GeezerVison

On the left side of the Cite panel is a dropdown list of all available templates. Clicking one will open a dialog box with the fields for that template. Buttons on the bottom of the dialog are used to insert the ref into the article, preview the ref, reset the form, and close the dialog without changing the article. Clicking will insert the current date into the adjacent text box. Clicking will attempt to autofill citation details given an ID entered in the adjacent text box. An ISBN, DOI, or PMID can be used for autofilling.

Clicking the "Named refs" button will open a dialog listing all of the named references in the article. Choosing one will show the wikitext of the reference with an option to preview how the reference looks after parsing. Clicking the "Insert" button will insert the named reference (<ref name=Foo />) into the last cursor position in the article.

To use error checking, click the Error check symbol, then select the error checks to run. A panel listing any errors found will be inserted underneath the edit area. Additional error checks can be added, see below for details.

No customization is required, the script will use the sitewide defaults "out of the box". All user configuration options override the sitewide options.

All global configuration is done in the MediaWiki:RefToolbarConfig.js script file. The script will set a default for all options, but it is recommended that site defaults include a value for all options. For all option sample code shown below, change "UserOptions" to "Options" for site configuration. The initial $('head').one('reftoolbarbase', function() { line and the final }); are not necessary for changes in RefToolbarConfig.js and should be omitted.

Changing the date format used for automatically added dates (such as accessdate) is done using a simple string replacement system. "Special" words will be replaced with their corresponding date, all other characters will be left as-is.

The current date options available are:

• <date> — The day of the month (1–31)
• <zdate> — The day of the month (01–31), zero-padded to 2 digits
• <month> — The month number (1–12)
• <zmonth> — The month number (01–12), zero-padded to 2 digits
• <monthname> — The month name
• <year> — The 4-digit year

Other options may be available on request. Currently only one format will be used. If there is demand for it, the automatic date system may be extended to allow multiple options in a dropdown selection box. The date is always in UTC.

The fields that have an automatic date option are stored in the "autodate fields" option.

To customize automatic date insertion, options can be set like so:

$('head').one('reftoolbarbase', function() {
CiteTB.UserOptions['date format'] = "<date> <monthname> <year>";
CiteTB.UserOptions['autodate fields'] = ['accessdate'];
});

To set whether the dialogs should be modal, use the "modal" option. If set to true, opening one of the dialogs will block access to the rest of the edit page until the dialog is closed.

$('head').one('reftoolbarbase', function() {
CiteTB.UserOptions['modal'] = true;
});

The script can be set to automatically provide a parsed preview when previewing a citation template through the "autoparse" option. Its not recommended to set this to true as a global setting as it may slow the script down for people with slow connections.

$('head').one('reftoolbarbase', function() {
CiteTB.UserOptions['autoparse'] = false;
});

To be able to retrieve more references on a page, the script can also expand templates and parser functions on the page (except templates inside of ref tags) so that references from templates or references that use the {{#tag:ref}} syntax will be available when inserting named refs or for error checking functions. This can also slow the script down for people with slow connections.

$('head').one('reftoolbarbase', function() {
CiteTB.UserOptions['expandtemplates'] = false;
});

The month names used for automatic date insertion are also customizable, for translation to other languages, or to use abbreviations.

$('head').one('reftoolbarbase', function() {
CiteTB.UserOptions['months'] = ['January', 'February', 'March', 'April', 'May', 'June', 'July', 'August', 'September', 'October', 'November', 'December'];
});

Citation templates can be added using an object syntax. To add a new template, simply create a new citeTemplate object. Each template has 4 required parameters.

1. The template name (e.g. "cite web")
2. A short name for the template, used for the template list in the script (this name should be a unique name for each template object, even if 2 template objects are based on the same template)
3. A list of "basic" template options, using the syntax described below
4. A list of the remaining options, any option the template supports that isn't in the "basic" list.

For sitewide settings, templates should be included in the RefToolbarConfig page. Users can also add their own templates with this system by adding them to their user script page. If the script is installed on the user script page (as opposed to using a gadget), the templates must be below where the script is imported.

{"field": "last<N>", 'increment_group':'author'},
{"field": "first<N>", 'increment_group':'author', 'increment_button':true}, 
{"field": "editor<N>", 'increment_group':'editor', 'increment_button':true},

Autofilling

The script can autofill citation details given an identifier for the work. Currently DOI, PMID, ISBN, and URL are supported. To add autofill support to a template, set the "autofillid" param on a field that will be used for the ID code, for example {"field": "doi", "autofillid": "doi"}, The ID type should be given in lowercase. Then add "autofillprop" for the properties to be automatically filled, such as {"field": "title", "autofillprop": "title"},. The properties available vary depending on the ID. The table below shows the available properties for each ID. See the sample code below for a simplified example and MediaWiki:RefToolbarConfig.js for a full example as it is currently used here.

Property	PMID	DOI	ISBN	URL
title	Y	Y	Y	Y
lastN/firstN	Y	Y	Y	Y
authorN	Y	Y	Y	Y
last-incr/first-incr	Y	Y	Y	Y
author-incr	Y	Y	Y	Y
coauthors	Y	Y	Y	Y
authors	Y	Y	Y	Y
journal	Y	Y		Y
volume	Y	Y		Y
issue	Y	Y		Y
pages	Y	Y		Y
date	Y	Y		Y
year	Y	Y	Y
month	Y	Y
publisher			Y	Y
location			Y
edition			Y	Y
language				Y
chapter				Y
isbn				Y
issn				Y
doi				Y

For multiple authors, the autofill system accepts several possible options. In order that the script checks for:

1. last-incr / first-incr - Authors split by first and last name, using automatic-incrementing fields. Enough last/first fields for all the authors will be automatically added.
2. author-incr - One auto-incrementing field for each author. Enough fields will be added for all authors to be automatically added.
3. lastN / firstN (with N replaced in the configuration by numbers starting at 1) - Authors split by last name and first name, with 2 fields for each author. If there are more authors than fields, the rest will be put into coauthors.
4. authorN (with N replaced in the configuration by numbers starting at 1) - One field for each author. If there are more authors than fields, the rest will be put into coauthors.
5. authors - All authors will be combined into 1 field.

If using the lastN / firstN or authorN option, coauthors must also be set, otherwise some authors may be omitted if there are more authors than fields specified. For the automatic-incrementing options to work properly, they should be set up as auto-incrementing fields.

There are also several options for dates and the behavior of the script will depend on how complete a date is returned by the database. Not all DOI/PMIDs will return a full date. For DOI/PMID

1. If a full d/m/y date is returned by the database OR no month field is available, it will put it into the date field, using the date format option, with any missing parts omitted.
2. If a full date is not returned AND both month and year are available, the year and month (if returned) will be put into the year and month fields.
3. As a fallback, the date field is filled with whatever is returned by the lookup script.

For DOI/PMID, date is required, month and year are optional. For ISBN, only year is used.

$('head').one('reftoolbarbase', function() {
new citeTemplate('cite example', 'Example',
[ // Basic fields
{"field": "last", "label":"Last name", "autofillprop":"last1"},
{"field": "first", "label":"First name", "autofillprop":"first1"}, 
{"field": "title", "autofillprop":"title"},
{"field": "url", "label":"URL"},
{"field": "work", "tooltip": "If this is part of a larger work"},
{"field": "isbn", "label":"ISBN", "autofillid":"isbn"},
{"field": "publisher", "autofillprop":"publisher"},
{"field": "accessdate"}
],
[ // Expanded fields
{"field": "author"},
{"field": "authorlink", "label":"Author's article", "tooltip":"If the author has an article, the name of the article"},
{"field": "coauthors", "autofillprop":"coauthors"},
{"field": "page"},
{"field": "pages"},
{"field": "language"},
{"field": "format"},
{"field": "date"},
]);
});

Error checking functions can be added in a way similar to citation templates. The citeErrorCheck object requires one parameter, an object. This object should contain certain the information as described below. Currently all attributes are required. In the future, optional attributes may be added to support other features.

• testname – A short name for the test, should be unique and should not contain spaces
• desc – A description for the test
• func – The function that will be called to execute the test (see below for details)
• type – The type of test, see below for the options

There are currently 3 types of error checks. The differences between them are described below:

refcheck

The function given is passed each ref individually, it should return a single error object or not return.

reflist

The function is passed the entire list of references, it should return an array of error objects.

search

The function is passed the wikitext of the article, it should return an array of error objects.

An error object is a JavaScript object that should contain 2 attributes. The 'msg' attribute should be an error message describing the problem and the 'err' attribute should be a portion of the wikitext showing the error, such as the content of the reference with the problem.

Some example code for a simple function that checks whether each reference uses a template could be:

$('head').one('reftoolbarbase', function() {
new citeErrorCheck({'type':'refcheck', 'testname':'notemplate', 'desc': "Check for references not using a template",
'func': function(ref) {
  if (!ref.shorttag && ref.content.search('{{') == -1) {
    return {'msg': "Does not use a <a href='http://en.wikipedia.org/wiki/Wikipedia:Citation_templates'>citation template</a>",
      'err': ref.content
    };
  }
}}
);
});

Ensure that the Gadgets extension has been installed in the LocalSettings.php file. Then follow these steps to install RefToolbar as a gadget:

1. Copy the loader script to your MediaWiki:Gadget-refToolbar.js
2. Create a corresponding MediaWiki:Gadget-refToolbar page
3. Add the following line to your MediaWiki:Gadgets-definition
   * refToolbar[ResourceLoader|dependencies=user.options,mediawiki.util]|refToolbar.js

To enable this tool for everyone, follow the same steps as above but add the "default" option to the gadget's definition:

* refToolbar[ResourceLoader|default|dependencies=user.options,mediawiki.util]|refToolbar.js