mirror of
https://github.com/OFFIS-ESC/constellation-analyzer
synced 2026-01-27 07:43:41 +00:00
36f44d61ac
Implements complete bibliography management with citation assignment to nodes and edges, following CSL-JSON standard. Features: - Bibliography store with Zustand and citation.js integration - Smart import supporting DOI, BibTeX, PubMed ID, and URLs - Manual entry and editing forms for references - Citation selector with autocomplete text field interface - History tracking for undo/redo support - Workspace integration for import/export - Support for multiple reference types including interview and other - Description/notes field for additional reference information Components: - CitationSelector: autocomplete UI for selecting citations - BibliographyConfigModal: main bibliography management interface - QuickAddReferenceForm: smart import and manual entry - EditReferenceInline: full reference editing form - ReferenceManagementList: list view with citation counts Integration: - NodeEditorPanel: citation assignment to actors - EdgeEditorPanel: citation assignment to relations - MenuBar: bibliography menu item - WorkspaceStore: bibliography persistence in workspace files Technical details: - CSL-JSON format for bibliographic data - citation.js for parsing and formatting - TypeScript with proper type definitions - Debounced updates for performance - Citation count tracking across graph elements 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
638 lines
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27 KiB
Markdown
638 lines
No EOL
27 KiB
Markdown
# Bibliography System - UX Design Concept
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## Executive Summary
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This document outlines the UX design for integrating a citation/reference management system into Constellation Analyzer. The design prioritizes ease of use for social scientists who may not be technically versed, while maintaining flexibility for power users.
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---
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## 1. User Research & Requirements
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### Target Users
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- **Primary**: Social scientists conducting constellation analyses
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- **Technical level**: Low to medium (not LaTeX/BibTeX users)
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- **Use case**: Track sources for actors and relationships in their analysis
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- **Workflow**: Need quick access to add/edit/cite references without interrupting graph work
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### Key Requirements
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- Simple, form-based reference entry (not code-based like BibTeX)
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- Support common social science citation types (books, articles, websites, reports)
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- Quick citation from node/edge properties
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- Export capability for academic writing
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- Integration with existing document structure
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---
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## 2. Data Format Decision: CSL-JSON
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### Why CSL-JSON over BibTeX?
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**CSL-JSON Advantages:**
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- ✅ Human-readable JSON format
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- ✅ Industry standard (Zotero, Mendeley, Papers)
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- ✅ 10,000+ pre-built citation styles available
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- ✅ Better support for non-English sources
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- ✅ UTF-8 native support
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- ✅ Easier to parse and manipulate programmatically
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- ✅ Can be converted to/from BibTeX for power users
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**BibTeX Limitations:**
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- ❌ Complex syntax (`@article{key, field={value}}`)
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- ❌ Requires understanding of LaTeX conventions
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- ❌ Less intuitive for non-technical users
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- ❌ ASCII-focused (problematic for international names)
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### CSL-JSON Structure (Simplified)
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```json
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{
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"id": "unique-id",
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"type": "article-journal",
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"title": "Understanding Social Networks",
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"author": [
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{"family": "Smith", "given": "Jane"},
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{"family": "Doe", "given": "John"}
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],
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"issued": {"date-parts": [[2023]]},
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"container-title": "Journal of Social Sciences",
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"volume": "45",
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"issue": "3",
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"page": "123-145",
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"DOI": "10.1000/example",
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"URL": "https://example.com/article"
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}
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```
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### Supported Reference Types
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1. **article-journal** - Journal articles
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2. **book** - Books
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3. **chapter** - Book chapters
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4. **paper-conference** - Conference papers
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5. **report** - Technical reports, white papers
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6. **thesis** - Theses and dissertations
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7. **webpage** - Web pages and online sources
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8. **interview** - Interviews (common in social sciences)
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9. **manuscript** - Unpublished manuscripts
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10. **personal_communication** - Personal communications
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---
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## 3. UI Component Design
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### 3.1 Access Points
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**Primary Access: Menu Bar**
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```
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Edit Menu:
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├── Configure Actor Types
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├── Configure Relation Types
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├── Configure Labels
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├── [NEW] Manage Bibliography (Ctrl+B)
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```
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**Secondary Access: Property Panels**
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- Add "Citations" field to Node Editor Panel
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- Add "Citations" field to Edge Editor Panel
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**Tertiary Access: Export Menu**
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```
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File → Export → Bibliography (CSL-JSON)
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File → Export → Bibliography (BibTeX) [for power users]
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File → Export → Formatted Bibliography (HTML/PDF)
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```
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---
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### 3.2 Bibliography Management Modal
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**Layout: Two-Column Design** (consistent with existing Label/Type config modals)
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```
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┌─────────────────────────────────────────────────────────────────────┐
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│ Manage Bibliography [X] │
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├─────────────────────────────────────────────────────────────────────┤
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│ │
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│ ┌──────────────────────────┬──────────────────────────────────┐ │
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│ │ Quick Add Reference │ Your References (15) │ │
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│ │ (60% width) │ (40% width) │ │
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│ │ │ │ │
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│ │ [Reference Type ▼] │ ┌─────────────────────────────┐│ │
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│ │ ○ Journal Article │ │ Smith & Doe (2023) ││ │
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│ │ ○ Book │ │ Understanding Social... ││ │
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│ │ ○ Website │ │ Journal of Social Sciences ││ │
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│ │ ○ Other... │ │ [Edit] [Delete] [Cite] ││ │
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│ │ │ └─────────────────────────────┘│ │
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│ │ Smart Input: │ │ │
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│ │ ┌─────────────────────┐ │ ┌─────────────────────────────┐│ │
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│ │ │ Paste DOI, URL, or │ │ │ Johnson (2022) ││ │
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│ │ │ formatted citation │ │ │ Network Theory in... ││ │
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│ │ └─────────────────────┘ │ │ Academic Press ││ │
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│ │ [Auto-Fill] [Clear] │ │ [Edit] [Delete] [Cite] ││ │
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│ │ │ └─────────────────────────────┘│ │
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│ │ -- OR Manual Entry -- │ │ │
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│ │ │ [Search references...] │ │
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│ │ Title * │ Filter: [All Types ▼] │ │
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│ │ ┌─────────────────────┐ │ │ │
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│ │ │ │ │ Sort by: [Recent ▼] │ │
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│ │ └─────────────────────┘ │ │ │
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│ │ │ │ │
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│ │ Authors (one per line) │ │ │
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│ │ ┌─────────────────────┐ │ │ │
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│ │ │ Jane Smith │ │ │ │
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│ │ │ John Doe │ │ │ │
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│ │ └─────────────────────┘ │ │ │
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│ │ │ │ │
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│ │ Year * │ │ │
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│ │ ┌────┐ │ │ │
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│ │ │2023│ │ │ │
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│ │ └────┘ │ │ │
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│ │ │ │ │
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│ │ [+ Show More Fields] │ │ │
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│ │ │ │ │
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│ │ [Add Reference] │ │ │
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│ └──────────────────────────┴──────────────────────────────────┘ │
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│ │
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│ ┌─────────────────────────────────────────────────────────────┐ │
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│ │ 💡 Tip: Paste a DOI or URL for automatic citation import │ │
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│ └─────────────────────────────────────────────────────────────┘ │
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│ │
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│ [Import File] [Close] │
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└─────────────────────────────────────────────────────────────────────┘
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```
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**Edit Mode: Full-Width** (when editing existing reference)
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```
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┌─────────────────────────────────────────────────────────────────────┐
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│ Edit Reference [X] │
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├─────────────────────────────────────────────────────────────────────┤
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│ ← Back to List │
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│ │
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│ Reference Type: [Journal Article ▼] │
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│ │
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│ Title * │
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│ ┌──────────────────────────────────────────────────────────────┐ │
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│ │ Understanding Social Networks in Constellation Analysis │ │
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│ └──────────────────────────────────────────────────────────────┘ │
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│ │
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│ Authors (one per line or separated by semicolons) * │
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│ ┌──────────────────────────────────────────────────────────────┐ │
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│ │ Jane Smith; John Doe │ │
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│ └──────────────────────────────────────────────────────────────┘ │
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│ │
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│ Year * [2023] Volume [45] Issue [3] Pages [123-145] │
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│ │
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│ Journal/Container Title │
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│ ┌──────────────────────────────────────────────────────────────┐ │
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│ │ Journal of Social Sciences │ │
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│ └──────────────────────────────────────────────────────────────┘ │
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│ │
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│ DOI (Optional) URL (Optional) │
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│ ┌───────────────────────────┐ ┌───────────────────────────────┐ │
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│ │ 10.1000/example │ │ https://example.com/article │ │
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│ └───────────────────────────┘ └───────────────────────────────┘ │
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│ │
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│ Abstract/Notes (Optional) │
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│ ┌──────────────────────────────────────────────────────────────┐ │
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│ │ │ │
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│ │ │ │
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│ └──────────────────────────────────────────────────────────────┘ │
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│ │
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│ Tags (comma separated) │
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│ ┌──────────────────────────────────────────────────────────────┐ │
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│ │ social networks, methodology, qualitative │ │
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│ └──────────────────────────────────────────────────────────────┘ │
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│ │
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│ ┌────────────────────────────────────────────────────────────┐ │
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│ │ Preview: │ │
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│ │ Smith, J., & Doe, J. (2023). Understanding Social Networks │ │
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│ │ in Constellation Analysis. Journal of Social Sciences, │ │
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│ │ 45(3), 123-145. https://doi.org/10.1000/example │ │
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│ └────────────────────────────────────────────────────────────┘ │
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│ │
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│ Citation Format: [APA 7th ▼] │
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│ │
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│ [Cancel] [Save Changes] │
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└─────────────────────────────────────────────────────────────────────┘
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```
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---
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### 3.3 Citation Field in Property Panels
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**Node Editor Panel - Add "Citations" Section** (after Labels, before Connections)
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```
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┌───────────────────────────────┐
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│ Actor Properties │
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├───────────────────────────────┤
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│ Actor Type: [Researcher ▼] │
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│ Label: Jane Smith │
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│ Description: ... │
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│ Labels: [methodology] │
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│ │
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│ Citations (2) │
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│ ┌───────────────────────────┐ │
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│ │ • Smith & Doe (2023) │ │
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│ │ • Johnson (2022) │ │
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│ │ [+ Add Citation] │ │
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│ └───────────────────────────┘ │
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│ │
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│ Connections (3) │
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│ ... │
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└───────────────────────────────┘
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```
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**Citation Selection Dropdown**
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When user clicks [+ Add Citation]:
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```
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┌───────────────────────────────────┐
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│ Add Citation │
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├───────────────────────────────────┤
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│ Search references... │
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│ ┌───────────────────────────────┐ │
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│ │ 🔍 smith │ │
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│ └───────────────────────────────┘ │
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│ │
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│ Results (2): │
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│ ┌───────────────────────────────┐ │
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│ │ ☑ Smith & Doe (2023) │ │
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│ │ Understanding Social... │ │
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│ │ J. Social Sciences │ │
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│ ├───────────────────────────────┤ │
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│ │ ☐ Smithson (2021) │ │
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│ │ Network Analysis Methods │ │
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│ │ Academic Press │ │
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│ └───────────────────────────────┘ │
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│ │
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│ [+ Create New Reference] │
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│ │
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│ [Cancel] [Add (1)] │
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└───────────────────────────────────┘
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```
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**Features:**
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- Multi-select checkbox list
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- Real-time search filtering
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- Shows abbreviated citation info
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- Quick create if reference doesn't exist
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- Selected references show checkmarks
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---
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### 3.4 Reference Card Design (in Management List)
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```
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┌─────────────────────────────────────────────┐
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│ Smith & Doe (2023) [📋][✏️][🗑️] │
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│ Understanding Social Networks in... │
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│ Journal of Social Sciences │
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│ ─────────────────────────────────────────── │
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│ 🏷️ social networks, methodology │
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│ 📊 Cited by: 3 actors, 2 relations │
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└─────────────────────────────────────────────┘
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```
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**Card Components:**
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1. **Header**: Short citation (Author-Date)
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2. **Title**: Truncated with ellipsis
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3. **Container**: Journal/Book/Website name
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4. **Tags**: Visual tag chips
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5. **Usage**: Count of actors/relations citing this
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6. **Actions**: Copy citation, Edit, Delete
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---
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## 4. User Workflows
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### 4.1 Workflow: Quick Add Reference (Smart Import)
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**Scenario**: User has a DOI or formatted citation
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1. Open "Manage Bibliography" (Ctrl+B or Edit menu)
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2. Paste DOI/URL in "Smart Input" field
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3. Click "Auto-Fill"
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4. System fetches metadata and populates fields
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5. User reviews/adjusts if needed
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6. Click "Add Reference"
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7. Toast: "Reference added successfully"
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**Fallback**: If auto-fill fails, form remains with manual entry option
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---
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### 4.2 Workflow: Manual Reference Entry
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**Scenario**: User has a book without DOI
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1. Open "Manage Bibliography"
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2. Select reference type: "Book"
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3. Form adjusts to show relevant fields:
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- Title, Authors, Year (required)
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- Publisher, Place, ISBN, Pages (optional)
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4. Fill in required fields
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5. Click "Add Reference"
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6. Reference appears in list on right
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---
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### 4.3 Workflow: Cite Reference in Node
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**Scenario**: User wants to cite sources for an actor
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1. Select node in graph
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2. Right panel shows Node Editor
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3. Scroll to "Citations" section
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4. Click [+ Add Citation]
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5. Search dropdown appears
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6. Type to filter or browse list
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7. Check box(es) for desired reference(s)
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8. Click "Add"
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9. Citations appear as bullet list with author-date
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10. Change auto-saves after 500ms debounce
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---
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### 4.4 Workflow: Edit Existing Reference
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**Scenario**: User needs to correct publication year
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1. Open "Manage Bibliography"
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2. Find reference in right column list
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3. Click [Edit] button
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4. Modal switches to full-width edit mode
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5. Modify year field
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6. Preview updates in real-time
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7. Click "Save Changes"
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8. Returns to two-column view
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9. Toast: "Reference updated"
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**Note**: All actors/relations citing this reference show updated info
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---
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### 4.5 Workflow: Delete Reference with Usage
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**Scenario**: User deletes reference cited by 5 items
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1. Click [Delete] on reference card
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2. Confirmation dialog appears:
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```
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Delete Reference?
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This reference is cited by:
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• 3 actors
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• 2 relations
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Deleting will remove all citations to this reference.
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[Cancel] [Delete Reference]
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```
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3. User confirms
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4. Reference deleted from bibliography
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5. All citation links removed from actors/relations
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6. Toast: "Reference deleted"
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---
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### 4.6 Workflow: Export Bibliography
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**Scenario**: User wants formatted bibliography for paper
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1. File → Export → Formatted Bibliography
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2. Dialog appears:
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```
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Export Bibliography
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Format: [APA 7th Edition ▼]
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Options:
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☑ Include only cited references
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☐ Include all references
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☑ Sort alphabetically by author
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Output:
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○ HTML (for web/Word)
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○ PDF
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○ Plain text
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[Cancel] [Export]
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```
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3. User selects options
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4. Click "Export"
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5. File save dialog
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6. Toast: "Bibliography exported successfully"
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---
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## 5. Design Principles
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### 5.1 Progressive Disclosure
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- **Basic mode**: Show only essential fields (Title, Author, Year)
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- **Advanced mode**: "Show More Fields" reveals DOI, ISBN, Volume, etc.
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- **Smart defaults**: Type selection pre-fills appropriate fields
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### 5.2 Forgiveness & Flexibility
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- **Auto-save**: No manual save needed (consistent with current app)
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- **Undo support**: Bibliography changes tracked in history
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- **Validation**: Soft validation (warnings, not errors)
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- **Import/Export**: Allow bulk operations for power users
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### 5.3 Consistency with Existing Patterns
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- **Modal layout**: Two-column → Full-width (like Labels/Types)
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- **Toast notifications**: All actions get feedback
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- **Confirmation dialogs**: Destructive operations require confirmation
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- **Debounced updates**: 500ms delay for citation assignments
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- **Color coding**: None needed (unlike types), but tags use label-like chips
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### 5.4 Social Science Focus
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- **Citation preview**: Always show formatted citation (APA/Chicago/MLA)
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- **Interview type**: Support non-traditional sources
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- **Qualitative notes**: Abstract field for researcher notes
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- **Tagging**: Organize by themes, not just bibliographic categories
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---
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## 6. Technical Considerations
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### 6.1 Data Storage
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**Document Structure** (extend ConstellationDocument):
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```typescript
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export interface ConstellationDocument {
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// ... existing fields
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bibliography?: {
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references: BibliographyReference[];
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settings?: {
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defaultStyle: string; // e.g., "apa-7th"
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sortOrder: 'author' | 'year' | 'title';
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}
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}
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}
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```
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**Node/Edge Structure** (extend ActorData/RelationData):
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```typescript
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export interface ActorData {
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// ... existing fields
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citations?: string[]; // Array of reference IDs
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}
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export interface RelationData {
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// ... existing fields
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citations?: string[]; // Array of reference IDs
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}
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```
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### 6.2 Import/Export
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**Supported Formats:**
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1. **CSL-JSON** (primary)
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- Native format
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- Import from Zotero, Mendeley
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- Export for use in other tools
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2. **BibTeX** (secondary, for power users)
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- Convert CSL-JSON ↔ BibTeX
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- Use existing libraries (citation-js, bibtex-parser)
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3. **RIS** (tertiary, for compatibility)
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- Common in older reference managers
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- Convert via citation-js
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4. **Formatted HTML/PDF**
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- For inclusion in papers/reports
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- Use CSL processor (citeproc-js)
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### 6.3 Auto-Fill Service
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|
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**DOI Lookup**:
|
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- Use CrossRef API (free, no auth required)
|
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- Endpoint: `https://api.crossref.org/works/{doi}`
|
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- Returns JSON metadata
|
|
|
|
**URL Metadata**:
|
|
- Use Open Graph tags or Dublin Core metadata
|
|
- Fallback to page title/author extraction
|
|
- Not as reliable as DOI
|
|
|
|
**Fallback**:
|
|
- If lookup fails, show error toast
|
|
- Keep form populated with what was entered
|
|
- Allow manual completion
|
|
|
|
### 6.4 Citation Style Library
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|
|
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**Approach**: Use Citation Style Language (CSL)
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|
|
|
**Libraries**:
|
|
- `citeproc-js`: CSL processor for formatting
|
|
- `citation-js`: Parse/convert between formats
|
|
- Preload common styles: APA 7th, Chicago, MLA, Harvard
|
|
|
|
**Style Switching**:
|
|
- User can change preview style in modal
|
|
- Setting saved per document
|
|
- All citations reformat instantly
|
|
|
|
---
|
|
|
|
## 7. Accessibility & Usability
|
|
|
|
### 7.1 Keyboard Navigation
|
|
- `Ctrl+B`: Open bibliography modal
|
|
- `Tab`: Navigate between fields
|
|
- `Enter`: Submit forms (add/save)
|
|
- `Esc`: Close modal/cancel
|
|
- `/` in search: Focus search input
|
|
|
|
### 7.2 Screen Reader Support
|
|
- Form labels with `aria-label`
|
|
- Button descriptions
|
|
- Status announcements for actions
|
|
- Semantic HTML (fieldset, legend, label)
|
|
|
|
### 7.3 Visual Design
|
|
- **High contrast**: Readable citation text
|
|
- **Clear hierarchy**: Title > Authors > Container
|
|
- **Action buttons**: Icon + text for clarity
|
|
- **Tooltips**: Help text for advanced fields
|
|
|
|
---
|
|
|
|
## 8. Future Enhancements (Not MVP)
|
|
|
|
### Phase 2
|
|
- **Duplicate detection**: Warn if similar reference exists
|
|
- **Citation count**: Show most/least cited references
|
|
- **Bulk import**: CSV, BibTeX file upload
|
|
- **Collaboration**: Shared bibliography across workspace
|
|
- **Citation network**: Graph of which references cite each other
|
|
|
|
### Phase 3
|
|
- **PDF import**: Drag PDF, extract citation
|
|
- **Web clipper**: Browser extension for one-click import
|
|
- **Smart suggestions**: Recommend related references
|
|
- **Citation graph**: Visualize citation relationships as constellation
|
|
- **Integration**: Export to LaTeX/Word with in-text citations
|
|
|
|
---
|
|
|
|
## 9. Success Metrics
|
|
|
|
### User Experience
|
|
- ✅ Non-technical users can add reference in <2 minutes
|
|
- ✅ 90% of DOI lookups succeed automatically
|
|
- ✅ Zero training needed (intuitive interface)
|
|
- ✅ No "Save" button confusion (auto-save)
|
|
|
|
### Technical
|
|
- ✅ Bibliography data persists with document
|
|
- ✅ Import/export works with Zotero/Mendeley
|
|
- ✅ No performance impact on graph rendering
|
|
- ✅ Undo/redo works for bibliography changes
|
|
|
|
### Adoption
|
|
- ✅ Users cite at least 1 reference per document
|
|
- ✅ Bibliography modal opened in >50% of sessions
|
|
- ✅ Export feature used by academic users
|
|
|
|
---
|
|
|
|
## 10. Implementation Phases
|
|
|
|
### Phase 1: Core Functionality (MVP)
|
|
1. Bibliography modal (two-column layout)
|
|
2. CRUD operations (Create, Read, Update, Delete)
|
|
3. Basic CSL-JSON storage
|
|
4. Citation field in node/edge properties
|
|
5. Simple formatted preview (APA only)
|
|
6. Export as CSL-JSON
|
|
|
|
### Phase 2: Smart Features
|
|
1. DOI auto-fill
|
|
2. Multiple citation styles (APA, Chicago, MLA)
|
|
3. Import from BibTeX
|
|
4. Export formatted bibliography (HTML)
|
|
5. Tag filtering and search
|
|
6. Usage tracking (citation counts)
|
|
|
|
### Phase 3: Power User Features
|
|
1. Bulk operations
|
|
2. Advanced search/filter
|
|
3. Custom citation styles
|
|
4. PDF import
|
|
5. Duplicate detection
|
|
6. Citation graph visualization
|
|
|
|
---
|
|
|
|
## Conclusion
|
|
|
|
This design balances simplicity for non-technical social scientists with power features for advanced users. By using CSL-JSON as the underlying format, we ensure compatibility with popular reference managers while keeping the UI approachable. The two-column modal pattern maintains consistency with existing app design, reducing the learning curve.
|
|
|
|
**Key Innovation**: Smart input field that accepts DOI/URL and auto-fills, dramatically reducing manual entry burden while still allowing full manual control.
|
|
|
|
**Next Steps**: Create technical specification and begin implementation with Phase 1 (MVP). |