An important part of the bibliographic work is to be able to customize the bibliography (citation and bibliographic index) according to formats dictated by publishers. CiteSmart offers over 400 predefined journal styles. Additionally, users may modify or create new styles to meet the needs of their target journal if that particular style is not available. It is STRONGLY RECOMMENDED that all users view the video tutorials before attempting to modify or create styles.

Use a predefined style

To use a predefined style, go to Toolbox menu, choose “Journal Styles”, then click “Choose”. You may now browse to locate a style file for CiteSmart (files with a ‘.scs’ extension) or choose a previously used style from the history list. CiteSmart will save a list of the last 30 styles used. Journal styles may also be found using the Quick Style Search Fold Panel.

Modify a current style

An existing style maybe modified using the Style Wizard. From the Toolbox menu, choose “Journal Styles” followed by “Modify Styles”. The wizard can then be launched or the user can go directly to the desired section (see the table below) to modify the style. Changes should then be saved.

Create a new Style

A Style Wizard has been implemented in CiteSmart to help create styles within minutes. The wizard contains 5 pages detailed below.

It is important the know the type of style to be created before beginning:

• Numbered style: Citations are inserted with numbers.
• Harvard style: Citations are inserted with Author-Date format (Brown et al., 2005).

To begin creating a new style choose “Journal Styles” then “New Style” from the Toolbox menu. For this example, “Harvard Style (Author-Date)” will be chosen. The Style Wizard opens the first page. Once the wizard has been traversed, the style should be named and saved. Below is a detailed explanation of each page of the Style Wizard.

The Style WIzard Contains 5 pages:

Note: each of this page can be opened separately using the Toolbox menu. Learn more about Style Creation Tips.

1-Style Information (Page 1):

This page contains general information about the style. The fields on this page are self explanatory however, it should be noted that for the “Journal Name” field, the full title and MEDLINE abbreviation of the journal should be included: “Journal of American Medical Association ; J Am Med Assoc”, don't use JAMA. It is better to avoid the usage or common abbreviations like JAMA or PNAS. The PubMed abbreviation should be used as the standard.

Learn more about Journal Names.

2-Citation General Style (Page 2):

You can specify the general style of the citations. The Font Effects apply only to Numbered styles only. For Harvard styles, each field is customized separately thus the general font effects are ignored. The position of the citation can also be customized as a Superscript or as a Subscript.

3-Citation Information (Page 3):

Various citation properties can be customized on this page: General Format, General Sorting, and Citation Grouping.

General Format:

Insert Numbers? : This defaults to “NO” for Harvard styles. Conversely this defaults to “YES” for Numbered styles.
Brackets: Define the opening and closing brackets that will enclose citations. An opening and closing bracket MUST be entered. Choose “None” if you do not want to add brackets.

General Sorting:

Sorted By? : Choose “Reference Content” for Harvard styles. The most common sorting keys are: Author and Date listed in ascending (ASC) order. Numbered styles are typically sorted by “Document Position”.

Citation Grouping:

This is self-explanatory (see the dialog box).

4-Harvard Citation Template (Page 4):

Citation appearance templates are customized with this page. This page will not be shown for Numbered Style.

Citation Template:

Customize the fields that appear in the template. “Author, Date” is the default and most common template.
Additional fields maybe added from the dropdown list.
Field positions maybe moved using the “Move Left” and “Move Right” buttons.
Font effects (bold, italic, underline, CAPS, SMALL CAPS) for each field is customizable.
Separators can be added with the “Add Text” button.

For Each Author and Between Authors:

Customize the appearance of the author’s name.
Customize the separators between the author’s first, middle, and last names.
Customize the separator between authors
Customize the separator before the last author.

Abbreviation:

Abbreviate long author lists with “et al.” (or something else).
Define the minimal length of the author list before using an abbreviation.

Page 5 (Bibliographic Index).

5-Bibliographic Index (Page 5):

Bibliographic appearance templates are customized with this page. Fifteen types of different publication types are supported however, most journals only provide requirements for three types: Articles, Books and Book Sections (or InBook). Changes to one type of publication maybe mirrored for another type by using the “Copy Settings From:” button. This feature will save time when formatting similar publication types.

Bibliographic Index Template:

Functions exactly like the Citation Template section on Page 4.

Authors:

This is an advanced version of the Author sections on Page 4.
The Editor section works identically to the Author section. It is activated if the Editor field is added to the Bibliographic Index Template.

UID (version 1.2.3+):

It is now possible to add a UID field. This UID has a text customizable (Bottom right of the bibliography panel), i.e. PMID, and it can be linked to the URL of a reference. The UID is (for now), automatically extracted from the URL for Medline record. If linked, it will be able to 1- access the record web page from word 2- Read the last sentences of the abstract from word, by placing the mouse cursor over the link.
Since CS 1.3+, users also have the option to user the PMC number (PMCID). This is a requirement imposed by the National Institute of Health for any report or grant submission. CiteSmart addresses this requirement (see the MireSoft Labs Page or the The NIH Public Access Policy). A video about this is being prepared.

All the other sections are self-explanatory.