R04.06.01.02 · 任务小类

文献与引用管理

Reference & citation management

Collect references, fix metadata and insert a correctly formatted bibliography.

20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计，不是执行结果。

典型应用: Zotero · EndNote · Mendeley
小类 GUI 需求标签: HY · 混合

任务提案 · 20

展开查看完整原文与建议检查方式；两种界面均保留提案英文原文。

R04.06.01.02-T01 Add twelve papers by DOI into a new Zotero collection

原始指令

In Zotero (test profile), create collection 'Thesis Ch2' and add the 12 works whose DOIs are in input/ch2_dois.txt using Add Item by Identifier (sandbox resolver), so each item has full metadata and appears only in that collection. Do not add duplicates of the 3 already in the library; add those to the collection instead.

平台: mac · macOS win · Windows
应用: Zotero
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 2 / 5

建议验证方式

zotero.sqlite (read after closing Zotero): collection with 12 items whose DOI fields equal the list; no duplicate DOIs in library; titles/authors/years equal resolver key; 3 pre-existing item ids reused.

建议部分得分

15% collection; 50% items added with metadata; 25% no duplicates; 10% membership correct.

R04.06.01.02-T02 Correct item types and missing fields for eight Zotero records

原始指令

In Zotero collection 'To fix', 8 items have wrong item types (a conference paper stored as journal article, a thesis as book) or missing fields (journal abbreviation, pages, volume, issue). Correct them per input/metadata_key.csv without creating new items.

平台: mac · macOS win · Windows
应用: Zotero
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 2 / 5

建议验证方式

zotero.sqlite: same 8 itemIDs; itemType and field values equal CSV; attachments and notes still linked; no new items.

建议部分得分

40% item types; 50% fields (pro-rata); 10% ids/attachments preserved.

R04.06.01.02-T03 Insert ten live Zotero citations and an APA bibliography in Word

原始指令

In input/manuscript.docx, 10 places are marked '[CITE: doi]'. Replace each marker with a live Zotero citation (Zotero Word plugin) to the matching library item, style APA 7th, combine adjacent markers into one parenthetical citation, and insert the bibliography under 'References'.

平台: mac · macOS win · Windows
应用: Zotero · Word
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 multi · 跨应用
工作产物: WP01 · 文档
条件: multiapp · 多应用
提案难度: 3 / 5

建议验证方式

docx fields: ADDIN ZOTERO_ITEM CSL_CITATION JSON at each marker position with the right item URIs; markers gone; one ZOTERO_BIBL field; document prefs style apa; rendered citation text equals CSL processor output.

建议部分得分

50% citations linked (pro-rata); 15% adjacency combined; 25% bibliography; 10% style.

R04.06.01.02-T04 Cite while you write in Vancouver style with EndNote

原始指令

Using EndNote with Word, insert numbered Vancouver citations for the 14 references marked '{Author, Year}' in input/review_draft.docx from library input/review.enl, so numbers follow order of first citation, ranges collapse (3–5), and the reference list appears at the end.

平台: mac · macOS win · Windows
应用: EndNote · Word
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 multi · 跨应用
工作产物: WP01 · 文档
条件: licensed · 授权专业软件 multiapp · 多应用
提案难度: 3 / 5

建议验证方式

docx: ADDIN EN.CITE fields at each marker with record numbers from review.enl; numbering order by first appearance; collapsed ranges where consecutive; ADDIN EN.REFLIST with 14 entries in Vancouver format.

建议部分得分

45% citations linked; 25% numbering/ranges; 30% reference list.

R04.06.01.02-T05 Merge fifteen duplicate pairs in a Zotero library without losing data

原始指令

The Zotero library has 15 duplicate pairs (Duplicate Items pane). Merge each pair keeping as master the version that has the PDF attachment, and make sure tags, notes and collection memberships of both versions survive on the merged item.

平台: mac · macOS win · Windows
应用: Zotero
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 3 / 5

建议验证方式

zotero.sqlite: 15 fewer items; survivors are the PDF-holding itemIDs; merged items carry the union of tags, child notes and collections; deleted duplicates in trash with relations 'dc:replaces'.

建议部分得分

35% pairs merged; 25% correct master; 30% tags/notes/collections union; 10% replaces relations.

R04.06.01.02-T06 Organize a Mendeley library into collections and attach PDFs

原始指令

In Mendeley Reference Manager (test account), sort the 40 references in 'Unsorted' into collections 'Methods', 'Background', 'Datasets' per input/mendeley_map.csv, attach the PDFs in input/pdfs/ to their references by matching title, and star the 5 listed as key papers.

平台: mac · macOS win · Windows
应用: Mendeley
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 3 / 5

建议验证方式

Mendeley API (grader read-only token): folder memberships equal CSV; file attachments with hashes matching the right documents; starred flag on 5; no duplicates created.

建议部分得分

40% collections; 40% PDFs attached correctly; 10% stars; 10% no duplicates.

R04.06.01.02-T07 Switch a manuscript's citation style and add page locators

原始指令

input/chapter3.docx has live Zotero citations in APA. Switch the document to Chicago Manual of Style 17th (author-date), add page locators to the 6 citations listed in input/locators.csv, suppress the author in the 2 narrative citations marked, and refresh the bibliography.

平台: mac · macOS win · Windows
应用: Zotero · Word
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP01 · 文档
条件: 未声明
提案难度: 3 / 5

建议验证方式

Document prefs style id chicago-author-date; the 6 citation JSONs carry locator/label 'page' with values equal CSV; 2 with suppress-author true; rendered text equals CSL output; bibliography refreshed.

建议部分得分

25% style switched; 40% locators; 20% suppress author; 15% refresh.

R04.06.01.02-T08 Clean a BibTeX library in JabRef so the paper compiles warning-free

原始指令

Open input/refs.bib (85 entries) in JabRef: regenerate citation keys with pattern [auth][year][shorttitle:lower], fix the 10 entries flagged by input/biber_warnings.log (missing fields, bad dates), and save. Update input/paper.tex \cite keys to the new keys so it compiles with biber with 0 warnings.

平台: mac · macOS win · Windows lin · Linux
应用: JabRef · TeX
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: CL · CLI 足够
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 3 / 5

建议验证方式

bib parse: keys follow the pattern and are unique; flagged fields fixed per key; latexmk + biber run: 0 warnings, 0 undefined citations; every \cite resolves to the same work as before (DOI mapping).

建议部分得分

30% keys regenerated; 30% flagged fixes; 25% clean compile; 15% cites mapped correctly.

R04.06.01.02-T09 Build a Zotero saved search for items still missing PDFs

原始指令

In Zotero create saved search 'Needs PDF' matching items in collection 'Thesis' (incl. subcollections) added in 2025 or later, of type journal article or conference paper, with no PDF attachment. Tag every current match 'todo-pdf'.

平台: mac · macOS win · Windows
应用: Zotero
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 3 / 5

建议验证方式

zotero.sqlite savedSearchConditions equal spec (collection recursive, dateAdded, itemType OR, attachment file type); grader evaluates the search: result set equals key (17 items); tag 'todo-pdf' on exactly those.

建议部分得分

50% saved search conditions; 30% correct result set; 20% tags.

R04.06.01.02-T10 Turn 34 plain-text citations into live Zotero citations

原始指令

input/thesis_ch4.docx has 34 plain-text author-date citations like '(Nguyen et al., 2019a)'. Replace each with a live Zotero citation to the right item in the library (resolve 2019a/2019b by the reference list at the end), keep page numbers as locators, then replace the static reference list with a Zotero bibliography.

平台: mac · macOS win · Windows
应用: Zotero · Word
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 nav · 平移 / 缩放 / 滚动
工作产物: WP01 · 文档
条件: multiapp · 多应用
提案难度: 4 / 5

建议验证方式

34 ZOTERO_ITEM fields at the original positions with item URIs equal key (incl. a/b disambiguation); locators preserved; no plain-text citations remain (regex); static list removed and ZOTERO_BIBL present.

建议部分得分

55% citations correctly linked (pro-rata); 15% a/b disambiguation; 10% locators; 20% bibliography swap.

R04.06.01.02-T11 Import, de-duplicate and format a systematic-review library in EndNote

原始指令

In EndNote create output/sr_library.enl, import input/pubmed.nbib, input/embase.ris and input/scopus.ris, de-duplicate (DOI, then title+year), put survivors in group set 'Screening' groups by source, and modify a copy of the Vancouver style so 'et al.' follows 3 authors; export the bibliography as output/included.rtf.

平台: mac · macOS win · Windows
应用: EndNote
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP02 · 记录 / 表格
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

Library DB: record count equals unique key (412); no DOI duplicates; groups per source; modified style file with author-list abbreviation 3; RTF bibliography entries equal formatted key for 20 sampled records.

建议部分得分

25% imports; 30% de-dup count; 15% groups; 30% style + export.

R04.06.01.02-T12 Adapt a CSL style to a journal's rules and apply it

原始指令

The journal in input/author_guidelines.pdf wants APA-like references but with DOIs as 'https://doi.org/…', sentence-case article titles, and journal names abbreviated. Create a modified CSL style 'Journal X' (Zotero style editor), install it in Zotero, and apply it to input/submission.docx.

平台: mac · macOS win · Windows
应用: Zotero · Word
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: code · 代码与命令 click · 指向与点击
工作产物: WP01 · 文档
条件: 未声明
提案难度: 4 / 5

建议验证方式

Installed style XML validates against CSL 1.0.2 schema; rendering 15 test items with citeproc equals expected strings; document prefs reference the new style id; bibliography text equals expected output.

建议部分得分

40% style rules correct on test items; 15% valid CSL; 20% installed; 25% applied to document.

R04.06.01.02-T13 Cite with Zotero in Google Docs and switch the document to IEEE

原始指令

In Google Doc 'Policy brief draft' (test account), use the Zotero connector to insert citations for the 8 items marked '[cite: title]' from the Zotero group 'Policy Lab', add the bibliography at the end, then switch the document style to IEEE so citations become numbered.

平台: web · 任意系统（网页）
应用: Zotero · Google Docs
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 multi · 跨应用
工作产物: WP01 · 文档
条件: 未声明
提案难度: 3 / 5

建议验证方式

Docs API read: markers gone; Zotero citation links (zotero.org/google-docs/?… named ranges) at 8 positions with item keys equal key; numbered [n] text in IEEE order; bibliography present with 8 entries.

建议部分得分

50% citations linked; 25% IEEE numbering; 25% bibliography.

R04.06.01.02-T14 Merge two co-authors' cited manuscripts onto a shared group library

原始指令

input/part_a.docx and input/part_b.docx cite the same works from two personal Zotero libraries. Combine them into output/joint_paper.docx whose citations all point to the matching items in Zotero group 'Joint Project' (use Unlinked Citations / relinking), with one unified bibliography and no duplicate entries.

平台: mac · macOS win · Windows
应用: Zotero · Word
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 multi · 跨应用 nav · 平移 / 缩放 / 滚动
工作产物: WP01 · 文档
条件: long · 长流程 multiapp · 多应用
提案难度: 5 / 5

建议验证方式

Every ZOTERO_ITEM URI points to group 'Joint Project' items (by group id) matched via DOI/title; no URIs to personal libraries; bibliography entry count equals unique works (47); text of both parts present in order.

建议部分得分

50% citations relinked to group items; 20% no duplicates; 20% bibliography; 10% content merged.

R04.06.01.02-T15 Migrate a 400-reference EndNote library and its manuscript to Zotero

原始指令

Move input/lab.enl (400 refs, PDFs, notes, 12 groups) into Zotero with groups as collections and PDFs as stored attachments, then convert input/grant_draft.docx's EndNote citations to live Zotero citations to the migrated items so the bibliography regenerates identically in the same style.

平台: mac · macOS win · Windows
应用: EndNote · Zotero · Word
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: HY · 混合
交互原语: click · 指向与点击 multi · 跨应用 nav · 平移 / 缩放 / 滚动
工作产物: WP02 · 记录 / 表格
条件: licensed · 授权专业软件 long · 长流程 multiapp · 多应用
提案难度: 5 / 5

建议验证方式

zotero.sqlite: 400 items with 12 collections matching groups; attachment hashes equal; notes count equal; docx has no EN.CITE fields, ZOTERO_ITEM fields reference migrated items; regenerated bibliography text equals original (normalized).

建议部分得分

30% items/metadata; 20% collections; 15% attachments; 35% manuscript citations converted.

R04.06.01.02-T16 Extract Zotero PDF annotations into an evidence matrix workbook

原始指令

For the 30 papers in Zotero collection 'Review', extract annotations to notes, then build output/evidence_matrix.xlsx with one row per paper: citekey, design, sample size, primary outcome, effect size (from highlights colored yellow = outcome, green = design, blue = sample), and a live Zotero link (zotero://select) per row.

平台: mac · macOS win · Windows
应用: Zotero · Excel
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: HY · 混合
交互原语: click · 指向与点击 multi · 跨应用 type · 文字与表单
工作产物: WP02 · 记录 / 表格
条件: long · 长流程 multiapp · 多应用
提案难度: 5 / 5

建议验证方式

zotero.sqlite: 30 child notes generated from annotations; workbook rows equal key fields (exact for sample size/effect size, normalized for text); links resolve to correct item keys.

建议部分得分

20% annotation notes; 60% matrix fields (pro-rata); 20% links.

R04.06.01.02-T17 Control pair of T08: regenerate BibTeX keys and fix fields by script

原始指令

Control pair of T08. From the terminal, use a Python BibTeX library (bibtexparser) to regenerate keys with the same pattern, fix the 10 flagged entries, update \cite keys in input/paper.tex, and compile with latexmk/biber with 0 warnings.

平台: mac · macOS win · Windows lin · Linux
应用: bibtexparser · TeX
交互表面: term · 终端
GUI 需求 · 任务设定: CL · CLI 足够
GUI 需求 · 普通权限: CL · CLI 足够
交互原语: code · 代码与命令
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 2 / 5

建议验证方式

Same checker as T08; compared against the JabRef variant.

建议部分得分

30% keys; 30% fixes; 25% compile; 15% mapping.

R04.06.01.02-T18 Color-code highlights in Zotero's PDF reader by evidence type

原始指令

In Zotero's built-in reader, annotate 5 PDFs in collection 'Pilot': highlight each paper's primary outcome sentence yellow, study design sentence green and sample-size sentence blue (exact sentences listed by page in input/targets.csv), and add a comment 'RoB: low/high' to the design highlight per the CSV.

平台: mac · macOS win · Windows
应用: Zotero
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP10 · 标注
条件: 未声明
提案难度: 4 / 5

建议验证方式

zotero.sqlite itemAnnotations: 15 highlights with colors per type; position rects cover target sentence tokens (token F1 ≥0.95); comments on design highlights equal CSV; no extra annotations. Agent has no Zotero web API key, Zotero's Run JavaScript tool and local connector API are disabled, and zotero.sqlite is locked while Zotero runs.

建议部分得分

60% highlights exact (pro-rata over 15); 20% colors; 20% comments.

R04.06.01.02-T19 Replace citations of retracted papers flagged by Zotero

原始指令

Zotero flags 3 retracted items cited in input/review_v2.docx. Tag them 'retracted', move them to collection 'Retracted', and in the manuscript replace each of their citations with the replacement works in input/replacements.csv (already in the library), then refresh the bibliography so retracted items vanish.

平台: mac · macOS win · Windows
应用: Zotero · Word
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 multi · 跨应用
工作产物: WP01 · 文档
条件: 未声明
提案难度: 3 / 5

建议验证方式

zotero.sqlite: tags and collection membership on 3 retracted items; docx: no ZOTERO_ITEM references to them; replacement items cited at the same positions; bibliography excludes retracted entries.

建议部分得分

20% tagged; 15% collection; 45% citations replaced; 20% bibliography updated.

R04.06.01.02-T20 Set up a pinned-key Better BibTeX auto-export for an Overleaf paper

原始指令

In Zotero with Better BibTeX, pin citation keys for collection 'Paper 2026' to the keys used in input/paper.tex (some items currently get different keys), set up an auto-export of that collection to output/paper.bib (BibLaTeX, on change), and confirm paper.tex compiles with all citations resolved.

平台: mac · macOS win · Windows lin · Linux
应用: Zotero · TeX
交互表面: desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 4 / 5

建议验证方式

Better BibTeX DB: pinned keys (Citation Key field) equal \cite keys for all items; auto-export job for the collection to output/paper.bib with on-change; grader edits an item title and confirms the .bib updates; latexmk shows 0 undefined citations.

建议部分得分

40% keys pinned; 25% auto-export configured; 15% updates on change; 20% clean compile.

已有研究映射

以下沿用研究目录中的基准与小类映射，不是逐题标注、执行记录或产品背书。

文献与引用管理

任务提案 · 20

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已有研究映射

同工作流族的小类