Working with EndNote an Introduction

1
Working with EndNote an Introduction

• Husam Zaman

2
What is EndNote?

• Storing and managing bibliographic references.
• copy references from Library catalogues and
  bibliographic databases.
• add your own notes, subject headings, and useful
  quotations to the references.
• Incorporating references automatically into
  papers for publication.
• ensuring your references are cited consistently.

3
Creating Library with EndNote

• To create a new library
• 1. Open the EndNote program from the menu
• Start gtgt Programs gtgt EndNote9 gtgt EndNote Program
• 2. Click the button Create a new EndNote library
  and then OK
• 3. EndNote presents a dialog box to name and save
  the file.
• 4. Enter a name for your new library in the File
  name area.
• 5. Click Save. In this tutorial your library
  should be saved to the Desktop.
• 6. The new file is an empty EndNote library,
  showing 0 out of 0 references.

4
3 ways to enter references

• There are three ways to add reference
  information to your library
• 1. Manually input the reference information.
• 2. Import reference information from a library
  database.
• 3. Import reference information from another
  EndNote library.

5
Input references manually

• To input reference information manually
• 1. Click the New Reference button
• 2. A blank reference window appears, titled New
  Reference.
• 3. Enter in the following the reference I gave
  you.
• Once all data has been entered close the
  reference window (CTRLW). EndNote will
  automatically save any changes made when the
  window is closed.

6
Some notes about entering the references manually

• You must have spaces between initials.
• Put a comma (,) after the name if its for a
  company or organization.
• You cant run a spell check over your entire
  library. You can only check one reference at a
  time, and the reference needs to be open.
• 1. Open the reference to be checked.
• 2. Select Tools gtgt Spell Check.

7
Importing references from databases

• There are three methods you can use to import
  reference information from databases into
  EndNote
• 1. Direct Exporting
• 2. Using Import Filters
• 3. Using Connection Files

8
Direct exporting

• Direct exporting is the quickest and easiest
  method for getting references from a database
  into EndNote. Not all databases offer a direct
  export option. At present the databases that use
  the direct export function are
• Those that use the OVID search interface
• Those that use the Web of Knowledge search
  interface
• Those that use the ProQuest search interface
• Those that use the EBSCOhost search interface
• The Science Direct database
• Scopus
• Some e-Journals

9
Importing with filter 1

• Downloading References from JSTOR
• Search for the words black athena
• Click on Save all citations on this page to save
  all of the citations.
• Click on View Saved Citations
• Select in a new window and citation-manager from
  the Export Citations drop down boxes then click
  on Export to save the citations.
• Go to the menu File gtgt Save As. The default file
  name is citations and you can change this if
  necessary. The file type is Text Document. Retain
  this setting.
• You have now saved references from the JSTOR
  database in an EndNote compatible format and you
  are ready to import those references into
  EndNote.

10
Importing with filter 2

• 1. Open EndNote (Start gtgt Programs gtgt EndNote gtgt
  EndNote Program) and open the library into which
  you want to import your references.
• 2. Click the Import button
• 3. Click Choose File... to locate and open the
  file you saved above.
• 4. Double-click on your file name, or highlight
  it and click on the Open button, the file name is
  pasted into the box.
• 5. Click on the Import Option drop-down menu to
  find the filter for the database your references
  came from.
• 6. If your chosen filter has not previously been
  used on EndNote it will not appear on the
  drop-down list of filters. You can find it by
  choosing Other Filters from the Import Options
  list.
• 7. In the Choose an Import Filter window scroll
  through the list of available filters and select
  JSTOR. Once you have used an import filter
  EndNote retains that setting so the filter is
  ready for use next time and appears in the Import
  Options drop-down list.
• 8. Click on the Import button to import the file.
  

11
Writing Notes for your references

• 1. Hold down the control key and click on
  individual references to select the references
  you'd like to annotate.
• 2. From the References menu select Show Selected
  References to display just the references you've
  clicked on. If you don't do this you'll add your
  note to every reference in your library!
• 3. From the References menu select Change and
  Move Fields
• 4. From this dialog box click on the Change
  Fields tab.
• 5. From the drop-down menu select the field to
  change. The default field is Author, so you
  should change this to Research Notes or another
  appropriate field such as Database Name or Access
  Date.
• 6. Select from the options, you can either insert
  your text before or after any other text that is
  already in the field, or you can replace any
  existing text with your text.
• 7. Type the new text into the box on the right.
• 8. Click on OK.

12
Inserting the whole article with your reference

• 1. Open the reference into which you want to
  insert the PDF file.
• 2. From the References menu select Insert Object.
  
• 3. From the Insert Object dialog box click on
  Choose File to locate the PDF file you saved
  earlier.
• 4. The file will be attached to the reference in
  your EndNote Library and an icon will appear in
  the Image field.

13
Working with EndNote in MS Word window

• We look at
• 1. How to insert a citation into your document,
  essay, dissertation etc.
• 2. How to customise citations.
• 3. How to generate an independent bibliography.

14
Selecting the Style

• 1. The style currently used in your EndNote
  library is displayed at the top of the screen.
• 2. From the drop-down menu, click on Select
  Another Style.
• 3. Choose the style you want from the list. For
  example, we will select the APA 5th style.

15
Inserting while Writing 1

• 1. Position your cursor at the end of this
  sentence and type a space. At this point we wish
  to insert our first reference.
• 2. From Microsoft Word you can use either the
  menu Tools gtgt EndNote9 or use the Toolbar
• 3. This will take you to your EndNote library.
  Locate the reference and click on it once.

16
Inserting while Writing 2

• 4. Return to your Word document.
• 5. The reference(s) now appear in your text and
  also in the reference list that is building at
  the end of your document.

17
Customizing your formatted citation

• 1. Insert and format the citation in the regular
  manner
• 2. Place your cursor somewhere inside the
  citation to be formatted
• 3. From Word choose Tools gtgt EndNote9 gtgt Edit
  Citation(s)
• 4. The EndNote Edit Citation dialog box is
  displayed
• 5. All references in the document are displayed
  in the box on the left hand side, select the
  reference you wish to edit. Using the options on
  the right hand side include or exclude the
  required information then click on the OK button
  to confirm changes.

18
Creating Independent Bibliography

• 1. Click Tools gtgt Subject Bibliography.
• 2. The Subject Fields window displays a list of
  all of the different fields that a reference can
  have.
• 3. Select the field (or fields) that you want to
  sort your bibliography by. You can sort by
  author, journal title, etc. Selecting just one
  field to sort your bibliography by is
  recommended, for example Year.
• 4. Click on Year and click on OK, a list of all
  authors from all of the references in your
  EndNote Library display, along with a count that
  shows how many articles from each author appear
  in your EndNote Library.
• 5. Select individual records to be included in
  the bibliography by holding down the CTRL key as
  you click on the author names, or click on Select
  All to include them all.
• 6. Then click on OK and your independent
  bibliography is created in a new window. Because
  Year was chosen the bibliography is sorted
  chronologically. You can choose another field,
  e.g. Journal Title, if that is how you want to
  arrange this bibliography.

19
QA

• How can I get EndNote?
• How many references could I have?
• What I can do if the EndNote toolbar does not
  show in MS Word?