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A Guide to Active Citation

Note: The Guide to Active Citation, last amended in November 2013, outlines some of the basic principles and logic of active citation. Although the 2013 Guide continues to serve as a valuable primer, QDR’s practice and terminology have developed further, and now diverge from those outlined in the 2013 Guide in two important ways:

  1. In order to conform with widespread usage in citation, information and data management communities, QDR prefers the term “annotation” to “active citation.” This change has the following consequences:
    • The process of adding value to a text through digital enhancements of this nature is described as Annotation for Transparent Inquiry (ATI), not “active citation.”
    • To avoid polysemic use of the term “annotation,” the explanations of the links between cited data and evidenced based citations, referred to as “Source Annotations” in the 2013 Guide, are called “Analytic Note” in all current QDR documentation.
    • Shifting the basic unit from citation to annotation has the added benefit of allowing for the markup of text that does not have an accompanying citation.
  2. As explained at greater length elsewhere at QDR, the Active Citation Editor (ACE) referenced in section IV and V of the Guide is no longer used and all instructions referring specifically to the ACE are obsolete. Instead, please refer to QDR’s current instructions for constructing a transparency appendix (TRAX).

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