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Managing your References Roger Mills OULS Bio- & Environmental Sciences October 2008 Slide 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 Id written it down Slide 3 Whats 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 Slide 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 Slide 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 Slide 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 EndNote on the Web Zotero Slide 7 So what can reference management software 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 Slide 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 on the Web is free to members of university, but has limited feature set designed to be used alongside desktop version Zotero is a free plug-in for Firefox browser (only) limited but growing capability Slide 9 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 + Slide 10 Slide 11 Slide 12 Slide 13 Slide 14 RefWorks v. EndNote Now: A demonstration of RefWorks Hands-on exercises 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 Slide 15 Creating a RefWorks account RefWorks stores your data in an account on their servers (in USA) Access your account online anywhere Outside Oxford use group code oxymoron You can have as many accounts as you wish Slide 16 Starting up: www.refworks.com/refworks Slide 17 Create account Slide 18 Online help Slide 19 Import data: References/import; note Import instructions Slide 20 Run search as usual Slide 21 Save according to instructions Slide 22 Select right Import Filter/Data Source and Database, locate.txt file to import Slide 23 Voil Slide 24 Full record display Slide 25 Editing view Add attachment >>> Slide 26 Export as a list - Bibliography Slide 27 Like so here in Harvard style Slide 28 Vancouver style Slide 29 Preview styles Slide 30 Choose more styles Slide 31 Select and add to Favorites Slide 32 Identifying duplicates Slide 33 Check and delete Slide 34 Return to full list Slide 35 Download Write-N-Cite Slide 36 Slide 37 Adding references to a document Slide 38 Click Write-N-Cite and login Slide 39 Click cite; temporary citation inserted in {{ }} Slide 40 Add more Slide 41 Create bibliography Slide 42 inserts numbers in text Slide 43 and list of refs at end Slide 44 To change, repeat, choosing different style Slide 45 Now in Harvard style Slide 46 and the list Slide 47 Export direct into RefWorks Slide 48 Export format: RefWorks Direct Export' Slide 49 RefWorks opens automatically Slide 50 and imports records Slide 51 Search databases from RefWorks Slide 52 Choose online catalogue or database Slide 53 Run search and note number of hits Slide 54 Download proceeds automatically Slide 55 If more results to download, adjust maximum and re-run search Slide 56 Import selected or all Slide 57 Note subscription/password-protected resources are not available for searching within RefWorks Slide 58 Z39.50 + & - One interface dont need to remember search rules maybe Can save and re-run searches If it doesnt work dont always know why No intermediate results, cant combine sets Slide 59 Other features Manual entry Create folders to store references one ref can be stored in several folders Sort Edit just overtype Search folders in same way as external database Author, descriptor and periodical lookup lists, to allow consistency Program updated automatically RefGrabit capture bib data from web pages (e.g. Amazon) Slide 60 RefShare Slide 61 Share folder or database Slide 62 E-mail url recipient can view Slide 63 A quick look at EndNote Now in version 12 EndNote X2 Good backwards compatibility with earlier versions Easy to import/export to other reference management software ALWAYS KEEP BACKUPS! Slide 64 Tip sheets http://www.EndNote.com/support/entips.asp http://www.EndNote.com/support/entips.asp Slide 65 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 Slide 66 Starting up Slide 67 Keep everything in one place Slide 68 Import data: first choose filter Slide 69 Note downloading instructions Slide 70 Run search as usual Slide 71 Save according to instructions Slide 72 Select right import option Slide 73 Voil Slide 74 Full record display Slide 75 Rest of full record