SmartRefs

The SmartRefs workflow action reads reference paragraphs from a Typefi Content XML (CXML) file, sends them to Edifix for citation style formatting and validation, and writes the results back to the output CXML file with bib_* character styles and DOI hyperlinks. References that need attention are flagged for editorial review in Typefi Orion for Microsoft Word.

General

Use this tab to specify the input and output files.

Field	Description
Input file	The input CXML file containing the references to process. Click the Choose File icon and choose a file from the pop-up menu, or enter filename; for example, Input/my-input.cxml.
Output file	The output Content XML file. Click the Choose File icon and choose a file from the pop-up menu, or enter the filename; The default output name is output-1.cxml

Styles

Use this tab to specify the styles that identify references in your document.

Field	Description
Reference paragraph styles	The paragraph styles used to identify reference paragraphs. Enter one style name per line. In Orion for Word workflows, this field is populated automatically from the publication's Bibliographic Reference - All style group.
Citation style	Specify the citation style used to format your processed references. For available options (for example, APA 7th ed., AMA 11th ed., or Vancouver/ICMJE), see available editorial styles.

Advanced

Use this tab to configure which external databases SmartRefs queries and how reference paragraphs are prepared before submission to Edifix. All options are selected by default.

Field	Description
Search PubMed	Select Search PubMed to query PubMed® and validate and correct references.
Search Crossref	Select Search Crossref to query Crossref™ and validate references and resolve DOI links.
Run Cabells validation	Select Run Cabells validation to check journal titles against the Cabells Predatory Reports database and flag matched references with a warning comment. Retraction Watch checks always run regardless of this setting.
Book processing	Select Book processing to apply book-specific processing rules to reference paragraphs.
Remove line breaks	Select Remove line breaks to remove line breaks within reference paragraphs before processing.

Reference types assigned during processing can be reviewed or corrected in Orion for Word using Insert Tags.

TIP

You can use workflow variables to specify file paths. To insert a workflow variable, click the lightning bolt icon and choose a variable from the pop-up menu.