Bibliographic references
Create complete records, verify source details, and prepare references in different citation styles.
Create and complete a record
Add a source through assisted search, file extraction, or manual entry. Assisted search can retrieve proposed metadata from identifiers and academic pages; extracted records may be incomplete, so verify each result against the source itself.
In practice, search by DOI, ISBN, URL, or title and choose the exact matching result. Next, upload a supported PDF or Word file to extract details, then review every populated field. Then, in Manual entry, select the source type first; fields adapt to books, articles, chapters, theses, reports, conference papers, webpages, and other supported types. Finally, enter authors separately in publication order. Check year, title, journal or publisher, edition, volume, issue, pages, DOI, URL, and access date where relevant. Finally, choose a project or leave the item in the general library before saving.
Review, edit, and format
Records keep structured metadata, not just a prewritten citation. The preview formats the available information in the selected style; it cannot fill in missing source details.
In practice, edit a saved record without changing the published order of authors. Next, check the preview after changing styles and confirm the output matches the source type. Then, the Web References selector offers 18 styles: APA 7; APA 7 without ampersand; MLA 9; Chicago 18 author-date and notes-and-bibliography; Vancouver–NLM parentheses, brackets, and superscript; Vancouver–Elsevier; IEEE; Harvard Cite Them Right; AMA 11; ACS; CSE name-year, citation-sequence, and citation-name; and Turabian author-date and notes-and-bibliography. Finally, the Word add-in currently includes one additional style, Emerald · Harvard, so its selector has 19. Finally, use the record actions to edit, copy, export, move, or remove an item; confirm carefully before deleting.
Search, import, and export
Search and project filters help locate saved sources. Import/export files let you reuse records in other reference managers; inspect duplicates and destination choices before confirming.
In practice, search by author, title, identifier, or remembered words; filter by project when useful. Next, import BibTeX, RIS, or JSON files and confirm the destination project. Then, compare possible duplicates, then choose the available action—skip, copy, or move—based on whether you want to keep the original. Finally, select one or more records for the bulk actions offered in the list. Finally, export a supported format to share or back up the records.
Citations, bibliography, and quality checks
A reference describes the full source; a citation is the brief mention inserted in the text. Keeping them related helps build a bibliography and trace a claim to its source. Editing a saved record does not automatically change copies already placed in documents.
In practice, complete the source data first and confirm which fields represent personal or corporate author, date, title, publication, and identifier. Next, use the DOI as a persistent identifier when available; retain an access URL where relevant. Then, before copying or inserting, review the selected style preview for punctuation, italics, capitalization, and author order. Finally, if you edit a record after inserting it into a file, update the citation or bibliography again from the tool used for that document.