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Active Citation Compilations

“Active citation,” originally developed by Andrew Moravcsik (2010, 2012, 2014), entails digitally enhancing the citations – in-text references, footnotes, and/or endnotes – in a piece of scholarship based on qualitative or multi-method research.  Citations that support important claims, conclusions, and inferences are “activated” – hyperlinked to a Transparency Appendix (TRAX) where more rigorous, annotated versions of the citations appear.  In addition, when the actual sources that underlie the activated citations can be legally and ethically shared, the TRAX includes hyperlinks to these sources, which are gathered in an active citation compilation.  

Several QDR pilot projects that employ “active citation” include the original article or book chapter as well as its associated TRAX and underlying sources. As of April 2016 QDR will host only TRAXs and underlying sources; original publications will reside only on the publisher’s web site. QDR will continue to offer data management guidance, respond to deposit-related questions, and help scholars build TRAXs. We will also assign DOIs (permanent identifiers) to TRAXs to facilitate linking from the website of the publisher of the related article/book.

As part of this transition, QDR is no longer supporting the active citation software solution used to deploy the pilots, the Active Citation Editor (ACE). QDR is developing a new schema for annotation for transparent inference (ATI). Until a fully developed ATI solution is deployed, please follow these instructions to create a TRAX.  Additional guidance for assembling a TRAX can be found in the Guide to Active Citation.

The first step to deposit a TRAX with QDR is to complete the online Project Proposal Form (PPF).  Indicate that you are planning to complete an Active Citation Compilation project. These supplemental materials will be published on QDR while your original publication (article or book chapter) will appear on the publisher’s web site, linked to the TRAX using a permanent identifier.

You will be notified when QDR approves your proposed project and assigns it a project ID. QDR staff will consult with you during this phase to answer any questions.

As part of the PPF approval notification, we will invite you to participate in a phone or Skype conversation with a QDR curation specialist to discuss the materials you want to deposit and any concerns regarding copyright, human participants protection, and file organization.

The next step is for you to complete a Data Deposit Form (DDF). Please submit the following files (as described in the in-depth instructions) via the form:

  • The TRAX Overview as a pdf (under Documentation files, Q6)
  • A copy of your annotated publication. QDR will use this to create TRAX files; the annotated document itself will not be published (under Data files, Q5)
  • Any source files you are including (under Data files, Q5).

Please ensure that you are following the file naming conventions for all files.