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  1. 1. MANAGING YOUR ONLINE RESOURCES Using EndNote7 With WSU Library Databases May 2004
  2. 2. Using EndNote7 With WSU Library Databases
  3. 3. What Can EndNote7 Do For Me? • EndNote7 is a citation manager, or bibliographic database manager • You can enter bibliographic data for a variety of media (books, articles, URLs, electronic resources, etc.) then sort the references and create bibliographies in different output styles such as MLA or APA • Share EndNote7 libraries with colleagues
  4. 4. EndNote7 Overview (Cont’d) • From your EndNote7 library you can select references to insert into Word or WordPerfect manuscripts, and EndNote7 will create the bibliography at the end of the paper automatically (Cite While You Write) • Use predefined MS Word manuscript templates • Build your EndNote7 library by importing records from the WSU Griffin online catalog or the online indexes & abstracts (subscription databases) • Find references in your EndNote7 libraries with its built-in search engine
  5. 5. Thomson ISI ResearchSoft • EndNote7 is one of three bibliographic citation managers produced by Thomson ISI ResearchSoft ( • The others are ProCite version 5 and Reference Manager version 11 • Thomson ISI also runs the ISI Web of Knowledge (Science Citation Index etc.) and recently acquired BIOSIS
  6. 6. Comparisons of their 3 Products • A chart produced by Thomson ISI Researchsoft, at: • A spreadsheet from the University of Oregon Libraries, at: ures.html • A chart from the UCLA Biomed Library, at: /bibcompare.cfm
  7. 7. Comparisons (Cont’d) • A webpage from Purdue University, at: tation_managers/choose.html • The website of Francesco Dell’Orso, where he has published the 8th edition (Nov. 17, 2003) of “Bibliography Formatting Software: an Evaluation Template”, at: bfs/text/index.html
  8. 8. Comparisons (Cont’d) • All 3 cost between $300-350, with CD-ROM and manual; there is no faculty discount, but the student editions are about $100. • Reference Manager v.11 lacks a MacIntosh version, but works the best in a (Windows) networked systems environment • EndNote7 has the most output styles and handles images (one per record) and the placement of figures & tables • ProCite v.5 has the most predefined reference types and allows more data fields per record • ProCite v.5 offers no spell check function
  9. 9. This EndNote7 screen lets you open an existing or new library
  10. 10. We’ve started EndNote7 and opened the Paleo.enl sample library
  11. 11. A “Library Window” displays all 200 paleontology references sorted by year
  12. 12. You can sort by any of the columns; here we have clicked on the author column
  13. 13. Select and highlight the Babcock reference; then double-click it
  14. 14. The Babcock reference is an EndNote7 “Reference Type” of Journal Article
  15. 15. There is a pulldown menu of 26 Reference Types, to select from before manually entering data
  16. 16. Here is a different view of the Babcock article, showing in a “preview pane” at the bottom
  17. 17. The preview pane shows the article citation in any one of over 1000 output styles that come with EndNote7
  18. 18. Now we are looking at the Babcock citation in the “Journal of Geology” output style
  19. 19. The Style Manager is for storing and editing output styles
  20. 20. There are several ways to get references into our new library without manually typing them: • Using connection files to search WSU Library databases from within EndNote7’s own search engine • Directly exporting references from WSU Library databases into an EndNote7 library • Searching WSU Library databases, saving the results as .txt files, then using EndNote7 filters to import references into our library
  21. 21. Connection File Method • Connection files use the Z39.50 standard protocol to connect to library catalogs and other bibliographic databases • Each connection file is designed for a particular database from a single information service provider (i.e. OCLC) • They may be customized with such items as usernames, passwords for a university • New connection files may be downloaded from • Connection files search with EndNote7’s own (comparatively limited) search engine
  22. 22. Databases which work OK with the Connection File Method • Agricola • WorldCAT • CAB Abstracts • GeoRef • Biosis • Zoological Record • Griffin online catalog • Web of Science
  23. 23. The Connection Manager lets you store and edit connection files
  24. 24. This is the first screen of the connection file for Agricola (OCLC)
  25. 25. If we select “connection settings” this screen becomes available
  26. 26. Customize with server address, port ID, user ID, and password
  27. 27. This shows the connection file settings for the Griffin online catalog
  28. 28. Connection File Method View Demonstration
  29. 29. Direct Export Method • Many online database vendors, such as OCLC FirstSearch, ProQuest, or the ISI Web of Science, provide for a direct export of references into EndNote7 • This method does away with the need to save references to a text file and then import that file with an import filter; all you need do is choose the EndNote Library into which the data should be imported
  30. 30. Direct Export Method View Demonstration
  31. 31. Import Filter Method • Filters are specific to both the bibliographic database and information provider (e.g. SilverPlatter) which they were designed for • Filters map the data in resultant references into the proper data fields within EndNote7 Reference Types and libraries • New filters may be downloaded from • Filters may be created, modified, customized and shared
  32. 32. The Filter Manager is for storing and editing import filters
  33. 33. The import filter for Agricola
  34. 34. The import filter for the CAB database from SilverPlatter
  35. 35. Insert Viewlet (Import Filters) View Demonstration
  36. 36. WSU Agricultural Databases by Vendor and Suggested Method • OCLC FirstSearch • Agricola (use direct export • GPO Monthly Catalog method) • WorldCAT • GeoBASE
  37. 37. WSU Agricultural Databases by Vendor and Suggested Method • SilverPlatter • CAB Abstracts WebSpirs5 (use • GeoRef import filter method) • Biosis
  38. 38. WSU Agricultural Databases by Vendor and Suggested Method • CSA or Cambridge • Environmental Scientific Abstracts Science and Pollution (use import filter Management method) • Zoological Record
  39. 39. WSU Agricultural Databases by Vendor and Suggested Method • Innovative Interfaces • Griffin online catalog INNOPAC (use import filter method)
  40. 40. WSU Agricultural Databases by Vendor and Suggested Method • UMI ProQuest (use • Digital Dissertations import filter method)
  41. 41. WSU Agricultural Databases by Vendor and Suggested Method • Thomson ISI (use • Web of Science direct export method)
  42. 42. Sample of Help on the Web from Database ProducersVendors
  43. 43. Favorite EndNote7 TutorialsWebsites • NIH Library Viewlets at: TrainingDescription.htm?ID=27#Tutorial • University of Queensland at: • Taubman Medical Library at: • Berkeley Optometry Library at: • University of Chicago John Crerar Library at: ome.html
  44. 44. TutorialsWebsites (Cont’d) • Curtin University of Technology at: testep_intro.html • Penn State at: htm#top • Monash University at: .htm • EndNote main website Technical Support at:
  45. 45. TutorialsWebsites (Cont’d) • University of Texas at Austin at: urces/end_faq.html#2 • University of Hawaii at: • UNC Chapel Hill at: • RMIT University Libraries at:
  46. 46. TutorialsWebsites (Cont’d) • Australian National University (ANU) at: • UC Davis at: torials/Endnote7.htm • The University of Aukland, New Zealand at: cTutorial2003(v6).pdf • Australian Catholic University at:
  47. 47. EndNote7 Discussion GroupsListservs • ProCite List at the University of Indiana at: eContents • DISC Bibliographic Software Board at: egory=10&SESSID=40b42f91e0b2f7e52d230064 b000234c • Adept Scientific archive at: • Interest Mailing List at:
  48. 48. A Word of Caution: Copyright and Fair Use Policies • NOTICE REGARDING LEGAL USE OF DOWNLOADED REFERENCE DATA • EndNote gives you the capability to import references from online databases and store them in your personal EndNote libraries. Some producers of online reference databases expressly prohibit such use and storage of their data, others charge an extra fee for a license to use the data in this way. • Before you download references from a database, be sure to carefully check the copyright and fair use notices for the database. • Note that different databases from the same provider may have varying restrictions.
  49. 49. Link to References about EndNote, ProCite and other Citation Managers •