1. UoS Libraries 2011 EndNote X5 - basic graduate session

2. What is EndNote for?  Build a personal reference library  Search databases and export references  Customise EndNote  Insert citations and build bibliography 2

3. Create or open a library Go to: Start  All Programs  Bibliographic Software  EndNote X5 3

4. It is best to save all libraries in a folder called 'EndNote' or 'EndNote X5' 4

5.  An EndNote library always has two parts - the library 'shape' and the data collected Give the new library a name, and click 'Save' 5

6. It is usually best to keep all references in one main library Smaller libraries for particular topics can be created using the 'Groups' option 6

7. Add a new reference 7

8. Click on the 'New Reference' icon… … or go to 'New Reference' on the dropdown menu 8

9. Scroll down to see more fields 9

10. Choose the reference type from the dropdown menu Click the record's 'close' icon to save the completed or edited record automatically The reference type can be changed at any time 10

11. More about record fields 11

12. Enter one author per line, surname first, followed by a comma When all chosen fields have been completed, click the record close icon Author, Journal and Keyword fields are indexed 12

13. The record is added to the library The Preview pane shows the full bibliographic reference in the chosen reference style 13

14. Change the reference style 14

15. Go to the dropdown menu and choose 'Select Another Style' The default style is 'Annotated' 15

16. Scroll down to select the required reference style and click 'Choose' EndNote has over 5000 reference styles 16

17. The library is now formatted in the selected Reference Style 17

18. Edit the reference style 18

19. It may be necessary to edit the existing reference style 19

20. Go to Edit  Output Styles  Edit 'Harvard' 20

21. This window controls all aspects of the referencing style 21

22. Edit the reference style - citations 22

23. Go to 'Edit  Output Styles  Edit 'Harvard'' 23

24. Any element of the citation, bibliographic record or footnote can be edited using this page 24

25. When all changes have been made, click the record 'close' icon 25

26. Choose preferred citation sort order here 26

27. Click 'Yes' to save changes 27

28. Save with the default Style name or use your own 28

29. Edit the reference style - bibliography 29

30. To format the bibliography, go to 'Edit  Output Styles  Edit 'Harvard'' 30

31. This section allows you to change different elements of the bibliographic record 31

32. 'Author Lists' lets you control how many authors are displayed 32

33. 'Author Name' allows choices about capitalisation - choose 'Normal' for names in lower case but with initial capital letters 33

34. Make choices about the punctuation of initials 34

35. Choose the order in which bibliographic records are displayed… 35

36. Use this window to sort e.g. by media type 36

37. Use the dropdown menus to select up to five criteria for sorting 37

38. The Title Capitalization control applies to all primary titles in the EndNote Library Choose 'Headline Style' to capitalize major words, 'Sentence Style' for initial words only, or leave titles as they were typed in. 38

39. The templates show which fields will be used from the EndNote record, and how they will be displayed, for a range of Reference Types 'Generic' is used for any Reference Type without a specific template Further Reference Type templates can be created, or existing templates edited 39

40. Here the Year field has been edited to include brackets for all Reference Types, including Generic, likely to be used Click the record's 'close' icon (the grey cross) to save the changes automatically 40

41. Click 'Yes' to save changes 41

42. Save with the default Style name or use your own 42

43. Templates - how they work 43

44. A number of templates are already created: use the Reference Types list to create others Generic is used if there is no template for a given reference type Templates control the appearance of the bibliographic record 44

45. Field Names are replaced by the contents of that field in the individual EndNote record Other characters are displayed 'as is' 45

46. Fields are displayed with the format used for the Field Name Apply Bold, Italic Underline, Superscript or Subscript to the Field Name using the toolbar icons 46

47. Special characters in templates  EndNote uses special characters to force particular actions within templates  These can be found on the keyboard, or accessed from the 'Insert Field' dropdown menu 47

48. 48 A forced separation | ties following punctuation to the next field

49. 49 Use 'Link Adjacent Text'  to tie a word or phrase to the following field

50. 50 Use Singular/Plural ^ to choose text for editors or pages

51. 51 Use accent grave ` at start and end of text which might be confused with a field name

52. Apply an edited reference style 52

53. Changes to a Reference Style are not automatically applied: 53

54. Go to the Reference Style dropdown menu and choose 'Select Another Style' 54

55. The edited reference style now appears in the Style list Select the style and click 'Choose' 55

56. Changes to the Referencing Style are applied Further edits to the style can be made at any time 56

57. Set some EndNote preferences 57

58. To manage the appearance of the EndNote Library, go to Edit  Preferences… 58

59. The 'Display Fields' option controls the order and selection for display within the EndNote library 59

60. Use the 'Change Case' option to keep abbreviations in all upper case, or for any names with irregular characters or non-standard capitalisation 60

61. Sort references into groups 61

62. Click to Create a Custom Group 62

63. The group can be named, and managed by rightclicking 63

64. Drag selected records on to the group name to add the records to the group 64

65. 65 Add or remove records in Custom Groups at any time

66. Export database information to EndNote  Export references to a new or existing library or group  Connection files and import filters are used  Many databases export directly to EndNote - some e.g. CSA Illumina, use a slightly different process  A number of databases export URL links as part of the record  The export process is common to all databases on a given platform  There is a separate process for searching any library catalogue 66

67. Export from Web of Knowledge 67

68. This is the Web of Knowledge home page Enter a search term - in this case 'diabetes' and click 'Search' 68

69. On the Results pages, click required items, then click 'EndNote' 69

70. Alternatively create a list of all required records from the search, then export the marked list Check the boxes for useful records, then click the icon to add to Marked List 70

71. Marked records are identified Click at any time to view Marked List 71

72. Select fields to be included in output, then click 'EndNote' It is helpful to include the abstract in exported records 72

73. A temporary group 'Imported References' is created. The references have already been added to the main library Selected references are imported to the open EndNote Library Click on any imported reference to view details of the record 73

74. Scroll down the page 74

75. Click the URL link to view the source record 75

76. The Web of Knowledge database record is displayed 76

77. Find full text of articles 77

78. To search the whole library for free full text, select a single item, then go to 'Edit  Select All' 78

79. Select 'Find Full Text  Find Full Text …' 79

80. EndNote searches Web of Knowledge for full text and attaches items found to the individual records 80

81. The.pdf file appears in the 'File Attachments' field 81

82. Attach PDF files to records 82

83. Go to 'File Attachments  Attach File…' 83

84. 84

85. Select and drag the PDF file on to the record in main library view 85

86. The file attachment symbol displays in the record 86

87. The.pdf file is added to the 'File Attachments' field in the record 87

88. Exporting from CSA Illumina databases 88

89. This is the CSA home page. The ASFA database has been selected Enter the term 'tsunami' and click 'Search' 89

90. Click check boxes for required references Click 'Update Marked List' When all required records are marked, click 'Save, Print, Email' 90

91. 91

92. Choose the 'Full Format' option Choose File format 'PC' and click 'Save' 92

93. In the File Download window, click 'Save' 93

94. Choose a destination for the text file and click 'Save' 94

95. In the EndNote Library, go to File Import  File… 95

96. In the Import Option box, select 'Other Filters…' Browse to locate the text file … 96

97. Filters may be listed under database name, or with a CSA prefix Select required filter, and click 'Choose' 97

98. Click 'Import' 98

99. 99

100. Use the PDF viewer 100

101. 101 Select the required record and go to the 'PDF & Quick Edit' tab

102. 102 Use the PDF toolbar to navigate and annotate the document

103. 103 Highlight sections of the document

104. 104 Add a sticky note at the selected location

105. Search and export from library catalogues 105

106. In the 'Online Search' pane, click 'more' Select 'U Southampton' and click 'Choose' Use the same procedure for other library catalogues 106

107. The Search tab is now linked to the library catalogue and the new connection appears in the 'Online Search' list 107

108. Select as many search fields, criteria and search terms as required. More lines can be added if necessary Click to carry out search 108

109. If the number of hits is too large, it may be necessary to refine the search Click 'OK' to add the retrieved records to the EndNote Library 109

110. Imported records display as a temporary group and are also added to the main library 110

111. Use EndNote with Word 111

112. Insert citations in a document 112

113. Use EndNote with Word The EndNote toolbar is displayed in Word Insert citations, or manage bibliography from either toolbar Use these icons to move between the EndNote library and the Word document 113

114. Identify the point in the text to insert a citation Click the EndNote icon to go to the EndNote Library 114

115. Click to highlight the required reference Insert the reference from this toolbar, then return to Word … 115

116. … or return to Word and click to insert the citation The citation is displayed in the text, with the full reference at the end 116

117. A document citation folder is created 117

118. Citations and references are displayed according to choices made within the edited reference style 118

119. Edit citations 119

120. Click in the citation to highlight and then go to 'Edit and Manage Citations' 120

121. Highlight the specific citation Change selection to remove author or year from the citation or show only in the bibliography Click OK to complete the action 121

122. To remove a reference from the document, go to 'Edit Reference' and 'Remove Citation' 122

123. The citation and end of text reference are removed from the document 123

124. To add page numbers to a citation, type the exact letter string required in the SUFFIX box, then click 'OK' 124

125. 125 The suffix text is attached to the citation

126. And the bibliography can be given a title - click for the 'Format Bibliography' option 126

127. Go to the Layout tab, insert required heading and format the text if necessary 127

128. Manage the bibliography layout 128

129. Expand the 'Bibliography' pane to see all options and use the 'Layout' tab 129

130. Insert a line space between references if required … … or remove the hanging indent Click OK when all choices have been made 130

131. 131

132. Get more help  Find library guides (Word and Presenter) at http://www.soton.ac.uk/library/infoskills/biblio graphic/endnote/endnotetraining.htmlwww.soton.ac.uk/library/infoskills/biblio graphic/endnote/endnotetraining.html  www.edshare.soton.ac.uk www.edshare.soton.ac.uk  EndNote Help pages  Contact libenqs@soton.ac.uk 132