Managing your References

Sue BirdBodleian Bio- & Environmental Sciences

October 2010

You need to …

Document your research Back up an argument Avoid accusations of plagiarism

… by quoting relevant references accurately

As a bibliographyIn footnotes or endnotesIn a consistent style of your choice or

as required by the publisher

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

Previously

Before PCs/Macs Write a list Type on an index card Etc.

PCs/Macs Word Excel Access Etc.

Modern solutions

Specialist software (all owned by Thomson Scientific – who also own Web of Knowledge)ProCiteReference ManagerEndNote

Web-based servicesRefWorks (owned by CSA)EndNote on the WebZotero

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

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

EndNotemust be purchased and installed on your machine -

buy from OUCS shop (£78.20) 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

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

EndNote, EndNote Web & RefWorks comparedCompare features:

EndNote Web

EndNoteDesktop RefWorks

Save references + + +

Organize & edit references + + +

Storage capacity (number of references) 10,000 unlimited unlimited

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 +  

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

Scroll down

http://www.bodleian.ox.ac.uk/eresources/refworks

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

RefWorks v. EndNote

Now:A demonstration of RefWorksSome screenshots from EndNoteQuestionsFor detailed information look out for

half-day RefWorks and EndNote courses at OUCS

Conduct your Search

Choose appropriate database(s)Remember to use more than oneImport your references

– but are you seeing the same thing more than once?

Remember to import the references for the books you use from SOLO

Databases vs. Search engines

• Contents are indexed by subject specialists

• Subject headings• Limiting functions e.g.

publication types, languageAllow 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!

A quick look at EndNote

Now in version 13 – EndNote X3Good backwards compatibility with

earlier versionsEasy to import/export to other reference

management softwareALWAYS KEEP BACKUPS!

Support

http://www.endnote.com/support/ensupport.asp

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

Starting up

Opening a library

The library view

Removing duplicates

Add records manually

Exporting records as a bibliography

Bibliography as text file

In the new format

Adding bibliographic references from an EndNote Library to a document

Select reference

Insert citations in document

Format bibliography

Choose format

Formatted citations

…and list of refs at end

To change, unformat citations

…and select new style

Now in Harvard style

Courses and documentation

For product details and online guides see http://www.endnote.com/ and 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.

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 materials

Slides for this session can be downloaded/printed from http://www.bodleian.ox.ac.uk/science/training/biosciences