1. Managing your References Roger Mills and Judy Reading May 2007

2. What is a reference? Now where did I see that… …it was in that red book on the third shelf down No, I found it when I was doing that Google search on chocolate ice cream… Or maybe Bill mentioned it in that e-mail – when was it again? No, I remember – it was that article in Nature; must be on- line… What was it called again? …wish I’d written it down…

3. What’s your problem? 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

4. Because you can… Impress your readers Document your research Argue a case Avoid accusations of plagiarism 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

5. In the good old days You could: Sharpen your quill and write a list Type on an index card Make multiple copies under different headings Used edge-notched cards to select by subject Use punched cards for computers to sort …etc

6. Then along came PC and Mac Put them in Word… or Excel… or Access… Easier to manipulate, but hard work to design what you want, and even harder to reformat So specialist software emerged ProCite Reference Manager EndNote And now RefWorks

7. So what can reference management software do? Store references originated in a wide variety of formats to a wide variety of 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 – pdf’s, images – or copies of them within database

8. Which product for me? ProCite, Reference Manager and EndNote all now owned by Thomson Scientific – who also own Web of Knowledge RefWorks owned by CSA – owners of CSA Illumina Both allow direct export from selected databases RefWorks is web based – access your records anywhere, so long as you are online Others have to be installed – work without web access, so long as you have your own machine Features very similar RefWorks free to members of university, others c.£90 EndNote now has web version, without all features – best used alongside desktop version

9. EndNote, EndNote Web & RefWorks 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 +

10. RefWorks v. EndNote Now: A quick demonstration of RefWorks A hands-on exercise to give you the feel Some comparative screenshots from EndNote Questions For detailed information look out for half-day RefWorks and EndNote courses at OUCS

11. RefWorks: getting started Go to www.refworks.com/refworkswww.refworks.com/refworks Click on Sign up for a New Account Fill in the form Click on Register Then login to RefWorks using your new username and password If accessing RefWorks from outside the University domain you need to use the Group code first – currently Oxymoron Help – find the Quickstart guide – very useful

12. Main options for importing references: Entering references manually Import of usually in plain text format with tagged fields data from other databases using saved files – Export from “Direct Export Partners” eg SCOPUS, CSA

13. Direct import from Cambridge Scientific Abstracts 1. Conduct your search. 2. Select the records you want to export and click on RefWorks Note: if you do not see a RefWorks link, click on the Save, Print, Email link 3. Click the Export to RefWorks button and the references are automatically exported to RefWorks. (Can work better if you make sure you are not logged into RefWorks before you export) 4. Your records should appear in the Last Imported Folder.

14. About import filters To see a list of Direct Export partners choose: References – Import – List of Filters and Databases – Direct Export Partners For instructions relevant to most databases look at: References – Import – Import instructions

15. Library catalogue: Search OLIS from within RefWorks Click on Search - Online Catalog or Database Choose OLIS from the drop-down list Do a search Import ‘All in the list’ Close the Search results and return to Refworks

16. Create a bibliography with Write n Cite You need to download the Write-n-cite plug the first time you want to use it. Choose Tools – Write-n-cite Log out of RefWorks and open Word and type some text for your dissertation or article Click on the Write-n-cite plug-in on the toolbar Log into your Refworks database and display a set of references. View – All references or View-Folder In Word document place cursor where the citation is to be inserted From Write-n-cite list click on cite next to the one you want Save your document as RWcite On the Write-n-cite window click on bibliography and choose your preferred style eg Harvard – this will create a new document FinalRWCite Important – always work and edit in the original document

17. Creating bibliography without Write-n-cite Type text into Word Log into Refworks and look up a reference and choose One line / Cite view Choose a reference and click on cite A box will open – select the formatted citation number and copy (Ctrl + C) Place cursor in Word document and paste the citation (Ctrl + V) Close and save your document as RWtraining2 In Refworks click on Bibliography – choose a formatting style eg Harvard – Tick Format paper and bibliography – Browse to your word file as the Document to Format – Click on Create Bibliography You now have a document complete with proper citations and formatted bibliography which will save as RWFinalHarvard

18. Exercise

19. A quick look at EndNote Now in version 10 – EndNote X Good backwards compatibility with earlier versions Easy to import/export to other reference management software ALWAYS KEEP BACKUPS!

20. Tip sheets http://www.EndNote.com/support/entips.asp EndNote X Tip Sheets Changing Regional Settings in Windows XP Entering References into EndNote Entering Images Searching for References within the EndNote database Importing data into EndNote Searching Remote Databases Customizing the Library Window Creating Bibliographies

21. 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

22. Starting up

23. Keep everything in one place

24. Import data: first choose filter

25. Note downloading instructions

26. Run search as usual

27. Save according to instructions

28. Resulting file ready to import

29. Select right ‘import option’

30. Voilà

31. Full record display

32. Rest of full record URL Link to pdf

33. Export as a list

34. Like so – here in ‘annotated’ style

35. ‘Show all’ style

36. See styles within EndNote

37. ‘Numbered’ style exported as web page

38. Identifying duplicates

39. Check and delete

40. Return to full list

41. Choose more styles

42. Check those you want

43. Adding references to a document

44. Search EndNote and Insert

45. Temporary citation

46. Add more

47. Format bibliography

48. …inserts numbers in text…

49. …and list of refs at end

50. To change, unformat citations

51. …and select new style

52. Now in Harvard style

53. …and the list

54. Export direct into EndNote

55. ‘Export to reference Software'

56. EndNote opens automatically

57. Search databases from EndNote

58. Choose connection file

59. Search

60. Check number of hits

61. And download

62. Add selected or all to library

63. BUT Take care: Supplied connection files work with free resources For subscription/password-protected resources you need an Oxford-specific file, to avoid this screen:

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

65. http://www.ouls.ox.ac.uk/eresources/endnote

66. Save in: \Program Files\EndNote X\Connections

67. Restart EndNote and choose

68. It works!

69. Z39.50 + & - One interface – don’t need to remember search rules – maybe Can save and re-run searches If it doesn’t work don’t always know why No intermediate results, can’t combine sets

70. Other features Manual entry Sort Edit – just overtype Search library in same way as external database Term lists and journal lists, to allow consistency Updated styles, filters and connection files on web, also program updates (but have to buy new versions)

71. Play for ever Or get a life Reference management software is meant to save time…. Have fun…