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Reference management with BibTeX: A short guide

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BibTeX can be daunting to many newcomers because of all the specifics about LaTeX packages, citation styles, and formatting. Yet, many aspects are mostly unimportant, and the structure is usually always the same.

And that is exactly what this little guide aims to accomplish: give you a basic set-up using an example, and show you how to use BibTeX from the ground up. In the future, we'll refer to document systems other than LaTeX, and details on this website, but for now, we'll stay focused on the basics.

Step 1: Create a .bib-file and create some entries.​

We begin by generating a .bib-file, such as bibliography.bib, which is then filled with BibTeX entries. A BibTeX entry is written in the following format and represents each literature source (book, essay, etc.) with the information required for citation and inclusion in the bibliography. Let's say we want to cite the book "The Old Man and the Sea" by Ernest Hemingway, then the entry would look like this:

bibliography.bib
@book{Hemingway1952,
  title={The Old Man and the Sea},
  author={Hemingway, Ernest},
  year={1952},
  publisher={Charles Scribner's Sons}
}

If you break down the "anatomy" of this entry, you only have to look at the following three components to understand how each BibTeX entry is defined:

  • Entry-type: With @book we define the type of reference, i.e. (and this example refers to itself) as a book. There are also @article for academic articles and others possible. BibTeX likes to specify which fields are optional and which are required to indicate them correctly in the literature.
  • Entry fields: in this example, these are title, author, year, and publisher. (Cf. fields)
  • citation-key: This example is Hemingway1952 and is used to indicate in-text citation in LaTeX, i.e., to refer to the source. Using the same example, we do this with \cite{Hemingway1952}. The citation key can be any string of characters - often as a combination of author, year, and a word from the title.

Step 2: Create a LaTeX document and connect​

Let's start by inserting our reference into a LaTeX document. You can copy and use the following example, a minimal basic framework sufficient to format the citation.

document.tex
\documentclass{article}
\usepackage[utf8]{inputenc}

\title{BibTeX references in \LaTeX}
\author{John Smith}

\begin{document}

\maketitle

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent enim urna, dapibus et bibendum vel, consectetur et turpis. Cras a molestie nulla. \cite{Hemingway1952}
\medskip

\bibliographystyle{unsrt}
\bibliography{bibliography}

\end{document}

After compiling the LaTeX document, we will notice that the command \cite{Hemingway1952} is replaced by the reference given in the BibTeX file with this ID in the example [1].

BibTeX - LaTeX - Overleaf

The .bib file, which we have called bibliography.bib, is defined in \bibliography{bibliography} and the citation/bibliography style \bibliographystyle{unsrt}, where unsrt refers to the .bst file, in this case to unsrt.bst, which contains all the macros to format your references in style. You can use other styles like apalike.bst instead.

Reference managers​

Formatting BibTeX files by hand can be tedious, which is why it is generally recommended to use a reference manager. Here are a few that are well suited for this:

Let’s .bib your first project!Looking for a BibTeX-based reference manager that connects seamlessly with Overleaf and RStudio? CiteDrive lets you manage your references directly in your next LaTeX, Quarto, or R Markdown document!

Are you looking for a simple online BibTeX manager?

CiteDrive is a bibtex-based collaborative reference manager that integrates seamlessly with Overlearf and RStudio.