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EndNote Essentials




Prepared by: Abdelmonim Awad Osman
12/17/2012                        1
12/17/2012   2
This chapter covers the following topics.
     Creating a new reference
     Locating references that contain attached files




12/17/2012                                              3
Creating a New Reference
There are various ways to add references to an
 EndNote library:
     Type the reference information into the Reference
      window.
     Connect to an online bibliographic database and
      retrieve the references directly into EndNote.
     Import text files of references that you have
      downloaded from an online bibliographic database.



12/17/2012                                            4
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
     1. From the References menu, select New
        Reference to display an empty Reference
        window.
             New references appear as Journal Article the default
              setting. You can change the reference type to another
              type using the Reference Type list at the top of the
              Reference window. You can also change the default
              reference type from EndNote Preferences.


12/17/2012                                                        5
Creating a New Reference




12/17/2012                 6
Creating a New Reference




12/17/2012                 7
Creating a New Reference




12/17/2012                 8
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
     2. Select the Book reference type from the
        Reference Type list.
        Notice that the Field list changes to reflect the
        type of bibliographic information you would
        record for a book. Select other reference types
        from the list to see how the list of fields changes
        for each type of source.


12/17/2012                                                9
Creating a New Reference




12/17/2012                 10
Creating a New Reference




12/17/2012                 11
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
             Note that three reference types (Figure, Chart or
             Table, and Equation) are available specifically
             for cataloging picture files and object files. You
             can add File Attachments, Figures, and Captions
             to any reference type.
             Set the reference type back to Journal Article.



12/17/2012                                                   12
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
    3. Enter author names for the reference. Individual
       author names must be entered one per line.
         a.   Enter a personal author name with the first name
              first. With the cursor in the Author field, type:
              Tiberius Rex
              As you type, EndNote suggests names similar to the
              one you are entering. This is EndNote’s way of
              using term lists to facilitate the process of entering
              new references.

12/17/2012                                                        13
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
             Note: You can turn on or off the auto-complete feature
             with EndNote Term List preferences. It is available for
             Author fields when you enter author names with the
             last name first.
             The name you are entering, Tiberius Rex, is a new
             author in this library, so keep typing until you
             complete the name, and then press Enter.




12/17/2012                                                        14
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
             The name appears in red text to indicate that it is a new
             name in the Author term list for this library. When you
             close the reference, EndNote adds the name to the
             Author term list and the red text will change to black.




12/17/2012                                                          15
Creating a New Reference




12/17/2012                 16
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
         b. Enter the second author’s name, but with the surname
            first.
            Morre, Nicole
            This author’s last name is already in the sample
            library, so as you start typing the last name, you will
            see EndNote complete the name for you. Press Enter
            to accept EndNote’s suggested author name.




12/17/2012                                                       17
Creating a New Reference




12/17/2012                 18
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
         c. For the third author, enter:
            de Young, John Robert, Jr.
            The first comma separates the last and first name. The
            second comma is inserted before suffix text to make it
            clear that it is not part of the author’s name for
            manipulation of name order or stripping to initials
            Suffix text will always print after the other information
            for this author.
            Press Enter.

12/17/2012                                                         19
Creating a New Reference




12/17/2012                 20
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
         d. For the fourth author’s name, enter:
            University of California,, Berkeley
            Corporate author names are entered with a following
            comma, so they will not be manipulated like personal
            author names. In this case, the corporate author name
            has a comma within the name. We inserted two
            commas to allow for correct formatting. The first
            comma makes it clear that text up to that point should
            not be manipulated. The second comma indicates that
            there is no first name, yet includes suffix text.
12/17/2012                                                      21
Creating a New Reference




12/17/2012                 22
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
     4. Press Tab to accept the author name and move to
        the Year field. Type “2006” as the search term.
     5. Continue entering the reference as shown below
        using the Tab key to move to the next field and
        Shift+Tab to move to the previous field. You can
        also use the mouse to click in the desired field. If
        information is not provided for a particular
        field, leave that field empty.

12/17/2012                                                23
Creating a New Reference




12/17/2012                 24
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
     Title:   The scale and the feather: A suggested evolution
     Journal: Paleontology
     Volume: 3
     Issue:   1
     Pages:   125-128
     Date:    November 22
     Keywords:       Feathers
                     Evolution
                     Birds
12/17/2012                                                       25
Creating a New Reference




12/17/2012                 26
Creating a New Reference




12/17/2012                 27
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
        No extra punctuation (such as parentheses around
        the year) is entered into the reference. EndNote
        adds the necessary punctuation to the references
        when it creates a bibliography.
        Note that you can enter up to 64 K of text into the
        Abstract and Notes fields, which amounts to 10-12
        pages of text.


12/17/2012                                               28
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
     6. Attach a PDF file to the reference. You can attach
        almost any type of file to the File Attachments
        field of a reference.
        Scroll to the File Attachments field, and from the
        References menu, select File Attachments >
        Attach File to display a file dialog. On the file
        dialog:


12/17/2012                                              29
Creating a New Reference




12/17/2012                 30
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
         a. Navigate to the folder Program FilesEndNote X6.
         b. b. Notice the check box titled “Copy this file to the
            default file attachment folder and create a relative
            link”. Make sure that you select this box so that
            EndNote will make a copy of the file to store with the
            library. That way, the attached file is always available
            to you, even when you move the library.
         c. Highlight the file titled EndNoteX6WinHelp.pdf.
         d. Click Open to insert the file into the File Attachments
            field. A file icon will appear in the field.
12/17/2012                                                        31
Creating a New Reference




12/17/2012                 32
Creating a New Reference




12/17/2012                 33
Creating a New Reference
Once a library is open, you can add a new
 reference to it:




             You can attach up to 45 different files to a single
             reference. Double-click the file icon to open the file
             with the default program for the file type.




12/17/2012                                                       34
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
     7. From the File menu, select Close Reference to
        close the Reference window.
     8. When prompted to save your changes, click Yes.
        Your new reference will appear in the Library
        window. A paper clip icon appears next to the
        reference to indicate an attached file.



12/17/2012                                          35
Creating a New Reference




12/17/2012                 36
Creating a New Reference




12/17/2012                 37
Creating a New Reference




12/17/2012                 38
Creating a New Reference
Once a library is open, you can add a new
 reference to it:
Notes:
     In the Groups panel, notice that one reference
      appears in the Unfiled group. Select the Unfiled
      group to display the Tiberius Rex reference.
     Select the Bottom Layout mode to view your new
      references as shown in the above sample
      screenshot.

12/17/2012                                          39
Creating a New Reference




12/17/2012                 40
Locating References that Contain Attached
Files
You can easily locate those references that
 contain attached files.
Click the paper clip icon in the second column
 heading to sort records containing attached
 files at the top of the list.
References that include a paper clip have one
 or more attached files. You can attach up to 45
 files to a reference.


12/17/2012                                    41
Locating References that Contain Attached
Files




12/17/2012                             42
12/17/2012   43
Resources
 EndNote Help


QUT Library EndNote
     http://www.library.qut.edu.au/services/endnote/index
       .jsp
EndNote Manual
     In Windows: Start > Programs > EndNote > Getting Started
        Guide

12/17/2012                                                 44
Resources
EndNote site support
     http://endnote.com/support/search-knowledgebase


EndNote Tutorial Library
     http://endnote.com/if/endnote-video-training


EndNote Online User Manual
     http://endnote.com/if/online-user-manual


12/17/2012                                             45
Resources
EndNote X6 - Thomson Reuters EndNote
 X6 Help User Guide
     C:Program FilesEndNote X6EndNoteX6WinHelp.pdf


UWS University of the West of SCOTLAND
     http://www.uws.ac.uk/workarea/downloadasset.aspx?id=2147
        511905




12/17/2012                                                 46

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4 entering a reference

  • 1. EndNote Essentials Prepared by: Abdelmonim Awad Osman 12/17/2012 1
  • 3. This chapter covers the following topics. Creating a new reference Locating references that contain attached files 12/17/2012 3
  • 4. Creating a New Reference There are various ways to add references to an EndNote library: Type the reference information into the Reference window. Connect to an online bibliographic database and retrieve the references directly into EndNote. Import text files of references that you have downloaded from an online bibliographic database. 12/17/2012 4
  • 5. Creating a New Reference Once a library is open, you can add a new reference to it: 1. From the References menu, select New Reference to display an empty Reference window. New references appear as Journal Article the default setting. You can change the reference type to another type using the Reference Type list at the top of the Reference window. You can also change the default reference type from EndNote Preferences. 12/17/2012 5
  • 6. Creating a New Reference 12/17/2012 6
  • 7. Creating a New Reference 12/17/2012 7
  • 8. Creating a New Reference 12/17/2012 8
  • 9. Creating a New Reference Once a library is open, you can add a new reference to it: 2. Select the Book reference type from the Reference Type list. Notice that the Field list changes to reflect the type of bibliographic information you would record for a book. Select other reference types from the list to see how the list of fields changes for each type of source. 12/17/2012 9
  • 10. Creating a New Reference 12/17/2012 10
  • 11. Creating a New Reference 12/17/2012 11
  • 12. Creating a New Reference Once a library is open, you can add a new reference to it: Note that three reference types (Figure, Chart or Table, and Equation) are available specifically for cataloging picture files and object files. You can add File Attachments, Figures, and Captions to any reference type. Set the reference type back to Journal Article. 12/17/2012 12
  • 13. Creating a New Reference Once a library is open, you can add a new reference to it: 3. Enter author names for the reference. Individual author names must be entered one per line. a. Enter a personal author name with the first name first. With the cursor in the Author field, type: Tiberius Rex As you type, EndNote suggests names similar to the one you are entering. This is EndNote’s way of using term lists to facilitate the process of entering new references. 12/17/2012 13
  • 14. Creating a New Reference Once a library is open, you can add a new reference to it: Note: You can turn on or off the auto-complete feature with EndNote Term List preferences. It is available for Author fields when you enter author names with the last name first. The name you are entering, Tiberius Rex, is a new author in this library, so keep typing until you complete the name, and then press Enter. 12/17/2012 14
  • 15. Creating a New Reference Once a library is open, you can add a new reference to it: The name appears in red text to indicate that it is a new name in the Author term list for this library. When you close the reference, EndNote adds the name to the Author term list and the red text will change to black. 12/17/2012 15
  • 16. Creating a New Reference 12/17/2012 16
  • 17. Creating a New Reference Once a library is open, you can add a new reference to it: b. Enter the second author’s name, but with the surname first. Morre, Nicole This author’s last name is already in the sample library, so as you start typing the last name, you will see EndNote complete the name for you. Press Enter to accept EndNote’s suggested author name. 12/17/2012 17
  • 18. Creating a New Reference 12/17/2012 18
  • 19. Creating a New Reference Once a library is open, you can add a new reference to it: c. For the third author, enter: de Young, John Robert, Jr. The first comma separates the last and first name. The second comma is inserted before suffix text to make it clear that it is not part of the author’s name for manipulation of name order or stripping to initials Suffix text will always print after the other information for this author. Press Enter. 12/17/2012 19
  • 20. Creating a New Reference 12/17/2012 20
  • 21. Creating a New Reference Once a library is open, you can add a new reference to it: d. For the fourth author’s name, enter: University of California,, Berkeley Corporate author names are entered with a following comma, so they will not be manipulated like personal author names. In this case, the corporate author name has a comma within the name. We inserted two commas to allow for correct formatting. The first comma makes it clear that text up to that point should not be manipulated. The second comma indicates that there is no first name, yet includes suffix text. 12/17/2012 21
  • 22. Creating a New Reference 12/17/2012 22
  • 23. Creating a New Reference Once a library is open, you can add a new reference to it: 4. Press Tab to accept the author name and move to the Year field. Type “2006” as the search term. 5. Continue entering the reference as shown below using the Tab key to move to the next field and Shift+Tab to move to the previous field. You can also use the mouse to click in the desired field. If information is not provided for a particular field, leave that field empty. 12/17/2012 23
  • 24. Creating a New Reference 12/17/2012 24
  • 25. Creating a New Reference Once a library is open, you can add a new reference to it: Title: The scale and the feather: A suggested evolution Journal: Paleontology Volume: 3 Issue: 1 Pages: 125-128 Date: November 22 Keywords: Feathers Evolution Birds 12/17/2012 25
  • 26. Creating a New Reference 12/17/2012 26
  • 27. Creating a New Reference 12/17/2012 27
  • 28. Creating a New Reference Once a library is open, you can add a new reference to it: No extra punctuation (such as parentheses around the year) is entered into the reference. EndNote adds the necessary punctuation to the references when it creates a bibliography. Note that you can enter up to 64 K of text into the Abstract and Notes fields, which amounts to 10-12 pages of text. 12/17/2012 28
  • 29. Creating a New Reference Once a library is open, you can add a new reference to it: 6. Attach a PDF file to the reference. You can attach almost any type of file to the File Attachments field of a reference. Scroll to the File Attachments field, and from the References menu, select File Attachments > Attach File to display a file dialog. On the file dialog: 12/17/2012 29
  • 30. Creating a New Reference 12/17/2012 30
  • 31. Creating a New Reference Once a library is open, you can add a new reference to it: a. Navigate to the folder Program FilesEndNote X6. b. b. Notice the check box titled “Copy this file to the default file attachment folder and create a relative link”. Make sure that you select this box so that EndNote will make a copy of the file to store with the library. That way, the attached file is always available to you, even when you move the library. c. Highlight the file titled EndNoteX6WinHelp.pdf. d. Click Open to insert the file into the File Attachments field. A file icon will appear in the field. 12/17/2012 31
  • 32. Creating a New Reference 12/17/2012 32
  • 33. Creating a New Reference 12/17/2012 33
  • 34. Creating a New Reference Once a library is open, you can add a new reference to it: You can attach up to 45 different files to a single reference. Double-click the file icon to open the file with the default program for the file type. 12/17/2012 34
  • 35. Creating a New Reference Once a library is open, you can add a new reference to it: 7. From the File menu, select Close Reference to close the Reference window. 8. When prompted to save your changes, click Yes. Your new reference will appear in the Library window. A paper clip icon appears next to the reference to indicate an attached file. 12/17/2012 35
  • 36. Creating a New Reference 12/17/2012 36
  • 37. Creating a New Reference 12/17/2012 37
  • 38. Creating a New Reference 12/17/2012 38
  • 39. Creating a New Reference Once a library is open, you can add a new reference to it: Notes: In the Groups panel, notice that one reference appears in the Unfiled group. Select the Unfiled group to display the Tiberius Rex reference. Select the Bottom Layout mode to view your new references as shown in the above sample screenshot. 12/17/2012 39
  • 40. Creating a New Reference 12/17/2012 40
  • 41. Locating References that Contain Attached Files You can easily locate those references that contain attached files. Click the paper clip icon in the second column heading to sort records containing attached files at the top of the list. References that include a paper clip have one or more attached files. You can attach up to 45 files to a reference. 12/17/2012 41
  • 42. Locating References that Contain Attached Files 12/17/2012 42
  • 44. Resources  EndNote Help QUT Library EndNote http://www.library.qut.edu.au/services/endnote/index .jsp EndNote Manual In Windows: Start > Programs > EndNote > Getting Started Guide 12/17/2012 44
  • 45. Resources EndNote site support http://endnote.com/support/search-knowledgebase EndNote Tutorial Library http://endnote.com/if/endnote-video-training EndNote Online User Manual http://endnote.com/if/online-user-manual 12/17/2012 45
  • 46. Resources EndNote X6 - Thomson Reuters EndNote X6 Help User Guide C:Program FilesEndNote X6EndNoteX6WinHelp.pdf UWS University of the West of SCOTLAND http://www.uws.ac.uk/workarea/downloadasset.aspx?id=2147 511905 12/17/2012 46