EndNote X6 for Beginners - HandoutNote: this handout uses Microsoft Windows 7 and Microsoft Word 2010.

This 90 minute session comprises:1. Introduction & learning outcomes2. Opening the EndNote program3. Manual input of records - EXERCISE ONE4. Changing reference styles in EndNote5. Exporting records from databases to EndNote - EXERCISE TWO 6. Exporting records from LibrarySearch to Endnote – EXERCISE THREE7. Groups8. Using EndNote with Word 2010- EXERCISE FOUR9. Conclusion and further help

1. INTRODUCTIONThis is a beginner’s handout that covers the basics of the Endnote program for students who have never used Endnote. The EndNote website, Getting Started Guide and Manual, or the EndNote forum address advanced questions.

The guide assumes students have a basic knowledge of referencing and their reference style. The guide does not teach how to search databases; some basic database searching is involved.

You can copy download Endnote online at http://www.rmit.edu.au/library/endnote, install the program on your laptop at the Computer lab in Building 8, level 3, or borrow a CD to copy from the Service Desk at the Bundoora Library.

See this video for a short overview of Endnote: http://www.youtube.com/watch?v=tlnvmDnPzs0

By the end of this session you will be able to: Create an EndNote library. Add records to an EndNote library – manually and via a library database or catalogue. Change referencing styles. Use EndNote with Word. Know how to get further help with EndNote.

2. OPEN THE ENDNOTE PROGRAM

EndNote is already loaded on RMIT computers – Start > All Programs > EndNote > EndNote Program.

Create an EndNote Library and save it to your RMIT H drive or flash drive.

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3. MANUAL IMPORT RECORDS - EXERCISE ONE1. Open a new library (File > New), and save it to your desktop, H drive or USB.

2. Open a new reference (References > New Reference or Ctrl+N or click button)3. Choose a reference from the list on the next page and select the correct template – e.g.,

journal article, book, web page.4. Manually enter the details. Click on small x to close. (If a pop-up asks you if you want to save,

tick the box saying “Don’t show me this again”, and click Save. The next time it will automatically save).

5. Repeat for another reference.

Tips- Enter authors consistently.- List author last name (family/surname) first and follow with a comma – e.g., Benton, Tim - Organisation’s names should be entered in full and follow with a comma.- Enter each author name on a separate line.- Space after author initials.- Full stop after each author initial – e.g., Smith, J. O.- Sentence case for journal article titles.- Enter some keywords for searching later.

List of references to practice manual entry:

BooksIsaacs, A, Daintith, J & Martin, E 1996, Concise science dictionary, 3rd ed. Oxford University Press,

Oxford.

Mooney, A & Evans, B 2007, Globalization: the key concepts, Routledge, London.

Journal articlesDodson, AP 2007, 'Demystifying the process', Diverse Issues in Higher Education, vol. 24, no. 2, p.

9.

Electronic articlesWright, K 2007, 'A written assessment is an invalid test of numeracy skills', British Journal of Nursing,

vol. 16, no. 13, pp. 828-31, viewed 1 February 2010, <www.britishjournalofnursing.com>.

E-bookSilyn-Roberts, H 2000, Writing for science and engineering papers, presentations, and reports,

Butterworth-Heinemann, viewed 2 June 2009, <http://www.engineeringvillage.com>.

Web PageThomson Reuters 2009, EndNote: bibliographies made easy, viewed 24 July 2009,

<http://www.EndNote.com>.

Conference paperGuo, Y & Nan, H 2008, 'Discovering implicit customer connections with a cognitive situation model',

paper presented to International Symposium on Knowledge Acquisition and Modelling, 2008, Wuhan.

Book sectionSchwartz, MT & Billoski, TV 2000, 'Referencing made easy', in BT Jones & NV Lovecraft (eds),

Guide to study at university, Barnes and Ellis, New York, pp. 175-89.

BlogWordPress 2008, Citations and references, accessed 2 June 2009, WordPress.com,

<http://customessay.wordpress.com/2008/04/07/citations-and-references/>.

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4. CHANGING REFERENCE STYLES IN ENDNOTE Reference styles can be changed in EndNote AND in your Word document. From style drop-down menu, click Select Another Style, select style you wish to search for,

e.g. APA 6th or Vancouver, and select Choose to add it to your list of favourite styles. Other styles not in the EndNote list can be downloaded via Edit > Output styles > Open

Style Manager then click on Get More on the Web. Business students should note that the RMIT Business style (Harvard edition 6, version 9) is

available from the library EndNote page under the Downloads tab.

5. DIRECT EXPORT OF RECORDS FROM DATABASES - EXERCISE TWOMany of the major databases allow this feature including: Science Direct, ProQuest, PubMed, Academic OneFile, ASAP (Infotrac), EbscoHost, Informit, Scopus, Web of Science and Emerald (not with MAC).

1. Ensure EndNote Library is open.2. Choose EITHER Science Direct OR EBSCO example.

1. From library homepage, select: Databases tab>>Popular Databases>>Science Direct.

2. Do a search on “cochlear implants”. 3. Mark a few records and select Export

citations.4. Under Content format, select either

option. Keep Export format as RIS format (for Reference Manager, ProCite, EndNote) selected.

5. Click Export.6. Keep “Open with: ResearchSoft Direct

Export Helper (default). Click OK.7. In the EndNote sidebar, click All

References.

1. From library homepage, select: Databases tab>>Popular Databases>>EBSCOhost Web>>Business Source Complete.

2. Do a search on “global financial crisis”.3. Mark items by clicking Add to folder below

each article.4. Click on Folder at top right.5. Select articles by ticking boxes. Click Export.6. Keep Direct Export in RIS Format selected,

click Save.7. Click OK on the Opening Delivery window.8. In the EndNote sidebar, click All References.

NOTES: Some databases may not export citations directly and may only download a “.ris” file. To export the

citation, open the file with Endnote. Many databases have the export to Endnote function but they all use different terms. Some examples

of the words used by popular databases include:“Send to”; “Export citation(s)”; “Export”; “Export/Save”; “Save”; “EndNote [button]”

6. EXPORT RECORDS FROM LIBRARYSEARCH - EXERCISE THREEExporting from LibrarySearch is best for items not usually found in databases such as books, DVDs, videos etc. To export records from LibrarySearch:

Search on your topic in LibrarySearch – e.g., “abnormal psychology”. Select the records you would like to save in Endnote by selecting the star next to each

record (‘Add to My e-Shelf’). Select ‘My e-Shelf’ at the top of the screen Select the records and, from the drop-down menu at the right of screen, select ‘Push to

Export RIS’ and click ‘Go’ - A pop-up appears that says ‘Import to Citation Manager’. Click ‘OK’. To export select Open with and select Endnote X6, and tick ‘Do this automatically…’ and

click OK.

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Note: Remember to check each record saved – LibrarySearch often duplicates the author when exporting, omits important information. This is a good habit to get into when exporting records.

7. SORTING REFERENCES WITH GROUPSGroups make it easy to break a large library into subsets for later viewing. A group simply points to a subset of references that already exist in the library.

Create a custom Group. Right click on My Groups or from the menu Groups > Create Group and name it after one of your topics. Custom Groups work on the ‘drag and drop’ method.

Create a new Smart Group. Right-click on ‘My Groups’ or from the menu Groups > Create Smart Group and name it after one of your topics. Set up a keyword search from your topic – this creates a group that will automatically add references if they have the word describing your topic in the citation.

8. USING ENDNOTE WITH WORD 2010 - EXERCISE FOUR1. Download sample Word document - From the Training tab on the library’s EndNote page,

click on the Training tab and right click on 'Information literacy' practice document (DOC, 20 KB) and save onto desktop (no need to rename).

2. Open sample Word document. Click on EndNote tab on toolbar.

3. Inserting reference in Word: Place your cursor where you want the in-text reference to appear.

From the EndNote tab in Word, click down arrow beside “Insert Citation button” ,

select “Find citation” and enter text (e.g. author surname), click “Find” and EndNote will list matching results.

Select the reference(s) you require and click “Insert”. The reference(s) will be inserted into the text of the Word document and a Reference List or Bibliography will be created the end of the document.

4. Select a citation in EndNote to insert in Word. In EndNote, click to highlight a reference.

Go to the Word document , place cursor where you want the in-text reference to

appear, click down arrow beside “Insert Citation button” .and select “Insert Selected

Citation(s)” .

5. Editing citations in Word: In Word, place cursor on in-text citation.

Click on Edit & Manage Citation(s) in EndNote toolbar. Enter a page number. Note: Page numbers will only appear if the Style allows it. e.g APA. Practise excluding author or year (Select these options from the “Formatting” drop-down

menu).

6. Changing styles in Word:

From Word, click the Format Bibliography button and select another style.

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If any references in EndNote are edited, changes you make won’t fix citations already in your Word document until you format the Bibliography. Click on “Update Citations and Bibliography . In this case, you are not changing the style, you are just refreshing the Word document to reflect editing changes in EndNote.

Important Note: Do not remove or delete a reference in Word using the delete key. Do the following: Place cursor in citation Right click > Edit Citation(s) > More… Select/highlight citation in list to remove/delete In Edit Reference dropdown window, select: Remove Citation

9. CONCLUSION AND FURTHER HELP Remember to keep a backup of the EndNote library as USB drives can be lost (File >

Save a Copy. Remember that the links to online resources from the ‘Help’ tab on the Library’s EndNote

page are useful. There are links to video tutorials that are typically very short, and FAQs on the endnote.com website that cover most questions.

The Brunswick and Swanston libraries offer drop-in sessions, which can be useful for students with a particular question.

Students can also ask for assistance related to this Basic Endnote session at the Reference desk at RMIT libraries or online via Ask A Librarian – rmit.edu.au/library/askalibrarian.

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