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Emerald bibliographic citation guide

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For EndNote, Reference Manager, ProCite and RefWorks

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 realize 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.

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). Just 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

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.

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.

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 "Importing records – EndNote" section.

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".

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.

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.

The references will now be included in your EndNote library (see below).

Importing records – RefWorks

1. Log into your RefWorks account
2. Select "Import"
3. Select "Emerald" in the drop down selection labelled "Import Filter/Data Source"
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"

The citations will now be included in your RefWorks database.