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word_processor_plugin_usage [2020/02/10 17:15]
dstillman [Customizing Cites]
word_processor_plugin_usage [2020/02/10 17:22] (current)
dstillman [Customizing Cites]
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 =====Customizing Cites===== =====Customizing Cites=====
  
-Citations can be customized in various ways. If a citation is simply incorrect or missing data, look at the item in Zotero and make sure the item metadata is correct and complete, and then click Refresh in the plugin to update your document with any changes.+Citations can be customized in various ways.
  
-Other changes 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.+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== ==Page and Other Locators==
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 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]]. 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]].
  
-=== Further ​Changes ===+=== 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). It may be preferable to make a note 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 ​to turn the citations into flat text.+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 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=== =====Editing the Bibliography===
  
word_processor_plugin_usage.txt · Last modified: 2020/02/10 17:22 by dstillman