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# Conference Formatting Requirements
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Comprehensive formatting requirements and submission guidelines for major academic conferences across disciplines.
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**Last Updated**: 2024
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---
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## Machine Learning & Artificial Intelligence
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### NeurIPS (Neural Information Processing Systems)
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**Conference Type**: Top-tier machine learning conference
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**Frequency**: Annual (December)
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**Formatting Requirements**:
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- **Page Limit**:
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- Main paper: 8 pages (excluding references)
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- References: Unlimited
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- Appendix/Supplementary: Unlimited (optional, reviewed at discretion)
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- **Format**: Two-column
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- **Font**: Times or Times New Roman, 10pt for body text
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- **Line spacing**: Single-spaced
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- **Margins**: 1 inch (2.54 cm) all sides
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- **Column separation**: 0.25 inch (0.635 cm)
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- **Paper size**: US Letter (8.5 × 11 inches)
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- **Anonymization**: **Required** for initial submission (double-blind review)
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- Remove author names, affiliations
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- Anonymize self-citations ("Author et al." → "Anonymous et al.")
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- Remove acknowledgments revealing identity
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- **Citations**: Numbered in square brackets [1], [2-4]
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- **References**: Any consistent style (commonly uses numbered references)
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- **Figures**:
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- High resolution (300+ dpi)
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- Colorblind-friendly palettes recommended
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- Can span both columns if needed
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- **Tables**: Clear, readable at publication size
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- **Equations**: Numbered if referenced
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- **LaTeX Class**: `neurips_2024.sty` (updated annually)
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- **Supplementary Materials**:
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- Code strongly encouraged (GitHub, anonymous repo for review)
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- Additional experiments, proofs
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- Not counted toward page limit
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**LaTeX Template**: `assets/journals/neurips_article.tex`
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**Submission Notes**:
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- Use official style file (changes yearly)
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- Paper ID on first page (auto-generated during submission)
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- Include "broader impact" statement (varies by year)
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- Reproducibility checklist required
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**Website**: https://neurips.cc/
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---
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### ICML (International Conference on Machine Learning)
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**Conference Type**: Top-tier machine learning conference
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**Frequency**: Annual (July)
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**Formatting Requirements**:
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- **Page Limit**:
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- Main paper: 8 pages (excluding references and appendix)
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- References: Unlimited
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- Appendix: Unlimited (optional)
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- **Format**: Two-column
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- **Font**: Times, 10pt
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- **Line spacing**: Single-spaced
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- **Margins**: 1 inch all sides
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- **Paper size**: US Letter
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- **Anonymization**: **Required** (double-blind)
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- **Citations**: Numbered or author-year (consistent style)
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- **Figures**: High resolution, colorblind-safe recommended
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- **LaTeX Class**: `icml2024.sty` (updated yearly)
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- **Supplementary**: Strongly encouraged (code, data, appendix)
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**LaTeX Template**: `assets/journals/icml_article.tex`
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**Submission Notes**:
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- Must use official ICML style file
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- Checklist for reproducibility
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- Ethics statement if applicable
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**Website**: https://icml.cc/
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---
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### ICLR (International Conference on Learning Representations)
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**Conference Type**: Top-tier deep learning conference
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**Frequency**: Annual (April/May)
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**Formatting Requirements**:
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- **Page Limit**:
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- Main paper: 8 pages (excluding references, appendix, ethics statement)
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- References: Unlimited
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- Appendix: Unlimited
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- **Format**: Two-column
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- **Font**: Times, 10pt
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- **Anonymization**: **Required** (double-blind)
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- **Citations**: Numbered [1] or author-year
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- **LaTeX Class**: `iclr2024_conference.sty`
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- **Supplementary**: Code and data encouraged (anonymous GitHub)
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- **Open Review**: Reviews and responses are public post-decision
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**LaTeX Template**: `assets/journals/iclr_article.tex`
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**Unique Features**:
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- OpenReview platform (transparent review process)
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- Author-reviewer discussion during review
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- Camera-ready can exceed 8 pages
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**Website**: https://iclr.cc/
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---
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### CVPR (Computer Vision and Pattern Recognition)
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**Conference Type**: Top-tier computer vision conference
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**Frequency**: Annual (June)
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**Formatting Requirements**:
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- **Page Limit**:
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- Main paper: 8 pages (including figures and tables, excluding references)
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- References: Unlimited (separate section)
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- **Format**: Two-column
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- **Font**: Times Roman, 10pt
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- **Anonymization**: **Required** (double-blind)
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- Blur faces in images if needed
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- Anonymize datasets if they reveal identity
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- **Paper size**: US Letter
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- **Citations**: Numbered [1]
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- **Figures**: High resolution, can be color
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- **LaTeX Template**: CVPR official template (changes yearly)
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- **Supplementary Material**:
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- Video demonstrations encouraged
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- Additional results, code
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- 100 MB limit for all supplementary files
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**LaTeX Template**: `assets/journals/cvpr_article.tex`
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**Website**: https://cvpr.thecvf.com/
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---
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### AAAI (Association for the Advancement of Artificial Intelligence)
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**Conference Type**: Major AI conference
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**Frequency**: Annual (February)
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**Formatting Requirements**:
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- **Page Limit**:
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- Technical papers: 7 pages (excluding references)
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- References: Unlimited
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- **Format**: Two-column
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- **Font**: Times Roman, 10pt
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- **Anonymization**: **Required** (double-blind)
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- **Paper size**: US Letter
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- **Citations**: Various styles accepted (be consistent)
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- **LaTeX Template**: AAAI official style
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- **Supplementary**: Optional appendix
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**LaTeX Template**: `assets/journals/aaai_article.tex`
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**Website**: https://aaai.org/conference/aaai/
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---
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### IJCAI (International Joint Conference on Artificial Intelligence)
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**Conference Type**: Major AI conference
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**Frequency**: Annual
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**Formatting Requirements**:
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- **Page Limit**: 7 pages (excluding references)
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- **Format**: Two-column
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- **Font**: Times, 10pt
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- **Anonymization**: **Required**
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- **LaTeX Template**: IJCAI official style
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---
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## Computer Science
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### ACM CHI (Human-Computer Interaction)
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**Conference Type**: Premier HCI conference
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**Frequency**: Annual (April/May)
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**Formatting Requirements**:
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- **Page Limit**:
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- Papers: 10 pages (excluding references)
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- Late-Breaking Work: 4 pages
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- **Format**: Single-column ACM format
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- **Font**: Depends on ACM template
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- **Anonymization**: **Required** for Papers track
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- **LaTeX Class**: `acmart` with CHI proceedings format
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- **Citations**: ACM style (numbered or author-year)
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- **Figures**: High quality, accessibility considered
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- **Accessibility**: Alt text for figures encouraged
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**LaTeX Template**: `assets/journals/chi_article.tex`
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**Website**: https://chi.acm.org/
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---
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### SIGKDD (Knowledge Discovery and Data Mining)
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**Conference Type**: Top data mining conference
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**Frequency**: Annual (August)
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**Formatting Requirements**:
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- **Page Limit**:
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- Research Track: 9 pages (excluding references)
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- Applied Data Science: 9 pages
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- **Format**: Two-column
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- **LaTeX Class**: `acmart` (sigconf format)
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- **Font**: ACM template default
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- **Anonymization**: **Required** (double-blind)
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- **Citations**: ACM numbered style
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- **Supplementary**: Code and data encouraged
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**LaTeX Template**: `assets/journals/kdd_article.tex`
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**Website**: https://kdd.org/
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---
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### EMNLP (Empirical Methods in Natural Language Processing)
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**Conference Type**: Top NLP conference
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**Frequency**: Annual (November/December)
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**Formatting Requirements**:
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- **Page Limit**:
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- Long papers: 8 pages (+ unlimited references and appendix)
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- Short papers: 4 pages (+ unlimited references)
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- **Format**: Two-column
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- **Font**: Times New Roman, 11pt
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- **Anonymization**: **Required** (double-blind)
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- Do not include author names or affiliations
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- Self-citations should be anonymized
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- **Paper size**: US Letter or A4
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- **Citations**: Named style similar to ACL
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- **LaTeX Template**: ACL/EMNLP official style
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- **Supplementary**: Appendix unlimited, code encouraged
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**LaTeX Template**: `assets/journals/emnlp_article.tex`
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**Website**: https://www.emnlp.org/
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---
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### ACL (Association for Computational Linguistics)
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**Conference Type**: Premier NLP conference
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**Frequency**: Annual (July)
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**Formatting Requirements**:
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- **Page Limit**: 8 pages (long), 4 pages (short), excluding references
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- **Format**: Two-column
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- **Font**: Times, 11pt
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- **Anonymization**: **Required**
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- **LaTeX Template**: ACL official style (acl.sty)
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**LaTeX Template**: `assets/journals/acl_article.tex`
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---
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### USENIX Security Symposium
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**Conference Type**: Top security conference
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**Frequency**: Annual (August)
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**Formatting Requirements**:
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- **Page Limit**:
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- Papers: No strict limit (typically 15-20 pages including everything)
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- Well-written, concise papers preferred
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- **Format**: Two-column
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- **Font**: Times, 10pt
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- **Anonymization**: **Required** (double-blind)
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- **LaTeX Template**: USENIX official template
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- **Citations**: Numbered
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- **Paper size**: US Letter
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**LaTeX Template**: `assets/journals/usenix_article.tex`
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**Website**: https://www.usenix.org/conference/usenixsecurity
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---
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### SIGIR (Information Retrieval)
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**Conference Type**: Top information retrieval conference
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**Frequency**: Annual (July)
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**Formatting Requirements**:
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- **Page Limit**:
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- Full papers: 10 pages (excluding references)
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- Short papers: 4 pages (excluding references)
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- **Format**: Single-column ACM format
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- **LaTeX Class**: `acmart` (sigconf)
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- **Anonymization**: **Required**
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- **Citations**: ACM style
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**LaTeX Template**: `assets/journals/sigir_article.tex`
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---
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## Biology & Bioinformatics
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### ISMB (Intelligent Systems for Molecular Biology)
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**Conference Type**: Premier computational biology conference
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**Frequency**: Annual (July)
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**Formatting Requirements**:
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- **Publication**: Proceedings published in *Bioinformatics* journal
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- **Page Limit**:
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- Typically 7-8 pages including figures and references
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- **Format**: Two-column
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- **Font**: Times, 10pt
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- **Citations**: Numbered (Oxford style similar to Bioinformatics journal)
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- **LaTeX Template**: Oxford Bioinformatics template
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- **Anonymization**: **Not required** (single-blind)
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- **Figures**: High resolution, color acceptable
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- **Supplementary**: Encouraged for additional data/methods
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**LaTeX Template**: `assets/journals/ismb_article.tex`
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**Website**: https://www.iscb.org/ismb
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---
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### RECOMB (Research in Computational Molecular Biology)
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**Conference Type**: Top computational biology conference
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**Frequency**: Annual (April/May)
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**Formatting Requirements**:
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- **Publication**: Proceedings published as Springer LNCS (Lecture Notes in Computer Science)
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- **Page Limit**:
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- Extended abstracts: 12-15 pages (including references)
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- **Format**: Single-column
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- **Font**: Based on Springer LNCS template
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- **LaTeX Class**: `llncs` (Springer)
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- **Citations**: Numbered or author-year
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- **Anonymization**: **Required** (double-blind)
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- **Supplementary**: Appendix can be submitted
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**LaTeX Template**: `assets/journals/recomb_article.tex`
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**Website**: https://www.recomb.org/
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---
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### PSB (Pacific Symposium on Biocomputing)
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**Conference Type**: Biomedical informatics conference
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**Frequency**: Annual (January)
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**Formatting Requirements**:
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- **Page Limit**: 12 pages including figures and references
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- **Format**: Single-column
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- **Font**: Times, 11pt
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- **Margins**: 1 inch all sides
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- **Citations**: Numbered
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- **Anonymization**: **Not required**
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- **Figures**: Embedded in text
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- **LaTeX Template**: PSB official template
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**LaTeX Template**: `assets/journals/psb_article.tex`
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**Website**: https://psb.stanford.edu/
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---
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## Engineering
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### IEEE International Conference on Robotics and Automation (ICRA)
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**Formatting Requirements**:
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- **Page Limit**: 8 pages (including figures and references)
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- **Format**: Two-column
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- **Font**: Times, 10pt
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- **LaTeX Class**: IEEEtran
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- **Citations**: IEEE style [1]
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- **Anonymization**: **Required** for initial submission
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- **Video**: Optional video submissions encouraged
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**LaTeX Template**: `assets/journals/icra_article.tex`
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---
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### IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS)
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**Formatting**: Same as ICRA (IEEE robotics template)
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---
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### International Conference on Computer-Aided Design (ICCAD)
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**Formatting Requirements**:
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- **Page Limit**: 8 pages
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- **Format**: Two-column
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- **LaTeX Class**: IEEE template
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- **Citations**: IEEE style
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---
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### Design Automation Conference (DAC)
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**Formatting Requirements**:
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- **Page Limit**: 6 pages
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- **Format**: Two-column
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- **Font**: Times, 10pt
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- **LaTeX Class**: ACM or IEEE template (check yearly guidelines)
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---
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## Multidisciplinary
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### AAAS Annual Meeting
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**Conference Type**: Broad scientific conference
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**Formatting**: Varies by symposium (typically extended abstracts)
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---
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## Quick Reference Table
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| Conference | Pages | Format | Blind | Citations | Template |
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|------------|-------|--------|-------|-----------|----------|
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| **NeurIPS** | 8 + refs | Two-col | Double | [1] | `neurips_article.tex` |
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| **ICML** | 8 + refs | Two-col | Double | [1] | `icml_article.tex` |
|
||||
| **ICLR** | 8 + refs | Two-col | Double | [1] | `iclr_article.tex` |
|
||||
| **CVPR** | 8 + refs | Two-col | Double | [1] | `cvpr_article.tex` |
|
||||
| **AAAI** | 7 + refs | Two-col | Double | Various | `aaai_article.tex` |
|
||||
| **CHI** | 10 + refs | Single-col | Double | ACM | `chi_article.tex` |
|
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| **SIGKDD** | 9 + refs | Two-col | Double | ACM [1] | `kdd_article.tex` |
|
||||
| **EMNLP** | 8 + refs | Two-col | Double | Named | `emnlp_article.tex` |
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| **ISMB** | 7-8 pages | Two-col | Single | [1] | `ismb_article.tex` |
|
||||
| **RECOMB** | 12-15 pages | Single-col | Double | Springer | `recomb_article.tex` |
|
||||
|
||||
---
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## General Conference Submission Guidelines
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### Anonymization Best Practices (Double-Blind Review)
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**Remove**:
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- Author names, affiliations, emails from title page
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- Acknowledgments section
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- Funding information that reveals identity
|
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- Any "our previous work" citations that make identity obvious
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**Anonymize**:
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- Self-citations: "Smith et al. [5]" → "Anonymous et al. [5]" or "Prior work [5]"
|
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- Institution-specific details: "our university" → "a large research university"
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- Dataset names if they reveal identity
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**Keep Anonymous**:
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- Code repositories (use anonymous GitHub for review)
|
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- Supplementary materials
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- Any URLs or links
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### Supplementary Materials
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||||
**Common Inclusions**:
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||||
- Source code (GitHub repository, zip file)
|
||||
- Additional experimental results
|
||||
- Proofs and derivations
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||||
- Extended related work
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||||
- Dataset descriptions
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- Video demonstrations
|
||||
- Interactive demos
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|
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**Best Practices**:
|
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- Keep supplementary well-organized
|
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- Reference supplementary clearly from main paper
|
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- Ensure supplementary is anonymized for blind review
|
||||
- Check file size limits (typically 50-100 MB)
|
||||
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### Camera-Ready Preparation
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|
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After acceptance:
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1. **De-anonymize**: Add author names, affiliations
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2. **Add acknowledgments**: Funding, contributions
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||||
3. **Copyright**: Add conference copyright notice
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||||
4. **Formatting**: Follow camera-ready specific guidelines
|
||||
5. **Page limit**: May allow 1-2 extra pages (check guidelines)
|
||||
6. **PDF/A compliance**: Some conferences require PDF/A format
|
||||
|
||||
### Accessibility Considerations
|
||||
|
||||
**For All Conferences**:
|
||||
- Use colorblind-safe color palettes
|
||||
- Ensure sufficient contrast
|
||||
- Provide alt text for figures (where supported)
|
||||
- Use clear, readable fonts
|
||||
- Avoid solely color-based distinctions
|
||||
|
||||
---
|
||||
|
||||
## Common Mistakes to Avoid
|
||||
|
||||
1. **Wrong style file**: Using outdated conference style file
|
||||
2. **Page limit violation**: Figures/tables pushing over limit
|
||||
3. **Font size manipulation**: Changing fonts to fit more content
|
||||
4. **Margin adjustments**: Modifying margins to gain space
|
||||
5. **De-anonymization**: Accidentally revealing identity in blind review
|
||||
6. **Missing references**: Not citing relevant prior work
|
||||
7. **Low-quality figures**: Pixelated or illegible figures
|
||||
8. **Inconsistent formatting**: Different sections using different styles
|
||||
|
||||
---
|
||||
|
||||
## Getting Official Templates
|
||||
|
||||
**Where to Find Official Templates**:
|
||||
1. **Conference website**: "Call for Papers" or "Author Instructions"
|
||||
2. **GitHub**: Many conferences host templates on GitHub
|
||||
3. **Overleaf**: Many official templates available on Overleaf
|
||||
4. **CTAN**: LaTeX class files often on CTAN repository
|
||||
|
||||
**Template Naming**:
|
||||
- Conferences often update templates yearly
|
||||
- Use the correct year's template (e.g., `neurips_2024.sty`)
|
||||
- Check for "camera-ready" vs. "submission" versions
|
||||
|
||||
---
|
||||
|
||||
## Notes
|
||||
|
||||
1. **Annual updates**: Conference requirements change; always check current year's CFP
|
||||
2. **Deadline types**:
|
||||
- Abstract deadline (often 1 week before paper deadline)
|
||||
- Paper deadline (firm, no extensions typically)
|
||||
- Supplementary deadline (may be a few days after paper)
|
||||
3. **Timezone**: Pay attention to deadline timezone (often AOE - Anywhere on Earth)
|
||||
4. **Rebuttal**: Many conferences have author response/rebuttal periods
|
||||
5. **Dual submission**: Check conference policy on concurrent submissions
|
||||
6. **Poster/Oral**: Acceptance often comes with presentation format
|
||||
|
||||
## Conference Tiers (Informal)
|
||||
|
||||
**Machine Learning**:
|
||||
- **Tier 1**: NeurIPS, ICML, ICLR
|
||||
- **Tier 2**: AAAI, IJCAI, UAI
|
||||
|
||||
**Computer Vision**:
|
||||
- **Tier 1**: CVPR, ICCV, ECCV
|
||||
|
||||
**Natural Language Processing**:
|
||||
- **Tier 1**: ACL, EMNLP, NAACL
|
||||
|
||||
**Bioinformatics**:
|
||||
- **Tier 1**: RECOMB, ISMB
|
||||
- **Tier 2**: PSB, WABI
|
||||
|
||||
(Tiers are informal and field-dependent; not official rankings)
|
||||
|
||||
787
skills/venue-templates/references/grants_requirements.md
Normal file
787
skills/venue-templates/references/grants_requirements.md
Normal file
@@ -0,0 +1,787 @@
|
||||
# Grant Proposal Requirements
|
||||
|
||||
Comprehensive requirements and formatting guidelines for major federal and private foundation grant programs.
|
||||
|
||||
**Last Updated**: 2024
|
||||
|
||||
---
|
||||
|
||||
## NSF (National Science Foundation)
|
||||
|
||||
### Overview
|
||||
|
||||
**Agency**: National Science Foundation
|
||||
**Typical Award**: $100K-$500K per year, 3-5 years
|
||||
**Success Rate**: 20-25% (varies by program)
|
||||
**Review Criteria**: Intellectual Merit + Broader Impacts (equally weighted)
|
||||
|
||||
---
|
||||
|
||||
### NSF Standard Grant Proposal
|
||||
|
||||
**Page Limits (NSF PAPPG - Proposal & Award Policies & Procedures Guide)**:
|
||||
|
||||
| Component | Page Limit | Font | Spacing |
|
||||
|-----------|-----------|------|---------|
|
||||
| **Project Summary** | 1 page | Any readable, 10pt+ | Any |
|
||||
| **Project Description** | 15 pages | Times Roman 11pt or similar | Single |
|
||||
| **References Cited** | No limit | Times Roman 11pt | Single |
|
||||
| **Biographical Sketch** | 3 pages per person | Times Roman 11pt | Single |
|
||||
| **Budget Justification** | 3-5 pages | Any readable | Any |
|
||||
| **Current & Pending Support** | No limit | Times Roman 11pt | Single |
|
||||
| **Facilities, Equipment** | 2 pages | Any readable | Any |
|
||||
| **Data Management Plan** | 2 pages | Any readable | Any |
|
||||
|
||||
**Margins**: 1 inch (2.54 cm) on all sides (strictly enforced)
|
||||
|
||||
---
|
||||
|
||||
### NSF Project Summary (1 page)
|
||||
|
||||
**Required Sections** (clearly labeled):
|
||||
|
||||
1. **Overview** (1-2 paragraphs)
|
||||
- Concise description of research activity
|
||||
- Objectives and methods
|
||||
|
||||
2. **Intellectual Merit** (1 paragraph)
|
||||
- How project advances knowledge
|
||||
- Innovation and transformative potential
|
||||
- Qualifications of research team
|
||||
|
||||
3. **Broader Impacts** (1 paragraph)
|
||||
- Benefits to society
|
||||
- Broadening participation
|
||||
- Dissemination and outreach
|
||||
|
||||
**Format**: Can be full-page text or sectioned
|
||||
**Audience**: Non-specialists (broad scientific community)
|
||||
|
||||
**Template**: `assets/grants/nsf_project_summary.tex`
|
||||
|
||||
---
|
||||
|
||||
### NSF Project Description (15 pages)
|
||||
|
||||
**Typical Structure**:
|
||||
|
||||
1. **Introduction/Background** (2-3 pages)
|
||||
- Current state of knowledge
|
||||
- Research gap
|
||||
- Preliminary work/feasibility
|
||||
- Team qualifications
|
||||
|
||||
2. **Research Plan** (8-10 pages)
|
||||
- Objectives and hypotheses
|
||||
- Methods and approach
|
||||
- Timeline and milestones
|
||||
- Expected outcomes
|
||||
|
||||
3. **Broader Impacts** (1-2 pages)
|
||||
- Educational activities
|
||||
- Broadening participation (underrepresented groups)
|
||||
- Dissemination (publications, conferences, public outreach)
|
||||
- Societal benefits
|
||||
|
||||
4. **Results from Prior NSF Support** (1 page, if applicable)
|
||||
- Required if PI has had NSF support in past 5 years
|
||||
- Intellectual merit and broader impacts of prior work
|
||||
- Publications from prior NSF grants
|
||||
|
||||
**Key Requirements**:
|
||||
- Intellectual Merit and Broader Impacts integrated throughout
|
||||
- Figures and tables allowed (count toward page limit)
|
||||
- Citations to references (use References Cited section)
|
||||
|
||||
**Template**: `assets/grants/nsf_proposal_template.tex`
|
||||
|
||||
---
|
||||
|
||||
### NSF Biographical Sketch (3 pages)
|
||||
|
||||
**Required Sections**:
|
||||
1. **Professional Preparation**: Institutions, degrees, fields
|
||||
2. **Appointments**: Current and previous positions
|
||||
3. **Products**: Up to 5 most relevant, up to 5 other significant products
|
||||
- Can include publications, datasets, software, patents
|
||||
4. **Synergistic Activities**: Up to 5 examples of impact beyond research
|
||||
|
||||
**Format**:
|
||||
- NSF template must be used (SciENcv or NSF-approved format)
|
||||
- No longer uses "Publications" but "Products"
|
||||
|
||||
---
|
||||
|
||||
### NSF Broader Impacts
|
||||
|
||||
**NSF-Recognized Categories** (demonstrate ≥1):
|
||||
1. **Advance discovery while promoting teaching/learning**
|
||||
2. **Broaden participation** of underrepresented groups
|
||||
3. **Disseminate broadly** to enhance scientific/technological understanding
|
||||
4. **Benefits to society** (economic, health, environment, national security)
|
||||
5. **Develop scientific workforce** and infrastructure
|
||||
|
||||
**Best Practices**:
|
||||
- Be specific with measurable outcomes
|
||||
- Explain how activities will be assessed
|
||||
- Integrate with research (don't treat as "add-on")
|
||||
- Budget for broader impacts activities
|
||||
|
||||
**Examples**:
|
||||
- K-12 outreach programs
|
||||
- Curriculum development
|
||||
- Training underrepresented students
|
||||
- Public science communication
|
||||
- Open-source software development
|
||||
|
||||
---
|
||||
|
||||
### NSF Budget
|
||||
|
||||
**Typical Categories**:
|
||||
- **Senior Personnel**: PI, co-PIs (% effort, salary)
|
||||
- **Other Personnel**: Postdocs, graduate students, undergrads
|
||||
- **Fringe Benefits**: Institutional rates
|
||||
- **Equipment**: Items >$5,000
|
||||
- **Travel**: Domestic and foreign
|
||||
- **Participant Support**: Workshops, conferences (separate category)
|
||||
- **Other Direct Costs**: Materials, publication, subawards
|
||||
- **Indirect Costs**: Institutional F&A rate
|
||||
|
||||
**Budget Justification**: Explain need for each item
|
||||
|
||||
---
|
||||
|
||||
### NSF Data Management Plan (2 pages)
|
||||
|
||||
**Required Content**:
|
||||
- Types of data produced
|
||||
- Standards for data format and metadata
|
||||
- Policies for access and sharing
|
||||
- Policies for re-use and redistribution
|
||||
- Plans for archiving and preservation
|
||||
|
||||
**Acceptable Approaches**:
|
||||
- Deposit in domain-specific repository
|
||||
- Institutional repository
|
||||
- Data available upon request (with restrictions justification)
|
||||
|
||||
---
|
||||
|
||||
### NSF Review Process
|
||||
|
||||
**Review Criteria** (equally weighted):
|
||||
|
||||
1. **Intellectual Merit**:
|
||||
- What is the potential to advance knowledge?
|
||||
- How well-conceived and organized?
|
||||
- Qualifications of PI and team?
|
||||
- Availability of resources?
|
||||
|
||||
2. **Broader Impacts**:
|
||||
- What are the potential benefits to society?
|
||||
- How well-suited to achieve broader impacts?
|
||||
|
||||
**Panel Review**: Proposals reviewed by panel of experts
|
||||
**Timeline**: Typically 6 months from deadline to award decision
|
||||
|
||||
---
|
||||
|
||||
### NSF LaTeX Templates
|
||||
|
||||
- **Full Proposal**: `assets/grants/nsf_proposal_template.tex`
|
||||
- **Project Summary**: `assets/grants/nsf_project_summary.tex`
|
||||
- **Biographical Sketch**: Use NSF SciENcv or template
|
||||
|
||||
**Resources**:
|
||||
- NSF PAPPG: https://www.nsf.gov/publications/pub_summ.jsp?ods_key=pappg
|
||||
- NSF Fastlane: https://www.fastlane.nsf.gov/
|
||||
|
||||
---
|
||||
|
||||
## NIH (National Institutes of Health)
|
||||
|
||||
### Overview
|
||||
|
||||
**Agency**: National Institutes of Health
|
||||
**Funding Mechanisms**:
|
||||
- **R01**: Research Project Grant (most common)
|
||||
- **R21**: Exploratory/Developmental Research Grant
|
||||
- **K Awards**: Career Development Awards
|
||||
**Success Rate**: 10-20% (varies by institute and mechanism)
|
||||
|
||||
---
|
||||
|
||||
### NIH R01 Research Grant
|
||||
|
||||
**Page Limits** (Research Strategy):
|
||||
|
||||
| Component | Page Limit | Font | Spacing |
|
||||
|-----------|-----------|------|---------|
|
||||
| **Specific Aims** | 1 page | Arial 11pt minimum | Any |
|
||||
| **Research Strategy** | 12 pages | Arial 11pt minimum | 0.5 inch margins minimum |
|
||||
| - Significance | Part of 12 | | |
|
||||
| - Innovation | Part of 12 | | |
|
||||
| - Approach | Part of 12 | | |
|
||||
| **Bibliography** | No limit | Arial 11pt | |
|
||||
| **Biographical Sketch** | 5 pages per person | Arial 11pt | |
|
||||
|
||||
**Margins**: 0.5 inch minimum (all sides)
|
||||
**Paper Size**: Letter (8.5 × 11 inches)
|
||||
|
||||
---
|
||||
|
||||
### NIH Specific Aims Page (1 page)
|
||||
|
||||
**THE MOST CRITICAL COMPONENT**
|
||||
|
||||
**Structure** (recommended):
|
||||
|
||||
1. **Opening paragraph** (2-3 sentences)
|
||||
- Hook: Significance of problem
|
||||
- Gap: What's not known
|
||||
|
||||
2. **Long-term goal** (1 sentence)
|
||||
- Overarching research vision
|
||||
|
||||
3. **Objective** (1-2 sentences)
|
||||
- What this proposal will accomplish
|
||||
- Central hypothesis
|
||||
|
||||
4. **Rationale** (2-3 sentences)
|
||||
- Why you expect success
|
||||
- Preliminary data supporting hypothesis
|
||||
|
||||
5. **Specific Aims** (3 aims typical)
|
||||
- **Aim 1**: [Title]. [1-2 sentence description. Working hypothesis. Expected outcome.]
|
||||
- **Aim 2**: [Title]. [1-2 sentence description. Working hypothesis. Expected outcome.]
|
||||
- **Aim 3**: [Title]. [1-2 sentence description. Working hypothesis. Expected outcome.]
|
||||
|
||||
6. **Payoff paragraph** (2-3 sentences)
|
||||
- Impact and significance
|
||||
- Innovation
|
||||
- Future directions
|
||||
|
||||
**Best Practices**:
|
||||
- Crystal clear, compelling narrative
|
||||
- State hypothesis explicitly
|
||||
- Explain expected outcomes
|
||||
- Show innovation and impact
|
||||
|
||||
**Template**: `assets/grants/nih_specific_aims.tex`
|
||||
|
||||
---
|
||||
|
||||
### NIH Research Strategy (12 pages)
|
||||
|
||||
**Required Sections**:
|
||||
|
||||
#### 1. Significance (typically 2-3 pages)
|
||||
- **Importance**: Critical barrier to progress
|
||||
- **Knowledge gap**: What's not known
|
||||
- **Impact**: How project advances field
|
||||
- **Rigor**: Scientific premise/prior work
|
||||
- **References**: Cite key literature
|
||||
|
||||
#### 2. Innovation (typically 1-2 pages)
|
||||
- **Novelty**: New concepts, approaches, methods
|
||||
- **Challenge paradigms**: Shift thinking
|
||||
- **Refined/new methodologies**: Technical innovation
|
||||
- **Novel applications**: Existing tools in new ways
|
||||
|
||||
#### 3. Approach (typically 7-9 pages)
|
||||
**For Each Aim**:
|
||||
- **Rationale**: Why this aim
|
||||
- **Experimental design**: Detailed methods
|
||||
- **Expected outcomes**: What results mean
|
||||
- **Potential problems & alternatives**: Mitigation strategies
|
||||
- **Rigor and reproducibility**: Controls, replication, statistics
|
||||
- **Timeline**: When each aim completed
|
||||
|
||||
**Additional Approach Content**:
|
||||
- Preliminary data (critical for R01)
|
||||
- Power analyses for sample sizes
|
||||
- Statistical analysis plans
|
||||
- Rigor of prior research cited
|
||||
|
||||
---
|
||||
|
||||
### NIH Biographical Sketch (5 pages)
|
||||
|
||||
**Sections** (NIH format):
|
||||
1. **Personal Statement** (4 sentences explaining why you're suited)
|
||||
2. **Positions, Honors, and Scientific Appointments**
|
||||
3. **Contributions to Science** (Up to 5 contributions, up to 4 pubs each)
|
||||
4. **Research Support** (current and completed grants, overlap checked)
|
||||
|
||||
**Format**: Must use NIH template (fillable PDF or format page)
|
||||
|
||||
---
|
||||
|
||||
### NIH Review Criteria
|
||||
|
||||
**Scored Criteria** (1-9 scale, 1=best):
|
||||
1. **Significance**: Importance, impact
|
||||
2. **Investigator(s)**: Qualifications, track record
|
||||
3. **Innovation**: Novel concepts, methods
|
||||
4. **Approach**: Feasibility, rigor, design
|
||||
5. **Environment**: Institutional support, resources
|
||||
|
||||
**Additional Considerations** (not scored but noted):
|
||||
- Vertebrate animals
|
||||
- Biohazards
|
||||
- Human subjects protections
|
||||
- Inclusion of women, minorities, children
|
||||
- Budget appropriateness
|
||||
|
||||
**Overall Impact Score**: 1-9 (synthesizes all criteria)
|
||||
|
||||
---
|
||||
|
||||
### NIH R21 (Exploratory Grant)
|
||||
|
||||
**Key Differences from R01**:
|
||||
- **Research Strategy**: 6 pages (vs. 12 for R01)
|
||||
- **Duration**: 2 years maximum
|
||||
- **Budget**: $275K total costs over 2 years
|
||||
- **Preliminary data**: Not required (exploratory nature)
|
||||
- **Purpose**: High-risk, high-reward projects; new directions
|
||||
|
||||
**When to Choose R21 vs. R01**:
|
||||
- R21: Early-stage, limited preliminary data, high-risk
|
||||
- R01: Established line of research, strong preliminary data
|
||||
|
||||
---
|
||||
|
||||
### NIH K Awards (Career Development)
|
||||
|
||||
**Mechanisms**:
|
||||
- **K01**: Mentored Research Scientist Development Award
|
||||
- **K08**: Mentored Clinical Scientist Research Career Development Award
|
||||
- **K23**: Mentored Patient-Oriented Research Career Development Award
|
||||
- **K99/R00**: Pathway to Independence Award (postdoc to faculty)
|
||||
|
||||
**Key Components**:
|
||||
- **Career Development Plan**: Training goals, timeline
|
||||
- **Research Plan**: 6-12 pages (mechanism-dependent)
|
||||
- **Mentor(s)**: Letters of support, mentoring plan
|
||||
- **Institutional Commitment**: Environment, resources
|
||||
- **Protected Time**: 75% research effort typical
|
||||
|
||||
---
|
||||
|
||||
### NIH Budget
|
||||
|
||||
**Modular vs. Detailed**:
|
||||
- **Modular**: ≤$250K direct costs per year (25K increments)
|
||||
- **Detailed**: >$250K direct costs per year
|
||||
|
||||
**Modular Budget**: Only need budget justification for personnel, consortium, equipment >$25K
|
||||
|
||||
**Budget Period**: Year-by-year (usually 5 years for R01)
|
||||
|
||||
---
|
||||
|
||||
### NIH LaTeX Templates
|
||||
|
||||
- **R01 Full Proposal**: `assets/grants/nih_r01_template.tex`
|
||||
- **Specific Aims**: `assets/grants/nih_specific_aims.tex`
|
||||
- **Biographical Sketch**: Use NIH fillable PDF or format page
|
||||
|
||||
**Resources**:
|
||||
- NIH Application Guide: https://grants.nih.gov/grants/how-to-apply-application-guide.html
|
||||
- SF424 Forms: https://grants.nih.gov/grants/how-to-apply-application-guide/forms-e/general-forms-e.pdf
|
||||
|
||||
---
|
||||
|
||||
## DOE (Department of Energy)
|
||||
|
||||
### Overview
|
||||
|
||||
**Agency**: U.S. Department of Energy
|
||||
**Offices**:
|
||||
- **Office of Science**: Basic research (BES, BER, ASCR, NP, HEP, FES)
|
||||
- **ARPA-E**: High-risk, high-reward energy technologies
|
||||
- **EERE**: Energy efficiency and renewable energy
|
||||
|
||||
**Typical Award**: $200K-$1M per year, 3 years
|
||||
**Success Rate**: 10-30% (varies by program)
|
||||
|
||||
---
|
||||
|
||||
### DOE Office of Science Proposal
|
||||
|
||||
**Page Limits** (typical, varies by FOA):
|
||||
|
||||
| Component | Page Limit | Format |
|
||||
|-----------|-----------|--------|
|
||||
| **Project Narrative** | 10-20 pages | Times 11pt, 1" margins |
|
||||
| **References** | No limit | |
|
||||
| **Budget Justification** | 3-5 pages | |
|
||||
| **Biographical Sketches** | 2-3 pages each | |
|
||||
| **Current & Pending** | No limit | |
|
||||
| **Facilities & Resources** | No limit | |
|
||||
| **Data Management Plan** | 2 pages | |
|
||||
|
||||
---
|
||||
|
||||
### DOE Project Narrative Structure
|
||||
|
||||
**Typical Sections**:
|
||||
|
||||
1. **Background and Significance** (2-3 pages)
|
||||
- Energy relevance
|
||||
- Current state of knowledge
|
||||
- Research need
|
||||
|
||||
2. **Preliminary Work** (1-2 pages)
|
||||
- Team's qualifications
|
||||
- Relevant prior results
|
||||
|
||||
3. **Research Plan** (10-15 pages)
|
||||
- **Objectives**: Clear goals
|
||||
- **Technical approach**: Detailed methods
|
||||
- **Milestones and deliverables**: Specific, measurable
|
||||
- **Timeline**: Gantt chart common
|
||||
- **Team and management**: Roles, collaboration
|
||||
|
||||
4. **Broader Impacts** (1-2 pages)
|
||||
- Workforce development
|
||||
- Technology transfer potential
|
||||
- Publications and dissemination
|
||||
|
||||
---
|
||||
|
||||
### DOE-Specific Requirements
|
||||
|
||||
**Energy Relevance**: Must clearly tie to DOE mission
|
||||
- Basic science: Fundamental understanding for energy applications
|
||||
- Applied: Energy efficiency, renewable energy, grid, storage
|
||||
|
||||
**Technology Readiness Levels (TRLs)**: Often required to specify
|
||||
- **TRL 1-3**: Basic research, proof of concept
|
||||
- **TRL 4-6**: Component/subsystem validation
|
||||
- **TRL 7-9**: System demonstration, deployment
|
||||
|
||||
**National Laboratory Collaboration**: Encouraged
|
||||
- Include lab scientists as co-PIs or collaborators
|
||||
- Letter of collaboration from lab
|
||||
|
||||
**Cost Sharing**: Sometimes required (check FOA)
|
||||
- Can be in-kind (equipment, time)
|
||||
- Must be documented
|
||||
|
||||
---
|
||||
|
||||
### DOE Budget Considerations
|
||||
|
||||
**Allowable Costs**:
|
||||
- Personnel (salaries, benefits)
|
||||
- Equipment
|
||||
- Travel (especially to DOE national labs)
|
||||
- Materials and supplies
|
||||
- Subcontracts
|
||||
- Indirect costs (negotiated F&A rate)
|
||||
|
||||
**Unallowable**:
|
||||
- Construction
|
||||
- Entertainment
|
||||
- Some indirect costs (depends on institution type)
|
||||
|
||||
---
|
||||
|
||||
### DOE LaTeX Template
|
||||
|
||||
**Template**: `assets/grants/doe_proposal_template.tex`
|
||||
|
||||
**Resources**:
|
||||
- DOE Office of Science Funding: https://science.osti.gov/grants
|
||||
- EERE Funding: https://www.energy.gov/eere/funding/eere-funding-opportunities
|
||||
|
||||
---
|
||||
|
||||
## DARPA (Defense Advanced Research Projects Agency)
|
||||
|
||||
### Overview
|
||||
|
||||
**Agency**: Defense Advanced Research Projects Agency (DoD)
|
||||
**Mission**: High-risk, high-reward research for national security
|
||||
**Typical Award**: $500K-$5M per year, 2-4 years
|
||||
**Success Rate**: 5-15% (highly competitive)
|
||||
|
||||
---
|
||||
|
||||
### DARPA BAA (Broad Agency Announcement) Response
|
||||
|
||||
**Page Limits** (typical, varies by BAA):
|
||||
|
||||
| Component | Page Limit | Format |
|
||||
|-----------|-----------|--------|
|
||||
| **Technical and Management Proposal** | 20-25 pages | Times 12pt, 1" margins |
|
||||
| **Cost Proposal** | Separate volume | |
|
||||
|
||||
---
|
||||
|
||||
### DARPA Technical Proposal Structure
|
||||
|
||||
**Key Sections**:
|
||||
|
||||
1. **Executive Summary** (1 page)
|
||||
- Vision and impact
|
||||
- Technical approach overview
|
||||
- Team qualifications
|
||||
|
||||
2. **Heilmeier Catechism** (1-2 pages)
|
||||
DARPA requires answering these questions:
|
||||
- **What are you trying to do?** Articulate objectives without jargon
|
||||
- **How is it done today? Limitations?** Current practice and shortcomings
|
||||
- **What is new in your approach?** Innovation
|
||||
- **Who cares?** Impact if successful
|
||||
- **If successful, what difference will it make?** Transformation
|
||||
- **What are the risks?** Technical risks and mitigation
|
||||
- **How much will it cost?** Budget overview
|
||||
- **How long will it take?** Timeline
|
||||
- **What are the mid-term and final exams?** Milestones for success
|
||||
|
||||
3. **Technical Approach** (10-15 pages)
|
||||
- Detailed technical plan
|
||||
- Task breakdown
|
||||
- Risk mitigation
|
||||
- Innovation justification
|
||||
|
||||
4. **Management Plan** (2-3 pages)
|
||||
- Team organization
|
||||
- Key personnel roles
|
||||
- Collaboration approach
|
||||
- Milestone schedule (Gantt chart)
|
||||
|
||||
5. **Capabilities and Experience** (2-3 pages)
|
||||
- Team qualifications
|
||||
- Relevant facilities and equipment
|
||||
- Similar past programs
|
||||
|
||||
6. **Transition Plan** (1-2 pages)
|
||||
- Path to DoD transition
|
||||
- End users identified
|
||||
- Technology transfer approach
|
||||
|
||||
---
|
||||
|
||||
### DARPA-Specific Considerations
|
||||
|
||||
**Engagement with Program Manager (PM)**:
|
||||
- **Strongly encouraged** to contact PM before submission
|
||||
- Discuss idea alignment with program goals
|
||||
- PM can provide feedback on approach
|
||||
|
||||
**Transformative Impact**:
|
||||
- Must demonstrate potential for "game-changing" impact
|
||||
- Not incremental improvements
|
||||
|
||||
**Technical Risk**:
|
||||
- High-risk approaches acceptable (even encouraged)
|
||||
- Must show mitigation strategies
|
||||
|
||||
**National Security Relevance**:
|
||||
- Clear connection to defense applications
|
||||
- Dual-use (civilian + military) often valuable
|
||||
|
||||
**Metrics for Success**:
|
||||
- Quantifiable milestones
|
||||
- "Go/no-go" decision points
|
||||
|
||||
---
|
||||
|
||||
### DARPA Budget
|
||||
|
||||
**Full Cost Accounting**: Detailed justification required
|
||||
- **Labor**: Hourly rates, hours per task
|
||||
- **Materials**: Itemized
|
||||
- **Equipment**: Justification for purchases
|
||||
- **Travel**: Specific trips with purpose
|
||||
- **Subcontracts**: Detailed subcontract budgets
|
||||
- **Indirect Costs**: Negotiated rates
|
||||
|
||||
**Cost Realism**: Budget must be realistic for proposed work
|
||||
|
||||
---
|
||||
|
||||
### DARPA LaTeX Template
|
||||
|
||||
**Template**: `assets/grants/darpa_baa_response.tex`
|
||||
|
||||
**Resources**:
|
||||
- DARPA Opportunities: https://www.darpa.mil/work-with-us/opportunities
|
||||
- BAA Listings: SAM.gov (formerly FedBizOpps)
|
||||
|
||||
---
|
||||
|
||||
## Private Foundations
|
||||
|
||||
### Gates Foundation
|
||||
|
||||
**Focus Areas**: Global health, poverty alleviation, education
|
||||
**Typical Award**: Varies widely ($100K to $10M+)
|
||||
|
||||
**Proposal Requirements**:
|
||||
- **Letter of Inquiry** (2-3 pages): Initial screening
|
||||
- **Full Proposal** (if invited): 10-15 pages
|
||||
- **Theory of Change**: How intervention leads to impact
|
||||
- **Monitoring & Evaluation**: Metrics, data collection
|
||||
|
||||
**Key Emphases**:
|
||||
- Scalability and sustainability
|
||||
- Impact in low-resource settings
|
||||
- Partnerships with local organizations
|
||||
- Data-driven decision making
|
||||
|
||||
---
|
||||
|
||||
### Wellcome Trust
|
||||
|
||||
**Focus**: Biomedical research, global health
|
||||
**Geographic**: UK and international
|
||||
**Typical Award**: £100K to £5M
|
||||
|
||||
**Proposal Format** (varies by scheme):
|
||||
- **Investigator Awards**: Track record and research vision
|
||||
- **Project Grants**: Specific research project
|
||||
- **Career Development**: Early/mid-career researchers
|
||||
|
||||
**Requirements**:
|
||||
- Research plan
|
||||
- Track record
|
||||
- Value for money justification
|
||||
- Patient and public involvement
|
||||
|
||||
---
|
||||
|
||||
### Howard Hughes Medical Institute (HHMI)
|
||||
|
||||
**Type**: Investigator appointments (not grants)
|
||||
**Award**: ~$9M over 7 years (renewable)
|
||||
**Focus**: Biomedical research, early-career scientists
|
||||
|
||||
**Selection**:
|
||||
- Nomination by institution
|
||||
- Track record of innovation
|
||||
- Research vision for next 5-7 years
|
||||
- Scientific leadership potential
|
||||
|
||||
---
|
||||
|
||||
### Chan Zuckerberg Initiative (CZI)
|
||||
|
||||
**Focus**: Science, education, justice & opportunity
|
||||
**Award Types**:
|
||||
- **Imaging**: Advanced imaging technologies
|
||||
- **Neurodegeneration Challenge**: AD, ALS, PD, FTD
|
||||
- **Single-Cell Biology**: Tools and resources
|
||||
|
||||
**Emphasis**:
|
||||
- Open science (data sharing, open-source)
|
||||
- Collaboration across institutions
|
||||
- Technology development
|
||||
- Diversity and inclusion
|
||||
|
||||
---
|
||||
|
||||
## Quick Reference Table
|
||||
|
||||
| Agency | Typical Award | Duration | Key Criteria | Template |
|
||||
|--------|--------------|----------|--------------|----------|
|
||||
| **NSF** | $100K-500K/yr | 3-5 yrs | Intellectual Merit + Broader Impacts | `nsf_proposal_template.tex` |
|
||||
| **NIH R01** | $250K-500K/yr | 5 yrs | Significance, Innovation, Approach | `nih_r01_template.tex` |
|
||||
| **NIH R21** | $275K total | 2 yrs | Exploratory, high-risk | `nih_r21_template.tex` |
|
||||
| **DOE** | $200K-1M/yr | 3 yrs | Energy relevance, TRLs | `doe_proposal_template.tex` |
|
||||
| **DARPA** | $500K-5M/yr | 2-4 yrs | Transformative, Heilmeier | `darpa_baa_response.tex` |
|
||||
|
||||
---
|
||||
|
||||
## General Best Practices
|
||||
|
||||
### Writing Effective Proposals
|
||||
|
||||
1. **Start early**: 2-3 months minimum
|
||||
2. **Read the call carefully**: Follow requirements exactly
|
||||
3. **Know your reviewers**: Write for expert audience
|
||||
4. **Tell a story**: Compelling narrative with clear logic
|
||||
5. **Be specific**: Concrete objectives, methods, outcomes
|
||||
6. **Show feasibility**: Preliminary data, expertise
|
||||
7. **Address weaknesses**: Acknowledge and mitigate risks
|
||||
|
||||
### Common Mistakes to Avoid
|
||||
|
||||
1. **Vague objectives**: "Understand X" → "Determine whether X causes Y"
|
||||
2. **Lack of innovation**: Incremental vs. transformative
|
||||
3. **Poor broader impacts** (NSF): Generic, unintegrated
|
||||
4. **Weak specific aims** (NIH): Most critical page!
|
||||
5. **Missing preliminary data**: Show feasibility
|
||||
6. **Unrealistic timeline**: Be honest about what's achievable
|
||||
7. **Formatting violations**: Auto-rejection possible
|
||||
8. **Typos and errors**: Suggests lack of care
|
||||
|
||||
### Timeline for Proposal Development
|
||||
|
||||
**3 months before deadline**:
|
||||
- Identify opportunity
|
||||
- Assemble team
|
||||
- Outline aims/objectives
|
||||
|
||||
**2 months before**:
|
||||
- Draft aims/objectives
|
||||
- Preliminary budget
|
||||
- Contact program officer (if allowed)
|
||||
|
||||
**1 month before**:
|
||||
- Full first draft
|
||||
- Internal review
|
||||
- Revise based on feedback
|
||||
|
||||
**2 weeks before**:
|
||||
- Final revisions
|
||||
- Proofread carefully
|
||||
- Assemble all documents
|
||||
|
||||
**1 week before**:
|
||||
- Institutional review/approval
|
||||
- Budget finalization
|
||||
- Submission system upload
|
||||
|
||||
**2 days before**:
|
||||
- Final check
|
||||
- Submit (don't wait until deadline!)
|
||||
|
||||
---
|
||||
|
||||
## Resources
|
||||
|
||||
### Grant Writing Guides
|
||||
- NSF PAPPG: https://www.nsf.gov/publications/pub_summ.jsp?ods_key=pappg
|
||||
- NIH Application Guide: https://grants.nih.gov/grants/how-to-apply-application-guide.html
|
||||
- GrantForward (database): https://www.grantforward.com/
|
||||
- Pivot (database): https://pivot.proquest.com/
|
||||
|
||||
### Institutional Resources
|
||||
- Office of Sponsored Research (OSR)
|
||||
- Grant writing workshops
|
||||
- Internal mock reviews
|
||||
- Budget/compliance offices
|
||||
|
||||
---
|
||||
|
||||
## Summary
|
||||
|
||||
**Key Takeaways**:
|
||||
|
||||
1. **Know the agency**: Different missions, different emphases
|
||||
2. **Follow the rules**: Page limits, fonts, margins strictly enforced
|
||||
3. **Tell a compelling story**: Clear problem, innovative solution, feasible plan
|
||||
4. **Demonstrate impact**: Intellectual merit (NSF/NIH) or mission relevance (DOE/DARPA)
|
||||
5. **Show feasibility**: Preliminary data, team expertise, resources
|
||||
6. **Budget realistically**: Justify all costs
|
||||
7. **Proofread carefully**: Typos undermine credibility
|
||||
8. **Submit early**: Technical glitches happen
|
||||
|
||||
**Remember**: Grant writing is a skill developed over time. Seek feedback, revise, and persist!
|
||||
|
||||
486
skills/venue-templates/references/journals_formatting.md
Normal file
486
skills/venue-templates/references/journals_formatting.md
Normal file
@@ -0,0 +1,486 @@
|
||||
# Journal Formatting Requirements
|
||||
|
||||
Comprehensive formatting requirements and submission guidelines for major scientific journals across disciplines.
|
||||
|
||||
**Last Updated**: 2024
|
||||
|
||||
---
|
||||
|
||||
## Nature Portfolio
|
||||
|
||||
### Nature
|
||||
|
||||
**Journal Type**: Top-tier multidisciplinary science journal
|
||||
**Publisher**: Nature Publishing Group
|
||||
**Impact Factor**: ~64 (varies by year)
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: Articles ~3,000 words (excluding Methods, References, Figure Legends)
|
||||
- **Structure**: Title, Authors, Affiliations, Abstract (≤200 words), Main text, Methods, References, Acknowledgements, Author Contributions, Competing Interests, Figure Legends
|
||||
- **Format**: Single column for submission (final published version is two-column)
|
||||
- **Font**: Any standard font (Times, Arial, Helvetica), 12pt
|
||||
- **Line spacing**: Double-spaced
|
||||
- **Margins**: 2.5 cm (1 inch) all sides
|
||||
- **Page numbers**: Required on all pages
|
||||
- **Citations**: Numbered sequentially in superscript¹'²'³
|
||||
- **References**: Nature style (abbreviated journal names)
|
||||
- Format: Author, A. A., Author, B. B. & Author, C. C. Article title. *Journal Abbrev.* **vol**, pages (year).
|
||||
- Example: Watson, J. D. & Crick, F. H. C. Molecular structure of nucleic acids. *Nature* **171**, 737–738 (1953).
|
||||
- **Figures**:
|
||||
- Format: TIFF, EPS, PDF (vector preferred)
|
||||
- Resolution: 300-600 dpi for photos, 1000 dpi for line art
|
||||
- Color: RGB or CMYK
|
||||
- Size: Fit to single column (89 mm) or double column (183 mm)
|
||||
- Legends: Provided separately, not embedded in figure
|
||||
- **Tables**: Editable format (Word, Excel), not as images
|
||||
- **Supplementary Info**: Unlimited, PDF format preferred
|
||||
|
||||
**LaTeX Template**: `assets/journals/nature_article.tex`
|
||||
|
||||
**Author Guidelines**: https://www.nature.com/nature/for-authors
|
||||
|
||||
---
|
||||
|
||||
### Nature Communications
|
||||
|
||||
**Journal Type**: Open-access multidisciplinary journal
|
||||
**Publisher**: Nature Publishing Group
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: No strict limit (typically 5,000-8,000 words)
|
||||
- **Structure**: Same as Nature (Title, Abstract, Main text, Methods, References, etc.)
|
||||
- **Format**: Single column
|
||||
- **Font**: Times New Roman, Arial, or similar, 12pt
|
||||
- **Line spacing**: Double-spaced
|
||||
- **Margins**: 2.5 cm all sides
|
||||
- **Citations**: Numbered sequentially in superscript
|
||||
- **References**: Nature style (same as Nature)
|
||||
- **Figures**: Same requirements as Nature
|
||||
- **Tables**: Same requirements as Nature
|
||||
- **Open Access**: All articles are open access (APC applies)
|
||||
|
||||
**LaTeX Template**: `assets/journals/nature_communications.tex`
|
||||
|
||||
---
|
||||
|
||||
### Nature Methods, Nature Biotechnology, Nature Machine Intelligence
|
||||
|
||||
**Formatting**: Same as Nature Communications (Nature family journals share similar formatting)
|
||||
|
||||
**Discipline-Specific Notes**:
|
||||
- **Nature Methods**: Emphasize methodological innovation and validation
|
||||
- **Nature Biotechnology**: Focus on biotechnology applications and translation
|
||||
- **Nature Machine Intelligence**: AI/ML applications across disciplines
|
||||
|
||||
---
|
||||
|
||||
## Science Family
|
||||
|
||||
### Science
|
||||
|
||||
**Journal Type**: Top-tier multidisciplinary science journal
|
||||
**Publisher**: American Association for the Advancement of Science (AAAS)
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**:
|
||||
- Research Articles: 2,500 words (text only, excluding refs/figs)
|
||||
- Reports: 2,500 words maximum
|
||||
- **Structure**: Title, Authors, Affiliations, Abstract (≤125 words), Main text, Materials and Methods, References, Acknowledgments, Supplementary Materials
|
||||
- **Format**: Single column for submission
|
||||
- **Font**: Times New Roman, 12pt
|
||||
- **Line spacing**: Double-spaced
|
||||
- **Margins**: 1 inch all sides
|
||||
- **Citations**: Numbered sequentially in parentheses (1, 2, 3)
|
||||
- **References**: Science style (no article titles in main refs, moved to supplementary)
|
||||
- Format: A. Author, B. Author, *Journal Abbrev.* **vol**, pages (year).
|
||||
- Example: J. D. Watson, F. H. C. Crick, *Nature* **171**, 737 (1953).
|
||||
- **Figures**:
|
||||
- Format: PDF, EPS, TIFF
|
||||
- Resolution: 300 dpi minimum
|
||||
- Color: RGB
|
||||
- Size: Maximum width 9 cm (single column) or 18.3 cm (double column)
|
||||
- Figures count toward page limit
|
||||
- **Tables**: Include in main text or as separate files
|
||||
- **Supplementary Materials**: Extensive materials allowed
|
||||
|
||||
**LaTeX Template**: `assets/journals/science_article.tex`
|
||||
|
||||
**Author Guidelines**: https://www.science.org/content/page/instructions-authors
|
||||
|
||||
---
|
||||
|
||||
### Science Advances
|
||||
|
||||
**Journal Type**: Open-access multidisciplinary journal
|
||||
**Publisher**: AAAS
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: No strict word limit (but concise writing encouraged)
|
||||
- **Structure**: Similar to Science (more flexible)
|
||||
- **Format**: Single column
|
||||
- **Font**: Times New Roman, 12pt
|
||||
- **Citations**: Numbered in parentheses
|
||||
- **References**: Science style
|
||||
- **Figures**: Same as Science
|
||||
- **Open Access**: All articles open access
|
||||
|
||||
**LaTeX Template**: `assets/journals/science_advances.tex`
|
||||
|
||||
---
|
||||
|
||||
## PLOS (Public Library of Science)
|
||||
|
||||
### PLOS ONE
|
||||
|
||||
**Journal Type**: Open-access multidisciplinary journal
|
||||
**Publisher**: Public Library of Science
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: No maximum length
|
||||
- **Structure**: Title, Authors, Affiliations, Abstract, Introduction, Materials and Methods, Results, Discussion, Conclusions (optional), References, Supporting Information
|
||||
- **Format**: Editable file (LaTeX, Word, RTF)
|
||||
- **Font**: Times, Arial, or Helvetica, 10-12pt
|
||||
- **Line spacing**: Double-spaced
|
||||
- **Margins**: 1 inch (2.54 cm) all sides
|
||||
- **Page numbers**: Required
|
||||
- **Citations**: Vancouver style, numbered in brackets [1], [2], [3]
|
||||
- **References**: Vancouver/NLM format
|
||||
- Format: Author AA, Author BB, Author CC. Article title. Journal Abbrev. Year;vol(issue):pages. doi:xx.xxxx
|
||||
- Example: Watson JD, Crick FHC. Molecular structure of nucleic acids. Nature. 1953;171(4356):737-738.
|
||||
- **Figures**:
|
||||
- Format: TIFF, EPS, PDF, PNG
|
||||
- Resolution: 300-600 dpi
|
||||
- Color: RGB
|
||||
- Legends: Provided in main text after references
|
||||
- **Tables**: Editable format, one per page
|
||||
- **Data Availability**: Statement required
|
||||
- **Open Access**: All articles open access (APC applies)
|
||||
|
||||
**LaTeX Template**: `assets/journals/plos_one.tex`
|
||||
|
||||
**Author Guidelines**: https://journals.plos.org/plosone/s/submission-guidelines
|
||||
|
||||
---
|
||||
|
||||
### PLOS Biology, PLOS Computational Biology, etc.
|
||||
|
||||
**Formatting**: Similar to PLOS ONE with discipline-specific variations
|
||||
|
||||
**Key Differences**:
|
||||
- PLOS Biology: More selective, emphasizes broad significance
|
||||
- PLOS Comp Bio: Focus on computational methods and models
|
||||
|
||||
---
|
||||
|
||||
## Cell Press
|
||||
|
||||
### Cell
|
||||
|
||||
**Journal Type**: Top-tier biology journal
|
||||
**Publisher**: Cell Press (Elsevier)
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**:
|
||||
- Articles: ~5,000 words (excluding Methods, References)
|
||||
- Short Articles: ~2,500 words
|
||||
- **Structure**: Summary (≤150 words), Keywords, Introduction, Results, Discussion, Experimental Procedures, Acknowledgments, Author Contributions, Declaration of Interests, References
|
||||
- **Format**: Double-spaced
|
||||
- **Font**: 12pt
|
||||
- **Margins**: 1 inch all sides
|
||||
- **Citations**: Author-year format (Smith et al., 2023)
|
||||
- **References**: Cell style
|
||||
- Format: Author, A.A., and Author, B.B. (Year). Title. *Journal* vol, pages.
|
||||
- Example: Watson, J.D., and Crick, F.H. (1953). Molecular structure of nucleic acids. *Nature* 171, 737-738.
|
||||
- **Figures**:
|
||||
- Format: TIFF, EPS preferred
|
||||
- Resolution: 300 dpi photos, 1000 dpi line art
|
||||
- Color: RGB or CMYK
|
||||
- Multipanel figures common
|
||||
- **Tables**: Editable format
|
||||
- **eTOC Blurb**: 30-50 word summary required
|
||||
- **Graphical Abstract**: Required
|
||||
|
||||
**LaTeX Template**: `assets/journals/cell_article.tex`
|
||||
|
||||
**Author Guidelines**: https://www.cell.com/cell/authors
|
||||
|
||||
---
|
||||
|
||||
### Neuron, Immunity, Molecular Cell, Developmental Cell
|
||||
|
||||
**Formatting**: Similar to Cell with discipline-specific expectations
|
||||
|
||||
---
|
||||
|
||||
## IEEE Transactions
|
||||
|
||||
### IEEE Transactions on [Various Topics]
|
||||
|
||||
**Journal Type**: Engineering and computer science journals
|
||||
**Publisher**: Institute of Electrical and Electronics Engineers
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: Varies by transaction (typically 8-12 pages in final format)
|
||||
- **Structure**: Abstract, Index Terms, Introduction, [Body sections], Conclusion, Acknowledgment, References, Biographies
|
||||
- **Format**: Two-column
|
||||
- **Font**: Times New Roman, 10pt
|
||||
- **Column spacing**: 0.17 inch (4.23 mm)
|
||||
- **Margins**:
|
||||
- Top: 19 mm (0.75 in)
|
||||
- Bottom: 25 mm (1 in)
|
||||
- Side: 17 mm (0.67 in)
|
||||
- **Citations**: Numbered in square brackets [1], [2], [3]
|
||||
- **References**: IEEE style
|
||||
- Format: [1] A. A. Author, "Title of paper," *Journal Abbrev.*, vol. x, no. x, pp. xxx-xxx, Mon. Year.
|
||||
- Example: [1] J. D. Watson and F. H. C. Crick, "Molecular structure of nucleic acids," *Nature*, vol. 171, pp. 737-738, Apr. 1953.
|
||||
- **Figures**:
|
||||
- Format: EPS, PDF (vector), TIFF (raster)
|
||||
- Resolution: 600-1200 dpi line art, 300 dpi grayscale/color
|
||||
- Color: RGB for online, CMYK for print if needed
|
||||
- Position: Top or bottom of column
|
||||
- **Tables**: LaTeX table environment, positioned at top/bottom
|
||||
- **Equations**: Numbered consecutively
|
||||
|
||||
**LaTeX Template**: `assets/journals/ieee_trans.tex`
|
||||
|
||||
**Author Guidelines**: https://journals.ieeeauthorcenter.ieee.org/
|
||||
|
||||
---
|
||||
|
||||
### IEEE Access
|
||||
|
||||
**Journal Type**: Open-access multidisciplinary engineering journal
|
||||
**Publisher**: IEEE
|
||||
|
||||
**Formatting**: Similar to IEEE Transactions
|
||||
- **Length**: No page limits
|
||||
- **Open Access**: All articles open access
|
||||
- **Rapid publication**: Faster review than Transactions
|
||||
|
||||
**LaTeX Template**: `assets/journals/ieee_access.tex`
|
||||
|
||||
---
|
||||
|
||||
## ACM Publications
|
||||
|
||||
### ACM Transactions
|
||||
|
||||
**Journal Type**: Computer science transactions
|
||||
**Publisher**: Association for Computing Machinery
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: No strict limit
|
||||
- **Structure**: Abstract, CCS Concepts, Keywords, ACM Reference Format, Introduction, [Body], Conclusion, Acknowledgments, References
|
||||
- **Format**: Two-column (final), single-column for submission OK
|
||||
- **Font**: Depends on template (usually 9-10pt)
|
||||
- **Class**: Use `acmart` LaTeX document class
|
||||
- **Citations**: Numbered [1] or author-year depending on venue
|
||||
- **References**: ACM style
|
||||
- Format: Author. Year. Title. Journal vol, issue (Year), pages. DOI
|
||||
- Example: James D. Watson and Francis H. C. Crick. 1953. Molecular structure of nucleic acids. Nature 171, 4356 (1953), 737-738. https://doi.org/10.1038/171737a0
|
||||
- **Figures**: EPS, PDF (vector preferred), high-resolution raster
|
||||
- **CCS Concepts**: Required (ACM Computing Classification System)
|
||||
- **Keywords**: Required
|
||||
|
||||
**LaTeX Template**: `assets/journals/acm_article.tex`
|
||||
|
||||
**Author Guidelines**: https://www.acm.org/publications/authors
|
||||
|
||||
---
|
||||
|
||||
## Springer Journals
|
||||
|
||||
### General Springer Journals
|
||||
|
||||
**Publisher**: Springer Nature
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: Varies by journal (check specific journal)
|
||||
- **Format**: Single column for submission (LaTeX or Word)
|
||||
- **Font**: 10-12pt
|
||||
- **Line spacing**: Double or 1.5
|
||||
- **Citations**: Numbered or author-year (varies by journal)
|
||||
- **References**: Springer style (similar to Vancouver or author-year)
|
||||
- Numbered: Author AA, Author BB (Year) Title. Journal vol:pages
|
||||
- Author-year: Author AA, Author BB (Year) Title. Journal vol:pages
|
||||
- **Figures**: TIFF, EPS, PDF; 300+ dpi
|
||||
- **Tables**: Editable format
|
||||
- **Document Class**: `svjour3` for many Springer journals
|
||||
|
||||
**LaTeX Template**: `assets/journals/springer_article.tex`
|
||||
|
||||
**Author Guidelines**: Varies by specific journal
|
||||
|
||||
---
|
||||
|
||||
## Elsevier Journals
|
||||
|
||||
### General Elsevier Journals
|
||||
|
||||
**Publisher**: Elsevier
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: Varies widely by journal
|
||||
- **Format**: Single column (LaTeX or Word)
|
||||
- **Font**: 12pt
|
||||
- **Line spacing**: Double-spaced
|
||||
- **Citations**: Numbered or author-year (check journal guide)
|
||||
- **References**: Style varies by journal (Harvard, Vancouver, numbered)
|
||||
- Check specific journal's "Guide for Authors"
|
||||
- **Figures**: TIFF, EPS; 300+ dpi
|
||||
- **Tables**: Editable format
|
||||
- **Document Class**: `elsarticle` LaTeX class
|
||||
|
||||
**LaTeX Template**: `assets/journals/elsevier_article.tex`
|
||||
|
||||
**Author Guidelines**: https://www.elsevier.com/authors (select specific journal)
|
||||
|
||||
---
|
||||
|
||||
## BMC Journals
|
||||
|
||||
### BMC Biology, BMC Bioinformatics, etc.
|
||||
|
||||
**Publisher**: BioMed Central (Springer Nature)
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: No maximum length
|
||||
- **Structure**: Abstract (structured), Keywords, Background, [Methods/Results/Discussion], Conclusions, Abbreviations, Declarations (Ethics, Consent, Availability, Competing interests, Funding, Authors' contributions, Acknowledgements), References
|
||||
- **Format**: Single column
|
||||
- **Font**: Arial or Times, 12pt
|
||||
- **Line spacing**: Double
|
||||
- **Citations**: Vancouver style, numbered in brackets [1]
|
||||
- **References**: Vancouver/NLM format
|
||||
- **Figures**: TIFF, EPS, PNG; 300+ dpi
|
||||
- **Tables**: Editable
|
||||
- **Open Access**: All BMC journals are open access
|
||||
- **Data Availability**: Statement required
|
||||
|
||||
**LaTeX Template**: `assets/journals/bmc_article.tex`
|
||||
|
||||
**Author Guidelines**: https://www.biomedcentral.com/getpublished
|
||||
|
||||
---
|
||||
|
||||
## Frontiers Journals
|
||||
|
||||
### Frontiers in [Various Topics]
|
||||
|
||||
**Publisher**: Frontiers Media
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: Varies by article type (Research Article ~12 pages, Brief Research Report ~4 pages)
|
||||
- **Structure**: Abstract, Keywords, Introduction, Materials and Methods, Results, Discussion, Conclusion, Data Availability Statement, Ethics Statement, Author Contributions, Funding, Acknowledgments, Conflict of Interest, References
|
||||
- **Format**: Single column
|
||||
- **Font**: Times New Roman, 12pt
|
||||
- **Line spacing**: Double
|
||||
- **Citations**: Numbered (Frontiers style)
|
||||
- **References**: Frontiers format
|
||||
- Format: Author A., Author B., Author C. (Year). Title. *Journal Abbrev.* vol:pages. doi
|
||||
- Example: Watson J. D., Crick F. H. C. (1953). Molecular structure of nucleic acids. *Nature* 171:737-738. doi:10.1038/171737a0
|
||||
- **Figures**: TIFF, EPS; 300 dpi minimum
|
||||
- **Tables**: Editable
|
||||
- **Open Access**: All Frontiers journals are open access
|
||||
- **Figure Legends**: Detailed, 350 words max per figure
|
||||
|
||||
**LaTeX Template**: `assets/journals/frontiers_article.tex`
|
||||
|
||||
**Author Guidelines**: https://www.frontiersin.org/guidelines/author-guidelines
|
||||
|
||||
---
|
||||
|
||||
## Specialized Journals
|
||||
|
||||
### PNAS (Proceedings of the National Academy of Sciences)
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: 6 pages (text, figures, tables combined)
|
||||
- **Abstract**: 250 words max
|
||||
- **Significance Statement**: 120 words max (required)
|
||||
- **Structure**: Abstract, Significance, Main text, Materials and Methods, Acknowledgments, References
|
||||
- **Format**: Single column
|
||||
- **Citations**: Numbered
|
||||
- **References**: PNAS style
|
||||
- **LaTeX Class**: `pnas-new`
|
||||
|
||||
**LaTeX Template**: `assets/journals/pnas_article.tex`
|
||||
|
||||
---
|
||||
|
||||
### Physical Review Letters (PRL)
|
||||
|
||||
**Publisher**: American Physical Society
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: 4 pages (including figures and references)
|
||||
- **Format**: Two-column (REVTeX 4.2)
|
||||
- **Abstract**: No more than 600 characters
|
||||
- **Citations**: Numbered
|
||||
- **References**: APS style
|
||||
- **Document Class**: `revtex4-2`
|
||||
|
||||
**LaTeX Template**: `assets/journals/prl_article.tex`
|
||||
|
||||
---
|
||||
|
||||
### New England Journal of Medicine (NEJM)
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: Original Articles ~3,000 words
|
||||
- **Structure**: Abstract (structured, 250 words), Introduction, Methods, Results, Discussion, References
|
||||
- **Format**: Double-spaced
|
||||
- **Citations**: Numbered
|
||||
- **References**: NEJM style (modified Vancouver)
|
||||
- **Figures**: High resolution, professional quality
|
||||
- **Word submission preferred** (LaTeX less common)
|
||||
|
||||
---
|
||||
|
||||
### The Lancet
|
||||
|
||||
**Formatting Requirements**:
|
||||
- **Length**: Articles ~3,000 words
|
||||
- **Abstract**: Structured, 300 words
|
||||
- **Structure**: Panel (summary box), Introduction, Methods, Results, Discussion, References
|
||||
- **Citations**: Numbered
|
||||
- **References**: Lancet style (modified Vancouver)
|
||||
- **Word preferred** for submission
|
||||
|
||||
---
|
||||
|
||||
## Quick Reference Table
|
||||
|
||||
| Journal | Max Length | Format | Citations | Template |
|
||||
|---------|-----------|--------|-----------|----------|
|
||||
| **Nature** | ~3,000 words | Single col | Superscript | `nature_article.tex` |
|
||||
| **Science** | 2,500 words | Single col | (1) brackets | `science_article.tex` |
|
||||
| **PLOS ONE** | Unlimited | Single col | [1] Vancouver | `plos_one.tex` |
|
||||
| **Cell** | ~5,000 words | Double sp | (Author, year) | `cell_article.tex` |
|
||||
| **IEEE Trans** | 8-12 pages | Two col | [1] IEEE | `ieee_trans.tex` |
|
||||
| **ACM Trans** | Variable | Two col | [1] or author-yr | `acm_article.tex` |
|
||||
| **Springer** | Variable | Single col | Numbered/author-yr | `springer_article.tex` |
|
||||
| **BMC** | Unlimited | Single col | [1] Vancouver | `bmc_article.tex` |
|
||||
| **Frontiers** | ~12 pages | Single col | Numbered | `frontiers_article.tex` |
|
||||
|
||||
---
|
||||
|
||||
## Notes
|
||||
|
||||
1. **Always check official guidelines**: Journal requirements change; verify before submission
|
||||
2. **Template currency**: These templates are updated regularly but may lag official changes
|
||||
3. **Supplementary materials**: Most journals allow extensive supplementary materials
|
||||
4. **Preprint policies**: Check journal's preprint policy (most allow arXiv, bioRxiv)
|
||||
5. **Open access options**: Many subscription journals offer open access for a fee
|
||||
6. **LaTeX vs. Word**: Most journals accept both; LaTeX preferred for math-heavy content
|
||||
|
||||
## Getting Official Templates
|
||||
|
||||
Many journals provide official LaTeX templates:
|
||||
- **Nature**: Download from journal website
|
||||
- **IEEE**: IEEEtran class (widely available)
|
||||
- **ACM**: acmart class (CTAN)
|
||||
- **Elsevier**: elsarticle class (CTAN)
|
||||
- **Springer**: svjour3 class (journal website)
|
||||
|
||||
Check journal's "For Authors" or "Submit" page for the most current templates.
|
||||
|
||||
628
skills/venue-templates/references/posters_guidelines.md
Normal file
628
skills/venue-templates/references/posters_guidelines.md
Normal file
@@ -0,0 +1,628 @@
|
||||
# Research Poster Guidelines
|
||||
|
||||
Comprehensive guidelines for creating effective academic research posters including sizing, layout, typography, and design best practices.
|
||||
|
||||
**Last Updated**: 2024
|
||||
|
||||
---
|
||||
|
||||
## Standard Poster Sizes
|
||||
|
||||
### International Sizes (ISO 216)
|
||||
|
||||
| Size | Dimensions (mm) | Dimensions (inches) | Common Use |
|
||||
|------|----------------|---------------------|------------|
|
||||
| **A0** | 841 × 1189 | 33.1 × 46.8 | Most common international standard |
|
||||
| **A1** | 594 × 841 | 23.4 × 33.1 | Smaller conferences, travel-friendly |
|
||||
| **A2** | 420 × 594 | 16.5 × 23.4 | Mini posters, small venues |
|
||||
|
||||
### US Sizes
|
||||
|
||||
| Size | Dimensions (inches) | Dimensions (mm) | Common Use |
|
||||
|------|-------------------|-----------------|------------|
|
||||
| **36" × 48"** | 36 × 48 | 914 × 1219 | Common US conference size (portrait) |
|
||||
| **42" × 56"** | 42 × 56 | 1067 × 1422 | Large format US posters |
|
||||
| **48" × 36"** | 48 × 36 | 1219 × 914 | Landscape orientation |
|
||||
| **48" × 96"** | 48 × 96 | 1219 × 2438 | Extra-wide format |
|
||||
|
||||
### Other Common Sizes
|
||||
|
||||
| Size | Dimensions | Notes |
|
||||
|------|-----------|-------|
|
||||
| **90 cm × 120 cm** | 900 × 1200 mm / 35.4 × 47.2 in | Common in Europe |
|
||||
| **40" × 30"** | 1016 × 762 mm | Landscape format |
|
||||
| **3 ft × 4 ft** | 914 × 1219 mm / 36 × 48 in | Same as 36×48 |
|
||||
|
||||
### Orientation
|
||||
|
||||
- **Portrait**: Most common (height > width)
|
||||
- Better for long visual flows (top to bottom)
|
||||
- Examples: A0, 36"×48"
|
||||
- **Landscape**: Less common but sometimes preferred
|
||||
- Better for wide content, timelines
|
||||
- Examples: 48"×36", 40"×30"
|
||||
|
||||
**Always verify**: Check conference specifications before designing!
|
||||
|
||||
---
|
||||
|
||||
## Typography and Font Sizes
|
||||
|
||||
### Recommended Font Sizes by Distance
|
||||
|
||||
Posters are viewed from 3-6 feet (1-2 meters) away:
|
||||
|
||||
| Element | Size Range | Recommended |
|
||||
|---------|-----------|-------------|
|
||||
| **Title** | 60-85 pt | 72-85 pt |
|
||||
| **Author Names** | 48-60 pt | 54 pt |
|
||||
| **Affiliations** | 32-40 pt | 36 pt |
|
||||
| **Section Headers** | 36-48 pt | 42 pt |
|
||||
| **Body Text** | 24-32 pt | 28 pt |
|
||||
| **Figure Captions** | 20-24 pt | 22 pt |
|
||||
| **References** | 18-22 pt | 20 pt |
|
||||
|
||||
### Font Families
|
||||
|
||||
**Sans-Serif (Recommended for Posters)**:
|
||||
- Arial
|
||||
- Helvetica
|
||||
- Calibri
|
||||
- Futura
|
||||
- Gill Sans
|
||||
- **Why**: Clean, readable at distance
|
||||
|
||||
**Serif (Use Sparingly)**:
|
||||
- Times New Roman
|
||||
- Georgia
|
||||
- Palatino
|
||||
- **When**: Body text if preferred, but sans-serif better for headers
|
||||
|
||||
**Monospace**:
|
||||
- Courier New
|
||||
- Consolas
|
||||
- **When**: Code snippets only
|
||||
|
||||
### Typography Best Practices
|
||||
|
||||
1. **Limit fonts**: Use 1-2 font families maximum
|
||||
2. **Hierarchy**: Establish clear size hierarchy
|
||||
3. **Weight**: Use bold for emphasis, not italics
|
||||
4. **Alignment**: Left-align body text, center title
|
||||
5. **Spacing**: Generous line spacing (1.2-1.5)
|
||||
6. **Consistency**: Same fonts for similar elements
|
||||
|
||||
---
|
||||
|
||||
## Layout and Design Principles
|
||||
|
||||
### Grid-Based Layouts
|
||||
|
||||
**Column Structures**:
|
||||
|
||||
| Layout | Columns | Best For |
|
||||
|--------|---------|----------|
|
||||
| **Single Column** | 1 | Simple, linear flow; timeline posters |
|
||||
| **Two Column** | 2 | Most common; balanced layout |
|
||||
| **Three Column** | 3 | Dense content; multi-part studies |
|
||||
| **Four Column** | 4 | Very dense; avoid if possible |
|
||||
|
||||
**Recommended**: **2 or 3 columns** for most research posters
|
||||
|
||||
### Visual Flow
|
||||
|
||||
**Reading Order** (Western conventions):
|
||||
1. Top to bottom
|
||||
2. Left to right
|
||||
3. Z-pattern or F-pattern
|
||||
|
||||
**Section Ordering** (typical):
|
||||
```
|
||||
+----------------------------------+
|
||||
| TITLE |
|
||||
| Authors, Affiliations |
|
||||
+----------------------------------+
|
||||
| Introduction | Results |
|
||||
| | |
|
||||
| Methods | Discussion |
|
||||
| | |
|
||||
| [Optional] | Conclusions |
|
||||
+----------------------------------+
|
||||
| References / QR Code |
|
||||
+----------------------------------+
|
||||
```
|
||||
|
||||
### Spacing and Margins
|
||||
|
||||
- **Outer margins**: 1-2 inches (2.5-5 cm) all sides
|
||||
- **Column spacing**: 0.5-1 inch (1.3-2.5 cm)
|
||||
- **Inter-section spacing**: 0.5-1 inch
|
||||
- **White space**: 30-40% of poster should be white space
|
||||
|
||||
**Avoid**: Dense, text-heavy layouts with minimal white space
|
||||
|
||||
---
|
||||
|
||||
## Color Schemes
|
||||
|
||||
### Colorblind-Safe Palettes
|
||||
|
||||
Use colorblind-friendly color combinations:
|
||||
|
||||
**Okabe-Ito Palette** (Recommended):
|
||||
- Orange: `#E69F00`
|
||||
- Sky Blue: `#56B4E9`
|
||||
- Bluish Green: `#009E73`
|
||||
- Yellow: `#F0E442`
|
||||
- Blue: `#0072B2`
|
||||
- Vermillion: `#D55E00`
|
||||
- Reddish Purple: `#CC79A7`
|
||||
- Black: `#000000`
|
||||
- Gray: `#999999`
|
||||
|
||||
**Viridis Palette** (sequential):
|
||||
- Good for heatmaps and gradients
|
||||
- Colorblind-safe and perceptually uniform
|
||||
|
||||
### Color Usage Guidelines
|
||||
|
||||
**Background**:
|
||||
- **White or light gray**: Most common, professional
|
||||
- **Light colored**: Pale blue, beige (use cautiously)
|
||||
- **Avoid dark backgrounds**: Harder to read, expensive to print
|
||||
|
||||
**Text**:
|
||||
- **Dark on light**: Black or dark gray text on white/light backgrounds
|
||||
- **Contrast ratio**: At least 4.5:1 (WCAG AA standard)
|
||||
|
||||
**Accent Colors**:
|
||||
- Use 2-3 accent colors maximum
|
||||
- Section headers, key findings
|
||||
- Consistent throughout poster
|
||||
|
||||
**Figures**:
|
||||
- Colorblind-safe palettes
|
||||
- Sufficient contrast
|
||||
- Test in grayscale
|
||||
|
||||
### Color Contrast Tools
|
||||
- WebAIM Contrast Checker: https://webaim.org/resources/contrastchecker/
|
||||
- Coblis (Color Blindness Simulator): https://www.color-blindness.com/coblis-color-blindness-simulator/
|
||||
|
||||
---
|
||||
|
||||
## Content Structure
|
||||
|
||||
### Essential Sections
|
||||
|
||||
#### 1. Title Section
|
||||
- **Title**: Clear, specific, engaging
|
||||
- **Authors**: Names (underline presenting author)
|
||||
- **Affiliations**: Institutions, departments
|
||||
- **Logo**: Institutional logo (corner)
|
||||
- **Contact**: Email, QR code to paper/website
|
||||
|
||||
#### 2. Introduction/Background
|
||||
- **Purpose**: Context and motivation
|
||||
- **Length**: 100-200 words
|
||||
- **Include**:
|
||||
- Problem statement
|
||||
- Research gap
|
||||
- Objectives/hypothesis
|
||||
|
||||
#### 3. Methods
|
||||
- **Purpose**: How you did the study
|
||||
- **Format**:
|
||||
- Bullet points preferred
|
||||
- Flow diagram if complex
|
||||
- Key parameters
|
||||
- **Include**: Sample size, procedures, analysis
|
||||
|
||||
#### 4. Results
|
||||
- **Purpose**: What you found
|
||||
- **Format**: Primarily visual (figures, tables, charts)
|
||||
- **Include**:
|
||||
- Key findings (2-4 main results)
|
||||
- Statistical significance
|
||||
- Visual evidence
|
||||
|
||||
#### 5. Discussion/Conclusions
|
||||
- **Purpose**: What it means
|
||||
- **Length**: 100-200 words
|
||||
- **Include**:
|
||||
- Interpretation
|
||||
- Implications
|
||||
- Limitations
|
||||
- Future work
|
||||
|
||||
#### 6. References
|
||||
- **Format**: Small font, abbreviated citations
|
||||
- **Include**: Key citations only (5-10)
|
||||
- **Style**: Any consistent style
|
||||
|
||||
### Optional Sections
|
||||
- **Abstract**: Sometimes included, often omitted
|
||||
- **Acknowledgments**: Funding, collaborators
|
||||
- **Future Work**: Next steps
|
||||
|
||||
---
|
||||
|
||||
## Visual Elements
|
||||
|
||||
### Figures and Plots
|
||||
|
||||
**Principles**:
|
||||
1. **Simplify**: Remove clutter, emphasize key points
|
||||
2. **Enlarge**: Make larger than in paper
|
||||
3. **Label clearly**: Large axis labels, legends
|
||||
4. **Standalone**: Each figure tells a complete story
|
||||
5. **High resolution**: 300 dpi minimum
|
||||
|
||||
**Figure Types**:
|
||||
- **Photographs**: High quality, cropped appropriately
|
||||
- **Graphs**: Bar charts, line plots, scatter plots
|
||||
- **Heatmaps**: Use colorblind-safe colormaps
|
||||
- **Schematics**: Diagrams, flowcharts
|
||||
- **Tables**: Simple tables (complex tables → figure)
|
||||
|
||||
### Tables
|
||||
|
||||
**When to Use**:
|
||||
- Precise numerical values needed
|
||||
- Comparisons across conditions
|
||||
- Summary statistics
|
||||
|
||||
**Best Practices**:
|
||||
- **Keep simple**: 3-5 columns, 5-10 rows maximum
|
||||
- **Large fonts**: Same size as body text
|
||||
- **Clear headers**: Bold column/row headers
|
||||
- **Alternating rows**: Light shading for readability
|
||||
- **Minimal lines**: Horizontal lines only (no vertical)
|
||||
|
||||
### Icons and Graphics
|
||||
|
||||
**Use**:
|
||||
- Icons for visual interest (methods, concepts)
|
||||
- Simple graphics to break text
|
||||
- Arrows to guide flow
|
||||
|
||||
**Sources**:
|
||||
- Noun Project: https://thenounproject.com/
|
||||
- BioRender: https://biorender.com/ (scientific illustrations)
|
||||
- Font Awesome: https://fontawesome.com/ (icons)
|
||||
|
||||
**Caution**: Don't overuse; maintain professionalism
|
||||
|
||||
---
|
||||
|
||||
## LaTeX Poster Packages
|
||||
|
||||
### beamerposter
|
||||
|
||||
**Description**: Extension of Beamer for posters
|
||||
**Best For**: Academic conferences, classic layout
|
||||
**Pros**:
|
||||
- Familiar to Beamer users
|
||||
- Clean, professional appearance
|
||||
- Many themes available
|
||||
|
||||
**Cons**:
|
||||
- Less flexible than tikzposter
|
||||
- Can be verbose
|
||||
|
||||
**Template**: `assets/posters/beamerposter_academic.tex`
|
||||
|
||||
**Example Usage**:
|
||||
```latex
|
||||
\documentclass[final]{beamer}
|
||||
\usepackage[size=a0,scale=1.24]{beamerposter}
|
||||
\usetheme{Berlin}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### tikzposter
|
||||
|
||||
**Description**: Modern poster package using TikZ
|
||||
**Best For**: Colorful, modern designs
|
||||
**Pros**:
|
||||
- Highly customizable
|
||||
- Modern, attractive themes
|
||||
- Block-based layout
|
||||
|
||||
**Cons**:
|
||||
- Steeper learning curve
|
||||
- Can be slow to compile
|
||||
|
||||
**Template**: `assets/posters/tikzposter_research.tex`
|
||||
|
||||
**Example Usage**:
|
||||
```latex
|
||||
\documentclass[25pt, a0paper, portrait]{tikzposter}
|
||||
\usetheme{Autumn}
|
||||
\usecolorstyle{Denmark}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### baposter
|
||||
|
||||
**Description**: Box-and-poster system
|
||||
**Best For**: Structured, multi-column layouts
|
||||
**Pros**:
|
||||
- Excellent column control
|
||||
- Header boxes, structured layout
|
||||
- Good for dense content
|
||||
|
||||
**Cons**:
|
||||
- Complex syntax
|
||||
- Less commonly used
|
||||
|
||||
**Template**: `assets/posters/baposter_conference.tex`
|
||||
|
||||
**Example Usage**:
|
||||
```latex
|
||||
\documentclass[a0paper,portrait]{baposter}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Printing and File Preparation
|
||||
|
||||
### File Format
|
||||
|
||||
**For Printing**:
|
||||
- **PDF**: Universal standard
|
||||
- **High resolution**: 300 dpi minimum, 600 dpi for photos
|
||||
- **Color space**: RGB for most printers (check with printer)
|
||||
- **Embed fonts**: Ensure all fonts embedded
|
||||
- **Flatten**: No transparency issues
|
||||
|
||||
### Print Quality Checks
|
||||
|
||||
Before printing:
|
||||
1. **Proofread**: Check for typos, errors
|
||||
2. **Colors**: Check in print preview
|
||||
3. **Resolution**: Zoom to 100%, check figure quality
|
||||
4. **Margins**: Verify nothing cut off
|
||||
5. **Test print**: Print small version (A4) to check layout
|
||||
|
||||
### Print Providers
|
||||
|
||||
**Options**:
|
||||
1. **University print shop**: Often cheapest, convenient
|
||||
2. **FedEx Office**: Widely available
|
||||
3. **Online services**:
|
||||
- Vistaprint
|
||||
- Printful
|
||||
- Academic Poster Printing (specialized)
|
||||
|
||||
**Cost**: Typically $50-150 for A0 glossy poster
|
||||
|
||||
### Paper Types
|
||||
|
||||
| Paper Type | Description | Best For |
|
||||
|-----------|-------------|----------|
|
||||
| **Matte** | Non-reflective finish | Well-lit venues, minimal glare |
|
||||
| **Glossy** | Shiny, vibrant colors | Photos, colorful figures |
|
||||
| **Satin/Semi-gloss** | Between matte and glossy | Balanced option (recommended) |
|
||||
| **Fabric** | Wrinkle-resistant, rollable | Travel, re-use |
|
||||
|
||||
**Recommendation**: **Satin or matte** for most academic posters
|
||||
|
||||
---
|
||||
|
||||
## QR Codes
|
||||
|
||||
### What to Include
|
||||
|
||||
Generate QR codes linking to:
|
||||
- **Paper PDF**: Published or preprint
|
||||
- **Supplementary materials**: Data, code, videos
|
||||
- **Personal website**: Lab or researcher page
|
||||
- **Video abstract**: 1-2 minute video summary
|
||||
- **Online version**: Interactive poster
|
||||
|
||||
### Placement
|
||||
|
||||
- **Common locations**:
|
||||
- Bottom right corner
|
||||
- Next to references
|
||||
- Near contact information
|
||||
- **Size**: 3-4 inches (7-10 cm) square
|
||||
- **Label**: "Scan for paper" or "More info"
|
||||
|
||||
### QR Code Generators
|
||||
- QR Code Generator: https://www.qr-code-generator.com/
|
||||
- QRStuff: https://www.qrstuff.com/
|
||||
- LaTeX package: `qrcode` for generating in LaTeX
|
||||
|
||||
---
|
||||
|
||||
## Design Best Practices
|
||||
|
||||
### Do's
|
||||
|
||||
✓ **Use large fonts** (28pt+ for body text)
|
||||
✓ **Keep text minimal** (30-40% of poster)
|
||||
✓ **Use visuals** (60-70% figures, plots, images)
|
||||
✓ **Tell a story** (clear narrative flow)
|
||||
✓ **Colorblind-safe colors**
|
||||
✓ **Test readability** (view from 6 feet away)
|
||||
✓ **Include contact info** (email, QR code)
|
||||
✓ **Proofread** (multiple times!)
|
||||
|
||||
### Don'ts
|
||||
|
||||
✗ **Don't use small fonts** (<24pt body text)
|
||||
✗ **Don't overcrowd** (leave white space)
|
||||
✗ **Don't use complex tables** (simplify or visualize)
|
||||
✗ **Don't use full paragraphs** (use bullets)
|
||||
✗ **Don't use many fonts** (1-2 max)
|
||||
✗ **Don't use low-res images** (<300 dpi)
|
||||
✗ **Don't use red-green contrasts** (colorblind issue)
|
||||
✗ **Don't make it a paper** (posters ≠ papers)
|
||||
|
||||
---
|
||||
|
||||
## Poster Presentation Tips
|
||||
|
||||
### During the Poster Session
|
||||
|
||||
1. **Stand by your poster**: Be available, engaged
|
||||
2. **Elevator pitch ready**: 1-2 minute summary prepared
|
||||
3. **Different depths**: Short version (1 min), medium (3 min), deep dive (10 min)
|
||||
4. **Engage visitors**: Ask questions, invite discussion
|
||||
5. **Business cards**: Have them ready
|
||||
6. **Notebook**: Record feedback, questions
|
||||
7. **Handouts**: Optional 1-page summary (with QR code)
|
||||
|
||||
### Talking Through Your Poster
|
||||
|
||||
**30-second version**:
|
||||
- What is the problem?
|
||||
- What did you do?
|
||||
- What did you find?
|
||||
|
||||
**2-minute version**:
|
||||
- Background + motivation
|
||||
- Methods (briefly)
|
||||
- Key result (show main figure)
|
||||
- Conclusion + implications
|
||||
|
||||
**5+ minute version**:
|
||||
- Full walkthrough
|
||||
- Address specific questions
|
||||
- Discuss limitations, future work
|
||||
|
||||
---
|
||||
|
||||
## Accessibility Considerations
|
||||
|
||||
### Visual Accessibility
|
||||
|
||||
1. **Color contrast**: High contrast (4.5:1 minimum)
|
||||
2. **Colorblind-safe**: Use Okabe-Ito or similar palettes
|
||||
3. **Font size**: Large enough to read from distance
|
||||
4. **Font choice**: Clear, sans-serif fonts
|
||||
5. **Alt text**: Consider providing text description
|
||||
|
||||
### Physical Accessibility
|
||||
|
||||
1. **Mounting height**: Low enough for wheelchair users to read bottom
|
||||
2. **QR codes**: Provide alternative (short URL, handout)
|
||||
|
||||
---
|
||||
|
||||
## Checklist Before Printing
|
||||
|
||||
- [ ] Proofread all text (typos, grammar)
|
||||
- [ ] Check author names and affiliations
|
||||
- [ ] Verify all figures are high resolution (300+ dpi)
|
||||
- [ ] Ensure colorblind-safe color schemes
|
||||
- [ ] Test readability from 6 feet away (print small version)
|
||||
- [ ] Verify poster dimensions match conference requirements
|
||||
- [ ] Check that fonts are embedded in PDF
|
||||
- [ ] Include contact information (email, QR code)
|
||||
- [ ] Add institutional logo
|
||||
- [ ] Verify references are accurate
|
||||
- [ ] Ensure figures have clear labels and captions
|
||||
- [ ] Check that layout is not too dense (adequate white space)
|
||||
- [ ] Verify QR codes work (test scan)
|
||||
- [ ] Confirm file is high-resolution PDF
|
||||
- [ ] Get feedback from colleagues
|
||||
|
||||
---
|
||||
|
||||
## Example Poster Layouts
|
||||
|
||||
### Layout 1: Two-Column (Recommended for Most)
|
||||
|
||||
```
|
||||
+----------------------------------------+
|
||||
| TITLE |
|
||||
| Authors & Affiliations |
|
||||
+----------------------------------------+
|
||||
| INTRO | RESULTS |
|
||||
| | |
|
||||
| METHODS | RESULTS (cont.) |
|
||||
| | |
|
||||
| | DISCUSSION/CONCLUSIONS |
|
||||
+----------------------------------------+
|
||||
| REFERENCES | QR CODE |
|
||||
+----------------------------------------+
|
||||
```
|
||||
|
||||
### Layout 2: Three-Column
|
||||
|
||||
```
|
||||
+---------------------------------------+
|
||||
| TITLE |
|
||||
| Authors & Affiliations |
|
||||
+---------------------------------------+
|
||||
| INTRO | RESULTS | DISCUSSION |
|
||||
| | | |
|
||||
| METHOD | RESULTS | CONCLUSIONS |
|
||||
| | | |
|
||||
| | RESULTS | FUTURE WORK |
|
||||
+---------------------------------------+
|
||||
| REFERENCES | QR CODE |
|
||||
+---------------------------------------+
|
||||
```
|
||||
|
||||
### Layout 3: Horizontal Flow
|
||||
|
||||
```
|
||||
+----------------------------------------+
|
||||
| TITLE |
|
||||
| Authors & Affiliations |
|
||||
+----------------------------------------+
|
||||
| INTRODUCTION | METHODS |
|
||||
+----------------------------------------+
|
||||
| RESULTS |
|
||||
| (large figure spanning width) |
|
||||
+----------------------------------------+
|
||||
| DISCUSSION | CONCLUSIONS |
|
||||
+----------------------------------------+
|
||||
| REFERENCES | QR CODE |
|
||||
+----------------------------------------+
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Resources
|
||||
|
||||
### LaTeX Templates
|
||||
- `assets/posters/beamerposter_academic.tex`
|
||||
- `assets/posters/tikzposter_research.tex`
|
||||
- `assets/posters/baposter_conference.tex`
|
||||
|
||||
### Online Resources
|
||||
- Better Posters Blog: https://betterposters.blogspot.com/
|
||||
- Colorblind Safe Palettes: https://colorbrewer2.org/
|
||||
- BioRender (scientific illustrations): https://biorender.com/
|
||||
- Poster Design Guide (Colin Purrington): https://colinpurrington.com/tips/poster-design/
|
||||
|
||||
### Tools
|
||||
- **Inkscape**: Free vector graphics editor
|
||||
- **PowerPoint**: Surprisingly popular for posters
|
||||
- **Illustrator**: Professional design tool
|
||||
- **LaTeX**: Best for reproducibility, version control
|
||||
|
||||
---
|
||||
|
||||
## Summary
|
||||
|
||||
**Key Takeaways**:
|
||||
|
||||
1. **Size**: Verify conference requirements (typically A0 or 36"×48")
|
||||
2. **Fonts**: Large (28pt+ body, 72pt+ title)
|
||||
3. **Layout**: 2-3 columns, generous white space
|
||||
4. **Visuals**: 60-70% visual content
|
||||
5. **Colors**: Colorblind-safe, high contrast
|
||||
6. **Content**: Tell a story, keep text minimal
|
||||
7. **Quality**: 300+ dpi, test print
|
||||
8. **Accessibility**: Readable from distance, clear hierarchy
|
||||
|
||||
**Remember**: A poster is **not a paper** - it's a visual summary designed to spark conversations!
|
||||
|
||||
Reference in New Issue
Block a user