Introduction%20to%20EndNote

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Introduction toEndNote

• Martin Snelling
• March 2007

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Aims

• To provide an overview of the software
• Highlight the main uses of EndNote
• Demonstrate key functionality

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Structure

• Overview presentation
• Demonstration
• Questions

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What is EndNote

• Software to manage bibliographic references
• End Note supported at University of Manchester
  (others include ProCite and Reference Manager)

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How to access EndNote

• University of Manchester has a site license
• Available on Cluster PCs (Version 9)
• Schools have to obtain the software from ITS
  CompShop
• Off-site license is 55 VAT postage
  (available from Adept Science)

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Uses of EndNote

• Storing, organising and formatting references
• Importing references from bibliographic databases
• Creating a bibliography using the link with Word
• Searching bibliographic databases

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Organising references

• Create your own database of references - called
  an EndNote Library (.enl files)
• References can be formatted using Output Styles
• Libraries are searchable
• Each library can contain unlimited references
• Customisable

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EndNote Library
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EndNote Record (journal article)
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Importing References to EndNote

• Manually
• Direct Export from some databases (eg Web of
  Science, ScienceDirect, Scopus)
• Importing text files from databases using Import
  Filters
• Using Connection Files to connect, search and
  retrieve references (- limited search facilities)

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Direct Typing

• In EndNote click Reference, New
• Select Reference Type (article, book, chapter,
  report etc)
• Types details in the appropriate field (author,
  title, year etc)

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Direct Export from Web of Science

• Do a search on the Web of Science
• Mark the articles of interest
• Select the fields you want to out put
• Click on Export to Reference software

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Importing References Using Import Filters

• Import filters allow you to import references
  from databases
• Have to save the data as a text file
• Each database uses a different import filter
• Shows EndNote how to interpret the imported text
  file

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Saving a text file on Medline
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Importing a text file
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Import Filter Manager
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Importing to EndNote using Connection Files

• Use File and Connect to connect to a database
  using a connection file
• Limited search facilities compared to the
  databases own search engine
• results then imported (transferred) into a
  library
• Connection File Manager lists available
  connections

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Choosing a Connection File
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Creating bibliographies

• Link between EndNote and Word ( see Tools menu)
• Cite while you write feature - inserts a citation
  directly into a Word document
• Formatting bibliographies using output styles (eg
  Harvard)

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Formatting your bibliography using Output Styles

• In Word select Tools, Endnote, Format
  Bibliography
• Choose the required Output Style from the list
• If not there select from EndNote Output Style
  Manager -1400 styles
• Or you can create your own style

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Format Bibliography
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Output Style Manager
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Finding an Output Style

• In EndNote choose Edit, Output Styles, Open Style
  Manager
• Select the required style from the list
• Click on Show Preview to preview the style
• EndNote website has a searchable database of
  styles

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What if I have an existing database of references?

• A conversion utility is available for Papyrus 6
  and 7 on EndNote web site
• ProCite and Reference manager files can be opened
  directly in EndNote (choose Open from the file
  menu)
• BibTex import utility available on the EndNote
  web site
• Conversion utilities for other programs can be
  downloaded from the Endnote web site

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Importing a tab-delimited /tagged file

• References lists in Access, Excel, etc can be
  saved as a tab-delimited file and imported
• Data must be prepared first
• References in Word must be saved in Tagged format
• Often easier to cut and paste

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Recommendations

• Keep the imported text files in case of import
  errors
• Only use one version of EndNote to edit
• Only have one library
• Backup your EndNote Library regularly

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Features of EndNote 8 onwards

• Unicode support - multilingual text, symbols and
  other technical characters
• Unlimited size of libraries
• Capacity to store larger records

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Other features

• Can attach image files to records (.bmp, .tif,
  .gif)
• Can attach application files to records
• EndNote provides pre-formatted templates for use
  with Word for submission to journals

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EndNote 9 features

• Increased performance faster
• More connection files, styles etc
• Improved multi-language support
• Easier to share libraries
• NB version 8 and 9 are directly compatible

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Further Help

• Academic Liaison Librarian
• Faculty IT Support Desk
• Library EndNote web pages
• EndNote Manual PDF
• Online EndNote course on WebCT
• Endnote - http//www.endnote.com
• AdeptScience - http//www.adeptscience.co.uk

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• Steve.mcindoe_at_manchester.ac.uk