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This manual outlines a process for improving institutional scholarly tracking by automating tasks such as importing citations, removing duplicates, confirming authors, formatting citations, adding URLs, and generating reports. It includes steps for both manual and automated processes, along with a sample author index. By leveraging automation, institutions can streamline their scholarly tracking procedures and improve accuracy and efficiency.
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Facilitating Institutional Scholarly Tracking with Automation Evan Sprague Keith Engwall Oakland University William Beaumont School of Medicine
Manual ProcessInstitutional Scholarly Tracking Create Author Index Import Citations Remove Duplicates Confirm Authors & Denote Department Format Citations Add URL’s to Citations Denote Article Type Generate Report
Manual ProcessInstitutional Scholarly Tracking Create Author Index Import Citations Remove Duplicates Confirm Authors & Denote Department Format Citations Add URL’s to Citations Denote Article Type Generate Report
Manual ProcessConfirm Author & Denote Department Review individual citation Search author index for each author in article If author is associated with OUWB, bold name Look up and denote author’s department
Automated ProcessConfirm Author & Denote Department Export citations from citation manager as XML file Run script against XML file Script produces completed and manual XML files Import XML files into citation manager Perform manual process on records from manual file
Automated ProcessConfirm Author & Denote Department Export citations from citation manager as XML file Run script against XML file Script produces completed and manual XML files Import XML files into citation manager Perform manual process on records from manual file
Script ProcessConfirm Author & Denote Department Retrieve authors from record in XML file Match authors against Author Index If match, bold author and denote department If no match, move record to manual XML file
Script ProcessConfirm Author & Denote Department Retrieve authors from record in XML file Match authors against Author Index If match, bold author and denote department If no match, move record to manual XML file
Author Index sample Keith Engwall: Engwall, Keith Engwall, K Engwall K K Engwall