1. EndNote: The Next Steps Rebecca Starkey Reference Librarian The Joseph Regenstein Library rstarkey@uchicago.edu 773-702-4484starkey@uchicago.edu

2. Overview of Session What will be covered: –Managing EndNote libraries Editing and customizing Endnote records –Creating notes and bibliographies Output styles Creating “stand alone” bibliographies Cite While You Write

3. Basic EndNote Terminology Library –An endnote database, or a collection of references Reference –Database record which represents an article, book chapter, conference paper, book, etc. Field –One part of a reference, such as the author, title, journal, etc.

4. Obtaining References The four ways of getting references into EndNote: 1.Typing them in 2.Direct Export 3.Importing using an Import Filter 4.Connection Files

5. Managing EndNote Libraries Changing display preferences Editing references in EndNote Duplicate detection and removal Using term lists URL field and linking

6. Editing References To spot errors due to incorrect filtering or typographical mistakes, use Hide/Show Preview Correcting a single record Cut and Paste Highlight, then drag and drop Correcting several records: Edit menu / Change Text References menu / Change and Move Fields

7. Duplicate References Removal of duplicate references is a personal choice Duplicate detection can be set at varying levels of sensitivity Edit / Preferences to change duplicate detection parameters

8. Using Term Lists Term lists are files that contain “controlled vocabulary” for consistent data entry and formatting. There are three types of term lists available: Authors Journals Keywords

9. Linking Use the Link To function to “attach” files to your EndNote records. Helps you access what you need quickly and easily! Link to a stable URL (such as a JSTOR article) Link to a file stored on your hard drive Link to an image

10. Creating Bibliographies Using Output Styles Types of output styles Editing output styles Creating Bibliographies in EndNote Web bibliographies Cite While You Write (CWYW) in Word

11. Output Styles EndNote comes with several output styles included for your bibliography. MLA, APA, Turabian, and Chicago Specific journal styles are also included Download more from EndNote Web site Use these for creating bibliographies within EndNote and using Cite While You Write

12. Editing Output Styles Sometimes you may need to edit your output style slightly Edit / Output Styles / Open Style Manager, select your style, select “Edit” Change abbreviations, page numbering, author order, etc. You can also create your own style.

13. Create a Bibliography in EndNote Quick and easy bibliographies can be created in EndNote Tools / Subject Bibliography Can create bibliographers using certain fields as criteria (Author, Journal, or custom fields) Save your bibliography in rich text, text or html format.

14. Cite While You Write When you install EndNote on your computer, it also installs a plug-in for MS Word You can search and input citations in EndNote while working in a Word document Creates temporary citations that can be formatted using your output styles Formats your bibliography and notes as you work