Bibliography Module

This project allows users manage and display lists of publications (e.g. bibliographies). It also can import and export such lists in a number of formats, including BibTex and EndNote. It integrates nicely with the taxonomy capabilities of Drupal.

Table of contents

• Introduction
• Installing and enabling the required modules
• Final remarks

Drupal projects discussed in this chapter: Bibliography Module.

This chapter is incomplete and was last updated in 2012. You probably need to look elsewere to learn about Biblio.

Introduction

The Bibliography Module (aka. Drupal Scholar) allows users to create and maintain repository of annotated bibliographic entries, and display or export individual entries or bibliographic lists from this repository. A wide range of media, such as books, web pages, etc. can be entered into the repository,

Each node as an abstract text field that may be used for annotations (or the full HTML text of the source if desired). n entry may also be link to an external document or web page by means of an URL, and full text documents in the form of Adobe PDF or Microsoft Word files may be attached to the bibliographic entry and uploaded (provided the upload module is enabled.

Bibliographic entries can be imported from and exported to EndNote (versions 7,8,9,10 in XML or tagged format) and BibTex. There is also a provision to look up entries in Google Scholar. The bibliographic lists can be formated in a number of styles including: American Psychological Association (APA), Council of Science Editors (CSE) and Institute of Electrical and Electronics Engineers (IEEE).

Installing and enabling the required modules

Biblio is not part of the Drupal core, so you will need to install it before you can use it.

Download the latest version of the Biblio project from the Drupal site and install it in the modules folder.

To turn on the required functions in Biblio, navigate to Administer » Site building » Modules. The Biblio package adds its own panel to the Modules page. We shall only need the first module, which is also named Biblio.

Scroll down to the bottom of the page and click Save configuration.

Initial set-up

Out of the box, the Biblio module is quite overwhelming with a huge number of Fields and Publication Types. The defaults may also not be set to the values you want, so be prepared to spend some time setting up the workflow, fields and displays the way you want them to appear.

[mumble.]

The Weight value changes the order which the fields are rendered in the input form (smaller values floating to the top of the form). The standard Drupal Text field (used by Biblio for embedding full text in a Biblio node) have a Weight equal to zero. Use negative values (e.g. starting at -65) for all the Biblio fields if you want them above the Text field.

The path to the default Biblio page display is biblio. You may want to use this path some suitable place in the navigation of your site.

Importing bibliographies

[mumble.]

Exporting bibliographies

Exporting bibliography entries is disabled by default. To toggle this on or off, you navigate to Administer » Biblio settings and open the Links section. This let you indicate what formats to export. The following export formats are currently supported:

• Rich Text Format
• EndNote Tagged
• EndNote XML
• BibTex

To control the ability to export bibliography entries by role, navigate to Administer » User management » Permissions and toggle show export links for the role.

When enabled, there are export links for all enabled formats at the top of any bibliography result set page, as well as exports links for each separate entry. Unfortunately, these links make the display look quite cluttered, so don't enable exports unless your user community really needs this feature.

Biblio publication types

Biblio recognises the following publication types, which internally is stored as an integer in the biblio_type field. Here's the list of the types that is predefined:

• 100: Book –
• 101: Book Chapter –
• 102: Journal Article –
• 103: Conference Paper –
• 104: Conference Proceedings –
• 105: Newspaper Article –
• 106: Magazine Article –
• 107: Web Article –
• 108: Thesis –
• 109: Report –
• 110: Film –
• 111: Broadcast –
• 112: Artwork –
• 113: Software –
• 114: Audiovisual –
• 115: Hearing –
• 116: Case –
• 117: Bill –
• 118: Statute –
• 119: Patent –
• 120: Personal –
• 121: Manuscript –
• 122: Map –
• 123: Chart –
• 124: Unpublished –
• 125: Database –
• 126: Government Report –
• 127: Classical – Classical work
• 128: Legal Ruling –
• 129: Miscellaneous – Used for publications that do not have their own publication types, including edited book, figure, equation, electronic article, electronic book, online multimedia, dictonary, encyclopedia, grant, and international standard.
• 130: Miscellaneous Section –
• 131: Journal –
• 132: Website –
• 133: Web service –
• 134: Web project page –
• 135: Presentation –

Biblio fields

There is a lot of fields in the Biblio module. Access to these fields are through a set if tabs along the left edge of the input form.

When you navigate to Configuration » Biblio settings » Fields, there is a pull-down menu that allow you to fine-tune the settings for all the different publication types supported by Biblio. The first publication type is named Common and allows you to make settings common to all the other publication types. Selecting the Common publication type and checking the Common box will add the field to all the different publication types.

For the Common pseudo-type, as well as all the actual publication types here is a brief guide yo the settings:

• Use Title and Hints to set the texts which will be display on the input form.
• Checking Visible will make the field show up on the the input form.
• Checking Required will force the user to supply a value for this field.
• The order that the fields are shown can be changed by dragging and dropping the row using the four-arrow icon on the left of each row. (Or you can change the order using weights.)

Here is the full list of fields, and the tabs they appear under:

• Abstract:
  • biblio_abst_e – English abstract
• Full text:
  • The standard body field is used.
• Publication:
  • biblio_year – The year of publication. This must be an integer. Two pseudo-years (9999 and 9998) are defined.
  • biblio_secondary_title –
  • biblio_volume –
  • biblio_edition –
  • biblio_section –
  • biblio_issue –
  • biblio_number_of_volumes –
  • biblio_number – Number (type of number depends on publication type).
  • biblio_pages – Number of pages
  • biblio_date – Date published
  • biblio_type_of_work – E.g. Ph.D. thesis.
  • biblio_lang – Publication language
  • biblio_reprint_edition – Reprint edition
• Publisher:
  • biblio_publisher –
  • biblio_place_published –
• Identifiers:
  • biblio_issn – International Standard Serial Number
  • biblio_isbn – International Standard Book Number
  • biblio_accession_number – Library's internal number for an item ib its collection
  • biblio_call_number – To locate physical book in library
  • biblio_other_number – Other numbers
  • biblio_citekey – Citation key
• Locators:
  • biblio_url – Uniform Resource Locator
  • biblio_doi – Digital Object Identifier
• Keywords:
  • biblio_keywords – Keywords
• Notes:
  • biblio_notes –
  • biblio_research_notes –
• Alternate Titles:
  • biblio_tertiary_title –
  • biblio_short_title –
  • biblio_alternate_title –
  • biblio_translated_title –
  • biblio_original_publication –
• Other:
  • biblio_other_author_affiliations – (exists?)
  • biblio_abst_f – French abstract
  • biblio_custom1 –
  • biblio_custom2 –
  • biblio_custom3 –
  • biblio_custom4 –
  • biblio_custom5 –
  • biblio_custom6 –
  • biblio_custom7 –
  • biblio_coins – COinS Data (autogenerated)
  • biblio_remote_nb_name –
  • biblio_remote_nb_provider –
  • biblio_auth_address –
  • biblio_label –
  • biblio_access_date –
  • biblio_refereed –
• Not in tabs:
  • biblio_full_text – Unused?
  • biblio_type – filled in from pull-down menu.
  • biblio_sort_title –
  • biblio_md5 –
  • biblio_formats –

I think the current default Biblio settings does not make sense. So after I've enabled the Biblio module, I go through all the settings and change them. Here's a checklist of changes to consider:

1. Untick all Common→Identifiers→Common.
2. Review the Publication→Identifiers→Visible setting for all publication types, and make sure they make sense for your use of the module.
3. Untick Common→Publication→Required for biblio_year.
4. Review for all publication types Publication→Required the tickmark for biblio_year and untick it for the publication types where it may be irrelvant (such as Unpublished).
5. Untick Web article→Publicaton→Visible for biblio_volume.
6. Untick Web article→Publicaton→Visible for biblio_number.
7. Untick Web article→Publicaton→Visible for biblio_pages.
8. Tick Web article→Publicaton→Visible for biblio_lang.
9. Tick Web article→Other→Visible forbiblio_access_date.
10. Untick Web article→Other→Visible forbiblio_refereed.
11. Web article→Other: tick biblio_.
12. →: .
13. →: .
14. →: .
15. →: .
16. →: .
17. →: .
18. →: .

Your list may be different. (For instance, if you're running a library website, you may want to keep the library specific idententifiers visible for the publication types in the library's collection.) But I think the settings for Biblio module need to changed. The defaults are, at least in my environment, very confusing to users.

The missing manual

Biblio insists that you enter a year of publication.

The latest stable version biblio (7.x-1.0-rc4) no longer let me leave the year of publication empty. If I do, I get the following error message: "The Year of Publication field (on the Publication tab) is required." However, biblio is very picky about what you can enter as year of publication. The help text says: "Enter YYYY, Submitted or In Press."

Using this module is far from strightforward, and its quirks are not well documented. Here are my findings.

Quirks (still present in 7.x-1.0-rc4):

• Unless an author with the role of Editor is placed in the Secondary category, he or she is listed as co-author.

Publication language tags

• eng – English

Styles

Biblio comes packaged with a few built-in styles for listing references. The current release includes the following:

• ama – American Medical Association (AMA).
• apa – American Psychological Association (APA).
• chicago – Chicago style [commonly used in social science and history].
• classic – The original biblio style.
• cse – Council of Science Editors (CSE).
• ieee – Institute of Electrical and Electronics Engineers (IEEE).
• mla – Modern Language Association (MLA) [commonly used in the humanities].
• vancouver – Vancouver [commonly used in medicine and science].

The styles are implemented as include-files in the styles sub-directory. Adding an additional include file with the correct format and callbacks will add an additional style.

If you add an additional style, note that allowed tags are limited by the following function in biblio.module:

function biblio_get_allowed_tags() {
  return array('a', 'b', 'i', 'u', 'sub', 'sup', 'span');
}

I've created a style (biblio_style_links.inc) that I think is better for online resources than the any of the current styles. I'll make it available for download when I publish this chapter.

Final remarks

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Last update: 2012-03-08 [gh].