>>> Deb Wilson Thursday, February 03, 2005 9:12:29 AM >>>

Good work all.

———- Forwarded message ———-
Date: Tue, 01 Feb 2005 22:20:33 -0800
From: Sandra Wilkins
To: deborah.wilson@ubc.ca
Cc: hilde.colenbrander@ubc.ca, lorna.adcock@ubc.ca
Subject: RefWorks

Dear Deborah,
Thank you and the Reference & Instruction Committee for your careful
review of the Recommendation to License the RefWorks citation management
software prepared by Hilde Colenbrander and Lorna Adcock. The Admin
Group reviewed the proposal yesterday and I am pleased to report that
the Library will be moving forward on a two-year trial of the software
as recommended in the report.

It was decided not to proceed with mounting RefWorks on a local server
but to clearly indicate to our faculty and students that their files
will be stored in the United States. I am cc’ing this message to Hilde
and Lorna because I neglected to indicate this on an earlier message to
them.

Thanks again for your work on this.
Regards, Sandra.

Recommendation to License the RefWorks Software

We recommend that:
• the UBC Library license the RefWorks citation management software via COPPUL for a trial period of two years.
• during these two years, the Library should provide intensive advertising and training for RefWorks across campus. Librarians in different areas should be designated as RefWorks contacts (although the RefWorks team provides both technical and end user support).

RefWorks (by CSA) is a citation management program similar to EndNote (by ISI). Both packages provide tools for users to download and manage bibliographic citations, but their basic approach is rather different. RefWorks is web based, whereas EndNote has to be installed on each user’s workstation. With RefWorks, each user creates an individual RefWorks account on a CSA server and can access it via the web from anywhere. Software upgrades are instantly available, and the software is usable across multiple platforms. Another major advantage is the ability to use the Library’s SFX software UBC eLink to link directly from citations in the user’s RefWorks files to ejournal articles subscribed to by the Library.

UBC librarians who have trialed the software found the RefWorks interface intuitive and easy to learn. CSA provides technical and end user support and has a reputation for being very responsive to user requests and concerns. Technical support at the home institution would be minimal, although we would probably want to offer some local end user support.

The campus site license for RefWorks costs about one quarter that of EndNote: a RefWorks site license would cost USD 10,625 (discounted COPPUL quote) and an EndNote site license would cost ‘in the low $40,000 range (US dollars)’ (email quote from ISI).

Because EndNote is a much more mature program than RefWorks, it has more advanced features for sophisticated users. However, librarians at many North American universities report that both students and faculty are very pleased with RefWorks. In any case, a researcher who requires the advanced features of EndNote may license the product for their own use.

An issue that may become important relates to the privacy of user files: the RefWorks servers are located in the US, and all user files reside on these servers. The immediate solution for users concerned about the privacy of their files would be to license their own copy of EndNote (RefWorks files can be read by EndNote and vice versa). The OCUL consortium has dealt with the issue by licensing the RefWorks software for installation on a local server, maintained by the University of Toronto.

EndNote is used by a large number of UBC faculty and students. It will be important to provide focused advertising and training for faculty and students to move from EndNote to RefWorks and to provide assistance in converting files from one to the other. Also, the UBC CV project, an e-strategy initiative developed to allow the online creation of CVs, includes the ability to import references from EndNote directly to MyCV. It will be important to work with the UBC Office of Research Services to review how to import from RefWorks to EndNote, and eventually how to import files from RefWorks directly to MyCV.
For a summary of RefWorks pros and cons, see Table 1.

Nine COPPUL libraries are already licensing the RefWorks software: Royal Roads, Simon Fraser, Trinity Western, U.C. of the Cariboo, Alberta, Manitoba, Regina, Victoria, and Winnipeg. If UBC became the 10th library, the consortium would qualify for a 15% discount (currently it is 10%).

Hilde Colenbrander
Lorna Adcock
January 21, 2005.

Table 1: Summary of Major Pros and Cons of RefWorks

Pros
Reasonable cost (site licence for RefWorks costs about one quarter that of EndNote)
Web access from anywhere in the world (wherever web access is available)
Can be used across multiple platforms, e.g. Windows, Mac, Unix
No local software installation (except Write N Cite plug-in downloaded and installed by individual user)
Software upgrades are automatically made available to the user without the need to re-load the software.
CSA provides technical and end user support
Data is held on CSA servers, which are presumably properly backed up
Automatic software upgrades at no additional cost
Ability to switch interface language (supports English, French, Spanish, Chinese, Japanese, Arabic)
Full text linking (UBC eLink)
Researchers working on group projects and/or those at different institutions can easily share bibliographic citations and collaborate on bibliographies across the web

Cons
Dependence on Internet connections
Privacy issues (data stored on servers in the US)
RefWorks is somewhat less sophisticated with fewer features (e.g. fewer reference styles) than EndNote, but is being developed rapidly.

Download MS Word file

COPPUL/ELN/TAL – REFWORKS OFFERING FALL 2004

http://www.refworks.com/

Product Description
RefWorks is an exciting Internet-based bibliography manager that allows users to create their own databases by importing citations from text files or from a variety of electronic services and databases such as CSA, OCLC, Ovid/SilverPlatter, EBSCO to name a few. Please note that RefWorks is also Open-URL compliant and is also a target site for SFX and 1Cate.

These unique, personal databases can then be used to create multiple stand-alone bibliographies, or a manuscript with accompanying footnotes and bibliography. Features include a selection of over 100 bibliographic styles, with more being added weekly; the ability to create and organize folders for multiple projects; Quick and Advanced Search capabilities within each database; the option to add personalized descriptors to each reference; identify and eliminate duplicate records; and much, much more.

Subscriptions provide each participating member unlimited site-wide access that works with any platform, with all major Web-browsers supported. Authorized users may access RefWorks from any web based computer. Because it is web-based service, no downloads or special installation steps are required on any machine.

Why an Internet-based solution?

• Unlimited site-wide access
• Program can be used across multiple platforms – Windows, Mac, Unix
• Easy to deliver and maintain – upgrades included
• Program is available from anywhere
• Allows user to share research results when collaborating on a project!

View the demo: http://www.refworks.com/demo.shtml

COPPUL / ELN / TAL Program Overview
RefWorks is strongly committed to working with libraries in view of the economic challenges that exist today. CSA, as the exclusive distributor of RefWorks, has extended preferential consortia pricing.

The program provides preferential pricing, offers an extended preview period and an opportunity for local on-site training sessions. Here are the details:

• Consortia pricing; providing for discounts ranging from 10% to 25%.

• A 90-day preview period. Start date July 1st. end date September 30th.
• Training sessions during the trial period.
• Direct export links established for any institution currently subscribing to CSA, BioMed Central, BioOne, Elsevier, OCLC, and OVID. This would enable the end-user to conduct a search within any of these interfaces and then export the records into RefWorks seamlessly. This feature requires customization and is not normally provided during a trial period.

List of database services supported: http://www.refworks.com/refworks/importdbs.asp

Free Trial:
To sign up for an extended evaluation trial, please go to:

http://info.csa.com/refworks/canada

Subscribing to RefWorks:

On September 15th, interested institutions need to advise their respective consortium contacts of their intention to participate in the consortia purchase agreement.

Price discounts are calculated based on the total number of institutions participating. Each institution will be charged their respective price based on FTE tiers minus the appropriate discount.

Note: billing will be handled at the consortia level, and not site by site.

2004 Academic List Price (USD)

_ FTE Fee Discounts based on number of sites
Level 1 > to 3,000 $2,000 2 to 9 sites 10%
Level 2 3,001 to 6,000 $4,000 10 to 19 sites 15%
Level 3 6,001 to 10,000 $6,000 20 to 29 sites 20%
Level 4 10,001 + $12,500 30+ sites 25%

Download MS Word file

Sunni Nishimura 02/11/2004

Summary of the differences between Endnote 6 and RefWorks

RefWorks and Endnote have fundamentally different approaches to citation management. RefWorks is web-based, and all references are stored on an outside server. Endnote software is installed on a user’s workstation, and all references are stored locally. RefWorks’ advantages over Endnote include the ability to link references, instant upgrades, accessibility, low technical support requirements, and platform independence. However, these are offset by several disadvantages, not the least of which are the privacy and confidentiality issues involved in sending research documents across the web to a third-party. In addition, RefWorks doesn’t have many of the features that a power user would expect, such as the ability to edit import filters, create new reference types, and customize preferences. RefWorks also lacks a few features that every user would expect, such as the ability to edit in-text citations in order to add “See also” etc.. I imagine that these weaknesses would make RefWorks a challenge to teach to users, as many users would find this very frustrating.The intuitive interface and accessibility of RefWorks means that it would appeal to less sophisticated users such as undergrads, but I venture to suggest that most users interested in using reference management software are not undergrads, but grad students and faculty, who will run into customization issues that RefWorks just can’t handle. However, if RefWorks were to be deployed campus-wide, sophisticated users might find it useful to take advantage of the OpenURL reference linking features in RefWorks to download references, and then export those references into Endnote.

The following list of advantages and disadvantages gives more detail on the above points.

Advantages of RefWorks:

General

• platform independent
• access from anywhere with Internet access
• less software to install (just Write N Cite plug-in on every workstation)
• technical support handled by RefWorks, not UBC
• data held on 3rd party server so presumably backed up properly
• easy to deliver upgrades, no costs to user
• ability to switch interface languages – Endnote 6 doesn’t do that, Endnote 8 might
• Blackboard extension

Working with references in RefWorks

• reference linking (UBC E-link)
• look up feature by author, journal title and keyword – getting numbers on how many articles you have by a particular author or from a particular journal etc. is useful
• ability to quick search by clicking on an author’s name or journal title or keyword
• lots of information about output styles readily available
• can Direct Export from more databases than Endnote (for example, the CSA interface supports Direct Export to RefWorks, but not to Endnote)
• unlimited number of references allowed, and can store up to 1 GB of information in the Notes field (Endnote 6 only allows 32,000 references and up to 10 pages of info – Endnote 8 allows an unlimited number of references)

Disadvantages of RefWorks:

General

• user is reliant on ability to connect to the Internet, and all the attendant connection issues (what if my connection goes down? what if RefWorks? servers go down? what if I’m somewhere I can’t connect?)
• privacy and confidentiality issues involved in sending your document across the Web to a third party (probably to the US) – what security measures does RefWorks have in place? No info on their web site.
• doesn’t allow user to customize interface or change preferences (e.g. control over capitalization, omitting author or year if necessary, etc.)
• user can’t create or edit import filters. Since UBC hosts different databases and interfaces than other institutions, it is necessary to be able to customize our import filters to our particular context. How much of an issue this is will depend on the ability/commitment of RefWorks support to develop import filters for our databases quickly.
• no spell check feature
• user can’t define keyboard shortcuts
• user can’t create reference types
• info stored in the US? how safe? how reliable? backups?
• having to log in to RefWorks and then log in again to Write N Cite is annoying
Working with references in RefWorks
• less sophisticated search and sort options (most annoying is can’t search by reference type or choose sort order)
• when manually entering references, can’t tab between fields, so data entry is slow
• can’t enter special characters
• doesn’t allow the user to edit or customise term lists
• have to export a citation list with Ref # in order to work off-line – cumbersome! What if I forget to, or have added references since I last exported?
• doesn’t create and manage figure lists (Endnote 6 does)
Entering references into a Word document
• cumbersome to insert references into Word doc – have to flip back and forth between Write N Cite and Word, or have to remember the Ref #
• can’t edit the in-text citations to add “See also” or Notes or omit author or year – this would be a big issue with users (they always ask about it in Endnote)
• awkward that working document and final document have to be separate – users will have difficulties with this at first

Citation Management Teaching Proposal for consideration by the Reference
and Instruction Committee.

For discussion and recommendation at upcoming November meeting.
Please contact Deborah Wilson (RIC chair) or Hilde Colenbrander if you have any questions or require additional information.
———- Forwarded message ———-
Date: Thu, 28 Oct 2004 13:51:40 -0700
From: Hilde Colenbrander
To: Deb Wilson
Cc: Lorna Adcock ,
Jo-Anne Naslund
Subject: Citation Management Teaching Proposal

Hi Deb:

Further to our telephone conversation, I’m attaching the proposal
written by Lorna, Jo-Anne and myself for consideration by the Reference
and Instruction Committee. Tim Atkinson mentioned that Catherine would
like it to go this route. The AULs have already seen and discussed it.
It would be wonderful if your committee is able to discuss and make a
recommendation on this fairly quickly. Please let us know if you have
any questions or require additional information.

Many thanks,
Hilde.


Hilde Colenbrander
Humanities & Social Sciences, Koerner Library
The University of British Columbia
Email: hilde@interchange.ubc.ca
Phone: (604) 822-4283

________________________________________________________________

Download MS Word file

Download MS Word file of Citation Management Teaching Proposal Appendix [Table not available on Blog]

September 30, 2004

Citation Management Teaching Proposal

Proposal:

That UBC librarians teach two citation management workshops per term in partnership with the Centre for Teaching and Academic Growth (TAG), and respond to related reference questions.

What is citation management software?
Citation management software facilitates the downloading or importing of bibliographic references into a local database, where they can be edited. Citations can be imported from licensed library databases, downloaded from online library catalogues or the web, and added manually. The software thus enables the researcher to create, organize and manipulate a personalized database of information from which citations can be automatically inserted into word processing software in a citation style of the user’s choice. Citation management software facilitates the effective use of information resources, and learning its use is an essential information literacy skill (ACRL Information Literacy Competency Standards for Higher Education, Standard 2, section 5, Jan. 2000: http://www.ala.org/ala/acrl/acrlstandards/informationliteracycompetency.htm)

Rationale for, and Benefits of, this Proposal:

• Contributes to the UBC Library’s strategic plan, Furthering Learning and Research 2004-2007: “The growth of electronic resources…makes information literacy…increasingly important, and we must continue and expand our teaching and instructional activities in this area through a variety of means.”
• Meets demonstrated user demand across campus–see section below
• Raises the profile of library and information services on campus
• Provides additional collaborative opportunities with TAG, in line with the Library’s Strategic Plan
• Will be a valuable component of the services offered by the Learning Centre
• Enhances use of the library’s collections of print and electronic resources and promotes the library’s information services. Citation manager downloads are part of all our EBSCO databases (18), Ovid databases (15) and others. Every citation management workshop demonstrates library databases to the participants and thus raises their awareness of library resources and services
• Improves students’ ability to easily cite their sources, and hence helps prevent plagiarism
• Supports faculty in course management and planning by allowing them to easily manage references to course materials
• Supports research grants and preparation of research papers by allowing researchers to easily manage references to their materials
• Contributes to the life long learning skills of faculty, staff, and students as they tool up for the information age

Teaching Component of the Proposal:

In partnership with TAG, we propose to offer two workshops per term (six workshops per annum) for faculty and graduate students, starting in January 2005. TAG is very enthusiastic about this proposal. They would make a substantial contribution by taking care of advertising, registration and other administrative details, and would also provide the computer lab with access to the software. This is a good opportunity to expand on the ‘Dynamic and collaborative Library culture’ deliverable outlined in ‘Implementing Furthering Learning and Research 2004-2007′.

Each workshop would be presented by one librarian and one GAA, and would be 2 hours in length. A single training script would be developed for use in all the workshops. The script would be updated annually, to correspond with the annual software update.

User Support Component:

• Preparation and maintenance of a website supporting the use of the citation management software
• Responding to product questions

Five librarians (see Cost section below) and two HSSD GAAs would be the frontline staff for providing both citation management training and support for the library system.

Systems Issues:

• Installation of the free EndNote training software on the workstations of five librarians, plus two additional workstations (i.e. seven workstations):

3.5 hours: 30 minutes/installation

• Installation of updated software on seven workstations once a year:

3.5 hours: 30 minutes/installation

Cost of Implementing this Proposal:

The only costs for the Library of implementing this proposal relate to staff time.

Total projected cost: $2,291.00 in first year (staff time only)
(Based on $43/hr for librarians, $17.42/hr for GAAs, and $39/hr for systems staff ):

Librarians 36 hours $1548.00
GAAs 27 hours 470.00
Systems staff 7 hours 273.00
Total: 70 hours $2291.00

3 hours for initial training in use of software for librarians (5 librarians )
3 hours initial preparation of course module (one time) (Librarian/GAA – 1.5 hours each)
1 hour per term, revision of module (Librarian/GAA) (x 3 terms)
4 hours per term each of librarian time and GAA time for instruction (x 3 terms)
3 hours for initial preparation of website (GAA)
1 hour per term maintenance of website (GAA) (x 3 terms)
4 hours per term responding to questions (Librarian/GAA)(x 3 terms)

Costs during subsequent years of the project will likely be lower since most of the initial costs of training, course preparation, and website preparation will not apply.

There is also the possibility of providing a save format option in the new Voyager OPAC which would enable direct export of references to the citation management software. This would require the preparation of an import filter:
2 hours librarian time for initial development of special filter; updates may be required when OPAC is reconfigured.

By implementing a regular session of workshops in collaboration with TAG, we will begin to effectively address demand from our user community, while at the same time reaping for the Library the many benefits noted above, at minimal cost.

As use of citation management software increases, training needs may also increase in the short term but we anticipate that, in the longer term, ubiquity and ease of use of the software will make basic training unnecessary for most users.

Citation Management Products

There are a number of products available:
ISI: (3 products) EndNote, Procite, Reference Manager.
CSA Product: RefWorks
Research Software Design: Papyrus

Proposed Product for First Year: EndNote

EndNote appears to be the most widely used on this campus. Practically all citation management related questions and requests for training received by librarians are about EndNote software. Discounted copies are for sale at the UBC Bookstore ($165.95 for students).

Teaching modules and support materials for EndNote have already been developed for the Faculty of Arts, and the GAAs that teach in the Faculty of Arts will be able to support the librarians as well. Librarians will be trained inhouse by Lorna Adcock and/or the HSSD GAAs.

The RefWorks software was also considered as an option for this proposal. RefWorks is web-based and is available to subscribers on the RefWorks central server, which obviates the need for downloading and local installation of the software. However, librarians have not reported any demand for training, whereas there is huge demand for EndNote training. If this situation were to change, training plans would be changed accordingly.

Demand/Support for EndNote at UBC:

Well over 800 people have attended EndNote sessions organized by library staff in the last 2 years in response to increasing user demand. Many more have requested training sessions. Reference questions related to EndNote are received by librarians across the library system.

Arts Faculty/Humanities & Social Sciences Division
In 2002/3, a collaborative library outreach project between the Faculty of Arts and the Humanities and Social Sciences Division (HSSD) was funded by the Teaching & Learning Enhancement Fund (TLEF). Numerous information literacy workshops, including 10 EndNote workshops for 146 participants, were taught in the Faculty of Arts. In 2003/4, the Faculty of Arts contributed $1,000 to HSSD to continue the project. This covered more than 55 hours of GAA time, and 12 EndNote workshops were taught to 218 participants. The Faculty provides computer lab space, and access to a networked training version of EndNote. This collaboration will continue in 2004/5, with increased support from the Faculty of Arts.

Education Library
In response to faculty and graduate student requests, EndNote workshops were organized through the Education Library with instruction provided by the ISI representative (for marketing purposes). In November 2002, two EndNote sessions for 79 graduate students in Education were conducted. In 2004, three sessions for Education and Science graduates had 135 participants, and proved so popular that 48 were placed on a waiting list.

MacMillan Library
In 2002/3, an EndNote workshop for Health faculty was taught to 8 participants. One reference question/month was answered. In 2003/4 two Faculty of Forestry graduate student workshops, which included EndNote, were taught to 17 participants. Four EndNote sessions for forestry and life sciences students were taught to 10 participants. Three reference questions/month from forestry and/or life sciences faculty and students were answered.

Life Sciences Libraries
In November 2002, three marketing presentations by an ISI representative were arranged: one was an introduction to ISI products, one was about Reference Manager (another ISI citation manager), and one was about EndNote. Around 200 people attended these, and 25 attended a computer lab session.

Science & Engineering Division
See Education Library entry above. Librarians have noted demand for training opportunities.

Total demand demonstrated by attendance at Library sessions:
From November 2002 to present:
Total number of sessions: 38
Total number of participants: 838
The number of reference questions answered over this period is estimated to be over 100.

Other Developments:

School of Library, Archival and Information Studies
SLAIS has licensed the EndNote software for use by faculty and students in the School.

UBC Office of Research Services
The Office of Research Services has a new UBC CV initiative, http://cv.ubc.ca/about_history.html. Every UBC researcher/faculty member will be able to use a single web-portal for the purposes of updating a CV (publications list, professional and teaching activities, research projects, employment history, contact information). Faculty and researchers will be able to import their publication lists from EndNote into the new UBC CV product.

Other Canadian universities
At least sixteen Canadian university libraries provide training and/or support for EndNote, and some campuses have site licences–see attached table for details.

In conclusion: By implementing a regular schedule of workshops in collaboration with TAG, we will effectively address demand from our user community, sustain the program in a cost-effective way, and reap the benefits for the Library as noted above.

Submitted by:
Lorna Adcock, Macmillan Library
Hilde Colenbrander, Humanities & Social Sciences Division
Jo-Anne Naslund, Education Library

__________________________

Based on an annual salary of $60,000.00 (the minimum approximate salary for 10 years of experience) plus 20% benefits
Based on an annual salary of $55,000.00 plus 20% benefits
Librarians in MacMillan, Education, HSSD, Woodward, and Science & Engineering

Subject: RefWorks/Bibliographic software
Creation Date: Wednesday, October 27, 2004 9:43:15 AM
To: lib-ri-ctee@interchange.ubc.ca
From: Deb Wilson

Your feedback on RefWorks is important. Trial ends Oct 30th
There is a feedback link built into the information resource description
page at
http://toby.library.ubc.ca/resources/infopage.cfm?id=901
Please submit your opinion on this (and any other) bibliographic software
Thanks, Deb

Deborah Wilson
Reference Librarian
MacMillan Library (Agricultural Sciences & Forestry)
University of British Columbia
2357 Main Mall, Vancouver, BC V6T 1Z4
tel.604-822-0295
fax.604-822-9544
deborah.wilson@ubc.ca

Hi All-

Upon careful reading of the Collections minutes, I’ve optimistically concluded that the Collections folks decided not to join *the ELN* in subscribing to this product. Could be that they’d be open to the idea of us subscribing ourselves? though a different consortium? Let’s lobby!

Sheryl

Date: Thu, 23 Sep 2004 16:34:24 -0700
From: Hilde Colenbrander
To: lib-librarians@interchange.ubc.ca
Subject: [lib-librarians] Endnote workshop

The Arts Outreach GAAs from HSS will present an introductory Endnote workshop for librarians:

Date: Friday, October 8, 2004
Time: 1:00 – 3:00 p.m.
Location: Buchanan C160

Please RSVP if you plan to attend (maximum of 19 participants).

Hello fellow Committee members! We are running a trial for RefWorks until October 31. RefWorks is a web-based citation management program (similar to Endnote but it doesn’t require software).

You have to set up an individual account and then you can try it out.

You can access the trial from the following page: http://toby.library.ubc.ca/resources/infopage.cfm?id=901

Hilde Colenbrander is looking for feedback so please take a moment to check it out and let her know what you think. Perhaps we can discuss it at the next meeting or post comments on the blog?

Thanks,
Kimberley

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