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Introduction to EndNote

Introduction to EndNote. Martin Snelling March 2007. Aims. To provide an overview of the software Highlight the main uses of EndNote Demonstrate key functionality. Structure. Overview presentation Demonstration Questions. What is EndNote. Software to manage bibliographic references

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Introduction to EndNote

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  1. Introduction toEndNote Martin Snelling March 2007

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

  3. Structure • Overview presentation • Demonstration • Questions

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

  5. 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)

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

  7. 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

  8. EndNote Library

  9. EndNote Record (journal article)

  10. 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)

  11. 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)

  12. 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

  13. 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

  14. Saving a text file on Medline

  15. Importing a text file

  16. Import Filter Manager

  17. 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 database’s own search engine • results then imported (transferred) into a library • Connection File Manager lists available connections

  18. Choosing a Connection File

  19. 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)

  20. 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

  21. Format Bibliography

  22. Output Style Manager

  23. 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

  24. 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 Openfrom 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

  25. 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

  26. 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

  27. Features of EndNote 8 onwards • Unicode support - multilingual text, symbols and other technical characters • Unlimited size of libraries • Capacity to store larger records

  28. 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

  29. 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

  30. 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

  31. Steve.mcindoe@manchester.ac.uk

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