Resolved LaTeX bibliography workflow and citation style

• Day: 2026-06-14
• Time: 11:50 to 12:10
• Project: Dev
• Workspace: WP 2: Operational
• Status: Completed
• Priority: MEDIUM
• Assignee: Matías Nehuen Iglesias
• Tags: Latex, Bibtex, Natbib, Overleaf, Bibliography, Thesis

Description

Session Goal

Clarify and stabilize the thesis bibliography workflow in Overleaf/LaTeX, with emphasis on separating reference data management from rendering/citation formatting and resolving author-year citation behavior.

Key Activities

• Reviewed guidance on treating bibliographic records and the Overleaf rendering pipeline as separate concerns.
• Compared BibTeX vs. BibLaTeX conventions and identified the risk of mixing them in the same thesis workflow.
• Diagnosed why citations may still appear numeric/superscript even when the document compiles.
• Checked the recommended natbib configuration for author-year output, including \usepackage[round,authoryear]{natbib} and \bibliographystyle{plainnat}.
• Noted the importance of cleaning conflicting bibliography packages/styles and recompiling after cache cleanup.
• Confirmed a batch workflow for PDF renaming and BibTeX generation had been completed for multiple research papers, including metadata corrections such as DOI additions.

Achievements

• Established a clearer conceptual separation between bibliographic data curation and LaTeX rendering.
• Identified the most likely fix path for author-year citations in the thesis: natbib author-year mode plus a compatible bibliography style.
• Reinforced a practical workflow for thesis reference management, including stable source selection and avoiding PDF-based citation inputs.
• Confirmed progress on literature organization through batch PDF renaming and BibTeX record generation.

Pending Tasks

• Apply the natbib/plainnat configuration in the thesis preamble and verify that citations render as author-year.
• Remove any conflicting citation packages or numeric bibliography styles if still present.
• Recompile from a clean state to ensure cached auxiliary files are not preserving the old citation format.
• Review remaining bibliography entries for metadata consistency and publication-version caveats.

Evidence

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