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Citation Management using EndNote

Programme
Exporting citations to the citationmanagement tool, EndNote (contained
within the Web of Science database)
Example 1: Business Source Premier
Exporting to and organising results within EndNote

Example 2: Web of Science


Bibliographic indexes of published articles

Example 3: LibrarySearch
The Library Services resource discovery tool

Examples 4 and 5: Emerald Insight; JSTOR


When things arent as easy as they should be

Business Source Premier (BSP):


Context
We start this process at the conclusion
of a successful search of the Business
Source Premier database
The example search is for product
management in emerging markets
The results we wish to save will be placed
in our Business Source Premier folder
Folders are a feature common to most
databases

BSP: Adding Search Results to your


Folder

You can save references to selected articles in


your Folder. To do this, click on the Add to
Folder option.

Once you have completed your selection, click


on the Folder icon in the top right-hand corner
of the screen.

BSP: Folder Contents

You can retain and organise your references within


your My Business Source account. However, you
might also want to consider amalgamating references
from several databases in a Citation Management
tool. To do this from BSP, first Select the required
records and then click on the Export link.

BSP: Folder Export Options


The purpose of any citation management tool is to assist you
in recording, organising and outputting bibliographic
references.
There are numerous such tools available. One product we
use at Greenwich is EndNote Basic (formerly EndNote Web).

From the BSP Folder,


select the EndNote Web
option, then click on the
Save button

EndNote: Login / Create Account


A new browser window will open, which will
contain the login prompt to EndNote. If you
have not already done so, now is the time to
create an account.

Otherwise, you can


access EndNote via the
link in the Web of
Science database.

EndNote: Imported References


The list of My References (in this example, the
nine citations imported from Business Source
Premier)
Add selected records
to the required
Group or create a
New Group
Note: You can add
a record to as
many Groups as
necessary

To look at the content (records) within any


Group, use the Quick Search drop-down

EndNote: Create and Manage Groups


The Organize tab allows you to
manage existing Groups and
create new ones

EndNote: Create Your Own Record(s)


Within the Collect tab,
use the New Reference
option to create your
own citation

Select the document


type from the drop
down menu

As you create the record, it will automatically


be saved to your All My References and
Unfiled folders

EndNote: Creating a
Bibliography
The Bibliography option within
the Format tab allows you to
output all of (or Groups of) your
references in a specified format including Harvard

but the output might need some


tweaking!

Web of Science (WS): Context


Web of Science is a research discovery tool
for identifying relevant scholarly articles
It consists of several bibliographic indexes
(i.e. it is not a full-text database)
These include:
Web of Science (1970 onwards); and
SciELO Citation Index

Use the Librarys Document Supply service


to request copies of articles and books not
currently in stock at Greenwich:
http://www.gre.ac.uk/offices/ils/ls/guides/ill

WS: Searching
You can limit the scope of your
search to any of the constituent
databases (indexes)

A standard search interface, with the usual


options to perform phrase searches, truncate
search terms, and limit the coverage of
searches to specific fields.

WS: Results Display

Refinement options are listed in the left-hand


column

Use the tick boxes to select only


those results you want to import into
EndNote (we have selected four of
the six records)

WS: Records Transfer to


EndNote
Use the drop down menu at the
top of the results display to
select the (default) EndNote
online option

A new window will open, from which you


can choose what type of information you
want to include. Press the Send button
to proceed.

EndNote: Records Received from WS


(Switch back to EndNote
using the link at the top of
the page)

The four records we transferred from


Web of Science are now in the Unfiled
folder
Note: Imported records go
simultaneously to the All My

LibrarySearch: Context
The Library Services resource discovery
tool, which allows you to simultaneously
search multiple databases
Coverage is largely restricted to citation
and full-text e-book and journal databases
It does not include datasets (such as
Thompson One, Orbis, Passport and Mintel)
LibrarySea
rch

BSP

Emerald

JSTOR

MyiLibrar
y

Database
n

LibrarySearch: Adding Items to e-Shelf


Click on the star icon to
add selected items to your
e-Shelf

Once you have made


your selection, click on
e-Shelf

LibrarySearch: Export from eShelf

1. Use the tick boxes to select


the items you want to send to
EndNote

2. Use the drop-down menu


to select the Push to
EndNote option, and click on
the Go button

3. You will then be prompted to login to


EndNote

EndNote: The Imported Citations

As before, our results appear in the Unfiled


folder

Emerald Insight: Context


For many databases, exporting records to
EndNote is as simple as it is with Business
Source Premier and Web of Science
Emerald appears to be simple, but can be
problematical in practice
The following is a walkthrough guide on the
best way to export citations:
Saving citations into a separate file
Importing that file into EndNote

We assume that a successful search on our


topic has already been completed

Emerald: Search Results


Display
Using the tick boxes, select the
citations that you wish to export to
EndNote
From the dropdown menu,
select the Download
citation option

Emerald: Export Citations I

Select the EndNote


option
Click on the Download article citation data
button

At the prompt, select


Save

Emerald: Export Citations II

Rename the file as necessary,


and save to the appropriate
drive/folder
Note: Ensure that the ENW file
format has been correctly
identified

EndNote: Importing the Emerald File


Within Endnote, select
the Collect tab and click
on the Import
References option

Browse to identify the relevant file,


and use the drop-down menu to
select the file type, i.e. the EndNote
Import option

Select which EndNote


folder in which to
locate the citations,
otherwise it will

EndNote: The Imported Emerald


Citations

Our seven imported Emerald


records

JSTOR: Context
An archive of over a thousand leading
scholarly journals across a broad range
of disciplines
Includes many titles within the Business &
Economics Collection
Again, we assume that a successful search on
our topic has already been completed

JSTOR: Search Results Display


Using the tick boxes, select the
citations that you wish to export to
EndNote
Then click on the Export
link

JSTOR: Export Citations I


As prompted, click in the RIS file
option

Select Save and then Save


As

JSTOR: Export Citations II

Name the file as necessary,


and save to the appropriate
drive/folder
Note: Ensure that the RIS file
format has been correctly
identified

EndNote: Importing the JSTOR


File
Within Endnote, select
the Collect tab and click
on the Import
References option
Browse to identify the relevant
file, and use the drop-down menu
to select the file type, i.e. the
JSTOR option

Select which EndNote


folder in which to
locate the citations,
otherwise it will
default to Unfiled

EndNote: The Imported JSTOR


Citations

Our three imported JSTOR


records

Help!
This presentation is available in PDF
format from the LibGuide:
libguides.gre.ac.uk/businesseconomics/referencing
You can also contact your Faculty
librarian for assistance:
Rosalind Francis
mgbulibteam@gre.ac.uk

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