HOWTOs and FAQs



1. About this page

1.1 General

This is a collection of HOWTOs and FAQs contributed by CiteULike Users

If you would like to contribute, please send an email to howtos(at)citeulike.org. We reserve the right to edit contributions.

If there's any topic you'd like answered here, you can also try posting in the discussion forums.

1.2 Linking to these pages

If you want to create a link to one of these items, use a URL like:

http://www.citeulike.org/howto?show=sec1-2
		

2. Organizing your library

2.1 Tagging Multiple Articles

  • On your library page, tick the checkbox closest to the first article.
  • This makes the tagging panel visible.
  • Use the options on the panel along with checkboxes next to articles to tag multiple articles simultaneously.

(Contributed by Zephyrus)

2.2 How can I delete all the articles in my library?

You do this by giving all your articles a common tag.

  • Go to "My CiteULike" -> "Library" -> "Tags" and select "Rename"
  • In the lower section enter "*" for "Tags to rename" and, e.g., "all-articles" for "New Tags" and click on the "Rename Matching Tags" button.
  • When you view your library, all articles should be tagged "all-articles"
  • Delete all the articles using this tag, as described below

2.3 How do I delete articles?

  • Click on the article you want to delete.
  • Just below the citation details, you will find these five options: [Delete] [Edit] [Copy] [Duplicate] [Blog]
  • Click on [Delete] to remove the article.

(Contributed by Zephyrus)

2.4 How do I edit article details?

  • Click on the article you want to edit.
  • Just below the citation details, you will find these five options: [Delete] [Edit] [Copy] [Duplicate] [Blog]
  • Click on [Edit] to edit article details.
  • Click the "Update details" button (or Enter).

(Contributed by Zephyrus)

2.5 How do I copy articles from someone else's library to my library?

  • Click on the article you want to copy.
  • Just below the citation details, you will find these five options: [Delete] [Edit] [Copy] [Duplicate] [Blog]
  • Click on [Copy].
  • You will be taken to an article posting page.
  • Enter as many details as you like.
  • Click the "Post Article" button (or Enter)

(Contributed by Zephyrus)

2.6 How do I copy articles in my library to a public or private group?

  • Click on the article you want to copy.
  • Just below the citation details, you will find these five options: [Delete] [Edit] [Copy] [Duplicate] [Blog]
  • Click on [Copy].
  • You will be taken to an article posting page.
  • Enter as many details as you like.
  • Check the Checkbox for the private or public group under the group: "Post To"
  • Click the "Post Article" button (or Enter)

(Contributed by Zephyrus)

2.7 How do I blog about an article?

  • Click on the article you want to blog about.
  • Just below the citation details, you will find these five options: [Delete] [Edit] [Copy] [Duplicate] [Blog]
  • Click on [Blog].
  • You will be taken to a blog template with the article citation and links pre-entered.
  • The pre-entered citation format/style will be the same as citation style in the copy of the article in your library.
  • Add text to your blog.
  • Click the "Create New Blog Article" button (or Ctrl-S).
  • Happy Blogging!

(Contributed by Zephyrus)

2.8 How do I blog about multiple articles?

  • Give all the articles a common tag (either individually or using this technique.)
  • Create a new Blog entry [My CiteULike] -> [Blog]
  • Click on [Populate with a set of tagged articles]
  • Click on the tag created above
  • Select other tags if required
  • Enter other blog details.

2.9 How do I add extra source-links to articles?

  • Click on the article you want to add links to.
  • Click on the [Edit Links] link next to "View Fulltext Article"
  • Enter a new DOI or URL and click the "Add DOI" or "Add URL" button

(Contributed by Zephyrus)

2.10 How do I edit existing source-links in articles in my library?

Currently, this is not possible.

(Contributed by Zephyrus)

2.11 How can I delete all the articles with a given tag?

Select the tag to want to delete by either,

  • clicking on the tag link beneath an article in a list, or
  • selecting the tag from your tag cloud, or
  • going to "My CiteULike" -> "Library" -> "Tags" and selecting a tag from the list.

Select the link at the top of the page "Delete all <tagname> articles"

2.12 I'm having a problem posting from PubMed.

Update: our advanced bookmarket solves this problem.

The URL I am trying to post is http://www.ncbi.nlm.nih.gov/sites/entrez

This is a known problem, and one which is proving to be quite a pain. It all stems from the way PubMed deals with the case when there's precisely one result for the search term you type in. Normally you'd type in your phrase, get a list of possible results, and then click one to get the the article summary page. Under those conditions, you'll notice that you get a page with a URL which contains enough information to work out which article you're looking at. On the other hand, when there's only one result which matches your search term, you'll find that the URL doesn't give you this information. In other words, it's not possible to bookmark that page. Consequently, CiteULike gets quite confused and can't work out which article to bookmark. It's something we're going to fix, but it requires quite a radical re-think of how the bookmarklet works.

In the meantime the (ugly) workaround is:

  1. Click the "related articles" button on pubmed.
  2. Find your article again (it's usually the top hit).
  3. Try posting it again to CiteULike.

2.13 Can I post any old stuff to CiteULike, or does it all have to be academic articles?

You're quite welcome to post anything you like, including arbitrary web sites (but read the restriction below about non peer-reviewed articles not being as prominently displayed). You could, if you wanted, use CiteULike to keep track of your browser's bookmarks. It is, however, a tool specifically designed to work with academic papers, so if you just want just use it as a bookmark manager, you might be better off using another service like del.icio.us. We do not allow CiteULike to be used for SPAM - we will delete SPAM where we find it.

2.14 Can I post to CiteULike without leaving the original journal page? (What happened to the post usng a popup?)

You can use this Post to CiteULike bookmarklet instead of the default one.

You may also want to try out our experimental "advanced" bookmarklet, available on this page.

2.15 Any other posting tricks?

Firefox (and maybe other browsers) support custom protocol handlers Below are a few for DOI, PubMed and ISBN. Click on them to install (you can disable them later). Whenever you see a DOI, PubMedID or ISBN, simply cut and paste "doi:xxxxxx", "pmid:xxxxx" or "isbn:xxxx" into the browser address bar (don't worry about capitals or spaces after the ":") and it will post directly to CiteULike. This is especially useful if either (a) the site is not supported by CiteULike or (b) the page you are on is not the one you want to post (e.g., the DOI is a reference to another article).
  1. Install DOI handler
  2. Install ISBN handler
  3. Install PMID handler
Note that our new (experimental) "advanced" bookmarklet solves the same problem in a different way.

2.16 Sorting articles by posting date

You can now put /postdate/... in URLs for your own library. At present, /postdate/... won't work if you also specify /tag or /aurthor in the URL (it does work for e.g. BibTeX exports).

You can specify an optional start date and an optional end date, separated with a '-'. A date can be of the form YYYY, YYYYMM or YYYYMMDD. If the MMDD or DD parts are missing they are expanded to 0101 or 01 respectively if the date is the left hand side of the '-', and to 1231 or 31 respectively if the date is the right side of the '-'. If there's just one date and no '-' it's taken as the left and right side, and expanded as above.

http://www.citeulike.org/user/.../postdate/2007-2008 expands to date range 2007-01-01 to 2008-12-31

http://www.citeulike.org/user/.../postdate/200707-200708 expands to date range 2007-07-01 to 2007-08-31

http://www.citeulike.org/user/.../postdate/20070801-20070812 is date range 2007-08-01 to 2007-08-12

http://www.citeulike.org/user/.../postdate/2007 expands to date range 2007-01-01 to 2007-12-31

http://www.citeulike.org/user/.../postdate/2007- expands to date range 2007-01-01 onwards

http://www.citeulike.org/user/.../postdate/-200807 expands to date range 2008-07-31 and before

3. Searching and Viewing

3.1 Syntax for complex search queries (e.g. articles with two specific tags, ...)

  • URL-based search

    You can access database entries that are marked with two (or more) specific tags (e.g. 'tag1' and 'tag2') by appending to the URL '/tag/tag1,tag2'.

    For example, to select all articles in my library tagged 'ferromagnet', 'nanotube', and 'kondo', use

    http://www.citeulike.org/user/akhuettel/tag/ferromagnet,nanotube,kondo
    		

    Excluding a tag can be done by prepending it with '!'. So, all articles with 'ferromagnet' and 'kondo', but WITHOUT 'nanotube', are given by

    http://www.citeulike.org/user/akhuettel/tag/ferromagnet,!nanotube,kondo
    		

    The same functionality also exists for user names ('/user/...') and author names ('/author/...'). So, all articles in my ('akhuettel') library with author 'Kouwenhoven' and tag 'nanotube' are found by

    http://www.citeulike.org/user/akhuettel/tag/nanotube/author/Kouwenhoven
    		
  • Search-button-based search

    The above examples are reproduced by the queries

    +tag:(ferromagnet AND nanotube AND kondo)
    +tag:(ferromagnet AND !nanotube AND kondo)
    		

    Information for the technically-minded: The CiteUlike search engine is driven by Apache Lucene. The full query parser syntax is documented at http://lucene.apache.org/java/2_4_1/queryparsersyntax.html

(Contributed by akhuettel)

3.2 Sorted article display (also in sub-libraries)

It's possible to sort any library or (e.g. tag-defined) sub-library by one of a limited number of fields. This feature works by appending a '/order/' string to the page URL. Its complete description can be found at the discussion forum http://www.citeulike.org/groupforum/767

A usage example would be to sort the articles in my library tagged 'ferromagnet' by reading priority:

http://www.citeulike.org/user/akhuettel/tag/ferromagnet/order/to_read
		

(Contributed by akhuettel)

3.3 Why is there a link [My Copy] next to some articles?

When you click on the title, you will get sent to the copy of that article owned by the user show below ("Posted by ...."). If you have a copy in your own library, the [My Copy] link will take you there instead.

The [My Copy] link is there even if it's your copy in the first place, otherwise it might be confusing.

Similarly, as PDF icon will take you to your own copy of a PDF, unless you're viewing a [private] group's page and the group has a PDF.

3.4 Can I search notes?

You can search your own notes through your library search form (i.e., not the global one at the top right). We hope to make non-private notes globally searchable soon.

4. Formatting

4.1 Forcing author name parts to be treated as 'first name', 'initials', 'last name'

If CiteULike incorrectly parses an author, you can force author name parts to be treated as 'first name', 'initials', 'last name' can be done by editing the name and setting it to be

=/<firstname>/<initials>/<lastnames>/=
		

Initials should include all the initials, including that of firstname.

e.g.,

=/Gerald/ZG/Liu/=
=/John/JJ/van der Wahls/=
		

Note that the in latter case we can't distinguish between "John J van der Wahls" and "J John van der Wahls" and the former will be used.

For the special case of institutional "authors", you can use either of the following:

=///The Science Consortium/=
"The Science Consortium"
		

(Contributed by akhuettel)

4.2 How do I delete a field from an article?

Very occasionally, the metadata in an article is wrong, but you don't know a correct value. For example the issue number might appear as "-1" but there is no actual issue number for the article - so you can't put in an alternative value. Simply blanking out the value doesn't work because this means that you don't want to provide a replacement value and CiteULike will default back to the value it got from the original article, namely "-".

The solution is to put "//" in the field. This is a special marker to tell CiteULike that you want to override the default value with a empty one.

In the dropdown for "month", the equivalent is the "none" item.

All articles need a title, so you can't blank that.

5. PDFs

5.1 Are the PDFs I upload viewable to others?

No, your PDFs aren't viewable by others. Within a private group, they are viewable by others if you indicate that you have the right to distribute the PDF (e.g., you are the Copyright holder).

5.2 Where is the PDF stored?

The PDF is stored on a CiteULike server and backed up every day.

5.3 Can I upload multiple PDFs per citation?

Only one PDF per citation at the moment.

5.4 What is the maximum file size that can be uploaded?

Maximum size is currently 20MB.

5.5 I posted a PDF of a paper from my homepage, but it doesn't appear on the front page of CiteULike. What's wrong?

Nothing's wrong. If you posted a paper from a site that's not on the "supported" list, then it will appear in your library, but it won't be widely publicised on CiteULike (so it won't appear on the front page, and it won't appear in the "all papers for tag..." links). Of course, if you post a paper from one of our recognised journals, we know that the paper has already been peer-reviewed, and it will go on the front page.

This is hopefully an effective measure against both spam, and lunatics trying to peddle their crazy ideas about the origins of the universe.

The spam issue is obvious. If spammers worked out how to post links to the sites they're trying to advertise (and spammers are sometimes quite clever, if a little evil) and clutter up CiteULike with this junk then they'd obviously do it, and this site would be a worse place for it. Also, because we allow search engines onto CiteULike, the spammers might think that having lots of links to their site might boost their rankings in the Google search results. Actually, that wouldn't work because of a feature on Google... but they might not know that and try it anyway.

The "lunatics" problem is a bit more subtle. We regularly get emails from people who have posted articles (which clearly haven't been peer-reviewed) wanting to know what they can do to promote their work on CiteULike. The short answer is: nothing. These papers are generally either fairly curious ideas about the Big Bang, or results of less-than-scrupulous clinical trials of a drug (which is presumably manufactured by a company the user has shares in). CiteULike is not a place to try to push your own work to a larger audience (although, of course, you're welcome to submit your own articles and, if they're any good, others will bookmark them). This policy has the unfortunate side effect that some genuinely good articles might not be as visible as they might be. Hopefully this should slowly become less of an issue as as the number of supported journals increases.

5.6 Why does PDF preview only show the first pages?

Mostly it's a compromise. The PDF previewer isn't really that good - to read the paper properly we recommend using a proper PDF reader, such as Acrobat. Since some PDFs are very large (and therefore possibly slow to download) we felt it was reasonable to just show the the first pages to give you a flavour. The reason it's the first 2 pages rather than just the first is that quite often papers have a "cover page".

Also, the viewer isn't reading the PDF but the PDF converted into Flash, which puts extra demands on our resources.

5.7 Why doesn't my PDF have a preview?

Some PDFs are copy-protected and our software won't read them. Some others have errors that our software can't deal with, despite being readable in Acrobat.

At the time of writing approx. 1% of PDFs have no preview.

6. Accounts

6.1 How can I delete my account?

We don't delete old accounts. You can

  • delete all your own articles
  • remove yourself from any groups that you're a member of
  • remove your profile information
  • clear your watchlist
  • delete blog articles

At that point, all we have is a username and an email address.

If you want, you can change your email to a non-existant one, but note that once you have done that, you may no longer be able to prove that you own the account. We suggest you only do this as the very last step, once you are happy that all other data has been your library.

Please also see our Privacy Statement and Terms & Conditions

6.2 How can I change my username?

It is not possible to do it yourself, but in you can ask CiteULike admins to do this.

[thegoose says: Please only ask if you really need to as it's quite a bit of work.]

(Contributed by Zephyrus)

6.3 How can I merge duplicate CiteULike Accounts?

Post your request in the general citeulike forum.

[thegoose says: With enough nagging we might get around to implementing this one day. In theory one could export the library from one and import into another but the imported library won't be able to make use of social features (we're working on this one, though).]

(Contributed by Zephyrus)

6.4 What is your privacy policy?

Our privacy policy is available here.

6.5 How can I change my Password?

Long Method:

  • Navigate to "myCiteULike" > Profile
  • Click on the [Edit] link next to the title "My profile".
  • Click on the [Change Password] link next to the title "Edit Your Profile".
  • Change your password on the "Change your password" page.

If you have forgotten your current password, things are a bit more complicated. We'll send you an email with a link to reset your password.

(Contributed by Zephyrus)

7. Importing and Exporting

7.1 How can I access my CiteULike account from BibDesk?

Here's a blog entry from user dartar

7.2 How can I access my CiteULike account from Mendeley?

See here

7.3 How can I export articles to Delicious?

You can export the current view to Delicious whenever you see the Export button.

Save the file, and import into Delicious ("Setting" -> "Bookmarks" -> "Import..."). In general, we recommend importing into Delicious as "public" - any private articles will still be private.

Because of privacy and size restrictions we've had to make a few compromises:

  • Abstract and notes are exported, but the former is truncated if the total length goes beyond Delicious's 1000 character limit.
  • Private notes are only exported if they're within private articles.
  • Tags are exported too, but not private (*xxxx) or for:xxxx tags.

8. Other

8.1 I'm a programmer. Can I help with CiteULike?

Yes. Probably the most useful thing you could do at the moment is write a "plugin" to let CiteULike work with a currently unsupported publisher's site. Do you post articles from a site which the system doesn't know how to extract the details from (you have to type them in yourself)? Do you know a little programming? If so, you might like to check out the plugin subversion repository and the documentation. If you've got subversion installed, you can check out the source code to your local drive by

svn co http://svn.citeulike.org/svn/ citeulike

8.2 I am a researcher, can I have a sample of the CiteULike dataset?

We see all the public data as being a valuable academic resource for people who work in text mining. If anyone is interested in the dataset for a sensible (non-commercial) purpose then it is available for download here.

8.3 I'm a publisher and I want to know how this affects me.

8.4 Are there any tutorials available?

For German-speaking users, there is a wiki-based tutorial available here [http://moodle.donau-uni.ac.at]. It was created by a postgraduate student at Donau-Universität Krems.

8.5 Where can I report bugs, request features, or just make comments?

We have forums for general discussion, feature requests and bug reports available here; there's a summary of recent activity here.

8.6 How can I add a button to my web site to allow my users to post my content to CiteULike?

Simply add the following javascript to your page:

8.7 How safe is my library?

CiteULike is hosted in a professional datacentre and the database is backed up every night.

8.8 How can I add a "Post to CiteULike" button to my website?

Without a popup:

http://www.citeulike.org/posturl?url=<url>&title<title>

where <url> and <title> are the (URL-encoded) URL and Title of the article. Typically this code will do:

<a href="javascript:location.href='http://www.citeulike.org/posturl?url='+encodeURIComponent(location.href)+'&title='+encodeURIComponent(document.title)">Post to CiteULike</a>

However, in certain circumstances a different URL or title may be appropriate. One can also post the DOI directly using the a 'URL' like "doi:10.1234/12345667" though this is slightly slower because of the extra lookup via doi.org.


With a popup:

We recommend the following (the javascript part all in one line - no spaces)

<a href="javascript:var%20pw=window.open('http://www.citeulike.org/posturl?bml=popup
&url='+encodeURIComponent(location.href)+'&title='+encodeURIComponent(document.title),
'citeulike_popup_post','width=1000,height=700,scrollbars=1,resizable=1');
void(window.setTimeout('pw.focus()',250));">Post to CiteULike</a>

You may change the popup size, but it's important to use the window name 'citeulike_popup_post' as we use this to trigger certain options suitable for popups.

Icon: This one is suitable or contact us for advice on other options.

Privacy Statement | Terms & Conditions
CiteULike organises scholarly (or academic) papers or literature and provides bibliographic (which means it makes bibliographies) for universities and higher education establishments. It helps undergraduates and postgraduates. People studying for PhDs or in postdoctoral (postdoc) positions. The service is similar in scope to EndNote or RefWorks or any other reference manager like BibTeX, but it is a social bookmarking service for scientists and humanities researchers.