Ales 204 presentation nov 4

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CITATIONS AND CITATION MANAGEMENT TOOLS

ALES 204Angie Chiu

November 4, 2011

INTRODUCTION TO CITATION MANAGEMENT TOOLS WORKSHOP Part 1: Getting started with RefWorks WORKSHOP Part 2: In-text citations and Write-N-Cite with RefWorks CONCLUSION: Other citation management tools and additional tips

Register for a RefWorks account From the university library home page, look under Services on the left-hand side tabs and

click on RefWorks Click on User Login Click Sign-up for a New Account

Download the Write-N-Cite plug-in fromRefWorks by going to Tools -> Write-N-Cite Available for Windows or Mac Note: The latest version of Mac OS (Mac OSX Lion – 10.7) is not compatible with Write-N-Cite

Tweet exercise for this class Tweet a reference/citation in your favorite citation format to @JessL

Lecture outline

What is a database? “A collection of information organized for retrieval. In libraries,

databases usually contain references to sources retrievable by a variety of means. Databases may contain bibliographic citations, descriptive abstracts, full-text documents, or a combination”.

(Hacker & Fister, 2010)

Examples: JSTOR, Science Direct, ISI Web of Knowledge Google Scholar vs. other databases

What is citation management software? A computer program that stores references and notes in a

personal database and can automatically generated formatted reference lists.

(Hacker & Fister, 2010)

The software may be stored on the computer or be a web application

Databases and citation management tools

Workshop Part I: Getting started with RefWorks

Register for RefWorks and log into your account

TASK: CREATE A NEW FOLDER Click on the New Folder button. New Folder Name Box appears. Call it “ALES 204 practice”. Click Create. The new folder will appear on the right hand

side “Folders” menu.

Creating your RefWorks database: Create a Folder

Ways of transferring reference data into RefWorks

Your RefWorks Database

1. IMPORT A RECORD

DIRECTLY a record from a database (e.g.

Web of Science, Science Direct,

JSTOR)

2. IMPORT A SAVED TEXT

FILE(e.g. .txt/.ris/BibTeX) file into

RefWorks

3. IMPORT A BOOK RECORD

(from the library catalogue)

4. Adding references MANUALLY

Instructions adapted from RefWords 2.0 Quick Start Guide and Introduction to RefWorks (University of Alberta Library, unpublished)

Many library databases have a “direct export” option that automatically pushes database records into RefWorks

Export from the database (Science Direct example) Find the Science Direct database from the library website Enter a search term related to your field of study—(example “yogurt”) Select (using the checkbox) article records that you want exported to RefWorks Click “Export Citations” Under “Export format”, select “RefWorks Direct Export”

A new pop-up window will open in the main RefWorks window Records automatically go into Last Imported Folder Click View Last imported Folder to inspect and edit records To move this reference to another folder (ie. your ALES 204 folder) , click on the checkbox to select the

reference, click on the ‘Add-to’ folder icon with green plus sign and select the folder called “ALES 204”.

Additional step for Exercise 6: Go back to the database citation and download and save the article to the computer

EXERCISE 1: Exporting a record directly from a database

Instructions adapted from RefWords 2.0 Quick Start Guide and Introduction to RefWorks (University of Alberta Library, unpublished)

Some databases do not have a direct export to RefWorks feature (e.g. PubMed). In this case, references need to be saved in a text file format that RefWorks can recognize. The references in the text file are then imported into RefWorks. Download a text file from a database (PubMed example)

Open PubMed Enter a search term related to your field of study Select (using the checkbox) article records that you would like to export Click on “Send to” Choose Destination: Select File, change Format to MEDLINE, and click on Create File. Open the file and save as text (.txt) file on the computer.

Go to your RefWorks window Select References -> Import from the drop down menu

In Import Filter/Data Source, select NLM PubMed. In Database, select PubMed.

You may select the folder to place the reference into; otherwise, records go into the Last Imported folder

EXERCISE 2: Download a text file, save it, and import into RefWorks

Instructions adapted from RefWords 2.0 Quick Start Guide and Introduction to RefWorks (University of Alberta Library, unpublished)

The UofA Library has three search interfaces: NEOS, WorldCat, and EBSCO. These search databses include book records and have export-to-RefWorks features.

Exporting NEOS catalogue records (NEOS) Go to the Library homepage Enter a search term—(Example: “climate change”) Select book records by clicking on the Mark button which is on the left

side of the screen Display selected record by clicking on Kept Tab at the top of the screen Click on the RefWorks icon

Records automatically go into Last Imported folder Click View Last imported Folder to inspect and edit records

EXERCISE 3: Importing a book record from the library catalogue

Instructions adapted from RefWords 2.0 Quick Start Guide and Introduction to RefWorks (University of Alberta Library, unpublished)

You can manually attach a file to a reference in your RefWorks database Select a reference in your database, click on the

‘Edit’ icon with pencil. Click on Browse. Select a file to attach. Select Open. Click on Add attachment. Click on Save Reference.

EXERCISE 4: Attaching files to a reference

Instructions adapted from RefWords 2.0 Quick Start Guide and Introduction to RefWorks (University of Alberta Library, unpublished)

5a. Create a stand-alone bibliography In RefWorks, click on Bibilography - > Create Choose the desired Output Style from the dropdown menu

Choose APA 6th for this exercise Click radio button next to Format a Bibliography from a List of References Use the drop down arrow next to File Type to Create to choose the type of file you

wish to create Choose Word for this exercise

Click on Create Bibliography

5b. Try changing reference styles Select the dropdown menu and choose another reference style, such as MLA

5c. Generate a spreadsheet file with all your references Go to the References tab and select “all in list” Go to References at the top of the page and choose Export Go to export format and select “Tab Delimited” Click Export Save the file to your computer Open Microsoft Excel and open the file

Exercise 5: Creating a Reference List

Instructions adapted from RefWords 2.0 Quick Start Guide and Introduction to RefWorks (University of Alberta Library, unpublished)

Workshop Part 2: In-text citations and Write-N-Cite

Download the Write-N-Cite plug-in in RefWorks by going to Tools -> Write-N-Cite Write-N-Cite for Microsoft Word is available for

Windows or Mac Note: The latest version of the Mac operating system

(Mac OS X Lion 10.7) is not compatible with Write-N-Cite

Available in Microsoft Word at UAlberta campus computer labs

Write-N-Cite with RefWorks

Quotation: using others’ words verbatim If your quote is short, introduce with a brief introduction If your quotation is longer than four lines, use a block quotation and consult the

appropriate style guide

Paraphrase: “to express someone else’s ideas in your own language” The paraphrase must be in your own words You may not substitute words or phrases here and there Sentence structure must be changed

Summarize: Understand the meaning of the passage and then outline the outstanding elements

in your own words.(Plotnick 2011)

Tip: Write your own notes for articles and work that you read and remember to

document the source in your notes.

Citations in the body of your work: Quotation, Paraphrase, or Summary

Sample sentence: “Cluster 1 consumers were drinkable yogurt likers. These consumers liked drinkable

yogurts that displayed moderate to high intensities of fresh fruit flavor and sweet taste. Other flavors (e.g., herbal/minty) and excessively high sweet taste were not liked.” (Thompson, Lopetcharat, and Drake, 2002, p. 3982)

How to introduce a short quotation - a few options: Option 1: Use a short introduction with the word that (Plotnick, 2011)

In a recent study by Thompson, Lopetcharat, and Drake (2002) , it was found that consumers who were drinkable yogurt likers “liked drinkable yogurts that displayed moderate to high intensities of fresh fruit flavor and sweet taste”.

Option 2: Use a short introduction followed by punctuation, e.g. a colon (Plotnick, 2011)

With respect to drinkable yogurt likers, Thompson, Lopetcharat, and Drake (2002) stated: “These consumers liked drinkable yogurts that displayed moderate to high intensities of fresh fruit flavor and sweet taste.”

How to paraphrase: Illegitimate paraphrase

In a recent study, it was found that drinkable yogurt likers liked drinkable yogurts that showed moderate to high intensities of fresh fruit flavor and sweet taste, while other flavors (e.g. herbal/minty) and excessively high sweet taste were not liked.

Quoting and paraphrasing

Open a Word file after you have installed Write-N-Cite

Click on the tab on top Add-ins and select Write-N-Cite

From the Write-N-Cite window select the reference you wish to insert.

Click Edit citation in the top right corner of the Write-N-Cite window to edit the output (e.g. to suppress authors or years)

Check formatting with your selected style guide

Exercise 6: Create in-text citation and generate

bibliography with Write-N-Cite

Conclusion: Other citation management tools and additional

tips

Note: From “Which citation management tool is right for you…,” University of Alberta Library (unpublished). Reprinted with permission.

Other citation management tools RefWorks EndNote Mendeley Papers Zotero

Cost U of A members & alumni

Trial Free 30 days Free 30 days Free

Cost Free

AICT $100 + $10

dispensing fee

1 GB Free $72 ($42 students)

100MB Free

RefWorks EndNote Mendeley Papers Zotero Access Access account & records

Online Yes Yes (via

EndNote Web)

Yes Yes Yes

Offline Yes Yes Yes Yes

RefWorks EndNote Mendeley Papers Zotero Store Organize references on computer

Windows

Yes (Web-based)

Yes Yes Yes Macintosh Yes Yes Yes Yes Linux (EndNote

Web web-based)

Yes Yes

iPhone/iPad Yes Yes Yes

RefWorks EndNote Mendeley Papers Zotero Read Import, search, read and organize PDF files

Extract metadata

Yes (DOI)

Yes (DOI, PubMed,

ArXiv, Google Scholar)

Yes Yes (Google Scholar)

Full text search

Yes Yes Yes Yes Yes

PDF viewer Yes Yes File organizer Yes Yes Create filters Yes Yes

RefWorks EndNote Mendeley Papers Zotero Search Search bibliographic databases

PubMed Yes Yes Yes Yes Scopus Yes Yes Web of Science Yes Yes Yes

Bookmarklet Yes Yes Yes Yes Yes

RefWorks EndNote Mendeley Papers Zotero Share Store online, sync, share with others

WWW Yes Yes Yes Yes Yes PDF files Yes Yes Public folders Yes Yes Yes

API Yes Yes Yes

RefWorks EndNote Mendeley Papers Zotero Write Microsoft

Word Yes Yes Yes Yes Yes

Chart Adapted from: •Martin Fenner’s Version 2.4 (Sep. 19, 2010) http://bit.ly/refman•University of Wisconsin Madison http://tinyurl.com/b6c9dp

Always remember to check your automatically generated bibliography for accuracy with respect to spelling and formatting

Visit the University of Alberta Library RefWorks page (http://guides.library.ualberta.ca/refworks) for tutorials and contact librarians for additional help with RefWorks or other citation management tools

Tips

References

Hacker, D. & B. Fister (2010). Glossary of Research Terms. In Research and Documentation Online 5th Edition. Retrieved from http://bcs.bedfordstmartins.com/resdoc5e/glossary-of-research-terms.htm

Proctor, M. (November 3, 2011). How Not to Plagiarize. Retrieved from: http://www.writing.utoronto.ca/advice/using-sources/how-not-to-plagiarize

Plotnick, J. (November 3, 2011). Paraphrase and Summary. Retrieved from: http://www.writing.utoronto.ca/advice/using-sources/paraphrase

RefWorks 2.0 Quick Start Guide. Retrieved from: http://support.refworks-cos.com/display/4/kb/article.aspx?aid=2309

Thompson, J. L., Lopetcharat, K., & Drake, M. A. (2007). Preferences for commercial strawberry drinkable yogurts among african american, caucasian, and hispanic consumers in the united states. Journal of Dairy Science, 90(11), 4974-4987. doi:10.3168/jds.2007-0313