Discussion of bibliographic management applications, specifically EndNote, EndNote Web, and Zotero for Biology 503 Course at the University of Illinois Springfield. This session provided both introduction of these applications as well as hands on practices using these applications to capture references and create bibliographies.

1. Please Create an Account !
If you do not have an Web of Science or
EndNote Web Account
 Go to www.myendnoteweb.com
 Choose Sign-up for an Account
– Best done with UIS e-mail address
 And please Logon/Login
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2. Welcome
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3. Bibliographic Management
Applications
for BIO 503…..
H. Stephen McMinn
Physical and Natural Science Librarian
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4. Why Cite?
 They help you communicate in a consistent manner
that is understood by a specific audience.
 They help you communicate with your peers within a
specific discipline.
 They help you improve quality of writing.
 Good preparation for entering profession of your
choice.
 Help you write particular types of papers
 Acknowledge your sources properly and consistently
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5. Citation Management Tools
 What do you want to do?
– Manage References/Citations
• Organize/Manage PDF’s
– Create Bibliographies
• Stand Alone or Working with MS Word
– Sharing References
– Web Capture
• References/Web Page Information/Videos/etc.
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6. Bibliographic Management
Applications/Software/Tools
 Reference Database
 Bibliography Manager
OR …..
 Tools to help manage information
 Tools to aid in creation of publications
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7. Why? Bibliographic Management
Applications
Save Time & Be Better Organized!
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8. The Process
Bib Management App –
EndNote Web
Databases
Manual Input
Bibliographies
INPUT
OUTPUT
Connect --
Search
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9. Outline
 EndNote Web vs. Other Bibliographic
Management Applications
 EndNote, EndNote Web, & Zotero Basics
 Database Functionality
 Building the Database
 Using the Database
 Other Uses
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10. EndNote, EndNote Web, &
Zotero
 Main Differences
– Paid vs. Free
– PC based vs. Web
– Customization & Full Text Storage
– Sharing References
 Zotero
– Free – Firefox and Chrome
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11. Comparison of Applications
 EndNote vs. EndNote
Web
– Paid vs. Free
– PC based vs. Web
– Customization
– Full Text Storage
– Sharing References
 EndNote Web vs. Zotero
– Both Free
– PC based vs. Web
• Firefox Specific
– Customization
– Full Text Storage
– Sharing References
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12. EndNote Web -- Creating Account
& Getting Plugging
 Lots of Methods to Create Accounts
– On Campus and Off Campus
– Best to use UIS e-mail address
 Plug-in for Word
– Click on Options Tab
– Choose Download Installers – Install CWYW
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13. EndNote Web - Structure/Tabs
 My References – Groups of References
(Libraries in EndNote terms)
 Collect – Getting References In!
 Organize – Manage Groups and
Find Duplicates
 Format – Getting information Out
 Options – Account Information
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14. Populating Libraries – 3 Options
Getting it in!
1.Manually Adding Records
2.Using Connection Files
3.Importing Options
– Direct Export
– Manual Import
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15. Manual Creation and
Connection Files
 Manual
– Choose Type of Reference
– Type or Paste Information
 Connection Files – Search and Save Records
with EndNote and EndNote Web
– Not Recommended Due to Limited Searching
– Free Databases – PubMed & Catalogs
– Good for Known Item Searching
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16. Tips
 Manual
– Good for odd reference types
 Connection
– Switch to Online Search Mode
– Need to move selected records to library
– Watch for “clear currently displayed results
before retrieving records”
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17. Importing Records
 Direct Export
 Manual Import – Need to Know
– Database and Vendor
– Import Filter
– Saving/Downloading/Exporting Instructions for
Database
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18. Direct Export -- Databases
 All Ebsco Databases
– Academic Search Premier
 All ISI Web of Knowledge Databases
– Web of Science
– Biological Abstracts
 Others
– ABI/Inform (Proquest)
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19. Direct Export – Tips
 Export options from the database depends
on the vendor
 Recommend turning off “remove records
from set” until after 1st download
 Watch out for pop-up blockers preventing
results from being downloaded
 Clean-up from imported screen
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20. Direct Export – Basic Steps
 Connect to Database and Search
 Mark Records/References of Interest
 Choose export option from the database
depends on the vendor
 EN: Imports into open library or opens last
library and imports (depending on
preferences)
 ENW: Unfiled Group 1st then Move
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21. Web of Science/EBSCO/Other
Live Demo
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22. Direct Export – Basic Steps
 Connect to Database and Search
 Mark Records/References of Interest
 Choose export option from the database
depends on the vendor
 EN: Imports into open library or opens last
library and imports (depending on
preferences)
 ENW: Unfiled Group 1st then Move
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23. Live Demo
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24. Manual Import -- Databases
 Scopus
 SciFinder Web (Chemical Abstracts)
 PubMed
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25. Manual Import - 2 Steps
 Step One – Getting Records from the
Database
– Search
– Save in the Right Format
 Step Two – Importing Records
– Locate File
– Locate Filter (Database and Vendor)
– Clean-up (If Needed)
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26. Importing – How To Save?
 Within EndNote Filter Information
 Look at the Vendors or Databases Website
Help File
 Help pages at major Libraries
– http://www.lib.berkeley.edu/BIOS/end_import.html
– http://library.ucsc.edu/help/endnote
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27. Importing -- Basic Steps
Choose Import References
EndNote Web - Collect Tab
Use the Browse option to locate the
downloaded file of references
Select the Filter corresponding to the
database and platform (vendor)
and EndNote Web select the Group to import
the references into then click on the Import
button.
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28. Live Demo
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29. Importing -- Basic Steps
Choose Import File or button on toolbar
Use the Choose button and browse to locate
the downloaded file of references
Under Import option select the Filter
corresponding to the database and platform
(vendor)
Use the Other Filters… option to see the full
list of import filters
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30. Live Demo
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31. Getting Information Out
 Copy/Paste Method – Recommended for
Footnotes and Endnotes
 Export Bibliography – Static
Bibliographies/Reading Lists (text, rich text,
html, and xml formats)
 Cite While You Write – Integrates with MS
Word to Import Citations and Automatically
Format Bibliography
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32. Basic CWYW Steps
1. Open your Word document. Place cursor
where the citation needs to be inserted.
2. Select the citation you would like to insert
A. Search or Select in EndNote
3. Click on Insert Selected Citation
4. When completed Format Bibliography
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33. CWYW Tips
 When finished – convert to plain text
– This makes a new document for submission.
– Save the original document in case you want to
resubmit.
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34. Cite While You Write (CWYW) Demo
Live Demo
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35. Basic CWYW Steps
1. Open your Word document. Place cursor
where the citation needs to be inserted.
2. Select the citation you would like to insert
A. Search or Select in EndNote
3. Click on Insert Selected Citation
4. When completed Format Bibliography
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36. Cite While You Write (CWYW) Demo
Live Demo
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37. Advanced Features –
 Find Full Text and OpenURL Linking
 Syncing between EndNote and EndNote
Web
 Importing PDF’s (not with X3)
 Web Tool
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38. Other Tools
 Zotero - www.zotero.com
 Mendeley - www.mendeley.com
 WizFolio - wizfolio.com
 Others
– RefWorks
– QUOSA
– Papers & Bookends (Mac)
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39. Bibliographic Management
Applications
Wikipedia –
 Comparison of Reference Management
Software:
http://en.wikipedia.org/wiki/Comparison_o
f_reference_management_software
 Reference Management Software:
http://en.wikipedia.org/wiki/Reference_ma
nagement_software
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40. Questions? Comments?
Thank You!
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