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--- word_processor_plugin_usage [2019/02/14 13:12] – [Customizing Cites] dstillman
+++ word_processor_plugin_usage [2022/11/23 03:23] (current) – [Customizing Cites] dstillman
@@ Line 1: / Line 1: @@
 ====== Using the Zotero Word Plugin ======
-These are instructions for using the Zotero Word Plugin. For the LibreOffice plugin, see [[libreoffice_writer_plugin_usage|here]].
+These are instructions for using the Zotero Word Plugin. For plugins for LibreOffice or Google Docs, see [[word_processor_integration|Word Processor Plugins]].
 ===== Zotero Plugin Tab =====
 {{ :word_integration_tab.png?nolink&150|}}
@@ Line 41: / Line 40: @@
 Clicking the “Add/Edit Bibliography” ({{:word_integration:zotero-toolbar-word-add-edit-bibliography-5.png?16&nocache&nolink}}) button inserts a bibliography at the cursor location.
-You can edit which items appear in the bibliography by clicking the “Add/Edit Bibliography” button again, which will open the bibliography editor. See [[#editing_the_bibliography|below]]. Manual edits made to the bibliography in Word will be overwritten the next time Zotero refreshes the document.
+As you use the plugin, Zotero will automatically update the bibliography based on the citations in the document.
+In the rare case that you want to add items to the bibliography that you haven't cited in the document, you can click “Add/Edit Bibliography” button again, which will open the [[#editing_the_bibliography|bibliography editor]]. Manual edits made to the bibliography in Word will be overwritten the next time Zotero refreshes the document.
 =====Document Preferences=====
@@ Line 62: / Line 63: @@
 =====Customizing Cites=====
-Cites can be customized in various ways. To start, click the shaded cite in the Add Citation box to open the cite options window.
+Citations can be customized in various ways.
+If a citation is simply incorrect or missing data, start by making sure that the item metadata in Zotero is correct and complete, and then click Refresh in the plugin to update your document with any changes.
+Other customizations can be made via the citation dialog. Click an existing citation in your document and click Add/Edit Citation to open the citation dialog, and then click the citation bubble to open the cite options window, where you can make the following changes.
 ==Page and Other Locators==
@@ Line 72: / Line 77: @@
 The cite options windows has a drop-down list of the different locator types ("Page" is the default), and a text box in which you can enter the locator value (e.g. "4-7"). To cite a locator other than the ones listed (e.g., "Table), use the Suffix field.
-You can also add page numbers from the keyboard as you insert citations. After you've selected an item and see the author's name in a blue bubble, simply type "p.34" or similar, and the page number will be added to the citation.
+You can also add page numbers from the keyboard as you insert citations. Search for an item and, before or after selecting it, but before pressing Enter to insert the citation into the document, type "p.34", "p34", or even just "34". The page number will be added to the citation.
 ==Prefix and Suffix==
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 Prefixes and suffixes can be applied to each item in a citation to create complex citations. For example: "(see Smith 1776 for the classic example; Marx 1867 presents and alternate view)". Modifying citations by entering text into the Prefix and Suffix fields is always preferable to directly typing in the citation fields in Word. Manual modifications will prevent Zotero from automatically updating the citation.
-==Suppress Authors: Using Authors in the Text==
+==Narrative Citations with Omit Author ("According to Smith (1776)")==
-With author-date styles, authors are often moved into the text and omitted from the following parentheses-enclosed citation, e.g.: "...according to Smith (1776) the division of labor is crucial...". To omit the authors from the cite, check the "Suppress Author" box (this will result in a cite like "(1776)" instead of "(Smith, 1776)") and write the author's name ("Smith") as part of the regular text in your document.
+With author-date styles, authors are often moved into the text and omitted from the following parentheses-enclosed citation, e.g.: "According to Smith (1776), the division of labor is crucial…". To omit the authors from the cite, check the "Omit Author" box, which will result in a cite like "(1776)" instead of "(Smith, 1776)", and write the author's name ("Smith") as part of the regular text in your document.
 ===Citations with Multiple Cited Items===
@@ Line 101: / Line 106: @@
 You can switch to the [[/support/word_processor_plugin_usage_classic | "Classic View"]] citation dialog by clicking the "Z" icon on the left side of the Citation box, and selecting "Classic View". To permanently switch to the classic view check the "Use classic Add Citation view" checkbox in the [[preferences/cite|Cite]] pane of Zotero [[preferences]].
+=== Other Changes ===
+If your citation still isn't displaying the way you want, you can edit the citation directly in your document, but note that doing so will prevent Zotero from being able to automatically update the citation to reflect other changes in the document (e.g., for 'ibid.' or given name disambiguation). After you make a manual edit, Zotero will ask you to confirm that you want to keep the edit and prevent the citation from being updated automatically going forward. It may be preferable to instead make notes in the text of changes you want to make, wait until you're ready to submit the document, and make the changes in a copy of the document after using Unlink Citations.
+If you believe there's an error in a citation style, post to the Zotero Forums so that we can investigate and, if necessary, correct the style. If a style is updated, your document will automatically update to reflect any changes the next time you refresh the document.
 =====Editing the Bibliography===
-After you've inserted the bibliography using the “Add/Edit Bibliography” ({{:word_integration:zotero-toolbar-word-add-edit-bibliography-5.png?16&nocache&nolink}}) button, click the button again to open the Edit Bibliography window.
+As you add and remove citations in the document, Zotero will automatically update the bibliography to reflect your changes. Generally, that's all you have to do.
+In rare cases, however, you may want to add uncited sources to your bibliography (e.g., items included in a review but not cited in the paper) or remove items that are cited in text but which should not be included in the bibliography (e.g., personal communications). To do this, click the “Add/Edit Bibliography” ({{:word_integration:zotero-toolbar-word-add-edit-bibliography-5.png?16&nocache&nolink}}) button again to open the Edit Bibliography window:
 {{ :word_processor_edit_bibliography.png?nolink&700 |}}
-In this window, you can add uncited sources to your bibliography (e.g., items included in a review but not cited in the paper) or remove items that are cited in text but which should not be included in the bibliography (e.g., personal communications).
+You can then use the arrows to add or remove items.
 While it is also possible to edit the text or formatting of bibliography references in this window, doing so is discouraged. References edited here will not be automatically updated by Zotero if you change the data in your library. Editing references here is also somewhat unreliable; several users have reported that modifications made here sometimes do not persist when Zotero references, among other issues.