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Adding citations to posts


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With blogdown, you are able to take advantage of several features of Pandoc’s Markdown, including adding citations. You can read more about adding citations in the bookdown book here.

This post will demonstrate how you can add citations. There are 3 steps:

  1. Save a BibTeX file(s) in the /content/post/ directory. The file should be a plain-text file that contains citations that generally look like this:

    @ARTICLE{key,
    required_fields [, optional_fields] }
  2. Reference the BibTeX file(s) in the YAML header of your post:

    ---
    bibliography: [one.bib, another.bib, yet-another.bib]
    ---
  3. In the text of your post, reference items in BibTeX file(s) using @key

Example 1: Adding citations for books or articles

There are several ways to export citations for books or articles as a BibTeX file. One simple way is to use Google Scholar to obtain a BibTeX entry. For example, if you search for “Bookdown: Authoring Books and Technical Documents with R Markdown”, you can view the citation by clicking on the quote icon underneath the entry:

If you then click on the BibTeX link, you will see the formatted plain text version, which you can download as a file with the .bib extension:

@book{xie2016bookdown,
  title={Bookdown: Authoring Books and Technical Documents with R Markdown},
  author={Xie, Yihui},
  year={2016},
  publisher={CRC Press}
}

To now cite this item in the text of your post, use the format @key, so @xie2016bookdown generates: Xie (2016). Notice that you can click on the year to see the full reference. In order to do this, add this to your YAML front matter:

---
link-citations: true
---

Example 2: Adding cites for R packages using knitr

There is a helper function write_bib() in the knitr package to generate BibTeX entries automatically for R packages. You can use this method to add citations in R Markdown posts in blogdown. The difference is that instead of saving your BibTeX file(s), the write_bib function will create a BibTeX file for you. If you don’t specify a file location, knitr::write_bib will create the file in the /content/post/ directory.

# list specific packages
knitr::write_bib(c("package1", "package2"), "packages.bib")
# or include all used in the post
knitr::write_bib(.packages(), "packages.bib") 
# include all used and specify different location
knitr::write_bib(.packages(), "../../static/bib/packages.bib") 

Add this new BibTeX file (<file-name-here>.bib) to your YAML header:

---
bibliography: [packages.bib] 
---

If you save your BibTeX file(s) to another directory, say in a folder you create like /static/bib/, you would update your YAML header with the correct file path (not in quotes):

---
bibliography: [../../static/bib/packages.bib] 
---

In the text of your post, reference items in the knitr-generated BibTeX file using @R-packagename. For example, in this post, we used several R packages including blogdown (Xie 2017a) and knitr (Xie 2018).

From RStudio’s section on citations, the following markdown text:

1. Blah blah [see @R-blogdown, pp. 33-35; also @R-knitr, ch. 1].

2. Blah blah [@R-blogdown, pp. 33-35].

3. Blah blah [@R-blogdown; @R-knitr].

4. Yihui says blah [-@R-blogdown].

5. @R-blogdown says blah.

Generates these in-text citation styles:

  1. Blah blah (see Xie 2017a, 33–35; also Xie 2018, ch. 1).

  2. Blah blah (Xie 2017a, 33–35).

  3. Blah blah (Xie 2017a; Xie 2018).

  4. Yihui says blah (2017a).

  5. Xie (2017a) says blah.

Finally, let’s say I want to include a reference to the bookdown package without an in-text citation. To do this, we would include this package in our packages.bib file generated from knitr::write_bib() and referenceed in the YAML header in the post. Then add this to the YAML header:

---
nocite: | 
  @R-bookdown
---

Now you should see the bookdown package reference listed below.

References

Xie, Yihui. 2016. Bookdown: Authoring Books and Technical Documents with R Markdown. CRC Press.

———. 2017a. Blogdown: Create Blogs and Websites with R Markdown. https://CRAN.R-project.org/package=blogdown.

———. 2017b. Bookdown: Authoring Books and Technical Documents with R Markdown. https://github.com/rstudio/bookdown.

———. 2018. Knitr: A General-Purpose Package for Dynamic Report Generation in R. https://CRAN.R-project.org/package=knitr.