Advanced Workflows
Advanced workflows are designed to help you edit, validate, and process citations and references in your document.
This section covers the specialised, procedural tools designed for complex document processing and refinement which are important for maintaining editorial compliance and preparing files for advanced export. You can access your organisation's available workflows in the Edit group of the Orion ribbon.
Available Advanced Workflows
The following table lists the advanced workflows. Click on the Advanced Workflow name to see step-by-step instructions.
| Advanced Workflow | Purpose |
|---|---|
| Author-Date Reference Sorting | Orders references strictly according to Author-Date style conventions. |
| Convert and Clean Citation Style | Automates the conversion of numbered citations styles (for example, Vancouver) and standardises all internal and external punctuation and spacing to align with specific journal standards. |
| Citation Matching | Reconciles in-text citations with the corresponding bibliographic reference entries. |
| Citation Order Checking | Checks in-text citation placement and chronological ordering compliance within the manuscript. |
| Bibliographic Citation Renumbering | Sorts the complete reference list based on established rules, regardless of in-text citations. |
| Harvard-to-Vancouver Citation Conversion | Converts author-date (Harvard) citations to numbered (Vancouver) style and re-sorts the reference list in order of first citation. |
| Fix All Caps and Small Caps | Converts Word's ALL CAPS character format to true uppercase characters and removes Small Caps formatting from uppercase letters. |
| Table Footnote Citation Matching | Matches table footnote callout symbols in table cells to their corresponding footnote paragraphs. |
| Duplicate Affiliation Checking | Checks affiliation paragraphs for duplicate or near-duplicate entries and flags them with Word comments. |
| Export Preflight | The final automated check to ensure all required elements are present and clean before file export. |
NOTE
Additional advanced workflows are planned for future releases. Interested in an advanced workflow you don't currently use? Contact us; we're happy to help you to determine the best solution for your organisation.
Select an Advanced Workflow
You can access your organisation's available workflows in the Orion ribbon.
- Open your document in Microsoft Word.
- Select the Advanced Workflows tool to open a dropdown (Word → Orion → Edit → Advanced Workflows).
- From the dropdown, select the appropriate workflow.
Workflows in the dropdown menu appear in the order they are added in Orion Compass.