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Reference Manager

Explore the benefits of using Reference Manager to automate tedious tasks, manage databases, and streamline your academic writing process. Learn how to efficiently search, store, and cite references for a seamless research experience.

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Reference Manager

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  1. Reference Manager Making your life easier! Updated September 2007

  2. Why use Reference Manager? • Automates tedious tasks • Bibliographies • In-text citations • Searchable database of articles • Find papers we have • Search for new references • Info automatically entered

  3. HEIFCAL – Heinrichs’ Lab Database • Stored on web • BROWSE ONLY • DO NOT change • If you find errors, contact Coleen • Students’ files • Stored on network while you’re here • Copied to main database when you leave

  4. HEIFCAL files on the web • http://www.das.psu.edu/dairynutrition/manual/ • Right click on links to save files to your hard drive • Index file --- .rmx • Change file extension to .rmx • Database file --- .rmd • Change file extension to .rmd • Journal of Dairy Science Output Style • Change file extension to .os

  5. Location of files on your hard drive • C: • Program files • Reference Manager 11 • Your database • Copy of HEIFCAL (if you want) • Styles Folder • Journal of Dairy Science.os • All other output styles

  6. Working with Reference Databases

  7. Searching – New References • Start within Ref Man • Pub Med • ISI Web of Science • Auto entry • Start from library databases • Agricola (via CSA); others • Auto entry using Import Filter Editor (IFE) • Must double check citation accuracy

  8. Using IFE (import filter editor) • Find references in Agricola (or another search engine) • Save records as a .txt file • References, import text file • Choose import filter

  9. Searching – Existing Database • Enter word or phrase • Add connectors (and, or, not) • Click binoculars icon

  10. Other Handy Features • Copy between databases • Copy references from a temporary search database to main database • Duplicate search • Check your database against HEIFCAL • Delete duplicates from YOUR file

  11. More Handy Features • Output styles • Modify bibliography styles • Make other lists • Term Manager • Assign journal abbreviations • Recommend you enter full name and standard abbreviation in your database • Manage key words, authors

  12. Entering Data by Hand • Try to avoid this • Enter keywords from list • Choose authors and journal titles from list when possible • Double-check dates, pages • Set up field and type preferences (tools menu) • When you open the database, choose Read-Write Exclusive from the access type menu

  13. Using Reference Manager with Word

  14. Cite While You Write • In-text citations • Automatic reference list • Alphabetized for you! • All the correct periods, commas, colons, spaces, etc. • You simply check it • Toolbar automatically installed in Word • If not, we can install it manually

  15. Setting up a new document • Open a new Word document • Find Reference Manager Toolbar • If not visible, go to View, Toolbars, Reference Manager • Click on icon to generate a bibliography (numbered list icon) Reference Manager Toolbar

  16. Generate Bibliography

  17. Adding in-text citations

  18. In-text, continued Enter author and click “perform search” button.

  19. In-text, continued

  20. Working with in-text citations • Insert new references • Click on magnifying glass icon • Search by author • Add/Remove references from existing citations • Right click on citation • Choose “edit citation” • Click on the “insert” or “remove” button • Modify a citation • Right click, choose “edit” • Click box next to “exclude author” or “exclude year”

  21. Editing existing citations

  22. Multiple databases • Can enter citations from more than one database (eg. Heifcal plus your personal one) • Just open multiple databases in ref man • If reference is in both databases, be sure to only cite from one of them

  23. Auto formatting • Citations with the same author, year are automatically designated as a, b, c, etc. • Reference list is generated at end of document, using output style you specified (or default) • In-text citations are sorted according to output style

  24. Errors and oddities • If you find an error in a reference • Remove all instances of the citation from Word • Go to ref man database and fix error • Re-insert citation in Word • Alternative: fix later • Multiple citations for the same reference • Usually caused by inserting citations from more than one database • Could also be duplicates within a database

  25. Oddities that require a manual fix • Citations such as (Quigley et al., III, 2005) • Reference list font • Location of reference list • These items cannot be fixed until the ref man codes have been removed from the document

  26. Final step for the document • Usually just before a paper is submitted • Click on the “remove field codes” icon • Word automatically opens a copy of the document • Save the copy with a new name • Make manual changes

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