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Using Reference Managers for Essay Writing

MST, sem. 1, 2015
by

Andrew Brown

on 7 March 2017

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Transcript of Using Reference Managers for Essay Writing

Using Reference Managers for Essay Writing
What Is a Reference Manager?
A database of study sources
Basic Use/s of a Reference Manager
Zotero-Specific Instructions
GETTING ZOTERO
Zotero offers a range of handy ways to import or gather new records:
Browser tool recognises bibliographic data in web pages, e.g. library catalogue search results!
Browser right-click option to save web page as a record.
Magic wand tool creates a record based on an ISBN or other number.
Create folder structure in LH column.
Drag-and-drop into and in main window.
Select records using search window or by tabs on lower left.
Expand and compress records in main window.
Tags applied through Tags tab on RH panel.
Colour tags appear in main window. I use to show my progress in reading and annotating sources.
Connect related records using Related tab on RH panel.
Gathering Records into Your Library
Single library with clear hierarchy recommended for syncing
Input references manually
Copy & paste from a soft copy document or pdf
Import the references uncovered through an online search
Export references from a database such as EBSCO (treated in Intermediate session)
Copy references across from an existing EndNote library
Copy and amend from a related record
Export search results from our library catalogue (must be logged in)…
See Zotero window (right) for better ways still!
Organising and Editing Your Records
Gathering Records in EndNote
See general instructions on right.
EndNote offers the capacity to search for full text of a given record, but this is function depends for its effectiveness partly on having institutional access to a range of databases.
We have not yet worked out how to integrate access to EBSCO databases with this function.

Organising and Editing Records in EndNote
Some of EndNote's special organising capabilities include:
Groups displayed on LH side, created using search function, and particularly...
Smart groups set up to automatically incorporate new records as appropriate
Batch editing of field content is possible.
Records can be rated and marked as read or unread.
Records have a permanent, dedicated number.
EndNote Specific Instructions
GETTING ENDNOTE
Why Use a Reference Manager?
EndNote
Zotero
ComWriter
Long-term retention of references
Quick searching of material studied
Efficient citing within essays
Easy production of bibliography
ComWriter Instructions
Some Better-Known Alternatives
Mendeley
Docear
ProCite
RefWorks
Papers
Nota Bene
Qiqqa
ReadCube
Sente 6
CiteULike
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Tools for which an MST style already exists.
Viewing your records
Gathering records into your library
Organising and editing your records
Attaching other files to your records
Notetaking
Syncing and sharing your library
Citing sources from a word processor
Defining (and editing) output styles
Up to you: fine-tuning your citations
EndNote is available to ACT degree students as a benefit of enrolment, for as long as you remain an ACT student.
Go to: http://www.actheology.edu.au/resources_EndNote.php. You will be prompted for your ACT student number.
You will need to register with the ACT to obtain a password via a link on the same page. It comes within a business day from the ACT.
When you install the program, having registered through the ACT should mean you are not prompted for a product key or serial number.
But you must first extract the zipped files after downloading, before running the setup .exe file!
Tutorials and helps available: www.endnote.com/tutorials
Then create an EndNote library, insert your first references, and you’re away.
Compatible with:
Windows & MS Word
Macs and Mac word processors
OpenOffice
NOTE: Word processor must be installed prior, and closed, for EndNote ‘Cite While You Write’ functions to install properly.
Zotero is available as a free download: https://www.zotero.org/download/
You have the choice of installing it as a plug-in for the Firefox web browser, or as a standalone program.
Most problems can be handled with reference to the 'Documentation' section of the website, or by checking the busy user forum: https://forums.zotero.org/categories/.
Attaching Other Files to Your Records
Notetaking
Syncing, Saving and Sharing Your Library
Citing Sources from within a Word Processor
Defining and Editing Output Styles
Obtaining MST Style for Zotero
Main window shows records at a glance, line by line.
You can tailor fields displayed in main window to your needs.
Clicking on a field heading sorts reference list by that heading.
Clicking on a folder on LH side displays only references found in that folder.
RH pane displays the details of a selected record.
Viewing the Records in Your Library
EndNote's records can be opened for full screen viewing.
Zotero also features a searchable tag window.
Define reference type: books, journal articles, book sections, etc.
Reference type determines fields displayed.
Term lists permit automatic appearance of Author, Journal Name and Keywords.
Use keywords (EndNote) or tags (Zotero) for searches, or author or title terms.
Short Title field ought to be completed for references you intend to use in an essay.
To instruct EndNote to output references in the style required by MST, you will need to copy the MST style file (MST_Style.ens) from the resources section of the MST e-campus.
Then paste the MST style file into the appropriate user folder on your computer hard drive, e.g. (in Windows 7) C:\Users\[UserName]\Documents\EndNoteXx\Styles.
If in doubt, check for the correct location in Edit/Preferences/Folder Locations/Style Folder. If the MST style is not put in the folder showing there, EndNote will not find it.
Within EndNote, select Edit/Output Styles (or the menu button) to select the MST output style. The preview pane will indicate appearance.
Postgrads may work with a range of styles as appropriate to research.
It is possible to edit this and other output styles – if you’re game.
Obtaining MST EndNote Style
The output style determines the form in which the reference manager outputs information into your document’s footnotes and bibliography.
Reference managers provide for the dedicated citation styles of numerous journals as well as some generic forms.
The two main kinds of style are ‘author-date’ style, which uses in-text citations in brackets, and the footnote/bibliography style that we use at MST.
MST has developed its own style, which uses footnotes and a bibliography. It is based on the style used by the
Journal of Biblical Literature
.
We have MST styles for EndNote, Zotero and Comwriter so far. Output errors may still indicate problems in the MST style, so please let us know.
I.e. always check your footnotes and bibliography for errors!
Last resort is fix as plain text.
Plain text also best at submission time.
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What EndNote Does Better
What Zotero Does Better
What Main Options Do Well
What Others Do Better
Citing while writing
Record management
Big style libraries
Wide usage
Identifying duplicates
Smart Groups
Mass editing of field content
Reference preview
Editing output styles
Unicode font entry
Unlimited cloud storage
Large libraries
Large document CWYW (turning off auto formatting)
PDF annotation
iPad version
Open source and free
Note taking in rich text format
User interface
Instant recognition and importing of sources
Tagging incl. colours
Relating records
Autocomplete in all fields
Web functions
Timelining
Graphical display of records (see Docear)
Integrated record-keeping and writing (ComWriter)
Serious data analysis (VUE)
Effective time-lining?
Choosing a Reference Manager
Attach PDFs of articles and essays, whether scanned or downloaded from a database, to the pertinent records.
PDFs are searchable along with their master records.
Attach numerous other file types, e.g. MS Word, image files.
Attaching Other Files to Your Records in Zotero
Easy drag-and-drop into a record.
Or drag PDF into library and extract data to create a record!
Notetaking
Fully integrated in Zotero, with rich text document formatting
Notes tag in right hand pane lists all notes for that record.
Content of notes is fully searchable.
Attaching Other Files to Your Records in EndNote
Go to the 'File Attachments' field within a record.
Right-click, choose File Attachments/Attach File, and navigate to PDF or other file desired.
Notetaking
Briefer notes can go in 'Notes' and 'Research Notes' fields.
Extensive notes may be best created in another program and attached as files to your record.
Automatic in the case of cloud/browser-based versions
If stand-alone programs, syncing can be set to automatic or manual.
Automatic avoids lost data but can strain resources.
Manual needs to be remembered to preserve data!
Sync and/or save your library and your writing regularly!
Sharing of libraries with others is increasingly possible.
Insert a footnote after the quoted or otherwise derived content
using word processor
footnoting function.
Select 'insert citation' within reference manager's additional menu. Select desired reference from list using key terms.
Add applicable page range to citation.
If there are multiple citations, add all in one step to avoid formatting problems.
Reference manager will add references cited to your bibliography.
Try to fix problems in footnotes and bibliography
within
the records in the reference manager, if possible. Remember 'garbage in, garbage out'.
You can only edit the content of citations once you convert them to plain text, but only fix issues this way as a last resort, because there's no going back to your reference manager for help afterwards.
For long documents, turn off instant formatting where possible; format later.
In the Tools menu (in the standalone version), choose Preferences/Cite/Styles/Get additional styles, then search for and select 'Melbourne School of Theology' from the online style repository.
Gathering Records into Your Zotero Library
Organising and Editing Your Records in Zotero
http://www.vision6.com.au/em/mail/view.php?id=1044639&a=43048&k=21d08a9
What's New in Endnote X8
Share your library with up to 100 other EndNote desktop users on X7.2 or later; providing teams with immediate real time access to the same set of references, attachments, notes and annotations
Access the Activity Feed to see what your colleagues are doing in the Shared Library and when new members join
New, modern, easy to identify icons – identical across both Mac and Windows
Updated workflows for finding reference updates
Every X8 library includes a built in Recently Added group which can be customized, allowing users to pick up right where they left off in the research workflow
Configure Sync option in the Groups pane to simplify desktop activation process
Utilize unlimited file attachment storage in your online library
Cite While You Write for Microsoft Word 2016
Small notes: within records (esp. Zotero)
Larger notes files: do as word processor documents and attach. May search these via Windows/Mac equivalent.
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