An Introduction to EndNote and RefWorks Laura Barrett Psychology Librarian Undergraduate Services Librarian [email protected] 206-685-1901 .

An Introduction to EndNote and RefWorks

Laura BarrettPsychology LibrarianUndergraduate Services [email protected]

http://lib.washington.edu/subject/Psychology/classes/citationmgmt.ppt

UW Libraries 2007 2

EndNote and RefWorks:Introduction EndNote and RefWorks are bibliographic

management programs which help you organize citations and format bibliographies in different formats (APA, MLA, specific journal styles, etc.)

EndNote is an application which you install on your computer, meaning your citations are stored on your machine.

RefWorks is a web-based service, meaning your citations are stored on the RefWorks server.

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EndNote and RefWorks Workshop Agenda, p. 1 Part I: EndNote

Access Getting started Inputting citations

Manually Importing from PsycINFO Importing from Web of Science Storing PDFs and other files

Using with MS Word Formatting bibliographies

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EndNote and RefWorks Workshop Agenda, p. 2 Part II: RefWorks

Access Getting started Inputting citations

Manually Importing from PsycINFO Importing from Web of Science Storing PDFs and other files

Using with MS Word Formatting bibliographies

Part III: Resources and Additional Information

Part I: EndNote

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Accessing EndNote

EndNote: In order to use EndNote you or your department must purchase a license. Note: Some departments may already have licenses.

http://www.endnote.com/ Prices for purchasing EndNote X individually:

$299.95 $109.95 for students

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Getting Started: EndNote

Opening an EndNote library Go to File > Open > Open Library and do one of

the following Select from the list in the drop down menu Choose a .enl file from the Open dialog box

Creating a new EndNote library Go to File > New Name your library and save it from the New

Reference Library dialog box

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Creating references manually: EndNote Go to References > New Reference Choose the appropriate Reference Type

from the pulldown menu and fill in the fields Close the reference-EndNote will

automatically save it

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Importing citations from PsycINFOInstructions Perform your search and select the citations you

wish to export to EndNote In Results Manager

Select Results Fields : Complete reference Result Format : Direct Export Actions – Click SAVE The Direct Export screen will launch.

Select Export results to EndNote EndNote will launch Select your library and click the Open button, and EndNote

imports your citations.

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Importing citations from PsycINFOScreenshot


Importing citations from Web of ScienceInstructions Mark the references you wish to save Click Export to Reference Software

In Internet Explorer this will automatically launch EndNote, simply select the library you want to import to.

In Firefox open with EndNote and proceed as with Internet Explorer.

If your browser prompts you to open the file or save it to disk, select Open.

Note: I found this process to be much easier in Internet Explorer than in Firefox


Importing citations from Web of ScienceScreenshot


Inserting files in an EndNote reference Open the reference for editing Choose References > Insert Object > Choose File Locate the file and Insert it Each EndNote reference can contain only one

graphic or file attachment. If you insert a second graphic or file, it will replace the first one

EndNote recognizes at least these formats: Audio files (WAV, MP3); Microsoft Access files; Microsoft Excel, Power Point, Project, Visio, and Word files; Multimedia files (MOV, QuickTime); PDF files; Technical drawing files; Text and HTML files


Using EndNote with MS WordCite While You Write (CWYW) In EndNote, choose a style from

Edit > Output Styles > Open Style Manager In Word, place your cursor where you want to insert the citation.

Go to Tools > EndNote X > Go To EndNote In EndNote, select the citation to insert. Go to Tools > Cite While

You Write > Insert Citation EndNote automatically formats the citation in the selected style

and places the bibliography entry at the end of the document. Note: You can change the style of your bibliography in Word at any

time. Go to Tools > EndNote X > Format Bibliography. Then select the style you want and click OK.

Part II: RefWorks


Accessing RefWorks

RefWorks: As long as you are a University of Washington faculty, staff, or student, you have free access to a RefWorks account through the UW Libraries Catalog.http://catalog.lib.washington.edu/

Or, from on-campus, go directly to http://www.refworks.com/

Off-campus access is coming soon!


Getting Started: RefWorks

Creating your account and logging in Click on Login from the navigation bar or go

directly to http://www.refworks.com/refworks First-time users select Sign up for an Individual

Account


Creating references manually: RefWorks Select References from the pull-down menu

toolbar. Choose Add New Reference Choose your output style (e.g. APA) from the View

Fields Used By menu Next to Ref Type select the type of reference you

are entering (e.g. book, journal, dissertation) Enter the information and click Save when finished

Note: Green checked boxes indicate recommended information for your output style, but are not required for saving your reference.


Importing citations from PsycINFOInstructions, p.1 Perform your search and select the citations you wish to export to

RefWorks In Results Manager

Select Results Fields: Complete Reference Result Format: OVID Actions – Click SAVE Click Save at the File Download prompt. Select the location where you want to save the file, name the file, and Save.


Importing citations from PsycINFOInstructions, p.2 In RefWorks

Select References/Import from the toolbar. Select OVID as the data source and PsycINFO as the database Browse to find the text file and click on Open Click Import


Importing citations from PsycINFODirect Export (Coming Soon!) Perform your search and select the citations

you wish to export to RefWorks In Results Manager.

Fields: Complete Reference Result format: Direct Export Actions – Click SAVE Select Export Citations to RefWorks and

Continue The export will open RefWorks if it is not already

open and automatically import the references.


Importing citations from Web of ScienceInstructions, p.1 Perform your search and mark the citations you to export to

RefWorks Click on the Marked List icon when you are ready to export. On the Web of Science Marked Records Output Options Form

Leave the bold fields checked Check the abstract field if you want it included Leave the Field Tagged option selected and click the Save To File button Click the Save button to save the .txt file to your computer.


Importing citations from Web of ScienceInstructions, p.2 In RefWorks.

Select References/Import from the toolbar. Select ISI (Institute for Scientific Information) as the data

source and Web of Science as the database. Browse to find the text file and click on Open Click Import.


Inserting files in a RefWorks reference This feature is under development by

RefWorks and will be available in the future but is not currently active.

To attach files: Locate the reference you wish to edit. Click on the Edit link to open the reference in Edit

mode Click the Browse button to locate the attachment

to add Click Add Attachment to upload your file.


Using RefWorks with MS WordWrite-N-Cite, p.1 In order to use this feature, you must first download

the Write-N-Cite utility. Go to Tools > Write-N-Cite Inserting references

Open your MS Word document Launch Write-N-Cite (an icon is automatically put on your

desktop when you download it) In Word: put the cursor where you want to insert a

reference In RefWorks: Click Cite next to reference you want to insert


Using RefWorks with MS WordWrite-N-Cite, p.2 Formatting the bibliography (keep your Word

document and Write-N-Cite open) In Write-N-Cite: Click on Bibliography > select

the Output Style you want > click on Create Bibliography

Save your Word document


EndNote and RefWorks compare/contrast Access and Cost

While at UW After leaving UW

Where citations are stored Product support at UW Others?


Resources: EndNote

UW Libraries, EndNote Importshttp://www.lib.washington.edu/help/endnote/

UW Libraries, About EndNotehttp://www.lib.washington.edu/business/guides/endnote.html

UW Catalyst EndNote workshop: online curriculumhttp://catalyst.washington.edu/help/documentation/endnote/index.html

Univeristy of Michigan KNC “Automatically Creating Citations and Bibliographies with EndNote X”http://www.lib.umich.edu/exploratory/pdfs/endnote10.pdf

EndNote Technical Supporthttp://www.endnote.com/support/ensupport.asp

Download a free trial of EndNotehttp://www.endnote.com/endemo.asp


Resources: RefWorks

KNC “Automatically Creating Citations and Bibliographies with RefWorks”http://www.lib.umich.edu/exploratory/pdfs/refworks.pdf

RefWorks Tutorialhttp://www.refworks.com/tutorial/

RefWorks Quick Start Guidehttp://www.refworks.com/content/documents/RefWorks_Quick_Start_Guide.pdf


Questions?

An Introduction to EndNote and RefWorks Laura Barrett Psychology Librarian Undergraduate Services Librarian [email protected] 206-685-1901 .

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