SmartRefs plug-in release notes

The SmartRefs plug-in streamlines reference processing by combining formatting, verification, and integrity checks into a single pass. The SmartRefs workflow action submits your references to Edifix—automatically parsing them into your editorial style while validating references against Crossref™ and PubMed®. It also flags retracted papers from Retraction Watch and incomplete entries for review.

The latest version of the SmartRefs plug-in is 3.0.29, released on 24 June 2026.

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We release updates regularly. If you have feedback or run into any issues, contact us—we're happy to help.

3.0.29

Released 24 June 2026

Requires:
Typefi Server 8.23 or later
Typefi Orion Compass 1.3 or later
Typefi Orion for Word 1.4 or later

Improvements

• SmartRefs 3 processes references individually: a reference that can't be resolved is flagged with a comment, and the rest of the document still updates. Previously, a partial or dropped reference caused the entire job to return unchanged.
• SmartRefs now recovers references when Edifix merges a partial entry with its neighbour and drops one of them. Each is resolved separately, and only references that still can't be resolved remain flagged for review.

Fixes

• Numbered references no longer fail Citation Matching when their label includes trailing punctuation (for example, "1." or "1").
• Fixed references that were previously only partially styled due to an incomplete page range (for example, 32–).
• References are now processed correctly regardless of whether Generate tps: prefixes is enabled in the preceding Import DOCX action. Previously, turning this setting off caused SmartReferences to report "No paragraphs matching the configured styles" even when the style group was configured correctly.
• Book chapter references that include both an editor and a chapter title are now tagged edb rather than bok.
• Fixed an issue where a DOI and PubMed identifier appeared without a space between them (for example, doi:10.1016/j.example.001PMID:34418376).

2.0.5

Released 4 June 2026

First customer release

Requires:
Typefi Server 8.23 or later
Typefi Orion Compass 1.3 or later
Typefi Orion for Word 1.4 or later

First customer release. Introduces the SmartRefs workflow action.

• Extracts reference paragraphs from Typefi Content XML (CXML) using a configurable list of paragraph styles.
• Submits references to Edifix for parsing and citation style formatting, with metadata correction using PubMed® and Crossref™.
• Reinserts each processed reference with bib_* character styles and DOI hyperlinks applied.
• Flags incomplete entries and articles in Retraction Watch with a warning comment.
  • Warning comments are now anchored at the end of the reference paragraph so character styling remains visible.
• PubMed® and Crossref™ validation can each be enabled or disabled in the Advanced tab.

1.0.0

Released 30 January 2026

Internal release