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Select the Manage → Settings → Configuration menu and click the References tab. The References tab of the Configuration page allows you to select which fields are mandatory when entering references and setting the formatting for references.

OptionDescription
Show list of existing references to pick from

Select Yes if you want to require references that already exist to be displayed in the Question editor pages.

Show drop-down interface (no auto complete) for reference selection

If the Show drop-down interface (no auto complete) for reference selection setting is not selected (this is by default), then the user is shown the autocomplete-based reference selection User Interface in Add New Reference pop-up on the Write Question Modify Question page instead. Users can start to type in the reference. The system locates references that match what you typed in the list. Select the reference from the list.


Select the Yes check box if you want to show the drop-down-based reference selection user interface to the user instead. This allows the user to select from a list of existing references when they click the drop-down arrow. The list displays all existing references in the project, regardless of the type of reference. Users are prevented from typing in a new reference.

References can be set for the following components

You must identify where you will allow references to be set:

  • On only Items (Default for new and all existing projects)
  • On Items and Keys
  • On Items, Keys and Distractors
Allow users to add new <Book, Journal, URL, Equation> references to the project

Select from one of the following options:

  • Yes, including new sources
  • Yes, from existing sources
  • Not allowed


The following table summarizes how the reference settings work:

OptionBehavior for Adding New EntriesBehavior for listing existing entriesModify existing References

Yes, including new sources

(default setting for all reference types)

Allow users to insert references from new sources for Books, Journals, URLs, or Equations.

Existing references are listed and can be selected.

All references are listed.Yes
Yes, from existing sourcesWriters/reviewers are able to add new references to the project, but they cannot write the source. They must pick an existing source from the drop-down list and then complete the other fields. The rules for selecting existing references and adding new references apply to writers/reviewers. Project Managers are always allowed to add new references to their projects.All references are listed.No
Not allowedPrevents users from inserting a specific type of reference.

References cannot be added.

The Add New Reference button is grayed out for the selected reference type.

No

 

The following table summarizes how the reference settings work:

 

OptionDescription
Allow users to add new Book references to the project

If a book reference already exists for a project, you can begin typing the book reference in the Existing reference field. References that match the typed characters are listed. Select the desired reference from the list.

Yes, including new sources selected: Click Add New Reference. Displays plain text box for manual entry in the Source field. The Source and Date reference fields are mandatory.

Yes, from existing sources selected: Click Add New Reference. Click the Source drop-down list and select an existing book reference from the list. The Source drop-down list is populated by source data for Book type reference entered by the Project Manager. Item writers, reviewers and validators are not able create a new source. You must fill in any of the other reference fields.

Not Allowed selected: The Add New Reference button is grayed out and you are not able to add a new Book reference. You can type in an existing book reference in the Existing Reference field and select it from the list. You are unable to modify the existing reference. You can add Chapter, Page, and Component reference fields.

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This setting is applicable only to a user with a non-Manager role and has no affect for a user logged in as the Project Manager.


Allow users to add new URL references to the project

If a URL reference already exists for a project, you can begin typing the URL in the Existing reference field. References that match the typed characters are listed. Select the desired reference from the list.

Yes, including new sources selected: Click Add New Reference. You can manually enter the URL into the Source field. Source and Date reference fields are mandatory.

Not allowed selected: The Add New Reference button is grayed out and you are not able to create a new URL reference. You may type an existing URL reference into the Existing reference field and select it from the list. You are not able to modify the existing reference. You can add a Component for the URL.

Allow users to add new Journal references to the project

If a journal reference already exists in the project, you can type the journal reference into the Existing reference field. References that match the typed characters are listed. Select the desired reference from the list.

Yes, including new sources selected: Click Add New Reference. Displays plain text box for manual entry in the source field. You must enter all the desired reference fields. Source and Date are required fields.

Yes, from existing sources selected: Click Add New Reference. Select an existing journal reference from the Source drop-down list. The Source drop-down list is populated by source data for Journal type references entered by the Project Manager. Item writers, reviewers and validators are not able create a new source. You must fill in any of the other reference fields.

Not Allowed selected: The Add New Reference button is grayed out and you are not able to create a new Journal reference. You can type in an existing journal reference in the Existing reference field and select it from the list. You are unable to modify the existing reference. You are able to add Article, Volume, Issue, Page and Component reference fields.

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This setting has no effect for a user logged in as the Project Manager.

Allow users to add new Equation references to the project

If an equation reference already exists in the project, you can type the equation reference name into the Existing reference field. References that match the typed characters are listed. Select the desired reference from the list.

Yes, including new sources selected: Click Add New Reference. Enter a Name for the new equation. Create the equation in the Description field.

Not Allowed selected: The Add New Reference button is grayed out and you are not able to add a new Equation reference. You can type in an existing Equation Name in the Existing reference field and select it from the list. You are unable to modify the existing reference. You can add a Component to the equation reference.

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When references are added to an item, they are listed in the References accordion tab of the item. Any Components for a reference are listed in the right column. Empty reference fields are listed with "/" to identify the field. Both long Source names and long Components are supported. Components can be up to 15000 characters in length.

ref

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Under the Select mandatory fields for reference section, the source is always set to enabled and is grayed out, thus preventing its modification by the user. This is because the source is the most important distinguishing parameter that is unique to a reference.

 

  1. Select Show list of existing references to pick from as Yes, when requiring the already existing references to be displayed in the Question editor pages.
  2. If the Show drop down interface (no auto complete) for reference selection setting is not selected (this is by default), then the user is shown the new autocomplete-based reference selection user interface in Add New Reference pop-up on the Write Question Modify Question page instead.


    Select the Yes check box if you want to show the drop-down-based reference selection user interface to the user instead.

  3. Select how users are allowed to add references from the drop-down lists.
  4. Select the mandatory fields for references for Equations, Books, Journals, and URLs by selecting the corresponding boxes. A selected check box indicates that the field is mandatory.
  5. To control the display of references on the Question Metadata tab of the Examine Question page, type in the keywords provided along with any formatting and supporting text. The below screenshot shows how the four reference types are displayed with the default keywords format order.

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    Omitting a keyword causes that information about the reference to not appear at all. Repeating a keyword causes that information to be repeated in the citation.

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    Text that is not a keyword is reproduced literally. Use such text only for formatting the appearance of the citation.

 

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