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    Appendix: Managing Citation Styles

    Citation styles define formats for how references appear in a document. RefWorks comes with thousands of out-of-the-box citation styles, including styles from the open source Citation Style Language (CSL) project. You can edit all out-of-the-box styles and create your own styles, and optionally share them with your institution.

    A style can contain multiple formats:

    • Bibliography Format – How the reference appears in a bibliography.
    • Citation Format – How the reference appears in an inline citation.
    • Footnote Format – How the reference appears in a footnote citation.

    You manage citation styles on the Citation styles page (Create Bibliography > Citation Style Editor).

    citation_styles.png

    Citation Styles

    The styles on this page include out-of-the-box styles created by Ex Libris, out-of-the-box CSL styles, styles shared with you by other users in your institution, and personal styles that you have created.

    To view or edit a style, locate and select the style. If you are viewing an out-of-the-box style or a style shared with you, after editing the style you can save it as a personal style; in this way your changes do not affect other users.

    If you are an administrator, you can define default styles for your users and you can share your personal citation styles as institutional styles. See the RefWorks Admin Guide.

    Editing Citation Styles

    The process of editing a style depends on whether you are editing a CSL style or any other style.

    Editing CSL Citation Styles

    To edit a CSL citation style:
    1. On the Citation styles page (Create Bibliography > Citation Style Editor), locate and select the style. A simple style details page appears.

      citation_styles_details.png

      Citation Style CSL, Details
    2. To edit the style, select Citation Style Visual Editor. You are directed to the CSL website where you can edit the style using their interactive visual editing tool. For more information about this tool, follow their on-screen instructions.

      citation_styles_details.png

      Citation Style CSL, Details
    3. CSL styles are updated daily in RefWorks; there is no need to manually add the edited style to RefWorks.

    Editing Non-CSL Citation Styles

    When editing an out-of-the-box style or a style shared with you, save a copy of the style before making changes. For more information, see Creating or Deleting Personal Citation Styles.

    To edit a style:
    1. On the Citation styles page (Create Bibliography > Citation Style Editor), locate and select the style. A page with style details appears.

      citation_styles_details.png

      Citation Styles, Details

      This page has six main areas:

      1 – The style format: Bibliography, Citations, or Footnotes

      2 – The reference type: Generic, Journal Article, and so forth

      3 – The language

      4 – A sample reference using the current format, reference type, and language

      5 – The fields included in the citation using the current format, reference type, and language

      6 – Formatting pane for the citation and for each of its fields

    2. When editing a personal citation style, you can rename the style: double-click the style name or select Options > Rename.
    3. Select the format, reference type, and language you want to edit. You can remove a reference type by selecting the trash can next to it; you can delete a language by selecting the settings icon next to it and selecting Delete. You can add reference types and languages by selecting + in the relevant area.

      citation_styles_details_add_reference_type.png

      Add Reference Type

      citation_styles_details_add_language_group.png

      Add Alternative Language Group

      Select the reference type or enter the language you want to add. Select whether to start with a blank configuration or copy another type or language (recommended). When you are done select Add. The type or language is added to the relevant pane.

      A citation style must have a definition for at least one format in the Generic reference type and the default language.
    4. In the fields bar (5), drag and drop the fields to change their order. Select + to add a new field or to add plain text. Select a field or text box and then select X to remove the field or text. When you select a field or text box, the element's configuration expands in the formatting pane (6).
    5. In the formatting pane, edit the citation in the selected format (Bibliography, Citations, Footnotes).

      citation_styles_details_bibliography_settings.png

      Bibliography Settings

      citation_styles_details_citations_settings.png

      Citations Settings

      citation_styles_details_footnotes_settings.png

      Footnotes Settings

      For information about the various options, see the following section.

    6. Select a field or text title to edit it as required. For information about the various options, see the following section.
    7. When editing a personal citation style that was a duplicate of another style, you can revert to the original style: select Options > Revert to original and select Yes.
    8. If you are editing an out-of-the-box style or a style shared with you, select Save a Copy to save your changes as a new personal style. If you are editing a personal style, select Save to save your changes.

    Creating or Deleting Personal Citation Styles

    You can create or delete personal citation styles. You cannot delete out-of-the-box styles or styles shared by other users at your institution.

    To create a citation style:

    The easiest way to create a citation style is to edit an existing style, as described in Editing Non-CSL Citation Styles. For non-personal styles, edit the style and select Options > Duplicate and then enter the new style name. If you select Save a copy, RefWorks duplicates the style with a default name. Otherwise, perform the following procedure.

    1. On the Citation styles page (Create Bibliography > Citation Style Editor), select New style ... The Create citation style pane appears.

      citation_styles_details_footnotes_settings.png

      Create Citation Style
    2. Select an existing style to copy the initial formatting for your new style (recommended). Otherwise, clear the checkbox Copy settings from existing style.
    3. Enter a name for the new style.
    4. Select Create. Continue with editing the style as described in Editing Non-CSL Citation Styles.
    To delete a personal citation style:

    While editing the style (see Editing Non-CSL Citation Styles), select Options > Delete and select Yes in the confirmation dialog box.

    Field Parameters

    For the full list of fields refer to RefWorks Reference Fields and Types. The following table presents non-obvious field parameters. Hover over a field in the UI to see a tooltip with additional information.

    For any text parameter, use \t to indicate a tab and \n to indicate a new line.
    Citation Style Field Parameters
    Field Parameters Notes
    Bibliography Settings
    • Bibliography title – Title that will appear before the bibliography
    • Use numbered list – Number each bibliography entry; numbering starts at 1. When selected, you can also define text that will appear before and/or after each number.
    • Add to reference – Text that will appear before and/or after each reference.
    • After bibliography – Text that will appear after the bibliography.
    • Include empty fields in reference output – Include an empty string (and any configured text elements) for any missing reference field.
    • Apply APA rules for Electronic Source field inclusion – See tooltip.
     
    Citations Settings
    • Citation Format – Text that will appear before and/or after the reference.
    • Sort – The order in which multiple references will be listed in the citation.
    • Use only reference numbers in citations – Include only the bibliography number, not the entire formatted reference. To handle number ranges, configure Use number ranges as well.
    • Use APA citation format – See tooltip.
     
    Footnote Settings
    • Note separator – How to separate notes cited together. For example, to cite 12 use ; as a separator.
    • Include references in bibliography – Automatically include footnote citations in the bibliography. If not selected, only inline citations entries manually added to the bibliography will be included.
     
    All fields
    • Include field – Always include this field, or include only for physical or electronic citations.
    • Add text – Before and/or after the field text.
    • Comment – Internal note about this field (does not appear in the reference).
     
    Numeric fields, including Publication (Year), Volume, Edition, etc.
    • Add suffix – Use ordinal number form.
     
    Text fields, including Titleh
    • Letter case – Capitalize the text.
     
    Name fields, including Authors, Translators, Editors, etc.
    • For each author – Before and/or after the text.
    • Separators – Between authors.
    • First Author – Unique formatting for first author only.
     
    Text elements Edit the text element as required. Common text elements include parentheses and hyphens.