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

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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

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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

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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!