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Chapter 1: Installing and Upgrading Reference Manager
We continually update output styles and filters. The latest
versions are included with program updates, but you can also
download the latest files at any time from
http://www.refman.com/support/RMsupport.asp.
Repairing Your Reference Manager
Installation
You can repair your Reference Manager installation at any time
with the “Add/Remove Programs” function on the Windows
Control Panel. Use the repair command to resolve missing or
corrupt files, registry keys, and shortcuts, or to reinstall original
styles and filters.
NOTE: Please back up custom styles and filters before you begin. If you
have modified a supplied content file, and have not changed its name,
it will be overwritten during the repair.
The repair feature uses the answers from your initial installation
to reinstall the program. Registry settings are set to defaults and
the original content files are copied again.
To repair the Reference Manager 12 program:
1. Make sure Web Publisher is disabled.
a. From the Tools menu in Reference Manager, select Web
Publisher.
b. Click on the Configure tab.
c. Select the button to “Disable Web Publisher.”
d. Click OK.
e. Exit Reference Manager
2. From the Windows Start menu, select Control Panel, or
choose Settings and then Control Panel.
3. Select Add or Remove Programs.
4. Select the Reference Manager 12 program.
5. Click the Change button.
6. Select the Repair button.
Your program folders are left intact, so additional files saved
along with the program files are preserved, including custom
content files.
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Chapter 1: Installing and Upgrading Reference Manager
23
Web publisher settings that are set through the options panel are
not overwritten unless changes were made outside of Reference
Manager to the Apache configuration file.
Uninstalling Reference Manager
Before you remove Reference Manager, back up your databases
and any other files that you have created or customized.
Uninstall the Reference Manager program by using the “Add/
Remove Programs” function in the Windows Control Panel.
NOTE: To uninstall Reference Manager Network edition, see the full
ReferenceManager.PDF manual.
To uninstall the Reference Manager 12 program:
1. Make sure Web Publisher is disabled.
a. From the Tools menu in Reference Manager, select Web
Publisher.
b. Click on the Configure tab.
c. Select the button to “Disable Web Publisher.”
d. Click OK.
e. Exit Reference Manager
2. From the Windows Start menu, select Control Panel, or
choose Settings and then Control Panel.
3. Select Add or Remove Programs.
4. Select the Reference Manager 12 program.
5. Click the Remove button.
The Uninstall program removes only files, groups, and icons
installed by the Reference Manager installer the last time it was
run.
It will not delete your databases or any new files you have
created. It will not delete folders if they contain files you created.
You will need to manually delete those files with Windows
Explorer.
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Chapter 1: Installing and Upgrading Reference Manager
To remove any modified Reference Manager files that remain:
We purposely do not remove any Reference Manager databases
or customized files. You can manually delete these files with
Windows Explorer. Once you are sure you do not want to save
any of the files contained in the following folders, you can delete
them:
Windows XP
C:\Program Files\Reference Manager 12
C:\Documents and Settings\All Users\Documents\Reference Manager
12
C:\Documents and Settings\[UserName]\Application Data\ISI
ResearchSoft\RefMan
Windows Vista
C:\Program Files\Reference Manager 12
C:\Users\Public\Documents\Reference Manager 12
C:\Users\[UserName]\App Data\Roaming\ISI ResearchSoft\RefMan
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Chapter 2: Introducing the Guided Tour
25
Chapter 2:
Introducing the Guided Tour
This Guided Tour walks you through a series of exercises to get
to know the basics of Reference Manager. It is best if you take the
tour one step at a time.
Tour
Objectives
After completing the exercises in this Guided Tour you should
be able to:
ʁ
Understand the major uses of Reference Manager as a
bibliographic database program
ʁ
Easily navigate references in a database with commonly
used features
ʁ
Build a database by importing references and entering
references manually
ʁ
Search a Reference Manager database
ʁ
Use term lists for easy global editing and creating synonyms
ʁ
Build bibliographies in Microsoft Word or WordPerfect
ʁ
Print bibliographies and subject bibliographies directly from
Reference Manager
Using the
Sample
Database with
the Exercises
The exercises in this Guided Tour use the Sample database that
is automatically installed when you install Reference Manager.
You will use the Sample database to learn how to navigate a
database, enter references, search a database, and build
bibliographies. When you are done with the Guided Tour, you
can experiment further with the Sample database.
NOTE: Remember that the Reference Manager 12 Demo version is
active for 20 sessions; after you open a database 20 times, the program
will no longer operate.
Database
Capacity
Depending on your system’s resources, you can create an
unlimited number of Reference Manager databases, each with an
unlimited number of references. In Reference Manager, all text
fields are variable length and can include almost any type of
information. The manner in which information is entered is
directly related to producing correctly-formatted in-text
citations and bibliographies.
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Chapter 2: Introducing the Guided Tour
Reference
Types
It is possible to have many different reference types in a
Reference Manager database. For example, you can store
Audiovisual Material with Journal Article and Book references.
Reference Manager comes with 35 predefined reference types for
you to select when entering references.
While Reference Manager is designed and used for bibliographic
references, you can use the program to store records of any type.
You can use any of the predefined reference types or you can
modify them to create a custom reference type. Each reference
type can include up to a maximum of 37 fields.
Online Help
When using Reference Manager, many of your questions can be
addressed using the online help that comes with the program.
There are several ways you can access online help when using
Reference Manager:
ʁ
From the Help menu, choose Help Topics to find a topic using
the Contents, Index, or Search tab.
ʁ
In many Reference Manager windows, click the Help button
to see information related to the current activity.
ʁ
Press the F1 key to display context-sensitive help. If no
context-sensitive help is available, choose from the list of
topics that appears.
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Chapter 3: Navigating a Database
27
Chapter 3:
Navigating a Database
In this section of the Guided Tour you will learn to:
ʁ
Open an Existing Database
ʁ
Customize the Reference List
ʁ
Customize the Database Sort Order
ʁ
Click Sort on Column Headings
ʁ
Drag and Drop between Databases
Exercise –
Opening the
Sample
Database
To open the Sample database:
1. From the Windows Start menu, locate the Reference Manager
12 program group and choose Reference Manager 12.
The Open Reference Manager Database dialog appears.
If you have previously used Reference Manager, the last
Reference Manager database used may automatically open.
Check the database tab at the bottom of the screen to be sure
the Sample database is open. If it is not, close the current
database by going to the File menu and choosing Close
Database. Then, from the File menu, choose Open Database to
continue.
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Chapter 3: Navigating a Database
2. In the Open Database dialog:
a) In the “Look in” box, navigate to the Reference Manager
12 folder. The default location is
C:\Program
Files\Reference Manager 12
. Open the shortcut to the
Database
folder.
b) At the bottom of the dialog, in the “Access rights” box,
select Read-Write Exclusive.
NOTE: By default, databases are opened with Read-Write Exclusive
access rights so that you can make global changes; nobody else can
open the database while it is open with Read-Write Exclusive rights.
c) In the
Database
folder, locate the Sample database
(
Sample.rmd
) and either double-click on it or highlight it
and click Open.
Notice that the Sample Database window has two panes: the top
pane is the Reference Display, and the bottom pane is the
Reference List.
The Reference Display, the top pane in the Database window,
details the reference highlighted in the Reference List. You can
edit the highlighted reference in the Reference Display.
The default Reference List shows the Reference ID, Author, and
Title fields. (Later, you will learn how to customize this view to
include any field.) The Reference List provides a way to browse
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Chapter 3: Navigating a Database
29
through single-line references, mark or unmark references, or
display records in full for viewing or editing.
Next, take a closer look at how to navigate the Reference List.
Exercise –
Customizing
the Reference
List
While the default Reference List shows three Reference Manager
fields (Reference ID, Author, and Title), the list can be
customized to display up to 31 fields.
In the following exercise you will customize the Reference List
by selecting different fields to display and then changing the
column widths.
To select the fields to display:
1. From the Tools menu, choose Reference List Display.
Each column represents a field appearing on the Reference
List.
ʁ
Field Order—The first row allows you to specify the
order in which the fields appear.
ʁ
Header—The second row allows you to modify the text
appearing as a Header.
ʁ
Field Type—Row three allows you to select the field you
want to view.
2. Move the mouse pointer over column 3 of the Field Order
row. When the cursor changes to a downward arrow, click
the mouse to highlight the entire third column.
3. Click the Insert Col button.
A new column is inserted before the third column; the
original third column moves to the right. The newly inserted
column defaults to Ref ID as the Header and Field Type.
4. Click the Field Type row in the new column and select Date,
primary from the drop-down list that appears. The list is
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Chapter 3: Navigating a Database
alphabetized, so you will need to scroll up to find Date,
primary.
The Header row automatically changes when you select a
new Field Type.
NOTE: When you select the File Attachment field to display, the header
for the field is a paperclip icon. For each reference that includes a file
attachment, a paperclip icon will appear in the reference list.
5. Click the Header row in the new column and change Date,
primary to Date by deleting the word primary.
6. Click OK to save your changes. Reference Manager displays
a message asking whether you would like to copy this
reference list format to all reference lists. Click Yes. The Date
field now appears in the Reference List.
You can resize the width of the columns easily by dragging
between column titles. Use the next exercise to change the width
of the Date field in the Reference List.
Exercise –
Changing the
Column Width
You can adjust the width of the Date column to allow more room
for the Title column.
To adjust column widths:
1. In the Reference List, place the cursor on the vertical line
separating the Date and Title column headers.
The cursor changes to a left/right directional icon allowing
you to reset the width.
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