EndNote X5 for Beginners - Handout

Welcome to the class. Please turn on and log on to a computer.

This 90 minute session comprises:

1. Introduction2. Learning outcomes3. Opening the EndNote program4. Manual input of records - EXERCISE ONE5. Formatting styles in EndNote6. Direct Export of records to EndNote - EXERCISE TWO 7. Using EndNote with Word 2010- EXERCISE THREE8. Importing database records via a filter - EXERCISE FOUR9. Searching Library catalogues with EndNote - EXERCISE FIVE10. Conclusion and further help

1. Introduction

This is a beginner’s session ONLY. The EndNote website, Getting Started Guide and Manual, or the EndNote forum address advanced questions.

2. Learning outcomesBy the end of this session you will be able to:

Create an EndNote library. Manually add records to an EndNote library. Change formatting styles. Use EndNote with Word. Insert records into an EndNote library via a library database or catalogue. Know how to get further help with EndNote.

3. Opening the EndNote program EndNote is already loaded on RMIT computers – Start/Programs/EndNote/EndNote Program.

Your own copy can be obtained via download, http://www.rmit.edu.au/library/endnote or via purchase of CD at Computer lab Building 8, level 3, or borrow a CD to copy from the Service Desk at the Bundoora Library.

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

4. Manual input of records - EXERCISE ONE

1. Open a new library (File/New), then open a new reference (References/New Reference or

click button).2. Choose a reference from the list on the next page and select the correct template e.g. journal

article, book, web page.3. 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).

4. Repeat for another reference.

List of references to practice manual entry:1 Prepared by RMIT University Library 24/05/2023

www.rmit.edu.au/library/endnote

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/>.

Tips- Enter authors consistently.- List author last name (family/surname) first and follow with a comma.- 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.- Sentence case for journal article titles.- Enter some keywords for searching later.

5. Formatting styles in EndNote

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 on non-RMIT computers 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

only available from the library EndNote page under the Additional Downloads tab. Downloading instructions are included on this web page.

2 Prepared by RMIT University Library 24/05/2023www.rmit.edu.au/library/endnote

6. Direct Export of records to EndNote - EXERCISE TWOMany of the major databases allow this feature including: Science Direct, ProQuest, Expanded Academic, EbscoHost, Informit, Scopus, Web of Science and Emerald.

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

1. Navigate from library homepage to Science Direct.

2. Do a search on ‘Genetically modified food’.

3. Mark a few records and select ‘Export citations’.

4. Under ‘Content format’ select either option. Leave ‘Export format’ as ‘RIS format (for Reference Manager, ProCite, EndNote)’ selected.

5. Click ‘Export’.6. In the EndNote sidebar, click ‘All

References’.

1. Navigate from library homepage to EBSCO Business Source Complete.

2. Do a search on ‘Global financial crisis’.3. Mark items by clicking the ‘Add to folder’

link below each article.4. Click the link at the top called ‘Folder’5. Select articles and click on the ‘Export’

button.6. Leave “Direct Export in RIS Format (e.g.

CITAVI, EasyBib, EndNote, ProCite, CITAVI, Reference Manager, Zotero)” selected and click Save.

7. In the EndNote sidebar, click ‘All References’.

7. Using EndNote with Word 2010- EXERCISE THREE

1. Download sample Word document - From the library 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” .and

select “Find citation” and enter identifying 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).

3 Prepared by RMIT University Library 24/05/2023www.rmit.edu.au/library/endnote

6. Changing styles in Word:

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

8. Importing database records via a filter - EXERCISE FOUR

Not every database allows direct export, and in cases when it’s not, you need to use a filter. This involves: downloading a text file (.txt) of one or more records from a database, then

importing the file into EndNote through a filter. The filter, which is specific to the database and platform the records come from, interprets the file and tells EndNote how to construct the reference. If the wrong filter is used, you may end up with the author in the title field and so on.

It is important to match database AND platform when choosing a filter. Other filters not in the EndNote list can be downloaded on non-RMIT computers via Edit/Import

Filters/Open Filter Manager then click on Get More on the Web.

PubMed example

1. Access PubMed.1. Perform a search on ‘pathogens biological warfare’.2. Mark a few records.3. In the top right of the screen click “Send to” and choose the “File” option. From the Format

drop down menu, select MEDLINE, then click on “Create File”.4. Save as a text only file. (as this is a temporary file, you can save it to your desktop)

5. Go to your EndNote Library and click the Import icon or “File/Import/File”. 6. Select “Choose” from the dialog box and select the pubmed_results.txt file. Click “Open”.7. From the drop-down menu at Import Option select “Other Filters…”8. Select “PubMed (NLM)” and click “Choose”.9. Then click “Import”.10. In the EndNote sidebar, click “All References”.

9. Searching Library catalogues with EndNote - EXERCISE FIVE

The RMIT Library catalogue can be searched from EndNote and search results can be added directly to your EndNote Library.

For your own computer or laptop you will need to download the RMIT_University_Library connection file from the Library EndNote page (Additional Downloads tab).

The online search feature is best used for catalogue searches and not databases (as passwords are not available).

1. In EndNote, click on the toolbar - “Online Search button”. 2. From the Choose a Connection dialog box, highlight RMIT_University_Library and click

Choose.3. In the lower half of the EndNote Library and the tab Online Search – Library Catalogue at

RMIT University, change the drop-down menu to Keyword Anywhere and enter the phrase “genetic techniques” into the top search box and click Search.

4. You can choose to view a limited number of results by changing the range e.g. 1 through 20, then click OK.

5. These will download automatically into your EndNote Library.4 Prepared by RMIT University Library 24/05/2023

www.rmit.edu.au/library/endnote

6. Before doing another search, look at the list of results and delete any references you don’t want, as it will be more difficult to identify these within the full list of references at a later time. (To remove duplicates, click on ‘References’, ‘Find Duplicates’, then Click on 'Keep This Record').

7. In the EndNote sidebar, click ‘All References’.

10. Conclusion and further help Remember to keep a backup of the EndNote library as USB drives can be lost (File/Save a

Copy). The library EndNote page has links under Help tab. You will be sent via email a Survey Monkey form asking for feedback on this class. Please

complete this for us.

5 Prepared by RMIT University Library 24/05/2023www.rmit.edu.au/library/endnote