Managing your References
Sue Bird
Bodleian 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 bibliography
In footnotes or endnotes
In a consistent style of your choice or
as required by the publisher
You may want to refer to …
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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

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Word
Excel
Access
Etc.
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
What can they do?
 Store references to items in many different formats and material
types
 Search, select and output references in a variety of predetermined 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
EndNote
must 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 compared
Compare features:
EndNote
Web
EndNote
Desktop
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/eres
ources/refworks
http://www.bodleian.ox.ac.uk/sers/
resources/endnote
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
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
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!
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!
Support
http://www.endno
te.com/support/e
nsupport.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