Working with the Citation Style Editor
Citation Style Types
2
In-text citations
Author-Date(Doe, Smith 2009:
14)
Reference number
[34]
Citation Key[DoS09:14]
Footnotes
Author-DateDoe, Smith 2009:
14
Full citationJane Doe, Mia
Smith: E-Learning. London 2009, p. 14
"Harvard style"ex. APA
"Oxford style"ex. Turabian
Medical journals
Computer Science journals
Potential Style Requirements• If there are more than seven authors, list only the first three and then use
et al. • If there are multiple authors with the same last name, list the first names
to differentiate them.• If multiple works by one author from the same year are listed, append the
letters a, b, c, etc. to the year. • Format titles of books in italics and titles of journal articles in quotation
marks.• In the first footnote give a full citation for the work. Thereafter cite only
the last name of the author, a short form of the title and the year.• In the first footnote give a full citation for the work. Thereafter refer back
to the first footnote. Ex. see Note 14.• If a work is cited twice in a row in the footnotes, use "ibid." for the second
citation.
3
Help! I Can’t Find my Style!
4
The style comes from…?
Ask the Citavi team to create the
style
Search for the style
Is the style maintained by a journal or publisher?
University, department, or professor?
Add
Copy and change
Create from scratch
It’s there!
It’s not there
A similar style
exists
Let’s Get Started!
5
Add a new style or edit an existing
style
Define the rule sets needed:
Bibliography formatting
Formatting of in-text citations (or footnotes)
Define general settings
Copying vs. Starting from Scratch
6
Always copy a style using the Citation Style Editor!
Copy and edit Start from scratch
Citation Style Editor Overview
7
List of components
Preview
Reference typeContribution in edited book,Book …
Editing pane
Citation Style properties
Bibliography Entry: Book
• Author (year): title: subtitle. place of publication: publisher.
• Last name, then first name• Colon before the title.• Colon before the subtitle.• Title and subtitle in italics.• A period before the place of
publication.• A colon before the publisher.
8
Eppler, Martin (2003): Managing Information Quality: Increasing the Value of Information in Knowledge-intensive Products and Processes. Berlin: Springer.
Think backwards when adding punctuation!
New Components: 3 Steps
9
Drag components into the template
Define additional characteristics
Define the punctuation
Dragging Components into the Template
10
Defining the Punctuation
11
"Punctuation before" takes precedent over "Punctuation after".
Example: [Place of Publication PERIOD][COLON SPACE Publisher PERIOD] : Publisher
Defining Additional Characteristics: Text Formatting
12
Double-click a component to edit its properties.
Define the component properties:
One Component, Many Reference Types
Once you’ve defined a component once you can use it in all other reference types for which it is available.
13
Title: :Author (Year derived) Subtitle Periodical.
Volume , Page range
,
Title: :Author (Year derived) Subtitle Place of Pub.. Publisher,
Book
Journal article
Title: :Author (Year derived) Subtitle In:. Editor :
Title of the Edited Book . , Verlag , Page range
Contribution in an edited book
Place of Pub.
What are “Components" Anyway?
14
Book Movie
Authors
Place of publication
Internal field name
Same Component, Different PropertiesOccasionally, you’ll want one component to have different properties. For example, if book titles are supposed to be in italics but article titles are not supposed to be in italics
15
Title: :Author (Year derived) Subtitle Periodical.
Volume , Page range
,
Title: :Author (Year derived) Subtitle Place of Pub.. Publisher,
Book – the title is in italics
Journal article – the title is not in italics
Solution: Duplicate the component and make changes to the duplicate.
Duplicating Components
16
First, select the component and duplicate it…
… then double-click the duplicated component to edit it.
Renaming Components
17
1. Double-click in the white space
{0} is a placeholder for the component name.
ex: Title [not italic]
2. Change the name here
Combined Components
18
You can save time by combining components:
If multiple items should appear in parentheses, use a combined component:
Working with Text Elements
19
Some components have special functions …
With a Text element
You can insert punctuation such as parentheses or a colon into a combined component.
You can add text:Access date:URL: In:
Edition Number Derived
20
The component "Edition number derived" lets you specify that only the edition number should appear, even if additional text appears in the edition field. For example, if 4th expanded edition was entered in the Edition field, the citation style would only use the number 4.
This is useful if edition numbers are given as superscript appended to the year:
Chicago 19934
Author, editor or organization
21
Author, editor or organization Usually results in the author being
displayed If no author is available, the editor will
be used. If neither author nor editor is
available, the institution is usedOften used for in-text citations
Year derived
22
Year derived ensures that a year will appear as long as a year was entered in any date field.
The component Year derived should almost always be used instead of the component Year.
First footnote number
23
First footnote number lets you refer back to the first footnote in which a particular reference was cited.
Index in bibliography
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Index in bibliography allows you to refer to the number of a reference in the bibliography.
Formatting Names
25
First Name: Last name, first name
Additional names: First name Last name
Before the last name insert:, and
If more than three names, list only the first followed by: , et al.
Author and editor components allow you to make detailed specifications:
Between names insert:Commas
Exception: Contributions in …
26
For the reference type "Contribution in edited book" the components come from two sources:
The contribution:Author, title of the contribution
The edited book:Editor, publisher,place of publication
What Next?
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Complete the Bibliography rule set and either the In-text citation or Footnote rule set for all reference types you need:
Exceptions
28
For special cases you can create a new condition (Template > New)
Save Time by Inheriting
29
Define the rule set for the reference type "Unknown" …
… and let the other reference types inherit this rule set:
Last but not Least…General Properties
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Click File > Citation style properties to define general properties for the citation style.
Thank you!
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