EndNote X1 Basics Dr. Christiane Holtz 24. November 2009

Introduction

2 The EndNote Library  EndNote Library = [your references].ENL  Figures, groups and other significant files are stored in a [your references].DATA folder. Move, copy or rename both the ENL-file and DATA-folder.  Save ENL-file and DATA-folder together in a compressed library [your references].ENLX. File >> Send to >> compressed library  To restore a compressed library open the ENLX-file in EndNote. ENL-file and DATA-folder will be extracted.

3 Collaboration  Multiple users can not edit one library at the same time  Multiple users can access one library at the same time: use Windows Explorer to select the Read-Only attribute for ENL- file and DATA-folder  Use the network‘s system of file permissions to control the typ of access allowed for users

4 EndNote Web  Students and staff of Bonn University have free access to EndNote Web ( as a component of Web of Science (via Bonn University Network)  Web-based  Limited functions  Sharing groups with other EndNote Web users  Easy transfer to desktop

Customizing and Searching

6 The Library Window Reference list pane Preview to view formatted references click once to select a reference double clicking to open a reference Groups pane

7 Groups  Permanent Groups  All References  Custom Groups  Create a new Group: Group >> New Group  Move references from the All References group to the custom group bei drag and drop or choose References >> Add References To

8 Output Styles  Determine how references are formatted in the preview and for the Format Bibliography, Format, Print, Export commands  Output Styles on the Main toolbar: List with some common styles  Edit >> Output Styles >> Output Style Manager: Over 2,800 Styles.

9 Output Style Manager Mark your favourite style for quick access from style menu on the main toolbar

10 Preferences Edit >> Preferences...  Reference Types  Default Reference Type: Choose which type is default when creating a new reference  Modify Reference Type: Rename, sort or hide input fields  Reference Type Table >> Export/Import: Save Preferences and import it in other libraries  Display Fields: Change Reference List pane ...

11 Searching in EndNote search term search library list hide or display options Boolean operator list comparison list field list

12 Match Case and Match Words  By default Endnote ignores capitalization and finds partial- word-matches  Use Match Case to find "AIDS" but not "aids"  Use Match Words to find "state" while ignoring "statehood" or "understated"

Creating References

14 Entering a New Reference  Reference >> New Reference  Select a Reference Type  Enter bibliographic data (mind citing rules)  Close the reference to save it Reference Type list

15 Author Field  One name per line  (first name) (second name) or (second name), (first name) - EndNote recognizes first and second name. Problem:  Entering "Li Peng" => Output "Peng, Li" wrong  Entering "Li, Peng" => Output "Li, Peng" ? depends on citation rules of your institute or publisher  Entering "World Bank" => Output "Bank, World" wrong Entering "Li Peng, " => Output "Li Peng" Entering "World Bank, " => Output "World Bank"

16 Searching Databases with EndNote  Connection files tells EndNote  which database  where to find it  what search options are available  Access restricted databases  via Bonn University Network  via VPN-Client  no access to databases without licence at Bonn University

17 Selecting Databases  Edit >> Connection Files >> Open Connection File Manager  Select databases  Your favorite databases: Tools >> Online Search List of all databases Selected databases

18 Searching and Retrieving References Retrieved references window

19 Saving References  Destination library is closed or new: Copy References to  Alternativly if destination library is open: Drag and drop

20 Importing Reference Data  Open database, search and save results  Open EndNote, from File Menu choose Import  Choose saved results  Select Import Option

21 Import Options  EndNote Library: From one EndNote library to another  EndNote Import: downloaded from database which offer EndNote format  Tab-Delimited: text files in which the fields are separated by tabs  Reference Manager (RIS): a common export format to export bibliographic data  ISI-CE: text files downloaded from Web of Science  Other filters: special filters configured to import data from a variety of databases

22 Importing Data from ULB Main Cataloque  Search DigiBib (see  Save results as „Lesbarer Text in deutsch“  Open EndNote, choose Import Option „Other Filters“, select Digibib (HBZ)  A new version of DigiBib is under way. It will offer EndNote format.

Creating Documents

24 Cite While You Write  Cite a reference and generate bibliography with MS Word 2000, XP, 2003 or 2007  Open the EndNote Library  Start Word and open the paper your are writing  Position the cursor in the text where you would like to put the citation  Word 2007: EndNote tab >> Citations >> Insert Citations >> Find Citation(s)

25 Cite While You Write  search EndNote library (any term or combination of terms found in the reference)  select reference  insert reference

26 Changing Bibliographic Format  Citations are automatically formatted  A bibliography is updated at the end of the document  To change formate in Word: EndNote tab >> Bibliography >> Format Bibliography Select output style

27 You don't use MS Word? Format Paper feature: copying temporary citations from EndNote and pasting them into your word processing document.  Open your word processor  Have EndNote runnig in the background to switch between the two progams  RTF (Rich Text Format): first save a copy of your paper as RTF, then scan that copy  ODT (Open Office): you can scan Open Office documents directly

28 Scanning Files  Open your document  Position the cursor in the text where you would like to put the citation  Switch to EndNote, select references that you want to cite  Edit >> Copy, return to your word processor and Paste - or drag and drop  Citations appear in EndNote temporary format: Moorhouse, 1993 # 125  When you have finished additing citations save your document

29 Formatting Files  Return to EndNote  Tools >> Format Paper, select your RTF or ODT document  Check the Citations window to make sure that EndNote was able to find matching references for all of the citations.  Select an output style  Format: EndNote creates a copy of your paper with formatted citations and a bibliography

30 Exporting References Use Export to create a file of references formatted according to the chosen output style.  Text File: for draft purposes or to import into another database.  Rich Text Format (RTF): preserves font and text style informations, ideal for editing or printing a stand-alone-bibliography using a word processor.  HTML or XML: for World Wide Web

More...

32  Tutorials and Webinars  More Output styles, Import filters, Connections files  Administrator: Updates and Patches