Citations

In a research note, a citation binds a statement to one or more excerpts: exact passages of source documents (see Sources, "Excerpts"). A citation names excerpts by their ID, never by a URL or a pasted quote, so it always leads back to the verbatim text, its page, and the document's provenance.

Citing

  1. In the note's Evidence tab, find the excerpts. The list starts with the excerpts already cited in the note or linked to it; Find excerpts searches the words of every excerpt your workspace can read, and the titles of their documents.
  2. Tick the excerpts that support the statement.
  3. Select the statement in the note and choose Cite the selected text.

The statement is underlined and numbered. Numbers follow the order in which sources are first cited, so the first source cited is [1] wherever it appears again; the Evidence list shows the same numbers. To remove a citation, select the text and choose Remove citation in the toolbar. Clear unticks the excerpts.

One statement can cite several excerpts (up to 20), and an excerpt can support many statements.

What can be cited

Only excerpts your workspace can read:

  • excerpts of public records, which every workspace can read;
  • excerpts your organization saved, on public records or on its own uploads.

Another organization's excerpts and uploads cannot be cited, or even found: the platform refuses a citation to an excerpt your workspace cannot read, whether it comes from the editor, an AI draft or any other way. The database checks it again when the revision is stored.

Unsupported statements

A statement that no excerpt supports yet is marked unsupported (toolbar: Unsupported) rather than left bare. Unsupported statements are visible in the editor, counted under it, listed for the reviewer, and listed in the export's appendix. Text is either cited or unsupported, never both. Paragraphs accepted from an AI draft keep the unsupported marks the draft gave them, labelled as the AI's.

Quoting in exports

A note's PDF lists every cited source: document, publisher, page, address, published and fetched dates, and terms label. Whether the excerpt's text is quoted depends on the document's terms:

Terms label In the export
Public domain Quoted
Open license Quoted, with attribution
Quotes permitted Quoted, with attribution
Link only Not quoted: "Not quoted: the source's terms (Link only)", and the link
Private upload Not quoted: the export names the upload but never reproduces its text

The note's own wording is never changed by these rules; they govern what the export reproduces from sources.

Why citations are IDs

Each citation is stored with the revision that made it, and names the excerpt. That is what lets the platform check that every citation exists and is readable by your workspace, number sources consistently, and print a citation register with full provenance. A revision's citations never change: editing the note writes a new revision with its own.