Transcript Reference Manager - Penn State University

Reference Manager
Making your life easier!
Updated September 2007
Why use Reference Manager?
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Automates tedious tasks
Bibliographies
 In-text citations
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Searchable database of articles
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Find papers we have
Search for new references
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Info automatically entered
HEIFCAL – Heinrichs’ Lab Database
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Stored on web
BROWSE ONLY
DO NOT change
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If you find errors, contact Coleen
Students’ files
Stored on network while you’re here
 Copied to main database when you
leave
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HEIFCAL files on the web
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http://www.das.psu.edu/dairynutrition/manual/
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Right click on links to save files to your
hard drive
Index file --- .rmx
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Database file --- .rmd
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Change file extension to .rmx
Change file extension to .rmd
Journal of Dairy Science Output Style
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Change file extension to .os
Location of files on your hard
drive
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C:
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Program files
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Reference Manager 11
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Your database
Copy of HEIFCAL (if you want)
Styles Folder
 Journal of Dairy Science.os
 All other output styles
Working with Reference
Databases
Searching – New References
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Start within Ref Man
Pub Med
 ISI Web of Science
 Auto entry
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Start from library databases
Agricola (via CSA); others
 Auto entry using Import Filter Editor
(IFE)
 Must double check citation accuracy
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Using IFE (import filter editor)
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Find references in Agricola (or another
search engine)
Save records as a .txt file
References, import text file
Choose import
filter
Searching – Existing Database
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Enter word or phrase
Add connectors (and, or, not)
Click binoculars icon
Other Handy Features
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Copy between databases
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Copy references from a temporary
search database to main database
Duplicate search
Check your database against
HEIFCAL
 Delete duplicates from YOUR file
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More Handy Features
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Output styles
Modify bibliography styles
 Make other lists
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Term Manager
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Assign journal abbreviations
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Recommend you enter full name and
standard abbreviation in your database
Manage key words, authors
Entering Data by Hand
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Try to avoid this
Enter keywords from list
Choose authors and journal titles
from list when possible
Double-check dates, pages
Set up field and type preferences
(tools menu)
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When you open the database, choose
Read-Write Exclusive from the
access type menu
Using Reference
Manager with Word
Cite While You Write
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In-text citations
Automatic reference list
Alphabetized for you!
 All the correct periods, commas,
colons, spaces, etc.
 You simply check it
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Toolbar automatically installed in
Word
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If not, we can install it manually
Setting up a new document
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Open a new Word document
Find Reference Manager Toolbar
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If not visible, go to View, Toolbars,
Reference Manager
Click on icon to generate a
bibliography (numbered list icon)
Reference Manager Toolbar
Generate Bibliography
Adding in-text citations
In-text, continued
Enter author and
click “perform
search” button.
In-text, continued
Working with in-text citations
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Insert new references
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Click on magnifying glass icon
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Search by author
Add/Remove references from existing
citations
Right click on citation
 Choose “edit citation”
 Click on the “insert” or “remove” button
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Modify a citation
Right click, choose “edit”
 Click box next to “exclude author” or
“exclude year”
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Editing existing citations
Multiple databases
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Can enter citations from more than
one database (eg. Heifcal plus your
personal one)
Just open multiple databases in ref
man
If reference is in both databases,
be sure to only cite from one of
them
Auto formatting
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Citations with the same author,
year are automatically designated
as a, b, c, etc.
Reference list is generated at end
of document, using output style you
specified (or default)
In-text citations are sorted
according to output style
Errors and oddities
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If you find an error in a reference
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Remove all instances of the citation from
Word
Go to ref man database and fix error
Re-insert citation in Word
Alternative: fix later
Multiple citations for the same reference
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Usually caused by inserting citations from
more than one database
Could also be duplicates within a database
Oddities that require a manual fix
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Citations such as (Quigley et al., III,
2005)
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Reference list font
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Location of reference list
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These items cannot be fixed until
the ref man codes have been
removed from the document
Final step for the document
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Usually just before a paper is
submitted
Click on the “remove field codes”
icon
Word automatically opens a copy
of the document
Save the copy with a new name
 Make manual changes
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