EndNote X1 Workshop. 1. What s EndNote? 1. Your own database for references 2. A citation formatter 3. A search interface

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1 EndNote X1 Workshop 1. What s EndNote? 1. Your own database for references 2. A citation formatter 3. A search interface 2. What is an EndNote Library? A Library is a collection of references. When you start the EndNote program, you are asked to select a reference library. You can create multiple libraries, which may contain references for different papers or subjects. 3. Choosing your writing style (1) Open your EndNote program. (2) From the Edit menu, choose Output Styles and select a style in the list. The check mark next to a style name indicates that it is the current style. 1

2 4. Creating a New Reference There are three ways to enter new references into an Endnote library: (1) Type them by hand. (2) Connect directly to library catalogs from Endnote. (3) Download them from a database and import into your library. (1) Type them by hand. Go to References tab and select New Reference. You will get a blank reference sheet. Tips for entering new reference: 1 Always enter author and editor names one name per line. Author names can be entered either with the last name followed by a comma and the first name, or the first name followed by the last name. Both are correct. However, note that if you have the Suggest Terms as You Type feature of the term lists turned on, EndNote suggests author names based on the assumption that the names are being entered with the last name first. Tips for entering new reference: 2 By default, new references appear as Journal Article references. You may change this using the Default Reference Type option in the Preferences panel. From the Edit menu, choose Preferences. Click the Reference Types option in the list. At the top of that Reference Types preferences panel, click the Default Reference Type list and choose the reference type that new references should use. Tips for entering new reference: 3 If you want to enter corporate authors, put a comma after the name. U.S. Department of Agriculture, Apple Computer Inc., Be sure that commas do not appear within the name, because all text before the comma is interpreted as a last name. 2

3 (2) Connect directly to library catalogs from Endnote. Open your EndNote library. Go to Tools > Online Search > New Search. Then, scroll down to choose a library you want to search or type a library name in Quick Search. (i.e. Soka University, Library of Congress, University of California, Yale ) Search by author, title, keywords and so on. Once you get a title you want to import to your library, click the title. You can choose several titles by holding down Ctrl key while clicking another title. Click Copy Selected to and choose your library. (3) Download them from a database and import into your library. Import Item Records from Online Database 1 Ebsco (i.e. Academic Search Premier, PsycInfo, PsycArticles) but EbscoEJS does not support EndNote. Search by title, keywords, author and others in Ebsco. Click Add to folder next to the title you want to export to your library. Click Folder. Mark the box next to the title you want to export. Click the Export image icon. Choose Direct Export to EndNote, ProCite, or Reference Manager and click Save. Choose your library and click Open. Import Item Records from Online Database 2 ProQuest (i.e. ABI Inform, National Newspaper) Search by title, keywords, author in ProQuest. Click Export. Click Export directly to ProCite, EndNote or Reference Manager. Select a Reference Library pops up. Choose your library and click Open. Import Item Records from Online Database 3 JStor Search by title, keywords, author in JStor. Click Export this Citation. Click EndNote at the EndNote, ProCite, or Reference Manager. A pop-up appears on the screen. Hit open. Another pop-up appears and open your library. It automatically exports the selected items to your EndNote library. 3

4 Import Item Records from Online Database 4 Project Muse Search by title, keywords, author. Click Save Marked Results. Click /Export Saved Results. Select the EndNote and click Export. Another pop-up appears and open your library. It automatically exports the selected items to your EndNote library. Import Item Records from Online Database 5 Thompson Reuters (Art & Humanities Citation Index, Medline, Social Sciences Citation Index) Search by title, keywords, author in Thompson Reuters. Click Save to EndNote, RefMan, ProCite in the bottom of the results. (Not to click EndNote Web in the top bar.) Import Item Records from Online Database 6 OCLC (WorldCat,) Search by title, keywords, author in WorldCat. Click the Export icon. Click Marked records from this search and choose EndNote. Click Export. Choose your library and click Open. Choose An Import Filter pops up. The, scroll down to find out the database name. Or type the database name or provider name in a Quick Search. (i.e.) OCLC. Choose WorldCat (OCLC) and click Choose. Import Item Records from Online Database 7 CSA (Eric, PAIS, Philosopher s Index, Social Services Abstracts, Sociological Abstracts, WorldWide Political Science Abstracts) Search by title, keywords, author in CSA (Eric). Click Save, Print, . Choose Use _ Marked Records, Full Format, and PC in File format. Click Save. File Download pops up and click Save again. Put a file name and click Save. Click Close. Go to EndNote and open your library. Choose Import from File menu. Click Choose file in Import Data File and open the saved file. Choose other filters in Import Option and then choose Eric (CSA). Click Import. 4

5 Import Item Records from Online Database 8 WilsonWeb (Book Review Digest) Search by title, keywords, author in WilsonWeb (Book Digest). After marking all items, click get marked. Click Exporting/Citing. Select The EndNote Filter and click Export. There is a pop-up and type File name and click Save. Click Close. Go to EndNote and open your library. Choose Import from File menu. Click Choose file in Import Data File and open the saved file. Choose other filters and then choose WilsonWeb. Click Import. Import Item Records from Online Database 9 Google Scholar Go to Google Scholar ( Click the Scholar Preferences. In Bibliography Manager, click Show links to import citations into: and select EndNote. Search in Google Scholar. Each record displayed has the Importing into EndNote link now. Click the Import into EndNote link. A pop-up appears and open your library. It automatically exports the selected items to your EndNote library. 5

6 Writing a Paper (1) Writing a Paper - Cite While You Write Open the EndNote library or libraries that contain the references you wish to cite. Start Microsoft Word and open the paper you are writing. When you are ready to cite a source, position the cursor in the text where you would like to put the citation. Go to the Tools menu in Word, then the EndNote X1 submenu, and select Find Citation(s). An EndNote Find Citations dialog appears, which shows the previous search results. In the Find box, enter identifying text for EndNote to locate the appropriate reference. This could be an author s last name, a year, a keyword, or any other combination of terms found in the reference. Click Search and EndNote compares the identifying text to your EndNote references and then lists the matching reference(s). Identify, highlight, and Insert the appropriate reference(s). (2) Inserting Selected Citations Open the Word document and position the cursor at the location where you would like the citation. From the Tools menu in Word, go to the EndNote X1 submenu and then Go to EndNote. Highlight the desired reference(s) in your EndNote library. From the Tools menu in EndNote, select the Cite While You Write submenu and choose Insert Selected Citation(s). (3) Forms of Citations Citations can appear as either unformatted or formatted in your Word document. An unformatted citation typically consists of the first author s last name, year, and the EndNote record number, with citation delimiters at each end to identify the text: {Author, Year #Record Number}. For example: Unformatted: {Hall, 1988 #77; Baker, 1988 #16} Formatted: (Baker, 1988; Hall, 1988) The unformatted citation makes it easy to identify the record cited. Even if your final goal is numeric citations, you can see meaningful information while you are working on your document. 6

7 (4) Inserting Multiple Citations From the Tools menu in Word, go to the EndNote X1 submenu and select Find Citation(s). Enter a generic search term that will find the references you want, and click Search. Hold down the Ctrl key while clicking on the desired references in the list (or hold down the Shift key to select a continuous range of references) in order to highlight the references. Click Insert. (5) Format Your Paper From the Tools menu in Word, go to the EndNote X1 submenu and select Format Bibliography. On the Format Bibliography tab, you can choose output style. Click OK to save changes and format your citations and bibliography. * On the Instant Formatting tab, you can Enable or Disable Instant Formatting. (6) To customize a formatted citation: Insert and format the citation. Click on the formatted citation. From Word s Tools menu, go to the EndNote X1 submenu and Edit Citation(s) to display the EndNote Edit Citation dialog. Highlight the citation you want to customize. Customize as needed: Exclude Author: Select this to omit the author name from the formatted citation. Exclude Year: Select this to omit the date from the formatted citation. Prefix: Enter text here to print immediately before the citation text (spaces are significant). Suffix: Enter text here to print after the citation text (spaces are significant). You can enter page numbers here if you always want them to print after the citation. Pages: Page numbers entered here are considered entered into a Cited Pages field, so they can be manipulated on output just like any other EndNote field. In order to print, the Cited Pages field must be listed in the citation template and/or footnote template of your output style. This is typically used to print the page numbers within a full footnote citation. Most EndNote styles that require a special format for citations in footnotes are already configured this way. You can modify the Citation Template in your output style to include Cited Pages. Click OK to implement the change(s) to the citation. 7

8 (7) To unformat citations Determine which citations you want to unformat: To unformat a particular citation, highlight only that citation. If the citation you want to unformat is part of a multiple citation, highlight the multiple citation. All citations within the delimiters will be unformatted. To unformat a section of the document, highlight that section. To unformat the entire document, either select nothing or highlight the entire document. From Word s Tools menu, go to the EndNote X1 submenu and Unformat Citation(s). If you are unformatting the entire document, this unformats all of the in-text citations and removes the current bibliography (8) To cite a reference in a footnote or endnote Use the appropriate command in Word to create the footnote or endnote. (EndNote does not create the footnote or endnote in the document, but is used to insert and format citations in the note.) Position the cursor in the footnote or endnote where you would like the citation(s) to appear. Insert the citation as you normally would. (9) To remove field codes and save the formatted citations and bibliography as text: Open your formatted Word document. If you are working with Master and Subdocuments, work with copies of your documents. First save a backup copy of your document, because this will irretrievably remove the links between your document and your Reference Manager database(s) as well as all other Word field codes. From the Tools menu, go to the EndNote X1 submenu and select Remove Field Codes. A copy of the document, without field codes, appears in a new document window. From the File menu, Save the document. (10) Manuscript Templates available Open EndNote program. From the Tools menu, click Manuscript Templetes Select your writing style, and click Open. Click Disable Marcos. Type the information into appropriate area. Reference and Contact EndNote Help ( 8

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