Active Citation Editor (ACE) User Manual
Contents
1. We recommend using either Google Chrome or Safari as your browser When you navigate to the URL above you should see a screen that looks like the screen below Select your project from the dropdown menu and click Load l Active Citation Project Select an active citation project Project Crawford Chapter 4 1 Pivotal Deterrence and the Chain Gang Sir Edward Grey s Ambiguous Policy and the July Crisis 1914 Timothy W Crawford 0 Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry CQMI Syracuse University You are now in Publication View for your project the top of which looks like the screen below Overview Citation View Edit Project Details Swiech Pro Pivotal Deterrence and the Chain Gang Timothy W Crawford Sir Edward Grey s Ambiguous Policy and the July Crisis 1914 As the menu items at the top of the page indicate you can switch to Citation View Edit Project Details or Switch Project to view another active citation project We offer further information on the first two alternate views below Because any changes that you make to another project are saved in the system we ask that you please do not make edits to any project but your own 2 0 Editing Project Details To edit the general information about your project from Publication View click on Edit Project Details The following dialog box which should be pre popul2. Citation Details The following dialog box will appear Active Citation Details Edit active citation details below Endnote Ibid 340 Keith M Wilson lt em gt The Policy of the Entente Essays on the Determinants of British Foreign Policy 1904 1914 lt em gt Cambridge Cambridge University Press 1985 117 Gerhard Ritter zam Tha Cunard and tha Cerantra Tha Orahlam af Annotation ee 4 As part of setting up your project QDR staff will have input the text of each citation However if any edits are necessary so that the text of the citation as displayed in the ACE perfectly matches the text of the citation in the original chapter article please make them From this screen you can also annotate the citation that you are activating Please see A Guide to Active Citation for more information on annotating citations Once you have finished editing the citation and supplying a citation annotation should you wish to do so click Submit If no edits to the text of the citation are required and you do not wish to annotate the citation click Cancel to return to the publication view If formatting is needed for any portions of the citation details please use the following permitted sets of tags before and after the text that needs to be formatted lt b gt This text will appear in bold face lt b gt lt em gt This text will appear italicized lt em gt If your source is in a foreign language and includes f
3. a later time or may later wish to change some of the details you originally provided for a source To do so go to Publication View or Citation View scroll to the relevant citation number and in Publication View click on the number to access a dialog box One of the options associated with each existing source will be Edit Source Details see again screenshots under sections 3 0 or 5 0 above Click there to add or change the details for a particular source The box that will appear once you click on Edit Source Details will look identical to the Add New Source box that appears in the screen shot on the previous page of this manual except it will be titled Edit Source Details and it will not give you the option to upload source Add or change information as you wish No matter whether you are providing source details through the Add New Source or Edit Source Details screen you will need to indicate whether each source you are associating with your project is shareable or non shareable If you click non shareable the source will not be viewable by QDR users When you select non shareable you will be prompted to indicate the specific constraint that prevents you from sharing the source Changing the designation of a source from non shareable to shareable requires a secondary confirmation by QDR staff to prevent the accidental release of confidential sensitive or co
4. activate your citations ACE can help you to do so In the Source File box under Load New Source File simply click on Browse and select the relevant file from your local computer At this time only PDF and PNG files are accepted Please follow the same instructions to prepare these source files for use in your active citation project that you followed when you were preparing your source files for posting to Dropbox see A Guide to Active Citation In particular please make sure sources are scanned photographed so they are oriented properly for display on the screen If you upload a wrongly oriented source file you will not be able to permanently reorient it through ACE such files may be rotated while viewing a project by right clicking Ctrl click on Mac and selecting Rotate from the menu but this reorientation will not be saved beyond the viewing session Also please follow the same naming convention that you used to name the source files that you posted to Dropbox FirstElementForSourceInBibliography_YearOfSource_YourLastName 5 1 Providing and Editing Source Details At the same moment when you add a new source you can provide details for that source e g Excerpt Annotation etc A Guide to Active Citation offers detailed instructions for doing so All of the relevant fields are included in the Add New Source screen see again the screenshot above You may wish instead to provide source details at
5. Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry CQMI Syracuse University Active Citation Editor ACE User Manual Version 1 0 for Qualitative Data Repository QDR Active Citation Pilot Project Authors November 2013 This Manual provides instructions for the Active Citation Editor ACE tool which we have developed for you to use to activate the citations in the publication on which your Qualitative Data Repository QDR active citation pilot project is based Please consult A Guide to Active Citation Version 1 8 Section V Using the ACE to Create your TRAX which can currently be found on the web site of the Consortium for Qualitative and Multi Method Research http www maxwell syr edu moynihan_cqrm aspx for general orientation on creating your active citation pilot project Once you have fully activated your project please contact the QDR staff so your project can be made available for viewing on the QDR website 1 0 Selecting the Project Open http qdr syr edu active_citations specify_project php In order to access your project you will need to use the login QDR created for you and will need to be accessing the site from the IP address you have registered with QDR If you have not yet registered your IP address and obtained a login need to register a new IP address or cannot access your project for some other reason please contact QDR staff QualitativeDataRepository gmail com
6. ated for you will appear Edit Project Details Project Name Crawford Chapter 4 Publication Title Pivotal Deterrence and the Chain Gang Publication Sub Title Sir Edward Grey s Ambiguous Policy and the July Crisis 1 Chapter Number 4 Author Timothy W Crawford Publication Date Default Citation Type endnote Cancel Submit Make any necessary edits Please make sure the correct default citation type endnote footnote or in text reference is selected Once you have finished editing click Submit If no changes are required click Cancel to return to the publication view Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry CQMI Syracuse University 3 0 Navigating the Project From Publication View for your project you can activate individual citations As you will see each citation is numbered and highlighted in blue within the chapter article text To activate a citation scroll to the target citation within the chapter article text and click on the number You will remain in Publication View but a box will appear that includes the full text of the citation a preview of the source file if you have provided one and other active citation information You will also be offered several clickable options some associated with the full citation e g Add Source Edit Citation Details and Go to Next Citation and others associated with an individ
7. ilitarism in Germany Coral Gables University of Miami Press 1970 217 19 Clicking Add Source from either the Publication View or the Citation View will bring up the following dialogue box Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry CQMI Syracuse University Add New Source Endnote Ibid 340 Keith M Wilson The Policy of the Entente Essays on the Determinants of British Foreign Policy 1904 1914 Cambridge Cambridge University Press 1985 117 Gerhard Ritter The Sword and the Sceptre The Problem of Militarism in Germany Coral Gables University of Miami Press 1970 217 19 Select an existing source upload a new PDF or image file s identification Label Source Excerpt v Source Annotation a Full Bibliographic Reference and Location Information A Electronic Link to Source Material Source File Select Preloaded Source File OR Load New Source File Choo fan NO Tiie Cnosen Shareability of Source shareable non shareable Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry CQMI Syracuse University The source files that you provided for your project are available in the drop down menu beneath Source File We understand that you may have forgotten to provide us with a source file or may decide you would like to provide additional source files beyond those you posted to your Dropbox folder once you begin to
8. oreign characters please contact QDR staff for assistance QualitativeDataRepository gmail com Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry CQMI Syracuse University 5 0 Adding Source Materials Providing and Editing Source Details and Deleting Source Materials We hope that you provided QDR with all of the sources that you would like to associate with your project whether or not they are shareable via QDR by posting them to the Dropbox folder that was established for your pilot We have preloaded all of the source files that you provided into the ACE so that they are all easily available to you for association with your project To add a source to a citation from Publication View click Add Source under the appropriate citation see screenshot under section 3 0 above You can also access the Add Source function in Citation View The screen you will see there looks like this Overview Publication View Edit Project Details Switch Project Deterrence and the Pivotal Chain Gang Sir Edward Grey s Ambiguous Policy and the July Crisis 1914 Timothy W Crawford 22 Williamson Politics of Grand Strategy 224 Edit Citation Details I Add S 23 Ibid 340 Keith M Wilson The Policy of the Entente Essays on the Determinants of British Foreign Policy 1904 1914 Cambridge Cambridge University Press 1985 117 Gerhard Ritter The Sword and the Sceptre The Problem of M
9. pyrighted data Once you are finished providing source details click Submit If no changes are required click Cancel to return to the publication or citation view Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry CQMI Syracuse University 5 2 Deleting a Source Once you have associated sources to your project if you decide that you no longer wish to provide a particular source it is easy to delete that source You can do so from either the Publication View screen or the Citation View screen From either scroll to the target citation if you are in Publication View click on the number identify the source you would like to delete and click Delete Source You will be asked to confirm that you actually do wish to delete the source Confirming deletion will not remove the source from the system but rather just make it unviewable in association with your project Should you later decide you do wish to make this source viewable in association with your project you can simply add it again Delete Source Delete the following source from this citation Full Bibliographic Reference and Location Information Williamson Caveat C Oene Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry https qdr syr edu Syracuse University ACE User Manual v1 0 2013 11 24
10. ual source e g Edit Source Details and Delete Source The availability of these options depends upon what materials have already been associated with each citation If you wish to get rid of the box simply click on the citation number within the chapter article text again and it will disappear If you should find that any citation in your chapter article text has not been enabled in this way please contact QDR staff QualitativeDataRepository gmail com with a detailed description of what is missing be decided on land where British forces would have negligible cffect 23 Ibid 340 Keith M Wilson The Policy of the Entente Essays o the Determinants of British Foreign Policy 1904 1914 Cambridge bridge University Press 1985 117 Gerhard Ritter The Swora and the Sceptre The Problem of Militarism in Germany Coral Gables niversity of Miami Press 1970 217 19 Edit Citation Details Add Source Go to Next Citation Britain s rather skimpy military figure was seen through the lens of Qualitative Data Repository QDR Center for Qualitative and Multi Method Inquiry CQMI Syracuse University 4 0 Editing Citation Details and Supplying a Citation Annotation In Publication View once you have selected a particular citation to activate by clicking on the citation number in your chapter article and the dialog box containing the complete reference and other information has appeared click on Edit
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