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Introduction to Endnote


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Introduction to Endnote

  1. 1. An Introduction To EndnoteDavid Heading
  2. 2. ∂Course OutlineWhat is it?Why should I want to use it?How can I use it?Libraries and references.Citations and bibliographies.Connecting to libraries & article stores
  3. 3. ∂Learning OutcomesTo understand the general features of use of the Endnotebibliographical software.To be able to connect and carry out simple searches usingEndnote on the university library catalogue.To be able to manipulate, edit and write references.To be able to insert citations and construct bibliographies.To be able to edit output styles.To be able to download journal citations from article stores.To know where to seek extra help.
  4. 4. ∂What is Endnote?‘… Bibliographies Made Easy ™’A bibliographic database which:Organises your references.Integrates with Microsoft Word to handle:– Citations.– Bibliography.Allows you to:– Download citations from the library.– Import citations from elsewhere.
  5. 5. ∂Why should I want to use it?Keep all your references in one place.Easy referencing of essays, papers, dissertations andtheses.Reformat documents in different reference styles withoutediting.Powerful and flexible [within limits!].
  6. 6. ∂How can I use it?Available on departmental and university networkcomputers.For sale from the help desk (~£70).Launch from:– NPCS Bibliographic Software.– From Word on an enabled PC.
  7. 7. ∂What is in it?Library– A list of your references.Output Styles– Format citations and bibliography.Connection files– Download references from the library.Import filters– Load references from files.
  8. 8. ∂Loading A LibraryLaunch Endnote.Select Tools/Connect/Connect…Scroll down to Durham U.Click ‘Connect’.Enter an author name.Click ‘Search’.Click ‘OK’.
  9. 9. ∂Loading A Library - 2You should now have a list of references.Click on ‘Copy All References To’ to load into Endnote.Select ‘New Library’.Your library should appear…
  10. 10. ∂Loading A Library - 3To tidy up:– Select ‘References/Find Duplicates’– Select ‘References/Delete References’– Select ‘References/Show All references’You should now have a library of references.
  11. 11. ∂Loading a LibraryUniversity library web siteSearchAdd to book cartView savedEndnote Local diskSaveImport to EndnoteImport filter = Endnote Import (NOT Library)
  12. 12. ∂ReferencesA reference contains at least:– Author, title, year of publication.Books contain, additionally– Place of publication (city), publisher.Articles contain, additionally– Journal, pages.You can also have book sections, conference reports,etc.
  13. 13. ∂Libraries - 1A library is a collection of Endnote references.The view consists of:– A list of references.– How your selected reference will look in thebibliography (determined by the output style(q.v.)).If you have multiple libraries open, Endnote uses thetop one.
  14. 14. ∂Libraries - 2The most important thing to do with a library is:BACK IT UP!!Put it on your J: drive, but keep a separate copy.Similarly with any edited output styles.Libraries are name.enl files.Output styles are name.ens files.
  15. 15. ∂Sorting a LibraryReferences/Sort ReferencesChoose the fields to sort onOften useful for separating books from articles – so youcan print the book library codes to go and find them.
  16. 16. ∂Citing ReferencesDone from within Word.In Endnote, highlight the reference to insert.In Word, select Tools/Endnote 9/Insert SelectedCitation(s).The reference will appear, and also be added to thebibliography as necessary.
  17. 17. ∂Output StyleThe style of the citation and bibliography varies fromsubject to subject (and even within subjects).You might be lucky and find Endnote has an adequatestyle…… BUT ……you’ll more likely need to edit an existing style.
  18. 18. ∂Editing Styles -1Start with something close to what you want.Click ‘Edit/Output Styles / Edit “style”.Click Citations/Template to change the fields in thecitation.Click Bibliography/Template to change the fields in thebibliography.Save the style.
  19. 19. ∂Editing Styles - 2A modified author - date style demands:Books: author, title, (place: publisher, year).Articles: author, ‘title’, journal, volume, year, pagerange.Chapters in books: author, ‘title’, in editor, title, (place:publisher, year), page range.
  20. 20. ∂Editing Styles - 3Bibliography:– Author’s surname first, only done for first author.– Always include page range.
  21. 21. ∂Page NumbersFor some references you will need to add pagenumbers.Add ‘Cited Pages’ to your citation template.In the document, click on the citation to highlight it andselect ‘Tools/Endnote 9/Edit CitationAdd ‘, p number’ in the pages box.
  22. 22. ∂ArticlesOften you have to type in article references for yourselfSometimes, you can download a text file of citationsand import it (e.g. ZETOC from the British Library)BUTSome of the providers have come to your rescue!
  23. 23. ∂Articles - 2From JSTOR you can now import directly into yourEndnote library:Perform your searchSave the citationsChoose ‘Directly Export..’You will have to point to Endnote X and select thelibrary.
  24. 24. ∂Articles - 3This also works with Ingenta Connect and Synergy, butthe details differ.You can also download a PDF copy of the article andlink it from your reference.Note: Normal copyright rules for usage apply!
  25. 25. ∂Articles - 4You can load articles into Endnote from the BritishLibrary electronic table of contents (Zetoc) catalogue( similar process (with some differences) should workfor many similar sites.Perform your search and select your records.Click on download.Select short labels.Click on send file.
  26. 26. ∂Articles - 5Save the file with a suitable name in a suitable place.In Endnote select File/Import.From the dialog box click on ‘Import File’ and navigateto your recently saved file.From the Import Option drop down box, select ‘OtherFilters’ and then find the filter ‘zetoc (MIMAS)’.Click on ‘Import’.Your references should appear in your Endnote library.
  27. 27. ∂Gotcha!A common problem:If you change a reference after citing it in a document,your old citation will not be changed.To fix, remove it from your document and redo theciting.
  28. 28. ∂Gotcha Again!Another common problem is weird symbols appearinginstead of references – it looks like HTML.This is caused by the Endnote field codes, and probablyoccurred because you accidentally pressed Alt-F9 inWord.In Word go to Tools/Options and uncheck the FieldCodes box to remove.
  29. 29. ∂The Most Important BitWhere to find help:The Manual – your first port of call.Web Site:– helpdesk.
  30. 30. ∂SummaryConnect to the library catalogue and downloadreferences.Edit and manipulate references in a library.Insert citations into a document.Edit an output style to conform to a required referencestyle.Connect to journals and catalogues and import thereferences into Endnote.