citation-bibliography-tooling

Citation Bibliography Tooling

Keep bibliographic data machine-checkable and aligned with claims. Citation metadata is not evidence by itself, but it is the backbone for traceability.

Read First

• references/repository-contract.md
• references/citation-bibliography-policy.md
• references/source-ledger.md
• references/claim-audit.md

Workflow

1. Inventory existing BibTeX, RIS, CSL JSON, Zotero exports, LaTeX citations, Markdown citations, and source metadata.
2. Normalize identifiers: DOI, arXiv ID, PMID/PMCID, OpenAlex ID, Semantic Scholar paper ID, DBLP key, ISBN, URL.
3. Deduplicate records by identifier first, then title plus author/year.
4. Store canonical bibliography in sources/bib/references.bib.
5. Update sources/bib/citation-audit.csv with missing, duplicate, unused, and unsupported citations.
6. Sync sources/source-ledger.csv and sota/literature-matrix.csv with stable source_id values.
7. For SOTA survey work, enforce the BibTeX gate before writing: every cited source has a verified entry, source ledger row, matrix row, and stable citation key.
8. For manuscripts, compare in-text citations against bibliography entries and claim pages.

Canonical Metadata Order

Prefer metadata from:

1. DOI or publisher landing page.
2. arXiv, PubMed/PMCID, or other canonical identifier page.
3. Crossref, OpenAlex, Semantic Scholar, DBLP, or Zotero imported from a verified identifier.
4. Google Scholar only as manual discovery/fallback, not as final metadata.

For every important citation, verify title, first author, year, venue, and identifier. If only a search result or scraped page exists, mark the entry needs-human or manual-verification in the audit file.

Citation Key Rules

Prefer stable, readable keys:

• smith2024topic
• arxiv240112345
• doi10-1145-short-topic

Do not change citation keys in a paper without updating all references.

BibTeX Lifecycle

• validate: every in-text key resolves, no duplicate keys, no missing required fields for the entry type.
• dedupe: merge preprint/published versions only when the relationship is verified; preserve both when they support different claims.
• harvest: add missing references only from located papers; never generate a plausible BibTeX entry from memory.
• format: normalize indentation, braces for protected terms, DOI/URL fields, and venue names without changing scientific meaning.
• sync: update sources/source-ledger.csv and any source or claim pages that reference changed keys.
• survey-gate: verify every citation in reports/paper/sota-survey.tex resolves to sources/bib/references.bib and a sota/literature-matrix.csv row before claim audit.

Quality Gate

Flag:

• citation supports the wrong claim
• citation exists only in bibliography but not source ledger
• source ledger row has no identifier or provenance note
• preprint and published version are conflated
• citation count or venue rank is used as evidence without context
• citation metadata was verified but the cited claim was not checked