Zotero引用文献格式(软件学报)

最近在写一篇综述，要处理大量引用文献，选用Zotero作为文献管理工具。在插入参考文献目录时需要遵循格式，奈何网上找不到《软件学报》对应的csl模板文件，所以决定自己动手修改。在此记录下自己的学习所得。

Zotero入门

关于Zotero的用法建议阅读这篇博客：文献管理软件Zotero基础及进阶示范

CSL基本概念理解

CSL是一种xml文件，专门用来描述论文中的参考文献格式，具体包括引用格式(如是用数字[1]形式引用还是用作者+年的形式)和参考文献目录格式(如作者姓名、期刊名称等显示格式)。
关于CSL文献的详细描述参见官方文档

CSL文件的工作原理如上图所示，CSL文件负责描述格式，CSL Processor负责将CSL文件渲染成最终的引用和文献目录样式。

CSL文件修改

对于CSL文件的修改，建议用在线CSL编辑器

我选用了Elsevier (numeric, with titles)作为模板来修改，其样式如下图，和软件学报的要求很接近，只要将引用样式改为上标，文献目录中作者姓名的显示顺序改变一下即可.

引用样式修改如下：

文献目录修改如下：

出乎意料的简单。需要注意的是因为我的文献中英文居多，所以locale设置为了en_US，locale在左侧的Global Formatting Options中修改。

如果想要分享自己修改好的CSL文件，建议按照官方教程上传到Github上

最后附上修改好的CSL文件：journal-of-software.csl

<?xml version="1.0" encoding="utf-8"?>
<style xmlns="http://purl.org/net/xbiblio/csl" class="in-text" version="1.0" demote-non-dropping-particle="sort-only" default-locale="en-US">
  <info>
    <title>Journal of Software(Chinese)</title>
    <title-short>JOS</title-short>
    <id>http://www.zotero.org/styles/journal-of-software</id>
    <link href="http://www.zotero.org/styles/journal-of-software" rel="self"/>
    <link href="http://www.zotero.org/styles/elsevier-with-titles" rel="template"/>
    <author>
      <name>Chang YC</name>
      <email>chang.1123@outlook.com</email>
    </author>
    <category citation-format="numeric"/>
    <issn>1000-9825</issn>
    <summary>A style for Journal of Software</summary>
    <updated>2017-07-01T03:38:51+00:00</updated>
    <rights license="http://creativecommons.org/licenses/by-sa/3.0/">This work is licensed under a Creative Commons Attribution-ShareAlike 3.0 License</rights>
  </info>
  <macro name="author">
    <names variable="author">
      <name delimiter-precedes-last="always" initialize-with="" name-as-sort-order="all" sort-separator=" "/>
      <label form="short" prefix=", "/>
      <substitute>
        <names variable="editor"/>
        <names variable="translator"/>
      </substitute>
    </names>
  </macro>
  <macro name="editor">
    <names variable="editor">
      <name initialize-with="." delimiter=", " delimiter-precedes-last="always"/>
      <label form="short" prefix=" (" text-case="capitalize-first" suffix=")"/>
    </names>
  </macro>
  <macro name="year-date">
    <choose>
      <if variable="issued">
        <date variable="issued">
          <date-part name="year"/>
        </date>
      </if>
      <else>
        <text term="no date" form="short"/>
      </else>
    </choose>
  </macro>
  <macro name="publisher">
    <text variable="publisher" suffix=", "/>
    <text variable="publisher-place" suffix=", "/>
    <text macro="year-date"/>
  </macro>
  <macro name="edition">
    <choose>
      <if is-numeric="edition">
        <group delimiter=" ">
          <number variable="edition" form="ordinal"/>
          <text term="edition" form="short"/>
        </group>
      </if>
      <else>
        <text variable="edition"/>
      </else>
    </choose>
  </macro>
  <macro name="access">
    <choose>
      <if variable="URL">
        <text variable="URL"/>
        <group prefix=" (" suffix=")" delimiter=" ">
          <text term="accessed"/>
          <date variable="accessed" form="text"/>
        </group>
      </if>
    </choose>
  </macro>
  <citation collapse="citation-number">
    <sort>
      <key variable="citation-number" sort="ascending"/>
    </sort>
    <layout vertical-align="sup" prefix="[" suffix="]" delimiter=",">
      <text variable="citation-number"/>
    </layout>
  </citation>
  <bibliography entry-spacing="0" second-field-align="flush">
    <layout suffix=".">
      <text variable="citation-number" prefix="[" suffix="]"/>
      <text macro="author" suffix=", "/>
      <choose>
        <if type="bill book graphic legal_case legislation motion_picture report song" match="any">
          <group delimiter=", ">
            <text variable="title"/>
            <text macro="edition"/>
            <text macro="publisher"/>
          </group>
        </if>
        <else-if type="chapter paper-conference" match="any">
          <text variable="title" suffix=", "/>
          <text term="in" suffix=": "/>
          <text macro="editor" suffix=", "/>
          <text variable="container-title" form="short" text-case="title" suffix=", "/>
          <text macro="edition" suffix=", "/>
          <text macro="publisher"/>
          <group delimiter=" ">
            <label variable="page" form="short" prefix=": "/>
            <text variable="page"/>
          </group>
        </else-if>
        <else-if type="patent">
          <group delimiter=", ">
            <text variable="title"/>
            <text variable="number"/>
            <text macro="year-date"/>
          </group>
        </else-if>
        <else-if type="thesis">
          <group delimiter=", ">
            <text variable="title"/>
            <text variable="genre"/>
            <text variable="publisher"/>
            <text macro="year-date"/>
          </group>
        </else-if>
        <else>
          <group delimiter=" ">
            <text variable="title" suffix=","/>
            <text variable="container-title" form="short" text-case="title" suffix="."/>
            <text variable="volume"/>
            <text macro="year-date" prefix="(" suffix=")"/>
            <text variable="page" form="short"/>
          </group>
        </else>
      </choose>
      <choose>
        <if variable="DOI">
          <text variable="DOI" prefix=". doi:"/>
        </if>
        <else>
          <text macro="access" prefix=". "/>
        </else>
      </choose>
    </layout>
  </bibliography>
</style>

 
<?xml version="1.0" encoding="utf-8"?>
<style xmlns="http://purl.org/net/xbiblio/csl" class="in-text" version="1.0" demote-non-dropping-particle="sort-only" default-locale="en-US">
  <info>
    <title>Journal of Software(Chinese)</title>
    <title-short>JOS</title-short>
    <id>http://www.zotero.org/styles/journal-of-software</id>
    <link href="http://www.zotero.org/styles/journal-of-software" rel="self"/>
    <link href="http://www.zotero.org/styles/elsevier-with-titles" rel="template"/>
    <author>
      <name>Chang YC</name>
      <email>chang.1123@outlook.com</email>
    </author>
    <category citation-format="numeric"/>
    <issn>1000-9825</issn>
    <summary>A style for Journal of Software</summary>
    <updated>2017-07-01T03:38:51+00:00</updated>
    <rights license="http://creativecommons.org/licenses/by-sa/3.0/">This work is licensed under a Creative Commons Attribution-ShareAlike 3.0 License</rights>
  </info>
  <macro name="author">
    <names variable="author">
      <name delimiter-precedes-last="always" initialize-with="" name-as-sort-order="all" sort-separator=" "/>
      <label form="short" prefix=", "/>
      <substitute>
        <names variable="editor"/>
        <names variable="translator"/>
      </substitute>
    </names>
  </macro>
  <macro name="editor">
    <names variable="editor">
      <name initialize-with="." delimiter=", " delimiter-precedes-last="always"/>
      <label form="short" prefix=" (" text-case="capitalize-first" suffix=")"/>
    </names>
  </macro>
  <macro name="year-date">
    <choose>
      <if variable="issued">
        <date variable="issued">
          <date-part name="year"/>
        </date>
      </if>
      <else>
        <text term="no date" form="short"/>
      </else>
    </choose>
  </macro>
  <macro name="publisher">
    <text variable="publisher" suffix=", "/>
    <text variable="publisher-place" suffix=", "/>
    <text macro="year-date"/>
  </macro>
  <macro name="edition">
    <choose>
      <if is-numeric="edition">
        <group delimiter=" ">
          <number variable="edition" form="ordinal"/>
          <text term="edition" form="short"/>
        </group>
      </if>
      <else>
        <text variable="edition"/>
      </else>
    </choose>
  </macro>
  <macro name="access">
    <choose>
      <if variable="URL">
        <text variable="URL"/>
        <group prefix=" (" suffix=")" delimiter=" ">
          <text term="accessed"/>
          <date variable="accessed" form="text"/>
        </group>
      </if>
    </choose>
  </macro>
  <citation collapse="citation-number">
    <sort>
      <key variable="citation-number" sort="ascending"/>
    </sort>
    <layout vertical-align="sup" prefix="[" suffix="]" delimiter=",">
      <text variable="citation-number"/>
    </layout>
  </citation>
  <bibliography entry-spacing="0" second-field-align="flush">
    <layout suffix=".">
      <text variable="citation-number" prefix="[" suffix="]"/>
      <text macro="author" suffix=", "/>
      <choose>
        <if type="bill book graphic legal_case legislation motion_picture report song" match="any">
          <group delimiter=", ">
            <text variable="title"/>
            <text macro="edition"/>
            <text macro="publisher"/>
          </group>
        </if>
        <else-if type="chapter paper-conference" match="any">
          <text variable="title" suffix=", "/>
          <text term="in" suffix=": "/>
          <text macro="editor" suffix=", "/>
          <text variable="container-title" form="short" text-case="title" suffix=", "/>
          <text macro="edition" suffix=", "/>
          <text macro="publisher"/>
          <group delimiter=" ">
            <label variable="page" form="short" prefix=": "/>
            <text variable="page"/>
          </group>
        </else-if>
        <else-if type="patent">
          <group delimiter=", ">
            <text variable="title"/>
            <text variable="number"/>
            <text macro="year-date"/>
          </group>
        </else-if>
        <else-if type="thesis">
          <group delimiter=", ">
            <text variable="title"/>
            <text variable="genre"/>
            <text variable="publisher"/>
            <text macro="year-date"/>
          </group>
        </else-if>
        <else>
          <group delimiter=" ">
            <text variable="title" suffix=","/>
            <text variable="container-title" form="short" text-case="title" suffix="."/>
            <text variable="volume"/>
            <text macro="year-date" prefix="(" suffix=")"/>
            <text variable="page" form="short"/>
          </group>
        </else>
      </choose>
      <choose>
        <if variable="DOI">
          <text variable="DOI" prefix=". doi:"/>
        </if>
        <else>
          <text macro="access" prefix=". "/>
        </else>
      </choose>
    </layout>
  </bibliography>
</style>