2. ∂
Course Outline
What is it?
Why should I want to use it?
How can I use it?
Libraries and references.
Citations and bibliographies.
Connecting to libraries & article stores
3. ∂
Learning Outcomes
To understand the general features of use of the Endnote
bibliographical software.
To be able to connect and carry out simple searches using
Endnote on the university library catalogue.
To be able to manipulate, edit and write references.
To be able to insert citations and construct bibliographies.
To be able to edit output styles.
To be able to download journal citations from article stores.
To know where to seek extra help.
4. ∂
What is Endnote?
‘… Bibliographies Made Easy ™’
A bibliographic database which:
Organises your references.
Integrates with Microsoft Word to handle:
– Citations.
– Bibliography.
Allows you to:
– Download citations from the library.
– Import citations from elsewhere.
5. ∂
Why should I want to use it?
Keep all your references in one place.
Easy referencing of essays, papers, dissertations and
theses.
Reformat documents in different reference styles without
editing.
Powerful and flexible [within limits!].
6. ∂
How can I use it?
Available on departmental and university network
computers.
For sale from the help desk (~£70).
Launch from:
– NPCS Bibliographic Software.
– From Word on an enabled PC.
7. ∂
What is in it?
Library
– A list of your references.
Output Styles
– Format citations and bibliography.
Connection files
– Download references from the library.
Import filters
– Load references from files.
8. ∂
Loading A Library
Launch Endnote.
Select Tools/Connect/Connect…
Scroll down to Durham U.
Click ‘Connect’.
Enter an author name.
Click ‘Search’.
Click ‘OK’.
9. ∂
Loading A Library - 2
You should now have a list of references.
Click on ‘Copy All References To’ to load into Endnote.
Select ‘New Library’.
Your library should appear…
10. ∂
Loading A Library - 3
To tidy up:
– Select ‘References/Find Duplicates’
– Select ‘References/Delete References’
– Select ‘References/Show All references’
You should now have a library of references.
11. ∂
Loading a Library
University library web site
Search
Add to book cart
View saved
Endnote Local disk
Save
Import to Endnote
Import filter = Endnote Import (NOT Library)
12. ∂
References
A reference contains at least:
– Author, title, year of publication.
Books contain, additionally
– Place of publication (city), publisher.
Articles contain, additionally
– Journal, pages.
You can also have book sections, conference reports,
etc.
13. ∂
Libraries - 1
A library is a collection of Endnote references.
The view consists of:
– A list of references.
– How your selected reference will look in the
bibliography (determined by the output style
(q.v.)).
If you have multiple libraries open, Endnote uses the
top one.
14. ∂
Libraries - 2
The most important thing to do with a library is:
BACK IT UP!!
Put it on your J: drive, but keep a separate copy.
Similarly with any edited output styles.
Libraries are name.enl files.
Output styles are name.ens files.
15. ∂
Sorting a Library
References/Sort References
Choose the fields to sort on
Often useful for separating books from articles – so you
can print the book library codes to go and find them.
16. ∂
Citing References
Done from within Word.
In Endnote, highlight the reference to insert.
In Word, select Tools/Endnote 9/Insert Selected
Citation(s).
The reference will appear, and also be added to the
bibliography as necessary.
17. ∂
Output Style
The style of the citation and bibliography varies from
subject to subject (and even within subjects).
You might be lucky and find Endnote has an adequate
style…
… BUT …
…you’ll more likely need to edit an existing style.
18. ∂
Editing Styles -1
Start with something close to what you want.
Click ‘Edit/Output Styles / Edit “style”.
Click Citations/Template to change the fields in the
citation.
Click Bibliography/Template to change the fields in the
bibliography.
Save the style.
19. ∂
Editing Styles - 2
A modified author - date style demands:
Books: author, title, (place: publisher, year).
Articles: author, ‘title’, journal, volume, year, page
range.
Chapters in books: author, ‘title’, in editor, title, (place:
publisher, year), page range.
20. ∂
Editing Styles - 3
Bibliography:
– Author’s surname first, only done for first author.
– Always include page range.
21. ∂
Page Numbers
For some references you will need to add page
numbers.
Add ‘Cited Pages’ to your citation template.
In the document, click on the citation to highlight it and
select ‘Tools/Endnote 9/Edit Citation
Add ‘, p number’ in the pages box.
22. ∂
Articles
Often you have to type in article references for yourself
Sometimes, you can download a text file of citations
and import it (e.g. ZETOC from the British Library)
BUT
Some of the providers have come to your rescue!
23. ∂
Articles - 2
From JSTOR you can now import directly into your
Endnote library:
Perform your search
Save the citations
Choose ‘Directly Export..’
You will have to point to Endnote X and select the
library.
24. ∂
Articles - 3
This also works with Ingenta Connect and Synergy, but
the details differ.
You can also download a PDF copy of the article and
link it from your reference.
Note: Normal copyright rules for usage apply!
25. ∂
Articles - 4
You can load articles into Endnote from the British
Library electronic table of contents (Zetoc) catalogue
(zetoc.mimas.ac.uk).
A similar process (with some differences) should work
for many similar sites.
Perform your search and select your records.
Click on download.
Select short labels.
Click on send file.
26. ∂
Articles - 5
Save the file with a suitable name in a suitable place.
In Endnote select File/Import.
From the dialog box click on ‘Import File’ and navigate
to your recently saved file.
From the Import Option drop down box, select ‘Other
Filters’ and then find the filter ‘zetoc (MIMAS)’.
Click on ‘Import’.
Your references should appear in your Endnote library.
27. ∂
Gotcha!
A common problem:
If you change a reference after citing it in a document,
your old citation will not be changed.
To fix, remove it from your document and redo the
citing.
28. ∂
Gotcha Again!
Another common problem is weird symbols appearing
instead of references – it looks like HTML.
This is caused by the Endnote field codes, and probably
occurred because you accidentally pressed Alt-F9 in
Word.
In Word go to Tools/Options and uncheck the Field
Codes box to remove.
29. ∂
The Most Important Bit
Where to find help:
The Manual – your first port of call.
Web Site:
– http://adeptscience.co.uk/products/refman/endnote/
ITS helpdesk.
30. ∂
Summary
Connect to the library catalogue and download
references.
Edit and manipulate references in a library.
Insert citations into a document.
Edit an output style to conform to a required reference
style.
Connect to journals and catalogues and import the
references into Endnote.
