EndNote 9 Workshop

1
EndNote 9 Workshop

• December 2005
• Ikeda Library
• Soka University of America

2
Table of Contents

• Whats EndNote? P.3
• Set up EndNote
• Set up EndNote in your computer p.4
• What is an EndNote Library? P.5
• To create a new database file (its called
  library in EndNote p.6
• Choosing your writing style p.7
• Creating a New Reference
• Creating a New Reference p.8
• Creating a New Reference - Type them by hand p.9
• Creating a New Reference - Tips for entering new
  reference 1 p.10
• Creating a New Reference - Tips for entering new
  reference 2 p.11
• Creating a New Reference - Import Item Records
  from Online Database 1 Ebsco (i.e. Academic
  Search Premier) p.12
• Creating a New Reference - Import Item Records
  from Online Database 2 ProQuest (i.e. ABI
  Inform, National Newspaper) p.13
• Creating a New Reference - Import Item Records
  from Online Database 3 OCLC (WorldCat,
  PsycInfo, PsycArticles) p.14
• Creating a New Reference - Import Item Records
  from Online Database 4 CSA (Eric) p.15
• Creating a New Reference - Import Item Records
  from Online Database 5 WilsonWeb (Book Diest)
  p.16
• Creating a New Reference - Import Item Records
  from Online Database 6 JStor p.17

3
Whats EndNote?

• Your own database for references
• A citation formatter
• A search interface
• Go to the Table of Contents

4
Set up EndNote in your computer

• Open Internet Explorer and go to
  http//otherapps.
• With a server name Avtsadv1, click connect.
• Login with your ID and password
• Start gt All programs gt Endnote gt Configure
  Endnote gt double click and install
• Open MS Word and make sure you have the endnote
  tool bar (If you did not get the EndNote tool
  bar, configure it again.)
• By logging in with avtsadv1, you technically use
  two different computers (C drive and U drive) on
  one monitor. You must use U drive and always
  save your documents there, otherwise you may lose
  your data files.
• Go to the Table of Contents

5
What is an EndNote Library?

• A Library is a collection of references. When you
  open the EndNote program, you are asked to select
  a reference library. You can create multiple
  libraries, which may contain references for
  different papers or subjects.
• Go to the Table of Contents

6
To create a new database file (its called
library in EndNote

• From EndNotes File menu, choose New.EndNote
  presents a dialog prompting you to name and save
  the new library.
• Enter a name for your new library. If you include
  an extension, use the extension .enl which
  stands for EndNote Library. If you do not
  include an extension, EndNote will add .enl
  automatically.
• Using the Save in list, choose the location
  where you would like to save the library.
• Click Save and the new library appears as an
  empty EndNote library, "Showing 0 out of 0
  references.
• Go to the Table of Contents
• (from EndNote 9 Help)

7
Choosing your writing style

• On the Main toolbar, use the Output Styles list
  to select a new style.
• Or, from the Edit menu, choose Output Styles and
  select a style in the list. The check mark next
  to a style name indicates that it is the current
  style.
• If you do not see the style that you want on the
  toolbar or in the Output Styles menu, do not
  worry.
• Over 1,100 styles are provided with EndNote and
  are available via the Style Manager. Choose Open
  Style Manager from the Output Styles menu, and
  mark the style or styles that you would like to
  be available in your Output Styles menu. You
  should now be able to choose the style that you
  need from the Output Styles menu. Go to
  the Table of Contents
• (from EndNote 9 Help)

8
Creating a New Reference

• There are three ways to enter references into an
  Endnote library
• 1. Type them by hand.
• 2. Download them from a database and import into
  your library.
• 3. Connect directly to library catalogs from
  Endnote.
• Go to the Table of Contents

9
Creating a New Reference - Type them by hand

• From the References menu, choose New Reference
  (CtrlN). This opens an empty Reference window
• Choose a reference type from the Reference Type
  list at the top of the window.
• Enter bibliographic data into each of the fields
  in the reference. When you are finished, close
  the reference to save it and add it to the
  library.
• Go to the Table of Contents
• (from EndNote9 Help)

10
Creating a New Reference - Tips for entering new
reference 1

• Always enter author and editor names one name per
  line.
• Author names can be entered either with the last
  name followed by a comma and the first name, or
  the first name followed by the last name.
• Both are correct. However, note that if you have
  the Suggest Terms as You Type feature of the
  term lists turned on, EndNote suggests author
  names based on the assumption that the names are
  being entered with the last name first. Go to
  the Table of Contents

11
Creating a New Reference - Tips for entering new
reference 2

• Changing the Default Reference Type
• By default, new references appear as Journal
  Article references. You may change this using the
  Default Reference Type option in the Preferences
  panel.
• From the Edit menu, choose Preferences.
• Click the Reference Types option in the list.
• At the top of that Reference Types preferences
  panel, click the Default Reference Type list and
  choose the reference type that new references
  should use. Go to the Table of Contents

12
Creating a New Reference - Import Item Records
from Online Database 1 Ebsco (i.e. Academic
Search Premier)

• Search by title, keywords, author and others in
  Ebsco.
• Click Add next to the title you want to export
  to your library.
• Click Folder has items.
• Click Save to Disk.
• Click Bibliographic manager.
• Choose Citations in Direct Export format and
  click Save
• Select a Reference Library pops up.
• Choose your library and click Open.
• Go to the Table of Contents

13
Creating a New Reference - Import Item Records
from Online Database 2 ProQuest (i.e. ABI
Inform, National Newspaper)

• Search by title, keywords, author in ProQuest.
• Mark the title you want to export.
• Click Export.
• Click Directly to ProCite, EndNote or Reference
  Manager.
• Select a Reference Library pops up.
• Choose your library and click Open.
• Go to the Table of Contents

14
Creating a New Reference - Import Item Records
from Online Database 3 OCLC (WorldCat,
PsycInfo, PsycArticles)

• Search by title, keywords, author in WorldCat.
• Mark the title you want to export.
• Click Export.
• Click Marked records from this search and
  choose EndNote.
• Click Export.
• Select a Reference Library pops up.
• Choose your library and click Open.
• Choose An Import Filter pops up.
• Choose WorldCat (OCLC) or PyscINFO (OCLC) or
  PyscARTICLES (OCLC) and click Choose. Go to
  the Table of Contents

15
Creating a New Reference - Import Item Records
from Online Database 4 CSA (Eric)

• Search by title, keywords, author in CSA (Eric).
• Mark the title you want to export.
• Click Save, Print, E-mail.
• Choose Use _ Marked Records, Full Format, and
  PC in File format.
• Click Save.
• File Download pops up and click Save again.
• Put a file name and click Save.
• Click Close.
• Go to EndNote and open your library.
• Choose Import from File menu.
• Click Choose file in Import Data File and open
  the saved file.
• Choose other filers and then choose Eric
  (CSA).
• Click Import. Go to the Table of Contents

16
Creating a New Reference - Import Item Records
from Online Database 5 WilsonWeb (Book Diest)

• Search by title, keywords, author in WilsonWeb
  (Book Digest).
• Mark the title you want to export.
• Click Print, E-mail, Save.
• Click Export.
• Choose The _ records in your marked set, The
  EndNote Filter in Download Record(s) into and
  click Export.
• Type File name and click Save.
• Click Close.
• Go to EndNote and open your library.
• Choose Import from File menu.
• Click Choose file in Import Data File and open
  the saved file.
• Choose other filers and then choose
  WilsonWeb.
• Click Import. Go to the Table of
  Contents

17
Creating a New Reference - Import Item Records
from Online Database 6 JStor

• Search by title, keywords, author in JStor.
• Click Save citation to each record which you
  want to export in your library.
• Click View Saved Citations.
• Select option to export citations "in a new
  window" in "citation-manager" format.
• A new window opens and save it in text format.
• Go to EndNote and open your library.
• Choose Import from File menu.
• Click Choose file in Import Data File and open
  the saved file.
• Choose other filers and then choose JSTOR.
• Click Import. Go to the Table of Contents

18
Creating a New Reference - Connect directly to
library catalogs

• Open your EndNote library.
• Go to Tools gt Connect gt Connect
• Then, scroll down to choose a library you want to
  search or click Find and type a library name.
  (i.e. Soka University, Library of Congress,
  University of California, Yale)
• Search by author, title, keywords and so on.
  Once you get a title you want to import to your
  library, click the title. You can choose several
  titles by holding down Ctrl key while clicking
  another title.
• Click Copy _ Reference(s) to and choose your
  library.
• Go to the Table of Contents

19
Writing a Paper - Cite While You Write

• Open the EndNote library or libraries that
  contain the references you wish to cite.
• Start Microsoft Word and open the paper you are
  writing.
• When you are ready to cite a source, position the
  cursor in the text where you would like to put
  the citation.
• Go to the Tools menu in Word, then the EndNote 9
  submenu, and select Find Citation(s). An EndNote
  Find Citations dialog appears, which shows the
  previous search results.
• In the Find box, enter identifying text for
  EndNote to locate the appropriate reference. This
  could be an authors last name, a year, a
  keyword, or any other combination of terms found
  in the reference.
• Click Search and EndNote compares the identifying
  text to your EndNote references and then lists
  the matching reference(s).
• Identify, highlight, and Insert the appropriate
  reference(s).
• Go to the Table of Contents
• (From EndNote Help)

20
Inserting Selected Citations

• Open the Word document and position the cursor at
  the location where you would like the citation.
• From the Tools menu in Word, go to the EndNote 9
  submenu and then Go to EndNote.
• Highlight the desired reference(s) in your
  EndNote library.
• From the Tools menu in EndNote, select the Cite
  While You Write submenu and choose Insert
  Selected Citation(s).
• Go to the Table of Contents
• (From EndNote Help)

21
Forms of Citations

• Citations can appear as either unformatted or
  formatted in your Word document.
• An unformatted citation typically consists of the
  first authors last name, year, and the EndNote
  record number, with citation delimiters at each
  end to identify the text
• Author, Year Record Number.
• For example
• Unformatted Hall, 1988 77 Baker, 1988 16
• Formatted (Baker, 1988 Hall, 1988)
• The unformatted citation makes it easy to
  identify the record cited. Even if your final
  goal is numeric citations, you can see meaningful
  information while you are working on your
  document. Go to the Table of Contents
• (From EndNote Help)

22
Inserting Multiple Citations

• From the Tools menu in Word, go to the EndNote 9
  submenu and select Find Citation(s).
• Enter a generic search term that will find the
  references you want, and click Search.
• Hold down the Ctrl key while clicking on the
  desired references in the list (or hold down the
  Shift key to select a continuous range of
  references) in order to highlight the references.
• Click Insert.
• Go to the Table of Contents
• (From EndNote Help)

23
Format Your Paper

• From the Tools menu in Word, go to the EndNote 9
  submenu and select Format Bibliography.
• On the Format Bibliography tab, you can choose
  output style. Click OK to save changes and format
  your citations and bibliography.
• On the Instant Formatting tab, you can Enable
  or Disable Instant Formatting.
• Go to the Table of Contents

24
To customize a formatted citation

• Insert and format the citation.
• Click on the formatted citation.
• From Words Tools menu, go to the EndNote 9
  submenu and Edit Citation(s) to display the
  EndNote Edit Citation dialog.Highlight the
  citation you want to customize.
• Customize as neededExclude Author  Select
  this to omit the author name from the formatted
  citation.Exclude Year  Select this to omit the
  date from the formatted citation.Prefix  Enter
  text here to print immediately before the
  citation text (spaces are significant).Suffix 
  Enter text here to print after the citation text
  (spaces are significant). You can enter page
  numbers here if you always want them to print
  after the citation.Pages  Page numbers entered
  here are considered entered into a Cited Pages
  field, so they can be manipulated on output just
  like any other EndNote field. In order to print,
  the Cited Pages field must be listed in the
  citation template and/or footnote template of
  your output style. This is typically used to
  print the page numbers within a full footnote
  citation. Most EndNote styles that require a
  special format for citations in footnotes are
  already configured this way. You can modify the
  Citation Template in your output style to include
  Cited Pages.
• Click OK to implement the change(s) to the
  citation. Go to the Table of Contents
• (From EndNote Help)

25
To unformat citations

• Determine which citations you want to unformat
• To unformat a particular citation, highlight only
  that citation.  
• If the citation you want to unformat is part of a
  multiple citation, highlight the multiple
  citation. All citations within the delimiters
  will be unformatted.
• To unformat a section of the document, highlight
  that section.
• To unformat the entire document, either select
  nothing or highlight the entire document.
• From Words Tools menu, go to the EndNote 8
  submenu and Unformat Citation(s). If you are
  unformatting the entire document, this unformats
  all of the in-text citations and removes the
  current bibliography Go to the Table of
  Contents
• (From EndNote Help)

26
To cite a reference in a footnote or endnote

• Use the appropriate command in Word to create the
  footnote or endnote. (EndNote does not create the
  footnote or endnote in the document, but is used
  to insert and format citations in the note.)
• Position the cursor in the footnote or endnote
  where you would like the citation(s) to appear.
• Insert the citation as you normally would.
• Go to the Table of Contents
• (From EndNote Help)

27
To remove field codes and save the formatted
citations and bibliography as text

• Open your formatted Word document.If you are
  working with Master and Subdocuments, work with
  copies of your documents.
• First save a backup copy of your document,
  because this will irretrievably remove the links
  between your document and your Reference Manager
  database(s) as well as all other Word field
  codes.
• From the Tools menu, go to the EndNote 9 submenu
  and select Remove Field Codes. A copy of the
  document, without field codes, appears in a new
  document window.
• From the File menu, Save the document. Go
  to the Table of Contents
• (From EndNote Help)

28
References Contact

• EndNote Help (http//www.endnote.com/support/ensup
  port.asp)
• Ikeda Library EndNote instruction
  (http//ikedalibrary.soka.edu/databases.htm)
• If you need any help, please feel free to
  contact
• Ikeda Library
• Jane Labes ext. 4113
• Maryann Hight ext. 4116
• Shinji Ueda ext. 4106
• Information Technology
• Pamela Stoyka ext. 4223
• Go to the Table of Contents
• End of Slide Show, push Esc key.