Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Live Search | ||||||
---|---|---|---|---|---|---|
|
Available in:
Image AddedImage AddedOn this page
Table of Contents |
---|
Reference Processing and Validation
Child pages (Children Display) | ||||
---|---|---|---|---|
|
The eXtyles Bibliographic References processing function automatically identifies a reference entry’s automatically performs three primary functions:
1. Identifies a reference’s type (journal, book, etc.) , tags elements via tags (Word fields); e.g., <jrn>
, <bok>
The reference-type tag specifies the type of reference that eXtyles has identified.
2. Identifies elements within each reference (author surname, article title, etc.), and restructures references based on your organization’s publication style.
After you run Bibliographic References, author punctuation and style are replaced by the standard punctuation and style of an individual publication.
This
Each component of a journal reference is identified and color-coded with character styles, which not only ease proofing the reference but also facilitate the semantic markup of the reference during the eXtyles XML Export process, if applicable.
Other reference types have some character styling applied; see the following Reference Types table for detailed information about how Bibliographic References processing manages different reference types.
3. Restructures (or, edits) some references per your organization’s editorial style; e.g., this function can restructure:
journal references
book and book chapter references (optional add-on module)
standards (optional add-on module)
Note |
---|
Caveat: References can only be successfully restructured if there are no significant author errors. |
Tip |
---|
For standards reference processing, see the Standards Bibliographic and Normative Reference Processing page. |
Note |
---|
Caveat: References can only be restructured if there are no significant author errors. |
How to use
Note |
---|
Before running Bibliographic Reference ProcessingReferences processing, confirm that all references are correctly styled with your configuration's reference paragraphs have had your configuration’s reference paragraph style applied and that Auto-Redact has been run. |
Select Advanced Processing from the Edit section of the eXtyles ribbon
Click Bibliographic References.
After reference processing, a typical journal reference looks like this:
The generic examples in this documentation are intended to illustrate various eXtyles features and will not exactly reproduce your organization’s editorial style.
Your eXtyles Bibliographic References processing is customized for your editorial styles.
Reviewing References
Overview of Tagging and Character Styles
Each component of the reference is identified and color-coded for easy proofing.
The reference type tag specifies the type of reference that eXtyles has identified. Reference Processing can style and tag (i.e., apply colored character styles and provide granular XML tagging) certain types of references.
Possible reference types are:What to Expect from Reference Processing
Although eXtyles Bibliographic References processing will identify via tags the type of every reference in the document, it will only character-style and restructure specific reference types. The following table details what actions you can expect reference processing to perform on each reference type.
Tag | Reference Type | Styled/Tagged | Restructured |
---|---|---|---|
<jrn> | Journal article | Yes | Yes |
<bok> | Yes* | Yes* | |
<edb> | Edited book or book chapter | Yes* | Yes* |
<std> | Yes** | Yes*** | |
<conf> | Conference proceeding | Yes**** | No |
<prpt> | Preprint | Yes | No |
<data> | Data citation | Yes | No |
<eref> | No | No | |
<lgl> | Legal case or statute | No | No |
<ths> | Thesis or dissertation | No | No |
<other> | Working paper, patent, map, or other document | No | No |
<unknown> | Unsupported or otherwise unknown reference type | No | No |
*Tagging and restructuring book and book chapter references requires the additional Book Reference Processing module.
**Tagging standard references requires the additional Standard Reference Processing module.
***Only references to standards from publishers with known designation formats (e.g., ISO, IEC, EN, BSI, DIN) are reformatted. References to standards from other publishers (e.g., ASTM, IEEE) have their elements color coded (i.e., identified with character styles), but no reformatting is done to avoid introducing errors in designations.
****Tagging conference proceeding references requires the additional Conference Reference Processing module.
Info |
---|
Restructuring non-journal references requires additional modules. Contact our sales department to see if you’re interested in adding this to your configuration.
Further information about standards references can be found on the Standards Bibliographic and Normative Reference Processing page. |
Note |
---|
Reference types might occasionally be incorrectly identified as “bok” or “unknown.” Misidentification is usually the result of a punctuation error in the original reference or a pattern in the reference that eXtyles does not support. |
Warning |
---|
Content in <unknown> references are not altered at all during reference processing. |
Reference Processing and Character Styles
Each element in a journal (and, optionally, a book, book chapter, and standard) reference entry is identified and tagged appropriately by eXtyles during Bibliographic Reference Processing.
The following table includes some examples of common reference components and their element names:To facilitate other eXtyles Advanced Processes, such as Citation Matching, all other reference types will at minimum have character styling applied to the following elements:
Author names
Publication year
Reference number (if present)
URLs
For example, this electronic reference (<eref>
) has only the essential elements character-styled, and has not been restructured:
Whereas this book (<bok>
) reference has been both fully character-styled and restructured (with the optional book reference processing module):
If you do not have the book reference processing module, the reference will be processed like this:
Image AddedAll of these reference have been correctly processed by eXtyles Bibliographic References processing.
The following table lists common reference components and the name of the corresponding character style. Character styles will be colored depending on your organization’s unique configuration.
In addition to fixing the order, punctuation, and face markup of references, eXtyles also correctsReference Component | Element/Character Style |
---|
Example Text
Element/Character Style
Reference number | bib_number |
Author last name (surname) | bib_surname |
Author first name (either spelled out or initials) | bib_fname |
Article title | bib_article |
Journal name | bib_journal |
Publication year | bib_year |
Journal or publication volume | bib_volume |
Journal issue number | bib_issue |
Article or chapter first page | bib_fpage |
Article or chapter last page | bib_lpage |
1004
References appear in the correct style (element order, face markup, and punctuation) of the publication selected in the Document Information dialog.
Any URL (excluding DOI) included in the reference | bib_url |
The publication’s DOI (in any form; URL, etc.) | bib_doi |
Note |
---|
Book, book chapter, and conference processing is not automatically included in Reference Processing! This add-in module can be added to your organization’s configuration by request. |
Info |
---|
Non-journal references include books as well as references that cite conferences, working papers, unpublished theses, and other works. |
Viewing References
If necessary, use the Show/Hide Tags function on the eXtyles ribbon to turn the display of reference type tags (<jrn>, <bok>, etc.) on and off.
Warning |
---|
Do not delete the tags because they carry important information used by other functions on the Advanced Processing menu and they are also required to produce valid XML. |
Reference Restructuring
eXtyles Bibliographic References processing can restructure (or, edit) journal references to your organization’s editorial style, whether it be a standard editorial style (e.g., AMA, Chicago) or a unique house style. With additional modules, restructuring can also be performed on book, book chapter, and standards references.
Reference restructuring can be configured to apply the same editorial style to appropriate references for an entire publisher, or it can be configured to apply different editorial styles per publication (e.g., different styles for different journals).
eXtyles Bibliographic References processing can also correct the abbreviation of journal names so that they match the editorial style and standard abbreviations used for online linking. Punctuation is added or removed according to your chosen publication style.
Info |
---|
All example text is taken from the screenshot with the reference sample above. |
Note |
---|
eXtyles only corrects these additional items when applicable to your organization and chosen style. |
Before Reference Processing
Image AddedAfter Reference Processing
Image AddedViewing Processed References
Reference Processing Query Insertion
If eXtyles adds queries (which appear as Word comments) during journal reference processing, an alert will appear after processing is complete to indicate the number of queries added. [insert screenshot]
Image AddedNo alert is shown when queries have not been added. [insert screenshot of what does show up when no queries show up]
Depending on your configuration, the following conditions can cause eXtyles to add queries during journal reference processing:
A journal title is found that is not in the eXtyles journal title database
The first page number is greater than the last page number
A reference has only a first page number and not a last page number
A reference has a page range of more than 100 pages
Too few authors appear before “et al.”
“Et al.” used in a publication whose style does not permit it
The reference does not have an article title
Review all of the comments/alerts that eXtyles adds to the reference list. Comments are best reviewed in Word’s Print Layout view, where they appear as marginal balloons.
Viewing Reference-Type Tags
If necessary, use the Show/Hide Tags function on the eXtyles ribbon to turn the display of reference type tags (<jrn>
, <bok>
, etc.) on and off.
Warning |
---|
Do not delete the tags or copy-paste the tags from one reference to another. The reference-type tags carry important information specific to the reference that are used by other functions on the Advanced Processing menu. They are also required to produce valid XML. |
Info |
---|
Many of the warning messages inserted by Reference Processing are customizable! Contact eXtyles-support@inera.com to learn more. |
Troubleshooting
eXtyles didn't recognize your journal title? Send the title to journals@inera.com so we can integrate that title into our Journal Database.
eXtyles didn't recognize or has mis-tagged your reference? Try manually editing and reprocessing your reference.