App/ref

From mx Help Wiki
Revision as of 11:07, 13 October 2009 by Katja (Talk | contribs)

Jump to: navigation, search

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.

Searching

Error creating thumbnail: Unable to save thumbnail to destination


Here is the big list of references already in the database. Start typing into the search box to see if your reference is in there yet. You can start typing anything - from 'last name', 'year', 'title', etc. - and it will be searched.

Adding References

Error creating thumbnail: Unable to save thumbnail to destination



Adding reference is fairly intuitive. The 'serial' text box will autofind the journal's name for you. Don't see the journal you need? You can add it by clicking the 'Serials' link at the top. If you have a question about any of the fields roll your mouse over it. A pop-up title will give you some hints. More details on adding references are below.

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.

Overview of fields

Not all fields are listed, (i.e. DOI/pdf links etc. are not here).

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.

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.

Personal tools