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Reference management simplified with kriyadocs

Styling and formatting references according to prescribed guidelines can be a major bottleneck in the production of scholarly journals and books. A lot of time is spent reviewing, editing, and validating references. kriyadocs helps streamline the reference management process.

Key highlights of the reference manager are:

  • Powerful ML techniques for improved tagging capabilities of reference elements and accurate capitalization of titles in references
  • A CSL-based reference formatting system for the flexibility to change or add new reference styles
  • A clean user interface for a seamless editing experience
  • Opportunity to accept or reject changes suggested by automatic validation
  • Opportunity to query the author for confirmation of changes made to the references

We explore 4 salient features of the reference manager in greater detail.

1. Granular coding of reference elements and extensive validation

kriyadocs’ reference manager aims to streamline the entire reference editing process by addressing the tagging problems during the content processing stage. Using ML techniques, the system identifies the different parts of a reference and tags them appropriately. This is followed by a detailed validation process that identifies untagged and missing elements, verifies whether mandatory fields are present, highlights duplicate references, and checks for potential in-text citations.

The system prevents the user from signing off the document unless these errors are resolved. This ensures that all references have the necessary information and have been tagged correctly.

The system also raises automated queries for the author in cases where an in-text citation is present, but the corresponding bibliographic reference is not added and vice versa.

2. Clean and simplified UI for effortless editing

Add a new reference

Users can add a reference to a manuscript using just the DOI or PMID of the article. Alternatively, users can also copy/paste the reference text. The system automatically identifies and populates the fields in the reference manager based on the information retrieved from the DOI or PMID.

Edit references

The edit reference pop-up offers an easy way for the user to change the reference type and add/remove fields, if needed. Once a reference has been added, the system notifies the user to cite the reference in the text.

Manage in-text citations

The reference panel shows the number of times a particular reference has been cited. A navigation guide helps the user locate in-text citations and review them within the content.

For numbered reference styles, a change in a sequential order triggers automatic renumbering of reference citations. For author-year reference styles, direct, indirect, and possessive citations can be added. The system also supports configuration of citation order within the text, either chronologically or alphabetically.

3. CSL-based reference formatting

Citation Style Language (CSL) is an open source, XML-based language for configuring references and citations. Integrating the CSL-based formatting system within kriyadocs provides us the flexibility to set up a new reference style or change an existing style with ease. Additionally, this brings in a level of consistency in the way references are formatted.

We support various types of references such as journals, books, preprints, conferences, datasets, websites, thesis, software, and many more. Our implementation process includes the validation of over 60 different references in our testbed covering frequently occurring formats like books and journals, as well as specialized reference types like bills and laws.

kriyadocs supports the following reference styles:

  • American Medical Association (AMA)
  • American Psychological Association (APA)
  • The Vancouver system
  • The Harvard system
  • Chicago Manual of Style (CMS)
  • Council of Science Editors (CSE)

These reference styles can be tailored to the specifications of each journal/publisher. We have set up over 35 modified reference styles based on our customers’ bespoke requirements.

4. Validation of reference data against PubMed and Crossref

Tagged references are validated against online databases such as PubMed and Crossref to ensure the correctness and completeness of reference information. Crucial data such as DOI and PMID are obtained, providing easy accessibility of the referenced material.

The updated reference output following automatic validation is displayed with a track record of changes to help users identify the updated parts.

While reviewing the final output references, the user has the opportunity to accept or reject changes suggested by the automated validation and capitalization. This layer of review certifies that the final output is accurate and in accordance with the journal/publisher guidelines.

Powered by built-in validations and tailor-made to fit journal-specific guidelines, kriyadocs’ reference manager simplifies citation and reference management.

Image courtesy: Encyclopedia vector created by pch.vector – www.freepik.com

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