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Editing CSL Styles - Step-by-Step Guide
CSL Visual Editor
An open source, visual CSL editor has been developed in a collaboration of Columbia University Library and Mendeley. You can find the editor here and a usage guide here. If you have trouble editing styles you can still ask for help on the Zotero forums. You can report bugs here - make sure you're reporting reproducible errors. The github issue tracker is not the place for questions.
Manually Editing CSL styles
In many cases you may still want to manually edit CSL styles. This guide provides easy to follow steps.
1 - Start with the Right Style
Start by checking the Zotero Style Repository. If you want to improve an existing CSL style, make sure that you start from the most recent version (the repository shows the date and time each style was last updated). If you want to create a new style, find the style that most closely matches what you need using the previews in the style repository. Typically the best way to find a most similar style is the “search by Example” function of the visual style editor.
2 - Edit the Style
Download the style you want to edit to your computer, and open it in a (plain) text editor like Notepad on Windows, TextEdit on Mac OS X (select “Make Plain Text” under “Format”), or gedit in Linux. Other options are Notepad++ for Windows, TextWrangler for Mac OS X, oXygen XML Editor, Emacs in nXML mode, and jEdit, which all support XML syntax highlighting (CSL is an XML-based language) and in some cases also real-time validation against the CSL schema.
Paste the style code into the Zotero CSL Editor, so you instantly see the effect of code changes on the style output. If you make your edits directly in the test pane, save your edits often via your text editor or using the “Save” button , as changes in the test pane get lost easily.
See the documentation page of the CSL project website for information on making CSL changes (in particular, make sure to take a look at the CSL specification. Below we discuss a few common and simple style edits to get you started.
Change the Style Title and ID
Important: Before installing your edited style, you must change the style title and ID at the top of the style code. If you don't change these, your modified style will be overwritten the next time the original style is updated.
The style title and ID are stored within the
<id/> elements near the top of the style. For example,
<title>Harvard Reference format 1 (Author-Date)</title> <id>http://www.zotero.org/styles/apa</id>
can be changed to
<title>Harvard Style Modified</title> <id>http://www.zotero.org/styles/apa-modified</id>
The URLs that you put in as an ID do not have to exist (i.e., you can use a zotero.org/style/mystyle type ID even if the style will not be posted on the Zotero repository).
Before installing a modified style, always make sure it is valid XML and CSL by validating against the CSL schema.
In this example, we want to display the publisher (“CSHL Press”) and the location of the publisher (“Cold Spring Harbor, NY”) in a bibliographic entry. While this can be achieved with the code
<text variable="publisher"/> <text variable="publisher-place"/>
this would result in “CSHL PressCold Spring Harbor, NY”. Fortunately, we can add some punctuation with the
delimiter attributes. Let's say we want to separate the
publisher-place by a comma-space, and wrap the whole in parentheses, i.e. “(CSHL Press, Cold Spring Harbor, NY)”. This can be done with:
<group delimiter=", " prefix="(" suffix=")"> <text variable="publisher"/> <text variable="publisher-place"/> </group>
The advantage of use a
group element is that whenever you have a
publisher, but no
publisher-place, you don't end up with incorrect punctuation: the output would become “(CSHL Press)”. If you would set the punctuation directly onto the
text elements, e.g.
<text variable="publisher" prefix="("/> <text variable="publisher-place" prefix=", " suffix=")"/>
you would lose the closing bracket, i.e. “(CSHL Press”.
Changing Et-al Abbreviation
There are two main settings for et-al abbreviation (e.g., rendering the names “Doe, Smith & Johnson” as “Doe et al.”). The minimum number of names that activates et-al abbreviation, and the number of names shown before “et al.”.
In CSL, these settings can appear on the
names elements in the form of the
et-al-use-first attributes (it is possible to have separate settings for items that have been cited previously by using the
<citation et-al-min="3" et-al-use-first="1"> ... </citation>
will result in name lists like “Doe”, “Doe & Smith” and, if there are three or more names, “Doe et al.”. Try changing these numbers and observe the effect.
CSL offers multiple methods to disambiguate cites or names. For example, a style might normally render only the family name (e.g., “(Doe 1999, Doe 2002)”). If the authors are Jane Doe and Thomas Doe, these names can be disambiguated by adding initials or the full given names (e.g., “(J. Doe 1999, T. Doe 2002)”).
Disambiguation methods are selected on the
citation element. For example, to disable given name disambiguation, delete the
disambiguate-add-givenname attribute, e.g. change
<citation disambiguate-add-givenname="true"> ... </citation>
<citation> ... </citation>
Separation of authors
By default several authors are separated by a delimiter
, and the word
and. This settings can be changed, for example to use the symbol
<names variable="author"> <name form="short" and="symbol" delimiter=", "/> ... </names>
or to not use
and at all, but to use the delimiter
<names variable="author"> <name form="short" delimiter="/"/> .. </names>
Conditional Rendering (full footnote style)
The appearance of citations in (full) footnote styles may depend on their position in the paper. If the same source is cited twice, it may be that a shortened version is used in the second (and any further) citation. To handle this distinction, one can use conditional rendering based on the position of the citation. A generic structure could then look as
<citation> <layout> <choose> <if position="ibid-with-locator"> ... </if> <else-if position="ibid"> ... </else-if> <else-if position="subsequent"> ... </else-if> <else> ... </else> </citation> </layout> </citation>
If a case is missing in your style, you can add that and fill out what and how the information should be rendered in that case (an example of such a full footnote style).
3 - Install your Edited Style with Zotero
See Citation Styles.
Save the style with a “.csl” file extension (you can generally do this by simply typing ”.csl” after the name of your file). Then, go to the Cite pane in the Zotero preferences. Click on the “+” sign below the list of installed styles. In the file selection dialogue that opens, navigate to the .csl file you just created and open it. This will install your new style.
4 - Sharing Styles
If you get stuck at any point, try posting a question on the Zotero forums.