# BibLateX - basic customization

Let's consider the MWE below

• I need the citations to truncate the authors' list to two followed by "et al", however, this setting doesn't work [based on Bernard's answer].

• Moreover, I would like the citation to be automatically encapsulated by square brackets.

• Finally, is there a quick fix to change the ampersand "&" with "and" phrase within the references?

• ADDED: (for style=ext-authoryear) how can I abbreviate first and second names of the authors with the initials? Solution: (giveninits=true in biblatex options).

\documentclass{article}
\usepackage[citestyle=authoryear,style=apa,maxcitenames=2,mincitenames=2]{biblatex}

\begin{filecontents}{\jobname.bib}
@Article{Nachbagauer2015,
author="Karin Nachbagauer and Stefan Oberpeilsteiner and Karim Sherif and Wolfgang Steiner",
title="The Use of the Adjoint Method for Solving Typical Optimization Problems in Multibody Dynamics",
journal="Journal of Computational and Nonlinear Dynamics",
year="2015",
volume="10",
number="6",
doi="10.1115/1.4028417",
url="https://doi.org/10.1115/1.4028417"
}

@Article{Dopico2014,
author="Daniel Dopico and Yitao Zhu and Adrian Sandu and Corina Sandu",
title="Direct and Adjoint Sensitivity Analysis of Ordinary Differential Equation Multibody Formulations",
journal="Journal of Computational and Nonlinear Dynamics",
year="2014",
volume="10",
number="1",
doi="10.1115/1.4026492",
url="https://doi.org/10.1115/1.4026492"
}
\end{filecontents}

\begin{document}
Hallo world \\
\cite{Nachbagauer2015}\\
\cite{Dopico2014}
\printbibliography
\end{document}


In general I recommend not to use biblatex-apa if you want a bibliography or citation style different from APA style. biblatex-apa was specifically written to comply to APA style in all its glory and with all its gory details. It can be extremely complicated to get biblatex-apa to change its behaviour even if "it should be easy".

### (min|max)citenames

citestyle=authoryear,style=apa is equivalent to style=apa. biblatex-apa, in particular its citation style, does not obey (max|min)citenames as explained in APA style in biblatex with three authors and elsewhere because the APA requires special behaviour when truncating authors. With

style=apa,citestyle=authoryear


(which is equivalent to bibstyle=apa,citestyle=authoryear) the citation style is authoryear and (min|max)citenames is honoured.

### square brackets for citations

That is very easy with styles of my biblatex-ext bundle. Simply use

citestyle=ext-authoryear


instead of citestyle=authoryear and issue

\DeclareOuterCiteDelims{parencite}{\bibopenbracket}{\bibclosebracket}


then set autocite=inline and use \autocite as your go-to citation command.

### Replace "&" with "and"

This suggests that you actually don't want (bib)style=apa at all. Maybe style=authoryear or style=ext-authoryear already gives you what you want. If you insist on apa you need

\DeclareDelimFormat[bib,biblist]{finalnamedelim}{%
\ifthenelse{\value{listcount}>\maxprtauth}
{}
{\ifthenelse{\value{liststop}>2}

\DeclareDelimFormat[bib,biblist]{finalnamedelim:apa:family-given}{%
\ifthenelse{\value{listcount}>\maxprtauth}
{}


In total with apa bibliography style

\documentclass{article}
\usepackage[style=apa,citestyle=ext-authoryear,maxcitenames=2,mincitenames=2,autocite=inline]{biblatex}

\DeclareOuterCiteDelims{parencite}{\bibopenbracket}{\bibclosebracket}

\DeclareDelimFormat[bib,biblist]{finalnamedelim}{%
\ifthenelse{\value{listcount}>\maxprtauth}
{}
{\ifthenelse{\value{liststop}>2}

\DeclareDelimFormat[bib,biblist]{finalnamedelim:apa:family-given}{%
\ifthenelse{\value{listcount}>\maxprtauth}
{}

\begin{filecontents}{\jobname.bib}
@article{Nachbagauer2015,
author  = {Karin Nachbagauer and Stefan Oberpeilsteiner and Karim Sherif and Wolfgang Steiner},
title   = {The Use of the Adjoint Method for Solving Typical Optimization Problems in Multibody Dynamics},
journal = {Journal of Computational and Nonlinear Dynamics},
year    = {2015},
volume  = {10},
number  = {6},
doi     = {10.1115/1.4028417},
}

@article{Dopico2014,
author  = {Daniel Dopico and Yitao Zhu and Adrian Sandu and Corina Sandu},
title   = {Direct and Adjoint Sensitivity Analysis of Ordinary Differential Equation Multibody Formulations},
journal = {Journal of Computational and Nonlinear Dynamics},
year    = {2014},
volume  = {10},
number  = {1},
doi     = {10.1115/1.4026492},
}
\end{filecontents}

\begin{document}
Lorem ipsum

\autocite{Nachbagauer2015}

\autocite{Dopico2014}

\printbibliography
\end{document}


or with ext-authoryear bibliography style

\documentclass{article}
\usepackage[style=ext-authoryear,
maxbibnames=999, maxcitenames=2, mincitenames=2,
giveninits=true, uniquename=init,
articlein=false, innamebeforetitle=true,
autocite=inline]{biblatex}

\DeclareOuterCiteDelims{parencite}{\bibopenbracket}{\bibclosebracket}

\DeclareNameAlias{sortname}{family-given}

\begin{document}
Lorem ipsum

\autocite{sigfridsson}

\autocite{aksin}

\autocite{companion}

\printbibliography
\end{document}


• Great, everything works fine! Thank you for help :) I came up with one more question and added it above (hope it's not a big deal). – Maverick Oct 26 '18 at 20:09
• Ok, the last question wasn't hard to find out. Cheers! – Maverick Oct 26 '18 at 20:29