QUT Library 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 (Windows 7). 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 ►

Opening, updating and configuring Before opening EndNote for the first time go to: Start > All Programs ► EndNote > EndNote Program Open EndNote ►EndNote > Update EndNote Install the latest patch

Opening an existing Library From within EndNote: 1. Click on File > Open 2. Select a previously used Library from the drop-down menu OR Click on Open Library to locate Libraries saved in other locations From within Word: 1. Select the EndNote X6 tab 2. Click on to open EndNote and select your Library

Viewing 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 double arrow to Hide/Show Empty Fields Click to select data fields, edit as needed Tab to the next field 2 1

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. ‘2000’) Sort and Quick Browse

Searching a Library 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

Selecting 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

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 2 Retrieving a Bibliographic Style 3

1. From the EndNote toolbar, go to File > New A New Reference Library window will open prompting you to save 2. Name your new Library and save it 3 Creating a new Library

1. On the toolbar, Click-on the New Reference icon OR Click ‘References’ and Select ‘New Reference’ 2. In the New Reference select a required Reference Type 2 Entering References manually

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 Entering author names

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 Entering titles

Entering data in other fields Publication Year Enter four numbers e.g Page Numbers Can be entered complete e.g or abbreviated e.g Edition Enter 1 st not 1 URLs Include the start of the URL e.g. Label Assign custom tags for searching your records e.g. unit codes, assessment items Research Notes Store personal notes, quotes etc.

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

►Tick the boxes next to results that you wish to export 3. Export references by Clicking the Export icon Exporting from EBSCOhost

Confirm Direct Export to EndNote is selected ►Click: Save. Exporting from EBSCOhost

IE: EndNote automatically opens and imports records In Firefox: Exporting from EBSCOhost

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 Exporting from Factiva 4

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

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 Exporting from Factiva 3 Extra steps for Factiva – You have a.txt file You now need a FILTER In EndNote: Choose File > Import or click on

2 Exporting from Google Scholar: Set up 2. For Bibliography Manager, from the drop-down menu select: EndNote ►Click Save Preferences 1. Click on Settings 1

1 Exporting from Google Scholar 2 1. Under relevant result, click: Import into EndNote 2. In the File Download box, click: Open 1 2

Do a search in the database 2. Tick the records you wish to export 3. Hover mouse over Export/ Save 4. Select EndNote... from the drop down list Exporting from ProQuest 4

In the Export/Save box : 5. Click on Continue Exporting from ProQuest In the Opening ProQuest.. box : (Firefox) Open with EndNote X Select OK In the File Download box : (Internet Explorer) 6. Select Open

1. Select and save: In the results list, next to individual results, tick to select Importing from databases: PubMed

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

Importing from PubMed In IE: EndNote automatically opens and imports record In Firefox :

1. Next to relevant search results, click on Save this Item icon 2. Click to open your Saved Items folder 1 2 Exporting from Quick Find

3. In your Saved Items folder, choose the EndNote tab 4. In the File Download box (Internet Explorer) Select: Open 3 Exporting from Quick Find 4

Exporting - Check your References Check your references for accuracy and completeness ►Check in preview for accuracy ►Double-click references to amend data ►Navigate between full records with arrows

1. e.g : save full-text PDF to Desktop 2. Open your library, then: 3. Drag & drop the PDF onto the appropriate reference (or) Open a library record, scroll-to: File Attachments, and Drag & drop the PDF File onto the field. To open : click the icon in the reference list (or) record Adding a file to a Reference

Try the Find Full Text function in EndNote First you need to Configure EndNote 1. Select Edit > Preferences > Find Full Text 2. Tick all boxes and enter the following URLs Open URL path: Authenticate with: Adding a file to a Reference There is a comprehensive FAQ on the Library website

Run Find Full Text 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 set at the bottom of the Groups panel A paperclip icon appears as each new pdf is found and attached Adding a file to a Reference Found pdfs for 4 out of the 5 titles selected!

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 again to close 2 1 Open & annotate your PDF document 3

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 1 Add a reference using a PDF document 3 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

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 Sorting 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 Sorting references into Groups  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

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 Sorting references into Groups 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

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 then select Find Citation 4. Enter search terms and click Find 5. Select desired reference and click Insert Note: Insert drop-down options Inserting an in-text citation

Inserting an in-text citation from EndNote 1.Highlight the reference you wish to insert 2.Click on the insert button 3.To enter multiple citations use Ctrl-click to select them 4.Click on Insert

Editing 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

Changing bibliographic styles in Word Expand the Style drop-down menu to select another style Choose Select Another Style if your style is not shown

1. Select desired references, using Ctrl-Click or Click-Scroll 2. Right-click, then from the drop-down choose: Copy Formatted 3. Paste selected references into a Word doc Quick Bibliography in Word

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 Backing up and moving Libraries

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

Resources QUT Library EndNote Help QUT Library EndNote EndNote Guide In Windows: Start > Programs > EndNote > Getting Started Guide EndNote site support

Ask A Librarian In person at the Library Desk, online Chat, Phone, , Your Liaison Librarian EndNote software installation QUT IT Helpdesk QUT Library Support and contact