Publications

How to work with Publications

Publications are useful for creating lists of bibliographic references and citations in various formats. These instructions are for manually creating a reference.

Step 1: Create a reference

1. Use the platform menu to navigate to Content > Publications > Publications > Add Reference.
2. Select a reference type from the list of reference types. This selection determines which fields display for the reference content.

Step 2: Add reference title and link

1. Enter the title of the reference in the Title field.
2. To link directly to an external URL rather than a reference detail page, enter the full URL for the reference in the Link Citation Directly To field. Note that a reference details page will not display on your website if you opt to link directly to an external URL from the reference list.

Step 3: Add reference details

Complete the relevant fields for the reference type, using the fields provided under the reference tabs. The following are common fields across reference types.

1. Select the Authors tab.
   1. For authors already included as Contributors, type the first few letters of their name in the autocomplete field and then select from the dropdown list of matching names. For new authors, enter their full name to add them to both the reference and the Contributors list.
   2. Select a category from the Category menu.
   3. Select a role from the Role menu.
   4. Use the Move control to drag and reorder authors and the Remove button to remove an author.
2. Select the Abstract tab.
   1. Enter and format the reference abstract in the Abstract text area.
3. Select the Publication tab.
   1. Select a status from the Publication status menu.
   2. Use the arrow controls or enter a value in the Year of Publication input.
   3. Enter the title that corresponds to the reference type, for example, Journal Title, Conference Name, or Series Title.
   4. Provide additional details, for example, volume and issue numbers, publication date, and other publication details.
4. Enter the publisher name and other details included under the Publisher tab (for some reference types).
5. Provide identifying details corresponding to the reference type, for example, ISSN, ISBN, and PubMed reference numbers, under the Identifiers tab (for some reference types).
6. Select the Locators tab.
   1. Enter the reference URL in the URL field.
   2. Enter the reference DOI in the DOI field.
7. Provide any additional details in the tabs included for the reference type.

Step 4: Add reference content

1. Add content, images, links, quotes, and more in the Full Text area (see Text Editor for details about using the toolbar and text input area). Note that content provided in the Full Text area only displays on the reference details page.
2. Select the Add link button in the Additional links section to provide a link to a URL or file that displays on both the reference list and the reference details page.
   1. Enter a short description of linked reference in the Link Text field, for example, the reference title.
   2. Select an optional icon to display before the Link Text from the Link Icon menu.
   3. Select an option from the Link Type menu. For Link to URL, enter the URL. For File reference, select the Add media button in the File section. You can select a file from the library or upload a new file. Supported file formats are: TXT, DOC, DOCX, XLS, XLSX, CSV, PDF, and RTF. Make sure any documents uploaded to your site are accessible (see document accessibility).
   4. Select Save to save the additional link. You can add up to three (3) links.
3. Add additional components to the reference details page by selecting the Choose component button in the Additional Content section (see Adding a component for instructions on how to add a component). Components added to this section will display in the Bottom Region on the reference details page. 

Step 5: Configure reference settings

1. We recommend assigning taxonomy terms to references, to help filter reference lists and search results (see Taxonomy best practices and Managing taxonomies for guidance on creating and using taxonomies).
2. Provide a Publication Image that identifies the publication, such as a book or journal cover.
3. You have the option to add a file attachment to display on the reference details page. Supported file formats are: TXT, DOC, DOCX, XLS, XLSX, CSV, PDF, and RTF. Make sure any documents uploaded to your site are accessible (see document accessibility).
4. The first time you save the reference, we recommend you save as a Draft so that you can preview the reference and its links before publishing it to your site (see Publish Status for details about different publication statuses).