EndNote Tutorial Martin Graham

1. EndNote TutorialMartin Graham Why & How

2. 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

3. Why Bother? • EndNote has a learning curve to start with – hence this tutorial • So PhD students start off hand-referencing… • But eventually wish they’d learnt EndNote • So you might as well start now

4. Why Bother? • 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

5. 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

6. INPUT STYLE REF SOURCES ENDNOTE WORD • ADD REFERENCES • RESTYLE DYNAMICALLY • CONNECTIONS • FILTERS • BY HAND • STORE IN .enlLIBRARY FILE • CAN HAVE MULTIPLE LIBRARIES Basics • Fundamentally TWO Operations • Input References into EndNote • Output References from EndNote (to Word)

7. ENDNOTE • 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 • Libraries can be searched, filtered and sorted by reference record fields • Author • Keywords • Date • etc

8. 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… INPUT REF SOURCES ENDNOTE • CONNECTIONS • FILTERS • BY HAND

9. 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 INPUT REF SOURCES ENDNOTE • CONNECTIONS • FILTERS • BY HAND * Dependent on the browser you use and file associations being set up correctly etc etc etc…

10. 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 INPUT REF SOURCES ENDNOTE • CONNECTIONS • FILTERS • BY HAND

11. 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 INPUT REF SOURCES ENDNOTE • CONNECTIONS • FILTERS • BY HAND

12. STYLE ENDNOTE WORD • ADD REFERENCES • RESTYLE DYNAMICALLY • STORE IN .ENL LIBRARY FILE • CAN HAVE MULTIPLE LIBRARIES 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

13. STYLE ENDNOTE WORD • 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)

14. STYLE ENDNOTE WORD • 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

15. STYLE ENDNOTE WORD • 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

16. 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 

17. A link • http://www.dcs.napier.ac.uk/~marting/EndnoteLinks.html