====== Bibliography and Citations ======

===== Bibliographic References Management =====

Manage bibliographies and bibliographic references in Criterion without requiring integration with external tools like Zotero.

{{ :criterion:references_bibliography.png?nolink&600 |}}

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==== Accessing Bibliography Management ====

  * Navigate to **References > Bibliography...** in main menu
  * Opens Bibliography Management Window for adding, importing, editing, or deleting bibliographies

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==== Creating a New Bibliography ====

  1. Click Add in bibliography management window
  2. New bibliography appears with default name "Default Bibliography"
  3. Edit name (max 50 alphanumeric chars) and choose citation style:
  - Chicago (17th ed., author-date)
  - Chicago (17th ed., note-bibliography)

**Additional Actions**:
  * **Duplicate**: Creates copy with incremented name
  * **Delete**: Requires confirmation; citations already placed in text are not removed

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==== Editing a Bibliography ====

Once bibliography is created or selected, use right-hand panel to modify:
  * Name
  * Citation Style
  * List of References

Changes saved by clicking **Done** (enabled only if at least one entry modified).

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==== Managing Bibliographic References ====

**Adding a Reference**:
  1. Click Add Reference in bibliography editor
  2. Select Type of Source: Book, Book Section, Journal/Article
  3. Form fields adjust dynamically based on selected type
  4. Enter author(s) using balloon-style tags (individually removable)
  5. Click Save to add reference

{{ :criterion:add_reference.png?nolink&600 |}}

**Editing or Deleting a Reference**:
  * **Modify** button: Update fields (save changes to enable Done button)
  * **Delete** button: Permanently remove reference (requires confirmation)

^ {{:note.png?20}} | **Note**: Deleting a reference does not remove it from document if already cited. |

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==== Searching References ====

  * **Search Bar** located above references list
  * Supports case-insensitive live filtering
  * Displays counter (e.g., "3 of 10 found")
  * Includes X button to clear search input

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==== Importing Bibliographies (.bib Format) ====

  1. Click Import in bibliography manager
  2. Select .bib file (BibTeX format)
  3. Criterion maps BibTeX fields (author, title, year, etc.) to internal fields
  4. Unsupported BibTeX fields are ignored

**Results**:
  * Success: New bibliography created using filename
  * Failure: Error message "The file loaded has errors. Please correct the data and reload the file."

^ {{:warning.png?20}} | **Warning**: Imported bibliographies cannot be updated after import. Instead, manually add references or export, edit externally, and re-import as new bibliography. |

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===== Managing Citations in Criterion =====

==== What Is a Citation? ====

A **citation** in Criterion refers to a structured bibliographic entry that can be inserted inline in any paragraph field, including metadata, footnotes, and apparatus entries.

Each citation consists of:
  - Label: Short tag visible in document (e.g., "Chastagnol 1970")
  - Reference: Full bibliographic content
  - UUID: Unique identifier for internal management

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==== Insert a Citation ====

  1. Place cursor in text field (Critical Text, Critical, Page and Section notes)
  2. Insert via:
    - Toolbar icon (citation button)
    - References > Add Citation
    - Context menu: Right-click
    - Keyboard: Ctrl+Shift+B (Win) / ⌘⇧B (Mac)

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==== Search a Citation ====

From the list menu:
  * Search is **case insensitive**
  * Text searched at any point in quotations
  * **Synchronous**: Results filtered as you type (no button needed)
  * Right side shows count of matching citations; X icon clears search

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==== Insert a Bibliography ====

Automatically generate a complete bibliography including all citations used in document.

{{ :criterion:insert_bibliography.png?nolink&600 |}}

**How to Insert**:
  1. Place cursor in Bibliography section at desired location
  2. Right-click in main text to open context menu
  3. Select "Insert Bibliography"<note tip>The menu item is disabled if Bibliography section not present in document layout. Include via Format > Layout.</note>

**Insertion Behavior**:
  * Bibliography inserted at cursor position without overwriting existing content
  * Each citation appears in separate, visually distinct record
  * No duplicates included: each reference appears only once

**Sorting Rules** (automatic):
  1. By author, alphabetical order (A→Z)
  2. By publication date, chronological order (oldest→newest), for same author
  3. By title, alphabetical order, if author and year identical

**Updating the Bibliography**:

^ {{:warning.png?20}} | **Warning**: Criterion does not automatically update bibliography when citations are added, modified, or removed. |

To refresh:
  1. Manually delete entire existing bibliography
  2. Place cursor again in Bibliography section
  3. Re-run "Insert Bibliography" command

**Bibliography Formatting**:
  * Visual style (font, spacing, indentation) controlled via Format > Section Style
  * Citation format follows style selected in Bibliographic References Management

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===== Link Management in Criterion =====

Create and manage external hyperlinks directly inside your documents.

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==== Inserting an External Link ====

Turn any selected text into a clickable link that opens an external webpage.

{{ :criterion:insert_link.png?nolink&600 |}}

^ {{:note.png?20}} | **Note**: You must select text first. If no text selected, all options disabled. Links can be inserted in main text and free text in sidebar boxes. |

**How to Insert**:
| **Method** | **Action** |
| Menu | Insert > Link |
| Bubble Toolbar | Click 🔗 Link icon after text selection |
| Context Menu | Right-click > 🔗 Link icon |
| Toolbar Button | Click 🔗 Link icon |
| Keyboard | Ctrl+K (Win/Linux) / ⌘+K (macOS) |

**Dialog**: Enter/paste full URL (e.g., https://www.example.com), confirm with Insert or Enter. Selected text becomes clickable blue hyperlink.

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==== Editing an Existing Link ====

Change destination of any existing link without starting over.

**How to Edit**:
  * Ensure linked text is selected
  * Use same methods as insertion (Menu, Toolbar, Context Menu, Keyboard)
  * Update URL in dialog and confirm

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==== Removing a Link ====

Removes only link behavior and formatting—text stays exactly where it is.

**How to Remove**:
| **Method** | **Action** |
| Menu | Insert > Remove Link |
| Bubble/Context Toolbar | Click 🔗 Link icon > Remove Link |
| Toolbar Button | Click 🔗 Link button > Remove Link icon |
| Keyboard | Ctrl+Shift+K (Win/Linux) / ⇧⌘K (macOS) |

Text returns to normal, no underline, no color, no clickability.