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Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern Campus Library Citation 1-26 On-Demand Guidance on Northern Campus Libary's Services. April 24th, 2019. Hokkaido University Northern Campus Library, Sapporo. Issue Date 2019-04 Doc URL http://hdl.handle.net/2115/73798 Rights(URL) https://creativecommons.org/licenses/by/4.0/ Type lecture Additional Information There are other files related to this item in HUSCAP. Check the above URL. File Information 2019G3E_References.pdf Hokkaido University Collection of Scholarly and Academic Papers : HUSCAP

Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

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Page 1: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

Instructions for use

Title Managing references : EndNote basic, Mendeley, and Zotero

Author(s) Hokkaido University Northern Campus Library

Citation1-26On-Demand Guidance on Northern Campus Libary's Services. April 24th, 2019. Hokkaido University NorthernCampus Library, Sapporo.

Issue Date 2019-04

Doc URL http://hdl.handle.net/2115/73798

Rights(URL) https://creativecommons.org/licenses/by/4.0/

Type lecture

Additional Information There are other files related to this item in HUSCAP. Check the above URL.

File Information 2019G3E_References.pdf

Hokkaido University Collection of Scholarly and Academic Papers : HUSCAP

Page 2: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

Managing references : EndNote basic, Mendeley, and Zotero

1

Hokkaido University

Northern Campus Library

April 2019

On-Demand Guidance on Northern Campus Library’s Service

Page 3: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

Managing references

1) Reference Management Software

2) EndNote basic

3) Mendeley

4) Zotero

5) Sources and cautionary points

2

Page 4: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

1) Reference Management Software

3 Main Functions

3

IMPORTImport bibliographic data including full-text (PDF)

MANAOESave bibliographic data

and share them in groups

OUTPUTGenerate a reference list

in your manuscript

This guidance introduces as representative softwareEndNote basic, Mendeley, and Zotero

Page 5: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

1) Reference Management Software

EndNote basic Mendeley Zotero

Provider (Developer) Clarivate Analytics ElsevierRoy Rosenzweig Center

for History and New Media(George Mason University)

VersionsBrowser

[Not Free] Desktop

BrowserDesktopMobile

BrowserDesktop

Import of PDFs Upload later one by one Directly / Upload with folder Directly

ManageableDisk Space

2GB100GB (Private)

100GB(Private Group)300MB

[Not Free] 2G, 6G, Unlimited* External storage available

Outputtable Styles < 4,000 > 7,000 > 9,000

Other features- Data linkage with Web of Science- Recommendation of

which journals to post to

- Recommendation of related papers

- Annotation and sharing of PDF- Many related services

- Various extensions availablefor open source

4

EndNote basic and Mendeley are enhanced for students and faculty of Hokkaido UniversityEach time you access from inside the campus, you can use the enhanced function for a year

Page 6: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

2) EndNote basic

5

http://my.endnote.comAccount of Web of Science,or create new

Output Tool Import Tool* Drag and drop to Bookmark bar

Page 7: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

2) EndNote basic

6

Click “Capture Reference” on the website of papers, and import bibliographic data one by one From Web of Science

import multiple bibliographic data directly

Page 8: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

2) EndNote basic

7

Import bibliographic data in RIS format etc.

Organize bibliographic data in foldersand share them in groups

Upload PDF if you have* PDF cannot be shared in groups

Bibliographic data imported from Web of Scienceshow links to it and times cited

Page 9: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

2) EndNote basic

8

Open the "EndNote" tab in Word on which the Output Tool is installed,click "Insert Citations" at the place where you want to insert a citation,and search for the paper you want to insert from EndNote basic

Page 10: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

2) EndNote basic

9

A reference sign is inserted in the sentence,and a reference list is below Change citation style at “Style”

Page 11: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

2) EndNote basic

10

"Match" connectsthe title, abstract, and bibliographic data of your manuscriptwith data of the Web of Science,and suggests the best fit journals for your manuscript

Page 12: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

3) Mendeley

11

https://www.mendeley.com

Create account

Output ToolImport Tool

Desktop Version

Mobile Version

Page 13: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

3) Mendeley

12

With the Import Tool,import directly multiple bibliographic dataand PDFs (if you can access) at the same time

In Desktop version,import bibliographic data and PDFsby dragging and droppingthe entire folder containing PDFs as well as PDFs

Page 14: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

3) Mendeley

13

Save PDFs to your computer* If you delete bibliographic data in Mendeley,

their PDFs are also deleted there

Import bibliographic datain RIS format etc.

Page 15: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

3) Mendeley

14

Open the “REFERENCES" tab in Word on which the Output Tool is installed,click "Insert Citation" at the place where you want to insert a citation,and search for the paper you want to insert from Mendeley

Page 16: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

3) Mendeley

15

A reference sign is inserted in the sentence

Click “Insert Bibliography” to insert a reference list

Change citation style at “Style”

Page 17: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

3) Mendeley

16

Read and annotate PDF,and share it in groups

Follow other users

Other various services

In response tobibliographic data imported,suggest papers to read

Page 18: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

4) Zotero

17

https://www.zotero.org

Output Tool

Import ToolDesktop Version

Page 19: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

4) Zotero

18

https://www.zotero.org/user/register

Set the account createdto Desktop Version

Create account

Page 20: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

4) Zotero

19

With the Import Tool,import directly multiple bibliographic dataand PDFs (if you can access) at the same time

In Desktop version,import bibliographic data and PDFsby dragging and dropping PDFs

Page 21: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

4) Zotero

20

Open the “ZOTERO" tab in Word on which the Output Tool is installed,click “Add/Edit Citation" at the place where you want to insert a citation,and search for the paper you want to insert from Zotero

Page 22: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

4) Zotero

21

A reference sign is inserted in the sentence

Click “Add/Edit Bibliography”to insert a reference list

Change citation styleat “Document Preferences”

Page 23: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

4) Zotero

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Save bibliographic data and PDFsto WebDAV storage without using Zotero’sstorage (up to 300 MB for free)* Desktop Version - Edit - Preferences - Sync

Where in your computer the bibliographic data and PDFs synchronized are* Desktop Version - Edit - Preferences - Advanced

Page 24: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

4) Zotero

23

If you set the link resolver of Hokkaido University ( https://jg8gn6xr5x.search.serialssolutions.com/ ),"Library Lookup" navigate you to PDF,or suggest alternatives to access full-text by DOI etc. of the bibliographic data* Desktop Version - Edit - Preferences - Advanced

Page 25: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

5) Sources and cautionary points

24

EndNote basichttps://clarivate.jp/wp-content/uploads/2017/10/enw_qrc_jp.pdf [Japanese PDF]

https://clarivate.libguides.com/endnote_training/endnote_online [English]

Mendeleyhttps://www.mendeley.com/guides [English]

Zoterohttps://www.zotero.org/support/start [English]

Check where to have saved PDFs when changing the software used

Page 26: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

5) Sources and cautionary points

25

If you have installed multiple Output Tools on Word, they may conflict, so deactivate those you do not use* Word - File - Options

Page 27: Managing references : EndNote basic, Mendeley, and Zotero · Instructions for use Title Managing references : EndNote basic, Mendeley, and Zotero Author(s) Hokkaido University Northern

TRYLATER

AND

ASKME

ANYTIME:[email protected]

26