Working with citation lists in Resources

Note: To complete these procedures, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

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About citation lists

The citation lists feature allows you to search library resources (e.g., WorldCat, Academic Search [EBSCO], JSTOR), as well as create and manage citations and persistent links to articles and other online items.

You can search and retrieve citations from individual databases, such as ProQuest and JSTOR, as well as from groups of subject-specific databases, to create citation lists. Citations contain links to retrieve the full text or physical location of the information. You can attach copies of these citation lists to other items (e.g., assignments, forum postings, calendar items) within your site, as well as export citations to bibliographic management tools, such as EndNote and Reference Manager.

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Creating a new citation list

Getting started

The steps for creating a new citation list vary according to the option you choose for adding citations to your list. After adding citations, you need to review and save the list. To begin the process:

  1. In your site's menubar, click Resources. Next to the folder in which you wish to add the list, from the Add drop-down list, select Add Citation List.

  2. You now have several options to add citations to your list:

Searching library resources

Note: The Search Library Resources option is only available if your institution has access to a library metasearch tool (e.g., Sirsi SingleSearch, Ex Libris MetaLib).

To add a citation to your list using this option, from the Add Citations page, click Search Library Resources, and then:

  1. Enter your search terms into the text field, and click Search at the bottom of the page. For detailed help, see Help with searching library resources below.

  2. To add a citation to your citation list, click Add next to it.

  3. When you're finished adding citations, proceed to Reviewing your citation list below.

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Creating new citations manually

To add a citation by typing in the citation information, from the Add Citations page, click Create New Citation, and then:

  1. Select a citation type, using the drop-down list. Choose Journal Article, Book, Book Selection, Report, or Unknown.

  2. If desired, to create an additional field to accommodate more than one Author, Note, Subject, Rights, or Links, click the appropriate Add Another link.

  3. Click Save Citation at the bottom of the page.

  4. When you're finished adding citations, proceed to Reviewing your citation list below.

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Importing citations in RIS format

  1. From the Add Citations screen, select Import Citations.

  2. Next to "Import File From:", enter the path to the file you wish to import, or click Browse...  to browse to it.

  3. When the filename appears in the box, click Import. The citations from your file will appear in the list.

  4. Alternatively, you can paste RIS-formatted text into the text box below "Import RIS Formatted Data from the Following Text:", and click Import.

  5. When you're finished, click Back to Add Citations. To cancel the import, click Cancel Citation List.

  6. Proceed to Reviewing your citation list below.

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Reviewing your citation list

When you have added all the citations you need to your list, click Review Citation List at the bottom of the page. You can then do any of the following, if desired. When you are finished reviewing your citation list, continue to the next section to save it to your site's Resources.

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Saving your citation list

To name your list and save it to Resources:

  1. Click Finish.

  2. Next to "Name", enter the title of your citation list.

  3. Enter a description of your citation list if you wish.

  4. Under "Availability and Access", choose the appropriate settings.

  5. To enter detailed descriptors, click Optional properties.

  6. If desired, use the drop-down box next to "Email Notification" to alert site participants.

  7. To save your citation list, click Finish at the bottom of the page.

Your citation list will now be displayed in your Resources tool. Citations will display in alphabetical order by citation title.

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Editing your citation list

After you have named and saved a citation list, you can view and change the details or add and remove citations.

To view and change the details of your citation list:

  1. In the Resources tool, from the Actions drop-down menu, choose Edit Details.

  2. You can change the name, description, availability, access settings, or optional properties of the citation list.

  3. If you wish to change the file type, click Change File Type, and use the drop-down menus to select the appropriate file type.

  4. To save your settings, click Update at the bottom of the page.

To change the citations in the list:

  1. In Resources, from the Actions drop-down menu, choose Edit Citation List.

  2. To add citations, click Add Citations to List; to remove a citation, click remove below it.

  3. When you are done, click Done Editing List.

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Help with searching library resources

The following tips apply when choosing the Search Library Resources option above.

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