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    Citation & Document Management [images, pdfs, articles~]
  Use bibliographic management software programs such as: Endnote, Refworks, or Zotero to export, download, import, organize and format your citations and documents into your own bibliographic database. This guide provides directions on how to download, export and import citations into Endnote, Refworks and other formats.
Current UC Berkeley faculty, students, & staff use the Proxy service or the Virtual Private Network (VPN) for off-campus access.
  Compiled by Susan Koskinen
Physics-Astronomy Library
  Tips for Importing Citations from Top Databases
recommended EndNote: is a bibliographic management program produced by Thomson/ISI. It may be purchased from UC Berkeley's Scholar's Workstation, Software Central. Citations saved in Refworks can be exported to EndNote.
New: My Endnote Web.
recommended Refworks.com: UCB Only is a web-based bibliographic management program, licensed by The Library for current UC Berkeley faculty, staff and students. Refworks can be used independently or as a complement to EndNote. Create your own account at Refworks.com.
recommended TeX is a typesetting language used for technical and scientific document preparation. LaTeX is the program that takes a plain text file and converts into TeX; BibTeX is a tool that is used with LaTeX to create bibliographies. http://www.latex-project.org/.
The TeX Users Group (TUG) includes a definition, FAQ, how to use TeX and lots of links.
Endnote has a Bibtex output style that will format your citations into TeX.
recommended Software for Science Reference Management. (good list of many free programs for the MAC & PC: BibDesk, Papers, Refworks, EndNote, CiteULink, Mendeley & more. http://openwetware.org/wiki/Software_for_reference_management_and_bibliographies
recommended Zotero: is a Firefox extension that works exclusively with the Firefox browser. Citations may be exported to EndNote.
Tutorials: Managing Citations & Documents: web guide for astronomy & physics.
           UC Berkeley Library Online tutorials: directory on Public Health Library’s web site.
           EndNote X4 Class training document.
   
   
Quick Search:
Tips for Importing, Downloading and Exporting Citations from Top Databases
             Endnote: Connection files and Filters are listed, check Endnote.com for the newest available.
           Apply the following Instructions to other indexes provided by each vendor. It may help to turn off popups.
 
Indexes:    A, B, C, E, G, H, I, J, L, M, N, O, P, R, S, W
           1. Academic Search Complete. UCB Only. Coverage: 1865--present
  1. Search: subject: supersymmetry
2. Save selected records. Click on "Add to Folder Link"
3. Click on Folder View (right menu bar).
4. Select records in folder or all. Click on the Export Icon. (right menu bar)
5. Click on "Direct Export to Refworks" or "Direct Export to EndNote, Procite...."
6. Click SAVE. Refworks or EndNote will open and download.
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           2. Compendex via EV2. UCB Only
  1. Search: keywords - supersymmetry, limit to 2007-2008.
2. Save selected records you want to export.
3. Click on Download to export your marked records to Endnote or Refworks (or Bibtex).
4. Endnote will open - select the correct library.
5. Click on Download.
6. Or save as .txt file and import into program.
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           3. GeoRef via CSA. UCB only. American Geological Institute. Coverage: 1693-present for North America.
  1. Search: keyword - cosmic, limit by date: 2010 to present.
2. Save selected citations.
3. Click on Save/ Print/ Email: select your saved records.
4. Click on Save, use save as: .txt file.
5. Import this file into Endnote. Use the CSA GeoRef filter.
6. Select Refworks: click open (or login to your account) your saved records will be imported.
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           4. Google Scholar - journal articles & other publications from selected online resources. (not comprehensive)
  1. Open Google Scholar Preferences
2. Go to Bibliography Manager: Show links to import citations: select Endnote, Refworks, BibTeX.
3. SAVE.
4. Do a search, Click on "download to Endnote" for each citation, open your Endnote Library, citations will download. Limited download, citation may not be complete.
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           5. History of Science, Technology, & Medicine via OCLC FirstSearch. UCB Only. Coverage: 1975--present
  1. Search: subject - oppenheimer, j. robert
2. Save selected citations
3. Click on Marked Records.
4. Select Export to EndNote (or Refworks)
5. Saved records will be imported into the library that you select. You may need to select a filter: OCLC Hist Filter.
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           6. IEEE Xplore UCB only Coverage:1988--present
 
  1. Search: doc title: astrophysics, sort by year, or limit by year.
  2. Save selected citations.
  3. Click on the Download icon, select citation or citation + abstract.
  4. Select: Endnote, Refworks or BibTeX.
  5. Select the file you would like your citations to import into.
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           7. Inspec via ISI Web of Knowledge. UCB Only. Includes "Physics Abstracts." Coverage: 1898 - present.
 
  1. Search: enter keywords - dipolar particles.
  2. Save selected records.
  3. Select Save to Endnote, Refworks, BibTeX...click on Export.
  4. EndNote will open; choose the "library" in which you would like your citations to appear.
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           8. JSTOR UCB Only.
 
  1. Search: keywords - quantum computing
  2. Click save citation(s)
  3. Click on Export Citations
  4. Export Options: select BibTeX, Endnote or Refworks.
  5. (you may need to Open an account or Login to enable saving and exporting).
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           9. Lexis-Nexis Academic Universe. UCB Only. Coverage: 1979--present. (Dates vary)
 
  1. Search: astroparticle
  2. Save selected citations: Click on Book icon (Export) to Refworks. Allow pop-ups if needed.
  3. Save as .txt file and import your results into Endnote.
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           10. MathSciNet UCB Only  Coverage: 1940--present.
 
  1. Search: keyword: neutrino
  2. Save selected citations
  3. click on "Retrieve marked" Add citations to Clipboard. View Clipboard.
  4. Select Format: citations (endnote) or (refworks). use Endnote, or BibTeX.
  5. Save citation as .txt and import into Endnote. Use the "Refer Biblx" filter.
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           11. Melvyl Next Gen.
 
I. SINGLE Citation Importing : one record at a time into Endnote or Refworks.
  1. Search for keywords:  indoor air pollution
  2. Click on the Title LINK to display full record.
  3. Click on Cite/Export link.
  4. Click on 'Export to Endnote' or 'Export to Endnote'
II. MULTIPLE Citations importing : You must LOG INTO YOUR ACCOUNT or create one
  1. Search keywords: exoplanets
  2. Save your citations to a named list or create a new one.
  3. Click your user name (upper right hand corner) to open your account.
  4. Click: title of the list you just created.
  5. Click the CITATIONS VIEW tab. Your citations will show in list format.
  6. Select all or a few.
  7. At the top of the list, click on 'Export selected references to', select EndNote or RefWorks. Click Export.
    RefWorks:     will open in a new browser window or tab. You may be prompted to log in before continuing. Once you are logged in, your references will be imported automatically. You may need to allow popups in your browser.
III. DIRECT CONNECT from each program. (disable your firewall and popups).

in Endnote: use the "connection file" - Melvyl (Calif) under Connection Manager
1. Go to TOOLS > select Online Search. -- Melvyl (Calif) is listed or go to Edit >Connections Manager >select Melvyl (Calif)
3. Endnote should automatically connect to Melvyl.
4. Enter your search terms - allow a few minutes.
5. Download your selected citations in your library.
---in Refworks:
1. Go to Search > Online Catalog or Database: Melvyl.
2. Enter search terms.
3. Your results will be downloaded into your Refworks folder.
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           12. OskiCat - UC Berkeley Catalog.
  Note: if you are using "Online Search" from Endnote to Oskicat, use connection file: U Calif-Berkeley.
**To make it work: Go to Connection file manager, to modify: click on U Calif-Berkeley: click on Edit: Click on Connection settings, >>change server address to: 169.229.32.116 or oskicatp.berkeley.edu.
 
  1. Search: keywords: neutrino astrophysics
  2. Save selected citations or save all.
  3. Click on Save Selected Records or Save All.
  4. Click on View Saved to see your list of records. Save Selected records (again).
  5. Click on Export Saved.
  6. Under Format of List: select EndNote/Refworks. Under Send List to: select local disk.
  7. Save this file as a text file (.txt) and import it into Refworks or Endnote.
  Open Endnote
1. Open your library.
2. Click on Import (in the file menu)
3. Import Data File: browse to the .txt file that you saved.
4. Choose Import Option - select the U Calif Berkeley filter.
5. Click the import Button
6. Under references use the "Show All" to see your entire library.
  • NOTE: [Download the INNOPAC or the U Calif Berkeley filter from Endnote.com]
    		•
      Open Refworks (log in to your account)
  • Select Reference > Import to open the import menu.
  • Select Import Filter/Data Source: select Innovative Interfaces (Endnote/Refworks Format).
  • From Specify Database: select U Calif Berkeley.
  • Select Import Data from: either browse for your file or copy and paste it into the text box.
  • Click Import. Click View Last Imported - to see your citations and move them into your permanent folder.
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               13. PapersFirst & ProceedingsFirst via FirstSearch/OCLC. UCB Only. You may have to login.
     
    1. Search: keywords - astroparticle cosmology
    2. Save selected records to export into EndNote or Refworks.
    3. Select "Export " -- EndNote OR Refworks
      *Endnote will open; select the "library" in which you would like to have your citations appear.
    4. Select the correct filter -- OCLC - PapersFirst or ProceedingsFirst.
      *Refworks - will show your imported records in the "Last Imported Folder".
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               14. PubMed. UCB Only. Coverage: 1950--present.
     
    1. Search: keyword: sick building syndrome
    2. Save selected citations, check the box on the left
    3. Display Setting: select - MEDLINE format.
    4. Save as a text file to your computer. (.txt).
    5. or if you are going to import citations into Refworks - use the edit menu to select all and copy.
      Open Endnote. Open your library.
  • Click on Import (in the file menu)
  • Import: browse to the .txt file that you saved
  • Choose Import Option - select the PubMed (NLM) filter.
  • Click import. Under references use the "Show All" to see your entire library.
    		•
      Open Refworks (log in to your account)
  • Select "Reference -- Import" to open the import menu.
  • Select the NLM PubMed filter in the first menu
  • Select PubMed in the Database box.
  • Mark "Import Data from the following text"
  • Paste the text into this box
  • Click on Import & View Last Imported folder to see your citations & move them into a permanent folder.
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               15.Research Library (ProQuest) UCB Only
     
    1. Search: keywords - particle physics universe
    2. Save results: check boxes. Select show marked.
    3. Click on the "Export" button - and choose - Export to EndNote or Refworks
    4. Select the Endnote library to download to or login to your Refworks account and select the folder.
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               16. SciFinder Scholar. UCB Only  Current UCB students, faculty & staff must register & login first - Registration.
     
    1. Search: keywords - particle physics universe
    2. Save results: check boxes.
    3. Click on "Export".
    4. Choose - For: Citation Manager: citation export format (.ris). Details: change the file name if you prefer.
    5. Endnote will open and download. Select the SciFinder (CAS) filter if needed, from the Filter manager.
     
    1. Open Refworks (log in to your account)
    2. Select "Reference -- Import" to open the import menu.
    3. Select CAS Scifinder as the data source and CAPlus as the database.
    4. Select the .txt file you saved, and import.
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               17. Scitation & SPIN web via AIP. Coverage: varies
     
    1. Search: keyword: chrommodynamics
    2. Save selected citations
    3. Options for selected articles: choose Download citations in Endnote (RIS), Refworks or BibTeX. click Go
    4. Citations will download into your selected folder or library.
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               18. ScienceDirect (Elsevier)
     
    1. Search: keyword: chromodynamics
    2. Click on Export Citations
    3. Check the following: Citations and abstracts; RIS format (select Endnote, Refword or BibTeX)
    4. Click on Export
    5. Endnote will open, choose a library and click on Open. Citations will download.
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               19. SpringerLink (Springer)
     
    1. Search: stern-gerlach experiment
    2. Click on the title of the citation you wish to import.
    3. On the right, Click on Export Citation. - select RIS
    4. Under Export Citation: select citation manager: EndNote, Refworks, BibTeX.
    5. Click on the "Export Citation" button.
    6. If you need filter, use RefMan RIS.
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               20. Web of Science. UCB Only Coverage:1900--present.
     
    1. Search: topics - dipolar particles
    2. Save Results, check the boxes.
    3. Click on: Save to Endnote, BibTeX or other .txt formats. Export.
    4. EndNote will open and download your citations automatically
    5. Refworks: save as .txt file and click on Import into Refworks.
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               21. Wiley Online Library. UCB Only
     
    1. Search: stern-gerlach experiment
    2. Select records for download.
    3. Click "Export Citations"
    4. On the Citation Export Screen choose from the drop down boxes
    5. -- Format: Endnote
    6. -- Citation Type: Abstract and citation.
    7. Click Submit. EndNote will open and download your citations automatically
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