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Using Endnote . Tiffany M. Bludau September 5, 2007. Overview. Getting Endnote Endnote basics Adding references Using Endnote Reference lists Cite While You Write Organization. Getting Endnote. http :// www.gmu.edu/org/iopsa/research.htm Endnote 7 and 10 for PC
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Using Endnote Tiffany M. Bludau September 5, 2007
Overview • Getting Endnote • Endnote basics • Adding references • Using Endnote • Reference lists • Cite While You Write • Organization
Getting Endnote • http://www.gmu.edu/org/iopsa/research.htm Endnote 7 and 10 for PC Endnote 7 and 10 for Mac • Which version? • Sharing of Endnote libraries • Compatibility with MS Word • Operating system
Endnote basics • File types - Libraries • Can create multiple libraries • Personal preference • My recommendations • Separate libraries for each class/topic area • One “Master” library • Only use one library per paper to keep things simple
Endnote basics • Endnote works as a database • Shortcuts • New reference – Control + N • Search – Control + F • Show all – Control + M • Sort references – References, Sort references • Find duplicates – References, Find duplicates
Adding references – PsycINFO • Open Endnote • Create new library or use existing library • In PsycINFO, select relevant articles • Go to “Folder” • Select items to export; click on “Export” • Click on “Direct Export to EndNote, ProCite, or Reference Manager” • Note: I usually uncheck “Remove items” box…just in case the export fails • Click “Save” then follow directions in your browser. • Click “OK” with the “Open with” checked in Mozilla; then select library • Select library in Internet Explorer • May have to have library closed first – Vista
Adding references - Manually • Within library, hit Control + N • Default (Journal Article) • To change, Edit, Preferences, Reference Type • Enter in author, title, journal, book, pages, etc. • Enter in as APA format to make things easier • Author – Sample, A B • Title - Using Endnote: Tips and tricks • Preview below • Note automatic formatting (i.e. conference presentations)
Adding references - Miscellaneous • Custom fields • Classes – i.e. PSYC 703; PSYC 740 etc. • Research groups • Edit, Preferences, Reference types, Modify reference types • Abstracts and notes • PsycINFO includes abstracts • Can also add your own notes
Quick reference lists • To quickly share list of references or print out a list… • Select relevant references through a search or hit Control and click on relevant references • Use Control + K to select only text…not reference info • Then paste (Control + V)
Using Cite While You Write (CWYW) • Inserts relevant author and year info • Correctly orders citations • Keeps track of occurrences of citations (when to use “et al” after first occurrence) • Removes reference from list if you remove occurrence • Output styles • APA 5th, AoM Review, AoM Journal, JASP, OBHDP, PSPB, and many others
Preparing CWYW • Endnote X does not work with earlier versions of MS Word (pre 2000) • Compatibility issues? • http://www.endnote.com/support/faqs/CWYW/faq1.asp • MS Word 2003 • May need to manually set-up • MS Word 2007 • Shows up in “Add-ins” • http://www.endnote.com/support/faqs/cwyw/faq43.asp
Before using CWYW • Have your references in your library • Add references as necessary • Do not try to add to references section manually • Much easier to let Endnote do for you • By default is set to auto-correct
CWYW – Formatting bibliography • Format bibliography • Click on appropriate “Format document” • Make sure correct output (usually APA 5th) is selected • Layout • Change format, title, indentation • Instant formatting • Libraries used
CWYW – Editing Citations • Changing author or year info • Right click on citation • “Edit citation” • Click on “Exclude Author” or “Exclude Year” • Adding in text • Right click on citation • “Edit citation” • Type in EXACT text, including spaces
Other ways to use Endnote • Helps to organize your personal library • Ask any person who has taken comps! • Can differentiate between your personal library (in print vs. electronic) or identify articles specific to your classes • Link to PDF files • Share files; quick and easy way to get relevant articles on specific topics
Good luck using Endnote! • Feel free to e-mail with questions • tbludau@gmu.edu