EndNote Essentials

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

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

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. 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 https://www.library.qut.edu.au/research/toolkit/referencing/endnote/

Open an existing Library From within EndNote: 1. Click on File > Open Recent to select a previously used Library from the drop-down menu OR 2. Click on File > Open Library to locate Libraries saved in other locations 2 1 From within Word: 1. Select the EndNote X8 tab 2. Click on to open EndNote and select your Library 1 2

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 drop-down menu of the Options icon Select or deselect Show Empty Fields; Show Rating Field Click to select data fields, edit as needed Tab to the next field 2 1

Sort and Quick Browse 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. Cioffarelli)

Search a Library 3 4 1 2 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 3 4 1 2

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

Retrieve a Bibliographic Style 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 3 2

Create a new Library 1. File > New A New Reference Library window will open prompting you to save 2. Name your Library and Save it

Enter References manually 1. Click on the New Reference icon OR Select References > New Reference 2. In the New Reference select the required Reference Type 2

Enter author names 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 titles 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 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 1st 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.

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

Export from EBSCOhost 3. In Folder view tick the boxes next to results that you wish to export 4. Click on Export 3 4

Export from EBSCOhost 5. Confirm Direct Export to EndNote is selected 6. Click on Save 5 6

Export from EBSCOhost IE: In the file download box Select Open In Firefox: Select Open with ResearchSoft Direct Helper (default) Click on OK Explain the difference between browsers: Internet Explorer: [file download box] appears: Select open Firefox: …[Opening delivery box] appears Default = Open with EndNote X8. Click OK

Export from Factiva 3 4 2 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 3 4 2

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

Export from Factiva Extra steps for Factiva – You have a .txt file You now need a FILTER In EndNote: Choose File > Import or click on 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 2 Note: Fulltext of the article is stored in the Abstract Field. 3

Export from Google Scholar Set up: Configure to send reference to EndNote Select Settings Under Bibliographic Manager select Show links to import citations into Choose EndNote Click on Save 1 2

Export from Google Scholar 1 Click on Import into EndNote Select Open (Internet Explorer) 2 Explain the difference between browsers: Internet Explorer: ...[File download box]: select Open Firefox: …[Opening scholar.enw box] appears Default = Open with EndNote X6 …. Click OK Note: You can only export 1 reference at a time unless you create a Google Scholar account

Export from Google Scholar Use your Google Scholar account to export multiple records 2 1 Click on Save below a search result Open My Library to see all articles saved Select those you wish to export Click on the Export button at the top of the page, select EndNote 4 Explain the difference between browsers: Internet Explorer: ...[File download box]: select Open Firefox: …[Opening scholar.enw box] appears Default = Open with EndNote X6 …. Click OK 3

Export from ProQuest 3 2 4 1. Do a search in the database 2. Tick the records you wish to export 3. Click on 4. Select RIS (works with EndNote..) from the drop down list 3 2 4

Export from ProQuest In the Export/Save box : 5. Click on Continue 6. Select Open (Internet Explorer) Explain the difference between browsers: Internet Explorer: ...[File Download box]: select Open Firefox: …[Opening ProQuest Documents.. box] appears Open with EndNote X6 Click OK Open with EndNote X8.. Select OK (Firefox)

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

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

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

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

Export from Quick Find 3 4 3. In your Folder of saved items, click on Select EndNote from the drop-down menu 4. Select Open (Internet Explorer) 3 Explain the difference between browsers: Internet Explorer: ...[summon..ris box]: select Open Firefox: …[Opening summon…ris box] appears Open with EndNote X6. Click OK 4

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

Add a file to a reference 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 Try the Find Full Text function in EndNote 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 in the Groups panel A paperclip icon appears as each new pdf is found and attached Found pdfs for 5 out of the 5 titles selected!

Open & annotate a PDF attachment 1 2 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 to close 3

Add a reference using a PDF document 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 1 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 3

Sort references into Groups 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 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 1  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 2 3

Sort references into Groups 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 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

Find & insert an in-text citation 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

Insert an in-text citation from EndNote 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) 3 2 3

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

Un-formatting and re-formatting To move citations or text with citations safely Select Convert to Unformatted Citations Make required moves Select Update Citations and Bibliography to re-format

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

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

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

Resources EndNote Help QUT Library EndNote Help EndNote site support www.library.qut.edu.au QUT Library Resources EndNote Help QUT Library EndNote Help https://www.library.qut.edu.au/research/toolkit/referencing/endnote/ EndNote site support http://www.endnote.com/support

www.library.qut.edu.au QUT Library Support and contact HiQ In person at the HiQ Desk, Phone (31382000), online Chat, Email https://www.qut.edu.au/about/services-and-facilities/all-services/student-centres Your Liaison Librarian http://www.library.qut.edu.au/about/contact/liaisonlibrarians.jsp EndNote software installation QUT IT Helpdesk 31384000 https://www.ithelpdesk.qut.edu.au/