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Step by step on setting up your Endnote Basic account, adding references and creating references.
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ah-librarians@gre.ac.uk
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Using EndNote Basic for references
Setting up an account and installers
Got to the portal and navigate to the eLibrary -> Databases, Journals and e-books (portal.gre.ac.uk)
and then click on Web of Science.
Now click on the link to EndNote at the top of the page.
Next, sign into your Web of Science account if you have one
or register for one, then click on the EndNote link again at the top of the page to sign in.
If it is the first time you are using EndNote, you will be prompted to accept an end user agreement.
Once you have accepted this, download the installers from the Options tab or at the bottom.
Follow the instructions to the Capture Reference button to your bookmarks bar, e.g. drag and drop
the button into the Bookmarks Bar for Internet Explorer. The Cite While You Write plug-in can only
be installed on your own computer, and you can install it from this page.
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Collecting references
You can collect references in several ways to build your EndNote library. You can perform an online
search from within EndNote - for the University of Greenwich library catalogue choose U Greenwich
(but this has very limited functionality) - input a reference manually or import references from a file.
You can collect individual references from the library catalogue, some journal databases, Google
Scholar, blogs etc. using the Capture reference button. A pop-up screen will appear (you may need
to enable pop-ups) and you can edit the reference if necessary.
Some databases, including Web of Science and EBSCOHost Research databases allow a direct export
of a reference to EndNote.
For EBSCO, click Export.
and choose a Direct Export to EndNote Web then click Save
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For LibrarySearch, click on FindIt@Greenwich and then go to the Actions tab and choose Endnote.
You can add a record manually, click on New Reference, pick a reference type and enter the details.
To add multiple references, you can use the Import References feature. This is the most efficient
way to build up a library of records. Multiple records can be imported by Direct Export on databases
that allow it. For those that do not, you can download a small file either where it mentions EndNote
format (.enw) or .ris format. To add multiple records from the library catalogue, log into your
account, save records to a list, using the Save link, and export the list.
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To add the records, go to Import References on Endnote and choose the file to upload. For the
Import Option select EndNote Import for .enw files or RefMan RIS for .ris files. You can set these
two file types as favourites to avoid scrolling through a long list in future.
You also need to select which group to save the references in. Use [Unfiled] or create a new group.
You will get confirmation that the import was successful. Direct Exports, i.e. from EbscoHost
Research Databases, usually go into [Unfiled] and can be moved to another group afterwards.
To add multiple records from the library catalogue, log into your account, Save records to a list,
using the Save link, and then export the list.
Organising your references
Organize your references in the My References tab and copy records between different groups.
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You can also choose to share your groups with other researchers. This is especially useful for group
work.
You can de-duplicate results by using the Find Duplicates and delete the ticked records.
If you want to add a PDF file to a record, click on the paperclip and upload the PDF. Records with PDF
attachments have a blue paperclip.
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You can edit a record by clicking the title, then double-clicking on a field, e.g. the year, to edit it.
Creating a bibliography and formatting a paper
To create a bibliography from your references, go to the Format tab and Bibliography. Select: a
group of references to use; a bibliographic style (e.g., Harvard or APA); and a file format. You can
select a favourite or list of favourite bibliographic styles to speed this up in future. Choose RTF as the
format.
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Cite While You Write
You will only be able to use this on your own computer
The easiest way to add your references is through the Cite While You Write plug-in with Microsoft
Word (see p.1 for downloading instructions). Once installed, you will see a tab on Word called
Endnote Web. This has the Cite-While-You-Write plug-in added. You can select a biblographic style
to use.
In the text, click Insert Citations where you want the reference to go. A search box will appear and
you can then search your Endnote library for the reference you need.
Search for the reference you want to add to your essay in your Endnote library and then click Insert.
The reference will then appear in the text and a complete reference will appear at the bottom of
your document. As you add each Insert Citation the list will update with the new reference.
Make sure to select the correct referencing style from the Style menu, e.g. Harvard or APA.
NOTE: you may need to click on Select Another Style to get the full range of referencing styles
available to you so you can find the right one.
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If necessary, you can edit a reference by clicking on the Edit Citation button. A box appears that
allows you to edit individual references and also to add page numbers to your references if you wish
to. Please note that not all bibliographic styles allow page numbers to be used.
If you cannot download the Cite While You Write tool due to lack of administrative rights on the
machine you are using, you can choose Format Paper instead. To use this, type in the references for
your work in the following format: {Storey, 2010}. Then save the work as an .rtf file.
Upload the file, select a bibliographic style and click Format. This will add references in the work
and a bibliography at the end.
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