1 Bibliographic Compass Ângela Santos Neves Cláudia Basto Joana Matos da Silva
2 Making References EndNote References manager References creation Software for automatic generation of bibliographies, by managing references, available for Windows and Macintosh; Tool that allows users to store, organize and use bibliographic references found in searches
3 What is it? Online searching tool References and images database Automatic referneces generator tool
4 Features Creates references libraries Downloads references from library catalogs and other databases online Connects references with MS Word documents Generates bibliographies according to the required norm
9 Library Term used by EndNote to designate where bibliographic reference s file is stored; You can store additional information, such as keywords, notes and summaries. Each library may contain up to 32,000 references.
13 Setting Library Setting default library... this allows it to open automatically when you boot Endnote Open the library that you want to select as default Select "Preferences" option from the Edit menu and click on "Libraries Press "Add Open Libraries" button - "Remove Library" button allows to deactivate the selection made
15 Manual Download Select References New Reference
16 A record is always a set of structured data For endnote a record is a bibliographic reference 2 options to create records Manually Exporting / Importing of bibliographic databases
17 Manual Download Data concerning paper authorship: Author s names can be entered directly or inversely (George Clooney or Clooney, George) When using initials for first author s names, there must be always a space between each initial Collective Authors (organizations) a comma must be put at the end of the name (e.g. University of Coimbra,)
18 Exporting/importing Exporting / importing records databases/bibliographic catalogs Can be done in three ways: Connecting Direct exporting Importing File Using each of these methods depends on the functions provided in each catalog or database
19 Connecting Search and retrieval of bibliographic records of library catalogs and bibliographic databases directly in the EndNote interface. Databases available for connection: Academic Search Premier (EBSCO) Bussiness Search Premier (EBSCO) Medline (EBSCO) ERIC (EBSCO) ABI-Inform Proquest Inspec ISI Web of Science
20 Enter search terms and select the fields and keywords you want
21 A window will appear with the number of records of the research conducted; You can specify the registration number you want to be recovered.
22 Preview Window of the remote database records; We can copy all references (not selecting any records)
23 Preview Window of the remote database records; Can be selected only those records that interest (ctrl + selection with the mouse) Records can be copied to the EndNote library in use (as in the example "Formação") or another library (new or existing).
24 Records can be copied to the EndNote library in use (as in the example Formação") or another library (new or existing) This is a window to transfer records between the database on which we researched and EndNote; if the records aren t copied, they re lost.
25 EndNote offers by default a wide range of catalogs and databases. For most it is not possible to establish the connection, either because they are not set (for catalogs), or because they are not signed (for databases) Select the "Connect" option "Connect" from the Tools menu - opens the window with the list of links
26 Exporting / importing database s records or bibliographic catalogs Export Direct export of records takes place at time of search in the databases; Almost all of the databases allows you to export records to EndNote In the results list, select the records to be exported; Select the appropriate export format (RIS format); EndNote automatically opens the "Select a Reference Library" window, so that you can select the library where you store the records.
27 Select references you want to export and click "Export to reference software" button In Select a Reference Library " window, select the library you want to record the references.
28 Select references you want to export and click "Export to reference software" button In Select a Reference Library " window, select library you want to record the references.
29 Example: b-on In results list select the records you want to save; Select the "personal area" option from the top menu and select the records to export to EndNote - Click link "Selected
30 Click "save" and select the EndNote format In "Select a Reference Library" window, select library you want to record the references.
31 Example: Medline (Science Direct interface) Export / import database records or bibliographic catalogs: export In results list, select the ones you want to export to Endnote.
32 Set export options and select RIS Format in "Export Format" area
33 Editing and changing references When you open a "library reference list appears alphabetically. When you select a line the preview window appears at the bottom. Press "Hide Preview" to hide preview reference
34 To edit and change one reference in the list you must make a double click on the line, which will open the same data. You can make changes here. Editing and changing references
35 Searching references In "References" menu select option - "Search References" Perform required search by selecting desired field (author, title, year, etc.).
36 Search result is displayed in the Library window; to re-display all available references in the library, use the command "References "Show all References".
37 Sorting references Select "Sort References" option in "References" menu; in next window choose sort fields and the criteria (AZ - ZA). The fastest way to order is to press the reference s field heading you want to sort.
38 Selecting the bibliographic style On Edit menu "Output Styles" option select desired style. If desired style is not available, select "Open Style Manager" option to add new styles to the menu.
39 When driving "Open Style Manager" option opens "EndNote Styles" window Here you can activate styles you want to be visible on the menu (Favorites). For each style is available a brief description in "Comments" field.
40 In EndNote Styles window, click "Find" button to search bibliographic styles by: Thematic area (category) Name Or to view only the previously selected (Favorites).
41 Toolbar has the option to quickly change the style of bibliographic references, triggering one of the previously selected to Favorites styles (by selecting the style, the changes are automatically made).
42 In "Select another style" option accesses to the window "Select an output style" When selecting a style (button "choose") automatically changes the list in which you are working.
43 If you need a specific style of a scientific journal, not presented in EndNote s list, you can search And... download/install the software.
44 Print references Press Ctrl and select with the mouse the references you want to print. If you haven t yet defined the style in which you wish to print, select Edit menu "Output Styles" or in the toolbar. Select the "Print" option from the menu "File"
45 Inserting objects (images or files) associated with references Double-click on reference you wish to associate object with; In "References" menu select "Insert Picture" or "Insert Object" option and select image or file you want;
46 In "Caption" field should be inserted a caption of the image or object (it is helpful to make it easier to find)
47 Inserting links to PDF files and web pages You can associate URLs and PDF files links to references. After editing a reference, select desired option in "References" menu (Link to URL or Link to PDF)
48 Spell correction You must define the dictionary to be used in spelling correction "Edit" "Preferences" Select "Spell Check" "Options" button and choose dictionary to use.
49 When you need to correct spelling of a reference you should edit it (double click) and place the cursor on the desired word; Select "Spell Check" from "Tools" menu and follow the instructions for correction.
50 Use with MS-Word This software allows you to automatically inserting citations in a Word text and generate a bibliography at the end. To do this you must have the EndNote open and an EndNote library previously selected.
51 Insert quote Place cursor at the exact spot in the text where you want to do the quote. Pass to the EndNote trough the Tools menu EndNote 9 Go to EndNote or via the icon on the toolbar.
52 Identify and select the record you want to quote Important: select the bibliographic style you want to apply to citation in the document
53 On the EndNote toolbar click "Insert Citation" On Tools menu in EndNote, select "Cite While You Write" (CWYW) and then "Insert Selected Citation" option
54 In EndNote Tools menu in Word, select the "Insert selected citation" (after you have selected the quote and the style in EndNote).
55 Quote is inserted at the text where the reference was intended and appears at the end of the document in the selected style.
56 If you want to place the citation as a footnote, you should choose the respective option in MS-Word as if it was another note.
57 Keeping cursor in the footer, enter the sub-menu of EndNote and make insertion as previously explained ("Insert selected citation"); At the bottom, appears as a reference set in selected style and not as a quotation.
58 Cases of different references with the same author and year In EndNote Edit menu "Output styles" edit the style and set parameters for distinguishing
59 Suffixes and prefixes in quotes Additional text to be attached to references information. In Word, place cursor in the quote you want to change, select Tools menu EndNote 9 option Edit Citation command Fill in the "Prefix" field and "Sufix".
60 Inserting images with caption in Word You can attach images to references in EndNote. These images associated to references can be inserted into a word document and it is possible to perform an index of it. Place cursor in the text where you want to insert the image. Click Find Figure option of the EndNote in "Tools" menu or in the corresponding icon.
61 Enter term or terms that appear in the description (caption) of the image; Image is inserted in text at the end of the paragraph where the cursor was left.
62 Create an index of images in Word Select "Reference" option from Insert menu and select "Index and Tables" Click on "Table of Figures
63 Export references to a Mobile Library References in use in a given document can be exported to a new library or copied to an existing one. On sub-menu of EndNote choose "Export Traveling Library" option.
64 If a new library is created, it will contain only those references cited in this document and it may be transported along the same on a mobile storage unit (USB drive, for example).
65 Thus, besides the word document also the references cited therein may be edited and images or aggregated objects will be present in this EndNote library.
66 Finalizing the document Having finished editing document, you can finish it, inserting citations and references with in a permanent way, choosing "Remove Field Codes" in the EndNote sub-menu A new document is created, and can keep the former as "source" document.
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