EndNote Tutorial Martin Graham

Why & How

What is EndNote?

EndNote is Bibliographic Management software that integrates with MS Word– and OpenOffice to some extent

i.e. these bits in your reports & papers

EndNote has a learning curve to start with – hence this tutorial

So PhD students start off hand-referencing…

Why Bother?

Paper Type References To put in order..

Conference Paper 13 37 comparisons

Journal Paper 31 124

1st yr Report 88 461

PhD Thesis 240 1713

But eventually wish they’d learnt EndNote So you might as well start now

In the short-term (a single paper) Dynamic and consistent styling and ordering of references

– Harvard Chicago in a click– All Journal references etc laid out identically– Switch ordering from alphabetical by author to order of occurrence in text

Auto-formatting with EndNote’s Cite-As-You-Write plug-ins for Word + OO

Why Bother?

Why Bother?

In the long-term, using Endnote allows you to– Build up a reference collection that can be used in

later papers and your final thesis– Input further references relatively painlessly– Share references through libraries / EndNote Web

The longer the papers you write, and the more papers you write, the more you will benefit

Basics

Fundamentally TWO Operations– Input References into EndNote – Output References from EndNote (to Word)

ENDNOTE WORDREF

SOURCES

STYLEINPUT

• CONNECTIONS

• FILTERS

• BY HAND

• ADD REFERENCES

• RESTYLE DYNAMICALLY• STORE IN .enl LIBRARY FILE

• CAN HAVE MULTIPLE LIBRARIES

Endnote Libraries

EndNote itself– References are stored in files (.enl suffix) known as libraries– Can have multiple libraries

I have one for Visualisation refs And one for Taxonomy/ecology refs

ENDNOTE

• STORE IN .enl LIBRARY FILE

• CAN HAVE MULTIPLE LIBRARIES

Libraries can be searched, filtered and sorted by reference record fields

– Author– Keywords– Date– etc

Input by Connections

Allow you to connect to other institutions’ libraries and download references

– Tends to be only books & PhD theses– Many non-university sources ask for username / password

combinations… my ATHENS info gets me nowhere…

ENDNOTEREF

SOURCES

INPUT

• CONNECTIONS

• FILTERS

• BY HAND

Input by Filters

Typically, for journal and conference papers we search a digital library such as ScienceDirect or Ingenta

– Then import the search results into EndNote (look for an “Export” link or button)

– Most DL’s now generate a file format EndNote recognises and knows the correct filter for* – just pick the library to import into

ENDNOTEREF

SOURCES

INPUT

• CONNECTIONS

• FILTERS

• BY HAND

* Dependent on the browser you use and file associations being set up correctly etc etc etc…

Input by Filters

Other sources give you a text file with references in– Problem is there are hundreds of possible formats and a

corresponding number of input filters– Tip: Try common formats (RIS, Endnote Import). If this

fails then look for a name match with the ref source– Cut’n’paste references into correct library if necessary

ENDNOTEREF

SOURCES

INPUT

• CONNECTIONS

• FILTERS

• BY HAND

Input by Hand

As it says…– Fill in the details by selecting a ‘New’ reference– Time-consuming but sometimes necessary – for occasional

references often quicker if you have the paper at hand than the previous methods

– Often need to fill in the gaps or correct errors in references imported by other methods

ENDNOTEREF

SOURCES

INPUT

• CONNECTIONS

• FILTERS

• BY HAND

Adding EndNote Refs to Word

Adding references to a word document– Select the references in Endnote and either

In EndNote: Tools Cite While You Write Insert Selected Citations In Word 2007: Ribbon EndNoteX3 Insert Selected Citations

– References inserted at cursor point in word document

ENDNOTE WORD

STYLE

• ADD REFERENCES

• RESTYLE DYNAMICALLY

• STORE IN .ENL LIBRARY FILE

• CAN HAVE MULTIPLE LIBRARIES

Restyling References in Word

Reformatting your references is one of the main strengths of EndNote

– EndNote: Tools Cite While You Write Format bibliography– Word: Ribbon EndNote X3 Format bibliography

And select a style option

– Word document will then use style information to re-format citations and re-order the reference list (by position in text, author name etc)

ENDNOTE WORD

STYLE

• ADD REFERENCES

• RESTYLE DYNAMICALLY

• STORE IN .ENL LIBRARY FILE

• CAN HAVE MULTIPLE LIBRARIES

Styles - Basic

To make more styles available, go to Edit Output Styles Open Style Manager and check (tick) the styles you want

Edit Preferences Folder Locations allows you to set folder locations for styles etc other than the shared network drive

– This is important if you wish to edit or tweak the styles or build a style of your own, changes won’t be saved to a network drive

– Tip: Cut’n’paste your most used styles to your own folder - faster

ENDNOTE WORD

STYLE

• ADD REFERENCES

• RESTYLE DYNAMICALLY

• STORE IN .ENL LIBRARY FILE

• CAN HAVE MULTIPLE LIBRARIES

Styles - Advanced

To edit a style, usually because the exact one you need isn’t out there already, select Edit Output Styles Edit <style>

– Citation Templates, and Bibliography Templates, contain the templates for each reference type (journal, conference, book etc)

– As the previous slide said, can only save changes if you’ve moved location of your Style folder to a location under your control

ENDNOTE WORD

STYLE

• ADD REFERENCES

• RESTYLE DYNAMICALLY

• STORE IN .ENL LIBRARY FILE

• CAN HAVE MULTIPLE LIBRARIES

Remember

EndNote just stores and then outputs the data you input

– It won’t automatically fill in gaps or correct errors in poor reference records

– It won’t read the papers for you

A link

http://www.dcs.napier.ac.uk/~marting/EndnoteLinks.html