App/ref

We now support 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.

Rendering the reference

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		also bad (middle name should be initial), but will render ok, and the format to use for multiple given first names

This type of data should be avoided, and in the future will not be allowed:

last name	first name	initials
Yoder, M.
Yoder	M.J.
Yoder	Matthew J.
Yoder	Matthew	J.
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 Book specific fields date of publication book_title the book title city city of publication publisher publisher institution publishing institution temp_citation if you want you may use this as a temporary marker, it is displayed only at last resort full_citation use ONLY if primary fields not filled, will be displayed if no author or year or title is given 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.

Navigating

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.