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1 QUT Library EndNote Essentials

2 What is EndNote? Your references and referencing styles manager Software that allows researchers to find, import, export, store, organise, and use references to information sources A client program to create files of references called EndNote Libraries Storage with references for full text PDF, figures, pictures, tables, etc. Your research database of academic and professional literature

3 Objectives On successful completion of this course you should be able to: Open an EndNote library and view and sort references Search for references within a library Select and retrieve a bibliographic style Create a new EndNote library and add references manually Add database records to a library via Direct Export Attach files to an EndNote reference Open and annotate a pdf attachment Add a reference and pdf using the pdf import filter Organize references using Groups Insert citations into a Word document and edit citations Format a bibliography within a Word document Create an independent bibliography Backup your EndNote library

4 Obtain and install EndNote To install on your QUT desktop or laptop Backup your EndNote libraries and any customised styles to an alternative location Uninstall current version of EndNote Self-install from the QUT network using ITAssist (Windows 7). If you have Administrator Rights to the computer you may also use download or CD options. To install on your own desktop or laptop Follow instructions on the IT Services software downloads page Borrow the CD from the Library, OR Download link on the Library EndNote website ►

5 Open an existing Library From within EndNote: 1. Click on File > Open 2. Select a previously used Library from the drop-down menu OR Click on Open Library to locate Libraries saved in other locations From within Word: 1. Select the EndNote X7 tab 2. Click on to open EndNote and select your Library 1 2 1 2

6 View references 1. The selected reference displays in the Reference panel on the right Alternatively, double click on a reference to open to a full screen 2. Click on the double arrow to Hide/Show Empty Fields Click to select data fields, edit as needed Tab to the next field 2 1

7 To quickly find a reference by Author, Year or Title: 1. Click any column heading to sort. Repeat to reverse order (e.g. Year) 2. Start typing to browse your library by column heading (e.g. ‘2000’) Sort and Quick Browse

8 Search a Library Use the Search panel at the top 1. Select the field that you wish to search e.g. Any Field 2. Enter search terms 3. Click on Search Search results display 4. Click on All References to return to the full list 12 4 3

9 Select a Bibliographic Style 1. Select the style of your choice from the drop-down menu Use Select Another Style.. If your style is not listed 2. Click on the Preview tab to display the selected reference in the style you have chosen

10 If the style you need is not already displayed for selection : 1. From the same drop-down menu, Choose: Select Another Style 2. Search or Browse for your style 3. Double-click to select it 1 2 Retrieve a Bibliographic Style 3

11 1. From the EndNote toolbar, go to File > New A New Reference Library window will open prompting you to save 2. Name your new Library and save it 3 Create a new Library

12 1. On the toolbar, Click-on the New Reference icon OR Click ‘References’ and Select ‘New Reference’ 2. In the New Reference select a required Reference Type 2 Enter References manually

13 Options for Personal Name: Comma after a corporate author: Smith, F. Amnesty International, Smith, Frank Frank Smith (no comma) If there is no author, leave blank (do not enter ‘anonymous’) Use a new line for each author Enter author names

14 Enter titles on a single line without hitting enter Enter the full journal title (no abbreviation) Leave out a full-stop at the end of a title Ensure there are no blank spaces after the title string Capitalise as you would like it to appear in your bibliography Enter titles

15 Enter data in other fields Publication Year Enter four numbers e.g. 2013 Page Numbers Can be entered complete e.g. 142-149 or abbreviated e.g. 142-9 Edition Enter 1 st not 1 URLs Include the start of the URL e.g. http:// Label Assign custom tags for searching your records e.g. unit codes, assessment items Research Notes Store personal notes, quotes etc.

16 1. Select and save: In the list of results, under relevant individual results, click: + Folder 2. Open saved results: At the right of the screen, click: Folder View Export from EBSCOhost

17 ►Tick the boxes next to results that you wish to export 3. Export references by Clicking the Export icon Export from EBSCOhost

18 Confirm Direct Export to EndNote is selected ►Click: Save. Export from EBSCOhost

19 IE: In the file download box Select Open In Firefox: Export from EBSCOhost

20 2 3 1. Do a search in the database 2. Tick the records you wish to export 3. Click on View Selected Articles 4. Click on Display Options Select Full Article/Report plus Indexing Export from Factiva 4

21 5 5. Click on Format for Saving Select Article Format 6. Click on File > Save As (Internet Explorer) Change to a.txt file Factiva.txt Export from Factiva 6

22 2 1 1. Import File: Click on Choose Locate and select file Factiva.txt 2. Import Option: Select Other filters from the drop down menu Find the database name and relevant database provider Select Factiva (DJ) Click on Choose 3. Click on Import Export from Factiva 3 Extra steps for Factiva – You have a.txt file You now need a FILTER In EndNote: Choose File > Import or click on

23 2 Export from Google Scholar: Set up 2. For Bibliography Manager, from the drop-down menu select: EndNote ►Click Save Preferences 1. Click on Settings 1

24 1 Export from Google Scholar 1. Under relevant result, click: Import into EndNote 2. In the File Download box, click: Open 1 2

25 2 3 1. Do a search in the database 2. Tick the records you wish to export 3. Hover mouse over Export/ Save 4. Select EndNote... from the drop down list Export from ProQuest 4

26 In the Export/Save box : 5. Click on Continue Export from ProQuest Open with EndNote X7.. Select OK (Firefox) 6. Select Open (Internet Explorer)

27 1. Select and save: In the results list, next to individual results, tick to select Import from databases: PubMed

28 2.From the Send to drop-down menu In the Choose Destination box, select Citation Manager, then click on Create File Import from databases: PubMed

29 Import from PubMed In IE: EndNote automatically opens and imports record In Firefox :

30 1. Next to relevant search results, click on the Save icon 2. Click to open your Folder of saved items Export from Quick Find 1

31 3. In your Folder of saved items, click on Select EndNote from the drop-down menu 4. Select Open (Internet Explorer) Export from Quick Find 3 4

32 Export - Check your References Check your references for accuracy and completeness 1. Check in Preview for accuracy 2. Display Reference (Double-click to open in a full window) 3. Make any necessary changes

33 1. Locate a pdf file relating to a reference in your Library 2. Add that file to the reference Drag & drop onto the reference in the Library or Right click on the reference to select or Open a reference, drag & drop into the File Attachments field HINT Enable automatic renaming of pdf files as you import them Select Edit > Preferences > PDF Handling Choose your preferred option Add a file to a reference

34 Try the Find Full Text function in EndNote First you need to Configure EndNote 1. Select Edit > Preferences > Find Full Text 2. Tick all boxes and enter the following URLs Open URL path: Authenticate with: Add a file to a Reference There is a comprehensive FAQ on the Library website

35 Run Find Full Text 1. Highlight references 2. Select References > Find Full Text > Find Full Text OR click on 3. Click OK for the copyright and usage notice Monitor progress in the Find Full Text group set at the bottom of the Groups panel A paperclip icon appears as each new pdf is found and attached Add a file to a Reference Found pdfs for 4 out of the 5 titles selected!

36 1. Click on the PDF Viewer tab in the Reference panel 2. Click on to open your document in the PDF Viewer 3. Highlight text Add sticky notes Hint: Right click highlighted text or the sticky note and select Delete annotation if you change your mind 4. Save changes made Click on again to close 2 1 Open & annotate a PDF attachment 3

37 1. Import File: Click on Choose Locate and select your pdf file 2. Import Option: Select PDF from the drop down menu 3. Click on Import The imported reference and attached pdf will display 2 1 Add a reference using a PDF document 3 You have a pdf document with a correctly formatted DOI Use EndNote to create a reference for this pdf In EndNote: Choose File > Import > File or click on

38 Create a Group Set for your broad subject area 1. In the Groups panel Right click and select Create Group Set 2. Name your group set Sort references into Groups

39 Create a Group 1. In the Groups panel, right click and select Create Group 2. Name your group 3. Transfer selected references into the group Drag & drop OR right click, select Add References To, select group Sort references into Groups 1 2 3  References can be added to more than one group  References deleted from a group remain in your Library  References deleted from your Library are deleted from all groups

40 Create a Smart Group 1. In the Groups panel Right click and select Create Smart Group 2. Name your group Enter search terms Click on Create A Smart Group is created Search results are saved into this group Sort references into Groups 1 Any changes made to your Library are checked against this search query If there is a match, the references are automatically added to the Smart Group 2

41 1. In your document, place the cursor where you want the citation to appear 2. Click on the EndNote tab in Word to display the EndNote commands 3. Click on Insert Citation > Insert Citation 4. Enter search terms and click Find 5. Select desired reference Click Insert Note: Insert drop-down options Find & insert an in-text citation

42 1. In your document, place the cursor where you want the citation(s) 2. In EndNote, highlight the reference(s) that you wish to insert Note: Select multiple references by holding down the Ctrl key 3. Insert selected citation(s) In EndNote: Click on the Insert icon OR In Word: Click on Insert Citation > Insert Selected Citation(s) Insert an in-text citation from EndNote 2 3 3

43 Edit citations In Word, right-click on an in-text citation and select: Edit Citation(s) > More ►Add Prefix: as cited in ►Add Pages: 23 Click OK Click on the Edit Reference button Select Remove Citation to delete from your Word document

44 Change bibliographic styles in Word Expand the Style drop-down menu to select another style Choose Select Another Style if your style is not shown

45 1. Select desired references and select desired style 2. Right-click and choose Copy Formatted 3. Paste selected references into your Word document Quick Bibliography in Word

46 Compressed libraries help in creating back-up copies and sharing libraries. 1. With your Library open, from the toolbar at the top, Select File > Compressed Library Compressed Libraries: Ensure all relevant files are backed up Compress the Library (.enl file) and its attached files into a single file to save (.enlx file) Decreases file size Allows you to move your Libraries safely Back up and move Libraries

47 2. Apply any extra desired conditions or just click Next 3. Save in a safe location Back up and move Libraries 2

48 Resources QUT Library EndNote Help QUT Library EndNote EndNote Guide In Windows: Start > All Programs > EndNote > Help >Getting Started Guide EndNote site support

49 Ask A Librarian In person at the Library Desk, online Chat, Phone, Email, Your Liaison Librarian EndNote software installation QUT IT Helpdesk 31384000 QUT Library Support and contact

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