literature search & reference management

RA tutorial week 1, summer 2019

shelby bachman

Overview

week topic
may 24 literature search & reference management
may 31 R part I: syntax, variables, & data types
jun 7 R part II: data import & cleaning
jun 14 R part III: data cleaning & organization
jun 21 R part IV: basic plotting, stats, & R Markdown
jun 28 how to read a scientific paper
jul 5 MATLAB part I: syntax, variables, data types
jul 12 MATLAB part II: data manipulation, scripts, & functions
jul 19 MATLAB part III: building a basic experiment
jul 26 no tutorial
aug 2 MATLAB part IV: building a basic experiment (cont.)
aug 9 data lab: working with real data in R
aug 16 data lab: TBA

Conducting a literature search

  • Choose a topic & scope
  • Select keywords
  • Search databases
  • Identify relevant references
  • Export results to a reference manager

Choosing keywords

  • Identify the core constructs of your topic
  • For each construct, make a list of synonyms
  • Useful tools for identifying related words:

Example: for the construct "emotion" we could choose the keywords emotion, affect, & arousal

  • MeSH search
  • View related papers on PubMed

Search databases

Choose the database(s) to query:

  • PubMed
    • Helpful feature: create an account to save your searches and collections of articles
  • Google Scholar
    • Helpful features: "Cited by", "Find it @USC"
  • PsycInfo
  • Access more databases at https://libraries.usc.edu/ --> Database Quicklinks

Use boolean operators to combine your keywords and query each database.

  • Generally, use the Advanced Search feature if it exists
  • Use quotation marks around terms with multiple words
  • Boolean operators: AND, OR, NOT

Example literature search

Managing search results

Depending on the scope of your search, you may have a large number of results. Some ways to filter through those results:

  • Restrict to only articles published within the last X years
  • Restrict the keyword search to look in "Title/Abstract" only

Regardless, you will need to review your results to identify which references are relevant. If you have a large number of results, my recommendation is to:

  • Start by reviewing titles and eliminating titles that are obviously irrelevant
  • After title review, review the abstract of each article
  • After identifying relevant abstracts, download relevant articles for full-text review

Managing search results in PubMed

Now, let's practice reviewing & downloading the results of our earlier search in PubMed.

  • In PubMed, there are two useful options for saving the results of a search.
  • Once you have identified relevant articles to read, select them all using the checkbox feature.
  • Then use the Send to feature, and choose one of the following options:
    • Collections: Here you can send results of a search to a "Collection" which stays saved on your PubMed account. I use this feature often, particularly for searches with large sets of results that take me multiple days to filter through the results.
    • Citation manager: Here you can export the results of your search as a .nbib file which can be read into a citation manager.

Try exporting 5 results with the Citation manager option.

Citation management tools

Citation management programs allow you to store and organize references, easily extract citations for references, and create bibliographies for collections of references. There are a number of citation management tools available, including:

  • Mendeley
  • Zotero
  • RefWorks

The remainder of today's tutorial will focus on Mendeley.

Getting started with Mendeley

Setting up Mendeley Desktop on your computer

Set up a directory where Mendeley "watches" for new references:

  • Mendeley Desktop --> Preferences --> Watched Folders
  • I use a separate directory within my Downloads folder to store articles for reading and organization
  • Download/place PDFs into this directory
  • They will be added into the Unsorted section for subsequent organization

Set up how Mendeley automatically names and organizes references:

  • Mendeley Desktop --> File Organizer
  • Select Organize my files and choose the directory where they should be copied
  • Set up how you would prefer articles to be named when they are copied by Mendeley

Organizing references in Mendeley

Create folders and subfolders corresponding to projects, classes, etc.

Importing references to Mendeley

  • From a search in PubMed, etc.
    • File --> Import --> .bib (or choose your format of choice)
    • File --> Add Files --> select PDF, etc.
  • Using a PMID or doi identifier
    • File --> Add Entry Manually --> add PMID or doi identifier of desired reference
  • Always check the Details of each reference you import, and update them as necessary

Mendeley is also a great tool for reading articles

  • Double click an article to read
  • Use the Notes feature on the right panel to keep track of questions, etc.
  • Use the Note feature on the top toolbar to add notes within the text
  • Use the Highlight feature to highlight text or a rectangle within the text, in a color of your choice

Exporting citations from Mendeley

  • Choose a citation format
    • View --> Citation Style --> Choose your style of interest (often APA 6th et.)
  • Export formatted citation(s):
    • higlight reference(s) of interest --> CTRL + click reference(s) --> Copy As --> Formatted Citation
    • paste the formatted citation(s) into word processor
  • For writing papers, the Mendeley word plug-in is invaluable. Use it to add in-text citations and automatically generate a corresponding bibliography.

Other potentially useful tools

  • Share references in Mendeley using the "Groups" feature:
    • Edit --> New Group --> Create your group & add members
  • Web import tool: useful if you are not using your personal machine
    • Add references and your local Mendeley Desktop will sync later
  • Word citation plug-in

Practice importing references to Mendeley Desktop

Now, let's practice importing references using two methods.

  • First, add the references you saved earlier by importing the .nbib file into Mendeley
  • Second, use your own method to import the following article:

Mather & Sutherland. (2011). Arousal-Biased Competition in Perception and Memory. Perspect Psychol Sci. 6(2), 114-33. doi: 10.1177/1745691611400234.

Next week