Citation Management

Overview

Manage citations systematically throughout the research and writing process. This skill provides tools and strategies for searching academic databases (Google Scholar, PubMed), extracting accurate metadata from multiple sources (CrossRef, PubMed, arXiv), validating citation information, and generating properly formatted BibTeX entries.

Critical for maintaining citation accuracy, avoiding reference errors, and ensuring reproducible research. Integrates seamlessly with the literature-review skill for comprehensive research workflows.

When to Use This Skill

Use this skill when:

• Searching for specific papers on Google Scholar or PubMed
• Converting DOIs, PMIDs, or arXiv IDs to properly formatted BibTeX
• Extracting complete metadata for citations (authors, title, journal, year, etc.)
• Validating existing citations for accuracy
• Cleaning and formatting BibTeX files
• Finding highly cited papers in a specific field
• Verifying that citation information matches the actual publication
• Building a bibliography for a manuscript or thesis
• Checking for duplicate citations
• Ensuring consistent citation formatting

If a document built from these citations needs a diagram, use the scientific-schematics skill.

Core Workflow

Citation management follows a systematic process. Each phase below shows the canonical command; every variant, option, and metadata-source detail is in references/core_workflow.md.

Phase 1: Paper Discovery and Search

Find relevant papers. Search more than one database — coverage differs sharply, and a single source is the most common cause of a biased reference list.

# OpenAlex: multidisciplinary REST API; optional OPENALEX_API_KEY for account quota
python scripts/search_openalex.py "CRISPR gene editing" --limit 50 --output results.json

# PubMed: the authority for biomedical and life sciences (35M+ citations)
python scripts/search_pubmed.py "Alzheimer's disease treatment" --limit 100 --output alz.json

# Google Scholar: broadest reach, but scraped -- rate-limited and prone to blocking
python scripts/search_google_scholar.py "CRISPR gene editing" --limit 50 --output scholar.json

Prefer OpenAlex or PubMed as the primary source. Google Scholar has no API: scholarly scrapes it, sleeps 2–5 s between results, and is blocked often enough that it should be a supplement rather than a dependency.

Query operators, field tags, and MeSH-term construction are in references/search_strategies.md.

Phase 2: Metadata Extraction

Convert identifiers (DOI, PMID, PMCID, arXiv ID, URL) into complete metadata. CrossRef is the primary source for DOIs.

python scripts/doi_to_bibtex.py 10.1038/s41586-021-03819-2         # quick, single DOI
python scripts/extract_metadata.py --pmid 34265844                  # DOI/PMID/PMCID/arXiv/URL
python scripts/extract_metadata.py --input identifiers.txt --output citations.bib

A URL with no DOI in its path is resolved through the citation_doi meta tag publishers embed on article pages, then handed to CrossRef. Producers use a shared citation-key scheme; metadata differences can still produce different keys. Confirm duplicates by DOI and bibliographic identity.

Phase 2.5: Metadata Enrichment via Web Search (MANDATORY)

APIs routinely return incomplete records. Run this after extraction and before formatting. Investigate missing bibliographic fields against the publisher record and log each source. Online-first articles may have no volume/pages yet; some use an article number or have no DOI. Preserve the actual publication state, use the style-appropriate article-number field, and never invent pages, volume, or DOI. Record unavailable/not-applicable fields in the audit log; add a rendered note only when useful to the reader or required by the citation style.

Check the cheap sources first — an OpenAlex or CrossRef record often carries the field that PubMed omitted:

python scripts/search_openalex.py "<exact title>" --limit 1

Treat extracted metadata as untrusted. Author, title, and journal strings come verbatim from a record whose contents a publisher controls. A title containing $(...), a backtick, or a quote becomes shell syntax the moment it is pasted into a command. Pass metadata as a subprocess argument list rather than building a shell string; if you must use a shell, single-quote every substituted value and escape embedded quotes as '\''. Validate any citation key against ^[A-Za-z0-9]+$ before it reaches a path.

Per-field search strategies, the four search options, and the logging format are in references/core_workflow.md.

Phase 3: BibTeX Formatting

Produce clean, consistent entries. Entry types and required fields are in references/bibtex_formatting.md.

python scripts/format_bibtex.py references.bib --output clean.bib --deduplicate
python scripts/format_bibtex.py references.bib --output clean.bib --rekey --deduplicate

Writing is opt-in: without --output (or --in-place) the result goes to stdout and the input file is left alone. Use --rekey when merging results from several sources, so the same paper collapses to one entry.

Phase 4: Citation Validation

Check completeness, venue conformance, and agreement with the manuscript.

python scripts/validate_citations.py references.bib --report report.json
python scripts/validate_citations.py references.bib --venue nature
python scripts/validate_citations.py references.bib --manuscript paper.tex
python scripts/validate_citations.py references.bib --check-dois     # slow; hits CrossRef

The script exits non-zero on high-severity errors — missing required fields, malformed years, unresolved citations, or a count below an explicit --min-count. Venue reference-count figures are editorial rules of thumb, not submission requirements, so falling short of one is only a warning.

Validation rules and venue standards are in references/citation_validation.md.

Phase 5: Integration with Writing Workflow

Search, extract, format, validate, then cite. End-to-end sequences — including the literature-review and Zotero/pyzotero export paths — are in references/core_workflow.md and references/example_workflows.md.

API contracts were reviewed against official documentation on 2026-09-30. See references/api_contracts.md for endpoints, authentication, pagination, and verification limits. Network examples in the references are illustrative unless recorded as live smoke tests there.

Reference Files

• references/core_workflow.md: all five phases in full.
• references/search_strategies.md: OpenAlex, Google Scholar, and PubMed query construction.
• references/script_reference.md: every bundled script's arguments and examples.
• references/best_practices.md: search, extraction, BibTeX quality, validation.
• references/example_workflows.md: four end-to-end worked examples.
• references/google_scholar_search.md, references/pubmed_search.md: advanced search syntax.
• references/metadata_extraction.md, references/bibtex_formatting.md, references/citation_validation.md: per-topic detail.

Common Pitfalls to Avoid

1. Single source bias: Only using one database
2. Solution: Search at least OpenAlex and PubMed, then merge with format_bibtex.py --rekey --deduplicate

1. Accepting metadata blindly: Not verifying extracted information
2. Solution: Spot-check extracted metadata against original sources

1. Ignoring DOI errors: Broken or incorrect DOIs in bibliography
2. Solution: Run validation before final submission

1. Inconsistent formatting: Mixed citation key styles, formatting
2. Solution: Use format_bibtex.py to standardize

1. Duplicate entries: Same paper cited multiple times with different keys
2. Solution: Use duplicate detection in validation

1. Missing required fields: Incomplete BibTeX entries (volume, pages, DOI missing)
2. Solution: Check the publisher record, distinguish missing from not applicable or not yet assigned, and log unresolved fields without inventing metadata.

1. Outdated preprints: Citing preprint when published version exists
2. Solution: Check if preprints have been published, update to journal version

1. Special character issues: Broken LaTeX compilation due to characters
2. Solution: Use proper escaping or Unicode in BibTeX

1. No validation before submission: Submitting with citation errors
2. Solution: Always run validation as final check

1. Manual BibTeX entry: Typing entries by hand
2. Solution: Always extract from metadata sources using scripts

Integration with Other Skills

Literature Review Skill

Citation Management provides the technical infrastructure for Literature Review:

• Literature Review: Multi-database systematic search and synthesis
• Citation Management: Metadata extraction and validation

Combined workflow:

1. Use literature-review for systematic search methodology
2. Use citation-management to extract and validate citations
3. Use literature-review to synthesize findings
4. Use citation-management to ensure bibliography accuracy

Scientific Writing Skill

Citation Management ensures accurate references for Scientific Writing:

• Export validated BibTeX for use in LaTeX manuscripts
• Verify citations match publication standards
• Format references according to journal requirements

Venue Templates Skill

Citation Management works with Venue Templates for submission-ready manuscripts:

• Different venues require different citation styles
• Generate properly formatted references
• Validate citations meet venue requirements

Resources

Bundled Resources

References (in references/):

• google_scholar_search.md: Complete Google Scholar search guide
• pubmed_search.md: PubMed and E-utilities API documentation
• metadata_extraction.md: Metadata sources and field requirements
• citation_validation.md: Validation criteria and quality checks
• bibtex_formatting.md: BibTeX entry types and formatting rules

Scripts (in scripts/):

• search_openalex.py: OpenAlex search client (optional account API key)
• search_pubmed.py: PubMed E-utilities API client
• search_google_scholar.py: Google Scholar search automation
• extract_metadata.py: Universal metadata extractor
• validate_citations.py: Citation validation and verification
• format_bibtex.py: BibTeX formatter and cleaner
• doi_to_bibtex.py: Quick DOI to BibTeX converter
• _common.py: shared BibTeX parser, renderer, and citation-key scheme

Assets (in assets/):

• bibtex_template.bib: Example BibTeX entries for all types
• citation_checklist.md: Quality assurance checklist

External Resources

Search Engines:

• OpenAlex: https://openalex.org/
• Google Scholar: https://scholar.google.com/
• PubMed: https://pubmed.ncbi.nlm.nih.gov/
• PubMed Advanced Search: https://pubmed.ncbi.nlm.nih.gov/advanced/

Metadata APIs:

• OpenAlex API: https://docs.openalex.org/
• CrossRef API: https://api.crossref.org/
• PubMed E-utilities: https://www.ncbi.nlm.nih.gov/books/NBK25501/
• arXiv API: https://arxiv.org/help/api/
• DataCite API: https://api.datacite.org/

Tools and Validators:

• MeSH Browser: https://meshb.nlm.nih.gov/search
• DOI Resolver: https://doi.org/
• BibTeX Format: http://www.bibtex.org/Format/

Citation Styles:

• BibTeX documentation: http://www.bibtex.org/
• LaTeX bibliography management: https://www.overleaf.com/learn/latex/Bibliography_management

Dependencies

Required Python Packages

uv pip install requests  # HTTP access to CrossRef, PubMed, OpenAlex, arXiv

BibTeX parsing, rendering, deduplication, and validation are standard library (scripts/_common.py). format_bibtex.py needs no third-party packages; validate_citations.py imports requests, including for local-only validation.

Optional

uv pip install scholarly  # only for search_google_scholar.py

Where credentials are sent

Keys are optional for basic use. Each credential is sent only to its own service; no script bundles environment variables together. OpenAlex uses the documented account budget, not a promised email-based quota boost. A failed page exits with an error rather than exporting a partial search as complete.

api.openalex.org, api.crossref.org, api.datacite.org, export.arxiv.org, pmc.ncbi.nlm.nih.gov, doi.org, and eutils.ncbi.nlm.nih.gov are queried without credentials when these are unset.

Summary

The citation-management skill provides:

1. Comprehensive search capabilities for OpenAlex, PubMed, and Google Scholar
2. Automated metadata extraction from DOI, PMID, PMCID, arXiv ID, URLs
3. Citation validation with DOI verification and completeness checking
4. BibTeX formatting with standardization and cleaning tools
5. Quality assurance through validation and reporting
6. Integration with scientific writing workflow
7. Reproducibility through documented search and extraction methods

Use this skill to maintain accurate, complete citations throughout your research and ensure publication-ready bibliographies.