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Reference Manager

Reference Manager. Making your life easier!. Updated September 2007. Why use Reference Manager?. Automates tedious tasks Bibliographies In-text citations Searchable database of articles Find papers we have Search for new references Info automatically entered.

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Reference Manager

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  1. Reference Manager Making your life easier! Updated September 2007

  2. Why use Reference Manager? • Automates tedious tasks • Bibliographies • In-text citations • Searchable database of articles • Find papers we have • Search for new references • Info automatically entered

  3. HEIFCAL – Heinrichs’ Lab Database • Stored on web • BROWSE ONLY • DO NOT change • If you find errors, contact Coleen • Students’ files • Stored on network while you’re here • Copied to main database when you leave

  4. HEIFCAL files on the web • http://www.das.psu.edu/dairynutrition/manual/ • Right click on links to save files to your hard drive • Index file --- .rmx • Change file extension to .rmx • Database file --- .rmd • Change file extension to .rmd • Journal of Dairy Science Output Style • Change file extension to .os

  5. Location of files on your hard drive • C: • Program files • Reference Manager 11 • Your database • Copy of HEIFCAL (if you want) • Styles Folder • Journal of Dairy Science.os • All other output styles

  6. Working with Reference Databases

  7. Searching – New References • Start within Ref Man • Pub Med • ISI Web of Science • Auto entry • Start from library databases • Agricola (via CSA); others • Auto entry using Import Filter Editor (IFE) • Must double check citation accuracy

  8. Using IFE (import filter editor) • Find references in Agricola (or another search engine) • Save records as a .txt file • References, import text file • Choose import filter

  9. Searching – Existing Database • Enter word or phrase • Add connectors (and, or, not) • Click binoculars icon

  10. Other Handy Features • Copy between databases • Copy references from a temporary search database to main database • Duplicate search • Check your database against HEIFCAL • Delete duplicates from YOUR file

  11. More Handy Features • Output styles • Modify bibliography styles • Make other lists • Term Manager • Assign journal abbreviations • Recommend you enter full name and standard abbreviation in your database • Manage key words, authors

  12. Entering Data by Hand • 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) • When you open the database, choose Read-Write Exclusive from the access type menu

  13. Using Reference Manager with Word

  14. Cite While You Write • In-text citations • Automatic reference list • Alphabetized for you! • All the correct periods, commas, colons, spaces, etc. • You simply check it • Toolbar automatically installed in Word • If not, we can install it manually

  15. Setting up a new document • Open a new Word document • Find Reference Manager Toolbar • If not visible, go to View, Toolbars, Reference Manager • Click on icon to generate a bibliography (numbered list icon) Reference Manager Toolbar

  16. Generate Bibliography

  17. Adding in-text citations

  18. In-text, continued Enter author and click “perform search” button.

  19. In-text, continued

  20. Working with in-text citations • Insert new references • Click on magnifying glass icon • Search by author • Add/Remove references from existing citations • Right click on citation • Choose “edit citation” • Click on the “insert” or “remove” button • Modify a citation • Right click, choose “edit” • Click box next to “exclude author” or “exclude year”

  21. Editing existing citations

  22. Multiple databases • 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

  23. Auto formatting • 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

  24. Errors and oddities • If you find an error in a reference • 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 • Usually caused by inserting citations from more than one database • Could also be duplicates within a database

  25. Oddities that require a manual fix • Citations such as (Quigley et al., III, 2005) • Reference list font • Location of reference list • These items cannot be fixed until the ref man codes have been removed from the document

  26. Final step for the document • 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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