- Creating a Reference Library
- Inserting a Reference: Drag and Drop
- Inserting a Reference: The Cite Button
- Editing a Placed Reference
- Deleting References
Your Reference Library
Before you can cite a source in one of your documents, you need to load them into your SciFlow Reference Library. You can access the reference library through the sidebar menu on the right-hand side of the screen. There you can synchronize your Zotero or Mendeley collection or import bibliography files manually from tools like Citavi or EndNote.
These entries appear in the right-side column of the library menu, which constitutes your personal library and is usable in every document you author.
Once you've created your personal library, you can start citing in two ways. You can place them by either dragging and dropping the chosen reference from your library or using the cite button in the format bar. Placed references will also automatically appear in the current document's entry list of references in the left side column of the library menu (This document).
Important: All entries in the This Document list are also available for any co-authors and vice versa, effectively allowing any collaborator to access the currently used references of a document even if they don't own them.
Drag and Drop
The first way to cite in SciFlow is to select a reference from your reference library by either scrolling through your list of entries or searching for it via the search bar on the top of the interface (accessed through the magnifying glass icon).
Then, click, hold down, and drag the reference to the desired position within the running text and release it there. This process will insert a default citation form of that quote. Learn how to edit your references further below.
The Cite Button
The second way to insert a reference is accessible through the cite button found in the format bar on top of the screen.
After you placed your cursor within the running text at the designated position for your reference, select this button to open the insert citation menu. From there, you can choose the desired entry of your library by typing in its name, similar to your reference library's search function. References already used in your document will be offered here as well.
After selecting the appropriate entry from the appearing drop-down menu, you'll enter the next level of the insert citation menu. You can further edit the reference or form of the chosen citation from there, which is explained in detail below. If you applied all desired requirements for the quote, push the insert button to place it accordingly.
How to Edit a Citation
You can further alter every placed reference through the insert citation menu, which opens after selecting any quote in the running text. It gives you the ability to add or change a reference prefix, assign page specifications, add more references to a citation, or even customize the citation's presentment.
Assign a Reference Prefix or Page Specifications
Under the column Prefix, you can type in any desired prefix (e.g. see) for each entry listed in the citation.
Under the Column Page, you can enter the respective page numbers of the referred sources.
Add Another Reference to a Citation
The text box (Search and choose your references) on top of the citation menu allows you to search for a particular entry from your library by typing in its name. Choose the desired reference from the appearing drop-down menu to add it to the citation.
Vice versa, any additional reference can be removed from a citation via the aligned trash can icon below the delete row.
Apply a Custom Citation Format
Depending on the citation style you are planning to export your document with, it may be necessary to apply a particular custom format to a citation. These customizations constitute themselves as follows:
- default: contains the author and the year of publication [ (Kiendl, 2020) ]
- slashed author: only the year of publication is displayed [ (2020) ]
- only author: only the author of the publication is displayed [ (Kiendl) ]
- combined: author and year of publication are shown but alone the year is put in brackets [ Kiendl (2020) ]
The necessity of this option is highly dependent on the chosen citation style or other formal requirements expected from your document.
Lastly, you can remove every citation from the running text the same way all other regular text is, by deleting them using backspace or other deleting commands. Afterward, these references will still be listed under the This document column of your reference library for you or your collaborators to reemploy.
If you want to remove them from there as well, use the trash can icon next to the respective entry.