The Apparatus Notes Management feature allows users to annotate critical editions with Page Notes and Section Notes, enhancing editorial clarity and academic rigor.

Initial Setup:

• Ensure apparatus boxes of type “Page Notes” or “Section Notes” have been added to the document (not created by default)

Adding a Note (Lemma):

1. **Select text** in the main body
2. Choose one of:
  * References > Add Note > [Apparatus n (Page/Section Notes)]
  * Toolbar icon "Add Note"
  * Context menu: Right-click in main text
  * Keyboard: **F5**

System Behavior:

• Lemma reflects selection logic:
  • >6 words: first 3 + ellipsis + last 3
  • ≤6 words: first + ellipsis + last word
• Formatting customizable via References > References Format

Each note is assigned a sequential number:

• Displayed in superscript:
  • In main text after selected word(s)
  • In apparatus box after the lemma
• Numbers update dynamically when notes are added/deleted

<note tip>In the editor, note numbers appear as TBD to maintain performance during editing. Actual numbering is calculated in print preview/export.</note>

Each note may contain:

Free Text:

• Manually typed or pasted content
• No restrictions on format or length
• Can include additional info like page numbers

Citation:

• References > Add Citation
• Toolbar icon
• Context menu: Right-click
• Keyboard: Ctrl+Shift+B (Win/Linux) / ⌘⇧B (macOS)

From Main Text:

• Editing the selected lemma text automatically updates the lemma in the apparatus
• Deleting the selected text removes lemma, associated readings, and triggers automatic renumbering

From Apparatus:

• Only free text can be edited directly
• Structured elements (lemma, number, citation) must be deleted manually and reinserted
• Use Delete button in dropdown menu to remove notes

Visibility Rules:

• Page Notes: At the bottom of the page where the lemma appears
• Section Notes: At the end of each section (Heading 1)

Exceptions:

• Lemmas are not displayed in printed/exported documents, only within editor
• When text spans two pages, note appears on the first page
• Notes are visually separated by system-inserted symbols (e.g., ;)

Create, edit, delete, and reposition philological annotations in the margins of a critical text.

<note important>Inner/Outer Margin notes can be inserted only in the Critical Text section.</note>

How to Add a Note:

1. Select text in main body
2. Add via:
  * Menu: References > Add Note > Apparatus (Inner/Outer Margin)
  * Toolbar: Click Add Note icon
  * Context menu: Right-click in main text
  * Keyboard: **F5**

Lemma Generation:

• Generated automatically from selected text
• >6 words: first 3 + last 3; ≤6 words: first + last
• Lemma visible only in editor, not exported or printed

From Main Text:

• Editing lemma in main body updates corresponding apparatus note automatically
• Deleting lemma text automatically removes associated apparatus note

From Apparatus:

• Only manually entered free-text can be edited
• Structural elements must be deleted and reinserted via appropriate commands
• Use Delete button in dropdown menu

Readings are textual variants or comments linked to a lemma.

Elements of a Reading:

• Reading Separator (e.g., :)
• Free Text

How to Add:

• Menu: References > Add Reading > Add Reading Separator
• Toolbar: Click Add Reading Separator
• Keyboard: F2
• Context menu: Right-click in apparatus boxes

Swap a note's position between Inner and Outer margins. Useful for layout adjustments on odd/even pages.

How to Swap:

• Menu: References > Swap Margin (active only if both margin boxes present)
• Dropdown: Use Swap menu next to a note

Behavior:

• Note moves between boxes without data loss
• Margin changes instantly reflected in layout

Supported Outputs: .critx, .pdf

Margin Positioning Rules:

Additional Display Logic:

• Lemma: Shown only in editor
• Notes across pages: Displayed only on first page
• Multiple notes on same anchor: Automatically separated by semicolons

<note tip>When multiple marginal notes appear in same context, they are separated by a comma. This formatting behavior cannot be modified.</note>

Export annotations from various apparatus box types into .xlsx files for reviewing, archiving, or sharing.

Access: Click dropdown menu in top-right corner of any apparatus box > Export > Excel

• Critical Apparatus
• Page Notes
• Section Notes
• Inner Margin Notes
• Outer Margin Notes

Critical Apparatus columns:

• APPARATUS_TYPE, APPARATUS_TITLE, LEMMA, APPARATUS_ENTRY, READING 1, READING 2, …, READING N

Page/Section/Margin Notes columns:

• APPARATUS_TYPE, APPARATUS_TITLE, LEMMA, APPARATUS_ENTRY

Naming Convention: Export_<APPARATUS_TYPE>_<APPARATUS_TITLE>.xlsx

<note tip>If apparatus box is empty, system still produces Excel file with correct structure but no data rows.</note>

Customize highlight colors of editorial elements within the Criterion editor. <note warning>These customizations affect only the editor view, not exported or printed documents.</note>

Access: References > References Format…

Customizable Elements:

Display Priority (when elements overlap):

1. Apparatus Notes (highest)
2. Comments
3. Bookmarks (lowest)

Settings are persistent across sessions and retroactively applied to existing notes, comments, and bookmarks.