Cite Your Sources, Manage your Documents

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  • Susan Koskinen
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  • Office Hours: call, email, phone, by appointment.
  • Office Location: Bioscience & Natural Resources Library, 2101 Valley Life Sciences Building
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About this Guide

Download records, format bibliographies, track citations, enter footnotes or endnotes, add pdfs - to your research.

Get Started

Reference managers such as: Endnote, Refworks, Zotero, & Mendeley allow you to download, collect, & share references, PDFs, data, and documents. Some work with word processing to format citations and footnotes in papers and create bibliographies in a variety of styles.

Tips for Entering Citations & References from Top Databases

Endnote X7 Exercises

EndNote (Mac, PC) is bibliographic management software that you install on your computer. It offers sophisticated, flexible tools for organizing references & creating bibliographies. EndNote works with word processing software to format citations, and create bibliographies in a comprehensive array of styles. It can be purchased from The Scholar's Workstation or online.

RefWorks (Online) 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. It can be used to organize references, format citations, and create bibliographies. To use RefWorks, create an account using the RefWorks New User form.

Zotero is a free Firefox extension that manages citations found online through your browser. You can capture citation information from some web pages and databases, and store citations, PDFs & images for easy retrieval. Zotero can create bibliographies in Word and OpenOffice in a limited number of styles.

TeX: is a typesetting language used for scientific document preparation. LaTeX is a program that converts a plain text file into TeX. BibTeX is a tool that can be used with LaTeX to create documents and bibliographies. Tools are free to download. The TeX Users Group (TUG) includes an FAQ, links to software. Endnote has a BibTeX output style that will format your citations into TeX.

Papers (Mac) is low-cost software that allows you to search, retrieve, organize, and annotate article PDFs. You can also easily export references into citation management tools like EndNote so that you can use their citation and bibliography formatting features.

Mendeley is a free web-based reference manager & can be used as a social network to organize your research, collaborate with others online, and discover current developments.

Software for Science Reference Management: a web-list of many bibliographic management programs for the PC or Mac, some are free.

Use the following charts for other programs and more information:
Citation manager comparison chart
Document manager comparison chart


Part I. Create New LIbraries & Add Citations, PDFs, Links, Keywords and more
Part II. Preferences: Format Endnote for what you need
Part III. Insert references: add your citations
Part IV. Format Bibliographies: create instant lists of citations, insert footnotes & format your paper

Create new libraries and groups

Endnote allows you to save citations, pdfs, links, images, and other document resources.  You can download automatically, import and enter references into your own libraries.
The following exercises will get you familiar with using endnote.

Step 1: Open your endnote program (for downloading a trial or purchasing)
• To Create a new library....or group
• Under File - select New
• Name & SAVE your new library. Make sure the Save in: box shows the EndNote folder

OskiCat citations

OskiCat - UC Berkeley Library catalog
Use DOWNLOAD or (Online Search)
1. FIRST; edit your ENDNOTE Connection Manager -save as a favorite, U Calif-Berkeley
2. Under tools - Online Search - enter - 'dark energy'
3. Save results to your library.

OR EXPORT: (records from OskiCat to EndNnote)
1. Open: OskiCat
2. Search: keyword = “supersymmetry”.
3. Save selected records, click on “View Saved”
4. Click Export Saved.
5. Click on ‘Format of List’ Endnote/Refworks.
5. Send List to: Local Disk. (must be a .txt file).

Open EndNote & Your Library.

  1. File > Import: File. Browse to the .txt file that you saved.
  2. Import Option - select the Innopac filter or if available -= U of California, Berkeley filter.
  3. Click the Import Button.
  4. View imported records.

Melvyl citations

MELVYL - UC Catalog
DOWNLOAD SINGLE Reference one record at a time
1. Search for keywords: light beams
2. Click on the Title LINK to display full record.
3. Click on Cite/Export to Endnote link.

** VERY IMPORTANT: You MUST Sign in to your account or create one.
Search keywords: exoplanets
Select citations to export.
Click Save to: select [New List] or an existing list.
Click your user name (top right corner of page). Click the title of the list you just created.
Click the Citations View tab.
Make sure all your citations are selected (this is the default).
In Export selected references drop down menu, select Endnote or RefWorks.
Click Export.

Each text file will import records from only one database or catalog. Name your file.

ONLINE SEARCH from Endnote to Melvyl (and other files). Direct connections can be problematic.
You may have to update your files and some may not work at all. Disable your firewall & allow pop-ups.




PREFERENCES: Modify the display and the program to suit your needs
1. Set DEFAULT Library – to open when the program starts
    • EDIT > Preferences.
    • Select Libraries in left column. Select: Open the specified libraries from the menu.
    • Click Add Open Libraries. You may choose to delete the other libraries from the list. Apply

2. Change DISPLAY FIELDS in the library window.
    • Choose Display fields in the Preferences list.
    • Next to Column 1, choose Author from the drop-down menu.
    • Next to Column 2, choose Year.
    • Next to column 3, choose Title-- Apply.

    • Select Reference Types in the left column.
    • Click the Modify Reference Types Button
    • Scroll to Custom 1. Add field name -- Apply to all or not.

4. Enable UC-eLinks. > Choose URLs & Links. OPTIONAL
    • Under URL arguments: replace “WOS” with “EndNote”
    • change this exact text in the argument below.
?sid=ISI:EndNote&aufirst=AUFIRST&aulast=AULAST&issn=ISSN&isbn=ISBN&atitle=ATITLE &title=TITLE&volume=VOLUME&issue=ISSUE&date=DATE&spage=SPAGE&epage=EPAGE

   • Select apply and OK.
   • To check UC eLinks: Under References - Choose URL/OpenURL
   • UC-eLinks window will open with your citation and full text retrieval options.

    • Enter the OpenURL Path Field:
    • Select apply and OK.
    • Using UC-eLinks: choose openURL/OPENURL. UC-eLinks Window will open with your citation & full text retrieval options

6. Find FULL TEXT.
    • Check the OpenURL box.
    • Select Apply and Okay.


MANAGERS – allow you to ADD & EDIT > Output Styles, Import Filters, Connection Files.
Allow you to create lists of favorites displayed in the drop down menu.

Output Styles = bibliographic formats.

Import Filters = citations into Endnote. Must match the file that you are importing. Under: Library Catalogs - add U California

Connection Files – allow you to connect to online indexes and library catalogs. Add U Calif-Berkeley.

Tips for Adding citations to Refworks & Endnote

Click on database index, and use the directions to import or download your citations into EndNote, Refworks and others.[EndNote X6 Exercises]

Academic Search Complete
1. Search example: subject: supersymmetry
2. Save selected records. Click on 'Add to Folder Link'
3. Click: Folder View (right menu bar)
4. Select records in folder. Click on the Export Icon (right menu bar)
5. Click: "Direct Export to Refworks" or "Direct Export to Endnote"
6. Click: SAVE. Refworks or Endnote will open and download to the open 'Library'.
[If the computer has Endnote: it will open and download your citations automatically.]

BIOSIS Previews
1. Search example: topic - indoor air pollution
2. Save Results, check the boxes.
3. Click: EndNote, Refworks, Procite, BibTEX or other .txt formats.
[Endnote: If the computer has EndNote: it will open and download your citations automatically.]
[Refworks: should open and download or save as .txt file and "Import into Refworks"]

1. Search example: supersymmetry
2. Save selected records you want to export.
3. Click: Download to export your marked records to EndNote or RefWorks (or BibTEX).
4. EndNote will open - select the correct library.
5. Click on Download Or save as .txt file and import into program.

1. Search example: seasonal affective disorder
2. Select citations
3. Click: export
4. the RIS format menu will open - Click Export
5. Download to EndNote, EndNote will open and cittation will be saved.

1. Search example: keyword - cosmic dust, date range: 2010 to present
2. Save selected citations.
3. Click: Export / Save
4. Click: Output to: select - EndNote, Refworks or other.
5. EndNote or Refworks will open and save the citations.

Google Scholar
1. Open Google Scholar Settings
2. Under Bibliography Manager: Show links to import citations: select Endnote, Refworks, BibTeX.
3. SAVE.
4. Search for "Higgs Boson" Note: Click "download to Endnote" for each citation, Your Endnote Library, will open and download.-- citation may not be complete.

History of Science, Technology & Medicine
1. Search: subject - oppenheimer, j. robert
2. Save selected citations
3. Click: Export & Select Export to: EndNote (or Refworks)
5. Saved records will be imported. You may need to select a filter: OCLC Hist Filter.

1. Search example: dipolar particles
2. Check selected records.
3. Click: EndNote or Refworks icons.
4. Export menu will open, click export or ok.
4. EndNote will open; choose the "library' where you would like your citations to appear.

1. Search keywords: quantum computing
2. Click boxes to save citations.
3. Click: Export Citations bottom of page).
4. Select format: RIS File for EndNote, Refworks OR Text File for BibTeX.
[If your computer has EndNote: it will open and download your citations automatically.]
(You may need to open an account or login to enable saving and exporting)

1. Search keyword: neutrino.
2. Save selected citations.
3. Click: "Retrieve Marked" Add citations to clipboard. View clipboard.
4. Select Format: citations (EndNote) or (Refworks). Use EndNnote or Bibtex.
5. Save citation as .txt file and import into EndNote.  use the "Refer/Biblx" filter.

SciFinder Scholar -Current UCB students, faculty & staff must register or log-in first.
1. Search example: keywords: titanium nanoparticles
2. Save results: check boxes.
3. Click on the Export, choose Export Selected; For: "Citation Export format (*.ris)
4. Open Library, your citations should download automatically.
5. If your computer has EndNote: it will open and download your citations automatically.

If your computer does not have EndNote: choose, Save As:"Tagged Format" and as "type=(text)" with the .txt file extension.
1. Open EndNote, click Import on the file menu.
2. Select the file that you saved.
3. Select the SciFinder (CAS) filter from the Filter manager.
4. Click: Import.
5. Open EndNote (log in to your account) Select "Reference -- Import" to open the import menu. Select CAS Scifinder as the data source and CAPlus as the database. Select the .txt file you saved, and import.

Web of Science
1. Search example: topic - dipolar particles
2. Save Results, check the boxes.
3. Click: EndNote, Refworks, Procite, BibTEX or more options.
4. If your computer has EndNote: it will open and download your citations automatically.

For RefWorks: save as .txt file and click on Import into RefWorks. OR: Choose "Save" and save the file to disk.

Melvyl, OskiCat & Pubmed

Melvyl (UC)
I. Single Citation importing: one record at a time into Endnote or Refworks.
1. Search in Melvyl: example: indoor air pollution.
2. Click: the title link.
3. Click: Cite/Export.
4. Click: 'Export to Endnote' or 'Export to Refworks'

II. Multiple Citations: you need to register, create a free account & log into your account.
1. Search keywords: exoplanet
2. Check the boxes next to the citations you want to import and save to an existing list, or create one.
3. View your list, by going to My Worldcat or My Lists.
4. Open the list, Click on Citation View tab,
5. Select the citations you want to import.
6. Under Export Selected Citations, click on - to Endnote and Export.
7. A pop-up will prompt you to Open or Save the RIS formatted File. Select Open.
8. The citations should download and open directly into your EndNote Library.

OskiCat - UC Berkeley Catalog
Note: if you are using "Online Search" from EndNote to OskiCat, use connection file: U Calif-Berkeley.
1. Search: keywords: Higgs boson
2. Save selected citations or save all.
3. Click: Save Selected Records or Save All.
4. Click: View Saved.
5. Click: 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: 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.   Click the Import Button.
6. Under references use the "show all" to see your entire library.
*Note [Download the U Calif-Berkeley filter from]

Open Refworks:
1. Open Refworks
2. Select Reference: Import to open the import menu.
3. Select Import Filter/Data Source: select Innovative Interfaces (Endnote/Refworks Format)
4. From Specify Database: select U Calif-Berkeley.
5. Select Import Data from: either browse for you file or copy and paste in into the text box.
6. Click import. Click view lst imported - to see your citations and move them into your permanent folder.

Search example: title: radiation biophysics
2. Save selected citations, check the box on the left.
3. Select Display Settings: MEDLINE format. It is important to save in this format for EndNote or RefWorks.
4. Save as: text format or if importing citations into RefWorks, use Edit menu to Select All and Copy.

EndNote users:
Open EndNote. Open your library.
2. Click: Import (in the File menu).
3. Import Data File: browse to the .txt file that you saved.
4. Choose Import Option - select the PubMed (NLM) filter.
5. Click: Import button.

RefWorks users:
1. Open Refworks (log in to your account).
2. Select Reference - Import to open the import menu.
3. Select the NLM PubMed filter in the first menu.
4. Select PubMed in the Database box.
5. Mark "Import Data from the following text."
6. Paste the text into this box.
7. Click: Import.
8. Click: View Last Imported folder to see your citations and move them into a permanent folder.

Google scholar

1. Click on  Settings.
2. Click on SEarch resulrts
3. Select Show links to import citations into Endnote
4. Click Save

to Import ciations from google Scholar into Endnote
1. Search in Google Scholar
2. click on the IMPORT INTO ENDNOTE link under the reference.

Insert References


• In EndNote - Select the style for your bibliography using the favorites menu.
• Select references in your library. Click Preview to see the current selected style.
• Open Word; open a new document. Begin writing. Add a footnote or endnote in word.
• Click on Insert a citation: Tools > EndNote / Go to EndNote.
• Select the citation(s) to insert. Use Shift to select a range of citations; or use Ctrl to select several.
• From Tools / Cite While You Write - Insert Selected Citation(s). The bibliography is created as you write in the selected style. – OR select format bibliography from tools.

You can insert citations while working in Word, if you have references in EndNote. Choose Insert Selected Citation(s) from the Tools/EndNote X menu in Word.

• Create a NOTE using Tools > Insert Note.
• In your Word document, Tools > Endnote X4/ Find Citation(s).
• Type Berenbaum in the Find box. Search. Select the citation(s), and use the Insert button.

• Insert an IMAGE.
• From Tools > Endnote / Find Figure(s). Use the search window to find the reference with the image.
• In Find, type Osorio. Use the Insert button.
• Select Where in the paper you would like the images & files to appear.
• In the Find box, type Milkirk.
• From Tools > Endnote / Format Bibliography.
• Change the style of your bibliography using the drop-down menu in With output style:
• Use the OK button to re-format your bibliography

Format Bibliographies

A. Copy formatted method
EndNote > select Output Style (Edit/Output Styles).
Select references from your reference library. From the Edit > Copy Formatted (Ctrl+K).
Open a Word document; place the cursor where you want the reference(s) to appear.
From Edit > Paste (Ctrl+V).

B. Export References
EndNote, select Output Style.
Sort the library (references are exported in the order that they show in the window).

Select the references you wish to export. From File > Export.
Select file name, file type and destination (“Save in :”) for your bibliography.

Open the text file you have just created in a word processor to edit or print.

Drag-and-drop (not all word processing programs support this method)

In EndNote, select an Output Style.

Select citations from your reference library.

Hold Ctrl key and drag the references from the library to your word processing document.

When using drag-and-drop you can Tile your windows: Click the right mouse button in the gray space on the Task bar (the bar with the Start button). Choose Tile Horizontally or Tile Vertically.

C. Create a subject bibliography
Library > Tools, choose Subject Bibliography. Keywords. OK.

Subject Terms/ Keywords search box corresponds to keywords in the keyword fields of references in your library.

Select subject terms to use as subject headings in your bibliography. OK. The bibliography is formatted on the screen.

Click Layout button to modify the layout and style of your bibliography.

Click on the tabs, References, Terms, Page Layout and Bibliography Layout.

Verify or change the settings.

Once your bibliography is set up, display with Print Preview, print, or save. Close.

From Groups, choose Create Group. Use Custom to Name your Group.

Click on All References under groups to be sure all your references are showing.

Click on the reference to put in your group. Hold down the shift or control key for more than one.

Drag the selected reference to the new group. Also choose Add Reference to on the Groups menu.

You can create up to 500 Custom and Smart groups. Smart Groups use search criteria to update dynamically as existing references are edited or new references are added to the library.


On campus wireless access use: Airbears 2: wireless access on campus.

Off-campus access to many resources is limited to current UCB faculty, staff and students.
To access these resources from off-campus, please use one of the following:

Proxy Server
The proxy server is a computer on campus that will re-route your requests for licensed resources after authenticating you as a Berkeley student, faculty or staff member. You must configure your web browser in order to use it.

Proxy changes: Recent changes in the proxy server may have affected some users; see the Library's Proxy Server FAQ. iPhone, iPad, or iPod Touch proxy server setup instructions.

Virtual Private Network (VPN)
The VPN is a software program that will establish a "tunnel" to our campus network, allowing you to access a broader variety of licensed resources.


Library Hours

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