Library Resources & Skills Overview

Library
Resources &
Skills
OVERVIEW
Awot Kiflu Gebregziabher
email: Awot.Gebregziabher@uct.ac.za
Tel.: 021 650 4399

Topics covered
Literature search and access
Keeping up-to-date in research
Citing & Referencing
Research Data Management (RDM)
Physical tour to the library space

Objective
You will
◦ know ways of searching for scholarly resources
◦ be aware of the tools available that facilitates your research and
studies: searching, referencing, keeping up-to-date and research
data management
◦ know library services available to you

Literature search and
access
◦ Methods
◦ Tools to search in: Primo, Databases
◦ Library eBooks
◦ Off-campus access
◦ Interlibrary Loans service

Literature search and access: methods
Methods of literature search: several ways
◦ Topic / Keywords search:
◦ Related content suggestion
by databases
◦ Cited references of a document
◦ Citing publications
◦ Publications of known author

Literature search and access: methods …
Topics / Keywords search
◦ Databases do not understand natural language
◦ Boolean logic provide efficient search
◦ Use Boolean operators to specify how keywords are related
AND, OR, NOT
◦ the logic is similar to set operations in mathematics

Topics / Keywords search …
◦ A ꓴ B = A OR B
◦ A ꓵ B = A AND B
Set
A
Set
B
BA
BA

Simple five steps for efficient search statement
Step 1. Write down your topic in its simplest form
Step 2. Identify main concepts
Step 3. List alternative terms for each concept
Step 4. Use Boolean operators to specify how keywords are related
Step 5. Search in Primo, databases

Step 1. Write down your topic in its simplest form
Example:
Effect of climate change on fynbos vegetation.

Step 2. Identify main concepts
Example:
Effect of climate change on fynbos vegetation.
Concept 1
Climate change
Concept 2
fynbos

Step 3. List alternative terms for each concept. Consider using
synonyms, broader terms, narrower terms … Think of all possible
keywords/phrases an author may refer to a specific concept
Example:
Concept 1
Climate change
Global warming
Greenhouse effect
Concept 2
fynbos
Cape flora
Mountain fynbos

◦ OR maximizes your retrieval, use it between alternative terms
Dairy OR Vegetable OR Meat
Dairy
Vegetable
Meat
Dairy
Vegetable
Meat

Step 4. Use Boolean operators to specify how keywords are related …
◦ AND narrows / filters your search, use it between terms
different concepts
Climate change AND society
Climate
change Society
Society
Climate
change

◦ NOT excludes unwanted terms
Birds NOT Vultures
Birds Vultures
Birds Vultures

◦ Write Boolean operators in upper case to enable search engine
identify them as operators
Example:
Concept 1
Climate change
Global warming
Greenhouse effect
Concept 2
fynbos
Cape flora
Mountain fynbos
AND OR
OR
OR
OR

Step 5. Search
◦ Enclose phrases in inverted comma “ ” to force exact phrase
search
◦ Enclose keywords of the same concept in round bracket ( ) to
prioritise operations
(“climate change” OR “global warming” OR “greenhouse effect”) AND
(fynbos OR “Cape flora” OR “mountain fynbos”)

Step 5. Search …
Single search box:
(“climate change” OR “global warming” OR “greenhouse effect”)
AND (fynbos OR “Cape flora” OR “mountain fynbos”)

Step 5. Search …
Structured search box:
“Climate change” OR “Global warming” OR “greenhouse effect”
Fynbos OR “Cape flora” OR “mountain fynbos”

Practical Exercise
1. Using Boolean operators compile search statement to find recent
publications on
Climate Change adaptation in Southern Africa after the 2015 Paris
Agreement.

Considerations
◦ Each database use additional symbols for more efficient search, so
check their help facility for more search tips. Check topics
◦ Truncation: root words and variants, …
◦ Proximity search
◦ Wildcards: spelling variations, …
◦ Make use of subjects / thesauri facility in databases

Literature search and access: tools to search
Primo: searching platform at UCT
Databases: searchable electronic collection of scholarly resources
◦ Scopus, Web of Science, EBSCOhost, JSTOR, Academic One File …
◦ More list in Environmental and Geographical Science Library Guide
Free tools
◦ Google Scholar: http://scholar.google.com
◦ Dimensions: http://app.dimensions.ai
◦ Microsoft Academic: http://academic.microsoft.com

Literature search: Databases and Platforms - Primo
Primo
◦ One stop shop searching tool
◦ UCT Libraries collection
◦ physical collection (Library Catalogue)
◦ electronic resources: articles, e-books, e-newspapers,
thesis (OpenUCT), …  all databases
◦ Other Primo user institutions / libraries

Literature search: Databases and Platforms - Primo …
Primo …
◦ Signing in to Primo provide
◦ Access to electronic resources
◦ Personal favourite folder for building
◦ Personal library for items of interest
◦ List of search statements and search histories
◦ My Library Card which allows you to manage your loan and
request activities

Access Primo from
UCT Libraries
page:
www.lib.uct.ac.za

Searching
panel
Information
panel

Filtering
options

Expand each
field for more
options

ExcludeInclude

Primo resource pool
UCT
>2,250 institutions
worldwide contribute
to Primo resource pool

Specific / known search: when part
of an item is known
Keyword / key phrase / topic search

Browses: indexed list of UCT catalogue (Books and journal
titles)
Title: Ignore ‘a’, ‘an’ or ‘the’ if positioned at start of title
Author: surname, given name

Practical exercise:
Find the following item and identify the type of resource
Title – The globalization and environment reader
Author – Peter Newell and J. Timmons Roberts

Literature search:
Databases and
Platforms - Primo
…
Primo: Simple search
For topic / keyword
search
You can specify where to search.
Search everything searches all.
Physical
collection

Literature search:
Databases and
Platforms - Primo
…
Primo: Advanced
Search
For topic / keyword
search
More options to specify your search

Literature search:
Databases and
Platforms - Primo
…
Resource types:
• Journals
• Articles
• Book

Literature search:
Databases and
Platforms - Primo
…
Resource format
• Electronic
resource =
‘Available Online’
• Physical items =
physical location

Links to direct access
to e-resources
Literature search:
Databases and
Platforms - Primo
…
Electronic resources
• have full text links
from access
providers

Shelf number
Literature search:
Databases and
Platforms - Primo
…
Physical items have
• Branch library
• Shelf location
• Shelf number /
spine lable = like
street number

Literature search:
Databases and
Platforms - Primo
…
Requesting for items
• not on the shelf or
• in branch library
Select pick-up
location and submit.
You will be notified to
collect

Literature search:
Databases and
Platforms - Primo
…
can be identified the
‘Available Online’
designation

Links to directly
accessing the
content
Link to journal
profile page
Literature search:
Databases and
Platforms - Primo
…
• Full text can be
obtained through
direct links

Article access
from more
than one
database links
Literature search:
Databases and
Platforms - Primo
…

Multiple Versions
Literature search:
Databases and
Platforms - Primo
…
Multiple Versions
• Reflect editions of
an item

Literature search: Databases and Platforms …
Databases:
◦ access from UCT Library webpage www.lib.uct.ac.za  Search &
Find menu  Databases (A-Z)
◦ Use off-campus login to access e-resources from outside UCT
grounds
◦ Live demo: Scopus, Web of Science, Academic One File, Academic
Search Premier (EBSCOhost ) …

Literature search: Databases and Platforms: Scopus
Scopus
◦ the largest abstract and citation database of peer-reviewed
literature: scientific journals, books and conference proceedings.
◦ multidisciplinary database indexing > 70 million items
◦ >1.4 billion cited references
◦ product of Elsevier the publisher together with ScienceDirect,
Mendeley and Engineering Village

Literature search: Databases and Platforms: Scopus …
Scopus benefits
◦ Collection of abstracts and their
citation data
◦ Personalised alerting facility
◦ New publication alert for
search statements
◦ Followed authors
◦ Citation alert for a
document
◦ Each publication with FindIt link
that resolve UCT’s access to
open full text through Primo
◦ List of journals for a Scopus
subject category

Scopus: access from UCT Libraries webpage Search & Find 
Databases (A-Z)

Login, or
Sign-up for user
profile using your
UCT email

Searching option

Journal search by
Scopus subject category

Personal alert lists

set citation alerts to follow citing documents

Literature search: Databases and Platforms: Web of Science
Web of Science
◦ database platform that enable
searching on seven subscribed
databases (UCT)
◦ Web of Science Core
Collection (1962-)
◦ Biological Abstracts (1990-)
◦ SciELO Citation Index
(1997-)
◦ Zoological Record (1993-)
…
◦ Product of Clarivate Analytics
like EndNote, Journal Citation
Index (JCR) and Publons

Web of Science
◦ Web of Science Core Collection
◦ multidisciplinary database
◦ indexes >20,000 strictly
selected & curated journals
◦ 1.4 billion cited references
going back to 1900
◦ Indexes funding information of a
publication

Web of Science benefits
◦ Access to literature and
citation data
◦ Personalised alerting facility
◦ New publication alert for
search statements
◦ Citation alert for a
document
◦ Each publication with FindIt
link that resolve UCT’s access
to open full text through
Primo

Sign in or
Registered with your UCT email

Search options

Access, alerting … functionality

Set-up document
citation alert

Literature search: Databases and Platforms …
Live Demo of free databases
◦ Google Scholar: http://scholar.google.com
◦ Dimensions: http://app.dimensions.ai
◦ Microsoft Academic: http://academic.microsoft.com

Interlibrary Loans (ILL)
ILL@uct.ac.za

Literature search: Interlibrary Loans
A service that sources items that UCT Libraries does not own.
Resources are obtained from other national and international libraries
◦ Free for national items
◦ Might have cost for international items
◦ ILL will communicate with you for your decision
E-mail: ILL@uct.ac.za

How to request
 UCT Libraries homepage (www.lib.uct.ac.za )
 Services menu
 Interlibrary Loans
 Main Library
 select appropriate request form
 Submit completed form
 wait for communication from ILL
Literature search: Interlibrary Loans …

Literature search: Interlibrary Loans …

Off-campus access
Access to electronic resources outside
UCT grounds

There are two ways to gain access to electronic resources outside UCT
grounds
1. Through Primo: sign in when using Primo to access electronic
resources
Literature search: Off-campus access

2. Through Off-campus Login: to access databases, Primo …
Literature search: Off-campus access …

Use your UCT Network
username and password

Page authorization indicated by
additional string on the web address.

Library eBooks
◦ Basics
◦ Access platforms
◦ Readers and Adobe ID
◦ Printing & Copying

Library eBooks:
Basics
Screen readable books: online / offline
Paid Access

Library eBooks:
Basics …
◦ Free to user
◦ Indexed in Directory of Open Access Books
(DOAB)
Open Access Books:
from Primo

Library eBooks:
Basics …
Open Access Books:
link to eBook through
OAPEN Free platform

Library eBooks:
Basics …
Open Access Books:
link to eBook through
DOAB (Directory of
Open Access Books)

Library eBooks:
Basics … ◦ Paid access eBooks are accessed from
◦ Publishers
◦ eBook aggregators
◦ Scholarly databases
◦ Each platform have different interfaces
Paid access eBooks

Library eBooks:
Basics …
Library eBooks have
◦ loan model
◦ no. of simultaneous user limits
Access & user limits depends on
• access provider platform
• publisher-aggregator agreement
Paid access eBooks

Library eBooks:
Basics …
Paid access eBooks
Access Model
Number of simultaneous
users limit
Usual Loan
period
One user One Vary
Three User Three Vary
Concurrent / Non-Linear
Specific number of user
access per year
Vary
Unlimited / Unrestricted No limit Vary
Short Loan Vary: five, Vary

Library eBooks:
Access
platforms
◦ publishers websites
◦ Springer, Elsevier, Wiley, university presses, …
◦ eBook aggregator platforms
◦ EBSCOhost, Dawsonera and Ebook Central
◦ databases
◦ JSTOR and Project Muse

Library eBooks:
Access
platforms …
Each platform have user profile
◦ Create / login
◦ To access and use eBook platform
◦ To download / borrow eBook
◦ Use your MyUCT email address to be identified
as UCT user
General information

Library eBooks:
Access
platforms …
Digital Rights Management (DRM) application controls
◦ Sharing
◦ Distribution
 number of pages a user prints or copy’s will be
counted limited
 10% a book is allowed for academic purpose
Publishers mostly provide DRM free access
General information

Library eBooks:
Access
platforms …
From Primo link to
eBooks usually will
have License details

Library eBooks:
Access platforms
eBook aggregator:
EBSCOhost from Primo
access link

Library eBooks:
access- EBSCOhost
Open the PDF Full Text
button to read

Library eBooks:
access- EBSCOhost
The platform have
facilities
• searching within
the book
• personal note
taking space

Library eBooks:
access- EBSCOhost
Download for offline
reading

Library eBooks:
access- EBSCOhost
Select Sign In / Create
Account to proceed

Library eBooks:
access- EBSCOhost
Login or create user
account to proceed
Use your MyUCT email
to sign-up to be
identified as UCT user

Library eBooks:
access- EBSCOhost

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera use
provided link to access
the eBook

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera: use your
UCT network detail to
log in

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera:

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera: if you
open platform directly
from Databases (A-Z)
from UCT libraries
website, Sign-in to
access purchased
books

Library eBooks:
Access platforms:
eBook aggregator
eBook aggregator:
Dawsonera …
Select Shibboleth login
link

Library eBooks:
Access platforms:
eBook aggregator
eBook aggregator:
Dawsonera …
Select University of
Cape Town and
Proceed

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera:
Use your UCT network
credentials to login

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera:
Select the one of the
Yes options to proceed

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera:
Use browse list or
search box to find
desired book

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera:
Further filtering can be
done using the
righthand side filters

Library eBooks:
Access platforms:
eBook aggregator
Dawsonera:
You now have full
access to read online
or offline

Library eBooks:
Access platforms:
eBook aggregator
Ebook Central:
• Link to eBook
platform from
Primo

Library eBooks:
Access platforms:
eBook aggregator
Ebook Central:
Create user account
OR
Sign in if you have one

Library eBooks:
Access platforms:
eBook aggregator
Ebook Central:

Library eBooks:
Access platforms:
eBook aggregator
Ebook Central:
The platform allows
you to search for more
purchased books
More help videos

Library eBooks:
Readers and
Adobe ID
◦ Offline use usually needs one of the eBook reader
software below
◦ Adobe Digital Edition
◦ Bluefire Reader
◦ Readers are
◦ Freely available online software
◦ Install one of them in your devices
◦ Compatible to any device
◦ both use Adobe ID for syncing across devices

Library eBooks:
Readers and
Adobe ID
◦ Install Adobe Digital Edition for PC
https://www.adobe.com/africa/solutions/ebook
/digital-editions/download.html
◦ Mobile App: App Store & Google play
Adobe Digital Edition

Option 1
Option 2
Library eBooks:
Readers and Adobe
ID
Adobe Digital Edition
Use Option 1 to use your
account in any device
Use Option 2 to
authorize current device
only

Library eBooks:
Readers and
Adobe ID
◦ Install the software from the following link for
Windows PC
http://www.bluefirereader.com/bluefire-
reader.html
◦ Mobile apps available:
◦ >APPLE iOS
◦ >ANDROID
BlueFire Reader

Library eBooks:
Readers and Adobe
ID
Bluefire reader
• Ones you install, you will
be prompted to sign in.
• Sign-in if you have
Adobe ID. If not, create
Adobe ID.

Library eBooks:
Readers and Adobe
ID
Adobe ID
Create Adobe ID from
www.adobe.com
select ‘Sign-in’

Library eBooks:
Readers and
Adobe ID
Adobe ID:
Select ‘Get an Adobe
ID’ button to create
an ID then use

Keeping up-to-date in
research
Alerts
RSS feeds
Intelligent tools: learn & recommend / suggest

Keeping up-to-date in research
◦ being up-to-date with current research is key in a research process
◦ way of finding literature
◦ way of learning new ideas
◦ way of identifying peer researchers (potential collaborators)
◦ several ways
◦ setting alerts
◦ using RSS feeds
◦ let intelligent tools learn your search and get recommendations

Keeping up-to-date in research: Alerts
◦ Alerts are notifications for new information
◦ Search alert
◦ Citation alert
◦ Conference alert
◦ New books alert
◦ Alerting databases require users to create user account to set up
personalized alerting.

Keeping up-to-date in research: Alerts …
◦ Considerations to set up alerts
◦ Search alert:
◦ formulate good search statement
◦ selection of alerting tool
◦ Citation alert
◦ find seminal publication/s for your research

Keeping up-to-date in research: Alerts …
Example setting search and citation alert using Scopus
1. Open Scopus database and sign-in or register for a user account
2. Conduct your search and set alert for the search statement
◦ use set alert button
◦ give a simple reminder name of the alert as it will be the subject of
the email
◦ specify how frequent you would like to receive the alert
See screenshots next slides.

Keeping up-to-
date in research:
Alerts …
Access Scopus from
Databases (A-Z) in the
UCT Libraries website
www.lib.uct.ac.za

Keeping up-to-
date in research:
Alerts …
Navigate to Scopus

Keeping up-to-
date in research:
Alerts …
If you have to choose
organization, select
appropriate one and
continue.

Keeping up-to-
date in research:
Alerts …
Login or create an
account to set-up
personalized alerts
and save search
statements.

Keeping up-to-
date in research:
Alerts …
Enter your search
statement and
conduct your search

Keeping up-to-
date in research:
Alerts …
Use ‘Set alert’ button
to set up

Keeping up-to-
date in research:
Alerts …
Alert name will be
used as email subject.
select frequency

Keeping up-to-date in research: RSS Feed
RSS Feeds
• RSS stands for Really Simple Syndication or Rich Site Summary
• Provides summary list of updates
• Primo and databases create RSS Feed as you save search
statements
• After setting up RSS Feeds, feed reader would enable you to access
updates: e.g. Feedly

Example: Use Scopus
1. Open Scopus database and sign-in or register for a user account
2. Conduct your search and set alert for the search statement
◦ use ‘Set feed’ button to subscribe to your search feed
◦ give a simple reminder name of the feed
See screenshots on next slides continuing with the example used for
alerting in Scopus

Keeping up-to-
date in research:
RSS Feed
Give a simple name as
a reminder

Keeping up-to-
date in research:
RSS Feed
Copy the RSS link in to
a preferred RSS reader
Feedly will be used as
an example

Keeping up-to-date in research: RSS Feed reader
Feedly is free tool from www.feedly.com
◦ multifaceted tool that will help you to keep current
◦ RSS is part of it
◦ it helps to
◦ organize
◦ save and
◦ share contents

Keeping up-to-
date in research:
RSS Feed reader
open Feedly from
www.feedly.com
create account

Keeping up-to-
date in research:
RSS Feed reader
Available options to
create account

Keeping up-to-
date in research:
RSS Feed
Paste the RSS feed link
in to the Feedly
search box.
Feedly identifies the
RSS feed name then
select
✔

Keeping up-to-
date in research:
RSS Feed
Matching resources
will be listed

Keeping up-to-
date in research:
RSS Feed
Follow to have a
continuous updates

Keeping up-to-
date in research:
RSS Feed
once added, your feed
will be listed on the
side bar
use + Add Content to
add more feeds

Keeping up-to-
date in research:
RSS Feed
Opening the feed on
the left, lists the
articles
Each article can be
bookmarked, clip to
your Evernote … and
more

Keeping up-to-date in research: Intelligent tools
Intelligent tools
• adaptive algorithm that learns your
• searching patterns
• topics you are focusing on
• articles you are accessing
• based on the above information you will receive email suggestion
of recent publications

• Tools
• ScienceDirect (https://www-sciencedirect-com.ezproxy.uct.ac.za/)
• Recommend (https://recommended.springernature.com/recommended/)
• applicable on
• Nature.com
• BioMed Central
• Springer Open (Open access collection)
• SpringerLink

• Requirement
• user account with both Recommend and ScienceDirect
• online searching and accessing activity while signed-in on
• ScienceDirect platform
• Nature.com, BioMed Central, Springer Open and
SpringerLink

Keeping up-to-
date in research:
Intelligent tools
Recommend:

Keeping up-to-
date in research:
Intelligent tools
ScienceDirect:
Example of
recommendation
email from
ScienceDirect

Reference management
tools and resources
UCT Author-Date convention
Reference Management tools
◦ RefWorks
◦ EndNote

Reference management tools and resources
Referencing is a way of acknowledging information resource
According to Author-Date conventions, two ways of acknowledging
◦ Brief reference within content of a paragraph (in-text citation)
◦ Author and year of publication Or numbers
◦ Full / detail reference information list usually at the end of a document
◦ Author, year, title, …
Selected referencing and citation conventions are listed at UCT Libraries web
page

Reference
management tools
and resources
List of referencing and
citation Conventions
available
UCT Libraries webpage
(www.lib.uct.ac.za)
 Research Help menu
 Referencing Help
 few conventions

Reference management tools
• Help you store and manage references
• Subscribed tools by UCT:
• RefWorks
• ENDNOTE
• Free tools:
• Mendeley, Zotero, CiteULike …

Enables you to
• create your own library of resources
• import bibliographic details
• store full text documents
• cite and create bibliographic list in a desired referencing styles
• plugins in MS Word / Google docs
• organize folders in a desired theme
• share contents to your research peers

RefWorks
◦ Perpetual access: as long as UCT
stops subscription
◦ Cloud based
◦ Need internet access
ENDNOTE
◦ Access as long as you are
registered at UCT
◦ Have desktop version and
online
◦ Desktop version works
without internet

Reference
management tools
and resources:
RefWorks

Reference
management tools
and resources:
RefWorks
To create an account
open
‘Log in to RefWorks’
button

Reference
management tools
and resources:
RefWorks
Use your UCT email
address to create
RefWorks account

Reference
adding tool
Tool for citing and
creating reference list
View
preferences
Reference management tools and resources: RefWorks

Search your reference
collectionAdditional tool
Reference
sharing tool
Tagging
tool

• Ways to import reference to your RefWorks account
• Direct export to RefWorks as you search for literature: from
Primo or from databases
• Reference files: RIS file
• PDF full text articles from your computer
• From other reference managing tools
• Using ‘Save to RefWorks’ bookmark

Reference
management tools
and resources:
RefWorks
Direct export from
database (Wiley)

Reference
management tools
and resources:
RefWorks
Direct export from
database (Wiley) …

Reference
management tools
and resources:
RefWorks
Direct export from
Select New RefWorks

Reference
management tools
and resources:
RefWorks
Direct export from
select OK and proceed

Reference
management tools
and resources:
RefWorks
RefWorks: Direct
export from
database
(ScienceDirect)

Reference
management tools
and resources:
RefWorks
Direct export from
database (Taylor &
Francis Online)

Reference
management tools
and resources:
RefWorks
Direct export from
database (Taylor &
Francis Online)
select direct Export
to RefWorks

Reference
management tools
and resources:
RefWorks
RefWorks: Direct
export from Primo
each record have

Reference
management tools
and resources:
RefWorks
Editing reference
click on the reference
to see metadata and
make corrections

Reference
management tools
and resources:
RefWorks
Editing reference …
Activate editing
mode using the
pencil icon

Reference
management tools
and resources:
RefWorks
Editing reference …
Make a desired
change, add more
fields

Reference
management tools
and resources:
RefWorks
‘Save to RefWorks’
bookmarklet …

Reference
management tools
and resources:
RefWorks
bookmarklet …
Install the
bookmarklet

Reference
management tools
and resources:
RefWorks
bookmarklet …
Drag and drop the
bookmarklet

Reference
management tools
and resources:
RefWorks
Using ‘Save to
RefWorks’ bookmark

Reference
management tools
and resources:
RefWorks
Using ‘Save to RefWorks’
bookmark

Cite and create reference list
◦ Several ways to insert citation to documents:
◦ Manual copy and paste from RefWorks
◦ Microsoft Word plug-in from Store
◦ Download plug-in from RefWorks tools for Microsoft Word
◦ If using Google Docs, RefWorks citing plug-in is available from
tools

Cite and create reference list …
◦ Manual copy and paste from RefWorks:
1. Selected desired references by ticking check box
2. Citing tool ( ” )  Create Bibliography  choose referencing
style  copy reference  paste in to your document

Cite and create reference list …
Microsoft Word plug-in from Store:
◦ Insert  Store  search for RefWorks  add RefWorks
plug-in  sign in to RefWorks

Reference
management tools
and resources:
RefWorks
Cite and create
reference list:
Refworks plug-in
Select Insert menu and
Get Add-ins button

Cite and create
reference list
Search for RefWorks
and add the Plug-in
Reference
management tools
and resources:
RefWorks

Reference
management tools
and resources:
RefWorks
Cite and create
reference list
Sign in and select the
new RefWorks

Reference
management tools
and resources:
RefWorks
Cite and create
reference list
Search for the desired
reference and hoover
over the reference for
citing option

Reference
management tools
and resources:
RefWorks
Cite and create
reference list
Hover over the desired
reference to reveal
citing options

Uncheck if author is
mentioned in your
statement
Preview
Reference
management tools
and resources:
RefWorks
Cite and create
reference list

Reference management tools and resources: EndNote

Select appropriate
operating system

Extract the zip file to a folder

*Report any installation problem to ICTS
To install
correctly right
click and select
‘Run as
Administrator’

Research Data Management
(RDM)
RDM basics
Data Management Plan Online
(DMPOnline)

Research data management (RDM)
involves thinking and planning
about the future of your research
data
◦ collection
◦ filing
◦ storage
◦ format
◦ describing
◦ sharing and accessibility
◦ archiving and conserving

Purpose
◦ to satisfy funder requirements
◦ to easily find, access, share and re-use your research data
◦ to get cited and increase your visibility in research
Research data management (RDM) cont. …

Well managed research data allows
• Verification of published research results
• Reduces the potential for scientific fraud
• Promotes new research through the re-use of existing data
• Provides resources for training new researchers
• Discourages unintentional redundancy in research

RDM is effective handling of research data during and
after research project to insure findability, accessibility,
interoperability and re-usability (FAIR).

Data Management Plan (DMP)
“…a formal document that describes the data produced in the
course of a research project. [It also] outlines the data
management strategies that will be implemented both during the
active phase of the research project and after the project ends.”
Sarah Jones (DCC)

Research Data
life cycle

• Available RDM Services and tools at UCT
• Research Data Services: technical support
• Data Management Plan Online (DMPonline)
o Planning tool
o Enables updating your plans anytime
• Institutional data Repository: ZivaHub: Open Data UCT
o Archiving, publishing and sharing platform

Access UCT Research Data Services from
library homepage (www.lib.uct.ac.za )

All the information you need
about RDM is addressed here

Data Management Plan online
(DMPonline)

Data Management Plan Online (DMPonline)
o Planning tool with
o Guiding questions and information
o Contact link for technical support
o Enables you
o To updating your plans anytime
o Share your plan to your research collaborators
o Export the plan to any file formats
o Present your plan with your research proposal

Notices
List of your
data plans
More
options

To start
planning
create a
new plan

Check
availability
of specific
funder
template
Use the
Generic UCT
template
OR

Select UCT-Generic as Organisation

Confirm the information entered

Plan creation
confirmed
Tabs for
populating your
data plan, share
and export

Fill the form
with available
and relevant
information
and
update
Additional
information

UCT Outline DMP: short version

Each question has
one or more sub-
questions to
answer with
guidance
information
Expand and
collapse the
fields

UCT Full
DMP:
full version
more guiding
questions

Share your
plan with
your
collaborators
Enter email
address of
your
collaborator
and assign
permission
level

Thank You
For more information and in-depth
training check:
Library guide: Environmental and
Geographical Sciences
In-depth trainings: Savvy Researcher
Series
For consultation & specific query:
email me at
awot.gebregziabher@uct.ac.za or
use Ask a Librarian facility

Library Resources & Skills Overview

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