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+---
+title: "Best Practices"
+task: ""
+lineage_type: import
+upstream_source: https://github.com/K-Dense-AI/scientific-agent-skills/blob/991bd993/skills/citation-management/references/best_practices.md
+upstream_sha: 991bd993
+imported_at: 2026-08-08
+prompt_class: unknown
+upstream_changes: accepted
+author: upstream
+validated: false
+---
+
+# Best Practices
+
+Search strategy, metadata extraction, BibTeX quality, and validation practices.
+
+## Best Practices
+
+### Search Strategy
+
+1. **Start broad, then narrow**:
+   - Begin with general terms to understand the field
+   - Refine with specific keywords and filters
+   - Use synonyms and related terms
+
+2. **Use multiple sources**:
+   - Google Scholar for comprehensive coverage
+   - PubMed for biomedical focus
+   - arXiv for preprints
+   - Combine results for completeness
+
+3. **Leverage citations**:
+   - Check "Cited by" for seminal papers
+   - Review references from key papers
+   - Use citation networks to discover related work
+
+4. **Document your searches**:
+   - Save search queries and dates
+   - Record number of results
+   - Note any filters or restrictions applied
+
+### Metadata Extraction
+
+1. **Always use DOIs when available**:
+   - Most reliable identifier
+   - Permanent link to the publication
+   - Best metadata source via CrossRef
+
+2. **Verify extracted metadata**:
+   - Check author names are correct
+   - Verify journal/conference names
+   - Confirm publication year
+   - Validate page numbers and volume
+
+3. **Handle edge cases**:
+   - Preprints: Include repository and ID
+   - Preprints later published: Use published version
+   - Conference papers: Include conference name and location
+   - Book chapters: Include book title and editors
+
+4. **Maintain consistency**:
+   - Use consistent author name format
+   - Standardize journal abbreviations
+   - Use same DOI format (URL preferred)
+
+### BibTeX Quality
+
+1. **Follow conventions**:
+   - Use meaningful citation keys (FirstAuthor2024keyword)
+   - Protect capitalization in titles with {}
+   - Use -- for page ranges (not single dash)
+   - Include DOI field for all modern publications
+
+2. **Keep it clean**:
+   - Remove unnecessary fields
+   - No redundant information
+   - Consistent formatting
+   - Validate syntax regularly
+
+3. **Organize systematically**:
+   - Sort by year or topic
+   - Group related papers
+   - Use separate files for different projects
+   - Merge carefully to avoid duplicates
+
+### Validation
+
+1. **Validate early and often**:
+   - Check citations when adding them
+   - Validate complete bibliography before submission
+   - Re-validate after any manual edits
+
+2. **Fix issues promptly**:
+   - Broken DOIs: Find correct identifier
+   - Missing fields: Extract from original source
+   - Duplicates: Choose best version, remove others
+   - Format errors: Use auto-fix when safe
+
+3. **Manual review for critical citations**:
+   - Verify key papers cited correctly
+   - Check author names match publication
+   - Confirm page numbers and volume
+   - Ensure URLs are current