Tag Archives: Endnote

The Productive Scholar: Audrey Welber and Willow Dressel on bibliographic tools

Thursday, March 1, 12:00 noon
Frist Multipurpose Room A
Bibliographies and Footnotes, No Longer a Chore!
Audrey Welber, Willow Dressel
An Overview of Zotero, Refworks, and Endnote
Does assembling and managing your bibliographies take hours that you could better spend improving your papers (or with family and friends)? The session will focus on how bibliographic management software can streamline the research and writing process–whether you’re a physicist or a philologist!
Audrey Betsy Welber and Willow Dressel will give an overview of bibliographic management software, focusing on Zotero and Refworks. They will also demonstrate how to use these tools with the Library’s new “Searchit@PUL” interface.
About the speaker:
Audrey Betsy Welber serves Princeton primarily as a humanities reference librarian in Firestone Library. In addition to leading the library’s bibliographic management team, she runs the Library’s “Chat Reference” service, which enables students and faculty to get reference help from librarians in real time via Instant Messaging. Audrey also occasionally teaches a freshman writing seminar with the Princeton Writing Program.
Willow Dressel is the assistant engineering and plasma physics librarian. Her work interests include instruction, search interfaces, and bibliographic citation managers. She teaches workshops on Zotero in Firestone Library.
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The Productive Scholar: Welber and Dressel on Bibliography Tools

Does assembling and managing your bibliographies take hours that you could better spend improving your papers (or with family and friends)? The session will focus on how bibliographic management software can streamline the research and writing process–whether you’re a physicist or a philologist!
Audrey Betsy Welber and Willow Dressel will give an overview of bibliographic management and demonstrate how RefWorks, Endnote, and Zotero work with Library’s databases, including the brand new “Searchit@PUL” interface.

Speaker bios:

Audrey Betsy Welber serves Princeton primarily as a humanities reference librarian in Firestone Library. She runs the Library’s “Chat Reference” service, which allows students and faculty to get reference help from librarians in real time via Instant Messaging. Audrey also occasionally teaches a freshman writing seminar with the Princeton Writing Program.

Willow Dressel is the assistant engineering and plasma physics librarian. Her work interests include instruction, search interfaces, and bibliographic citation managers. She teaches workshops on Zotero in Firestone Library.

Lunch & Learn: Collaboration tools for scholars with Angel Brady


Photo credit: Johann Larrson, via Flickr. CC license, 2010.

Today’s Lunch ‘n Learn, presented by Angel Brady of Princeton’s Humanities Resource Center considered the topic of “Collaboration Tools for Scholars.”

Brady demonstrated several free tools that facilitate scholarly collaboration. Most were on sites external to the Princeton computing environment, one, WebSpace, is a Princeton-only resource.

Brady explained that these new tools are popular because they are stored on external servers that keep shared resources up to date, and ensure that collaborators are always working on the latest versions.Most of the tools also include social media features that allow further communication and sharing.

Formerly, trying to share, write, or gather research materials while working collaboratively relied upon repeated email exchanges, possible mis-matches between software versions, cross-platform issues, email boxes going over quota, and various versions of a file being in circulation at the same time. A major advantage to these new cloud-based services is that they are browser-based, are cross-platform, and that they allow multiple editors to work simultaneously.

Many of the functions performed by these tools can be replicated by other applications at Princeton– often more securely. However the ease of use, the fact that these tools are in common use among scholars, that students have equal access to them, and the advantage of synchronous editing make them very attractive for the types of collaborative documents and resources  that require medium security, and that need to be shared with people from all over the word. For university business that requires the transmission of sensitive information, web-based external services should NOT be used.

The tools discussed today were Mendeley and Zotero, tools for amassing an online research collection, bubbl.us, a mind-mapping service, Posterous Groups, a sub-function of a popular micro-blogging site, Google Documents an online office suite of applications, Dropbox and WebSpace, two file-sharing services, and Diigo, a social bookmarking tool.

Mendeley and Zotero

Medeley and Zotero perform very similar functions in that they organize reference and research materials found online, and also have social-media functions. These tools can be used to gather links to resources such as journal articles and web pages, bookmark, and annotate them. Downloading similar documents and links to one’s desktop can result in file names that don’t reveal the actual content of the downloaded file, and these “mystery PDFs” can be difficult to share. Mendeley and Zotero allow you to make online folders of documents, and automatically download the metadata associated with files, including titles, abstracts, and tags, listing them in a clear library-like format. You can also alter and add to the metadata. Notes, highlighting, and organization within groups and folders can be accomplished in either application. Reference collections can be make public or private, and both tools have the ability to find other public libraries organized by people who share your research interests,

Mendeley is a desktop client originally designed as a PDF annotation tool (it also supports .txt files). It also has app versions for the iPhone, iPad and iPodTouch. Mendelay works with bibliographic citation formats such as BibTeX, Research Info Systems (RIS), Zotero Library and Endnote XML. A free account in Mendeley allows for 500MB of personal storage space, as well as 500MB of shared space. Both private and public groups are supported, but the free account limits private groups to 5; with each group having a maximum of 10 members. Group folder track all group activity, and it is possible for the original group owner to reassign ownership to another user if necessary, so that existing group work does not have to be recreated in a new account. There is a bookmarklet tool to make it easy to import sources found on the web.

Mendeley platforms:

Cloud-based, with desktop apps for MacOS, Windows and Linux.

Zotero Groups is part of Zotero, a Firefox add-in that works with Mac, Windows and Linux (a stand-alone version of Zotero for Chrome and Safari users is available in alpha). Group Libraries, both public and private can be created. The Firefox plugin can capture journal and book information with one click. Highlights and notes can be added to content. Library ownership can be transferred to another user. Zotero can also be used as a bibliographic tool, with a drag and drop feature to MS Word (Zotero export bibliographic information in the RIS format, which EndNote can import.). Your Zotero library has an RSS feed that can be followed by group members, to notify them of updates. Zotero was designed for academics, and was originally created at George Mason University. Storage space for a free account is 100MB.

Zotero platforms:

Cloud-based, and a Firefox add-in compatible with MacOS, Windows and Linux versions of Firefox; a client for Chrome and Safari is in the works.


For the visually minded, Bubbl.us is a tool that allows collaborative mind-mapping via a series of connected bubbles that diagram related concepts. The free version of the cloud service allows 3 “sheets” of mind-maps to be created; more are available with a paid upgrade. Groups can be made for editing (read/write/delete) or read-only access to Bubbl.us mind maps, but group members must join Bubbl.us to participate.

Finished mind-maps can be exported as .jpg or .png image files, but the application itself uses Adobe Flash to create the interactive maps. Maps can also be embedded in an external web page as a way to share them with others. Although the tool is very simple, as mind-mapping tools go, it also has a very minimal learning curve. Most similar tools are fee-based.

Bubbl.us platforms:


Posterus Groups

Posterus, a popular micro-blogging site (think “Twitter,” but with the ability to make groups) also has the ability to make simple collaborative websites for blogging among group members or multiple groups. Posterous posts can include both text, images (with automatic slide shows for posts with multiple images), links and PDFs with a 100MB upload limit per post. Posterous sites can be private (password-protected) or public, and posting is possible using a number of devices, including mobile phones, emails or bookmarklets. Responding to or adding to posts is also possible via email. For a researcher in the field or on the go, it can be an invaluable tool to share information with group members almost instantly. Groups are private by default, and have no limits on the number of members. Posterous can be linked to existing sites on social networks such as Facebook or Twitter.

Posterous platforms:

Cloud-based, works on mobile browsers as well as desktop ones.

Google Docs

Google Docs is a great tool to use for real-time or asynchronous collaboration with colleagues; several users can be working on a document at any given time (with visual hints to other editors as to what parts of the document other users are editing, and almost instant updating of new content.) The Google Docs include familiar office-type applications including a word processor, a spreadsheet tool, a slide show creator, and a tool for building forms. Documents created in Google Docs are compatible with other similar desktop based applications, such as Open Office, Microsoft Office, and iWorks, and files can be imported and exported from one to the other.

Collaborators all need a Google account to use Google Docs, but it does not need to be a Gmail account — any email address can be registered with a Google account. Various saved states of a documents are stored and can be reviewed and reverted to when needed. Ownership of various shared documents can be reassigned to another group member, and colleagues can be invited to edit as a private group, or be completely public.

Google Docs is very popular with Princeton students, but should not be used to share secure course information that would be better put into Blackboard or another Princeton-managed storage space, however for casual collaboration, particularly outside Princeton, it’s a great tool.

Google Docs platforms:


WebSpace and Dropbox

WebSpace is a file-sharing platform that Princeton has licensed from a company called Xythos, a subsidiary of the Blackboard Learning Management System. Xythos is an enterprise-level document management system that allows for users to set up workflows, retention strategies, and enter metadata for stored documents. Everyone at Princeton with a valid netid has 5GB of storage on WebSpace.

WebSpace has built-in integration with Blackboard course websites, allowing shared storage for course participants. A popular feature of the Blackboard component is the drop box, which allows students to share work with each other, and another feature that allows instructors to post links to files stored in WebSpace directly to one, or more, Blackboard sites.

WebSpace can also do simple file sharing on a file-by-file or folder level. WebSpace integrates with the University LDAP, so it is easy to make groups within the Princeton community. A “ticket” to a file or folder can also be shared with anyone in the world with an email address. Tickets contain a specific URL to the shared material that sets editing permissions, the duration of these permissions, and shares the file directly via WebSpace rather than sending it as an email attachment. In all cases, users can “subscribe” to a folder or file that is shared with them to receive notification of changes. Files in WebSpace can also be made public, and each has a unique URL so that others can link to them.

A desktop client is available for 32-bit Windows machines. A Mac version is in beta. For those for whom the client does not work, the WebSpace drive can be mapped as a network drive.

Dropbox is the most popular of the cloud-based file sharing services as a stand-alone application, and is also used by many other applications as a storage mechanism. Dropbox allows for public or private file sharing among groups and individuals. Dropbox group members must also be members of Dropbox.

Dropbox can be mounted as a web drive on Mac and Windows, and also has a desktop client for Mac, Windows and Linux. Dropbox is used for many mobile applications, and automatically syncs all versions to the web. Dropbox free accounts have 2GB of storage, and can track changes, for some level of document versioning control.


Cloud-based, Mac, Windows, and Linux. Both tools can be used for file sharing, and collaboration, and while Dropbox is the easier tool to use, WebSpace has integration with Princeton-specific resources that can aid collaboration.


Diigo is a social bookmarking tool that allows you to bookmark web pages, annotate and highlight them, and then share your marks publicly or privately. You can create groups for gathering and sharing bookmarks. Bookmarks are organized by tags, and group ownership can be transferred to another user. Diigo, and Diigolet, the Diigo bookmarklet tool, work with Firefox and Chrome. For fans of Delicious, a popular social bookmarking among scholars that has been around for years, Diigo is a good alternative. (Delicious’s new owner, Yahoo!, has announced that it will soon “sunset” Delicious.) Diigo has an import tool that will ingest your existing Delicious bookmarks, and at lest for now, has a setting that will allow you to bookmark sites in Diigo and Delicious simultaneously.

A copy of the presentation used in the talk is visible here:

The presentation can also be viewed online here, or downloaded from this location.

A podcast will be posted here shortly.

Lunch & Learn: New tools for writing with Professor Emeritus Will Howarth and Jon Edwards



Photo: morguefile, courtesy kumarnm.

Scrivener, an innovative software package for writers, was the topic of last week’s Lunch ‘n Learn, led jointly by Professor Will Howarth, Professor Emeritus of English at Princeton, and Jon Edwards, who has recently retired from Princeton’s Office of Information Technology. Howarth and Edwards spoke of their enthusiasm for this fairly recent tool, with Howarth demonstrating the latest version for Macintosh computers (Scrivener 2.0), and Edwards using the new beta version for Windows (Scrivener Beta 1.4).

The idea for the software, Professor Howarth explained, was conceived in 2006 by Keith Blount, a primary school teacher from England turned self-taught programmer, because he was frustrated by the capabilities of existing commercial word processors. Blount wanted to design a different set of writing tools to support his ambitions for writing fiction. His vision for a new type of writing tool became a reality when the first version of Scrivener for the Mac was released in January of 2007. A beta version of Scrivener for Windows was released in November 2010 to coincide with National Novel Writing month. Blount’s software firm, which now employs 4.5 full time staff members, is called Literature and Latte; Scrivener is its sole product. Although entire documents can be written and formatted in Scrivener, the program is really designed to help with more creative aspects of writing than just typing words and making them look good on a printed page.

Scrivener was described by Howarth as being part “content-generation tool” and part “idea-and-structure processor.” Scrivener deals with all aspects of a writing project from first ideas, to research links and notes, to outlining, structuring, and eventually, composing and editing a document. Scrivener-created works can later be exported to a traditional word processor for final polishing and formatting. Apart from supporting common word processor formats such as .DOC, .DOCX, .RTF and HTML, text can also be translated to e-book formats such as ePub, a standard platform, .MOBI, a non-proprietary format that can be read on the Amazon Kindle, and PDF. It isn’t only this multi-platform flexibility in file types that sets Scrivener apart from other writing tools. By design, the software attempts to follow the creative process that takes place before writing begins, starting with half-formed ideas and sketchy notations; the writer then proceeds with research, composing and organizing, adding to and editing these beginnings into a more complete work.  Although the production version of the Mac edition of Scrivener has only been around for a few years, it has already become the top choice of many professional fiction writers, particularly in the United Kingdom.

Howarth demonstrated the software interface, showing its three-part workspace: there is a binder pane (a collection of all written parts and research material for a particular work), a central editing pane (where writing and edits occur), and an inspector pane on the far right of the screen, where metadata and other information about items in the binder can be entered and viewed. Pre-existing templates for several specific types of writing are included in the software: screenplays, novels, short stories and non-fiction, are several examples of templates that contain formatting commonly required by publishers and producers of such works, particularly those in the UK. The scriptwriting template, for example, has many of the standards required to submit such works to the BBC, as well as being a general guideline for standard script formatting.

Howarth demonstrated many ways to view an existing work in progress in Scrivener, showing both a traditional outline format, as well as one that represented the outline as if each part was an index card pinned to a corkboard. In either view, highlighting and dragging one part of the work to a new position in the outline structure, or on the pin board, caused the document to immediately reflect that change in organization.



Screen shot showing the Scrivener “corkboard” view. (Note: this image shows the interface for Scrivener for Windows Beta 1.4).

Using an e-text version of Walden by Henry David Thoreau, taken from the Project Gutenberg online repository, Howarth showed how easy it was to break an existing long work into component parts. In the case of Walden, Howarth quickly divided the book into its published chapter structure, by using search terms and keyboard shortcuts. He also demonstrated how search results of certain terms (searches that look both in the work’s text and all of the research materials in the binder) resulted in saved collections or smart folders that can be used for later reference. Expanding upon the visual strengths of organizational tools in Scrivener, Howarth even color coded each chapter of the Walden document to reflect the seasons of the year described in the narrative. This resulted in a handy way to group chapters by Spring, Summer, Winter, Fall, and back to Spring, in the same way that Thoreau organized his account of a year’s life in the woods. Using the same Project Gutenberg file as research material for a new Scrivener project, Howarth showed how he was able to adapt Thoreau’s work into a correctly formatted screenplay, using the templates already built into Scrivener as his guide.

The e-text of Walden and other supplemental files that Scrivener can save in the course of working on a project serves to illustrate how external documents and files can be organized for easy reference and later citation. Research materials saved in Scrivener can include web sites, images, notes and bibliographic references. EndNote field codes (also known as “Cite While You Write”) are placeholders for including properly formatted bibliographic citations in a written work. These codes are supported by Scrivener.

Howarth described his Scrivener workflow– from using storyboarding and notation software on the iPad to capture ideas (the Index Card and Simple Note apps), synchronizing those notes with Scrivener, working on the document in Scrivener, and later exporting to Apple’s Pages software, or Nisus Writer Pro for the Mac (an RTF text editor; Scrivener supports RTF) for final formatting. The end result is a finished file that can be shared with publishers via Microsoft Word. Howarth described how this process helped him to collaborate with co-author Anne Matthews on their latest work Deep Creek, published under the pseudonym Dana Hand. Howarth and Matthews were both able to seamlessly share files and resources using Scrivener in the planning and writing phase
s of their work, and later delivered the finished novel in the .DOC format accepted by their publishers, Houghton Mifflin Harcourt.

Coincidentally, Deep Creek, which has met with great critical acclaim, has recently been named one of The Washington Post’s Best Novels of 2010. What is next for the Dana Hand authors? Howarth showed a glimpse of a screenplay based upon Deep Creek that he was working on in Scrivener. Will this Dana Hand film be coming soon to a theatre near Princeton?

Howarth concluded his portion of the talk by reflecting on how his discovery of Scrivener, coinciding with the extra time afforded by his retirement, has allowed his writing to develop in directions he had never imagined possible in his earlier career. He informed his audience that he could not guarantee using Scrivener would make them all authors of best-selling novels—but that it would certainly help to make their writing projects easier and more enjoyable.

Jon Edwards next spoke of his experiences with the recently released version of Scrivener for Windows, software that is still in beta development. His new book on Gioachino Greco, a chess player active in the early 17th century, is due for publication in February; however, Edwards used parts of the completed manuscript to experiment with the new Scrivener software, and concluded that it might be a valuable research tool for future works.

During a recent trip to London, Edwards extended his experimentation with Scrivener into new research paths. He took the opportunity of his trip to explore the British Library’s extensive holdings on the history of chess, and used the beta version of Scrivener for Windows to begin organizing projects based on several topics in chess-related history.

Edwards described how easy it was to write using Scrivener, noting that for any author with a tendency towards writer’s block, the simple, almost playful, workflow in Scrivener, which captures initial notes, research items, web links, outlines and fleeting ideas, might serve to overcome any hesitation in putting ideas to paper. Edwards used Scrivener to begin outlining and researching a proposed work documenting the chess matches played at the 9th Chess Olympiad of 1950 at Dubrovnik, a tournament in which 480 games took place. Using Scrivener, he was able to save all of his notes, references, and writing about the event, including building a stored collection of photos and biographical information about each team taking part in the competition.

Edwards recalled participating in meetings of the Scholars’ Environment Committee, which took place at Princeton in the late 1980s. The mission of the Committee was to improve research methods for scholars in an environment where computer-based resources were becoming increasingly more important. One tangible result of the Committee’s work that year was an idea for the formation of a project would eventually be called JSTOR, the online resource for archiving academic journals, founded in 1995. However, the guiding phrase for the committee’s goals that year was, said Edwards, was the idea of taking the “search” out of “research.“ Scrivener, Edwards noted, in some sense does that, by allowing all the materials needed for the writing of a serious scholarly work to be gathered in one place; with the split-screen format used in Scrivener, it is possible to write in one pane, while viewing citations and other research materials in another. Cutting and pasting from one workspace to the next is quite easy, and Scrivener makes storage of many types of document and file types possible.

Much of the historical literature on chess, Edwards noted, was published between AD 800 and 1890, which means that many of these text have been digitized and are now available for searching and download via the Google Books interface. Having an entire text downloaded as a resource file in Scrivener is a great convenience for a researcher, said Edwards. Writing clearly about the history of chess involves gathering and presenting many types of information. These might include diagrams of chessboards, and lengthy notations that recount the history of a particular game. As an example, Edwards mentioned his interest in the subject of “The Troitzky line,” a classic series of moves that begin an endgame by using two knights against a pawn. The strategy can take up to 50 moves to achieve; documenting it can require extensive illustrations and explanations. One of the main benefits of Scrivener to him, said Edwards, is that all of his notes, documentations and diagrams are finally captured in a single environment, so that he can keep his supporting documents close at hand and organized by specific topic.

Edwards described his particular Scrivener workflow, at least as far as his experiments have taken him to date.  He uses an online content management system, in this case Princeton’s WebSpace, to save the latest versions of his Scrivener files. He can then retrieve the files from anywhere using a web-based interface, and continue working without worrying about where he left the latest version of his project, or any of its supporting files.(Scrivener also has built-in support for syncing files with the popular Dropbox service.)

It is to be noted that the Windows version of Scrivener is still in beta, and is currently free until certain known bugs are fixed. For the moment, PC and Mac versions of the software don’t recognize the other’s files, and compiling documents into a final format using the Windows version has some documented issues. Still, in the short time the program has been available since November of this year, it has gone through several versions. The latest, version 1.4, said Edwards, shows significant improvements over earlier releases. While Scrivener may still lag behind more familiar word processing platforms in terms of document versioning and formatting, it is a particularly agile tool for the first stages of writing. “It’s an excellent brainstorming tool,” Edwards remarked, noting that other tools such as Microsoft Word, were designed for a corporate environments, and reflect the sorts of tasks required by business. Professional writers have very different aims and needs. Scrivener, thanks to the interests of its inventor, was specifically created for such writers and researchers.

Scriptwriter, poet, novelist, short story author or historian? You may want to check out Scrivener as a platform for organizing your next writing project.

A podcast of this presentation can be found here.

The Mac version of Scrivener 2.0 currently retails for US $45. A 15% discount is available to academic users. There is a growing online community of  Scrivener users who share their experiences and tips for greater productivity. The Windows public beta version is currently free to download, and is available here.

This session is the final Lunch and Learn of 2010. Check out the Lunch ‘n Learn schedule in early February for next semester’s program.

Lunch & Learn: Research Hacks: Tips & Tools for the Busy Scholar with Steven Adams

LibXPULlogo.jpgThe vast print and online resources of the Princeton University Library can overwhelm even seasoned scholars. Most researchers are so busy with their daily responsibilities that there’s little opportunity for exploration and staying current with new technologies and resources. Fortunately, new tools are significantly improving access to relevant scholarly material and easing the entire process of research.
At the September 17 Lunch ‘n Learn seminar, Steven Adams, the Biological and Life Sciences Librarian and Interim Psychology Librarian, officially launched the LibX PUL toolbar, an amazing browser plug-in that amalgamates several databases and library systems to make the research process more efficient. With LibX, your internet browser becomes an effective portal to the entire library experience.

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