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Fields

Required vs Optional Fields

Section titled “Required vs Optional Fields”

Fields determine how complete and correct your citations appear.

Field priority by entry type

Section titled “Field priority by entry type”

Required fields vary by entry type, but consistent core metadata improves all styles.

What to include for robust output

Section titled “What to include for robust output”

Always include author/editor, title, date, and source container details where relevant.

Name and Date Formatting Rules

Section titled “Name and Date Formatting Rules”

Personal and corporate author formats

Section titled “Personal and corporate author formats”

Date normalization and uncertainty handling

Section titled “Date normalization and uncertainty handling”

High-Impact Fields

Section titled “High-Impact Fields”

Author, title, date, and source identifiers

Section titled “Author, title, date, and source identifiers”

These fields most often influence sort order and citation rendering.

DOI, URL, and access dates

Section titled “DOI, URL, and access dates”

Use stable identifiers where available and include access dates when required by policy.

Field Quality in CiteDrive Workflows

Section titled “Field Quality in CiteDrive Workflows”

Reviewing metadata before export or compile

Section titled “Reviewing metadata before export or compile”

Validate core fields before running final builds.

Ongoing validation checklist

Section titled “Ongoing validation checklist”
  • No empty required fields
  • Consistent name format
  • Valid dates and identifiers

Practical Field Maintenance

Section titled “Practical Field Maintenance”

Standardize names early

Section titled “Standardize names early”

Pick one name format rule and keep it throughout the project. Consistent name formatting reduces duplicate author records and improves sorting.

Track uncertain metadata

Section titled “Track uncertain metadata”

If a source is incomplete, mark it for follow-up in your workflow notes so missing details are resolved before final submission.

Next Step

Section titled “Next Step”