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).
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.
Selecting Citation Styles
- In RefWorks, under Create Bibliography.
Selecting a Citation Style from Create Bibliography
- In RefWorks, in Citation View.
Selecting a Citation Style from Citation View
- Using the RefWorks Citation Manager writing tool add-on.
Selecting a Citation Style from the RefWorks Citation Manager
There are three drop-down lists that help you find styles: Recent Styles, a custom list, and Institutional. You can mark a style as a favorite by selecting the star icon next to the style in a list. The style then appears in the Favorite styles drop-down list, which appears if there is at least one style marked as a favorite. To remove a favorite from the list, clear the star icon. The style is removed from the Favorites list when RefWorks is refreshed.
When selecting styles in RefWorks, they are shown as recent in the writing tool add-ons.
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
- On the Citation styles page (Create Bibliography > Citation Style Editor), locate and select the style. A simple style details page appears.
Citation Style CSL, Details
- 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 Style CSL, Details
- 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.
- On the Citation styles page (Create Bibliography > Citation Style Editor), locate and select the style. A page with style details appears.
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
- When editing a personal citation style, you can rename the style: double-click the style name or select Options > Rename.
- 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.
Add Reference TypeAdd 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.
- 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).
- In the formatting pane, edit the citation in the selected format (Bibliography, Citations, Footnotes).
Bibliography SettingsCitations SettingsFootnotes Settings
For information about the various options, see the following section.
- Select a field or text title to edit it as required. For information about the various options, see the following section.
- 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.
- 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.
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.
- On the Citation styles page (Create Bibliography > Citation Style Editor), select New style ... The Create citation style pane appears.
Create Citation Style
- Select an existing style to copy the initial formatting for your new style (recommended). Otherwise, clear the checkbox Copy settings from existing style.
- Enter a name for the new style.
- Select Create. Continue with editing the style as described in Editing Non-CSL Citation Styles.
While editing the style (see Editing Non-CSL Citation Styles), select Options > Delete and select Yes in the confirmation dialog box.
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.
|Numeric fields, including Publication (Year), Volume, Edition, etc.||
|Text fields, including Titleh||
|Name fields, including Authors, Translators, Editors, etc.||
|Text elements||Edit the text element as required.||Common text elements include parentheses and hyphens.|