{"id":31961,"date":"2024-12-04T21:00:00","date_gmt":"2024-12-04T21:00:00","guid":{"rendered":"https:\/\/readcube.wpenginepowered.com\/?post_type=docs&p=31961"},"modified":"2025-06-17T18:23:05","modified_gmt":"2025-06-17T18:23:05","password":"","slug":"article-matching-manual-and-with-helper","status":"publish","type":"docs","link":"https:\/\/readcubestg.wpenginepowered.com\/en\/help-center\/article-matching-manual-and-with-helper\/","title":{"rendered":"Article Matching (Manual and With Helper)"},"content":{"rendered":"\n

(The following information and screenshots relate to the latest version of Papers. For instructions on the classic version, please click here<\/a>.)<\/p>\n\n\n\n

When you import articles into Papers, they are automatically matched to metadata thanks to our automatic matching feature. However, sometimes you may need to rematch metadata manually. <\/p>\n\n\n\n

If an item is not matched with metadata automatically on import, an option to “Match” it will appear both when you right-click on the item in your library and in the sidebar info panel of the item.<\/p>\n\n\n\n

Note: The matching helper is currently only available for references that have a PDF.<\/p>\n\n\n\n

\"Image<\/figure>\n\n\n\n
\"Image<\/figure>\n\n\n\n

When you activate the matching helper, it will take a second pass at the paper and try to match the PDF to metadata automatically. In case it is unable to do so, you can manually match it.<\/p>\n\n\n\n

An option to manually match will appear, allowing you to either select a part of the metadata in the PDF preview to use for a new search, or you can simply input a part of the metadata and run a new search.<\/p>\n\n\n\n

\"Image<\/figure>\n\n\n\n
\"Image<\/figure>\n\n\n\n
\"Image<\/figure>\n\n\n\n

Other Metadata Options<\/h3>\n\n\n\n

Right-clicking on a reference will show you a number of options, including the section that allows you to edit, clear and update metadata.<\/p>\n\n\n\n

\"Image<\/figure>\n\n\n\n

Edit Details<\/h3>\n\n\n\n

Edit Details will bring up the metadata editing panel, including the PDF preview, so you can manually edit the fields and populate the metadata.<\/p>\n\n\n\n

Clear Details<\/h3>\n\n\n\n

Clear Details will erase all metadata from the reference. The name will revert back to the original download\/PDF name. From here you can repopulate all the metadata fields manually or use “Match” option to try and repopulate it automatically.<\/p>\n\n\n\n

Update Details<\/h3>\n\n\n\n

Selecting Update Details will rerun the matcher and populate any missing metadata fields.<\/p>\n\n\n\n

Check out our\u00a0matcher do’s and don’ts<\/a>\u00a0when trying to find the correct article metadata.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

(The following information and screenshots relate to the latest version of Papers. For instructions on the classic version, please click here.) 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