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Home :: Archive :: 2001 :: November ::
EndNote and Bibliographic Management Software
The Shakespeare Conference: SHK 12.2641  Wednesday, 21 November 2001

[1]     From:   Frank Whigham <
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        Date:   Tuesday, 20 Nov 2001 11:30:56 -0600
        Subj:   EndNote/Z39.50

[2]     From:   Graham Hall <
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        Date:   Tuesday, 20 Nov 2001 20:03:30 +0000
        Subj:   Re: SHK 12.2633 Time on of IT

[3]     From:   Hardy M. Cook <
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        Date:   Wednesday, November 21, 2001
        Subj:   EndNote and Bibliographic Management Software


[1]-----------------------------------------------------------------
From:           Frank Whigham <
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Date:           Tuesday, 20 Nov 2001 11:30:56 -0600
Subject:        EndNote/Z39.50

Hardy, I think many folks would, like me, appreciate your walking us
through these bibliographic software options.

Many thanks.

Frank

[2]-------------------------------------------------------------
From:           Graham Hall <
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Date:           Tuesday, 20 Nov 2001 20:03:30 +0000
Subject: 12.2633 Time on of IT
Comment:        Re: SHK 12.2633 Time on of IT

Like the one luminary clock against the sky, Hardy proclaims the IT
times to be neither wrong nor right:

[...]Using EndNote, I searched the MLA Bibliography for research on
Timon of
Athens since 1986. I spent less than three minutes compiling this
bibliography. When I was an undergraduate during the 1960s, I would have
spent about forty hours with index cards and the bound copies of the MLA
Bibliography to accomplish the same task. We've come along way. [...]

No more of that, good Master Cook, no more of that! (Although, true,
sir, true.) And I confess the use of two computers of my own (one for
each eye, or to be more accurate one for my desk and one for my lap).
But why is it, I wonder, that despite a research programme that is
insolently disregarding its sell by date, there is still a big thrill
from an Anglepoise lamp, a fountain pen, a sheet of white paper, a desk
o'erflowing with books and a set of mark one eyeballs? Beats me! And am
I alone in still confirming IT data against print before I feel
comfortable?

Best wishes, Graham Hall

[3]-------------------------------------------------------------
From:           Hardy M. Cook <
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Date:           Wednesday, November 21, 2001
Subject:        EndNote and Bibliographic Management Software

Frank, you asked for it. Of course, I am an EndNote user with no other
interests in the program than that I find it useful.

The three best known commercial bibliographic management software
programs are all owned by ISI ResearchSoft <http://www.isinet.com/>.
They are

        * EndNote <http://www.endnote.com/>,
        * ProCite <http://www.procite.com/pchome.asp>, and
        * Reference Manager <http://www.refman.com/>

All three communicate with remote databases using the Z39.50 information
standard protocol (International Standard, ISO 23950). Any bibliographic
database, including PACs (Public Assess Catalogs), that supports the
Z39.50 standard can be searched using these programs, and the results
can then be retrieved directly into the programs without having to go
through the intermediate steps of downloading the data to a text file
and importing that file.

EndNote is the most popular and easiest to use of the three. Jay Tate at
his web page "Software for Research (using Windows)"
<http://ist-socrates.berkeley.edu/~jaytate/software.htm> writes,
"Endnote, with origins as a Mac program, is somewhat more user-friendly,
e.g., it's organized into icon-based 'libraries' and lets you examine
downloaded references even while the rest of a query continues to
download; limit of 32,000 references/database compared to unlimited
database size for ProCite and Reference Manager."

ProCite provides flexibility to group references and creates subject
bibliographies. It is the program most favored by librarians. Of it,
Tate writes, "ProCite is the most broadly flexible of the three: it is
organized into "databases" with somewhat more powerful features for
creating groups within a database, searching, defining more data fields
than in Endnote, as well as using a larger number of pre-set and
user-defined document types than in Endnote.  Both ProCite and Reference
Manager can hold an unlimited number of references in a single
database."

Reference Manager offers network features with simultaneous read/write
access to databases. According to Tate, "Reference Manager, with origins
in the hard sciences, offers the most powerful capabilities in a few
areas, e.g., it is the only one of the three that allows users to search
within up to 10 of their own database files at the same time. ProCite
and Endnote only allow search of one 'database' or 'library' at a
time."

<http://ist-socrates.berkeley.edu/~jaytate/software.htm#bibliography_and>

Jay Tate identifies the Nota Bene Scholar's Workstation Suite
<http://www.notabene.com/> and Citation <http://www.citationonline.net/>
as alternatives to EndNote, ProCite, and Reference Manager.

After gathering the information for this post yesterday, I ordered
Citation Plus - I teach "Research Methods and Humanities Computing I and
II" and like to demonstrate IT applications that are useful in our
discipline. Citation Plus includes Z39.50 Internet Access Software,
BookWhere, that like the three ISI programs enables the user
simultaneously to search library collections and specialized databases
and download the results directly into the Citation bibliographical
formatter, which performs the following tasks:

* Organizing bibliographic information and notes in database records as
you research your topic.
* Entering and proofreading bibliographic information for sources you
use in research papers and teaching materials only once, using a single
set of guidelines.
* Browsing through your research notes by subject as you are preparing
the basic structure and points of your paper.
* Citing works as you are writing with a short author-date key that
points to the record in your datafile.
* Easily including excerpts from your note records in your paper.
* Writing your bibliographies and references with a click (Citation
supports 1000+ predefined citation styles, and provides you with the
most powerful and easy to use custom report writer available).

Finally, Citation, like the NotaBene Suite, includes a notetaking
application that is NOT a feature on either EndNote or its two cousins.

Other citation management programs are available, some for free. I have
worked with a few of the free programs, but I have found none of them as
powerful as EndNote. I complied the following information from Jay
Tate's web page.

*BiblioExpress v2 (Free), Biblioscape ($49 w/education discount) is a
full-featured alternative that is less expensive and has a good set of
internal and external search tools.
<http://www.biblioscape.com/biblioexpress.htm>

*Bibliographix Basic (Free), Bibliographix Lite ($25), while
Bibliographix Pro ($75) offers many features in the big 3 ISI programs,
including citation insertion within Word documents and internet
capabilities, at a lower price. <http://www.bibliographix.com/>

*Scholar's Aid 2000 Lite (Free) and Scholars Aid  ($74 student; $94
other; 60 day trial), which combines notetaking with bibliography
management in an innovative way, though it also lacks some features
available in other programs. <http://www.scholarsaid.com/>

*Literat (a free German language program),
<http://www.phil-fak.uni-duesseldorf.de/erzwiss/literat/>

*GetARef ($129 student, $299 regular), Library Master ($129 students),
Papyrus ($99; DOS-based), Refs, Scribe, and XyWrite.

I use EndNote to search any online database that is Z39.50 compliant.
After I search, I copy the references to a "library" file. These
references are automatically formatted in the MLA style and can be
exported from the "library" file to text or rich text files. EndNote is
also accessible from Word and enables a "Cite While You Write" feature.

Here is the EndNote website program description.

More than 300,000 researchers, scholarly writers, students, and
librarians use EndNote to search online bibliographic databases,
organize their references, and create bibliographies instantly. Instead
of spending hours typing bibliographies, or using index cards to
organize their references, they do it the easy way-by using EndNote!
EndNote for Windows and Macintosh is a valuable all-in-one tool that
integrates the following tasks into one program:

* Search bibliographic databases on the Internet
* Organize references in a database
* Watch bibliographies appear as you write!

Search bibliographic databases on the Internet:

* Using EndNote's Connect and Search commands, you can search Internet
databases just as easily as you can search your EndNote database on your
computer.
* Simply open any of more than 250 predefined connection files and
you're online and searching.
* Save and load search strategies at the click of a button.
* Access hundreds of remote bibliographic databases, including ISI Web
of Science, many Ovid databases, PubMed, the Library of Congress, and
university card catalogs from EndNote.
* Search remote bibliographic databases using EndNote's simple search
window--no need to learn multiple search interfaces.
* Drag and drop references instantly to your own EndNote database in one
simple step. No additional importing required.

Organize references in a database:

* Create an unlimited number of databases: Store up to 32,000 records
per database. There are 25 customizable reference types with up to 38
fields for entering bibliographic data.
* Customize the references database display: Click-sort column heading,
adjust column widths, choose fields to display.
* Preview formatted references: Display any reference instantly in more
than 500 bibliographic styles using the Preview pane.
* Includes more than 200 import filters: Import downloaded references
into your EndNote database using EndNote's import filters.
* Launch a web browser from EndNote: Link your references to full-text
articles or other material on the World Wide Web, or PDF files on your
hard drive using EndNote's "Link To" command.
* Term Lists: Maintain lists of important terms (journals, authors,
etc.) for consistent data entry.
* Searching: Search on specific fields (author, journal) or conduct
complex searches using boolean and comparative operators.
* Global Editing: Use the Change Text, Change Field, and Move Field
commands to modify existing references.
* Sorting: Choose which fields to display and sort instantly at the
click of a button.
* Customize Settings: Use EndNote's Preferences Panel to optimize your
use of the program.
* Running EndNote on a Network: Use EndNote on a network and share
databases across mixed platform

Watch bibliographies appear as you write!

* Create instant bibliographies in Microsoft Word: Choose from three
different options when working with word processors. You can insert
citations and format bibliographies instantly without retyping
references.
* Collaborate with colleagues easily: EndNote helps you collaborate with
its new traveling library that contains reference data for all
citations.
* EndNote handles even the trickiest bibliographic details: EndNote can
tackle anonymous authors, Ibid., grouped references, etc.
* Includes more than 700 bibliographic styles: EndNote comes with more
than 700 bibliographic styles for a variety of journals. Each style can
be modified, or you can create new styles.

Word processor compatibility for Windows

Word processor compatibility for Macintosh

Create an unlimited number of databases: In EndNote, bibliographic data
is entered into a record by filling out a simple template that has the
proper fields displayed for a given type of reference. EndNote has 25
customizable reference types including journal article, book, electronic
source, and conference proceedings, with up to 38 fields for entering
data, including abstract and notes. You can customize the reference
types to add fields of your own. Each EndNote database can store up to
32,000 references.

Customize the database display: The EndNote database can be customized
to display exactly the information you need to view. Resize columns by
grabbing vertical column edges and use the horizontal scroll bar to see
more of each reference. Click on column heading for instant sorting.

Preview Formatted references: Using the Preview pane in the database
window, you can preview selected references in more than 700
bibliographic styles.

Includes more than 250 import filters: There are many sources of
bibliographic data that can be used to help you build your EndNote
database of references. EndNote includes more than 250 customizable
import filters for a variety of online and CD-ROM database providers
(e.g. Ovid, SilverPlatter). You can create your own import filters as
well. Once you've downloaded the references in a tagged format, choose
the appropriate import filter to import the data into your EndNote
database.

Please Note: If you have access to a library catalog or bibliographic
database that supports the Z39.50 protocol, you can use EndNote to
search and retrieve references directly into EndNote. This removes the
need to learn a separate program to access online databases or go
through extra steps of saving the references to a text file and
importing them into EndNote. EndNote includes more than 250 connection
files to access and search online databases.

Launch a web browser: EndNote records include a URL field to store World
Wide Web addresses. By selecting the Open Link command, you can
automatically start your Web browser (e.g. Navigator, Internet Explorer)
and link to online journals, full-text articles, or any other web
address stored within your EndNote record. You can also use this feature
to link to files stored on your hard drive (such as graphics and word
processing documents).

Term Lists: For consistent data entry in your EndNote database, terms
such as Author names, journals, and keywords are automatically added to
the Term List upon importing or manual entry. Term Lists store
glossaries of keywords, author names, or any other terms that are
important to managing your references. As you enter new terms, EndNote
suggests terms from these lists to facilitate data entry and to ensure
terms are entered consistently. Auto-completion of terms provides quick
record entry.

Pre-defined Journal Term Lists are provided for biomedicine, chemistry,
and the humanities--complete with common abbreviations of journal names
used in bibliographies.

Searching the EndNote database: The Search command in EndNote offers a
high degree of flexibility and control in designing searches. You can
limit your searches to specific fields such as Author name, Year, or
Keywords. You can also choose a general search, one that searches on all
fields in a database.

EndNote allows you to create unlimited length search strings using the
boolean connectives AND, OR, and NOT. With the QuickFind feature EndNote
will display your search results almost instantaneously, even if your
database has more than 10,000 records in it. EndNote also allows you to
use comparative operators (greater than, less than, equal, etc.) and to
search for a range of references between two values. There are also
options to combine search results and restrict searches to only the
references currently showing in the Library window.

Global Editing: Use the Change Text and Change Field commands to modify
existing references. EndNote's Change Text and Change Field features
help you to keep a clean and organized library. These commands can
automatically add a term to all or some of your references. These are
useful tools for labeling groups of references as well as for fixing
common typos or spelling mistakes.
The Change Text ... command searches for text in your references, and
either deletes or replaces it with other text. For example, you can use
this command to search for a misspelled word and replace it with the
correct spelling. The Change Field command can insert text at the
beginning or end of the field, replace the contents of the field with
other text, or delete the entire contents of the field. For example, you
can use this command to add "Reprint on File" to the Notes field of a
set of references.

The Move Field command provides a way to transfer the entire contents of
one EndNote field to another field within the same reference.

Sorting: In EndNote, you can sort references on any fields you choose
such as Year, Journal, Title, or Label. You can sort on up to five
fields in either ascending or descending order. You can do an instant
sort by clicking on the column headings in the reference database
window.

Customize EndNote's setting: The settings for customizing your EndNote
database display, bibliographic preferences, and other options are
organized in one easy-to-access Preferences panel.

Creating bibliographies: Locate citations in Microsoft Word with Cite
While You Write technology. Watch the bibliography appear as you insert
citations in your manuscript.

If you use Microsoft Word for Windows or Macintosh or WordPerfect for
Windows, please read about the EndNote 4 Add-in. The Add-in lets you
create one-step bibliographies using these word processors.

For all other word processors: To use EndNote to cite references in a
paper and then create a bibliography for the paper, you simply insert
the necessary citations from your EndNote database into the text of your
word processing document. When you have completed the paper, you select
a bibliographic style (e.g. Chicago, APA, JAMA) and tell EndNote to
"format" a bibliography for the paper. EndNote scans the paper, finds
the citations you pasted, modifies the in-text citations and adds a
formatted bibliography to the end of your paper.

Collaborate with colleagues easily: Collaborate easily with others as
your traveling library of cited references follows the Microsoft Word
document. When you're ready to send your paper to colleagues, the
references travel with it. When the manuscript is complete, anyone of
the authors who use EndNote can create a publication-ready document in
one-step!

More than 700 bibliographic styles: EndNote comes with more than 700
predefined bibliographic styles for the leading journals. You can also
easily create an unlimited number of your own styles. You simply create
a template that displays the reference fields and punctuation in the
proper order for your style [for example: Author (Year). Title,
Volume...]. Other settings let you adjust the format of the author
names, page numbers, journal names, and the sort order for the
references.

Advanced bibliographic options: EndNote includes bibliographic features
that address a wide range of formatting issues in the humanities,
biomedicine, physical, life, and social sciences. Here are some of the
advanced formatting features EndNote can handle with ease:

* Shortened forms of references in footnotes, including "Ibid."
* Group multiple references under one bibliography number
* Numbered text notes within a bibliography
* Options for anonymous works
* Hanging indent option
* Capitalization options for author names or title

_______________________________________________________________
S H A K S P E R: The Global Shakespeare Discussion List
Hardy M. Cook, 
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The S H A K S P E R Webpage <http://ws.bowiestate.edu>

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