Help with E-Resources

Overview

My Research in the E-Resource Gateway is where you collect resources and save them into your own sets, save articles and records for future use, and save your searches.

There are five sections in the My Research menu:

My eShelf: Store, organize and export your saved articles/records. You can choose to view brief or full versions of the article records. The eShelf is available in limited form to Guest access.

My Databases: Save and organize the databases that you regularly use individually or into sets. Sets will then appear at the top of the Quick Search page in addition to the pre-defined database sets. Login access only.

My E-Journals: Save and organize the electronic journals that you regularly use. E-Journals are selected from the E-Journals List, not the E-Resource Gateway. Login access only.

My History: Use your saved searches and set up Alerts. Login access only.

My Preferences: Set your default view settings. Login access only.

My eShelf

The eShelf is where you save the articles/records that you've found in your searches. You can see the eShelf whether you are logged in or a Guest.

You can use the eShelf to:

• Store articles/records that you want to keep (Note: only for current session, unless you are logged in).
• Organize articles/records into different folders (Note: you must be logged in to do this).
• Save groups of articles/records and Import them into your RefWorks account.
• Email multiple articles/records.

Store Articles/Records on the eShelf

Do this by following these steps:

1. Do a search on your topic (for help with how to search, see Custom Search or QuickSearch), and choose articles/records to save by clicking on the basket.
2. Click on the My Research tab; you automatically see the eShelf.
3. Your saved articles/records appear in a list on the screen.
4. Articles will only appear on the eShelf for your current session unless you are logged in.
5. To see more information about each article or record click on the Full View link.

Organize Articles/Records

Once you have a list of saved articles/records, you can organize them into folders (you must be Logged In to use this feature):

1. Click on My Research so that you can see the eShelf.
2. Click on the More Options link.
3. You will see the screen split into two windows. On the right is the Basket, where your articles/records are stored. On the left is the Folders window, where you can create folders to put your articles/records in.
4. Click the checkboxes to choose the articles/records you want.
5. Click the left-pointing arrow to move those chosen articles/records into the Folders window.
6. Click Save As, which will give you a pop-up window asking you to name the folder.

You can view different folders you create by just choosing them from the folder dropdown menu. To go back to viewing just the articles/records list, click the Simple link.

Save Articles/Records and Import Them to RefWorks or Other Citation Management software

Step One: Save Articles/Records in a File

1. In the eShelf, in the Results List view, select a group of articles/records by clicking their checkboxes.
2. Click on the Selected link.
3. Click on the Save button.
4. Choose Citation manager from the dropdown.
5. Click Save.
6. In some browsers the file may then download to your computer. In others, you may need to choose Save to disk or Save File in the next popup window, and then click OK.
7. You can also save the records in RefWorks format and send them directly to your RefWorks account, bypassing the need for a separate import step.

Step Two: Import File in RefWorks

1. Log In to RefWorks.
2. Find References in the menu bar and click on it.
3. Choose Import.
4. Choose RIS Format from the Import Filter/Data Source dropdown.
5. Choose Metalib (citation manager) from the Database dropdown.
6. Click the radio button to choose Import Data from the following text file".
7. Click the Browse button to find the file.
8. Locate the file in the Choose file window, click on the file, then click Open.
9. Click the Import button.
10. The procedure is similar for standalone Citation Managers other than RefWorks - download the file, find the proper import filter and import using that filter.

Email Articles/Records

To email records, do the following:

1. Select the records you want by check the checkboxes.
2. Click the Selected link.
3. Click the Send button.
4. Fill in the email form with an email address (Required); you can also fill in the optional items Subject/Comments/Format (dropdown).
5. Click the Send button.

My Databases

You can collect the databases you use frequently and store them in sets for later use. You can choose databases from the Select a Database or Custom Search areas of the E-Resource Gateway.

Select a Database to Search

• Database Titles - allows you to search or browse titles alphabetically.
• Subject Browse - allows you to "drill down" through pre-defined subject-based sets to see a list of databases.
• More Options - presents options for advanced users or to combine search options.

1. When you find a database you want to save for later click on the Add to My Research (Login) symbol. The symbol changes to this Added to My Research symbol. Select as many databases as you wish.
2. Click on the My Research link at the top of the page.
3. Select the My Databases sub-menu to see your database selection(s) which are now copied to the clipboard.
4. From there you can add them to an existing set or create a new set. Add to an existing set by choosing the set from the Select Set menu. Then click on the appropriate Move Database Database name. To create a new set click on the Create New Set symbol, give it a name (and description if you wish) in the popup window. .

Custom Search

1. By default the Custom Search screen lets you search databases in the same categories and sub categories you'd see on the Select a Database screen.
2. You can change to view other database options like QuickSets or My Databases.
3. In any of the different views click on the Add to My Research (Login) symbol. The symbol changes to this Added to My Research symbol.
4. Click on the My Research link at the top of the page.
5. Select the My Databases sub-menu to see your database selection(s) which are now copied to the clipboard.
6. From there you can add them to an existing set or create a new set. Add to an existing set by choosing the set from the Select Set menu. Then click on the appropriate Move Database Database name symbol. To create a new set click on the Create New Set symbol, give it a name (and description if you wish) in the popup window. .

Search your collected databases in one of three ways:

• Click on e-journal name to search it directly.
• Click on the Custom Search tab and then choose My Databases from the select search type dropdown box. Select your desired set.
• Click on the Quick Search tab and select your set from the MySets selections just above the pre-defined QuickSets selections.

My E-Journals

You can collect your favorite e-journals for later searching. You can only see and use this function if you are logged in.

1. Locate your resource using the E-Journal Title List. You can search or browse alphabetically, by subject or using more advanced options.
2. Click on the Add this Journal to My E-Journals in the E-Resource Gateway symbol next to the desired resource name.

Search your collected resources two ways:

• Click on e-journal name to search it directly.
• Or click on the Custom Search tab and then choose My Databases from the select search type dropdown box. Select your desired set.

My History

My History is where you can see the searches that you have saved (see Custom Search for how to save your searches). You can only see and use this feature if you are logged in.

There are four things that you can do with a saved search:

• You can click on the topic name to run the search again.
• You can click on the # databases link to see what databases were searched.
• You can click on the delete to remove the saved search.
• You can set up an alert by clicking on the Alert bell.

Setting up an Alert

You can only set up an alert with a saved search (see Custom Search for info about saving your searches).

The alert function works to automatically run your search for you, at time intervals that you select. The results of the number of articles/records of the search are then emailed to you, along with a link that lets you run the search again.

To set up an alert:

1. Click on the Alert bell; this will open the Add Alerts pop-up window.
2. Fill in the Alert Name box.
3. Fill in the email address box.
4. Select whether you want to receive alert emails if there are no new results.
5. Select the time interval of the alert: enter a number and then select days, weeks, months from the dropdown.
6. Click the Submit button.

You will see a notice in red at the upper right of the screen that your alert has been accepted. If you wish to edit the alert, click the Edit Alert pencil. You will receive an email notice about your alert once the time interval you chose has passed.

My Preferences

This feature is available only if you are logged in. You can use My Preferences to select the following:

• Display of database search results (Results List or Brief View).
• Display of search results of articles/records (Results List, Brief View or Full View).
• Number of results per screen (10, 20, 30 or 40).

Other options are pre-determined based on your login information and can't be changed.