Citing in Author VS. Pages or Word

This is to illustrate how much more efficient it is to cite from a document in our PDF viewer Reader to our word processor Author rather than cite in Apple Pages or Microsoft Word (with or without a Reference Manager like EndNote installed). Please note that the workflow is for when you are reading an academic PDF and you decide to cite it:


Citing in Author (from PDF in Reader)

  1. Copy (either selecting text to quote or just cmd-c when the document is open)

  2. Switch to Author

  3. Click where you want the citation to appear

  4. Paste

Citing in Pages (with EndNotes installed)

  1. Switch to Pages

  2. Click where you want the citation to appear

  3. Click in the toolbar

  4. Choose EndNote Citation

  5. Enter keywords in the Find Citation field to find the document you were reading

  6. Press Return to search your EndNote library

  7. Select options using the controls in the Find EndNote Citations window to define how the citation appears in your document

  8. Select a citation from the list

  9. Click Insert

Citing in Word

  1. Switch to Word

  2. On the References tab, in the Citations & Bibliography group, click the arrow next to Style

  3. Click the style that you want to use for the citation and source

  4. Click where you want the citation to appear

  5. On the Reference tab, click Insert Citation

  6. Click Add New Source

  7. In the Create Source dialog box, click the arrow next to Type of Source, and select the type of source you want to use

  8. Type all the details for the source manually

  9. Click OK

Citing in Word (with EndNotes installed)

  1. Switch to Word

  2. Select the EndNote tab

  3. Click the drop down Style menu and select your chosen style from the list

  4. Click where you want the citation to appear

  5. From the EndNote tab click Go to EndNote

  6. Find the the reference that you wish to place in the document

  7. Click on the Insert Citation toolbar button  

How Author & Reader Works Together

When you first open an academic document in our PDF viewer ‘Reader’, if there is a DOI on the first page, you are asked if you want to resolve the DOI into what we call Visual-Meta. Hit ‘Enter’ and in a second this document will now be marked with citation information and is ready to be cited at any point in the future.

When you then copy text (or just copy/cmd-c with the document open) the citation information is appended to the copied text which Author can parse and paste as a full citation.

This means that when you export your document to PDF, the citation will be styled correctly (number or author-date) and the citation will automatically be included in the Reference section. PDF documents produced in Author automatically have Visual-Meta appended. http://visual-meta.info

This method is more robust than using a Reference Manager since there is no database, it is the document itself which is used as the source data, and hence errors have less opportunity to happen. And as is demonstrated above, it is much faster when citing when reading.

Sources

support.microsoft.com/en-us/office/add-citations-in-a-word-document-ab9322bb-a8d3-47f4-80c8-63c06779f127

support.apple.com/en-gb/guide/pages/tan0e6bf8310/mac

unimelb.libguides.com/c.php?g=403235&p=2744645