1. Personal Bibliographic Software Roger Mills

2. PBS A replacement for the card index Originally intended to manage references downloaded from abstracting/indexing sources Takes a variety of file formats and stores fields in a consistent manner Allows them to be reformatted at will

3. Competing products all bought by same company (Thomson ISI) Brand leader is EndNote Not cheap: A$500

4. Using EndNote Input data –Save records from bibliographic databases in a variety of formats –Or create your own Data stored in internal proprietary format Search and select in a variety of ways Output data –In a variety of pre-defined formats –Or create your own

5. Why’s it called EndNote? Originally devised to format endnotes/footnotes automatically in the format required by the journal you plan to publish in Change reference format almost instantly with no retyping

6. But it’s more Very convenient method of managing reference lists, and now documents Keep everything in one place and produce variety of outputs as needed – quotations in text, stand-alone bibliographies etc as well as standard foot/endnotes.

7. It’s got the power Plug-ins for Word and WordPerfect Many other powerful features and almost endlessly customisable No-one will use all the features So retains an aura of mystery Unintuitive interface shows its age

8. Out of the box Save references from standard databases e.g. WoS, Biol Abs, Medline and import direct to EndNote Or use Endnote to search these databases direct through its own interface Write an article for Nature in Word Use Word plug-in to add references from your EndNote database EndNote will automatically format as required by Nature Nature doesn’t want your article and you decide to send it to Science: EndNote will reformat your references at the touch of a button

9. Getting clever If EndNote does not provide filters for your input source or your required output format, you can write your own Straightforward but a little complex Best to modify existing styles and play till it works Can become addictive…

10. B. Editing data EndNote does its best You may want to make changes

11. Style Manager Allows you to see exactly how a style is designed And edit it And create your own Easiest to copy an existing style and modify This is an advanced task!

12. Editing styles: many options

13. C. Getting it out 1. Creating a bibliography direct 2. Adding references to a Word document EndNote 8 Tip: Searching for References and Creating an Independent Bibliography

14. C1. Creating a bibliography direct from EndNote Search for the references you want: References>Search references [Ctrl-F] The selected references are displayed in the library window Sort as required: References>Sort references Choose an output style File>Print, or File>Export to file: –.txt – plain text –.rtf – rich text, preserving formatting –.htm – HTML for web page –.xml - XML

15. Export as a list

16. Like so – here in ‘annotated’ style

17. ‘Show all’ style

18. ‘Numbered’ style exported as web page

19. Or as XML

20. C2. Adding references to a document Very easy in Word with plug-in Same effects but different processes in WordPerfect and rtf files Cite-while-you-write allows formatting on- the-fly (in Word 97 upwards with EndNote 5 upwards) EndNote 8 Tip: Creating Bibliographies

21. Adding references to a Word document Open document Move cursor to point for reference insertion Tools>EndNote 8>Find Citations… Or Tools>EndNote 8>Go to EndNote Search/Select citation and insert Word inserts temporary citation in {} DON’T EDIT THESE

22. Creating the bibliography Tools>EndNote 8>Format bibliography Select output style OK Temporary citations replaced with references Bibliography created at end in selected style To change, Tools>EndNote 8>Unformat citations And repeat, choosing different style

23. Adding references to a document

24. Search EndNote and Insert

25. Temporary citation

26. Add more

27. Format bibliography

28. …inserts numbers in text…

29. …and list of refs at end

30. To change, unformat citations

31. …and select new style

32. Now in Harvard style

33. …and the list

34. D. Other ways of getting stuff in 1. Search from within EndNote 2. Export direct to EndNote from certain databases

35. D1. Search from within EndNote EndNote search window can be used to search EndNote libraries and external databases Works (in theory) with any database with a Z39.50 (library) interface. Uses ‘connection file’ which contains logon information For subscription databases, this must local information – connection files supplied with EndNote will not work

36. Searching Search for ‘tropical rain forest ecology’ in title ‘Confirm remote search’ window tells you how many references found, and allows you to discard last search if required OK and references will download and display in other window If happy (use preview), copy all or selected references to your library

37. E. Attaching files ‘image’ field can be used to store graphics – or anything, e.g. pdf of article reference refers to. Build you own self-contained digital library