Citation management overview

Clarami separates three ideas:

1. Insert citation — Place structured citation nodes in the draft (DOI, URL resolve, or from saved library).
2. Refresh references — Rebuild the bibliography block from citations already in the document.
3. Saved references — Account-level list (DOIs, imports) for reuse via From library.

Refresh references does not add items to Saved references. Use New from… in the saved references area (Paste ID, Paste bibliography, .bib/.ris import, or PDF) to add sources first.

Typical workflow: citations, library, then evidence trace

Many writers use this order:

1. Insert citation — Add structured citations where a claim needs attribution: resolve a DOI or article URL, or pick From library when the source is already saved.
2. Check and save sources — Confirm metadata matches your style and expectations. When you want a source available across documents (and pickable for paragraph linking), add or keep it in Saved references (Saved reference library).
3. Evidence trace — For a paragraph-level map of what supports each section (advisor or team handoff), open Evidence trace and link paragraphs to saved references or approved web evidence. That builds the evidence ledger, which is separate from the bibliography from Insert citation (Evidence trace).

Note: Inserting a citation does not by itself create evidence-trace rows; you create those in the Evidence trace panel (or by approving Clara suggestions).

Read Bibliography refresh and Saved reference library next.

For how Review tools differ from Insert citation, see Citation assist vs similarity & insert citation.

For paragraph-level support declarations and advisor handoff (separate from bibliography citations), see Evidence trace.