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    Introduction to Endnote X1 and Endnote Web Practical Workbook

    Medicine & Health Sciences Faculty Team

    Information Services

    University of Nottingham

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    Introducing EndNote

     EndNote is a reference database--it specializes in storing, managing, and searching for bibliographic references in your private reference library.

     EndNote is a bibliography maker--it builds lists of cited works automatically. Use

    EndNote to insert citations into word processing documents and later scan those documents for in-text citations to compile a bibliography in any format that you need.

     EndNote is an online search import tool--it provides a simple way to capture references from online bibliographic databases, library catalogues etc and import them directly into EndNote.

    The University of Nottingham has a site licence for Endnote and the software can be used via the Novell Applications Launcher on PCs in the libraries, Computing Centre and other Computer Rooms. If you use a University PC, you can install the Endnote software. Contact MHS-IT- [email protected] to make a request for the installation. For further information see For off-campus use a personal licence is required. Students can purchase a copy at for approximately £66.

    Contact details: Adept Scientific plc, Amor Way Letchworth Herts, SG6 1ZA. UK

    Tel: 01462 480055 Fax: 01462 480213 e-mail: [email protected] More information about Endnote and a free demonstration version can be obtained from the

    EndNote web site at

    mailto:[email protected] mailto:[email protected]

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    Introduction to the EndNote Library

    Start EndNote and use a sample library

    During the session, you will be using Endnote on the NAL. A sample Endnote Library has been made available, in order for you to practice using some of the features of Endnote

    1. From the NAL menu click Microsoft Office & Tools and then click on the Endnote X1 icon in the right hand box to start the package.

    2. Click on cancel, to open Endnote. Endnote needs to be open to enable access to the Sample Library

    3. Once Endnote is open, go to File >Open >Open Library 4. Browse to Endnote_examples on Apps2 5. Click on Paleo.enl and click on open. A message will inform you that you cannot

    save changes, click through this. 6. To be able to practice using the Endnote library you will need to save a copy of it.

    Go to File >Save a copy. Save the file to your personal space on the Z drive.

    Creating your own Endnote Library

    1. When opening Endnote for the first time, Endnote will automatically default to give you the option to „Create a new Endnote Library‟ Click on OK or choose to „Open an existing Endnote Library‟. You can set the default to open an existing library once you have created one.

    2. Type in a filename for your library eg Newrefs and save the file. 3. Start adding references to your new library. There are two ways of adding

    references:-  Typing in references manually  Importing references automatically from an online database

    Opening the Endnote program on your own PC

    1. Go to Start >Programs 2. Follow the instructions as above for creating your own Endnote Library

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    Create a New Reference Manually

    Choose New (Ctrl+N) from the References menu. An empty Reference window opens with the words "New Reference" displayed at the top. New references always appear as journal articles but can be changed to any other type of

    reference using the Reference Type menu at the top of the Reference window.

    Enter the information in the relevant fields: author, title, date etc. Move between fields by pressing Tab. No extra punctuation is entered into the reference; EndNote adds the necessary punctuation and text style changes to the references when it creates a bibliography.

    Close the Reference window by clicking the cross in upper right-hand corner of the window, or by choosing Close Reference (Ctrl+W) from the File menu. All information is automatically saved when you close a window. Your new reference should now appear in the Library window. You have now created a library by inputting references manually. The next set of exercises look at handling references in a library.

    Displaying references When you open a Library you see the Library window listing all of the references that the library contains.

    The parts of the reference which are displayed in this brief view are usually; author surname, year, title, reference type and URL. . If you highlight a particular reference and select the „Show preview‟ option in the bottom right hand corner of the screen, more detail is shown in the lower half of the window. You can browse through your reference library by using the scroll bar, the scroll arrows, or the Page Down, Page Up, Home, End, and Arrow keys .

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    Select & Open a Reference To work with specific references you must first select them in the Library window by double clicking on the required reference. The Reference window opens to display all of the information associated with the reference. This is where you enter or edit information for a reference. The citation information displayed at the top of the Reference window (eg. Veenema, 2001 #8) is used by EndNote to match citations in a word processed document to references in a library. (See using Endnote with a Word Processor on page 12).

    To view the rest of the reference, use the mouse to scroll down through the Reference

    window, or press the Tab key to move forward from one field to the next. Press Shift+Tab to move backwards through the fields. The window may also be resized by clicking and dragging the lower right window corner. To reposition the window, click on the title bar and drag the window to the desired location.

    Closing and saving a reference

    Close a reference by clicking the cross in the upper right-hand corner of the Reference window. You can also choose Close Reference (Ctrl+W) from the File menu. EndNote automatically saves all changes made to a reference when the Reference window is closed.

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    Search for a Set of References

    Choose Search...(Ctrl+F) from the References menu, use the Quick Search or click on the binoculars icon. Use the quick search to enter a keyword in or click on the binoculars to use the advanced search. Advanced search Type in a search term in the first search item field/box.

    Select where you want the search term to be found using the drop down menu next to Any Field, e.g., Any Field, Author, Title.

    To find references from 2000 or later, type „2000‟ in the second search box. Choose Year from the Any Field list box in the second search item box/field. Choose Is greater than or equal to from the third drop-down menu box. Search terms can be linked with AND, OR or NOT . The Add Field button allows you to add another search term to your search strategy, click More Options to locate this button. A new window will appear showing just the references which match the search.

    To return to the full set of references in your library, select All References from the Groups Panel.

    Print the Found References

    In order to print references as a standalone bibliography, first select a reference style (see Select Other Bibliographic Styles) eg Author-Date or Numbered. Highlight the references you wish to print out, using the Ctrl-Alt keys to select more than one reference.

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    Choose Print from the File menu. A standard print dialog will appear. Click OK to begin printing. Use the Print Preview option to review the format before printing.

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    Sort References

    References can be sorted from the display window. The references below are sorted alphabetically, but by clicking on the header (e.g. Year, Title) references can sorted.

    The Sort command can also be used to sort the references in the Library window.

    By default, the library window is sorted alphabetically by first author. To sort references by other fields, choose Sort References from the References menu.

    Use the drop-down menus to choose the field(s) to be used for sorting. Click on the button to the right of the field to specify ascending or descending order. Click OK to sort.

    Sort by author, year or title by

    clicking on the header

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    Organise your references using groups You can assign references into different groups to help you to organise your Endnote Library. For example if you want to group all your references for Chapter 1 of your t

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