Endnote FAQs


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These are questions put to me during and after some of the EndNote training sessions at the Regents Center Library. Perhaps they will interest you, also.

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Endnote FAQs

  1. 1. EndNote Questions: Updated 2-27-10 Your Turn <ul><li>Questions about using EndNote </li></ul><ul><li>Following, are questions I have received from students who are using EndNote </li></ul><ul><li>No two questions are the same. </li></ul><ul><li>We all learn from YOUR Questions! </li></ul><ul><li>AskMe [email_address] Lissa Lord </li></ul>Dogpile.com
  2. 2. You can down load a copy of EndNote at http://www.technology.ku.edu/~technology/software/endnote/ Here is a good overview of what is new. http://www.library.uq.edu.au/faqs/endnote/new_in_endnoteX3.html EndNote also has video tutorials on their website: http://www.endnote.com/training/tutorials/EndNoteX3/EndNote_X3.asp
  3. 3. Question: Acess KU libraries catalog? (NEW) EndNote does not install the KU Connection filter in the default installation. You must install the KU Connection filter manually by downloading this file, UKansas.enz , and Saving it in the Connection folder found in the EndNote program folder. Be sure to save the file in the C:Program FilesEndnoteX3Connections folder (or for Macs, in the Applications: EndNoteX3Connections folder.)
  4. 4. EndNote Questions Problem? Solution: Save to desktop and then copy to EndnoteX3 Connections
  5. 5. EndNote Questions Still a problem? To get Ukansas to appear in EndNote Online: Select from within EndNote: Edit Connection Files Open Connection Manager and select Ukansas Check box and click to highlight full entry Select: Find By Select: All Connections
  6. 6. EndNote Questions Comments? It shouldn’t be that difficult. You’re right. I have a hunch that this is one of the changes that will come to us with the next version of EndNote.
  7. 7. What's New in EndNote X3 Finding Full Text for a Reference Attach full text PDF files along with core bibliographic data. Saving a Copy of an Attached File Easily save a copy of an attached file. About Groups and Groups Sets. Use Group Sets to better organize your EndNote references. Creating Multiple Bibliographies in a Single Document and Sections . Create a separate bibliography for each section in a single Word document.In Word, multiple citations that are grouped under a single number can be differentiated with letters. See Numbering Citations .
  8. 8. Question: Will EndNote support ASME citation format? NO EndNote Questions
  9. 9. Q uestions Q uestions Q uestions <ul><ul><ul><li>I don’t have Word. Will CWYW work for me? </li></ul></ul></ul><ul><ul><ul><li>Yes! </li></ul></ul></ul><ul><ul><ul><li>OpenOffice.org Writer </li></ul></ul></ul>EndNote Questions
  10. 10. EndNote Questions If it has 799 pages, it must be hard!
  11. 11. EndNote Manual X3 Generating Bibliographies................................................ 334 Basic Instructions ................................................................ 334 Instant Formatting .................................. ............... 335 Formatting the Bib and/or Changing Settings ... 336 Adding Styles to the Output Styles List ...... ........ 339 Reformatting Papers .............................................. 341 Creating a Bibliography from Multiple Docs ...... 341 Creating Multiple Bibs in a Single Document ..... 343 Directly Editing Bibliographies ............................ 345 Moving Bibliographies .......................................... 345 Deleting Bibliographies ......................................... 345
  12. 12. <ul><li>(NEW) Configure EndNote X3: Find Full Text </li></ul><ul><li>The find full text feature uses several technologies to maximize the chances that EndNote will find all available PDFs. You must configure this tool to conform to the KU library resources. </li></ul><ul><li>From within EndNote go to Edit > Preferences > Find Full Text. </li></ul><ul><li>Check the four check boxes and fill in the following information in the text boxes: </li></ul><ul><ul><li>OpenURL Path : http://vv6tt6sy5c.search.serialssolutions.com </li></ul></ul><ul><ul><li>Authenticate with : http://www2.lib.ku.edu:2048/login </li></ul></ul><ul><li>Click OK </li></ul>
  13. 13. EndNote Questions You can insert citations in footnotes. First, use the appropriate Word command to create the footnote. Then, insert the EndNote citation in the footnote. Word controls the placement and numbering of the footnote, and EndNote formats the citation based on the current style. You must select a style that formats footnotes; for example, Chicago 15th A. Question: Does EndNote work with footnotes? It is quirky but it can be done BUT not with APA (no footnotes in APA)
  14. 14. EndNote Questions Question: can you export to EndNote from the online ERIC (yes!-wow!) ERIC http://www.eric.ed.gov 1. Do your search. 2. For each record you want, click the Add 3. Select the Clipboard. 4. Mark the records you want to export, and click Export records . 5. On the file dialog, click Open . 6. On the Export dialog, select “ Citation Manager File ” to open in EndNote and click Download .
  15. 15. EndNote Questions Question: How can I save my EndNote library at home & continue to working at another computer? <ul><li>Save your EndNote library to a USB memory stick </li></ul><ul><li>Take this USB memory stick with you </li></ul><ul><li>When at another computer that has EndNote installed, insert the memory stick and open your EndNote Library file which will automatically open EndNote on this computer </li></ul><ul><li>NOTE: EndNote X3 is installed on library computers at the Edwards Campus </li></ul>
  16. 16. EndNote Questions <ul><li>Exporting Bibliographies </li></ul><ul><li>Open: EndNote library </li></ul><ul><li>Select: output style (APA) </li></ul><ul><li>Highlight: references to be exported to Word </li></ul><ul><li>Click: File and then Click: Export </li></ul><ul><li>Save In : designate folder and save bibliography </li></ul><ul><li>File Type : Rich Text File (RTF) for Word users </li></ul><ul><li>.RTF Can be opened, edited and saved as .doc </li></ul><ul><li>Click: Save to export EndNote bibliography to Word </li></ul>Question: How do I get EndNote references into Word for a stand alone bibliography?
  17. 17. EndNote Questions Continued: Insert EndNote Bibliography into Word 1. Open new or existing Word document 2. Put cursor where you want the bibliography to go 3. Select Import from Word/EndNote toolbar  File 4. Select the .rtf bibliography previously saved 5. And, there it is as promised! 6. Ready for a bit of editing and re-saving 7. Save as a Word file
  18. 18. Question: Can I move/copy a reference from one library to another? <ul><li>More than one library can be open at a time </li></ul><ul><li>Use the “ Window ” option from top toolbar to go from one library to another </li></ul><ul><ul><li>Open the library with the citation to copy </li></ul></ul><ul><ul><li>Right click and select “ copy ” </li></ul></ul><ul><ul><li>Open library that needs the copied citation </li></ul></ul><ul><ul><li>Within the citations window, right click and select “ paste ” </li></ul></ul><ul><ul><li>The copied reference from library #1 was just pasted into the reference list of library #2 </li></ul></ul><ul><ul><li>Double-click on the reference to open the complete record for this citation </li></ul></ul>EndNote Questions
  19. 19. Question: Adding page numbers to EndNote citations within the Word document <ul><li>In Word , click anywhere on the citation you want to edit </li></ul><ul><li>Go to EndNoteX3 submenu and then Edit Citation </li></ul><ul><li>The Edit Citation box appears </li></ul><ul><li>The citation is highlighted in the left hand window </li></ul><ul><li>Look at right hand window See:     Pages </li></ul><ul><li>Type the pages you want to add to the citation </li></ul><ul><li>example:      Pages    34-35 </li></ul><ul><li>Click OK ( NOT insert like I did a million times) </li></ul><ul><li>Look at the edited citation in Word. Nice? </li></ul>EndNote Questions
  20. 20. EndNote Questions Edit Citation Box Citation to be edited Word Document Pages
  21. 21. Question: I am entering a document from an organization, say National Association of Social Workers, EndNote abbreviates this organization on the reference page to read Worker, N A o S , which is not correct APA format. Any suggestions? <ul><li>Author is National Association of Social Workers [NASW] </li></ul><ul><li>EndNote needs to know this is one name, a last name of author </li></ul><ul><li>Put a comma after association’s name and EndNote is happy: National Association of Social Work ers , or NA SW , </li></ul><ul><li>The reference cite: National Association of Social Workers. (1999). </li></ul><ul><li>First text citation: (National Association of Social Workers NASW, 1999) </li></ul><ul><li>Subsequent text citations: (NASW, 1999) </li></ul>EndNote Questions
  22. 22. EndNote Questions , Question: How do I enter Corporate & Government authors ? Put a comma after the full entry , EndNote Gov Document Citation: United States. Dept. of Education. (2007). Building on results : a blueprint for strengthening the No Child Left Behind Act . Retrieved September 28, 2007. from.
  23. 23. EndNote Questions Question? Citing electronic journal articles Look for a “ persistent URL ” or the Digital Object Identifier (DOI) The APA 6 th says “Do not include retrieval dates” if you have a DOI. If you are using a PDF version of the article, cite as you would a print journal. If the article lists its DOI, add this to the end of the citation. It is not necessary to include database information (i.e. Wilson or Proquest, etc.)
  24. 24. EndNote Questions Question? When citing a web page, the citation date, may not always be apparent . Look for an “Updated. . . .” at the bottom of the screen.   Whatever information you have is all you can give, just don’t mention “not there” in the citation. The citation is to help the reader find the information you found. Sometimes you have to craft the citation yourself and that is OK.
  25. 25. EndNote Questions Remember? The Best Tip Detailed guide sheets for importing references from databases into EndNote are available online here: http://www.lib.ku.edu/technology/citing/import/ Print out the instruction sheets for the databases you use most often
  26. 26. Review APA Citation Style APA Publication Manual, 6th Edition, 2009 <ul><li>APA writing guidelines NEW </li></ul><ul><li>http://www.writing.ku.edu/~writing/guides/documents/NewAPA.ppt </li></ul><ul><li>In-text guidelines </li></ul><ul><li>http://www.umuc.edu/library/guides/apa.shtml#intext </li></ul>
  27. 27. EndNote Questions I’m suspicious of something that used to be so hard . . . And now is so easy!