Academic Reference Inserter

Inserts, formats, and cross-references academic citations in Word documents. Supports GB/T 7714, IEEE, APA styles.

Sby Skills Guide Bot
ContentIntermediate
007/23/2026
Claude CodeCursorWindsurf
#academic-references#citations#bibliography#word-docx#formatting

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name: "academic-ref-inserter" description: "Inserts, formats, and cross-references academic citations in docx. Invoke when user needs to insert references, fix citation order, add cross-reference hyperlinks, or reformat bibliography to Chinese (GB/T 7714) or international (IEEE/APA) standards."

Academic Reference Inserter (学术参考文献插入器)

A comprehensive tool for inserting, formatting, and cross-referencing academic references in Word (.docx) documents. Supports Chinese national standard GB/T 7714-2015 and major international journal formats (IEEE, APA 7th).


1. When to Invoke

Invoke this skill when the user:

  • Says "插入参考文献" / "insert references"
  • Says "格式化参考文献" / "format bibliography"
  • Says "添加交叉引用" / "add cross-references"
  • Says "按GB/T 7714格式化" / "format by GB/T 7714"
  • Says "按IEEE/APA格式" / "format in IEEE/APA style"
  • Needs to reorder, validate, or fix citation numbering
  • Submits a paper and needs reference checking before journal submission

2. Supported Citation Formats

| Format | Region | Common In | Ordering | In-text style | |--------|--------|-----------|----------|---------------| | GB/T 7714-2015 | China (中文) | 计算机工程与应用, 自动化学报 | Sequential [1][2][3] | [N] | | IEEE | International | Engineering, CS journals | Sequential [1][2][3] | [N] | | APA 7th | International | Psychology, Education, Business | Alphabetical | (Author, Year) |

3. Complete Workflow

Step 1: Analyze Document

Before making any changes, ALWAYS run the analysis script to understand the current state:

python scripts/insert_refs.py analyze --input <paper.docx>

This will output:

  • Total paragraphs
  • All in-text citation markers found (in order)
  • All bibliography entries found
  • Orphan citations (cited but not in bibliography)
  • Uncited references (in bibliography but not cited)
  • Current ordering analysis

Step 2: Determine Format

Ask the user which format they need (if not already specified):

  • GB/T 7714-2015 (Chinese standard, 顺序编码制)
  • IEEE (numbered references)
  • APA 7th (author-year)
  • Vancouver (numbered, medical)

If the document already has references, auto-detect the format.

Step 3: Normalize and Reformat

Run the reformat command:

# GB/T 7714-2015
python scripts/insert_refs.py reformat --input <paper.docx> --format gbt7714

# IEEE
python scripts/insert_refs.py reformat --input <paper.docx> --format ieee

# APA 7th
python scripts/insert_refs.py reformat --input <paper.docx> --format apa7

Step 4: Reorder References

If the format requires sequential numbering (GB/T 7714, IEEE), reorder references to match first citation order in text:

python scripts/insert_refs.py reorder --input <paper.docx>

Step 5: Insert Cross-Reference Hyperlinks

Add bookmarks to each bibliography entry and convert all in-text citations to clickable hyperlinks:

python scripts/insert_refs.py hyperlink --input <paper.docx>

Step 6: Validate

Run comprehensive validation:

python scripts/insert_refs.py validate --input <paper.docx> --format gbt7714

Checks performed:

  • All citations have matching bibliography entries
  • All bibliography entries are cited in text
  • Sequential numbering is correct (no gaps/duplicates)
  • Minimum reference count met (default 15)
  • Author names formatted correctly
  • Document type tags present ([J], [M], [C], etc.)
  • Year format valid
  • No orphan references

Step 7: Report

Provide the user with a clear summary of:

  • Number of references processed
  • Changes made (insertions, renumbering, hyperlinks)
  • Any warnings (uncited refs, missing tags, format issues)
  • Backup file location

4. GB/T 7714-2015 Format Rules (中国国家标准)

Journal Article [J]

[序号] 作者. 题名[J]. 刊名, 出版年, 卷(期): 起止页码.

Rules:

  • Authors: Lastname FirstInitial SecondInitial (e.g., Wang Y, Wu H)
  • Chinese authors: Keep Chinese names (e.g., 刘云) in Chinese journals, use pinyin Liu Y in English journals
  • 3 authors or fewer: list all; 4+: list first 3 then , et al.
  • No quotes around title
  • Journal name in full (not abbreviated) for Chinese journals
  • DOI is optional but encouraged

Examples:

[1] Wang Y, Wu H, Dong J, et al. TimeXer: Empowering transformers for time series forecasting with exogenous variables[J]. Advances in Neural Information Processing Systems, 2024, 37: 469-498.

[2] 刘云, 胡涛, 张华, 等. 基于深度学习的空气质量预测综述[J]. 计算机工程与应用, 2024, 60(2): 1-15.

Conference Paper [C]

[序号] 作者. 题名[C]//会议录名称. 出版地: 出版者, 出版年: 起止页码.

Example:

[3] Zeng A, Chen M, Zhang L, et al. Are transformers effective for time series forecasting?[C]//Proceedings of the AAAI Conference on Artificial Intelligence. 2023: 11121-11128.

Book [M]

[序号] 作者. 书名[M]. 出版地: 出版者, 出版年.

Example:

[4] Box G E, Jenkins G M, Reinsel G C, et al. Time series analysis: forecasting and control[M]. John Wiley & Sons, 2015.

Dissertation [D]

[序号] 作者. 题名[D]. 出版地: 出版单位, 出版年.

Standard [S]

[序号] 发布机构. 标准编号 标准名称[S]. 出版地: 出版者, 出版年.

Electronic Resource [EB/OL]

[序号] 作者. 题名[EB/OL]. (发布日期)[引用日期]. URL.

Preprint / arXiv

Treat as [J] with journal name arXiv preprint arXiv:XXXX:

[5] Liu Y, Hu T, Zhang H, et al. iTransformer: Inverted transformers are effective for time series forecasting[J]. arXiv preprint arXiv:2310.06625, 2023.

Type Tags Reference

| Tag | Document Type | |-----|--------------| | [J] | Journal article | | [C] | Conference paper | | [M] | Monograph (book) | | [D] | Dissertation | | [N] | Newspaper | | [S] | Standard | | [P] | Patent | | [R] | Report | | [EB/OL] | Electronic resource |

GB/T 7714 Specific Rules

  1. Author names: Chinese → keep original; English → Last F M format
  2. Capitalization: Chinese → keep original; English → title case for title
  3. Punctuation: Use . between fields, not ;
  4. Periods: End each entry with .
  5. Ordering: Sequential by first citation in text

5. IEEE Format Rules

Journal Article [J]

[1] A. Author, B. Author, and C. Author, "Title of article," Journal Name, vol. X, no. Y, pp. Z1-Z2, Month, Year.

Rules:

  • Authors: F. Lastname (initial then last name)
  • Use , between authors, and before last
  • Title in double quotes, sentence case
  • Journal name in italics
  • vol., no., pp. abbreviations

Conference [C]

[2] A. Author and B. Author, "Title," in Conference Proceedings, Year, pp. X-Y.

Book [M]

[3] A. Author, Book Title, Xth ed. City, State: Publisher, Year.

6. APA 7th Format Rules

Journal Article [J]

Author, A. A., & Author, B. B. (Year). Title of article. Journal Name, Volume(Issue), page-page. https://doi.org/xxxx

Rules:

  • Authors: Last, F. M. format
  • Use & before last author
  • Title in sentence case
  • Journal name in italics
  • DOI required

Book [M]

Author, A. A. (Year). Title of work: Capital letter also for subtitle. Publisher.

7. Error Handling

Common Issues

| Issue | Detection | Fix | |-------|-----------|-----| | Missing type tag | [J] not found in ref | Auto-detect from source pattern | | Author name format wrong | Name has incorrect capitalization or order | Normalize to target format | | No matching citation | Ref in bib but never cited | Either remove ref or add citation with [TODO: add citation context] | | No matching ref | Citation [N] in text but not in bib | Add placeholder ref entry | | Duplicate citation numbers | Two refs with same number | Renumber sequentially | | Gaps in numbering | [1], [2], [4] without [3] | Compact to sequential |

Recovery

If any step fails:

  1. Restore from the automatic backup (_backup_refs.docx)
  2. Report the error to the user
  3. Offer manual intervention for complex cases

8. Output Files

After running the full workflow:

| File | Description | |------|-------------| | paper.docx (original) | Updated with hyperlinks | | paper_backup_refs_YYYYMMDD_HHMMSS.docx | Timestamped pre-modification backup | | paper_analysis.json | Citation analysis report |


9. Validation Checklist

Before reporting completion, verify ALL of:

  • [ ] Reference count ≥ 15 (for journal papers)
  • [ ] ≥ 50% references from last 5 years
  • [ ] All in-text citations have matching bibliography entries
  • [ ] All bibliography entries are cited in text
  • [ ] Sequential numbering matches citation order (GB/T, IEEE)
  • [ ] Each entry has proper type tag [J]/[M]/[C]/[D]
  • [ ] Author names formatted correctly for target style
  • [ ] Cross-reference hyperlinks work (Ctrl+Click)
  • [ ] Backup file created
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