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csl_simple_edits [2011/04/10 21:27] – [Some Slightly more advanced tips] rmzelle | csl_simple_edits [2012/05/24 11:40] (current) – removed rmzelle | ||
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- | ======A Step-by-step Guide to Changing CSL Styles====== | ||
- | Although there currently is no style editor for the Citation Style Language (CSL) styles used by Zotero, changing styles is not hard. The following guide is designed to enable everyone, including users, with no prior knowledge of XML/HTML or programming, | ||
- | ===== The Zotero Reference Test Pane ===== | ||
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- | An easy way to get started with editing CSL styles is by using the Zotero Reference Test Pane. This tool renders items from your Zotero library with the CSL style of your choice, and gives real-time feedback when you edit the style. | ||
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- | To open the Zotero Reference Test Pane, paste | ||
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- | ''< | ||
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- | into the Firefox address bar and press Enter. | ||
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- | {{: | ||
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- | Open the Zotero pane, and select one or several items. Now select a style from the drop-down menu in the top-right corner of the Test Pane, or copy and paste a CSL style into the text box into the upper half of the split pane window. The lower half of the window will show how citations and bibliographies are formatted for the selected style and Zotero items. | ||
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- | ==== Make some changes ==== | ||
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- | You can now make changes to the CSL code in the upper half of the split window. As long as the changed style is still correct XML and CSL, the lower half of the window will automatically update after each change. **Style changes are lost when you close the Firefox tab or switch styles. If you plan to make extensive changes, make sure to save your edits often.** | ||
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- | ====Some Basic Examples==== | ||
- | Minor issues are likely to be in the ''< | ||
- | ===Changing Punctuation=== | ||
- | Frequently, two citation styles differ only in their use of periods, spaces, and commas between different elements of a citation. In Zotero these are set using the '' | ||
- | < | ||
- | <text variable=" | ||
- | or | ||
- | < | ||
- | <text variable=" | ||
- | or | ||
- | < | ||
- | <text variable=" | ||
- | <text variable=" | ||
- | </ | ||
- | With the third option, the delimiter is only printed when both variables exist. | ||
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- | ===Changing Options=== | ||
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- | Options are specified at the beginning of both the < | ||
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- | ==CSL 0.8.1== | ||
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- | For example, to remove all [[kb/ | ||
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- | ''< | ||
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- | And just delete the whole line. | ||
- | You'll see the change occur immediately in the preview pane below. | ||
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- | If a style prints //et al.// for citations with more than three authors and only prints the first author, you'll find this in the options: | ||
- | < | ||
- | <option name=" | ||
- | If you would like to change this so //et al.// is only used for more than five authors and displays the first three, change it to | ||
- | < | ||
- | <option name=" | ||
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- | The [[dev/ | ||
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- | ==CSL 1.0== | ||
- | In CSL 1.0, the same options - and several new ones - exist, but they are not listed separately, but included in the < | ||
- | < | ||
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- | A bit of trial and error, and testing with a few combinations should help. You can see what different items and combinations will look like by selecting them in Zotero (Ctrl-click to select multiple items), and then " | ||
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- | < | ||
- | < | ||
- | If your style has a mistake, an error message is displayed instead of a citation. Often these messages can help you figure out what you're doing wrong.< | ||
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- | ==== Change the Style Title and ID ==== | ||
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- | While not strictly necessary, it is strongly recommended that you change the title and ID of your style. | ||
- | Changing the title and ID of your modified style has two advantages: | ||
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- | * Installing your modified style won't overwrite the original style | ||
- | * It will prevent your modified from being overwritten itself. The styles that ship with Zotero are automatically updated. If you modified one of these styles and didn't change the title/ID, your modified style will be overwritten when a style update becomes available. | ||
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- | The title and ID are stored within the ''< | ||
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- | < | ||
- | < | ||
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- | can be changed to | ||
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- | < | ||
- | < | ||
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- | === Different CSL versions === | ||
- | Starting with version 2.1, Zotero uses an updated version of the Citation Style Language, [[http:// | ||
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- | ===== Using your Edited Style with Zotero ===== | ||
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- | You've made some changes to a style, and now you'd like to use your edited style with Zotero. How do you install this new style? | ||
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- | Select all the style code in the upper half of the test pane (Ctrl-A on Windows, Cmd-A on Mac OS X). Copy and paste the code into a text editor and save the style with a " | ||
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- | To install the style, drag the file from where you saved it into an open Firefox page, and click Install in the pop-up message. | ||
- | {{: | ||
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- | You can ignore the grey bar at the top of the window ("This XML style does not appear..." | ||
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- | ===== Some Slightly more advanced tips ===== | ||
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- | For anything more advanced, [[dev/ | ||
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- | If you are making several changes, you might want to copy all the CSL code from the top window (Ctrl-A, Ctrl-C) and paste it into a new file in a text editor. Notepad works fine, though using a good text editor designed for programming like the free [[http:// | ||
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- | You'll find that your fellow users on the Zotero forum will be happy to help you with any problems. The forums also have little nuggets of gold all through them, and [[/ | ||
- | ===== Sharing Styles ===== | ||
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- | If your new style has general appeal, consider [[dev: |