Dissertations Using Word &

EndNote

Citations and Reference Lists

AU & APA Style & Formatting

Leadership Roundtable Conference

Wednesday, July 21, 2004

By David Heise

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Introduction

Experience with EndNote?What versions?Whereabouts in Dissertation Process?

Conventions used in the notesWorkshop Outline

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Conventions used in the Notes

Copies of the slides have logo and shaded background.

Some features will be demonstrated as part of the presentation.

Occasionally, an important point is highlighted in turquoise, e.g.,

Hands-on activities are indicated by using a gold font and by the word Activity in the notes.

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Outline

1. Using EndNote --- Break ---

2. Using the Dissertation Template --- Break ---

3. Using Word With EndNote

4. Other Resources

5. Advanced EndNote Topics (optional)

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1. Using EndNote

Introduction Using EndNote

1. Getting Started2. Customizing Initial Settings3. The Library Window4. Entering Data Manually5. Importing Data6. Searches7. Advanced Topics

1. Using EndNote

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Why do I want it?

To build a searchable and categorized database of all my references

To record the bibliographic information required for reference lists

To import bibliographic information from online searches

To format and maintain my citations and reference lists in documents I create

1. Using EndNote – Introduction

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Where can I get it?

Endnote Student Edition 8.0 (just released)ITS Computer Store - $94.50

Call David Susens on 471-6016

Amazon.com - $94.99 plus shipping (v7.0)

Important Note!Important Note!Version 8 has a new file format. Prior versions cannot read a library that has been converted to v8.

1. Using EndNote – Introduction

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Using EndNote

1. Getting Started

2. Customizing Initial Settings

3. The Library Window

4. Entering Data Manually

5. Importing Data

6. Searches

7. Advanced Topics

1. Using EndNote

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1.1 Getting Started

1. What is EndNote?2. Installing the macros and toolbar

3. What is a library? Eg, Competencies, Dissertation

4. What is a “Reference Type”? Eg, Book, Journal Article, Electronic Source

5. Create a Library6. Import entries into a Library1. Using EndNote

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1.2 Customizing Initial Settings

1. Set the default Library

2. Set default Reference Type

3. Create Custom Fields

4. Set display font size

5. Set columns to display

1. Using EndNote

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1.3 The Library Window

1. The Library Window

2. Previewing References

3. Sorting the library entries

4. Navigating in the Library Window

1. Using EndNote

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1.4 Entering Data Manually

1. Adding a new reference Enter a book

2. Rules on author and editor names General Rules Using “et al.”, etc. Anonymous works Corporate authors Complex author names

1. Using EndNote

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1.5 Importing Data

We’ll come back to these at the end.Chose an online databasePerform a searchTag the records of interestClick Export if it is available for direct importElse click E-mail and import via a filter

1. Using EndNote

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1.6 Searches

Sorting by columnTyping first letters of sorted column<Ctrl>F or click ‘binocular’ iconIn Word, click ‘magnifying glass’ icon

1. Using EndNote

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1.7 Advanced Topics

We’ll come back to these at the end.Custom fieldsCustomizing import filters“Massaging” data files to conform to a filter

formatImporting Reference DataCustomizing output styles

1. Using EndNote

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Using EndNote

1. Using EndNote

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EndNote Resources

http://www.endnote.comhttp://www.endnote.com/support/ensupport.aspWebsite for this Workshop

http://www.andrews.edu/LeaderPart/toolkit/EndNote/index.htm _

Email dheise@andrews.edu

--- Short Break ---

1. Using EndNote

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2. Using the Dissertation Template

1. Introduction

2. General notes on using Word

3. Getting Started

4. Applying the Styles

2. Using the Dissertation Template

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2.1 Introduction

Use the template from the START!Use the template from the START! The template is helpful for complying with the AU Standards

for Written Work.(10th edition available on the Graduate Studies web site http://www.andrews.edu/GRAD/style.html).

EndNote helps with the APA formatting of citations and references lists, but you still need to read the APA manual for other formatting and style help.(http://www.apastyle.org/)

The template contains some example boilerplate text. Consult your Dissertation Chair for examples applicable to your research. (See Shirley Freed’s qualitative examples athttp://www.andrews.edu/~freed/resources_qdtations.html)

2. Using the Dissertation Template

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2.2 General Word Notes

Activities:

1. Turn Automatic Formatting On or Off

2. Show All Commands (in dropdown menus)

3. Make the Show/Hide button visible

4. Make the View Field Codes button visible

5. Vertical Spacing in Word

6. Applying the Styles

7. Page Numbering and Sections in Word2. Using the Dissertation Template

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2.3 Getting Started

Activities:

1. Download and Save the Template

2. Create a New Dissertation Document Using the Template

3. Attach the Template to an Existing Dissertation Document

2. Using the Dissertation Template

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2.4 Applying the Styles

Activities:

1. Abstract Title Page

2. Abstract Pages

3. Dissertation Title Page

4. Copyright Notice

5. Approval Page

6. Dedication Page

2. Using the Dissertation Template

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2.4 Applying the Styles (cont)

Activities:7. Table of Contents – General Notes8. Inserting a Table of Contents9. Setting Leader Dot Spacing for Table of Contents10. Inserting Roman Numeral Chapter Numbering in TOC11. List of Tables12. List of Figures/Illustrations13. Acknowledgements14. Chapters15. Tables and Figures2. Using the Dissertation Template

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2. Using the Dissertation Template

2. Using the Dissertation Template

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Formatting Resources

AU Standards for Written Workhttp://www.andrews.edu/GRAD/pdf/sww10.pdf _

AU Dissertation style and format tipshttp://www.andrews.edu/GRAD/style.html

APA Style Manual & Tipshttp://www.apastyle.org/

Website for this Workshophttp://www.andrews.edu/LeaderPart/toolkit/EndNote/index.htm _

Email dheise@andrews.edu

--- Short Break ---

1. Using EndNote

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3. Using Word With EndNote

Activities:

1. Finding and inserting a citation

2. Modifying the citation text

3. Formatting the Reference List

4. Refreshing EndNote links

3. Using Word With EndNote

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3. Using Word With EndNote

3. Using Word With EndNote

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4. Other Resources Dissertation Completion Plan Spreadsheet

http://www.andrews.edu/leaderpart/toolkit/DissPlan.xls _ Dissertation Committee & Topic Approval

http://www.andrews.edu/leaderpart/Forms/DissComRequest.pdf _ Readiness of Dissertation for Defense

http://www.andrews.edu/leaderpart/Forms/DefenceReady.pdf _ Dissertation Proposal and Oral Defense Report

http://www.andrews.edu/leaderpart/Forms/DissPropOralDefense.pdf _ Office of Scholarly Research

http://www.andrews.edu/GRAD/OSR/ AU Standards for Written Work

http://www.andrews.edu/GRAD/pdf/sww10.pdf _ AU Dissertation style and format tips

http://www.andrews.edu/GRAD/style.html APA Style Manual & Tips

http://www.apastyle.org/

4. Other Resources

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5. Advanced EndNote Topics

Activities:Importing Data (1.5)Other Advanced Topics (1.7)