Customizing and Managing Publication Types

Roles and Permissions

Administrators: Only users with the Administrator role can enable the Arizona Publication module.

Content Administrators: Users with the Content Administrator role can enable or disable publication types, as well as create, delete or modify publication types, including their labels and mappings to supported citation styles.

Managing Publication Types NEW IN 2.12

The Arizona Quickstart platform allows for the customization and management of publication types. With this feature, users can tailor publication type labels to meet specific requirements and disable unused types to streamline the interface.

Accessing the Management Interface

  • Navigate to Administer > Configuration > Quickstart Settings > AZ Publication > Types, or enter the path /admin/config/az-quickstart/settings/az-publication/types in the browser's address bar.
Publication types management UI, showing a listing of publication types, the operations links, and other CRUD operation links.


Editing Publication Types

To edit an existing publication type, click the "Edit" link next to the desired type.


Adding Publication Types

Click on the "Add Publication Type" button to create a new type, providing a unique machine name, a human-readable label, and a mapped citation style type.
 

The add publication type form creating a new ghost story type and mapping it the the supported performance type.

You'll want to map your custom publication type to a supported citation style language (CSL) type to ensure that the publication is correctly formatted for citations in various referencing systems.

Here are a few key reasons why this is important:

  1. Citation Consistency: Different publications (e.g., journal articles, books, or web pages) require different citation formats. By mapping a custom type (like "Research Report") to a standard CSL type (like "Report"), the citation will automatically follow the correct format based on the target citation style (APA, MLA, etc.).
  2. Interoperability: If your site shares or exports publication data, mapping to CSL ensures that other systems recognize and correctly format your publication type in citations. This is useful for sharing with academic databases, citation management tools, or external platforms.
  3. Ease of Management: Instead of creating and managing custom citation formats for every publication type, editors can leverage predefined CSL types that already follow best practices for citations.
  4. Standardization: Mapping to CSL types aligns custom publication types with internationally recognized citation formats, making sure that your content adheres to academic or publishing standards.

Mapping ensures that even if editors create unique publication types, the citation output will remain professional and properly formatted across various uses.

A university's law library website required a way to distinguish 'Articles in Books' from 'Articles in Magazines'—a categorization not facilitated by the default publication type labels and crucial for adhering to the nuanced Bluebook citation style, which may display each type slightly differently. To address this, a Content Administrator undertook the following steps:

  1. Accessed the publication type settings within the Arizona Quickstart system.
  2. Created a new publication type named 'Articles in Books'.
  3. Mapped this new type to an appropriate CSL (Citation Style Language) type. Given the specific requirements of Bluebook style, the administrator decided to review the XML in the repository to identify the best match for 'article'. Alternatively, they were prepared to use trial and error to ensure the mapping accurately reflected the distinct Bluebook formatting requirements for 'Articles in Books' versus other article types.

This approach allowed for more accurate categorization of their publications, significantly improving the clarity and utility of the law library's online resources. Moreover, this new publication type was added to the system's filters, facilitating easy sorting and discovery of specific article types by users, in line with Bluebook standards.

Enabling and Disabling Publication Types

  • To enable or disable publication types, use the "Enable" or "Disable" links respectively. This affects the availability of types when creating publications and filtering in views.
Showing the missing type in the create publication form.

Disabling types removes them from the list of available types when editing, or creating a new publication.

A university department frequently uses only five specific publication types for its research documentation. To streamline the publication entry process:

  1. An administrator reviewed the list of available publication types in the Arizona Quickstart system.
  2. They then disabled all publication types except for the five essential ones used by the department.

This action simplified the publication entry form, making it more efficient for faculty members to add new works, as they now only see the relevant types they commonly use.

A research institute aimed to enhance its website's usability, allowing visitors to seamlessly navigate through various publication types. The goal was to implement a user-friendly interface featuring a dynamic filter capable of sorting publications by type. To achieve this:

  1. The site administrator initiated the process by developing a new view that aggregates publications into a comprehensive list.
  2. An exposed filter form was integrated into the view, designed to categorize publications based on type.
  3. Importantly, the administrator adjusted the filter's settings to include only those publication types currently active and enabled, excluding any that were not relevant or in use.
  4. This strategic configuration ensured that the filter displayed a curated selection of publication types, directly aligning with the content available on the site.

This enhancement significantly improved the site's navigability, offering users an efficient means to filter and find publications of interest. The streamlined filter, focused solely on enabled publication types, contributed to a more intuitive and effective user experience.

Deleting a Publication Type

  • To delete a publication type, click the "Delete" link. Exercise caution, as this action is permanent and can affect content referencing the deleted types.

Quickstart includes a variety of predefined publication types that correspond to the types from citationstyles.org. Additional custom types can be added as needed.