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    Managing Citation Styles for Primo VE

    For Alma-Summon environments, see Managing Citation Styles for Alma-Summon.

    Introduction

    The Citation action on the Brief and Full Display pages allows users to create citations for records using a specific citation style. Out of the box, Primo VE supports the following citation styles: APA (7th edition), Chicago/Turabian (16th edition), Harvard, MLA (7th edition) and MLA (8th edition).

    PVE_OTB_CitationStyles.png

    Citation Action

    The Citations Styles Lists page allows you to perform the following actions:

    • View a list of the supported citation style languages.

    • Add and delete citation style languages.

    • Configure the following settings for citation style languages: enable/disable a style, modify the display label, and create translations for the display label.

    Adding a Citation Style

    Primo VE allows you to use citation styles that have been defined with the Citation Style Language (CSL) and stored in GitHub's CSL Style Repository.

    To add a citation style:
    1. Open the CSL Style Repository on GitHub: https://github.com/citation-style-language/styles.

      PVE_CitationRepositoryFind.png

      CSL Style Repository
    2. Select Find file to open the search interface.

      PVE_CitationRepositorySearchString.png

      Search Interface for CSL Repository
    3. In the search box, type a search term to find the style that you want to use.

    4. Copy the name of the style, but do not include the suffix (.csl).

      Because Primo VE downloads new styles from the repository prior to each release, some of the newer styles may not be available until Primo VE's next release.

    5. In Alma, open the Citations Styles List page (Configuration Menu > Discovery > Other > Citations Styles).

      PVE_CitationsStylesList.png

      Citations Styles List Page
    6. Select Add to a add a new citation style.

      PVE_Add_CitationStyleFromGitHub.png

      Add Style Dialog Box

    7. In the dialog box, specify the following fields and then select Add.

      • Code – Paste the name of the citation style that you copied earlier from the CSL repository (such as modern-language-association). If a style name does not match a style downloaded from the list, the system will return an error. For example, this may occur if a new style was added to the repository after Primo VE's styles were updated for the current release.

      • Label – Specify a display label for the citation style (such as MLA)

      • Order – Specify a unique number to indicate the position of the display label. Labels appear in ascending order from the top.

      • Enabled – Indicates whether this citation style is available to users.

        You can add as many styles as you want to the table, but a maximum of 20 styles can be enabled at a time.

    8. If you want to create a translation for the new citation style, edit the Citation Labels code table and create a new row that uses the following format for the Code field: citation.labels.<Source Type>. For more information, see Configuring Display Labels for Primo VE.

    Editing a Citation Style

    To edit citation styles, you must have the following role:

    • General System Administrator

    The Citation Style page allows you to modify the following settings for a citation style: Label, Order, and Enabled.

    PVE_Edit_CitationStyleSettings.png

    Citation Style Page
    To edit a style:
    1. Open the Citations Styles List page (Configuration Menu > Discovery > Other > Citations Styles).

    2. For the style that you want to modify, select the Edit row action to open the Citation Style page.

    3. Update the following fields as needed:

      • Label – Specify a display label for the citation style (such as MLA). If you want to create translations for the label, modify the Citation Labels code table. For more information, see Configuring Display Labels for Primo VE.

      • Order – Specify a unique number to indicate the position of the display label. Labels appear in ascending order from the top.

      • Enabled – Indicates whether this citation style is available to users.

        You can add as many styles as you want to the table, but a maximum of 20 styles can be enabled at a time.

    4. Select Save.

    Deleting a Citation Style

    To delete a citation style:
    1. Open the Citations Styles List page (Configuration Menu > Discovery > Other > Citations Styles).

    2. For the style that you want to delete, select the Delete row action to delete the style.

    Differentiating Authors and Creators in Citations

    Primo VE allows you to differentiate between Author and Contributor names when creating a record's citation by adding the role (such as Editor or Illustrator) in the MARC 100 e or MARC 700 e subfields in your source records.

    For example, if the source record has the following authors and contributors:

    100  1# $$a Cole, K. C. $$e Translator
    700  1# $$a Martin, Debra L., $$e Editor. 
    700  1# $$a Anderson, Cheryl P., $$e Editor.

    Its citation appears as follows in the MLA (8th edition) format:

    PVE_CitationRoleExample.png

    Example Citation in MLA (8th edition) Format

    The following table shows the mapping of supported roles in the source record to its role in the citation.

    Field MARC21 Field Citation Role
    Creator

    100 e = Editor or Editor of compilation

    100 e = Illustrator

    100 e = Interviewer

    100 e = Translator

    100 e = Director

    100 e = Composer

    Editor

    Illustrator

    Interviewer

    Translator

    Director

    Composer

    If none of the above are sent, author/contributor roles do not appear in the citation.

    Contributor

    700 e = Editor or Editor of compilation

    700 e = Illustrator

    700 e = Interviewer

    700 e = Translator

    700 e = Director

    700 e = Composer

    Editor

    Illustrator

    Interviewer

    Translator

    Director

    Composer

    If none of the above are sent, author/contributor roles do not appear in the citation.

    Display Volume, Issue, and Pages in Citations

    For local records, you can display host enumerations (volume, issue, and pages) in citations if included in the MARC 773 $g subfield. Note that this functionality is already supported for CDI records.

    To support this functionality, the MARC 773 $g subfield must be formatted as follows for local records:

    • Extract Year, Volume, Issue information to include in the PNX addata/date, addata/volume, and addata/issue fields:

      Format - $773 starts with: Description Example

      DDD(DDDD)DD

      <volume - minimum of 1 and maximum of 3 digits> (<Year in 4 digit format>) <issue - minimum of 1 and maximum of 3 digits>

       

      An article published in 2005, volume 3 issue 1 should be included in the 773 $g as the following: 3(2005)1

      DDD(YYYY)

      <volume - minimum of 1 and maximum of 3 digits> (<Year in 4 digit format>)

      An article published in 2005, volume 3 should be included in the 773 $g as the following: 3(2005)

    • Extract page information (start/end pages and total number of pages) to include in the PNX addata/spage, addata/epage, addata/tpages fields:

      Format – 773 $g includes: Description Example

      p.DDD-DDD or p. DDD-DDD

       

      p. <startpage in minimum of 1 and maximum of 3 digits>-<endpage in minimum of 1 and maximum of 3 digits>

       

      An article published with start page 1 and end page 26 should be included in the 773 $g as the following: p. 1-26 or p.1-26

       

      pp.DDD or pp. DDD

      pp.<total number of pages in in minimum of 1 and maximum of 3 digits>

      A book published with total number of pages of 360 should be included in the 773 $g the following: pp.360 or pp.360

      then DDD becomes addata/tpages

       

    • DD indicates 1 to 2 issues.

    • DDD indicates 1 to 3 pages or volumes.

    • DDDD indicates a 4-digit year.

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