Tutorials

Add Citations to Your Texts: Reference Managers

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When writing a thesis or scientific paper, authors often need to keep track of references to cite other works. While it might be fine to handle those manually at first, things can get complicated with a larger number of references. Dedicated reference managers can help here, because they simplify the tasks of finding, storing and citing references. Some of these tools also integrate with Ulysses. In the following tutorial, we’ll explain how to use the reference managers EndNote and Bookends with Ulysses and Microsoft Word.

The Workflow in a Nutshell

A typical workflow involves collecting publications on a research topic first. When writing in Ulysses, you would insert references to those publications using so-called citekeys. As a final step, you then export your text to Microsoft Word and finish formatting the manuscript.

Limitations

Not all of the steps involved in this workflow work on iPad/iPhone. For the least you’ll need a Mac (or a Windows PC) with Microsoft Word and EndNote/Bookends installed, as the add-ins for processing the citekeys are not available for Word’s iOS app.

Preparations in Ulysses

Before copying the citekeys from either EndNote or Bookends, the markup in Ulysses needs to be changed. The citekeys copied from the reference managers look something like {Soulmen:2015le}, i.e. a unique identifier of the reference, enclosed in curly bracess. In Ulysses’ default markup language Markdown XL, these brackets are used as tags for annotations. Since you want to keep the citekeys as they are and not convert them to annotations, you can either use another markup (such as regular Markdown) or create a custom markup. 

Creating your own markup, however, can only be done in Ulysses for Mac. In case you don’t own a Mac, or do not want to change the markup yourself, you can download a markup customized for the use with citekeys here. Open the sheet with Ulysses and follow the instructions inside the sheet.

If you own a Mac, you can also customize the markup yourself as follows:

1. Open Ulysses’ preferences and switch to the Markup tab. Click on the markup popup button at the top left and select “New Markup…”.

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2. Enter a new name for your markup (e.g. “Citations”) and pick Markdown XL as a template. 

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3. Afterwards, scroll down to the annotations markup and double-click it to modify the tags. You can now change the tag for annotations to use angular brackets < > instead of curly braces { }. Then, click OK.

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Your custom markup will of course sync to your iPad and iPhone. To use it, however, you’ll need to switch the markup for every sheet where you’d like to insert citations. Here is how to do that:

On Mac, go to the menu “Edit” › “Convert Markup“ and select “Citations”. 

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On iPad or iPhone, change the markup via the editor settings.

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This will only work for the sections iCloud and On My Mac/iPad/iPhone. For External Folders, you can only use regular Markdown, which doesn’t include annotations anyway. For more details on changing markup, see this blog post.

After this is done, you can start inserting references into your texts.

Inserting References on Mac

In EndNote or Bookends, please right-click on the reference you want to insert into Ulysses and select “Copy” or use the shortcut ⌘C (command-C).

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Switch to Ulysses, right-click into the editor where you want to insert the reference and choose “Paste” from the context menu or use the shortcut ⌘V (command-V). The citekey will be inserted at the correct position in your text: 

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Inserting References on iPad/iPhone

In EndNote, select your reference, tap the Actions button and choose “Copy temporary citation” (which is just another term for citekey).

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When working in Bookends, select a reference, tap the “Share” button and choose “Citation”. In the panel, tap the citekey which will copy the citation.

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Then, switch back to Ulysses, tap the spot where you want to insert the reference, and choose “Paste”. 

Formatting the Manuscript…

Once you’ve finished your manuscript in Ulysses, you can export it as a DOCX file.

Open the file in Microsoft Word for Mac in order to format your in-text citations and to add a bibliography at the end. 

… with EndNote

In Word, go to the tab “EndNote X9” and click “Update Citations and Bibliography”. The citekeys will be formatted accordingly as in-text references: 

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The bibliography at the end includes all referenced works:

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… with Bookends

In Word, go to the tab “Add-Ins” and click “Scan Document”. You will be redirected to Bookends where you can choose your citation style and are presented with other options: 

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Choose a style and click OK. Your in-text citations will be formatted accordingly and a bibliography will be created automatically:

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Using reference managers such as Bookends or EndNote greatly simplifies the process of handling large amounts of references. Together with Ulysses, you can easily insert the references without having to think of their formatting while writing. 

Happy citing!

This article was last updated August 9, 2018.

Add Citations to Your Texts: Reference Managers

Reference managers help you organize your research material. Some let you add citations from within Ulysses.