EndNote X7 Advanced Handout
Contents
1. Export command exports only text figures are not included Copying Formatted References from EndNote and Pasting them into Word iF 2 3 4 5 Open your EndNote Library and select the desired references From the Edit menu choose Output Styles and select the style you want From the Edit menu choose Copy Formatted or Ctrl K to copy the references to the Clipboard Open Word or another appropriate program Notepad WordPad Google Docs etc Put the cursor where you would like the references to appear and Paste or Ctrl V Output Styles To Add Styles to the Output Styles List h 2 In EndNote go to Edit gt Output Styles gt Open Style Manager Go down the list to the style you want to show when formatting a bibliography in Word l0 x and click in the column box to the left of the style s name Or to mark all of the styles l x that are displayed click Mark All You can also use the Find by feature to locate na i styles corresponding to a subject area Close the Style Manager by clicking on the bottom gray X in the upper right hand corner You should now see the styles you selected in Edit gt Output Styles as well as in the styles list in Word To Modify a Style Aaa ND 8 9 In EndNote go to Edit gt Output Styles gt Open Style Manager Go down the list to the style you want to modify and double click on it to open the style Use the menu on the left side to navigate t2. April 1 2014 Page 4 Log in to your EndNote web account Click on Organize Click on Manage My Groups Click on Manage Sharing and enter those you wish to share with as well as selecting whether to allow each person Read Only or Read and Write access aera Using Cite While You Write EndNote Web First you must download the Cite While You Write Plug In 1 Log into EndNote Web 2 Under Format click on Cite While You Write Plug In 3 Click on Download Windows with Internet Explorer plug in or Macintosh 4 Run and install the plug in In Word designate that you want to use the EndNote Web Cite While You Write Go to the EndNote X7 tab and click on Tools then Preferrences Click on the Applications tab Next to Application change EndNote to EndNote Web Add the e mail address and password for your EndNote Web account Use the web version of Cite While You Write just like the desktop version a ee Term Lists EndNote s term lists are used to store terms such as keywords author names or journal names These lists can help improve consistency and accuracy in your references You can also use the Journals term list to store abbreviated journal names that EndNote can substitute for the full journal name in a bibliography With each new library three empty terms lists are created Authors Journals and Keywords As references are added to the library information from these 3 fields gets automatically entered into t
3. Sheldon Margen Public Health Library UC Berkeley EndNote X7 Advanced Handout Smart Groups Any references in your library that meet the search criteria will automatically be added to the smart group Also new references you add to your library that meet the search criteria will also be added to the group as they are added to your library References cannot be removed from a Smart Group however revising the search strategy will add and or remove references based on the new search criteria To Create a Smart Group 1 From the EndNote Groups menu click on Create Smart Group A Smart Group dialog box will appear 2 Inthe Smart Group Name box enter a name for your new group 3 Construct your search strategy adding or subtracting field boxes as needed 4 Click Create To Edit a Smart Group 1 In left pane of the library window right click on the name of group you want to edit 2 Select Edit Group 3 Make whatever changes in the search you wish 4 Click Save Create Group Create Smart Group To Rename a Group Create From Groups 1 In the left pane of the library window right click on the name of the group you EE want to rename Edit Group 2 Select Rename Group and type the new name in the box Delete Group Create Group Set You cannot rename automatically created groups such as All References Unfiled and Trash Rename Group Set To Delete a Group 1 In the left pane of the library window r
4. ally into the existing term list Close the Term Lists window To Edit Terms and Term Lists Any term in a term list may be modified or deleted without affecting any of the references in the library or any links between term lists and fields 1 2 3 4 5 Go to Tools gt Define Term Lists gt Lists tab and select the list that contains the term to be modified Click on the Terms tab Select a term and click Edit Term If multiple terms are selected only the first one opens Change the term as necessary and click OK when finished The modified term replaces the original term in the term list Close the Term Lists window To Create a New Term List 1 2 3 4 If you enter a lot of references manually you may find it helpful to create new term lists for things like publisher and city names Up to 31 term lists can be created for any library New term lists must be linked to fields for the Suggest terms as you type and automatic updating features to work Use the Link Term Lists command from the Tools menu Go to Tools gt Define Term Lists Click Create List and type the name for the new list and click OK Import a list of terms or enter them manually by clicking on the Term tab gt New Term Close the Term Lists window when you are done To Export a Term List 1 Ot ey Go to Tools gt Define Term Lists Highlight the term list that you want to export Select what delimiter you w
5. ant Click Export List Name the text file that will be created during the export Click Save and the terms are exported to the text file and listed alphabetically one term per line This file can now be imported into another EndNote library s term list or opened in a word processor to be printed Term lists cannot be printed directly from EndNote EndNote Help EndNote Help and Tutorials Public Health Library Includes handouts exercise sets from classes and tutorials on importing citations April 1 2014 Page 6 http www lib berkeley edu PUBL endnote html EndNote Help Users Guide EndNote X7 Online User Manual http endnote com if online user manual x7 EndNote Online Help http www myendnoteweb com help en_us ENW help htm Search the EndNote Knowledge Base for known problems and issues http endnote com support search knowledgebase Training Videos http www youtube com endnotetraining EndNote Discussion Forum 2008 Present Thomson Reuters http forums thomsonscientific com ts category id endnote EndNote Discussion List Searchable Archives 2000 2008 Adept Scientific http ists adeptscience co uk endnote April 1 2014 Page 7
6. ary as one file so that you can easily e mail and share your library Saving a Copy of Your Library Open EndNote Under the File menu click on Save a Copy Choose a location to save a copy of your library Rename the copy if desired The default name is Libraryname Copy Click on Save ee Saving a Compressed Copy of Your Library Open EndNote Under the File menu click on Compressed Library enIx Select your options Click Next Choose the location for the copy and rename the copy if desired The default name is Libraryname Click on Save oR WN 4 P EndNote Web http www myendnoteweb com A 2 year subscription of EndNote Web comes with the desktop version of EndNote There is a 50 000 reference and a 5 GB data e g file attachments limit Once you are registered for EndNote Web you can automatically sync your desktop library and EndNote web account share your EndNote web references and use the web version of Cite While You Write Automatic sync is only available for EndNote X6 If you have EndNote X5 or lower you need to transfer your references back and forth Sync Your Desktop Library and EndNote Web 1 Save a Copy of your library using the instructions above 2 In EndNote X7 click on Tools gt Sync 3 Input your EndNote Web account information 4 Specify what library you want to sync and how often You can only sync one library with your EndNote Web account EndNote Web Sharing
7. he term lists As new reference information gets entered EndNote will automatically start searching the term list to suggest a match Stored with the library term lists are specific to a particular library The default term list setting is to automatically update as information is entered To Turn Off Automatic Updating of Term Lists 1 Go to Edit gt Preferences gt Term Lists 2 UNCHECK the check boxes labeled Update lists when importing or pasting references and Update lists during data entry 3 Click OK To Manually Add a Term to a Term List 1 Goto Tools gt Open Term Lists and select the term list that you want to add terms to 2 Make sure you are on the Terms tab Click the New Term button 3 Enter your term and click OK to add it to the list 4 Close the Term Lists window To Import Terms from a Text File into a Term List April 1 2014 Page 5 Terms can be imported from any text file that lists the terms if they are listed one per line Make sure a Carriage return is also inserted after the last term in the list If you create a list of terms ina word processing document be sure to save the list as plain text 1 2 3 4 5 Go to Tools gt Define Term Lists gt Lists tab and select the term list you want to import terms into Click Import List Select the text file to be imported and click Open Click on OK in the confirmation window The new terms are imported and sorted alphabetic
8. ight click on the name of the group you want to delete 2 Select Delete Group and click Yes When you delete a group the group and references are removed but the references are not deleted from your library Independent Bibliographies Export a Bibliography from EndNote 1 Open the Library from which you will export 2 Ifyou want to export only some of the references in your library select those references now 3 Ifyou want to change the output style go to Edit gt Output Styles gt Open Style Manager a Select the output style and click Edit b Make any desired changes in the style such as in the Bibliography section changing the Sort Order adding the Abstract field to Templates etc April 1 2014 Page 1 ND c Click on File gt Save As and give your changed style a new name Always keep the original style as is in case you need to go back to it d Click on Save e Click on File gt Close Style to close the output style f Click on File gt Close Style Manager to close the style manager Click on File gt Export IMPORTANT Make sure the Export Selected References checkbox is Unchecked or grayed out if you are exporting your entire library From the Save as Type list at the bottom of the dialog select the type of file to be exported Text File Rich Text Format HTML or XML From the Output style list at the bottom of the dialog choose the desired style Name and Save the exported file NOTE The
9. n clicking on the format icon BIJU P A A Ax a Next define the Generic format which serves as the default template for reference types that do not have their own template In the left column under Citations click Templates Create your in text citation format When you are done go to File gt Save As Inthe dialog that appears name your style and click Save 10 Close the Style by clicking on the bottom gray X in the upper right hand corner 11 This will save the style and add it as an option in the Output Styles submenu of the Edit menu 12 Add your new style to the Output Styles List See instructions above 13 Open your Library if it is not already open 14 Select your new output style in the Bibliographic Output Style drop down menu Ss Q Amer J Public Health lt EB 15 Click on a reference 16 Click on the Preview tab to the right of the reference list 17 Select different references in your library to see how they in the new style OO NO To Download Additional New or Revised Output Styles EndNote has more than 5 000 styles but only about 490 popular styles are stored as in the Styles folder in your EndNote X6 folder Styles may change over time and new styles are created by EndNote 1 Open a web browser and go to http endnote com downloads styles 2 Because of the number of styles available it is best to search for the desired style 3 Enter the journal name in the Style o
10. o the feature s you wish to modify Make whatever changes you wish in the style When you are done click on File gt Save As and name the newly revised style The default name is Name of Style Copy Close the Style by clicking on the bottom gray X in the upper right hand corner Close the EndNote Style Manager by clicking on the bottom gray X in the upper right hand corner To choose the new style in a Word document click on the EndNote X7 tab Next to Style click on the drop down list to see the new style and select the style To Create a New Style It is generally easier to modify an existing bibliographic style see instructions above that closely resembles a style that you need than it is to create a new style from scratch 1 In EndNote go to Edit gt Output Styles gt New Style April 1 2014 Page 2 In the left column under Bibliography click Templates Click on the Reference Types drop down menu to choose a format With the cursor in the format box insert fields and punctuation to match your desired output style format Include all parentheses periods and other special characters you want included Indicate the correct amount of spaces between characters also a To insert specific fields click the Insert Field button and choose the desired field from the list of available fields and continue on You can choose to make the fields bold italics underlined etc by highlighting the field name the
11. r Journal Name box and click Apply Clicking on the Column names to change the list sort may be helpful to locate a particular style 4 Once you find the desired style click Download 5 Save the style file in the Styles folder typically in C gt Program Files gt EndNote X7 Tips for Formatting Figures and Tables in Word NI Goto EndNote 1 In Word click on the EndNote X7 tab 2 Click on the words Insert Citation seats Cation 3 In the drop down menu that appears click on Insert Figure to locate a figure insert note or a table and insert it into your Word document si 4 The Instant Formatting that applies to bibliographies does not apply to figures 7 Edit Library Reference s April 1 2014 Page 3 Edit amp Manage Citation s If you move or delete a figure in Word you must select Update Citations and Bibliography in the EndNote X7 tab to update the document If more than one in text figure citation references the same figure with the same caption GA those citations are assigned the same figure number and the figure only appears once in list of figures Output styles determine where the figures and tables will go in the document To change this location you need to modify the Figures amp Tables section of your output style Backing up Your EndNote Library Its a good idea to regularly backup your EndNote library and the associated DATA folder The compressed copy saves your EndNote libr
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