Dissertations Using Word & EndNote Citations and Reference Lists AU & APA Style & Formatting Leadership Roundtable Conference Wednesday, July 21, 2004 By David Heise

2 Introduction Experience with EndNote? What versions? Whereabouts in Dissertation Process? Conventions used in the notes Workshop Outline

3 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.

4 Outline 1. Using EndNote --- Break Using the Dissertation Template --- Break Using Word With EndNote 4. Other Resources 5. Advanced EndNote Topics (optional)

5 1. Using EndNote Introduction 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

6 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

7 Where can I get it? Endnote Student Edition 8.0 (just released) ITS Computer Store - $94.50 Call David Susens on 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

8 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

9 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 Library 6. Import entries into a Library 1. Using EndNote

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

The Library Window 1. The Library Window 2. Previewing References 3. Sorting the library entries 4. Navigating in the Library Window 1. Using EndNote

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

Importing Data We’ll come back to these at the end. Chose an online database Perform a search Tag the records of interest Click Export if it is available for direct import Else click and import via a filter 1. Using EndNote

Searches Sorting by column Typing first letters of sorted column F or click ‘binocular’ icon In Word, click ‘magnifying glass’ icon 1. Using EndNote

Advanced Topics We’ll come back to these at the end. Custom fields Customizing import filters “Massaging” data files to conform to a filter format Importing Reference Data Customizing output styles 1. Using EndNote

16 Using EndNote 1. Using EndNote

17 EndNote Resources Website for this Workshop __ --- Short Break Using EndNote

18 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

Introduction Use the template from the START! The template is helpful for complying with the AU Standards for Written Work. (10 th edition available on the Graduate Studies web site ). 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. ( The template contains some example boilerplate text. Consult your Dissertation Chair for examples applicable to your research. (See Shirley Freed’s qualitative examples at ) 2. Using the Dissertation Template

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 Word 2. Using the Dissertation Template

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

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

Applying the Styles (cont) Activities: 7. Table of Contents – General Notes 8. Inserting a Table of Contents 9. Setting Leader Dot Spacing for Table of Contents 10. Inserting Roman Numeral Chapter Numbering in TOC 11. List of Tables 12. List of Figures/Illustrations 13. Acknowledgements 14. Chapters 15. Tables and Figures 2. Using the Dissertation Template

24 2. Using the Dissertation Template

25 Formatting Resources AU Standards for Written Work _ AU Dissertation style and format tips APA Style Manual & Tips Website for this Workshop __ --- Short Break Using EndNote

26 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

27 3. Using Word With EndNote

28 4. Other Resources Dissertation Completion Plan Spreadsheet _ Dissertation Committee & Topic Approval _ Readiness of Dissertation for Defense _ Dissertation Proposal and Oral Defense Report _ Office of Scholarly Research AU Standards for Written Work _ AU Dissertation style and format tips APA Style Manual & Tips Other Resources

29 5. Advanced EndNote Topics Activities: Importing Data (1.5) Other Advanced Topics (1.7)