A \cite{} as name for a chapter header

Question

I'm writing a document where each chapter is a reading record of a paper. So I want the name of the chapter to be the title of the paper, and the header of the chapter to be the short citation of the bib reference.

Here is what I've done so far :

\documentclass{book}
\usepackage{filecontents}
\usepackage{lipsum}

\begin{filecontents}{ECM.bib}
@ARTICLE{greenwade93,
  author  = "George Greenwade",
  title   = "The {C}omprehensive {T}ex {A}rchive {N}etwork ({CTAN})",
  year    = "1993",
  journal = "TUGBoat",
  volume  = "14",
  number  = "3",
  pages   = "342--351"
}
\end{filecontents}

\usepackage[style=apa,backend=biber]{biblatex}
\DeclareLanguageMapping{french}{french-apa}
\addbibresource{ECM.bib}

\usepackage{forest, philex}

\begin{document}
\chapter[\cite{greenwade93}]{\citetitle{greenwade93}}
\sectionmark{version for header}
\lipsum

\end{document}

But as you can see, the header prints the bib key instead of the real short citation. Is there a way to print Greenwade, 1993, instead of greenwade93?

Answer 1

Update

If you are using a current version of the LaTeX kernel, the case changing code will automatically leave \cite alone.

\documentclass{book}
\begin{filecontents}{\jobname.bib}
@ARTICLE{greenwade93,
  author  = "George Greenwade",
  title   = "The {Comprehensive} {TeX} {Archive} {Network} ({CTAN})",
  year    = "1993",
  journal = "TUGBoat",
  volume  = "14",
  number  = "3",
  pages   = "342--351"
}
\end{filecontents}
\usepackage[style=apa,backend=biber]{biblatex}
\addbibresource{\jobname.bib}
\begin{document}
  \chapter[\cite{greenwade93}]{\citetitle{greenwade93}}
  Lorem
  \newpage
  Ipsum
\end{document}

If you are using a command that the case changer does not leave alone (e.g. \autocite or \textcite), you can tell it to with

\AddToNoCaseChangeList{\autocite \textcite}

---

Old Answer

The problem you experience is because the optional argument to \chapter is passed to \MakeUppercase. That will cause the \cite{greenwade93} command to come out as \cite{GREENWADE93}, but of course biblatex cannot find the entry to that cite key.

The List of TeX FAQs: Case-changing oddities actually describes several remedies for that situation.

You could define a helper command \citegreen

\newcommand{\citegreen}{\cite{greenwade93}}

And \protect the call to \citegreen in \chapter

\chapter[\protect\citegreen]{\citetitle{greenwade93}}

Alternatively, \citegreen can be made robust by definition

\DeclareRobustCommand{\citegreen}{\cite{greenwade93}}
\chapter[\citegreen]{\citetitle{greenwade93}}

---

A solution without a helper macro is to use David Carlisle's textcase package with the overload option. This will replace \MakeUppercase by a slightly more sophisticated \MakeTextUppercase macro that deals with the commands above as expected.

Load the package

\usepackage[overload]{textcase}

You can just use

\chapter[\cite{greenwade93}]{\citetitle{greenwade93}}

then.

MWE

\documentclass{book}
\usepackage{filecontents}
\usepackage[overload]{textcase}
\begin{filecontents}{\jobname.bib}
@ARTICLE{greenwade93,
  author  = "George Greenwade",
  title   = "The {C}omprehensive {T}ex {A}rchive {N}etwork ({CTAN})",
  year    = "1993",
  journal = "TUGBoat",
  volume  = "14",
  number  = "3",
  pages   = "342--351"
}
\end{filecontents}
\usepackage[style=apa,backend=biber]{biblatex}
\addbibresource{\jobname.bib}
\begin{document}
  \chapter[\cite{greenwade93}]{\citetitle{greenwade93}}
  Lorem
  \newpage
  Ipsum
\end{document}

Answer 2

@moewe has already explained why this happens. A package free solution (well, almost package free) is to remove \MakeUppercase from the definition of \chaptermark (which I insist was a design error to begin with):

\documentclass{book}
\usepackage{filecontents}
\usepackage{lipsum}

\begin{filecontents}{\jobname.bib}
@ARTICLE{greenwade93,
  author  = "George Greenwade",
  title   = "The {C}omprehensive {T}ex {A}rchive {N}etwork ({CTAN})",
  year    = "1993",
  journal = "TUGBoat",
  volume  = "14",
  number  = "3",
  pages   = "342--351"
}
\end{filecontents}

\usepackage[style=apa,backend=biber]{biblatex}
\DeclareLanguageMapping{french}{french-apa}
\addbibresource{\jobname.bib}

\usepackage{forest, philex,etoolbox}
\makeatletter
\patchcmd{\chaptermark}{\MakeUppercase}{\@firstofone}{}{}
\makeatother

\begin{document}
\chapter[\cite{greenwade93}]{\citetitle{greenwade93}}
\sectionmark{version for header}
\lipsum

\end{document}

Using \patchcmd is easier than doing

\makeatletter
\renewcommand{\chaptermark}[1]{%
  \markboth{%
    \ifnum\c@secnumdepth>\m@ne
      \if@mainmatter
        \@chapapp\ \thechapter.\ %
      \fi
    \fi
    #1%
  }{}%
}
\makeatother

where I copied the definition from book.cls and removed the dreaded \MakeUppercase.

Answer 3

I don't know why, but if you use uppercase only in the refname, it works:

@ARTICLE{GREENWADE93,
  author  = "George Greenwade",
  title   = "The {C}omprehensive {T}ex {A}rchive {N}etwork ({CTAN})",
  year    = "1993",
  journal = "TUGBoat",
  volume  = "14",
  number  = "3",
  pages   = "342--351"
}

and

\chapter[\cite{GREENWADE93}]{\citetitle{GREENWADE93}}

I found it, because my log gives me:

Package biblatex Warning: The following entry could not be found
(biblatex)                in the database:
(biblatex)                GREENWADE93
(biblatex)                Please verify the spelling and rerun
(biblatex)                LaTeX afterwards.