(For EndNote, Reference Manager, ProCite and RefWorks) Available via the Emerald Librarian Toolkit at: http://www.emeraldinsight.com/librariantoolkit/ Page 1/13
Table of Contents Introduction 3 My Profile 4 Creating a Marked List 4 Marked List page 5 Import Filters 6 Example using EndNote 7 Choosing an Import Filter 8 Importing records - EndNote 9 Importing records RefWorks 11 Page 2/13
Introduction This guide has been designed to help users who want to add citations from Emerald into their bibliographic software such as EndNote, Reference Manager, RefWorks or Procite. The first part of the guide details the process required to add and review your search results and how to add these citations to your Marked list. You need to save your marked list before importing these citations into your bibliographic software. The second part of the guide details the process used to import the records into bibliographic software such as EndNote or Reference Manager using an import filter for Emerald available from ISI ResearchSoft. These filters have to be installed for older versions of the software but should be included in to future versions as they are released. We realise this is not the most obvious way for users to import citations into their bibliographic software and we intend to improve it in the near future. If you want to keep up-to-date with the latest news on imminent changes and enhancements to Emerald products and services then please join the Emerald Administrators' E-mail Update list. Page 3/13
My Profile Before you can create a marked list you must first set up a profile (if you have not already done so). To register your profile simply click on My Profile in the left hand menu, and fill in the form presented to you. Creating a Marked List Select the Marked List option from the left hand menu or from the My Profile menu. Click on Create new and enter a name for your marked list. On the search results page after your next search you will see a drop-down list (see below), select the list you want to use. 1. Check the box next to the article(s) you want to add to your list 2. Once you have selected the article(s), click on Add to my list 3. A message will appear to confirm they have been added to your list 4. Click on Marked List to view your lists Page 4/13
Marked List page On the Marked Lists page, select a list from to work with from the drop-down menu. You have the chance to review your marked llists here. Once you are happy with your list, click on the Download (ACSII) option (highlighted below) and then save the text file on your PC. Page 5/13
Import Filters These records can then be imported into EndNote (see below), Reference Manager or ProCite using an import filter for Emerald available from ISI ResearchSoft: EndNote: http://www.endnote.com/support/enfilters.asp Reference Manager http://www.refman.com/support/rmfilters.asp ProCite http://www.procite.com/support/pcconfig.asp These filters have to be installed for older versions of the software but should be included in the future versions as they are released. Click on the FTP link to download the Emerald import filter into the EndNote package. Page 6/13
Example using EndNote This example details how to import records using the Endnote package (Reference Manager & ProCite work in a similar way). If you are new to Endnote, click on the Create a new EndNote library radio button. If you want to open an existing EndNote library then click on the Open an existing EndNote library radio button. Please see page 9. The first time you import a file you won t see the import filter that you need in the list of filters. You need to identify the proper EndNote filter to import the data. There are over 200 filters included with EndNote, each designed to read a specific tagged format from a specific information provider. Select Import from the File options menu and click on Import Options drop-down box and select Other Files. Page 7/13
Choosing an Import Filter You will then be presented with a list of Import Filters (see below), scroll down the list until you find Emerald then just click on the Choose button. Page 8/13
Importing records - EndNote To import your text file into an EndNote library: 1. Select Open from the File options menu and click on the library you want to import the file to. 2. Click the Choose File button to locate and open the file you want to import. All files, except for EndNote libraries must be plain ANSI or ASCII text files. 3. Select the file and click OK 4. You will now see your file in the choose file box (see below) 5. Click Import to import the file. Page 9/13
Importing Records - EndNote The references will now be included in your EndNote library (see below). Page 10/13
Importing records RefWorks 1. Log into your RefWorks account. 2. Select Import. (See Fig 1) 3. Select Emerald in the drop down selection labelled Import Filter/Data Source. (See Fig 2) 4. In the box entitled Import Data from the following Text File, select the text file you created when saving your search results. 5. Select Import. Fig. 1 Page 11/13
Importing records RefWorks Fig. 2 Page 12/13
Importing records RefWorks The citations will now be included in your RefWorks database. Page 13/13