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Tagging References
The publishing industry uses the words “citation” and
“reference” both interchangeably and in two rather different senses. One
meaning is a description of a work in a bibliography (bibliographic reference list).
The
other is as a pointer to a description of a work in a bibliography. There is no consensus
on
which word has which meaning, so this Tag Suite uses these (and other) bibliographic
reference terms in the following way:
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Reference List (<ref-list>)
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A list of bibliographic descriptions of material, for example, descriptions of
journal articles or other books cited by this work. The list typically has a title
such as
“References”, “Bibliography”, or “Additional
Reading”. This Tag Set makes no distinction between lists of cited references
and lists of suggested references; both would be tagged as <ref-list>. This Tag Library will refer to these lists
as references lists or as bibliographic references lists.
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Reference (<ref>)
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One item in a bibliographic references list. Each item may be numbered, take a
prefix symbol, or a prefixed designator such as [Lapeyre 2009]. A <ref> is not a textual description of cited material,
but it may contain one or more such descriptions or it may contain a note. A very
typical <ref> contains the description of
one work inside a citation element (<element-citation> or <mixed-citation>).
A <ref> does not contain text
directly because some publishers place multiple works into a single numbered item
in a
bibliographic reference list. The <ref>
is the element for that item. Each cited work will be contained in a citation element
(<element-citation> or <mixed-citation>).
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Citation (<element-citation> or
<mixed-citation>)
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The bibliographic description of a single work, such as a journal article,
conference proceeding, or book. This
element will contain text, bibliographic elements, or a mixture of the two, for
example, listing the title of a work, the author, the date of publication, the page
in
the journal on which the article starts, and similar information.
Single citations are almost never numbered or given a prefix designator because
the prefix and identifying attribute are placed on the containing <ref> element. But citations are allowed to take
numbers or designators (<label>) to
handle those cases where a single item in a reference list describes multiple
works.
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Pointer
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Inside the text of a work, it is common to refer to (cite) external sources such
as journal articles that were influential in forming the ideas expressed in that part
of the text. These too are commonly called “citations”. This Tag Set will use the
term
cross-reference (the element <xref>) to
name the text that points to the description of a cited work in a bibliographic
references list. The @ref-type on the
<xref> can be set to
“bibr” to indicate that the cross-reference is pointing to
an item in a reference list. Typically, the @rid attribute will point the unique identifier (@id) of a <ref>. But when a <ref>
contains multiple citations, the @rid
may point to the identifier of a particular citation (<element-citation> or <mixed-citation>).
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Subsidiary sections:
Two Citation Styles
The Critical Tags for Journals
Cited Books
Dates in Citations
Citing Data
Citing Standards
There is no unified best practice for citing standards documents, such as “ISO 9001”,
in JATS/BITS citations, because there is some basic disagreement among JATS/BITS users
on this topic.
Is a Standard a Book?
Recent analysis has shown that standards are cited in journal articles both as standards
and as books.
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As a standard: When standards are cited as standards, the publication type is @publication-type="standard". Such citations typically include the standard’s title and the standard designator
(which is a simple string which holds the standards-body acronym, the standard number,
and a year for dated standards, e.g., “ANSI/NISO Z39.96‐2015”). The standard designator
is tagged as a <pub-id>, and the standard title is tagged as a <source>. These citations are typically minimal, and may contain nothing but the designator
and the title.
ANSI/NISO Z39.96‐2015. JATS: Journal Article Tag Suite.
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As a book: When standards are cited as a book (currently more common in journal articles), the
publication type may be either @publication-type="standard" or @publication-type="book". The most important difference is other included citation elements. These book citations
typically include the standard designator (e.g., “ANSI/NISO Z39.96‐2015”), the standard
title, a publisher name, a publisher location, and a publication year (which is in
addition to the approval year that may be named in the standard’s designator). They
may also tag other book features like ISBN and size.
ANSI/NISO Z39.96‐2015. (2015). JATS: Journal Article Tag Suite. Baltimore, MD: National Information Standards Organization.
JATS allows both standard citations cited as standards and cited as books. How to
tag a standard and how much standard metadata to tag is left to the user.
Recommended practice, whether tagged as a book or a standard, if a publication is
a standard, and can be recognized as such, the @publication-type value of the citation should be “standard”. It is also recommended practice to tag a standard designator (see next section)
if possible, using <pub-id>. Whether a version number is part of a standard’s title or not is also a publisher
decision.
The Standard Designator
A standard designator is like the nickname for a standard; it is the way standards
are generally talked about and referenced. Lookup of standards in databases, including
at Crossref, is typically accomplished by using the designator as the lookup key.
A standard designator usually includes (just as text and not separately identified):
the acronym of the standards publisher (ANSI/NISO, ASME, ASTM, DIN, IEEE, ISO, etc.),
the standard identification number, and optionally a year.
As an example, here are three standard designators: “ANSI/NISO Z39.96-2019”, “ISO
12083”, and “Z39.96-2021”.
Standard Designators in JATS
- In JATS citations (<mixed-citation> or <element-citation>), standard designators (if tagged at all) should be tagged using <pub-id> with a @pub-id-type of “std-designator”:
<pub-id pub-id-type="std-designator" specific-use="dated" >ANSI/NISO Z39.96-2021</pub-id>
- In JATS citations (<mixed-citation> or <element-citation>), some publishers view the standard designator as part of the standard title (<source>):
<source>ANSI/NISO Z39.96-2021 JATS: Journal Article Tag Suite</source>
How to Tag a Standard as a Standard
When cited as a standard, the mixed citation or element citation should include:
- The attribute @publication-type set to:
<mixed-citation publication-type="standard"...>
- When a standard is cited, the @publisher-type attribute should not be used.
- A standard designator (such as “ANSI/NISO Z39.96-2021”, “ISO 12083”, or “Z39.96-2015”),
tagged as <pub-id>.
- The attribute @pub-id-type set to @pub-id-type="std-designator".
- The attribute @specific-use can be given a value “dated” if the standard includes a year, and “undated” if not.
<pub-id pub-id-type="std-designator" specific-use="dated" >ANSI/NISO Z39.96-2021</pub-id>
- The title of the standard, tagged as <source>.
<source>JATS: Journal Article Tag Suite</source>
- Any other tagging is optional and typically omitted.
How to Tag a Standard as a Book
When cited as a book, the mixed citation or element citation may include any of the
following:
- A @publication-type attribute either set to @publication-type="standard" or @publication-type="book". Which value to use is a publisher decision, although it is considered best practice to tag a recognized standard as @publication-type="standard".
- The title of the standard, tagged as <source>. For some publishers, this title will include the standard designator as well as
the standard title.
<source>JATS: Journal Article Tag Suite</source> <source>ANSI/NISO Z39.96-2021 JATS: Journal Article Tag Suite</source>
- The standard designator (such as “ANSI/NISO Z39.96-2019”, “ISO 12083”, or “Z39.96-2019”),
if it was not included as part of the source, although it may not be tagged at all.
Recommended practice is to tag the designator separately using <pub-id>, so it can be used for online lookup.
- The attribute @pub-id-type set to @pub-id-type="std-designator".
- The attribute @specific-use can be given a value “dated” if the standard includes a year, and “undated” if not.
<pub-id pub-id-type="std-designator" specific-use="dated" >ANSI/NISO Z39.96-2021</pub-id>
- The publisher, tagged as <publisher-name>.
- The publisher location, tagged as <publisher-loc>.
- Date of the standard, as <year> if the date is displayed separately as well as part of the title or the designator.
- Typical book tagging such as ISBN, contributor or collaboration, size, etc.
Note: When citing a standard, the @publisher-type attribute should not be used.
Standards-related deprecated JATS Elements/Attributes
- In current JATS, the element <std> is deprecated and should not be used.
- In current JATS, the element <std-organization> is deprecated and should not be used.
- The value for @publisher-type of “standards-body” has been removed from the list of suggested values for the citation attribute @publisher-type. When a standard is cited, the @publisher-type attribute should not be used.
Subsidiary sections: