Extreme EndNote

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ExtremeEndNote

• 2005

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• In todays session you will learn to
• Link to University of Iowa full-text from a
  reference list
• Edit reference types
• Use term lists
• Change library display options
• Customize output styles
• Create cumulative bibliographies using master
  documents
• Compile figure lists

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The EndNote Process
Databases
Manual Input
INPUT
EndNote Library
Bibliographies
Figure Lists
OUTPUT
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The Workshop Agenda
Databases
Manual Input
INPUT
Reference Types Term Lists
OpenURL
EndNote Library
Display Options
Bibliographies
Figure Lists
OUTPUT
Output Styles Master Documents
Working with Figures
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Databases
Manual Input
INPUT
Reference Types Term Lists
OpenURL
EndNote Library
Display Options
Bibliographies
Figure Lists
OUTPUT
Output Styles Master Documents
Working with Figures
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InfoLink and EndNote

• OpenURL technology allows a University of Iowa
  user to connect to InfoLink directly from their
  EndNote library.

3.

• From the Edit menu, choose Preferences.
• Select OpenURL.
• Check Enable OpenURL.
• Set the OpenURL path as http//infolink.lib.uiowa
  .edu8080/sfx_local
• In the Arguments change WoS to endnote in the
  first line.
• Click Apply and OK.

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InfoLink and EndNote (cont.)

• To check for full text, open a reference and in
  the References menu choose OpenURL Link.
• An InfoLink window will then open.

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Databases
Manual Input
INPUT
Reference Types Term Lists
OpenURL
EndNote Library
Display Options
Bibliographies
Figure Lists
OUTPUT
Output Styles Master Documents
Working with Figures
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Reference Types

• Reference Types enable EndNote to customize
  bibliography entries for different resource types
  (i.e. journal article, book chapter, etc.).
• Version 8 includes 34 pre-defined reference types
  and 3 unused types for customization.
• Existing types can be edited or new types can be
  created.

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Editing Reference Types

• Modifying a reference type will affect its
  associated import filters and output styles.
  Styles must be also be adjusted accordingly.
• When editing fields, keep similar types of
  information together (e.g. place Artist,
  Reporter, Cartographer and other names in the
  Author field).
• For unique data entry, use the Custom Fields.

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Editing Reference Types (cont.)

• From the Edit menu, choose Preferences.
• Choose Reference Types.
• NOTE The default reference type can be edited
  here.
• 3. Click Modify Reference Types.

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Editing Reference Types (cont.)
1.

• In the drop-down menu, choose a Reference Type.
• Locate the field you wish to modify.

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Editing Reference Types (cont.)

• Enter your desired field name into the entry box.
  For new fields, use one of the Custom lines.
• Click OK.
• To undo your changes, click EndNote Defaults.
• NOTE To streamline the reference type drop-down
  list, place a period before the type name of
  unused types (e.g. .Map).

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Databases
Manual Input
INPUT
Reference Types Term Lists
OpenURL
EndNote Library
Display Options
Bibliographies
Figure Lists
OUTPUT
Output Styles Master Documents
Working with Figures
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Term Lists

• Term lists provide auto-complete capabilities
  when inputting manual references.
• Author and keyword term lists are dynamically
  created with each library. Lists for other
  fields can also be created if desired.
• Pre-fabricated journal term lists contain common
  title abbreviations (e.g. MEDLINE).
• Journal term lists can be used to format journal
  titles to different output style specifications.

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Importing a Journal Term List

• EndNote journal term lists have been created for
  three subjects Medicine, Chemistry and
  Humanities.
• To import the Medical journal term list
• From the Tools menu, choose Define Term Lists.
• Select Journals.
• Click Import List.
• Open the file medical.txt. Look for the Term
  Lists folder within the EndNote folder.
• You can now use these abbreviations with your
  output styles.
• NOTE Also use this display to add new terms to
  lists or create a new lists.

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Databases
Manual Input
INPUT
Reference Types Term Lists
OpenURL
EndNote Library
Display Options
Bibliographies
Figure Lists
OUTPUT
Output Styles Master Documents
Working with Figures
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Sorting References
References can be sorted by clicking on one of
the main fields. OR From Sort References which
is found under References.
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Altering the Library Display
To customize the library display, edit the
Display Fields, found in Preferences under Edit.
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Databases
Manual Input
INPUT
Reference Types Term Lists
OpenURL
EndNote Library
Display Options
Bibliographies
Figure Lists
OUTPUT
Working with Figures
Output Styles Master Documents
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Output Styles

• EndNote contains 1,000 styles, but doesnt
  include all possible journal bibliographic
  formats.
• When submitting to journals with reference
  formats not included in EndNote, a custom style
  must be created.
• Rather than creating a style from scratch, its
  often easier to modify an existing style.
• Choose an initial style as close as possible to
  your final product.

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Output Styles Example Nurse Researcher

• Submissions to the journal Nurse Researcher have
  specific format requirements, but there isnt an
  EndNote output style.
• Their reference formats are similar to the APA
  style
• Nurse Researcher Journal Article Format
• Ramprogus V (2002) Eliciting nursing knowledge
  from practice the dualism of nursing. Nurs Res.,
  10,1, 52-64.
• APA Journal Article Format
• Ramprogus, V. (2002). Eliciting nursing knowledge
  from practice the dualism of nursing. Nursing
  Research, 10(1), 52-64.

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Output Styles Example (cont.)

• So, the following elements need to be changed
  when customizing the journal article format for
  this output style
• Remove the punctuation from the author name.
• Remove the period from after the date.
• Replace the full journal title with the
  abbreviated title.
• Remove the italics from the volume and add a
  comma afterwards.
• Remove the parentheses from around the issue.
• NOTE Similar changes would be necessary for all
  reference types used with this custom style.

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Output Styles Example (cont.)

• From the Edit menu, choose Output Styles, then
  Open Style Manager.
• Click the style you wish to modify.
• Click Edit.

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Editing Bibliography Templates

• Under Bibliography, click Templates.
• In the Journal Article line, make all necessary
  edits.
• BEFORE
• AFTER

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Editing Author Name Format
2.

• To remove the punctuation from the author name,
  under Bibliography, choose Author Name.
• Change First author to Smith Jane.
• Change Other authors to Doe John.
• Change Initials to AB.

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Editing Journal Title Abbreviations

• To adjust the style so that abbreviated journal
  titles without periods display in the
  bibliography, choose Journal Names.
• Select Abbreviation 1.
• Check Remove Periods.
• NOTE A journal term list must be imported into
  EndNote for this feature to work. (See the Term
  Lists section of this presentation for more
  details.)

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Saving a Modified Output Style

• After all modifications are complete, in the File
  menu, choose Save As.
• Rename file.
• Click Save.
• You can now use this style as you would any
  pre-fabricated EndNote style.

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Databases
Manual Input
INPUT
Reference Types Term Lists
OpenURL
EndNote Library
Display Options
Bibliographies
Figure Lists
OUTPUT
Working with Figures
Output Styles Master Documents
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Master Documents

• When creating one bibliography from several Word
  files (e.g. book chapters), you must utilize
  Words Master Document feature. This will create
  a cumulative bibliography the set of documents.
• In order to avoid file corruption, make copies of
  your original files for use with the Master
  Document. Create your bibliography as the last
  step of the writing process. If edits must be
  made, make them on the originals, then repeat
  this process to create a new Master Document.
• Before starting, disable Instant Formatting so
  the bibliography is not automatically formed.
  Insert EndNote citations into your documents as
  you write.
• When you are finished and have saved copies of
  your originals, open a new Word document.

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Master Documents (cont.)
2.

• In the View menu of Word, choose Outline.
• Click the Insert Subdocument icon.
• Select your first file. This will transfer the
  entire subdocument text into the master document.
• Repeat step 2-3 until with all remaining files in
  order.

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Master Documents (cont.)

• When the document is compiled, click the Format
  Bibliography button.
• NOTE - If only links to your document are
  displayed, click the Expand Subdocuments icon to
  reveal the full text.
• The cumulative bibliography should now appear at
  the bottom of the file.
• The bibliography can now be copied and pasted
  into a new file.

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Databases
Manual Input
INPUT
Reference Types Term Lists
OpenURL
EndNote Library
Display Options
Bibliographies
Figure Lists
OUTPUT
Working with Figures
Output Styles Master Documents
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Figure Lists

• Store images within an EndNote library attached
  to a related reference or as its own reference.
• The Caption field displays as the figure title.
• Tables (and table lists) can also be created
  through this process, but they must have the
  reference type Chart or Table.

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Inserting Figures into EndNote

• In EndNote, open or create a reference.
• In the References menu, select Insert Picture.
• In the Caption field, enter the title for the
  figure.

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Figures CWYW
2.

• Place the cursor in the location for the in-text
  citation.
• Click the Find Figure icon. Search for and
  select the correct reference. Click Insert.
• NOTE If the figure list and caption placement
  are not as expected, check the Figure preferences
  of the Output Style.

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Miscellany

• Footnotes
• To use footnotes with EndNote, use the Footnote
  feature of Word. Open a footnote, then use the
  Insert Selected Citation icon to enter the
  reference.
• Submitting Manuscripts
• When submitting manuscripts, create a version of
  a document without the hidden EndNote links.
• Use the Removing Field Codes icon to create a
  publisher-ready copy.

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The End

• Please contact the Hardin Library if you have
  questions.
• Thank you for attending the Extreme EndNote
  Workshop.
• Kathy Skhal Kim Bloedel
• 335-7636 335-9731
• kathryn-skhal_at_uiowa.edu kimberly-bloedel_at_uiowa.edu