# biblatex: how to match the Journal of Finance bibliographic style?

I need to achieve a bibliographic style that is extremely common in the Finance/Econ literature: the Journal of Finance bibliographic style.

Using natbib has proven to be a nightmare when one needs a bit more flexibility.

biblatex seems to be the ideal solution (more modern, more flexible), but I have been unable to match the desired output.

Here is a sample bib. file:

@article{graham2005economic,
title={The economic implications of corporate financial reporting},
author={Graham, John R and Harvey, Campbell R and Rajgopal, Shiva},
journal={Journal of Accounting and Economics},
volume={40},
number={1},
pages={3--73},
year={2005},
publisher={Elsevier}
}


Citations should appear in the bibliography as:

• Graham, J. R., Harvey, C. R., and Rajgopal, S. (2005) The economic implications of corporate financial reporting, Journal of Accounting and Economics 40, 3–73.

As you can see, there are some important details about the bibliographic style.

• Use initials rather than first name of authors. If the author has two initials, a space goes between them (e.g. Denis, D. J. rather than Denis, D.J.). For all authors (not just the first author), the initials come after the last name.
• A comma separates all authors’ names. An “and” comes before the name of the last author.
• There is no comma after the final initial of the final author. The year, in parentheses, immediately follows.
• There is no period after the year. Then follows the title of the paper, which is not in quotation marks. Only the first word is capitalized (except for any words that follow a colon)
• The title is followed by a comma, and then the journal name in italics
• There is no comma after the journal name. Then there is the journal volume (in BOLD), then a comma, and then the page numbers. The page numbers are separated by an “en” dash (–), not a hyphen (-). The full page numbers are given. For example, rather than 256–89, it should be 256–289. A period is after the page numbers.

Last, in the main text

• For any paper which contains four authors or more, cite them as “Brown et al.” where Brown is the first author
• For any papers that are cited within a phrase in parentheses, the year of the paper does not go in parentheses, a comma comes between the authors’ names and the year, and a semi-colon separates each paper, e.g. “Mergers and acquisitions are often motivated by non-value-maximizing reasons (e.g., Jensen, 1993; Grinstein and Hribar, 2004; Harford and Li, 2007).”

It it possible to replicate this bibliographic style with biblatex? Thanks!!

• What is JF style? Is that for some journal? Note that biblatex is not accepted by many publishers. What did you try so far? If you use the standard style=authoryear what do you miss? – moewe Jul 9 '17 at 16:29
• Please note that normally questions on this site revolve around a particular issue (i.e. 'how can I obtain initials of author names') rather than 'please make that style for me'. Implementing a full bibliography style can be beyond the scope of this site. And in order to do it properly we need to know much more details than what you have shown us. How are books, chapters in collections, online sources ... formatted? What about if a journal also has a number and not only a volume? What about DOIs? – moewe Jul 9 '17 at 16:32
• thanks @moewe, at this point only the appearance of the bibiography matters. I am using natbib but for some reasons I am unable to use the jf bibliography style that is available here academic.oup.com/DocumentLibrary/ROF/ROFFIN.zip – ℕʘʘḆḽḘ Jul 9 '17 at 16:36
• Do you want to continue using natbib? You have tagged your question with biblatex, biblatex is incompatible with natbib, so maybe you should re-tag your question. – moewe Jul 9 '17 at 16:38

This should give you something to start from

\documentclass{article}
\usepackage[style=authoryear,
backend=biber,
giveninits=true,
uniquelist = false,
uniquename=init,
isbn=false,
maxcitenames=3,
dashed=false,
maxbibnames=999,
doi=false,
url=false]{biblatex}

%\setlength{\bibhang}{0pt}

\DeclareNameAlias{sortname}{family-given}

\DeclareFieldFormat
[article,inbook,incollection,inproceedings,patent,thesis,unpublished]
{title}{#1}

\DeclareFieldFormat{titlecase}{\MakeSentenceCase*{#1}}

\renewbibmacro*{in:}{%
\ifentrytype{article}
{\printtext{\bibstring{in}\intitlepunct}}}

\DeclareFieldFormat{journaltitlecase}{#1}

\renewbibmacro*{journal}{%
\ifboolexpr{
test {\iffieldundef{journaltitle}}
and
test {\iffieldundef{journalsubtitle}}
}
{}
{\printtext[journaltitle]{%
\printfield[journaltitlecase]{journaltitle}%
\setunit{\subtitlepunct}%
\printfield[journaltitlecase]{journalsubtitle}}}}

\renewbibmacro*{volume+number+eid}{%
\printfield{volume}%
\printfield{eid}}

\DeclareFieldFormat[article,periodical]{volume}{\mkbibbold{#1}}% volume of a journal

\DeclareFieldFormat{pages}{#1}

\begin{document}
\textcite{sigfridsson,worman,geer,maron}

\parencite[e.g.,][]{nussbaum,companion}

\printbibliography
\end{document}


• thanks that is amazing. Is there a way to fulfill the requirements for the in-text citations? that is, For any papers that are cited within a phrase in parentheses, the year of the paper does not go in parentheses, a comma comes between the authors’ names and the year, and a semi-colon separates each paper, e.g. “Mergers and acquisitions are often motivated by non-value-maximizing reasons (e.g., Jensen, 1993; Grinstein and Hribar, 2004; Harford and Li, 2007).” – ℕʘʘḆḽḘ Jul 9 '17 at 16:51
• @Noobie Done. I also changed a few other things according to the example document you linked to. – moewe Jul 9 '17 at 16:55
• I am using the \documentclass[12pt,captions=nooneline,DIV=14, parskip=half]{scrartcl} document class. When I use \usepackage[backend=biber,citestyle=authoryear,isbn=false,backref=false,maxcitenames=3,maxbibnames=99,doi=false,url=false,uniquename=false,firstinits=true,bibstyle=authoryear]{biblatex}  I get Undefined control sequence \DeclareDelimFormat and when I use your syntax \usepackage[style=authoryear, backend=biber, giveninits=true, uniquename=init]{biblatex} I get package xkeyval error: giveninits undefined in families blx@opt@pre. What is the problem here? – ℕʘʘḆḽḘ Jul 9 '17 at 17:09
• @Noobie Your version of biblatex is outdated. A few versions ago some options were renamed. My code uses the new names and a few new commands that are only available with a reasonably recently version of biblatex. (I run 3.7.) – moewe Jul 9 '17 at 17:42
• Note further that citestyle=authoryear, ... ,bibst‌​yle=authoryear is equivalent to style=authoryear. Furthermore, maxcitenames=3 is the default. backref=false is also standard. – moewe Jul 9 '17 at 17:44