Reference Hygiene for Busy Authors
Reading time ~6 minutes · Published September 13, 2025
- Capitalization that sticks (Word + reference managers)
- Page ranges and article numbers (en dashes in Word)
- DOIs: consistent field, consistent display
- Duplicates: detect, merge, and keep one canonical entry
- Quick workflows (EndNote / Zotero / Mendeley / Word)
- Before/After: one reference, four fixes
- Journal-style mini-checklist (APA · AMA · Vancouver · IEEE)
1) Capitalization that sticks
Problem: Title-casing and sentence-casing are often applied automatically, which downcases proper nouns, acronyms, and gene or product names.
Fix (Word, plain list): Use Home → Change Case for bulk conversion, then restore protected terms manually. Avoid ALL CAPS in titles; keep acronyms uppercase.
Fix (Zotero/EndNote/Mendeley): Store titles in sentence case and rely on the output style to apply case rules. Add protected words (e.g., CRISPR, SARS-CoV-2, ICU) to your manager’s exceptions list when available. In EndNote, adjust the style’s “Change Case” rules; in Zotero, prefer sentence-case input and correct case at cite time if a style forces downcasing.
2) Page ranges and article numbers
Problem: Hyphens are not en dashes; many styles expect an en dash (–) in numeric ranges. Article numbers must not be expanded into fake ranges.
Fix (Word Find/Replace with wildcards):
Find: ([0-9])([-–])([0-9]) (check “Use wildcards”)
Replace: \1^=\3 (^= inserts an en dash in Word)
Tip: Keep article numbers as given (e.g., e123456) in the pages slot if the journal style requires it; do not add ranges.
3) DOIs: consistent field, consistent display
Goal: One format throughout. Either plain DOI (e.g., 10.1038/s41586-025-01234-5) or a URL (https://doi.org/10.1038/s41586-025-01234-5) depending on the target journal.
Word bulk normalisation (plain list):
To force URL form:
Find: (<|\\s)10.([0-9]{4,})[^\\s]+
Replace: https://doi.org/\2 (run carefully; review each)
Managers: In EndNote/Zotero/Mendeley, keep the DOI in its dedicated field. Toggle URL/DOI printing via the output style. Avoid placing DOIs in Notes.
4) Duplicates: detect, merge, keep one canonical entry
Problem: Imports from multiple databases produce near-duplicates (same DOI, slightly different titles or author lists).
Fix: De-duplicate in the manager before finalising the Word document. Prefer the entry that has a DOI, full author names, correct accents, and complete metadata. Use one consistent key or record as the source of truth.
Quick workflows
EndNote
- Find Duplicates → merge by DOI/title; keep the record with complete metadata.
- Style Editor → ensure case and DOI/URL rules match the journal.
- In Word: use the EndNote tab to “Update Citations and Bibliography,” then “Convert to Plain Text” only at the end.
Zotero
- Duplicate Items → merge to a master record; confirm DOI.
- Select journal CSL style (APA/AMA/Vancouver/IEEE). Toggle DOI/URL as required.
- Refresh from the Zotero Word plugin; unlink citations only just before submission (creates a static bibliography).
Mendeley
- Tools → Check for Duplicates; merge best metadata.
- Pick the correct journal style; ensure DOI/URL rules match policy.
- Update bibliography in Word; only “Remove Field Codes” at the final pass.
Word (built-in References)
- Manage Sources → de-duplicate; ensure each source has a consistent Tag.
- Choose a style close to target (e.g., APA). If journal requires AMA/Vancouver/IEEE, use a manager or format manually.
- When the journal demands plain text, use Paste Special → Unformatted Text or “Convert to Plain Text.”
Before/After: one reference, four fixes
Before (static list in Word)
SMITH A, LEE B. A crispr based assay for sars-cov-2 detection in ICU settings.
Clinical Methods. 2025;12(3):101-109. DOI: https://doi.org/10.1038/S41586-025-01234-5
After (clean, journal-ready)
Smith A, Lee B. A CRISPR-based assay for SARS-CoV-2 detection in ICU settings.
Clin Methods. 2025;12(3):101–109. doi:10.1038/s41586-025-01234-5
- Capitalization: Restored proper nouns and acronyms; removed all-caps.
- Pages: En dash (–) in the range.
- DOI: Consistent lowercase, no duplicate “DOI:” label if the style prints one.
- Abbrev: Journal abbreviation applied (per style) rather than full title.
Journal-style mini-checklist
- APA: Sentence-case titles; include DOI as URL (https://doi.org/...); include issue if given.
- AMA/Vancouver: Abbreviated journal names; en dash in pages; doi:10.xxxx format or URL per journal; limit author list before “et al.” per policy.
- IEEE: Title-case article titles; journal/venue abbreviations; DOI printed if present; conference city/date fields often required.
- House styles: Some journals want PMIDs, eLocs, or “Epub ahead of print.” Match punctuation: commas, periods, and spacing around year; standardise “et al.” with a period.