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| 1 | +# Best Practices for the `IEEEtran` Citation Style |
| 2 | +This document is meant as a cheatsheet for how to set up your `refs.bib` file when using the `IEEEtran` citation style. |
| 3 | + |
| 4 | +> [!warning] |
| 5 | +> Do not confuse the LaTeX built-in IEEE citation style (via `\bibliographystyle{IEEEtran}`) with the `ieeetr` style |
| 6 | +> from the conference paper template `IEEEtran.cls`. |
| 7 | +
|
| 8 | +## Choosing an Entry Type |
| 9 | +- [`@article`](#article): Referencing an article in a journal. |
| 10 | +- [`@conference`](#conference): Referencing a conference paper. |
| 11 | +- [`@online`](#online): Referencing something on the internet. |
| 12 | +- [`@book`](#book): Referencing a whole book. |
| 13 | +- [`@inbook`](#inbook): Referencing a part of a book (chapters or pages). |
| 14 | +- [`@incollection`](#incollection): Referencing a part of a book that has its own name. |
| 15 | +- [`@standard`](#standard): Referencing proposed or formally published standards. |
| 16 | +- [`@misc`](#misc): Anything else that does not fit the above. |
| 17 | + |
| 18 | +## Article |
| 19 | +- Entry name: `@article` |
| 20 | +- Usage: Referencing an article in a journal. |
| 21 | +- Mandatory fields: |
| 22 | + - `author`: The author(s) of the article |
| 23 | + - `title`: The title of the article |
| 24 | + - `journal`: The journal where the article is published |
| 25 | + - `year`: The year of publication |
| 26 | +- Optional fields: |
| 27 | + - `volume`: Groups all issues published in a year. |
| 28 | + - `number`: (sometimes called "Issue"), specific issue within a volume. |
| 29 | + - `pages`: On which pages is the article inside the journal |
| 30 | + - `month`: The month of publication |
| 31 | + - `note`: See special rule below |
| 32 | +- Disallowed fields: |
| 33 | + - `url`: See special rule below |
| 34 | +- Special rules: |
| 35 | + - `note` and `url` convention: Do not use `url`, rather format the `note` in the following pattern: |
| 36 | + `[ONLINE]. Available: \url{...}, Accessed: YYYY-mmm-dd` |
| 37 | + |
| 38 | +## Conference |
| 39 | +- Entry names: `@conference`, `@inproceedings` |
| 40 | +- Usage: Referencing a conference paper. |
| 41 | +- Mandatory fields: |
| 42 | + - `author`: The author(s) of the conference paper |
| 43 | + - `title`: The title of the conference paper |
| 44 | + - `booktitle`: The **name of the conference** |
| 45 | + - `publisher`: The entity publishing the proceedings (e.g., `IEEE IES`) |
| 46 | + - `year`: The year of publication |
| 47 | + - `type`: The paper type (e.g., `"Conference Paper"`) |
| 48 | +- Optional fields: |
| 49 | + - `series`: For conferences published in a recurring series (e.g., "Lecture Notes in Computer Science") |
| 50 | + - `editor`: The people who compiled/edited the proceedings volume. |
| 51 | + - `volume`: If part of a multi-volume proceedings, uncommon |
| 52 | + - `number`: Usually the issue number in a journal. Rarely needed for conference proceedings. |
| 53 | + - `organization`: The body hosting the conference (e.g., `IEEE IES`), see rule below. |
| 54 | + - `address`: The address of the publishing entity, uncommon. |
| 55 | + - `month`: The month of publication |
| 56 | + - `pages`: The pages in the proceedings where the paper is located |
| 57 | + - `note`: See special rule below |
| 58 | +- Disallowed fields: |
| 59 | + - `paper`: Seems to be not standard, so avoid using it |
| 60 | + - `url`: See special rule below |
| 61 | +- Special rules: |
| 62 | + - `note` and `url` convention: Do not use `url`, rather format the `note` in the following pattern: |
| 63 | + `[ONLINE]. Available: \url{...}, Accessed: YYYY-mmm-dd` |
| 64 | + - If both `organization` and `publisher` have the exact same value, only use `publisher`. |
| 65 | + |
| 66 | +## Online |
| 67 | +- Entry names: `@online`, `@electronic` |
| 68 | +- Usage: Referencing something on the internet. |
| 69 | +- Mandatory fields |
| 70 | + - `author`: The author(s) of the online resource |
| 71 | + - `year`: The year of publication |
| 72 | + - `title`: The title of the online resource |
| 73 | + - `howpublished`: (Something like: "White paper", "Blog post", "GitHub Repository", etc.) |
| 74 | +- Optional fields: |
| 75 | + - `month`: The month of publication |
| 76 | + - `organization`: The publishing organization, see rule below |
| 77 | + - `address`: The address of the `organization`, uncommon. |
| 78 | + - `note`: See special rule below |
| 79 | +- Disallowed fields: |
| 80 | + - `url`: See special rule below |
| 81 | +- Special rules: |
| 82 | + - `note` and `url` convention: Do not use `url`, rather format the `note` in the following pattern: |
| 83 | + `[ONLINE]. Available: \url{...}, Accessed: YYYY-mmm-dd` |
| 84 | + - If `organization` and `author` are the same, only use `author` |
| 85 | + |
| 86 | +## Book |
| 87 | +- Entry name: `@book` |
| 88 | +- Usage: Referencing a whole book. |
| 89 | +- Mandatory fields: |
| 90 | + - `author`: The author(s) of the book |
| 91 | + - `title`: The title of the book |
| 92 | + - `publisher`: The publisher of the book |
| 93 | + - `year`: The year of publication |
| 94 | +- Optional fields: |
| 95 | + - `edition`: Edition of the book |
| 96 | + - `series`: Name of the series, if the book is part of one |
| 97 | + - `editor`: Editor of the book |
| 98 | + - `address`: Address of the `publisher`, uncommon |
| 99 | + - `month`: Month of publication |
| 100 | + - `volume`: Volume if part of a book series, if existing |
| 101 | + - `number`: Number/Issue of the book series, if existing |
| 102 | + - `note`: See special rule below |
| 103 | +- Disallowed fields: |
| 104 | + - `url`: See special rule below |
| 105 | +- Special rules: |
| 106 | + - `note` and `url` convention: Do not use `url`, rather format the `note` in the following pattern: |
| 107 | + `[ONLINE]. Available: \url{...}, Accessed: YYYY-mmm-dd` |
| 108 | + - If `editor` and `publisher` are the same, only use `publisher`. |
| 109 | + |
| 110 | +## InBook |
| 111 | +- Entry name: `@inbook` |
| 112 | +- Usage: Referencing a part of a book (chapters or pages). |
| 113 | +- Mandatory fields: |
| 114 | + - `author`: Author(s) of the referred part of the book |
| 115 | + - `title`: Title of the book |
| 116 | + - `publisher`: Publisher of the book |
| 117 | + - `year`: Year of publication |
| 118 | +- Optional fields: |
| 119 | + - `edition`: Edition of the book |
| 120 | + - `series`: Series of the book, if existing |
| 121 | + - `address`: Address of the publisher, uncommon |
| 122 | + - `month`: Month of publciation |
| 123 | + - `volume`: Volume, if the book is part of a series |
| 124 | + - `number`: Number/Issue, if the book is part of a series |
| 125 | + - `type`: Should be one of: "Chapter", "Section", "Appendix", "Part" or similar |
| 126 | + - `chapter`: Chapter number of the referenced part of the book, if applicable |
| 127 | + - `pages`: Pages of the referenced part in the book, if applicable |
| 128 | + - `note`: See special rule below |
| 129 | +- Disallowed fields: |
| 130 | + - `url`: See special rule below |
| 131 | + - `editor`: Field is not rendered |
| 132 | +- Special rules: |
| 133 | + - `note` and `url` convention: Do not use `url`, rather format the `note` in the following pattern: |
| 134 | + `[ONLINE]. Available: \url{...}, Accessed: YYYY-mmm-dd` |
| 135 | + |
| 136 | +## InCollection |
| 137 | +- Entry name: `@incollection` |
| 138 | +- Usage: Referencing a part of a book that has its own name. |
| 139 | +- Mandatory fields: |
| 140 | + - `author`: Author(s) of the referenced part |
| 141 | + - `title`: Title of the referenced part |
| 142 | + - `booktitle`: Title of the book/collection the referenced part is a part of |
| 143 | + - `publisher`: Publisher of the book/collection the referenced part is a part of |
| 144 | + - `year`: Year of publication |
| 145 | +- Optional fields: |
| 146 | + - `edition`: Edition of the book/collection the referenced part is a part of |
| 147 | + - `series`: Series of the book/collection the referenced part is a part of, if existing |
| 148 | + - `editor`: Editor of the book/collection the referenced part is a part of, if existing |
| 149 | + - `address`: Address of the `publisher` |
| 150 | + - `month`: Month of publication |
| 151 | + - `chapter`: Chapter of the referenced part in the book/collection, if applicable |
| 152 | + - `pages`: Pages of the referenced part in the book/collection, if applicable |
| 153 | + - `note`: See special rule below |
| 154 | +- Disallowed fields: |
| 155 | + - `url`: See special rule below |
| 156 | + - `type`: Disallowed, since if it was set to (Article, Paper, etc.), we should use the proper entry type instead.) |
| 157 | +- Special rules: |
| 158 | + - `note` and `url` convention: Do not use `url`, rather format the `note` in the following pattern: |
| 159 | + `[ONLINE]. Available: \url{...}, Accessed: YYYY-mmm-dd` |
| 160 | + - If `editor` and `publisher` are the same, use `publisher`. |
| 161 | + |
| 162 | +## Standard |
| 163 | +- Entry name: `@standard` |
| 164 | +- Usage: Referencing proposed or formally published standards. |
| 165 | +- Mandatory fields: |
| 166 | + - `title`: Title of the standard |
| 167 | + - `organization`: The issuing body or standards organization |
| 168 | + - `type`: One of: Standard, Technical Report, Recommendation, Specification, Guideline, Draft Standard, etc. |
| 169 | + - `number`: Number of the standard |
| 170 | + - `year`: Year of publication |
| 171 | +- Optional fields: |
| 172 | + - `author`: Author(s) of the standard, only if differing from `organization`, see below |
| 173 | + - `howpublished`: (how the standard is delivered or accessed "Online", "Print", "PDF", "Available from IEEE Xplore") |
| 174 | + - `revision`: Revision of the standard |
| 175 | + - `month`: Month of publication |
| 176 | + - `note`: See special rule bewlo |
| 177 | +- Disallowed fields: |
| 178 | + - `url`: See special rule below |
| 179 | +- Special rules: |
| 180 | + - `note` and `url` convention: Do not use `url`, rather format the `note` in the following pattern: |
| 181 | + `[ONLINE]. Available: \url{...}, Accessed: YYYY-mmm-dd` |
| 182 | + - If `author` and `organization` are the same, use `organization` |
| 183 | + |
| 184 | +> [!note] |
| 185 | +> I advise against using `techreport`. Rather use `standard` instead. |
| 186 | +
|
| 187 | +## Misc |
| 188 | +- Entry name: `@misc` |
| 189 | +- Usage: Anything else that does not fit the above. |
| 190 | +- Mandatory fields: |
| 191 | + - `author`: Author(s) of the referenced object |
| 192 | + - `title`: Title of the referenced object |
| 193 | + - `howpublished`: How the referenced object is published |
| 194 | + - `year`: Year of publication |
| 195 | +- Optional fields: |
| 196 | + - `organization`: Publishing organization, only use if not equal to `author` |
| 197 | + - `address`: Address of the publishing organization, uncommon |
| 198 | + - `pages`: Pages, seems nonsensible to use |
| 199 | + - `month`: Month of publication |
| 200 | + - `note`: See special rule below |
| 201 | +- Disallowed fields: |
| 202 | + - `url`: See special rule below |
| 203 | +- Special rules: |
| 204 | + - `note` and `url` convention: Do not use `url`, rather format the `note` in the following pattern: |
| 205 | + `[ONLINE]. Available: \url{...}, Accessed: YYYY-mmm-dd` |
| 206 | + |
| 207 | +> [!note] |
| 208 | +> Try using the other entry types instead of this one, if possible. |
| 209 | +
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