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—see What to do when a reference needs review.

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.
Editorial style (formerly Citation style)	Specify the editorial 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. Always applied unless you supply an eXtyles® editorial style below, which overrides it.
eXtyles® editorial style	Optional. Upload a .xsp file (a RefStr eXtyles reference stylesheet) for a house style not covered by a predefined editorial style. When supplied, this overrides the Editorial style above. Covers reference structure only—journal-name abbreviation matching isn't yet supported.

Advanced

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

Field	Description
Search PubMed	Select Search PubMed to query PubMed® and validate and correct references. Search PubMed is selected by default.
Search Crossref	Select Search Crossref to query Crossref™ and validate references and resolve DOI links. Search Crossref is selected by default.
Add Google Scholar links	Select Add Google Scholar links to append a Google Scholar search link to each eligible reference. Add Google Scholar links is deselected by default.
Book processing	Select Book processing to apply book-specific processing rules to reference paragraphs. Book processing is selected by default.
Remove line breaks	Select Remove line breaks to remove line breaks within reference paragraphs before processing. Remove line breaks is selected by default.
Parameters	Enter one key=value parameter per line to customise how this action processes your references.

Note

Workflows created before v4 still show Run Cabells validation, but the check no longer runs. Updating a workflow to the current action definition removes the checkbox from view as well.

Reference types assigned during processing can be reviewed or corrected in Orion for Word using Insert Tags. If a reference keeps coming back Unknown or the wrong type, see Helping Edifix tag a difficult reference.

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.