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EndNote: The Next Steps

EndNote: The Next Steps. Rebecca Starkey Reference Librarian The Joseph Regenstein Library r starkey@uchicago.edu 773-702-4484. Overview of Session. What will be covered: Managing EndNote libraries Editing and customizing Endnote records Creating notes and bibliographies Output styles

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EndNote: The Next Steps

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  1. EndNote: The Next Steps Rebecca StarkeyReference LibrarianThe Joseph Regenstein Libraryrstarkey@uchicago.edu773-702-4484

  2. Overview of Session What will be covered: • Managing EndNote libraries • Editing and customizing Endnote records • Creating notes and bibliographies • Output styles • Creating “stand alone” bibliographies • Cite While You Write

  3. Basic EndNote Terminology Library • An endnote database, or a collection of references Reference • Database record which represents an article, book chapter, conference paper, book, etc. Field • One part of a reference, such as the author, title, journal, etc.

  4. Obtaining References The four ways of getting references into EndNote: • Typing them in • Direct Export • Importing using an Import Filter • Connection Files

  5. Managing EndNote Libraries • Changingdisplay preferences • Editing references in EndNote • Duplicate detection and removal • Using term lists • URL field and linking

  6. Editing References • To spot errors due to incorrect filtering or typographical mistakes, use Hide/Show Preview • Correcting a single record • Cut and Paste • Highlight, then drag and drop • Correcting several records: • Edit menu / Change Text • References menu / Change and Move Fields

  7. Duplicate References • Removal of duplicate references is a personal choice • Duplicate detection can be set at varying levels of sensitivity • Edit / Preferences to change duplicate detection parameters

  8. Using Term Lists • Term lists are files that contain “controlled vocabulary” for consistent data entry and formatting. • There are three types of term lists available: • Authors • Journals • Keywords

  9. Linking • Use the Link To function to “attach” files to your EndNote records. • Helps you access what you need quickly and easily! • Link to a stable URL (such as a JSTOR article) • Link to a file stored on your hard drive • Link to an image

  10. Creating Bibliographies • Using Output Styles • Types of output styles • Editing output styles • Creating Bibliographies in EndNote • Web bibliographies • Cite While You Write (CWYW) in Word

  11. Output Styles • EndNote comes with several output styles included for your bibliography. • MLA, APA, Turabian, and Chicago • Specific journal styles are also included • Download more from EndNote Web site • Use these for creating bibliographies within EndNote and using Cite While You Write

  12. Editing Output Styles • Sometimes you may need to edit your output style slightly • Edit / Output Styles / Open Style Manager, select your style, select “Edit” • Change abbreviations, page numbering, author order, etc. • You can also create your own style.

  13. Create a Bibliography in EndNote • Quick and easy bibliographies can be created in EndNote • Tools / Subject Bibliography • Can create bibliographers using certain fields as criteria (Author, Journal, or custom fields) • Save your bibliography in rich text, text or html format.

  14. Cite While You Write • When you install EndNote on your computer, it also installs a plug-in for MS Word • You can search and input citations in EndNote while working in a Word document • Creates temporary citations that can be formatted using your output styles • Formats your bibliography and notes as you work

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