Screenshot of the Edit section of the eXtyles tab with the 'Advanced Processing' dropdown showing and 'Bibliographic References' is checked and highlighted

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Reference Processing and Validation

eXtyles Bibliographic References processing automatically performs three primary functions:

1. Identifies a reference’s type (journal, book, etc.) 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.)

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)

Caveat: References can only be successfully restructured if there are no significant author errors.

For standards reference processing, see the Standards Bibliographic and Normative Reference Processing page.

How to use

Before running Bibliographic References processing, confirm that all 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:

Screenshot of a processed reference that is tagged as a journal and has face markup indicating the different parts of the reference (author, title, etc.)

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.

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>	Book	Yes*	Yes*
<edb>	Edited book or book chapter	Yes*	Yes*
<std>	Standard	Yes**	Yes***
<conf>	Conference proceeding	Yes****	No
<prpt>	Preprint	Yes	No
<data>	Data citation	Yes	No
<eref>	Website or online article	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.

Restructuring non-journal references requires additional modules. Contact eXtyles support for more information.

See the Reference Types page for more information on each type of reference that eXtyles processes.

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.

Each element in a 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:

Element/Character Style	Example Text
Element/Character Style	Example Text
bib_surname	Klingensmith
bib_fname	GJ
bib_article	Glucocorticoid treatment of girls congenital adrenal hyperplasia…
bib_journal	J Pediatr
bib_year	1977
bib_volume	90
bib_fpage	996
bib_lpage	1004

References appear in the correct style (element order, face markup, and punctuation) of the publication selected in the Document Information dialog.

In addition to fixing the order, punctuation, and face markup of references, eXtyles also corrects 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.

All example text is taken from the screenshot with the reference sample above.

eXtyles only corrects these additional items when applicable to your organization and chosen style.

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]

No 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

These warnings may or not appear in your organization’s specific eXtyles configuration.

Many of the warning messages inserted by Reference Processing are customizable! Contact eXtyles-support@inera.com to learn more.

How to use

What to Expect from Reference Processing

Viewing References

Reference Processing Query Insertion

Troubleshooting