WORKING WITH ENDNOTE X7

©The University of the West Indies Mona Library

MILU

Why EndNote?

EndNote is the leading bibliographic software product on the market and can be used to:

search for literature develop a personal library of

references create and format citations for

papers and publications

Learning Outcomes

At the end of the session you should be able to:• create your own EndNote ‘Library’• add references to your EndNote library manually

• transfer references from databases to your EndNote Library using “direct export ”

• use “Cite while you Write” commands to add references from your EndNote Library to your Word document

• attach full text documents and images to references• delete references from your library

Creating an EndNote ‘Library’

1. Click on EndNote Program icon2. Cancel ‘Create a new free Endnote Web Account’3. Click ‘File’4. Click ‘New’5. Name your file and click ‘Save’6. From drop down menu select your citation style, e.g.

MLA7. To change citation style, scroll to style desired or do

‘Quick Search’

8.Write the name of the style then click ‘Enter’9. To add references click this icon 10. Then select Reference Type e.g. book 11. Click in each Field e.g. Author12. Enter data for references into the various fields.

Activity : Enter your first reference [book] in your Endnote Library by typing the bibliographic information into the appropriate fields

Format for Entering Names, Titles etc. in EndNote Library

Saving and Adding References Save by closing New Reference ( small

black X at top right hand corner of screen)

To add another reference, click on this icon ((New Reference)

Activity : Add the other references to your EndNote

library.

Transferring References from Databases

You can transfer references from a database into your EndNote library without having to manually type in each record. 

One way is Direct Export from a Database

1.Search database2.Add the references to be savedto your folder

Direct Export from a Database

3. Click on folder to open 4. Select records5.Click on Export

6. Select the Direct Export option7.Save to your EndNote library 8. Click on ‘unfiled’ to merge references

http://www.newcastle.edu.au/service/library/tutorials/endnote/databases/export1.html

Activity: Search a database and export references to your EndNote library.

Check References

Open your Endnote library to check that your records were successfully imported.

Click on ‘Unfiled’ to merge references (will now be in one alphabetic file)

Cite While You Write

Open Microsoft Word 2007 Click on EndNoteX3 in the ribbon at top

right Begin to type your document To insert a reference in the text, click EN

from EN taskbar to go to your EndNote library

Select (highlight) the appropriate reference from your EndNote library

It’s Magic! Click on this icon to insert citation. The

citation will be inserted in the text at that point and, at the same time, a full reference will be added at the end of your document

To return to word click on this icon You may need to edit citation to conform to

in-text citation standards.http://www.newcastle.edu.au/service/library/tutorials/endnote/getstarted/page2.html

Activity: Type the short paragraph given and insert references from your EndNote library into your document at the places indicated.

To edit citation click on ‘Edit Citation (s)’. To remove authors name Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear

Click the box to the left of Exclude author, then click OK.

Edit Citations

To omit the year of publication: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear. Click the box to the left of Exclude year, then .

To add page numbers: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear

Type the page numbers in the Suffix box, ensuring that a space is included before the pages (to separate the page numbers from the citation), then click

Edit Citations (contd.)

To insert text before a citation: Click within the citation in the Word document, then select Edit Citation . The Edit Citation Window will appear.

Type the text to be added before the citation in the Prefix box, ensuring that a space is included at the end of the text (to separate the added text from the citation), then .

Edit Citations (contd.)

Attaching Full Text Documents and Images

Open your Library Highlight a reference in your Library window Select References then File Attachments then

move cursor across to Attach File

Select the file you wish to attach then click Open (A copy of your file will be copied to the Data/PDF folder which accompanies your Library and an icon will appear in the Link to PDF field in the Reference Window

You may attach as many as 45 files to each reference using Attach File

Deleting References To delete a citation: Click within the citation in the Word document, then select Edit

Citation . The Edit Citation Window will appear Highlight the citation to be deleted from the left-hand pane, click ,

Remove then click OK. EndNote removes the in-text citation and automatically updates the list of references.

You must be sure that you want to delete a reference from your Library because:

each record in your Library is assigned a unique record number which is used when you insert references from your Library into your Word document.

Therefore you must not delete any references from your Library which you may have used in your Word documents.

If you delete any references from your Library which you have used in your Word document and you need to reformat the references later in that document you will not be able to do so.

Therefore you should be cautious when deleting duplicate references from your Library

YOU DID IT!!!

Manage Your EndNote Library If you want to customise your Library, that is:

set a default library to open whenever EndNote is opened create customised fields to store quotes, course codes, etc change the Library Window display add text to multiple references simultaneously change EndNote fonts change the default Reference Type

Search the content of an EndNote Library Use Term Lists to improve consistency and accuracy in your

Library Make a back up and compressed copy of your library.

Check this website for an online tutorial to learn how!

http://www.newcastle.edu.au/service/library/tutorials/endnote/managing/index.html