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Working w endnotex7

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EndNote is bibliographic software that allows users to search literature, develop a personal reference library, and format citations. The document provides instructions on how to create an EndNote library, add references manually or through direct export from databases, insert citations into a Word document using Cite While You Write, and attach files and images to references. Key functions covered include editing citations, deleting references, and managing the EndNote library.

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WORKING WITH ENDNOTE X7 ©The University of the West Indies Mona Library MILU

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Why EndNote? EndNote is the leading bibliographic software product on the market and can be used to:  search for literature  develop a personal library of references  create and format citations for papers and publications

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Learning Outcomes At the end of the session you should be able to: • create your own EndNote ‘Library’ • add references to your EndNote library manually • transfer references from databases to your EndNote Library using “direct export ” • use “Cite while you Write” commands to add references from your EndNote Library to your Word document • attach full text documents and images to references • delete references from your library

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Creating an EndNote ‘Library’ 1. Click on EndNote Program icon 2. Cancel ‘Create a new free Endnote Web Account’ 3. Click ‘File’ 4. Click ‘New’ 5. Name your file and click ‘Save’ 6. From drop down menu select your citation style, e.g. MLA 7. To change citation style, scroll to style desired or do ‘Quick Search’

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8.Write the name of the style then click ‘Enter’ 9. To add references click this icon 10. Then select Reference Type e.g. book 11. Click in each Field e.g. Author 12. Enter data for references into the various fields. Activity : Enter your first reference [book] in your Endnote Library by typing the bibliographic information into the appropriate fields

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Format for Entering Names, Titles etc. in EndNote Library

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Working w endnotex7

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Working w endnotex7

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Saving and Adding References  Save by closing New Reference ( small black X at top right hand corner of screen)  To add another reference, click on this icon  ((New Reference) Activity : Add the other references to your EndNote library.

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Transferring References from Databases You can transfer references from a database into your EndNote library without having to manually type in each record. One way is Direct Export from a Database

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1.Search database 2.Add the references to be saved to your folder Direct Export from a Database

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3. Click on folder to open 4. Select records 5.Click on Export

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6. Select the Direct Export option 7.Save to your EndNote library 8. Click on ‘unfiled’ to merge references http://www.newcastle.edu.au/service/library/tutorials/endnote/databases/export1.html Activity: Search a database and export references to your EndNote library.

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Check References  Open your Endnote library to check that your records were successfully imported.  Click on ‘Unfiled’ to merge references (will now be in one alphabetic file)

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Cite While You Write  Open Microsoft Word 2007  Click on EndNoteX3 in the ribbon at top right  Begin to type your document  To insert a reference in the text, click EN from EN taskbar to go to your EndNote library  Select (highlight) the appropriate reference from your EndNote library

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It’s Magic!  Click on this icon to insert citation. The citation will be inserted in the text at that point and, at the same time, a full reference will be added at the end of your document  To return to word click on this icon  You may need to edit citation to conform to in-text citation standards. http://www.newcastle.edu.au/service/library/tutorials/endnote/getstarted/page2.html Activity: Type the short paragraph given and insert references from your EndNote library into your document at the places indicated.

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 To edit citation click on ‘Edit Citation (s)’. To remove authors name Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear  Click the box to the left of Exclude author, then click OK. Edit Citations

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 To omit the year of publication: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear. Click the box to the left of Exclude year, then .  To add page numbers: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear  Type the page numbers in the Suffix box, ensuring that a space is included before the pages (to separate the page numbers from the citation), then click Edit Citations (contd.)

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 To insert text before a citation: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear.  Type the text to be added before the citation in the Prefix box, ensuring that a space is included at the end of the text (to separate the added text from the citation), then . Edit Citations (contd.)

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Attaching Full Text Documents and Images  Open your Library  Highlight a reference in your Library window  Select References then File Attachments then move cursor across to Attach File  Select the file you wish to attach then click Open (A copy of your file will be copied to the Data/PDF folder which accompanies your Library and an icon will appear in the Link to PDF field in the Reference Window  You may attach as many as 45 files to each reference using Attach File

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Deleting References  To delete a citation:  Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear  Highlight the citation to be deleted from the left-hand pane, click , Remove then click OK. EndNote removes the in-text citation and automatically updates the list of references.  You must be sure that you want to delete a reference from your Library because:  each record in your Library is assigned a unique record number which is used when you insert references from your Library into your Word document.  Therefore you must not delete any references from your Library which you may have used in your Word documents.  If you delete any references from your Library which you have used in your Word document and you need to reformat the references later in that document you will not be able to do so.  Therefore you should be cautious when deleting duplicate references from your Library

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YOU DID IT!!!

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Manage Your EndNote Library  If you want to customise your Library, that is:  set a default library to open whenever EndNote is opened  create customised fields to store quotes, course codes, etc  change the Library Window display  add text to multiple references simultaneously  change EndNote fonts  change the default Reference Type  Search the content of an EndNote Library  Use Term Lists to improve consistency and accuracy in your Library  Make a back up and compressed copy of your library. Check this website for an online tutorial to learn how! http://www.newcastle.edu.au/service/library/tutorials/endnote/man

More Related Content

Working w endnotex7

  • 1. WORKING WITH ENDNOTE X7 ©The University of the West Indies Mona Library MILU
  • 2. Why EndNote? EndNote is the leading bibliographic software product on the market and can be used to:  search for literature  develop a personal library of references  create and format citations for papers and publications
  • 3. Learning Outcomes At the end of the session you should be able to: • create your own EndNote ‘Library’ • add references to your EndNote library manually • transfer references from databases to your EndNote Library using “direct export ” • use “Cite while you Write” commands to add references from your EndNote Library to your Word document • attach full text documents and images to references • delete references from your library
  • 4. Creating an EndNote ‘Library’ 1. Click on EndNote Program icon 2. Cancel ‘Create a new free Endnote Web Account’ 3. Click ‘File’ 4. Click ‘New’ 5. Name your file and click ‘Save’ 6. From drop down menu select your citation style, e.g. MLA 7. To change citation style, scroll to style desired or do ‘Quick Search’
  • 5. 8.Write the name of the style then click ‘Enter’ 9. To add references click this icon 10. Then select Reference Type e.g. book 11. Click in each Field e.g. Author 12. Enter data for references into the various fields. Activity : Enter your first reference [book] in your Endnote Library by typing the bibliographic information into the appropriate fields
  • 6. Format for Entering Names, Titles etc. in EndNote Library
  • 9. Saving and Adding References  Save by closing New Reference ( small black X at top right hand corner of screen)  To add another reference, click on this icon  ((New Reference) Activity : Add the other references to your EndNote library.
  • 10. Transferring References from Databases You can transfer references from a database into your EndNote library without having to manually type in each record. One way is Direct Export from a Database
  • 11. 1.Search database 2.Add the references to be saved to your folder Direct Export from a Database
  • 12. 3. Click on folder to open 4. Select records 5.Click on Export
  • 13. 6. Select the Direct Export option 7.Save to your EndNote library 8. Click on ‘unfiled’ to merge references http://www.newcastle.edu.au/service/library/tutorials/endnote/databases/export1.html Activity: Search a database and export references to your EndNote library.
  • 14. Check References  Open your Endnote library to check that your records were successfully imported.  Click on ‘Unfiled’ to merge references (will now be in one alphabetic file)
  • 15. Cite While You Write  Open Microsoft Word 2007  Click on EndNoteX3 in the ribbon at top right  Begin to type your document  To insert a reference in the text, click EN from EN taskbar to go to your EndNote library  Select (highlight) the appropriate reference from your EndNote library
  • 16. It’s Magic!  Click on this icon to insert citation. The citation will be inserted in the text at that point and, at the same time, a full reference will be added at the end of your document  To return to word click on this icon  You may need to edit citation to conform to in-text citation standards. http://www.newcastle.edu.au/service/library/tutorials/endnote/getstarted/page2.html Activity: Type the short paragraph given and insert references from your EndNote library into your document at the places indicated.
  • 17.  To edit citation click on ‘Edit Citation (s)’. To remove authors name Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear  Click the box to the left of Exclude author, then click OK. Edit Citations
  • 18.  To omit the year of publication: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear. Click the box to the left of Exclude year, then .  To add page numbers: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear  Type the page numbers in the Suffix box, ensuring that a space is included before the pages (to separate the page numbers from the citation), then click Edit Citations (contd.)
  • 19.  To insert text before a citation: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear.  Type the text to be added before the citation in the Prefix box, ensuring that a space is included at the end of the text (to separate the added text from the citation), then . Edit Citations (contd.)
  • 20. Attaching Full Text Documents and Images  Open your Library  Highlight a reference in your Library window  Select References then File Attachments then move cursor across to Attach File  Select the file you wish to attach then click Open (A copy of your file will be copied to the Data/PDF folder which accompanies your Library and an icon will appear in the Link to PDF field in the Reference Window  You may attach as many as 45 files to each reference using Attach File
  • 21. Deleting References  To delete a citation:  Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear  Highlight the citation to be deleted from the left-hand pane, click , Remove then click OK. EndNote removes the in-text citation and automatically updates the list of references.  You must be sure that you want to delete a reference from your Library because:  each record in your Library is assigned a unique record number which is used when you insert references from your Library into your Word document.  Therefore you must not delete any references from your Library which you may have used in your Word documents.  If you delete any references from your Library which you have used in your Word document and you need to reformat the references later in that document you will not be able to do so.  Therefore you should be cautious when deleting duplicate references from your Library
  • 23. Manage Your EndNote Library  If you want to customise your Library, that is:  set a default library to open whenever EndNote is opened  create customised fields to store quotes, course codes, etc  change the Library Window display  add text to multiple references simultaneously  change EndNote fonts  change the default Reference Type  Search the content of an EndNote Library  Use Term Lists to improve consistency and accuracy in your Library  Make a back up and compressed copy of your library. Check this website for an online tutorial to learn how! http://www.newcastle.edu.au/service/library/tutorials/endnote/man

Editor's Notes

  1. EndNote allows you to create your own personal database of references, known as an EndNote 'Library'.
  2. While these methods can save you time, it is important to understand that importing is not possible from all databases, and importing is seldom one hundred percent accurate.  It is therefore essential that you always check the quality of any references you have imported, and edit them where necessary.
  3. UWI Library subscribes to hundreds of journals and reference databases Databases include bibliographic information about items indexed as well as abstracts and full text Apart from typing references into your Library you can transfer references from these databases into ENDNOTE Direct export. Some databases allow you to automatically transfer references from the database into EndNote. This is the is simplest and easiest method available. It is also possible to search the OPAC from your EndNote Library The transfer of references from databases into EndNote is not an exact science. No matter which method is used, problems can and do occur. It is important to check the quality of your references at the point of transfer. When references are transferred into your Library the Reference Window initially displays just the transferred references (your other references will be temporarily hidden). Select References > Show All References to view all the references in your Library. Databases often use different keywords or subject headings to describe the same concept. Use EndNote's Term Lists to create ‘standardised’ keywords.
  4. EndNote works in conjunction with Microsoft Word allowing you to: Easily insert references from your EndNote Library into your Word document Automatically create a bibliography at the end of your document in the reference style of your choice! By using EndNote to store the references you gather in the course of your studies or research, you can lessen the headaches normally associated with referencing your assignments and creating bibliographies.