Assembling Rule Sets

As you learned in Anatomy of a Citation Style, a rule set consists of either one or more templates, or it is inherited from another use case. There are three rule sets in each use case: bibliography, in-text citation, and footnote citation.

When you design a rule set, you first design the template that covers the standard citation style, for example a standard entry in the bibliography. With that completed, you can add additional templates that apply in certain conditions.

Defining the Default Template

1.Select the use case you want to edit, for example, Book. You can either click the tab for the use case, or you can select it from the Open reference type menu. You may find it helpful to complete the Unknown use case and base all the other use cases off it, then defining all the exceptions as you go.

2.Begin dragging components from the left into the default template for the rule set you are working on. You will notice that the available components vary by use case. You will often begin with the bibliography rule set, and normally you will add the Author component first.

3.Keep dragging in components to assemble the template. You will see your changes in the preview area on the right.

If you need components that aren't available, you can create custom components.

Defining Exceptions

Now that you have handled the default template for a bibliography entry, you will learn how to handle the exceptions.

For example, if an edited book was published by an organization instead of a named editor, you need to cite the organization instead, so you add a new template that applies only when there is no editor.

1.With the default template selected, on the Template menu, click New.

2.Select the checkbox for the condition you are handling. In our example, we select "Editor" field is empty.

3.Drag components to the new template.

 

You need a separate template for each special case you need to handle. To base one template on another, click the template you want to copy, then press Ctrl+C to copy it to the Clipboard. Then click the new template and press Ctrl+V to paste it. Then you can add or remove components.

URL for this page: http://manual.citavi.com/en/?citation_style_rule_sets.htm (Last updated: 18.08.2011 15:11:00)
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