Reference Management

Phase 2: Metadata Extraction

• Retrieve full bibliographic data from CrossRef, PubMed, or arXiv
• Capture: authors, title, journal, volume, pages, DOI, year
• Handle special characters and formatting

Phase 3: Validation

• Verify DOIs resolve correctly
• Check author name consistency
• Confirm publication details match source

Phase 4: Formatting

• Generate BibTeX entries with consistent keys
• Apply appropriate entry types (article, inproceedings, book, etc.)
• Format according to target style guide

Phase 5: Organization

• Detect and merge duplicate entries
• Maintain consistent naming conventions
• Group by topic or section as needed

Search Strategies

Google Scholar

• Use quotes for exact phrases
• author: operator for specific researchers
• site: to limit to specific domains

PubMed

• MeSH terms for medical precision
• Boolean operators (AND, OR, NOT)
• Filters for article type, date, species

Semantic Scholar

• Semantic search understands concepts
• Citation and reference graphs
• Author disambiguation

BibTeX Best Practices

@article{AuthorYear,
  author    = {Last, First and Second, Author},
  title     = {Title in Sentence Case},
  journal   = {Full Journal Name},
  year      = {2024},
  volume    = {12},
  number    = {3},
  pages     = {100--115},
  doi       = {10.xxxx/xxxxx}
}

Key Naming Convention

• Format: FirstAuthorLastNameYear (e.g., Smith2024)
• Add letter suffix for same author/year: Smith2024a, Smith2024b

Common Issues to Avoid

• Missing DOIs (always include when available)
• Inconsistent author name formats
• Journal name abbreviation mismatches
• Broken special characters (UTF-8 vs LaTeX encoding)
• Duplicate entries with slightly different metadata

Integration

Coordinates with:

• lit-review for systematic review citations
• academic-writing for manuscript references
• paper-search for literature discovery