CiteDrive 5.0 Interim Guide

Organize References, Collaborate, and Connect to Overleaf or RStudio

This guide is temporary while we rework the full documentation for CiteDrive 5.0. Some features may be incomplete, but it’s enough to get started quickly with the new interface.

Welcome to CiteDrive 5.0

CiteDrive 5.0 has a completely new interface! In this guide, you’ll learn how to:

• Add and organize references

• Collaborate with colleagues

• Connect your projects to Overleaf, R Markdown, or Quarto

After registering, you’ll land on your dashboard. Start your first project—let’s call it “My Paper.” You can create as many projects as you like, keeping everything organized.

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Adding References Quickly

Manual Entry

Click “Create BibTeX items,” type @ to select an entry type, and fill in the fields. Turn on BibLaTeX mode in Settings for extra entry types.

Database Search

Search for articles or books by title, author, DOI, or ISBN. Edit and confirm the entry before adding it.

Browser Extension

Use BibTeX Connect to import references directly from PubMed, ArXiv, or Google Scholar.

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Organizing References

CiteDrive helps you keep your references structured and consistent:

• Automatic checks and fixes:

  • Check for BibTeX errors

  • Handle duplicates by adding a suffix to the citation key so your library stays intact

  • Apply formatting options like escaping special characters

• View options:

  • Compact: Type, title, first author, year

  • Expanded: All authors, keywords, journal/publisher, extra fields

• Organize your library:

  • Drag entries into groups to organize by section, topic, or chapter

  • Add keywords={keyword1, keyword2} to create tags that CiteDrive automatically detects

  • Use the search bar to quickly find entries

  • Sort by title, author, date, or when the reference was added

  • Filter by keywords or BibTeX fields

  • Combine filters and groups for faster, more precise organization

  • Copy references from one project to another, or clone an entire project with the same structure. This is especially useful when you have a series of topic-related papers, books, or focused research topics within your group.

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Adding Collaborators

Collaborating is easy:

1. Open the project sidebar on the left.

2. Click Manage Users at the bottom.

3. Enter your colleague’s email and set their permission level.

Collaborators can view, add, or edit references depending on the permissions you assign.

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Connecting to Your Editor

Overleaf

1. Click Connect Project and copy the unique URL.

2. In Overleaf: File > New File > From External URL, paste the URL, name the file (e.g., example.bib).

3. Include in LaTeX:

   • BibTeX: \bibliography{example}

   • BibLaTeX: \addbibresource{example.bib}

4. Cite references: Use \cite{key} or \autocite{key}. You can select one or more items in CiteDrive and click the Cite button to get the correct format.

RStudio (R Markdown & Quarto)

1. Copy your CiteDrive project URL.

2. Paste the URL into the YAML header:

R Markdown:

bibliography: “https://your-citedrive-project-url”

Quarto:

bibliography: “https://your-citedrive-project-url”

3. Cite references in your text, which you can also copy from CiteDrive:

   • R Markdown: [@key]

   • Quarto: @key

4. Knit/Render your document—bibliography entries are downloaded and formatted automatically.

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Keeping Everything in Sync

Updates in CiteDrive automatically sync with Overleaf and RStudio. When you—or anyone added to your project—add or edit references, the latest version is always available. In Overleaf, simply click the “refresh” button to update your project with your CiteDrive library. Rendering your R Markdown or Quarto document will always retrieve the latest references from CiteDrive automatically.

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Interim Note

This is an “until” guide for CiteDrive 5.0. Full documentation coming soon will include:

• More editor integrations (CiteDrive is not limited to Overleaf and RStudio, but those are the most popular).

• Advanced organization features

• Complete step-by-step workflows

Use this guide to get started and explore the new interface today!