References and metadata

What is a reference?

A reference is any source of information that you cite in a research paper to support your ideas or provide evidence. There are different types of references, such as articles, books, websites, and more unconventional types like tweets, podcasts, or videos.

Essentially, anything used to inform your work or provide a basis for claims can be referenced. Paperpile can be considered a database where you can store and manage these references, making it easier to organize and cite them properly.

Note: An alternative common name for references is “sources”. However, we use the term “references” in our documents. We also distinguish references from citations, see Citations and citation styles

What is the metadata of a reference?

Each reference has metadata fields with all the information required to correctly cite and find them, such as Title, Authors, Journal, Date published, and more.

Different reference types have different sets of metadata. For example, an article has a journal field, while a book can have an edition field.

Reference metadata example
Metadata fieldValue

Title

The gut microbiota of bumblebees

Authors

Hammer TJ, Le E, Martin AN, Moran NA

Year

2021

Type

Journal Article

Journal

Insectes Soc.

Publisher

Springer

Paperpile saves all the metadata for your references in your library. The web app displays all this information in a compact form. To see all the metadata fields for a reference, click the three-dot button in the reference list.

You typically don’t need to think about metadata since Paperpile automatically sets all the data as metadata fields with values. To change the reference details or add data manually:

  1. Select the reference
  2. Select Edit in the toolbar

See Edit metadata for more details about metadata editing.

Paperpile uses your reference metadata to format your citations. For more information, see Citations and citation styles

Example formatted citation using the metadata shown above.

Reference types

Paperpile includes a set of pre-defined reference types to make it easy to catalog and cite the most commonly-used types of reference material correctly.

To see all reference types:

  • In the Add menu, select Create new to open the metadata edit dialog.
  • Click within the Type field value at the top (it should read “Journal article” to start)

The dropdown shows a searchable list of all of Paperpile’s supported reference types. The most commonly-used types are at the top, under the heading Main reference types.

For reference, the table below describes all of the predefined reference types supported by Paperpile. If the item you are cataloguing doesn’t fit any of the predefined types, use the Miscellaneous type.

Main reference types
Main reference types

Journal article

Article in a scholarly journal

Book

A whole book

Book chapter

Book chapter with its own title and authors

Conference paper

Paper published in the proceedings of a conference

News article

Article in a newspaper, magazine, or other periodical

Thesis

Thesis for a Ph.D. or other degree

Website

Website accessed online

Miscellaneous

Miscellaneous reference or resource

More reference types
More reference types

Archival material

Documents stored in an archive

Artwork

Painting, drawing, sculpture,…

Audio recording

Published audio recording

Bill

Bill

Book or film review

A published review of a book or film

Broadcast

Radio or TV broadcast

Case

Legal case

Computer program

Software run on a computer

Dataset

A dataset with its own DOI or webpage

Encyclopedia article

An article in an encyclopedia

Figure

Published graph, chart,…

Grant

Grant application

Interview

A published or personal interview

Letter

A letter with sender and recipient

Manual or documentation

Instruction manual or other type of documentation

Map

Published map

Musical score

Sheet music

Patent

Published patent

Periodical

Journal, Magazine, or Newspaper

Personal communication

Information or data received via personal communication

Preprint

Preprint version of a manuscript or working paper

Presentation

Talk or other presentation

Report

Report published by a university or organization

Standard

A standard issued by ISO, ANSI, …

Statute

Statute

Treaty

Treaty (International law)

Unpublished item

Work that has not been formally published

Video or film

Published video recording or film

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