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\begin{document}

{\Large\bfseries The \texttt{noteref} Option to the Notes \&amp;\
  Bibliography Style}\label{cms:top}
\vspace*{1.5ex}

Recent editions of the \emph{Chicago Manual of
  Style}\autocite[14.31]{chicago:manual} have suggested that, in short
notes, it may sometimes be helpful to provide a cross-reference to the
work's initial presentation in a long note, \enquote{especially in the
  absence of a full bibliography.}  With this release, I have provided
for this purpose the \texttt{noteref} package option, which
additionally involves many sub-options and even a new dependent
\LaTeX\ package \textsf{cmsendnotes.sty} (with its own options) to
help those users who need the same functionality in endnotes instead
of footnotes (see page~\pageref{cms:endnotes}).  The full
documentation in \cmssecref{cms-sec:noteref}
\textsf{biblatex-chicago.pdf} contains all of the murky details, but
in this document I wanted to provide straightforward examples so that
users could get a quick glimpse of the features provided.

\mylittlespace By setting the following options when loading
\textsf{biblatex-chicago}:
\begin{verbatim}
noteref=section,noterefintro=introduction
\end{verbatim}
you'll get the following results, in what is obviously a rather
artificial setting.

\section{Long notes}
\label{sec:one}

Text\autocite{garaud:gatine} block\autocite{leo:madonna}
with\autocite{schubert:muellerin} a\autocite{mchugh:wake}
series\autocite{euripides:orestes} of\autocite{clark:mesopot}
footnotes\autocite{ashbrook:brain} chosen\autocite{contrib:contrib}
randomly.\autocite{frede:inproc}

\section{Short notes on the same page}
\label{sec:two}

New\autocite{chicago:manual} text\autocite{garaud:gatine}
block\autocite{leo:madonna} with\autocite{schubert:muellerin}
a\autocite{mchugh:wake}
series\footnote{\shortrefcite{euripides:orestes}.
  \textcolor{DarkSlateBlue}{&lt;--- \cmd{shortrefcite} produced this
    \texttt{noteref} where by default one wouldn't have appeared.}}
of\autocite{clark:mesopot} footnotes\autocite{ashbrook:brain}
chosen\autocite{contrib:contrib} randomly.\autocite{frede:inproc}

\mylittlespace Short notes on the same page, or in the same double-page
spread when in \texttt{twoside} mode, won't by default have a
\texttt{noteref} printed, though you can in fact alter this on a
note-by-note basis by using \cmd{shortrefcite} or
\cmd{shorthandrefcite} instead of your usual citation command, as I've
done with the Euripides example below.

\clearpage

\section{Short notes on a new page}
\label{sec:three}

New\autocite{chicago:manual} text\autocite{garaud:gatine}
block\autocite{leo:madonna} with\autocite{schubert:muellerin}
a\autocite{mchugh:wake}
series\footnote{\shortcite*{euripides:orestes}.
  \textcolor{DarkSlateBlue}{&lt;--- \cmd{shortcite*} suppressed the
    \texttt{noteref} where by default one would have appeared.}}
of\autocite{clark:mesopot} footnotes\autocite{ashbrook:brain}
chosen\autocite{contrib:contrib} randomly.\autocite{frede:inproc}

\mylittlespace Here \cmssecref[Zero Sections]{cms-sec:zero} all of the
short notes will, by default, have a \texttt{noteref}.  The first note
on this page refers back to a long note that occurred \emph{before}
section~1, technically therefore in section~0, which is what would
appear without further intervention.  The intervention I have made is
the option \verb+noterefintro=introduction+, which tells
\textsf{biblatex-chicago} to print \cmd{bibstring\{introduc\-tion\}}
instead of \verb+\bibstring{section}+.  The problem of section numbers
containing zero can be complicated, so once again the murky details
are in \textsf{biblatex-chicago.pdf}.

\mylittlespace The main \texttt{noteref} option has six possible
values, four of which are, I would guess, those most likely to prove
useful: \texttt{none} (the default), \texttt{page}, \texttt{chapter},
and \texttt{section}, with \texttt{subsection} and \texttt{part} as
additional possibilities.  The names of the options correspond to the
\LaTeX\ counter tracked by that option in addition to the note number
itself, so that \texttt{none} produces a \texttt{noteref} that just
provides the note number, while \texttt{page} provides page and note
number, \texttt{chapter} gives chapter and note number, and so on.
Here, with \texttt{section} being the top-level division in the
\texttt{article} class, I've used that option.

\mylittlespace You can suppress the appearance of a \texttt{noteref}
by using the \cmd{shortcite*} or \cmd{shorthandcite*} commands, as
I've shown with the Euripides citation below.  You can also set the
\texttt{noterefin\-terval} option to a number greater than zero if you
want to make sure that a certain number of references have intervened
before printing a \texttt{noteref}, even if the short note is on a new
page.  Because this mechanism tracks the \texttt{instcount} counter,
which is incremented by more things than just new citations, you may
have to experiment to find a value that suits your document.

\section{A few extra subtleties}
\label{sec:four}

Another\autocite{jackson:paulina:letter} new\autocite{holiday:fool}
text\autocite{garaud:gatine} block\autocite{leo:madonna}
with\autocite{schubert:muellerin} a\autocite{mchugh:wake}
series\footnote{\cite{euripides:orestes}.
  \textcolor{DarkSlateBlue}{&lt;--- The \texttt{noteref} does appear
    here, following its suppression above.}}
of\autocite{clark:mesopot} footnotes\autocite{ashbrook:brain}
chosen\autocite{contrib:contrib} randomly.\autocite{frede:inproc}

\mylittlespace When a \texttt{noteref} for a particular source has
already appeared on a page (or a double-page spread) then another
won't be printed after subsequent citations of the same source that
appear on that same page.  With the second Euripides note below, the
\texttt{noteref} \emph{does} appear because it was suppressed after
the first reference.

\clearpage

Another\footnote{\cite{jackson:paulina:letter}.
  \textcolor{DarkSlateBlue}{&lt;--- The form of this \texttt{noteref} and
    the next indicates that the short notes are in the same section as
    the long notes to which they refer. Set \texttt{fullnoterefs=true}
    to get the long form everywhere.}} new\autocite{holiday:fool}
text\autocite{garaud:gatine} block\autocite{leo:madonna}
with\autocite{schubert:muellerin} a\autocite{mchugh:wake}
series\autocite{euripides:orestes} of\autocite{clark:mesopot}
footnotes\autocite{ashbrook:brain} chosen\autocite{contrib:contrib}
randomly.\autocite{frede:inproc}

\mylittlespace Once again, after a page break, the \texttt{noterefs}
appear after all of these short notes.  Because the section number
hasn't changed, however, the first two footnotes on the page, which
refer back to long footnotes in the same section, have
\texttt{noterefs} containing only the note number.  This more
compact form is the default, but you can set \texttt{fullnoterefs} to
\texttt{true} when loading \textsf{biblatex-chicago} to see the longer
form everywhere.
% and should be unambiguous unless you restart footnote
% numbering inside the section rather than at section boundaries.

\section{Endnotes}
\label{cms:endnotes}\citereset

Things are \cmssecref[Endnotes]{cms-sec:endnoterefs}
slightly more complicated when you are using endnotes instead of
footnotes, but in standard cases it's still fairly straightforward.
In this document I have added the line:
\begin{verbatim}
\usepackage[split=section]{cmsendnotes}
\end{verbatim}
to the preamble \emph{after} loading \textsf{biblatex-chicago} (with
the options shown on page~\pageref{cms:top}), then printed the
endnotes below with \textsf{cmsendnotes'}
\begin{verbatim}
\theendnotesbypart
\end{verbatim}
command.  As this shows you can, as usual with \textsf{biblatex}, mix
foot- and endnotes in the same document, but if \texttt{noterefs} are
going to appear in both sorts of note --- surely this situation is
highly unlikely --- then you need to be careful that they refer back
\emph{only} to long references in the \emph{same} sort of note.  A
\texttt{noteref} from an endnote to a long citation in a footnote will
be inaccurate, so careful use of the \cmd{citereset} command (as here)
or perhaps of the \textsf{biblatex} \texttt{citereset} option should
allow you to keep the two sorts of note distinct.

\mylittlespace Text\endnote{\autocite{garaud:gatine}.}
block\endnote{\autocite{leo:madonna}.}
with\endnote{\autocite{schubert:muellerin}.}
a\endnote{\autocite{mchugh:wake}.}
series\endnote{\autocite{euripides:orestes}.}
of\endnote{\autocite{clark:mesopot}.}
endnotes\endnote{\autocite{ashbrook:brain}.}
chosen\endnote{\autocite{contrib:contrib}.}
randomly.\endnote{\autocite{frede:inproc}.}

\section{More endnotes}
\label{sec:moreen}

Text\endnote{\global\toggletrue{cms@forcenoteref}\autocite{garaud:gatine}.
  \textcolor{DarkSlateBlue}{&lt;--- Page \enquote{break} before this note.}}
block\endnote{\autocite{leo:madonna}.}
with\endnote{\autocite{schubert:muellerin}.}
a\endnote{\autocite{mchugh:wake}.}
series\endnote{\autocite{euripides:orestes}.}
of\endnote{\autocite{clark:mesopot}.}
endnotes\endnote{\autocite{ashbrook:brain}.}
chosen\endnote{\autocite{contrib:contrib}.}
randomly.\endnote{\autocite{frede:inproc}.}

\mylittlespace When you peruse the endnotes on the next page, please
remember that I've simulated a page change in between the two
sections, thus allowing all the \texttt{noterefs} to appear as they
do.  The rules about them appearing (or not) on the same page as the
long reference to which they point are the same as for footnotes, so
long as you keep in mind that the pages under consideration here are
those in the endnotes section itself, \emph{not} in the main text.
Also, in this case the standard \cmd{notesname} command provides
alternative text for the general header, but \textsf{cmsendnotes.sty}
organizes the subheaders and facilitates the \texttt{noterefs}, all
without further intervention from you beyond the single option already
given to that package.

\mylittlespace I hope that this short demonstration is enough to get
you started using the \texttt{noteref} functionality.  I admit that
the processing time for documents using it is somewhat increased, so
if you have a long document it may require some extra patience.  If
something doesn't work properly for you, and the main documentation
doesn't clear up the issue, please let me know.

\def\notesname{Endnotes to \S\S~5--6}
\theendnotesbypart

\end{document}

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