App/ref
Contents |
Overview
Mx now supports a fairly broad range of fields for references such that users should be able to maintain a personal reference list in mx. Reference records are shared across projects as well. This becomes very handy when others have entered sets of references that are largely congruent with yours. Functionality also exists to merge synonymous references while maintaining referential integrity.
Pdfs
Pdfs can be associated with given reference. When creating or editing a reference simply browse for and choose a pdf on the 'Attach a pdf' field. Links to the pdf will show up in the list, and in various other places
On Authors
An author will be rendered (by mx) something like this: ‘Yoder, M. J.’. The data for this rendering can look like this:
last name | first name | initials | |
---|---|---|---|
Yoder | Matthew | J | |
Yoder | MJ | bad, but will render ok | |
Yoder | M | J | |
Yoder | Matthew Jon | Somewhat bad, but will render correctly. Is a way to include the full text of a middle name(s) and multiple first names. |
This type of data should be avoided, and in the future will not be allowed:
last name | first name | initials | why |
---|---|---|---|
Yoder, M. | |||
Yoder | M.J. | ||
Yoder | Matthew J. | ||
Yoder | Matthew | J. | data ok, punctuation bad |
Yoder | Matthew Jon | M. J. |
- Authors are added to references according to 1) their order of addition, which is overwritten by 2) their position number if given.
- To add multiple authors to a reference first create the reference with a single (the first) author. After creating the record edit it and you will be presented with another blank set of author fields. Enter the next author and click update…repeat.
Available Fields
year | the year |
year_letter | if you want to keep manual track of the year letter you can use this field, enter only the letter, not the year |
ref_type | chosen from a dropdown, if in doubt choose Journal Article |
title | No punctuation or capitalization beyond the first word |
volume | no punctuation |
issue | or number, no punctuation |
pg_start | a number, no punctuation |
pg_end | a number, no punctuation |
pages | used only if starting page is empty, otherwise ignored, for things like 72a-194ii |
Non- journal (serial) specific fields
date of publication | |
book_title | the book title |
city | city of publication |
publisher | publisher |
institution | publishing institution |
full_citation | use ONLY if primary fields not filled, will be displayed if no author or year or title is given |
Comments on specific reference types
Conference Proceedings
The title of the talk goes in the title field, and the name of the conference goes under book title.
Serials
A list of serials is shared among all projects. Serials are tied to references by the blue drop down.
When you update/edit a reference you can use the ‘update and next’ to commit the changes and automatically move to the next record.
Merging and sharing references
Merging duplicate references
We have added the ability to merge duplicate references. Click 'show', then 'replace with another reference'. All tags, OTUs, etc. that were linked to the duplicate reference will be linked to the replacement.
Sharing References
All references entered into mx are available to any project; you just have to add them to your list (click 'add refs from another project').
What happens when someone in another project edits one of my references?
You will get an email notification describing the changes.