incollection with biblatex-chicago shorthand collection not showing author or title

I am running into an issue that it appears was foreseen in biblatex-chicago in section 4.2 under shorthand.

My problem is that in my field, there are a few collection works that are commonly referred to in citations by a shorthand. However, each entry has its own author and title. So in each footnote, I need the title, author, and then the reference to the collection should be a shorthand.

It looks like in the biblatex-chicago manual under shorthand in section 4.2 that I should "use the shorthandintro field somehow to clarify that the shorthand applies to the parent rather than to the child."

First, I am not sure what that means. Second, my style requires that all shorthands are cited as the shorthand on the first entry, so I have the shorthandfirst option in my package options. So I am unsure what shorthandintro would even do. (I tried setting it to something, but nothing happens, probably because I have shorthandfirst set).

Here is a MWE of what I am seeing:

\documentclass[letterpaper,12pt]{report}
\usepackage{polyglossia}
\setmainlanguage[variant=us]{english}
\usepackage[english=american]{csquotes}

\usepackage[noibid,backend=biber,notes,isbn=false,shorthandfull,shorthandfirst,inheritshorthand=true,citereset=chapter,longcrossref=bib]{biblatex-chicago}

\begin{filecontents}[overwrite]{temp.bib}
@collection{bigbook,
editor = {John Q. Editormann},
title  = {A Collection of Essays},
shorthand = {ACoE},
options   = {skipbib},
publisher = {Oxford University Press},
year = {1995}}
@incollection{incol,
crossref = {bigbook},
options  = {skipbiblist},
author   = {Steve Authormann},
title    = {This is an Essay},
pages    = {1-15}}
@incollection{incol2,
crossref = {bigbook},
options  = {skipbiblist},
author   = {John Essaymann},
title    = {An Essay on Collections},
pages    = {16-30}}
\end{filecontents}

\begin{document}
\printbiblist{shorthand}
\null\vfill
I need to reference this in a footnote.\footcite[12]{incol} But this is
another footnote.\footcite[18]{incol2} I need the second footnote
twice.\footcite[20]{incol2}
\clearpage
\printbibliography
\end{document}


This is what I see in the footnotes and bib:

I have no idea why a subsequent reference uses the author last name, which in the first instance it uses ACoE.

If I comment out the shorthand in the collection entry, I see this (obviously the LoA goes away, and the bib remains unchanged):

But I need a combination of these styles. I need the style of the second example, where in the first two footnotes it lists author and title, but both footnotes should be "in ACoE" and then the page numbers.

I know that the author of biblatex-chicago recommends against shorthands with cross references, but my style requires using the shorthand of the collection in incollection. I have many, many of these incollections so I would prefer to still be able to use crossref to link to only one collection entry, if possible.

A second issue, that I think is much harder to solve, is that in subsequent references (footnote 3), I need both author and the collection abbreviation. So footnote three above is wrong in both instances. It should say something like "Essaymann, ACoE, 20."

This I think is harder to solve and would require a new entry type, perhaps?

Update with your new requirements (not much needs to change).

It's not ideal, but probably the easiest way to do this is simply to construct the citations by hand. You can use a macro that deals with subsequent citations. The \paul@blx@trackentry@global macro allows me to manually add an entry to the list of seen entries (at global scope). This is needed because the citation construction building blocks don't do this automatically.

I made a more \cite-like macro using xparse.

MWE

\documentclass{article}
\usepackage{polyglossia}
\setmainlanguage[variant=us]{english}
\usepackage[english=american]{csquotes}

\usepackage[noibid,backend=biber,notes,isbn=false,shorthandfull,shorthandfirst,inheritshorthand=true,longcrossref=bib,minxrefs=1]{biblatex-chicago}

\begin{filecontents}[overwrite]{temp.bib}
@collection{bigbook,
editor = {John Q. Editormann},
title  = {A Collection of Essays},
shorthand = {ACoE},
options   = {skipbib},
publisher = {Oxford University Press},
year = {1995}}
@incollection{incol,
crossref = {bigbook},
options  = {skipbiblist},
author   = {Steve Authormann},
title    = {This is an Essay},
pages    = {1-15}}
@incollection{incol2,
crossref = {bigbook},
options  = {skipbiblist},
author   = {John Essaymann},
title    = {An Essay on Collections},
pages    = {16-30}}
\end{filecontents}

\usepackage{xparse}

\ExplSyntaxOn
\cs_set_eq:NN \IfEmptyF \tl_if_blank:nF
\ExplSyntaxOff

\makeatletter
\def\paul@blx@trackentry@global#1{%
\ifbool{citetracker}
{\blx@xsanitizeafter{\def\sbl@blx@tempa}{#1}%
\xifinlistcs{\sbl@blx@tempa}{blx@bsee@\the\c@refsection}
{}
{}}
\let\paul@blx@trackentry\paul@blx@trackentry@global

\NewDocumentCommand{\shortincolcite}{o o m}{%
\footnote{%
\IfNoValueF{#1}{\IfNoValueF{#2}{#1 }}%
\blx@imc@ifentryseen{#3}
{\citeauthor{#3}, }
{\citename{#3}[default]{labelname}, \citetitle{#3}, in
\paul@blx@trackentry{#3}}%
\citefield{#3}{shorthand}%
\IfNoValueTF{#2}{, #1}{\IfEmptyF{#2}{, #2}}.}}%
\makeatother

\begin{document}
\null\vfill
I need to reference this in a footnote.\shortincolcite[See][]{incol}
But this is another footnote.\shortincolcite[See][18]{incol2}
I need the second footnote twice.\shortincolcite[20]{incol2}
\printbiblist{shorthand}
\printbibliography
\end{document}


• Thanks @david-purton! I notice that you do not crossref the bigbook if the incol. I was actually wrong in my MWE, in that I want the individual articles in the bib, but not the bigbook. The big book should only show up in a list of abbreviations. If the incols are not crossref'd, then the bibliography is wrong. Is there a way to do it and get the bibliography correct? I updated my MWE(which actually gives a different wrong footnote that I don't understand). Sorry for the confusion and error!
– Paul
Feb 11, 2021 at 6:28
• Wow, thanks so much! That is perfect.
– Paul
Feb 12, 2021 at 6:18
• two small questions: 1) What is the benefit of using IfNoValueF over IfValueT since it should be boolean either way? Just preference? 2) If a pre-note is given, but no postnote, my guess is that the page numbers from the bib entry should be used since it is an incollection (page numbers can be assumed I believe). I can get this with \citefield I guess (and put it in a true path of IfEmptyF{#2}{, #2}?
– Paul
Feb 15, 2021 at 6:02
• I figured out the second question by making a new command \cs_set_eq:NN \IfEmptyTF \tl_if_blank:nTF.
– Paul
Feb 15, 2021 at 6:42
• I confess I didn't really give thought either way with \IfNoValueTF. \IfValueTF would work just as well. The pages field should be printed, at least on first citation (See sblhs2.com/2018/02/08/…). I used to print it on subsequent citations with biblatex-sbl, but found that this had potential to create confusing, ambiguous, or plain wrong citations, so I changed it so that the pages field never prints with subsequent citations. See github.com/dcpurton/biblatex-sbl/issues/93 Feb 15, 2021 at 11:56