End note x3 advanced exercises


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End note x3 advanced exercises

  1. 1. ______________________ EndNote x3: Advanced Exercises Workbook ___________________________________________Should you require this workbook in another format such as large print or Braille please contact us at jrul.researchers@manchester.ac.uk
  2. 2. Contents1. Editing output styles 3 1.1. Editing the Harvard style 3 1.2. Changing numeric citations to superscript or subscript 32. Downloading new and updated styles 33. Merging separate files into a single document 44. Creating section bibliographies 45. Creating an annotated bibliography 56. Saving changes to output styles 77. Using footnotes with EndNote 88. Removing EndNote field codes for submission to journals 99. Exporting a travelling library 1010. Recovering a deleted library 10 Further information 10 2
  3. 3. 1. Editing output stylesOutput styles determine how your citations and bibliography will be displayed in a Worddocument.There are over 3600 output styles installed in EndNote (eg Harvard, Vancouver, MLA) and youcan also edit and create styles yourself using the Style Manager in EndNote.As creating styles is time-consuming and complex, it is best to find a style that closely matchesthe one you need and make changes to it accordingly. 1.1. Editing the Harvard style in EndNoteThe most common request at the University of Manchester is to edit the Harvard style so thatauthors’ names display in normal case rather than UPPER CASE. • Select Edit > Output Styles • Choose ‘Harvard’ from the list of styles and click the Edit buttonThe Editing template screen will be displayed. This is grouped into four sections – Citations,Bibliography, Footnotes and Figures & Tables. • Under ‘Bibliography’, select ‘Author Name’ • At the Capitalization: prompt, change from ‘All Uppercase’ to ‘Normal’ • Select File > Save As and rename the style to save it as a new style eg Harvard New.ens 1.2. Changing numeric citations to superscript or subscriptYou can alter the display of numeric citations by editing the Output Styles. Using a numericcitation style (such as Numbered or Vancouver): • Select Edit > Output Styles > Numbered • Under ‘Citations’, select TemplatesTo create a superscript citation, click in the field where (Bibliography Number) is displayed andclick the A1 icon at the top of the screen.The process is the same for subscript, using the A1 icon. 2. Downloading new and updated stylesYou can find and download new or updated styles from the EndNote website –www.endnote.com/support/enstyles.asp 3
  4. 4. 3. Merging separate files into a single document with a cumulative bibliographyIf you have been working on several Word documents using EndNote (such as chapters for yourthesis) you will then need to bring them together to submit a final document.You can merge separate chapters, each with their own EndNote library, into one masterdocument with a single, cumulative bibliography at the end. • Make a copy of each chapter (to preserve your original versions) eg ch1-copy.doc, ch2- copy.doc, ch3-copy.doc • Open each document in Word and from the EndNote tools select Convert Citations and Bibliography > Convert to Unformated CitationsThis will remove the bibliography at the end of each chapter and change the citations intounformatted text eg {Yamazaki, 1995 #154} • Save the changes and close each document • Open a New Word document • Select View and choose Outline • In the Master Document options, click on Show Documents • Click on the Insert button to insert subdocuments • Find your ch1-copy file and insert it by highlighting it and clicking Open • Repeat this process for ch2-copy and any other documents • Use the Update Citations and Bibliography command in Word 2007’s EndNote tab to re-format the citations in the document and create a single bibliography at the end of the document • Save the document as master.doc or something similar 4. Creating section bibliographiesIf you are working within one Word document but have several chapters (sections) within it,EndNote gives you the option to create either: • a single bibliography at the end of the document • separate bibliographies for each chapter • bibliographies at the end of each chapter with a cumulative bibliography of all references at the endTo select a section bibliography style in EndNote: • Select Edit > Output Styles • Select Open Style Manager • Choose the style you want to work with and click Edit 4
  5. 5. In the style template there is a Sections option. Select this and then choose the sectionbibliography option you want to use. Save the changes and close the Style Manager.You can then create sections within your Word document and EndNote will format yourbibliography as specified. • To create sections in Word 2007, select Page Layout > Breaks > Section Breaks and choose the settings you require. 5. Creating an annotated bibliographyThe Annotated output style in EndNote will display bibliographic information plus the abstractsof articles where they are available.You can also use EndNote to create bibliographies with your own annotations by using theResearch Notes field in your EndNote records. • Open an EndNote reference in your library and scroll down to the Research Notes field • Add your own information to the field and save the changes by closing the EndNote reference • Repeat the process for all references you want to include in your bibliography 5
  6. 6. Selecting the output style you want to use for your bibliography: • Select Edit > Output Styles> Open Style Manager • Select the style you want to use (eg APA 5th) and click Edit • Save a version of the style you want to use as a new style (eg APA 5th Annotated)Note: you will need to save this outside the Style Folder (eg your P: drive) if you are working ona University networked computer.Customising your output style to include Research Notes: • In the Style Manager window, find the Bibliography column and select Templates • In the Journal article section, place the cursor at the end of the entry details • Click Insert Field > End of Paragraph • Click Insert Field > End of Paragraph again • Click Insert Field > Tab • Click Insert Field > Research Notes • Click Insert Field > End of ParagraphRepeat this process for all the reference types you want to use (eg books, theses, conferenceproceedings) and save the changes to the output style. 6
  7. 7. To create a standalone annotated bibliography: • From your list of references, highlight the ones you want to output • Select File > Export… • Set the file type to Rich Text Format (.rtf) and the Output style to the customised style with Research Notes added • Save the file eg as Annotated.rtfA new Word document should appear where you exported the file, with the filenameAnnotated.rtf.You can now open this as a Word document with your bibliography formatted with ResearchNotes included as annotations. 6. Saving changes to output stylesIf you are using your own computer, you can save edited styles to the Style Folder.On University networked PCs, you will not be able to save changes in the Style folder but cansave them to your P: drive or a memory stick. 7
  8. 8. You then need to change EndNote’s preferences to find the style you have created:• Select Edit > Preferences > Folder Locations > Style Folder and change the location to the place you saved your edited style.In Word, this style will now appear when you choose the options from the Style drop-downmenu. 7. Using footnotes with EndNoteYou can use EndNote to create footnotes in your Word document using Word’s own Referencestools.In the References tab in Word, select Insert Footnote (AB1)The cursor should now be in place in the footnote section of the document. From the EndNotetools in Word: • Choose Insert Citation > Find Citation… to look up the reference • Click on Insert to add the citation in the footnote 8
  9. 9. The appearance of the footnotes will depend on the referencing style you are using. The mostcommonly used output style for footnotes is the Chicago 15th style.You can select and edit the style you want to display in footnotes by editing the footnoteoptions in EndNote’s Style Manager.To create and use footnote templates, select Format citations: Using footnote format in theFootnotes section of Style Manager. 8. Removing EndNote field codes for submission to journalsYou need to remove any EndNote code from your Word document before submitting it forjournal publication. To do this, select the Convert Citations and Bibliography > Convert to PlainText command in Word.Note: Be aware that once you have done this you cannot then format citations in the documentusing EndNote . 9
  10. 10. 9. Exporting a travelling libraryYou can share references in Word documents with other authors or retrieve EndNote referencesfrom a Word document where the original EndNote library has been lost using the TravellingLibrary function. • In Word, select EndNote > Export to EndNote > Export Travelling Library • Choose to add the references to an existing library or to create a new one for the exported records 10. Recovering a deleted libraryIf you accidentally delete an EndNote library (mylibrary.enl) you can recover it from thecorresponding Data folder (mylibrary.data).The Data folder is created alongside the library and holds files such as PDFs and images that youattach to records. • Open WordPad or Notepad from the Programs > Accessories menu on your computer and create a blank document • Select File > Save As… and save the blank document in the same area as the Data folder and with the same name as the Data folder eg P:mylibrary.enlThe file should then appear as an EndNote library which can be opened and used.Further informationLibrary Faculty Teams www.manchester.ac.uk/library/subjectsOnline EndNote tutorials www.endnote.com/trainingEndNote Technical Support and Services www.endnote.com/supportIf you have any queries about this booklet or the services mentioned in it please contact theJRUL Information Skills Training Team. steve.mcindoe@manchester.ac.uk sam.aston@manchester.ac.uk jrul.researchers@manchester.ac.uk Blog: http://jrulresearchers.wordpress.com/ Twitter: http://twitter.com/jrulresearchers Web: http://www.manchester.ac.uk/library/usingthelibrary/researchers/SMc March 2011P:endnotetraining materialendnote x3 advanced exercises 10