# biblatex: Name disambiguation only for FIRST author

I use biblatex (with biber as backend and apa as style) and in my document, I cite several sources whose first author is (say) Alan Smith. Everything works fine and is cited correctly (as per APA 6th). Now I insert a citation with a co-author who has the same last name (let’s call him Bertram Smith). Bertram appears only once as a co-author (and never as a first author): on a paper authored by both Smiths and another author (Smith, Smith, & Williams, 2010; where the first author is Alan, not Bertram). Now I get two unexpected (and undesired) effects:

First, the paper with the two Smiths is references as “A. Smith, B. Smith, & Williams, 2010”. That is incorrect: According to APA, disambiguation is only needed for first authors of the same surname. Bertram is not a first author (anywhere in my document) and the fact that both names appear in the same citation does not call for any disambiguation.

Second, the name of the heavily cited first author (Alan Smith) is shown as "A. Smith" in ALL citations of works (first-) authored by him (e.g., A. Smith, 2005). This looks terrible and is incorrect as per APA. Note that Alan is the only person named “Smith” who appears as a first author in my text. Thus, he should never be disambiguated by means of his initials.

Does anyone happen to know how I can correct that? Any help would be greatly appreciated!

Edit (1): See below for a MWE.

Edit (2): I am aware that I have "uniquename" in the biblatex parameters set to "init", because I want and need that feature for some names - but not when it's unnecessary and incorrect...

\documentclass{article}
\usepackage[american]{babel}
\usepackage{filecontents}

\begin{filecontents}{myrefs.bib}
@article{smith2015,
title = {Fancy paper number one},
volume = {10},
journal = {Journal of Irrelevant Neuroscience},
author = {Smith, Adam and Johnson, Charles and Williams, Dave},
year = {2015},
pages = {624--634}
}
@article{smith2016,
title = {Another fancy paper.},
volume = {6},
journal = {Journal of Irrelevant Psychology},
author = {Smith, Adam and Smith, Bertram and Williams, Dave},
year = {2016},
pages = {10--15}
}
@article{deutsch1963,
title={Attention: Some theoretical considerations},
author={Deutsch, J Anthony and Deutsch, Diana},
journal={Psychological Review},
volume={70},
number={1},
pages={1--10},
year={1963},
}
\end{filecontents}

\usepackage{csquotes}
\usepackage[style=apa,sortcites=true,sorting=nyt,date=year,backend=biber,uniquename=init,uniquelist=true]{biblatex}
\DeclareLanguageMapping{american}{american-apa}

\begin{document}
In this sentence I refer to the heavily cited Adam \parencite{smith2015}. In this sentence, Adam has a co-author (Bertram) who \emph{never} appears as a lead author. Thus, the two names \parencite{smith2016} need not be disambiguated.

If you're wondering whether this might indeed be correct: A very famous article that is almost exclusively cited in APA style (since it's a classical psychological paper) is \emph{always} referred to as "Deutsch \& Deutsch". Sadly, not in my doc \parencite{deutsch1963}. This is not in accordance with the APA guidelines...
\printbibliography
\end{document}


• Can you please give a MWE and tell us which version of the APA style you are using? – PLK Apr 10 '16 at 20:16
• The second problem I don't think is a problem. The style adheres also to corrections to the APA guidelines, in particular, this one: blog.apastyle.org/apastyle/2014/01/… – PLK Apr 10 '16 at 20:21
• Sorry for the delay: I'm currently preparing a MWE (the original document is quite long and bulky and needs a lot of cleaning up). It'll be up in a few minutes... I'm aiming for APA 6th, which works in all other regards. I use the biblatex package with the parameter "style" set to "apa". – Robsson Apr 11 '16 at 9:06
• @PLK: No, I'm afraid that's not true. In the very blog post to which you posted a link, it explicitly says: "Although you may be tempted to include the initials every time the surname Campbell appears in the text citations, note that per APA Style, the initials should be included only when Campbell is the lead author. (...) 'as was done in previous studies (Brown & Campbell, 2004; A. Campbell et al., 1993; W. K. Campbell et al., 2005).'" – Robsson Apr 11 '16 at 9:10
• I think you are right here. I'm looking into it. It is another example of APA's badly thought out style decisions which are very hard to automate. however, you shouldn't set uniquename or uniquelist in your document as the style requires specific settings for these which it sets internally and also then partially modifies due to the difficult requirements of APA. I will make this more explicit in the next APA style release. More information here soon. – PLK Apr 12 '16 at 12:29

This was really a bug in the APA style, thank you for reporting it. I hadn't noticed because in some cases, the style was doing the right thing (but for the wrong reasons). To properly address this, I had to add a new feature to biber and a new test to biblatex (\ifuniqueprimaryauthor) which is reasonable as it can be useful for a style to know this. To try this, you'll need the latest biblatex 3.4 DEV version and the latest biber 2.5 DEV version from Sourceforge. You'll also need the, as yet unreleased v6.9 of the APA style from here: