1. An Introduction to EndNote and RefWorks Laura Barrett Psychology Librarian Undergraduate Services Librarian barrettl@u.washington.edu 206-685-1901 http://lib.washington.edu/subject/Psychology/classes/citationmgmt.ppt

2. UW Libraries 2007 2 EndNote and RefWorks: Introduction EndNote and RefWorks are bibliographic management programs which help you organize citations and format bibliographies in different formats (APA, MLA, specific journal styles, etc.) EndNote is an application which you install on your computer, meaning your citations are stored on your machine. RefWorks is a web-based service, meaning your citations are stored on the RefWorks server.

3. UW Libraries 2007 3 EndNote and RefWorks Workshop Agenda, p. 1 Part I: EndNote  Access  Getting started  Inputting citations Manually Importing from PsycINFO Importing from Web of Science Storing PDFs and other files  Using with MS Word Formatting bibliographies

4. UW Libraries 2007 4 EndNote and RefWorks Workshop Agenda, p. 2 Part II: RefWorks  Access  Getting started  Inputting citations Manually Importing from PsycINFO Importing from Web of Science Storing PDFs and other files  Using with MS Word Formatting bibliographies Part III: Resources and Additional Information

5. Part I: EndNote

6. UW Libraries 2007 6 Accessing EndNote EndNote: In order to use EndNote you or your department must purchase a license. Note: Some departments may already have licenses. http://www.endnote.com/ Prices for purchasing EndNote X individually:  $299.95  $109.95 for students

7. UW Libraries 2007 7 Getting Started: EndNote Opening an EndNote library  Go to File > Open > Open Library and do one of the following Select from the list in the drop down menu Choose a.enl file from the Open dialog box Creating a new EndNote library  Go to File > New  Name your library and save it from the New Reference Library dialog box

8. UW Libraries 2007 8 Creating references manually: EndNote Go to References > New Reference Choose the appropriate Reference Type from the pulldown menu and fill in the fields Close the reference-EndNote will automatically save it

9. UW Libraries 2007 9 Importing citations from PsycINFO Instructions Perform your search and select the citations you wish to export to EndNote In Results Manager  Select Results  Fields : Complete reference  Result Format : Direct Export  Actions – Click SAVE  The Direct Export screen will launch. Select Export results to EndNote EndNote will launch Select your library and click the Open button, and EndNote imports your citations.

10. UW Libraries 2007 10 Importing citations from PsycINFO Screenshot

11. UW Libraries 2007 11 Importing citations from Web of Science Instructions Mark the references you wish to save Click Export to Reference Software  In Internet Explorer this will automatically launch EndNote, simply select the library you want to import to.  In Firefox open with EndNote and proceed as with Internet Explorer.  If your browser prompts you to open the file or save it to disk, select Open. Note: I found this process to be much easier in Internet Explorer than in Firefox

12. UW Libraries 2007 12 Importing citations from Web of Science Screenshot

13. UW Libraries 2007 13 Inserting files in an EndNote reference Open the reference for editing Choose References > Insert Object > Choose File Locate the file and Insert it Each EndNote reference can contain only one graphic or file attachment. If you insert a second graphic or file, it will replace the first one EndNote recognizes at least these formats: Audio files (WAV, MP3); Microsoft Access files; Microsoft Excel, Power Point, Project, Visio, and Word files; Multimedia files (MOV, QuickTime); PDF files; Technical drawing files; Text and HTML files

14. UW Libraries 2007 14 Using EndNote with MS Word Cite While You Write (CWYW) In EndNote, choose a style from Edit > Output Styles > Open Style Manager In Word, place your cursor where you want to insert the citation. Go to Tools > EndNote X > Go To EndNote In EndNote, select the citation to insert. Go to Tools > Cite While You Write > Insert Citation EndNote automatically formats the citation in the selected style and places the bibliography entry at the end of the document. Note: You can change the style of your bibliography in Word at any time. Go to Tools > EndNote X > Format Bibliography. Then select the style you want and click OK.

15. Part II: RefWorks

16. UW Libraries 2007 16 Accessing RefWorks RefWorks: As long as you are a University of Washington faculty, staff, or student, you have free access to a RefWorks account through the UW Libraries Catalog. http://catalog.lib.washington.edu/ http://catalog.lib.washington.edu/ Or, from on-campus, go directly to http://www.refworks.com/ http://www.refworks.com/ Off-campus access is coming soon!

17. UW Libraries 2007 17 Getting Started: RefWorks Creating your account and logging in  Click on Login from the navigation bar or go directly to http://www.refworks.com/refworkshttp://www.refworks.com/refworks  First-time users select Sign up for an Individual Account

18. UW Libraries 2007 18 Creating references manually: RefWorks Select References from the pull-down menu toolbar. Choose Add New Reference Choose your output style (e.g. APA) from the View Fields Used By menu Next to Ref Type select the type of reference you are entering (e.g. book, journal, dissertation) Enter the information and click Save when finished Note: Green checked boxes indicate recommended information for your output style, but are not required for saving your reference.

19. UW Libraries 2007 19 Importing citations from PsycINFO Instructions, p.1 Perform your search and select the citations you wish to export to RefWorks In Results Manager  Select Results  Fields: Complete Reference  Result Format: OVID  Actions – Click SAVE  Click Save at the File Download prompt.  Select the location where you want to save the file, name the file, and Save.

20. UW Libraries 2007 20 Importing citations from PsycINFO Instructions, p.2 In RefWorks  Select References/Import from the toolbar.  Select OVID as the data source and PsycINFO as the database  Browse to find the text file and click on Open  Click Import

21. UW Libraries 2007 21 Importing citations from PsycINFO Direct Export(Coming Soon!) Perform your search and select the citations you wish to export to RefWorks In Results Manager.  Fields: Complete Reference  Result format: Direct Export  Actions – Click SAVE  Select Export Citations to RefWorks and Continue  The export will open RefWorks if it is not already open and automatically import the references.

22. UW Libraries 2007 22 Importing citations from Web of Science Instructions, p.1 Perform your search and mark the citations you to export to RefWorks Click on the Marked List icon when you are ready to export. On the Web of Science Marked Records Output Options Form  Leave the bold fields checked  Check the abstract field if you want it included  Leave the Field Tagged option selected and click the Save To File button  Click the Save button to save the.txt file to your computer.

23. UW Libraries 2007 23 Importing citations from Web of Science Instructions, p.2 In RefWorks.  Select References/Import from the toolbar.  Select ISI (Institute for Scientific Information) as the data source and Web of Science as the database.  Browse to find the text file and click on Open  Click Import.

24. UW Libraries 2007 24 Inserting files in a RefWorks reference This feature is under development by RefWorks and will be available in the future but is not currently active. To attach files:  Locate the reference you wish to edit.  Click on the Edit link to open the reference in Edit mode  Click the Browse button to locate the attachment to add  Click Add Attachment to upload your file.

25. UW Libraries 2007 25 Using RefWorks with MS Word Write-N-Cite, p.1 In order to use this feature, you must first download the Write-N-Cite utility. Go to Tools > Write-N-Cite Inserting references  Open your MS Word document  Launch Write-N-Cite (an icon is automatically put on your desktop when you download it)  In Word: put the cursor where you want to insert a reference  In RefWorks: Click Cite next to reference you want to insert

26. UW Libraries 2007 26 Using RefWorks with MS Word Write-N-Cite, p.2 Formatting the bibliography (keep your Word document and Write-N-Cite open)  In Write-N-Cite: Click on Bibliography > select the Output Style you want > click on Create Bibliography  Save your Word document

27. UW Libraries 2007 27 EndNote and RefWorks compare/contrast Access and Cost  While at UW  After leaving UW Where citations are stored Product support at UW Others?

28. UW Libraries 2007 28 Resources: EndNote UW Libraries, EndNote Imports http://www.lib.washington.edu/help/endnote/ http://www.lib.washington.edu/help/endnote/ UW Libraries, About EndNote http://www.lib.washington.edu/business/guides/endnote.html http://www.lib.washington.edu/business/guides/endnote.html UW Catalyst EndNote workshop: online curriculum http://catalyst.washington.edu/help/documentation/endnote/index.html http://catalyst.washington.edu/help/documentation/endnote/index.html Univeristy of Michigan KNC “Automatically Creating Citations and Bibliographies with EndNote X” http://www.lib.umich.edu/exploratory/pdfs/endnote10.pdf http://www.lib.umich.edu/exploratory/pdfs/endnote10.pdf EndNote Technical Support http://www.endnote.com/support/ensupport.asp http://www.endnote.com/support/ensupport.asp Download a free trial of EndNote http://www.endnote.com/endemo.asp http://www.endnote.com/endemo.asp

29. UW Libraries 2007 29 Resources: RefWorks KNC “Automatically Creating Citations and Bibliographies with RefWorks” http://www.lib.umich.edu/exploratory/pdfs/refworks.pdf http://www.lib.umich.edu/exploratory/pdfs/refworks.pdf RefWorks Tutorial http://www.refworks.com/tutorial/ http://www.refworks.com/tutorial/ RefWorks Quick Start Guide http://www.refworks.com/content/documents/RefWorks_Quick_St art_Guide.pdf http://www.refworks.com/content/documents/RefWorks_Quick_St art_Guide.pdf

30. UW Libraries 2007 30 Questions?