Reference ManagerReference Manager

Making your life easier!Making your life easier!

Updated September 2007 Updated September 2007

Why use Reference Manager?Why use Reference Manager?

Automates tedious tasksAutomates tedious tasks BibliographiesBibliographies In-text citationsIn-text citations

Searchable database of articlesSearchable database of articles Find papers we haveFind papers we have

Search for new referencesSearch for new references Info automatically enteredInfo automatically entered

HEIFCAL – Heinrichs’ Lab DatabaseHEIFCAL – Heinrichs’ Lab Database

Stored on webStored on web BROWSE ONLYBROWSE ONLY DO NOT changeDO NOT change

If you find errors, contact ColeenIf you find errors, contact Coleen Students’ filesStudents’ files

Stored on network while you’re hereStored on network while you’re here Copied to main database when you Copied to main database when you

leaveleave

HEIFCAL files on the webHEIFCAL files on the web

http://www.das.psu.edu/dairynutrition/manual/http://www.das.psu.edu/dairynutrition/manual/ Right click on links to save files to your Right click on links to save files to your

hard drivehard drive Index file --- .rmxIndex file --- .rmx

Change file extension to .rmxChange file extension to .rmx Database file --- .rmdDatabase file --- .rmd

Change file extension to .rmdChange file extension to .rmd Journal of Dairy Science Output StyleJournal of Dairy Science Output Style

Change file extension to .osChange file extension to .os

Location of files on your hard Location of files on your hard drivedrive

C:C: Program filesProgram files

Reference Manager 11Reference Manager 11 Your databaseYour database Copy of HEIFCAL (if you want)Copy of HEIFCAL (if you want) Styles FolderStyles Folder

Journal of Dairy Science.osJournal of Dairy Science.os All other output stylesAll other output styles

Working with Reference Working with Reference DatabasesDatabases

Searching – New ReferencesSearching – New References

Start within Ref ManStart within Ref Man Pub MedPub Med ISI Web of ScienceISI Web of Science Auto entryAuto entry

Start from library databasesStart from library databases Agricola (via CSA); othersAgricola (via CSA); others Auto entry using Import Filter Editor Auto entry using Import Filter Editor

(IFE)(IFE) Must double check citation accuracyMust double check citation accuracy

Using IFE (import filter editor)Using IFE (import filter editor)

Find references in Agricola (or another Find references in Agricola (or another search engine)search engine)

Save records as a .txt fileSave records as a .txt file References, import text fileReferences, import text file Choose import Choose import

filterfilter

Searching – Searching – Existing DatabaseExisting Database

Enter word or phraseEnter word or phrase Add connectors (and, or, not)Add connectors (and, or, not) Click binoculars iconClick binoculars icon

Other Handy FeaturesOther Handy Features

Copy between databasesCopy between databases Copy references from a temporary Copy references from a temporary

search database to main databasesearch database to main database Duplicate searchDuplicate search

Check your database against Check your database against HEIFCAL HEIFCAL

Delete duplicates from YOUR fileDelete duplicates from YOUR file

More Handy FeaturesMore Handy Features

Output stylesOutput styles Modify bibliography stylesModify bibliography styles Make other listsMake other lists

Term ManagerTerm Manager Assign journal abbreviationsAssign journal abbreviations

Recommend you enter full name and Recommend you enter full name and standard abbreviation in your databasestandard abbreviation in your database

Manage key words, authorsManage key words, authors

Entering Data by HandEntering Data by Hand

Try to avoid thisTry to avoid this Enter keywords from listEnter keywords from list Choose authors and journal titles Choose authors and journal titles

from list when possiblefrom list when possible Double-check dates, pagesDouble-check dates, pages Set up field and type preferences Set up field and type preferences

(tools menu)(tools menu) When you open the database, choose When you open the database, choose

Read-Write Exclusive from the Read-Write Exclusive from the access type menuaccess type menu

Using Reference Using Reference Manager with WordManager with Word

Cite While You WriteCite While You Write

In-text citationsIn-text citations Automatic reference listAutomatic reference list

Alphabetized for you!Alphabetized for you! All the correct periods, commas, All the correct periods, commas,

colons, spaces, etc.colons, spaces, etc. You simply check itYou simply check it

Toolbar automatically installed in Toolbar automatically installed in WordWord If not, we can install it manuallyIf not, we can install it manually

Setting up a new documentSetting up a new document

Open a new Word documentOpen a new Word document Find Reference Manager ToolbarFind Reference Manager Toolbar

If not visible, go to View, Toolbars, If not visible, go to View, Toolbars, Reference ManagerReference Manager

Click on icon to generate a Click on icon to generate a bibliography (numbered list icon)bibliography (numbered list icon)

Reference Manager Toolbar

Generate Bibliography

Adding in-text citationsAdding in-text citations

In-text, continuedIn-text, continued

Enter author and click “perform

search” button.

In-text, continuedIn-text, continued

Working with in-text citationsWorking with in-text citations

Insert new referencesInsert new references Click on magnifying glass iconClick on magnifying glass icon

Search by authorSearch by author Add/Remove references from existing Add/Remove references from existing

citationscitations Right click on citationRight click on citation Choose “edit citation”Choose “edit citation” Click on the “insert” or “remove” buttonClick on the “insert” or “remove” button

Modify a citationModify a citation Right click, choose “edit”Right click, choose “edit” Click box next to “exclude author” or Click box next to “exclude author” or

“exclude year”“exclude year”

Editing existing citationsEditing existing citations

Multiple databasesMultiple databases

Can enter citations from more than Can enter citations from more than one database (eg. Heifcal plus your one database (eg. Heifcal plus your personal one)personal one)

Just open multiple databases in ref Just open multiple databases in ref manman

If reference is in both databases, If reference is in both databases, be sure to only cite from one of be sure to only cite from one of themthem

Auto formattingAuto formatting

Citations with the same author, Citations with the same author, year are automatically designated year are automatically designated as a, b, c, etc.as a, b, c, etc.

Reference list is generated at end Reference list is generated at end of document, using output style you of document, using output style you specified (or default)specified (or default)

In-text citations are sorted In-text citations are sorted according to output styleaccording to output style

Errors and odditiesErrors and oddities

If you find an error in a referenceIf you find an error in a reference Remove all instances of the citation from Remove all instances of the citation from

WordWord Go to ref man database and fix errorGo to ref man database and fix error Re-insert citation in WordRe-insert citation in Word Alternative: fix laterAlternative: fix later

Multiple citations for the same referenceMultiple citations for the same reference Usually caused by inserting citations from Usually caused by inserting citations from

more than one databasemore than one database Could also be duplicates within a databaseCould also be duplicates within a database

Oddities that require a manual fixOddities that require a manual fix

Citations such as (Quigley et al., III, Citations such as (Quigley et al., III, 2005) 2005)

Reference list fontReference list font

Location of reference listLocation of reference list

These items cannot be fixed until These items cannot be fixed until the ref man codes have been the ref man codes have been removed from the documentremoved from the document

Final step for the documentFinal step for the document

Usually just before a paper is Usually just before a paper is submittedsubmitted

Click on the “remove field codes” Click on the “remove field codes” iconicon

Word automatically opens a copy Word automatically opens a copy of the documentof the document Save the copy with a new nameSave the copy with a new name Make manual changesMake manual changes