}{}{}{}% Remove all \uppercase \makeatother

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Handling LuaTeX with hyperref and lacking the unicode option is going to be tricky, but the other cases can all be covered by forcing expansion. You have to remember that hyperref is seeing not the result of the case changing but the input, otherwise. Something like \usepackage{xparse,letltxmacro} \LetLtxMacro\oldsection\section \makeatletter \...

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Not easy, but not too difficult either. Make a copy of plain.bst, naming it plainnote.bst, and add FUNCTION {format.note} { note empty\$ { "" } { note #1 #1 substring\$ "u" change.case\$ note #2 note text.length\$ #1 - substring\$ *} if\$ } somewhere, I put it just before FUNCTION {format.authors}. The purpose of the function is to get the ...

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