Batch matching: matching multiple articles at the same time on Papers 3 for Mac

Batch match at a glance

Most users have large libraries where papers are often imported from different repositories, and sometimes missing the metadata that is required to build complete references. With previous versions of Papers, we have worked around this issue by allowing users to match their library entries to a search repository. We realise how time-consuming this could be, and your time is important, which is why we have introduced a new batch match feature which allows you to select multiple Papers and match on a single click.

How Batch Matching Can Work For You

In Papers, metadata for an individual article is listed under the "i" icon. This is the same information which is used by Citations to create references. If you find that the fields here are empty or incomplete for many of your articles then the batch match feature is your most efficient option.

There are a few ways to select multiple papers from your library:

  • You can select adjacent papers by selecting the first paper, holding shift, and then selecting the last paper. All papers between the first and last paper inclusive should now be highlighted blue.
  • You can select scattered paper (non-adjacent) by selecting each paper while holding the cmd key.
  • You can select your entire library by pressing cmd-A.

Once you have selected the papers you wish to match, you can proceed to batch match:

  • Go to Paper>Match or use the keyboard shortcut shift-cmd-M

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  • Select between "Match and Replace" and "Match" based on your needs

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  • Let Papers do the work! Papers will report the number of publication it was unable to match.

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What Batch Matching Can't Do

The batch matching feature attempts to match your articles to CrossRef. Unfortunately, if an article contains very little (or no!) metadata then it can not be matched since there is nothing to search for. Papers nor CrossRef can make up this information. Similarly, if for any reason the article is not contained in the CrossRef repository, it will again not be matched.