# Daily workflows
ADSfolio helps with three tasks that researchers repeat often:
1. [Keep a BibTeX file for your paper](#keep-a-bibtex-file-for-your-paper),
for example in Overleaf.
2. [Watch a folder and rename new papers](#watch-a-folder-and-rename-new-papers)
automatically.
3. [Make your CV from your publications](#make-your-cv-from-your-publications)
in LaTeX, HTML, Markdown, plain text, or your own format.
The video shows these windows with fictional sample data. It also shows how
to save ADS fallback for repeated Identify runs.
## Keep ADS fallback enabled
1. Open **Identify → Advanced options…**.
2. Choose **All libraries** or **This library only**.
3. Enable **Allow ADS fallback**.
4. Choose **Save Defaults**.
Later Identify runs restore the saved choice. To change only the current run,
change the checkbox without saving. See [Identify defaults](gui.md#save-ads-fallback-for-later-runs).
## Keep a BibTeX file for your paper
Collect the papers you cite in a NASA ADS library. Then export that library as
BibTeX for LaTeX or Overleaf. ADS BibTeX uses the bibcode as the citation key,
for example `\cite{2024DEMO....1....1R}`.
1. Identify your PDFs. See [Getting started](getting-started.md).
2. Select papers, then choose **Tools → Add to ADS Library…**. Choose an
existing ADS library or create one. ADSfolio adds papers to ADS libraries.
It never removes papers from them.
3. Choose **Tools → Export ADS Library…**, select the library, keep
**BibTeX**, and choose **Export**. Save the file, for example as
`references.bib`. **Leave out fields** drops `abstract` and `adsnote` by
default.
4. Upload `references.bib` to your Overleaf project, or copy it next to your
LaTeX file. Use `\bibliography{references}` in the document.
The export is a snapshot. Export again after you add papers. To update the
file automatically while you write, use the command-line library watcher. See
[Tutorial 3, step 4](cli-tutorials/03-library-workflows.md#4-watch-library-and-auto-refresh-bibtex).
## Watch a folder and rename new papers
Let ADSfolio identify and rename each PDF that arrives in a folder, for example
the folder where your browser saves papers.
1. Add the folder with **Add PDF Folder…** or **File → Add Library Root…**.
2. When ADSfolio asks, choose **Watch, Identify, and Rename**. This choice
starts watching now and at each start. It also processes new PDFs
automatically. Then skip the remaining steps.
3. For a library that you added earlier, right-click it under **LIBRARIES**.
Choose **Watch Current Library** to start watching now.
4. Choose **Automatically Identify & Rename** to process new PDFs without a
question. Without this choice, a notice offers **Identify & Rename** for
each new PDF.
5. Optional: choose **Autowatch at Start** to watch the folder each time
ADSfolio opens.
Renames use the saved settings from the **Rename** window. Set the filename
template there first. Check it with **Preview**. The watcher also checks
changes to cataloged PDFs. A proven incremental annotation save keeps the
existing identification without a rename. Automatic renaming requires a verified
[PDF identity check](gui.md#pdf-identity-checks). A new PDF that states no
arXiv ID or DOI, or one that contradicts the found record, keeps its name and
shows a warning. If the template requires missing metadata, the watcher keeps
the filename. Check **Notifications** for the missing fields. Add the metadata
or choose a template without those fields. Then retry the rename.
If the template requires a bibcode, the watcher can retry enabled ADS after an
external lookup. ADSfolio must verify any ADS match against the PDF.
ADSfolio can also check existing records for ADS updates. At startup and every
24 hours, it asks first. You can also choose **Tools → Check for ADS Updates**.
It checks registered libraries even when their watchers are off.
When ADS provides a verified match or new bibcode, ADSfolio updates the record
and applies the saved Rename settings. A failed identity check or filename
collision keeps the affected files in place. Review the reported issue and
retry. See [Watching library roots](gui.md#watching-library-roots).
Each library has its own watch settings. ADSfolio does not watch a library
until you turn watching on for it. A ``●`` beside the library name shows an
active watcher. The library tooltip shows all three watch settings. See
[Watching library roots](gui.md#watching-library-roots) for details. For the
command line, see [Tutorial 4, step 4](cli-tutorials/04-pdf-workflows.md#4-watch-a-folder-for-new-pdfs).
## Make your CV from your publications
**Tools → CV Generator…** makes a publication list from your NASA ADS records.
1. **Your publications:** choose **Fill from My Publication Profile**, or type
your ADS query, ORCID iD, and name.
2. **Format:** choose a built-in LaTeX or Markdown style, or **Custom
template**. A template starts from LaTeX, Markdown, HTML, or Plain text.
Then you control every part:
- **Highlight your name:** the markup around your name, for example
`\textbf{{{}}}`, `{}`, or `**{}**`.
- **Entry:** the text for one publication, with placeholders such as
`{authors}`, `{year}`, `{title}`, `{venue}`, `{bibcode}`, `{url}`, and
`{citations}`.
- **Header, section start, section end, and footer:** the text around the
list, for example `` and ``.
3. Check the **Preview**. **Sample papers** updates while you type.
**Look Up in ADS** shows your real publications.
4. Choose **Save CV**.
This entry template makes one LaTeX line per paper:
```latex
\item {authors} ({year}) ``{title},'' \textit{{venue}}. \href{{url}}{\texttt{{bibcode}}}
```
The window keeps its settings in `cv.yaml`. See the [CV reference](cv.md) for
every option, and [Tutorial 6](cli-tutorials/06-cv-workflows.md) to make the CV
from a script.
### A list of any papers, without ADS
The same formats work for any papers in your library, for example a reading
list or a reference list for a proposal. Select the rows (**⌘**-click or
**Shift**-click), right-click, and choose **Export Selection As…**. Then
choose the **Publication list** format. ADSfolio uses the stored details and
needs no ADS token.
