Defining The In-Text Citation Formatting

In-Text Citations are comprised of two parts:  

Citation Output Settings

We recommend establishing the Citation Settings first and then adding the actual in-text information.

To define the in-text citation settings:

  1. In the Citation Type drop-down select In-Text Citations Only (or In-Text Citations and Notes if you want footnotes/endnotes in addition to in-text citations).

  2. Click on the In-Text Citation tab in the main area of the output style editor.

  3. Click Citation Settings to expand and display the setting options. This is where you define how the citation in the text of your paper is formatted. There are two general types of in-text citations: Numeric and Author/Date. For each you must define what you want to Precede and Follow the citation. RefWorks defaults to ( ) as this is the most common option.



To create an in-text citation definition:

  1. Click the In-Text Citation tab.

  2. By default, your in-text citation formatting will be created for references that are in a single language.  You have the option to add additional language formats if your in-text citations will have references in more than one language). To create an output style that supports multiple languages, click here to learn about adding alternate languages.

  3. Under Reference Type, select Generic.

  4. You only define the citation format for the Generic Reference Type. This definition will be used for all reference types.

  5. The Fields for this type box shows all the fields available for the Reference Type, Generic.

  6. Select and move the fields you need (for example: for an author/date citation, you would select the Authors, Primary field and click the right arrow icon rightarrow.jpgto move it to the Output Field Order box, then you would select the Pub Year field and click the right arrow rightarrow.jpg to move it over as well).

  7. In the Output Field Order box, select a field and look at the Field Settings to the right of the window. The Field Settings change to guide you through the defining process. The first group of settings, Field Settings, is fairly consistent for each type of field. You also designate in the Field Settings when that particular field should print -- always, when the source type in the reference is set to print or when the source type is set to electronic.  It determines the formatting of the field itself as opposed to the format of the elements within the field. In some cases, such as Volume, there is very little that is needed. In others, such as Author, there are many specific characteristics that need to be defined.  

    You can also add Field Comments for each field used within a reference type.  Field comments also appear when adding a new reference or editing an existing reference.

    :  Detailed information about Field Settings typically used for defining an in-text citation are listed below.  This will help you become familiar with the different types of options available for the various fields.

  8. Under Preview of Citation Output, click the Update button to see the fields you have added and any field formatting you have added.

Author Fields

Field Comments

Enter any information you would like to include about this field.  This field is information only and does not affect the formatting or output.

Field Settings

Since you have already set your Preceding and Following characters under Citation Settings you do not need to do that here.

Author Settings

(Smith 1998a, Smith 1998b)