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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 this service 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, click on the register link and fill in the form presented to you.

Creating a Marked List

Once you have logged in with your “My Profile” click 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 and click save. If you now continue as you would normally to search via the search and browse option your next search 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 the “Go” button next to add to your marked list
3. A message will appear to confirm the items you selected 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 to work with from the drop-down menu. You have the chance to review your marked lists 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), RefWorks (see below), Reference Manager or ProCite using an import filter for Emerald available from ISI ResearchSoft:

• EndNote: http://www.endnote.com/support/enfilters.asp
• RefWorks: http://www.refworks.com/refworks
• 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.

Importing records – EndNote

Open your Endnote application and from the file menu select “Import”.

Choosing an import filter

Click the “Choose File” button and find the saved text file that you require.

Once you have chosen your file you will then be able to select the option “Other Filters” from the “Import Option” drop-down menu and you will be presented with the following menu.

Locate and click on the Emerald filter and click “Choose” to select the Emerald filter.

Your selected criteria should now look similar to this.

Now click “Import” and your chosen citations will appear in Endnote:

Importing records – RefWorks

1. Log in to your RefWorks account
2. Select “Import” from the references menu
3. Select “Emerald” in the drop-down menu labeled “Import file/Data source”
4. In the box “Import Data from the following Text File”, browse to the text file you saved from your Marked List.
5. Select “Import”

Click “View Last Imported Folder”.

The citations will now be included in your RefWorks database.