5.4 Reference Type Definitions

Uploaded by ProQuestRefWorks on 30.05.2012

In addition to your Bibliography, In-Text Citation, and Notes Settings
It is important to establish reference type definitions.
First let's look at the Reference Type definitions for the Bibliography.
Here you see a list of all of the reference types available in RefWorks.
Notice that some are listed as [defined] while others are not.
The most important one is the Generic reference type.
This definition will apply to all reference types listed in your bibliography
That don't have unique definitions of their own.
Below the Reference Type box you will see the settings for the selected ref type
In this case, Generic.
On the left there is a list of fields available for the reference type specified above.
The Output Field Order box lists which fields are to be included in the bibliography
and the order they should appear with the first at the top.
You can add, remove, or re-order these fields using these green arrows.
To the right of this box are the formatting options for the selected field
in this case, the Authors, Primary field.
At the top are any special comments about this field for this reference type.
These are meant to give tips to RefWorks users when creating or editing references.
Next are Field Settings.
You can choose to always include the field
or include it only when its source type is print or electronic.
Check these boxes to apply text attributes such as bold or italics to the field.
And enter any text you want to appear before or after the field.
Let's make the Author field bold.
If you want to see how your changes will affect the final output in the bibliography
Click the Update button
To refresh the preview below.
Note that this preview does not update dynamically as you make changes
It only refreshes after you click the Update button
And if the Update button is grayed out, that means there are no pending changes to apply.
Periodically save your changes as you go by clicking the Save button to prevent losing
any work.
You'll see Field Comments and Field Settings for all fields
But some fields such as Author have unique settings.
Here you can choose to include all authors in the reference
Or include only a specified number if there are more than a certain amount
And what, if anything, should follow the last listed author such as et al. or an ellipse
You can specify how those authors should be formatted
And whether or not to list the last author's name at the end.
Next, how to handle anonymous references - those with nothing in the author field
Separators such as punctuation or words between multiple authors
And settings for the listing of each author's name, for both the first and other authors
Such as the order of first, last, and middle names,
Use of full names or initials
And Case Settings.
Finally, you can specify preceding or following text for single or multiple authors.
These are just the settings specific to authors.
Other fields such as Titles, Pages, and Edition also have their own unique settings.
So far we have only looked at the Generic definition
But each reference type can have its own unique definition.
Those that indicate they are [defined] here have their own definitions
that override the Generic one.
For any types that are not defined in a style, such as the Artwork reference type in this
RefWorks will apply the Generic settings to them in the bibliography.
If you want to add a definition to an undefined reference type
You can copy a definition from a defined one instead of doing it from scratch.
For example, I can define Artwork by first copying fields from the Generic definition
And then making adjustments as needed.
Under the In-Text Citations tab
You see similar options for reference type definitions.
Again, it is important to have a Generic definition.
And you can set up definitions for other reference types which will override Generic.
For example, you may need a unique definition for books vs. other reference types.
Just like the Bibliography definitions
You specify the fields to include and in what order here.
And on the right you'll find the field settings.
The reference type definitions under the Notes tab are also similar.
They determine how the references in footnotes or endnotes will appear.