Citation tools

Awaiting review. Converted automatically from the retired kotahi.community documentation (archived 13 July 2026). The steps and screenshots have not yet been checked against a current Kotahi release and may be out of date. Converted from docs.kotahi.community/advanced-kotahi/citations.html.

In this section

Automated citation look ups.

When using the production interface, the team can check the citations and improve them with the assistance of Kotahi’s automated citation tools.

To access these tools, view the research object in the production interface (linked from the Manuscripts page) and scroll down to the reference list.

Production interface showing a manuscript scrolled to its ‘Acknowledgments’ and ‘References’ sections as a numbered reference list, with a left-hand panel of insert options including ‘Citations’, ‘Reference list’ and ‘Reference’.

On the left, you will see a reference tool:

Close-up of the production interface’s left panel with the ‘Citations’ group expanded and the ‘Reference’ tool highlighted, alongside the greyed-out ‘Acknowledgments’ and ‘References’ text.

Select an item in the references and then click on this reference tool. You will see a menu appear to the right of the reference.

Reference list in the production interface with a small vertical menu of icon buttons appearing to the right of the selected reference, used to launch the citation look-up tools.

Clicking on one of these icons will display an overlay.

‘Select citation’ overlay listing candidate citations with radio-style checkboxes, each tagged by source — ‘Original’, ‘AnyStyle’ or ‘CrossRef’ — with one CrossRef entry ticked, and ‘Edit’ and ‘Apply’ buttons at the bottom.

Here you see a list of possible citations based on the information in the original citation. The recommended citations come from a variety of sources (more can be added). Native to Kotahi 2.0 are AnyStyle and Crossref sources.

You can now choose one of the citations displayed (these also conform to the citation format set in the Kotahi system settings).

You can also select one of these citations and click ‘edit’ and a further box will display for editing that selection.

‘Edit citation’ overlay showing the original citation at the top, then editable fields for author family and given name, ‘Add author’, article title, journal, DOI, volume, issue, year, page and citation number, with ‘Back’ and ‘Apply’.

This service relies on 3rd party APIs to generate results. These services may be disrupted from time to time. You may need to re-run imports if this service does not generate results as expected.

Settings to change the citation style and other related controls are located in the Configuration→Production section.