The Publications feature allows the creation and listing of highly-structured bibliographic references from a broad selection of publication types.
Before you start make sure you are adhering to:
- Princeton's Copyright Policy
- Princeton’s Open Access Policy (Contact the Scholarly Communications Librarian for assistance.)
Adding a Publication (Reference)
From the Administration toolbar, click on the Manage button, go to Content, then Publications library, then References, and Add Reference. Alternatively, from the Content library page, you can use the Add Reference button on the References sub-tab of the Publications tab.
- On the next screen, choose your desired publication type to advance to the Create screen.
- On the Create screen, you will have dozens of fields. For most publication types, only the title and the year of publication are required fields.
- Some types may have additional required fields that are indicated with a red asterisk. For example, a Book requires that you fill in Publisher.
- The Author field autocompletes with previously entered Contributors. New authors are automatically added to the system as contributors.
- Click Save.
- After saving, the front-end view of the individual reference page loads.
- Publications, Contributors, and Keywords are contained within the Publications section and do not appear in the normal list of Content.
If you have dozens of publications, each with over a dozen fields, it may not be practical to enter them directly into Drupal. Instead you or your organization may choose to use a reference management application, such as Endnote, or a reference database service, such as PubMed. These tools have industry-standard export formats. Importing an exported BibTeX file, for example, allows you to create an individual reference or hundreds of references automatically, with all fields intact.
From the Content, Publications library, References sub-menu, you can perform the following actions (these same actions are available on the Publications tab in the Content library page.
- Populate Reference
This screen allows you to paste the raw export of your bibliographic entry into a blank text field. BibTex, PubMed XML, and multiple Endnote formats are supported. Multiple entries are not supported on this screen; if you paste in multiple entries, only the first entry will populate a new reference. Clicking the Populate button takes you to the Create screen with all imported field data filled in. You must click the Save button to add a new reference.
- PubMed lookup
Every record in PubMed has a 1 to 8 digit number as a unique identifier. If you paste in this number and click the Populate using PubMed button, it will take you to the Create screen with fields filled in with the PubMed reference data. You must click the Save button to add a new reference.
You can bulk import your entire publication library or add multiple additional entries with a single operation. Use the Choose File button to select an export file on your local system. Choose BibTeX, EndNote, or PubMed XML as the format. Then click the Import button. A progress bar will display, and then a status message back on the Import screen will let you know the number of "entities processed." You can then return to the References tab to review your newly imported references.
If you want to move your publications into another system, you can bulk export all references into a BibTeX or EndNote formatted file.
The Publications feature in Princeton Site Builder v2 does not create a "Publications" page by default. Instead you create a blank Page and then use Layout Builder to add the Publications List block. The default display type shows your publications as a paginated list of bibliographic citations. You can also choose to list your publications as a custom list of manually selected fields.
With both display types, you can configure the Sort order. The default sort order is by Year, descending from the most recent year. The Author sort option sorts alphabetically by the last name of the first listed author for a publication. The Title sort option sorts by numbers, then special characters, then A through Z, and it groups non-alphabetic characters under the # symbol for filtering.
The Publications list will display all published publications by default; however, in the Filters section of the block configuration, you can filter by Publications Category, Keywords, and Publication Type. You can select multiple items for each filter option by holding down a modifier key when selecting an item (Ctrl on Windows and the command key on MacOS). Use the same modifier key to deselect an item.
By default, a Search field and a collapsible Advanced Filters (Author, Type, Year, Keyword) control is added to the top of the publications list on the live site. You can configure the block to omit these two items, which might not be appropriate for shorter lists of publications.
There is an option to insert a View All link at the bottom; however, we recommend using this option with a limited number of items and pagination turned off, such as a teaser list on the front page or a sidebar.
You can also uncheck "Group items by sort headings" to remove the H3 headings. This can be useful, for example, if you are displaying a list of books in a grid, and you want a continuous grid instead of one separated by years.
Citation List Display Type
When configuring the Publications List block, choose "Show references as a list of citations" as the Display type. You will not have full control over the display of the fields; however, you will be able to choose a standard Citation Style Language (CSL) format. We currently support the following CSL formats:
- American Medical Association
- American Psychological Association, 6th edition
- Chicago Manual of Style, 17th edition (author-date)
- Council of Science Editors, Name-Year (author-date)
- Modern Language Association, 7th edition
- Modern Language Association, 8th edition
- National Library of Medicine (grant proposals with PMCID/PMID)
The configured default CSL format is "Chicago Manual of Style, 17th edition." There are over 10,000 CSL formats available. If you prefer a particular CSL format, contact email@example.com, and we will include that format in a future monthly release of Princeton Site Builder v2.
Manually Selected Fields Display Type
When configuring the Publications List block, choose "Show references as a list of manually selected fields" as the Display type. With this display type, you have the option of displaying the rows of items as a single-column standard list or a multicolumn grid, and you can specify up to 6 columns in each row.
Managing Contributors and Keywords
You can manually add contributors and keywords before you add a related publication, but most often you will be indirectly creating these related entities when adding or importing publications. The data entry for these publications may have been inconsistent or imperfect, and you may end up, for example, with three contributors with the same name. You might also have two copies of the same keyword with a different case. Because publications can be filtered by contributor or keyword, clicking on S. J. Booker, for example, might not bring up the publications for S. Booker.
The edit screen for each contributor or keyword has a Merge tab with an autocomplete field. However, if more than one contributor has the same display name, choosing the correct record to merge into can be a guessing game. Instead, hover over each of the keyword links to take note of their A piece of data within a Drupal site. Nodes, users, comments, and taxonomy are all entities. Additionally, with custom code, developers can create new entity types when needed. For example, the Bibcite module which powers the Publications feature creates entities for references, contributors, and… IDs. in this example, we want to merge two "S. Booker" records into a third "S. Booker," with the entity ID 118.
Then we can edit the other two instances of the S. Booker entry, and use the autocomplete field to merge each one into the S. Booker (118) record. If you choose the wrong one, try again until you see the correct entity ID in parentheses. Then click the Merge button, then Confirm. Repeat as many times as needed.
Keywords have the same merge feature, but it is considerably simpler to choose the correct merge target.
You can also merge multiple Contributors at once via the Action menu at the top of the Contributors list. However, you still have to specify a merge target. If the target destination is important, take note of the entity ID, as explained above, before performing the merge operation.
If you delete a contributor, the system will not provide you with an opportunity to merge. The system will just ask for confirmation. If you then delete the contributor, the related publication(s) will no longer have that author listed.
Keywords only have a single field value. Contributors, have additional values beyond the Full Name (display name). The Full Name will appear with the publication, and additional values, such as Prefix, Middle name, Nickname, Suffix will display as individual fields on the Contributor detail page.
Configuration (Site Admins)
Those with the Site Admin role have some limited configuration options for Publications.
Accessed from the Admin Toolbar, the Structure, Publications, References page has one sub-tab — Links. Under the Links tab, the list of reference links can be enabled or disabled and re-ordered.
- The generated Google Scholar link performs a Google Scholar search, based on the publication title. If most of your publications are not in Google Scholar, such as a list of books, you may want to disable this link.
- The PubMed link only appears if a PubMed ID (PMID) is set for an individual publication. If you are not using PubMed at all, you can ignore this link setting.
- The DOI (Digital Object Identifier) link only appears if a DOI is set for a publication. It uses the service at doi.org to resolve to the official URL for the publication reference.
- The rest of the reference links allow a site visitor to download a citation export file for an individual publication. The default enabled formats include BibTeX, EndNote, and PubMed XML.
- BibTex entries that use quotation marks as the delimiters surrounding each value are incorrectly parsed when populating a reference or importing a BibTeX file. Incorrectly parsed entries will add quotes before and after the reference Title, and it will add multiple quotation marks before and after each author. The workaround, for now, is to replace the quotation marks for each value with a curly bracket.
- Each contributor can be assigned a category and a role — for example, "secondary editor." However, Bibcite lacks consistency with how it handles these additional values. More research will be required before we can recommend a workaround for this issue.
- Some BibTeX entry types exported from Biblio, such as @webarticle and @inproceedings are not correctly mapped to Bibcite reference types. The workaround, for now, is to manually create a reference with the desired reference type.