1. Managing your References Sue Bird Bodleian Bio- & Environmental Sciences October 2010

2. You need to …  Document your research  Back up an argument  Avoid accusations of plagiarism

3. … by quoting relevant references accurately  As a bibliography  In footnotes or endnotes  In a consistent style of your choice or as required by the publisher

4. You may want to refer to …  Books  Chapters of books  Journal articles  Conference papers  Manuscripts  Personal communications  E-mails  Web sites  Pictures  ‘Born digital’ text  Data  Spreadsheets  etc

5. Previously  Before PCs/Macs  Write a list  Type on an index card  Etc.  PCs/Macs  Word  Excel  Access  Etc.

6. Modern solutions  Specialist software (all owned by Thomson Scientific – who also own Web of Knowledge)  ProCite  Reference Manager  EndNote  Web-based services  RefWorks (owned by CSA)  EndNote on the Web  Zotero

7. What can they do?  Store references to items in many different formats and material types  Search, select and output references in a variety of pre- determined styles, or one of your own making  Import references direct from databases like Scopus or Web of Knowledge, or library catalogues like OLIS  Search external databases from within the reference management software, and save references retrieved  Insert references into a word-processed document and format them in a particular style at the touch of a button  Store links to documents – PDFs, images – or copies of them within database

8. Which product for me?  RefWorks is  web based – access your records anywhere, so long as you are online  free to members of university even after you leave  EndNote  must be purchased and installed on your machine - buy from OUCS shop (£78.20) http://www.oxforduniversityshops.co.uk/oucs/ http://www.oxforduniversityshops.co.uk/oucs/  doesn’t require a web connection to access your downloaded records  EndNote on the Web is  free to members of university, but has limited feature set – designed to be used alongside desktop version

9. Others  Reference Manager and ProCite also available from shop.  Reference Manager best for group use  Choose ProCite only if already familiar with it.  Zotero is a free plug-in for Firefox browser (only) – limited but growing capability

10. EndNote, EndNote Web & RefWorks compared Compare features: EndNote Web EndNote DesktopRefWorks Save references+++ Organize & edit references+++ Storage capacity (number of references)10,000unlimited Import from many databases and OPACs+++ Cite & format papers with bibliographies+++ Create & save advanced searches +create (not save) Customize views & displays ++ Edit reference import filters & output styles + RW can add or edit import filters Users can edit output styles Use term lists for auto-entry ++ Cite tables, figures, & equations ++ Work Offline (anytime/anywhere) +Write papers offline only Local Personal Files and Documents ++ High Performance Desktop Environment +

11. Find on ‘Electronic Resources’ page http://www.bodleian.ox.ac.uk/eresources

12. Scroll down

13. http://www.bodleian.ox.ac.uk/ere sources/refworks

14. http://www.bodleian.ox.ac.uk/sers/ resources/endnote

17. RefWorks v. EndNote Now:  A demonstration of RefWorks  Some screenshots from EndNote  Questions  For detailed information look out for half-day RefWorks and EndNote courses at OUCS

18. Conduct your Search  Choose appropriate database(s)  Remember to use more than one  Import your references – but are you seeing the same thing more than once?  Remember to import the references for the books you use from SOLO

44. Databases vs. Search engines Contents are indexed by subject specialists Subject headings Limiting functions e.g. publication types, language Allow you to View Search history Combine searches Mark and sort results Print/save/email/export Save searches Set up alerts Searches done by automated “web crawlers” No thesaurus / subject headings – just free text searching No limiting functions Usually none of these!

51. A quick look at EndNote  Now in version 13 – EndNote X3  Good backwards compatibility with earlier versions  Easy to import/export to other reference management software  ALWAYS KEEP BACKUPS!

52. Support  http://www.endno te.com/support/e nsupport.asp

53. Creating an EndNote Library  EndNote stores your data in an ‘EndNote library’ file with (in Windows) a.enl extension .enl files are transportable between Windows and Mac versions – if opening in Windows a file created on a Mac, first save it with the.enl extension

54. Starting up

55. Opening a library

56. The library view

67. Removing duplicates

75. Add records manually

77. Exporting records as a bibliography

79. Bibliography as text file

81. In the new format

82. Adding bibliographic references from an EndNote Library to a document

84. Select reference

85. Insert citations in document

87. Format bibliography

88. Choose format

89. Formatted citations

90. …and list of refs at end

91. To change, unformat citations

92. …and select new style

94. Now in Harvard style

96. Courses and documentation  For product details and online guides see http://www.endnote.com/ and http://www.refworks.com/http://www.endnote.com/http://www.refworks.com/  Courses in the use of EndNote and RefWorks are run regularly at OUCS. Check http://www.oucs.ox.ac.uk/itlp/courses/atoz# and book online.http://www.oucs.ox.ac.uk/itlp/courses/atoz#  OUCS documentation for EndNote is available on WebLearn. Go to http://weblearn.ox.ac.uk/site/asuc/oucs/itlp/ and login with your Oxford username, then follow links under Course materialshttp://weblearn.ox.ac.uk/site/asuc/oucs/itlp/  Slides for this session can be downloaded/printed from http://www.bodleian.ox.ac.uk/science/training/biosciences http://www.bodleian.ox.ac.uk/science/training/biosciences