Citation & Document Management using EndNote & Refworks
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Environmental Design Library
Citation & Document Management Using EndNote and Refworks

Citation management is the key to a good working bibliography. You can use Endnote, Refworks or Zotero to download or import, organize and format your citations into your own bibliographic database. This guide focuses on indexes relevant to environmental design available to current UC Berkeley faculty, students and staff. Current UC Berkeley faculty, registered students, and staff who are off campus should login via the Library's proxy service or the Virtual Private Network (VPN).
EndNote: is a proprietary bibliographic management program. It may be purchased from The Scholar's Workstation. Citations saved in Refworks can be exported to EndNote.
Refworks: UCB Only, is a web-based bibliographic management service licensed by The Library for use by current UCB faculty, staff and students. Refworks can be used independently or as a complement to EndNote. Create your own account at Refworks.com.Take a drop-in class, get extra help or follow online tutorials.
Conditions of Use
Compiled by Susan Koskinen
Environmental Design Library
   Jump to: A-Av, B, C, E-G, I, J, M, P, S, W
Apply the following Instructions to other indexes provided by each vendor. It may help to turn off popup blockers.
1. Alternative Press Index Online via OCLC/FirstSearch UCB Only
  Search: title keywords - sustainable development
Save records: check boxes of citations to export into your EndNote library or into Refworks
Click on Export (button at top of search screen)
Export to: select either Endnote or Refworks
*Endnote will open automatically and allow you to select your "library"-  Select the correct filter -- OCLC - AltPressIndex. ok
*Refworks
- will show your imported records in the "Last Imported Folder"

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2. America: History and Life via Ebsco UC Only
  Search: keywords - Hurricane Katrina
Save selected records. click 'add to folder'.
Click
on Folder View . Select entries Click on Export to 'your program' and then Save.
Refworks: Use "Refworks Export" and click 'submit'. Refworks will open and import your citations.
EndNote: Select Endnote Export
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3. Art Full Text& Art Index Retrospective via WilsonWeb UC Only
  Search: keyword - sustainable architecture
Save selected citations.
Click on Exporting/Citing.
Select "Export to Refworks, Endnote software"

Download records into: The Endnote Filter or Refworks Export Tool. Click on Export.

Refworks will open and import.
EndNote: will open and ask for the correct filter, use WilsonWeb filter.

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4. ARTbibliographies Modern via CSA. UC Only Apply this technique to any CSA database.
  Search: keywords - sustainable design
Save selected citations.
Refworks: click on the Refworks button, citation should download into your Refworks program.
EndNote: Click on Save/Print/Email. Click on the SAVE button and save your citations as .txt

Go to EndNote: select import, select .txt file, select filter - CSA - ARTbiblio modern, click on import.
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5. Arts and Humanities Citation Index via ISI Web of Knowledge UCB Only
  Search: General - keywords - sustainable architecture
Save Results: check boxes.
Endnote: Select - Export to Reference software.
Refworks: Select Save: Save to File, tagged format. Open your Refworks account and select import. Select the ISI Filter, select Web of Science database, select your folder, browse for your .txt file and click on Import.

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6. Avery Index to Architectural Periodicals via CSA. UCB Only
  Search: keywords - emergency housing
Save selected results (check the box)

Click: Save Print Email

EndNote: Click on the SAVE button and save your citations as .txt

Go to EndNote: select import, select .txt file, select filter - CSA Avery Index, click on import.
Refworks: click on 'Export to Refworks'

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7. BHA - Bibliography of the History of Art via CSA UCB Only
  Search: keywords - Bilbao Museum
Save selected results
Click: Save Print Email
EndNote:
Click on the SAVE button and save your citations as .txt

Go to EndNote: select import, select .txt file, select filter - CSA ARTbiblio modern, click on import.
Choose Destination - select the file to download to.
Refworks: click on 'Export to Refworks', citations should download into your Refworks program
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8. Business Source Complete via Ebscohost (disable popup blockers and firewall)
 
Search: keywords - brownfields
Save selected citations by clicking on the folders on the right.
Click on folder at the top of the page to view saved citations
Click on Export:
Select Refworks or EndNote: your saved records will be downloaded. Or save as .txt file and import into program.
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9. Compendex via EV2 (Elsevier) UCB Only
  Search: keywords - natural ventilation
Save selected citations.
Click on Download:
Select Refworks or EndNote: click on open (or login to your account) your saved records will be imported. Or save as .txt file and import into program.
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10. Expanded Academic ASAP via Gale.UCB Only
  Search: keywords: emergency housing design
Save records & click on Marked Items

Click on Citation Tools

Click on "Export to Third Party Software" Select Refworks or EndNote. click on Open.
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11. Geography via SilverPlatter UCB Only
  Search: keywords - green buildings
Save selected results, click on the box on the left.

Click on Saved (disk icon on the right) when you click on the saved - you will see a menu.
Click on Export to Refworks or EndNote. ok.

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12. Ingenta Select via Ingenta. UCB Only
  • Search: keywords - natural ventilation design
Save results - check boxes

Click on Export Options:
EndNote; your library will open and download citations.

Refworks: export to text file. and then import into your Refworks folder.
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13. Inspec and Inspec Archives via Ovid. UCB Only
  Search: keywords -sustainable architecture.
Select "Results Manager" -- Select Options:

- Results = "selected results"

- Fields = "complete reference"

- Citation Format = "Direct Export"

Click the SAVE button.

Choose either:
Select: "Export Results to Refworks" click Continue.

Select: "Direct Export Citations" (for EndNote) click Continue.
EndNote will open and you can choose the "library" in which you would like your citations to appear.

Note: If the computer you are using does not have EndNote, you can save to disk. Use the Radio buttons to create a text file and save to a disk or email your results.

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14. Journal of Planning Literature via Sage Online Journals. UCB Only
 

Search: This Journal - keywords - emergency housing
Add the articles that you would like to your marked citations.

Click the tab My Marked Citations.
Select "Save/Print/Email/Download" from the options at right.

Click the button EXPORT/DOWNLOAD to Citation Manager.
Endnote and Refworks are among the formats available.

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15. JSTOR UCB Only You will need to open a free account to enable saving and exporting.
  Search: keywords - sustainable architecture
Save records: click on save citation
Click on view saved citations or Export citation to.
Export citations:
Endnote: open your endnote file and import the .txt file, using the JSTOR.enf - filter.
Refworks: open Refworks and import the file, using the JSTOR filter.

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16.Current Melvyl UC Only There are different ways to use Melvyl with Endnote and Refworks.
  • MELVYL NEXT GEN: search subject: light beams. Click on title link, you can select: Export to Endnote.

. DIRECT CONNECT from each program. (disable your firewall and popup blockers).
in Endnote: use the automatic "connection file" (U Calif, Berkeley) under Connection Manager.
in Refworks: under Search, select Online Catalog or Database. You will connect to Melvyl. Your results will be downloaded into your Refworks folder.

. Current Melvyl -- SEARCH, SAVE and IMPORT:
Search – quantum cosmology . Save results or select all.
Click on Print/Email. Choose Preview/PrintChoose All or selected records.
Under Print Format: either Short (Tagged) or Long (Tagged).
Choose ASCII (recommended). Go.
Click the Preview/Print button. It is very important to save the file as a text file (.txt).

. Go Back to ENDNOTE: Make sure your library is Open -Choose Import from the File menu.
Use the Choose File button to select the text file you have just saved;
Choose Import Option use "U of California" filter. Ignore the text Translation box.
Click the Import button.  The references showing are the ones you have just imported.
Choose Show All References from the References menu to see your entire library.
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17. PAIS International & PAIS Archive via CSA. UCB Only
  Search: keywords - environmental design
Save results
EndNote: click on Save Print Email. Save as .txt file. Import into your EndNote File. Use CSA-PAIS filter.

Refworks: click on the export to Refworks button.

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18. PapersFirst & ProceedingsFirst via FirstSearch/OCLC. UCB Only
  Search: keywords - natural ventilation
Save the records you would like to export into EndNote or Refworks.
Click on Export --
Select "Export To: " -- EndNote OR Refworks
*Endnote will open automatically and allow you to select the "library" in which you would like to have your citations appear. Select the correct filter -- OCLC PapersFirst or ProceedingsFirst.
*Refworks - will show your imported records in the "Last Imported Folder".
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19. Readers Guide Retrospective 1890 -1982 via WilsonWeb. UCB Only
  Search: keywords - emergency housing
Save selected citations.
Click on Exporting/Citing.
Select "Export to Refworks, Endnote software"
Download records into: The Endnote Filter or Refworks Export Tool.
Click on Export.
Refworks will open and import.
EndNote will open and ask for the correct filter, use WilsonWeb filter.
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20. Research Library (ProQuest) UCB Only
  Search: keywords - public space
Save results: check boxes
Click on the "Export" button - and choose "Export to EndNote" or "Export to Refworks"

Select the Endnote library to download to or login to your Refworks account and select the folder.

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21. Sociological Abstracts via CSA. UCB Only
  Search: keywords -public space architecture
Save results: check boxes

EndNote: click on Save Print Email. Save as .txt file. Import into your EndNote File. Use CSA-SocAbs filter.

Refworks: click on the export to Refworks button.

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22. Urban Studies and Planning: A SAGE Full-Text Collection search the journal or via CSA UCB Only (disable popup blockers and firewalls)
  Search: keywords - brownfields
Save results: check boxes
EndNote: click on Save Print Email. Save as .txt file. Import into your EndNote File. Use CSA- filter
Refworks: click on the export to Refworks button.
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23. Web of Science via ISI Web of Knowledge.UCB Only
Science Citation Index Expanded | Social Sciences Citation Index | Arts and Humanities Citation Index
  Search: keywords - sustainable architecture and Save Results
Click on: Export to Reference Software
EndNote will open and download your citations automatically

Refworks open your account & select import. Select the ISI Filter, select Web of Science database, select your folder, browse for your .txt file and click on Import.

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Online tutorials
Providers: check for listing. Databases
SilverPlatter Agricola, CAB Abstracts, Econlit, Geography Index, Tree CD
CSA - Cambridge Scientific Abstracts Avery, BHA, Environmental Sciences & Pollution Mgmnt. PsychInfo, Sociological Abstracts, Urban Studies
FirstSearch PapersFirst, Alternative Press Index, Worldcat
Ovid Biosis Preview, Current Contents, Inspec, MLA Intl Bibliography
ProQuest ABI/Inform, Alt Press Index,
Web of Science Arts & Humanities, Science Citations, Social Science Citation Indexes
Wilson Web Art Full Text, Art Index Retrospective, Reader's Guide
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Document maintained on server: http://www.lib.berkeley.edu/ by ENVI.
Last modified 11/17/2009. Server manager: Contact.