Different styles for "secondary" and "primary" sources

I'm a research assistant, tasked with cleaning up and regularizing the end notes for my professors' new book. Apparently the press they are using wants the end notes to be as short as humanly possible. What this means, practically, is that the Chicago note without bibliography style is exactly what I need for published, secondary works. However, they want the notes for manuscript, interview, archival, etc. sources to have the full information (series, box, folder, etc), essentially Chicago note with bibliography. Is it possible to use both formats in a single document simultaneously.

If not, the best solution seems to be to use Zotero for one type of source (probably primary because there are many, many of them and the information for each is more complicated, necessitating much longer entries) and using regular Word footnotes for secondary sources. I've downloaded the Chicago note with bibliography, no Ibid format to use if I do it this way to avoid the problems with ibid noted in another forum.

Can anyone suggest a less cumbersome approach, or is this the best way to go?

Elizabeth
  • Since you're only fixing already existing footnotes rather than moving them around it may be easier to use manual Word footnotes with Zotero drag-and-drop/quick copy for both primary and secondary sources.
  • edited August 7, 2008
    I don't understand what "Zotero drag-and-drop/quick copy" means. What is this function?

    Also, when I say I'm fixing existing footnotes, I'm being generous. These are more notes to themselves (i.e. "See Jane's notes, pg 1, for source of quote about X"), than actual citations in the vast majority of cases. That said, you can never know how to do too many things with this program, so I'm sure learning about what you've suggested will be useful.

    Thanks for the help.

    ETA: I found this discussion "Import / Export: Chicago, copy and paste (request)," which indicates that this isn't something you use with the Word plug-in. Can you point me to basic direction on how to use it? This discussion seems to assume some prior familiarity with the process.
  • edited August 7, 2008
    You can create a manual footnote with Word and then either drag a reference from Zotero into Word or copy and paste it with keystrokes. If you use Chicago Quick Copy style, dragging or copying by shift-command-C will give you a full footnote, shift-dragging or copying by shift-command-A will give you a subsequent footnote.

    In any case, you shouldn't have to type in any sources manually. If you use Word plugin, you should be careful about the style you choose, because it seems from your first message that you may be confusing the styles with and without bibliography. No ibid style, for example, is a "no bibliography" style, with full footnotes.
  • This sounds like exactly what I need. Thanks so much for your help.

    Elizabeth
  • (I'm adding this to my thread from last week because it all stems from the same problem, but if it should be a new thread, please let me know. I'm not clear on the rules for this sort of thing.)

    I have two questions. The first, can I use the above suggestion to use the quick copy function on foot notes with multiple sources, or is this restricted to single source footnotes?

    Here's my second problem, which I seem to have created while trying to figure out which style to use to best approximate the style requested by the publisher. When I use the "Zotero Set Doc Prefs" button on the tool bar in Word, changing the citation format preference changes the format of all the footnotes in the document. Or so I thought after experimenting and looking through the document after each change. But somehow I have some footnotes employing full note style and some using short notes. And sometimes withing the same footnote citing multiple sources I have one using the short note and one using the full note.

    Is Zotero using the shorter cite for subsequent citations of previously cited material, thus explaining the different styles within one note? If so, can I make it stop? Otherwise, I have to go in and paste the full information into the note, but I find that this isn't permanent because these edits get overwritten by Zotero's refresh option. This is a problem for me because I'm having to build the database little bits at the time because the authors have given me only partial information on their sources, and I'm gradually gathering the rest of it. I had assumed that I could refresh the Zotero notes as I received new information and added it to Zotero's database, but if I destroy all of my edits then this isn't a good option.

    I'm finding this an incredibly frustrating task. Perhaps I'm approaching it the wrong way? I'm grateful for any suggestions.

    Elizabeth
  • It's hard (for me at least) to understand exactly what the problem is here. Why do you need to add back information to/edit a shortened citation?
  • Because they're primary sources from a manuscript collection and the publisher prefers that the full information for those sources appear in each footnote. So what I need is for all secondary sources to have short, Author, Title citations and all primary sources to always use long cites with full bibliographic info. We'll shorten them slightly with abbreviations for the collection names, but I'll still need series, box, folder, and date information each time.
  • OK. I believe Elena (erazlogo) was suggesting you use manual citations for the primary sources. As she said:
    If you use Chicago Quick Copy style, dragging or copying by shift-command-C will give you a full footnote ...
    In this case, what you see is what you'll get; Zotero will not do any further processing.

    The downside is that you can't ever change the style. The upside is you don't have to worry about the shortening.

    Alternately, you'd need to create a new style to handle the long form without subsequent shortening, and you'd have to manually handle this for the secondary sources (which may or may not be a big PITA). If you prefer that for some reason, I'm sure one of us can help you with that.
  • Actually, I'd like to go back to your original explanation:
    Apparently the press they are using wants the end notes to be as short as humanly possible. What this means, practically, is that the Chicago note without bibliography style is exactly what I need for published, secondary works. However, they want the notes for manuscript, interview, archival, etc. sources to have the full information (series, box, folder, etc), essentially Chicago note with bibliography. Is it possible to use both formats in a single document simultaneously.
    So just to be clear: are you saying there's a bibliography listing at the end, or is all bibliographic information contained in the notes? I ask b/c there's a big difference.
  • edited August 13, 2008
    There will be a bibliography at the end, separate from the footnotes.

    The bibliography format will have full information for the books, articles, etc. For manuscript sources, it will list City, Archive, Collection name. Therefore, the footnotes will be the only place where readers will be able to find the exact location of individual manuscript source documents (series, box, folder), but for secondary sources, readers will take the small amount of information in the footnotes and go to the bibliography to find the publication information, etc.
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