EndNote X4 with Word 2007
Contents
1. Author Year litle Journal Ref Type URL F Online Refere 128 Curtis 2008 The Academies programme pr Web Page http www sut Imported Refer 77 Curtis 2008 Primed for success the charac Web Page http Awww s ij Online Trash 3 Tough 2008 Productive partnerships an ex Web Page http www sut 7 lt Th s Online Search COPAC Preview Online Search Library Catalogue at Institute of Education Quick Edit A Whitty G Exley S and Sasia A 2008 Primed for success the characteristics and 9 Retrieved and deleted search results are listed here practices of state schools with good track records of entry into prestigious UK universities a 1 Select Preview This example shows the IOE House Style SIL II References 128 Hide Tab Pane Ready NUM 3 Import Filters Results retrieved by searching individual resources directly can also be imported into EndNote using customised import filters Although results are not always perfect and some manual reformatting may be required this can still prove an effective time saving option If data is poorly formatted within the resource it may not be possible to import all the data accurately so always check imported references for inconsistencies See content files below for more information To import references from a given resource ProQuest databases such as ASSIA ERIC Medline etc all use this method2. Library Catalogue at Institute of Education Quick Edit 6 Cop ealeciad rae Its Double cli J6 y u reference to open view to library of your choice In these examples a a fana lwhity Click and hold Ctrl for Whitty is retrieved as a secondary author multiple selections and right click mouse to ite Contains v Beza 3 PubMed NLN p E Web of Scienc 0 copy or use more Showing 3 of 3 references i Groups AN Rens 1 q Total no of retrieved results __ amp Hide Tab Pane _ Ready NUM ear v Contains 2008 10 Use the Move Copy and Show Hide Selected References commands on the References menu to help you review the search results 11 The Preview window within the new integrated tab pane at the foot of the library window used in conjunction with the styles dropdown at the top of the screen shows the formatted version of selected references see illustration below 12 To execute a new search simply select your chosen connection file and search again A record of retrieved records is recorded in brackets beside each resource Click on Online References to see all search results and Online Trash for those subsequently deleted IOE Library July 2012 Page 7 EndNote X4 Online Mode lS File Edit References Groups Tools Window Q ww Institute of Education House 2 Select output style from dropdown My Library
3. and Web of Science Most Individual publishers such as SwetsWise ScienceDirect and Informaworld now also offer a direct export option as does Google Scholar The export process may differ slightly between resources but your marked or saved reference list will be sent directly to the EndNote library of your choosing See our individual eLibrary resource guides for further details www ioe ac uk library guides 2 EndNote Search EndNote provides a powerful search interface for both searches of EndNote libraries See managing references below and searches of remote databases or library catalogues This interface may not offer the sophisticated search options available within individual databases but is a very fast and efficient way of retrieving and importing basic search results Pre configured connection files to IOE Library July 2012 Page 5 enable such searches are provided for a wide range of resources See content files below for more information about using these with your own computer To establish an external connection to a given resource 1 Open a new or existing library 2 Choose either Integrated Library amp Online Search Mode to import results directly into your library or Online Mode to import into an interim temporary library 3 Select your chosen resource from the left hand search menu see illustration below 4 If it does not appear by default select More to access the connection manag
4. 1 Save your selected search results references locally as a text file in tagged format 2 Open a new or existing library We strongly advise you create a temporary holding library for initial analysis editing When you are happy with the selection references can then be copied to your main library 3 Select File gt Import from the on screen drop down menu top left or click on the Import icon O on the toolbar 4 Select the appropriate filter for that resource from the Import Option drop down list or search for other filters 5 Choose the options Import All Duplicates and No Translation 6 Click on Import to automatically import the saved references To extract and create references from individual or multiple sets of PDFs select File gt Import from the on screen drop down menu top left Navigate to the saved file or folder for multiple PDFs Select PDF from the Import Option drop down Choose the options Import All Duplicates and No Translation Click on Import to automatically create references from the files and attach the full text PDF ae YS see the Intranet for the best methods for transferring references from individual resources into EndNote libguides ioe ac uk content php pid 312099 amp sid 2554558 IOE Library July 2012 Page 8 Finding Full Text lf your retrieved or input references are electronic journal articles from titles we subscribe to and are included in the Web of Science database
5. David Centre for the Study of Comprehensive Schools Year 3 Titles will appear i aa exactly as Input 2 Corporate authors must end with comma itle Comprehensive education evolution acheivement and new directions 1 Added to Library 21 09 2010 Last Updated 21 09 2010 EE Ready NUM e Special bibliographic formatting and punctuation such as abbreviation or italicising journal names should not be included Enter only the raw data and leave the formatting to EndNote e Styles will not alter the capitalisation of titles They will appear in the bibliography as originally input e You can include abstracts comments keywords quotes and research notes in the relevant fields where appropriate e EndNote uses term lists for the Author Journals and Keywords fields If you begin to enter a name journal or keyword that you have used before in that library EndNote will auto complete the term for you to speed up data entry Text formatting in red is unique to your library e To link a file to a reference in your EndNote library first highlight your chosen reference and then either o Select References gt File Attachments gt Attach File and navigate to the appropriate file See the finding full text section below also o Open the reference and simply copy and paste or drag and drop the file into the file attachments field Attachments are saved with your library in the DATA folder IOE Li
6. Select the relevant reference s using either of these methods e Choose the Insert Citation option from the tab and then the Find Citation option from the dropdown and search for a relevant author name keyword or other combination of terms e Alternatively identify and highlight the relevant reference s within your library itself To insert your selections click on the Insert Options in the Find Citation dialogue window or Insert Selected Citation s from the dropdown if you have pre selected a reference in your library Or you can also simply copy and paste or drag and drop these references into the document The latter options will insert unformatted citations surrounded by curly brackets eg Taylor 2003 228 and the bibliography will not appear at the end of the document as normal See below for formatting options You can also use the quick links on the library menu E to work from the library to the document in reverse if you wish The Edit Citation s command allows you to edit existing individual or multiple citations For example adding page numbers if your chosen output style supports this or additional data inside the brackets excluding an author name or date see below Right clicking on a citation will offer these editing options also Simply typing or altering text within the brackets will not work as EndNote controls what appears here The Edit Citation s dialogue box also contains Tools and Edit Re
7. functionality To add references manually 1 Open a new or existing library 2 Select References gt New Reference from the on screen drop down menu top left or click on the icon 3 Select the appropriate readymade reference template there are over 40 versions for each entry from the reference type dropdown at the top of the window see illustration below IOE Library July 2012 Page 3 4 Enter bibliographic data into each of the fields adding as much information as possible checking the accuracy of details carefully whilst following these basic rules e Author names are entered one name per line with either last name followed by a comma and then first name for example Whitty Geoff or simply as Geoff Whitty EndNote will assume the last word is the Surname and the other words are forenames if the comma is not used e If you are entering initials instead of full forenames be sure to type a space between initials Using full forenames is preferable as some styles do specify that format Fa EndNote X4 Hewlett 2006 1 lt eee ee I References are saved with a unique record no re File Edit References Groups Too G oer ee ee X 4 Finally close to save TA as A b Sey Plain Font Plain Side zj E Jf U P A A Author Hewlett Mark 2 Author names can be Richard Pring m ile way but 1 Choose reference type Tullock Margaret eee Oe Whitty Geoff Gillborn
8. your library is displayed Cite While You Write CWYW Having established your EndNote library you can now easily add references to your Word document using the Word 2007 EndNote tab see below This replaces the CWYW toolbar in previous versions The tab is subdivided into three groups with commands that focus on Citations Bibliography and other Tools Most of the commands are self explanatory and new functionality includes the ability to integrate Word s own referencing options into EndNote The IOE House Style is applied to your citations and bibliography by default on IOE computers but hundreds of other styles are available for you to choose See the content files section below for more information IOE Library July 2012 Page 10 EndNotexX4Guide Word Home Insert Page Layout References Mailings Review View EndNote x4 ER Goto EndNote Style Institute of Education Hou 2 Export to EndNote he ay Edit amp Manage Citation s Update Citations and Bibliography oats Preferences Insert Citation se Edit Library Reference s ty Convert Citations and Bibliography F EndNote Help Citations Bibliography i Tools To cite a reference 1 2 3 Start Microsoft Word and open the paper you are writing Open the EndNote library that contains the references you wish to cite using the Go to EndNote prompt on the tab Position the cursor in the text where you would like to insert the citation s
9. Leading education and social research Institute of Education University of London EndNote X4 with Word 2007 What is EndNote EndNote is a bibliographic reference manager which allows you to maintain a personal library of all your references to books journal articles theses and websites It also allows you to search online bibliographic databases and library catalogues and import these references directly into EndNote You can then effortlessly reproduce those references in your own writing assignment thesis article or reading list in hundreds of different bibliographic styles EndNote s Cite While You Write feature automatically formats citations figures and tables in Microsoft Word to produce a complete bibliography with in text references Previous versions of Word had a floating EndNote toolbar This has been replaced by the EndNote tab in the Word 2007 ribbon The functionality is basically the same and includes integration with Word s new referencing system Although EndNote is designed as a bibliographic database you do not need to restrict yourself only to references to documents You can add all sorts of other material to your EndNote library such as personal communications from supervisors and other authors or your own developing thoughts Accessing EndNote at the Institute Note We currently have EndNote X5 on Institute PCs and Macs as a Word plug in see getting started below
10. What s new in EndNote X4 e Import your existing PDFs into your library to create new references with attached searchable full text documents e Full integration with EndNote Web making it easy to transfer thousands of references to the web and share with colleagues using the shared groups feature e New auto hyperlinks between in text citations and the bibliography in Word e Combined edit and manage citations command on the Word toolbar IOE Library July 2012 Page 1 e Automatic citation report of references used in a Word document in your EndNote library e New quick edit tab on the main library window to instantly edit references e Create new groups by comparing combining and suppressing existing groups e Use EndNote Web s screen capture feature to automatically scan web pages for reference material and import and automatically create new records in X4 Buying a copy for your own computer The latest version EndNote X6 is available to buy August 2012 and install on your own machine from edustore adeptscience co uk You will also find guidance about minimum system requirements Staff and students can buy it for a very much reduced price because the Library has a site licence You can use the IP option within the IOE but will need your lOE network username and password to access the site remotely You must provide full credit card email details and a delivery address in the UK or abroad if ordering the hard copy Hel
11. brary July 2012 Page 4 e Each reference can be edited or amended at any time and any changes saved when closed All references are given a unique record number which cannot be changed Automatic Input Three import export options are available to directly transfer references from remote databases library catalogues and your existing PDFs into EndNote 1 Exporting references directly from within individual databases to EndNote 2 Using EndNote s own search function to retrieve references from remote resources 3 Searching remote resources directly and importing results into EndNote using a customised import filter This now includes an option to import your existing PDFs to create new references with attached searchable full text documents Some manual re formatting may be required with all three operations if data is not imported into the correct reference fields but try searching for your existing references this way to save time See the Intranet for the best methods for transferring references from individual resources into EndNote libguides ioe ac uk content php pid 312099 amp sid 2554558 1 Direct Export This is perhaps the best option as it combines the powerful search capabilities within individual resources with automatic export to EndNote Databases which offer this include Australian Education Index AEI British Education Index BEI and ERIC via ProQuest International Bibliography of the Social Sciences IBSS
12. brary July 2012 Page 6 lol e x PA EndNote X4 Online Mode Confirm Online Search lel File Edit References Gr Window Found 3 records G in rated Retrieve records from Clear currently displayed results before retrieving records 1 Remote connection i established 4 Specify hoe Online Search Library Catalogue at Institute of Educati selection and click i nline Search Library Catalogue at Ins of Education ick Edi i r i Online Search ii 7 weet OK to display cOPAC 0 search results CrossRef 0 umor ba ontains v QERIC CSA O O OE Libra y r O Year v Contains 2008 B 2 Specify ana Title v Contains B search terms and fields and click Search Showing 0 of 0 references in Group All References 125 i 22 Hide Tab Pane Ready NUM EndNote X4 Online Mode a File Edit References Groups Tools Window Help 5 x Q 6 Annotated J 7 O C5 Gp amp ka Fd A Quick Search v A MyLibray Author Year Title Journal Ref Type E Online Referenc 128 Curtis 2008 The Academies programme pr Web Page lmported Referen 77 Tough 2008 Productive partnerships an ex Web Page Curtis 2008 Primed for success the charac Wep Page if Online Trash 3 4 E i slick E Search
13. ces in a library select References gt Show All References e To show selected references in the library window click on your chosen reference s whilst pressing control Ctrl and select References gt Show Selected References e To hide selected references click on your chosen reference s whilst pressing control Ctrl and select References gt Hide Selected References e Tocreate a new subgroup of references select Groups gt Create Group and then simply drag and drop references into the new group e To create new subsets of references within a group select Groups gt Create Group Set and then simply drag and drop references into the new group IOE Library July 2012 Page 9 e o create a new subgroup of references which will update automatically using your predefined search criteria select Groups gt Create Smart Group e Tocreate a new subgroup of references by comparing combining and suppressing existing groups select Groups gt Create From Groups These special groups are assigned this icon in the groups area e To sort references select Tools gt Sort Library choosing the appropriate fields or simply click on the appropriate heading within the library window to dynamically sort that field e To open or edit a reference select the appropriate reference s and select Quick Edit from the tab pane at the foot of the library window or simply double click on the reference e o view summary information da
14. er interface 5 Alternatively select Tools gt Online Search from the on screen drop down menu top left browse and select the appropriate resource from the alphabetical list and click Choose 6 Resources selected in this way or searched previously will remain displayed in the online search group window Online Search British Library OIE Library Cat O IOE National Cr ans O IOE Physical E O IOE Social Ser O IOE Sociologic O IOE Vrorldwide O IOE Zetoc 7 When the connection is established see illustration below the search interface will open ready for you to enter your search terms into the appropriate field s Then click on Search The search options available will vary within each database or catalogue 8 EndNote will perform the search and display the number of references that were found to match your search criteria You have the option of retrieving all of the references or a specific range of references Click OK to retrieve and view these references 9 We strongly advise you create a temporary holding library to copy references to using the References gt Copy References To command for initial analysis editing Online Search Mode will offer this option When you are happy with the selection references can then be copied to your main library and assigned to custom groups as required Or simply B highlight and copy references to your current open library using the icon IOE Li
15. ference quick links offering other useful editing formatting functions You can edit the library reference within this window or by clicking on the Edit Library Reference s command on the tab IOE Library July 2012 Page 11 EndNote X4 Edit amp Manage Citations Coxe F3 Citation Count Library Tough Sasia and Whitty 2008 Whitty 2009 Tough 2008 3385 IDE House Style Edit Reference w Whitty 2009 30 IOE House Style Edit Reference ttrt aaea Edit Citation Reference 1 Select citation E Exclude author X Exclude year for editing ae whi to additional Prefix as discussed by referencing options 2 Edit citation elements as Pages 50 55 required suffix Tools lt Quick links to additional Cancel Help bibliographic editing options Totals 1 Citation Group 10 If your citations are not automatically formatted but appear as Taylor 2003 228 for example or a bibliography is not updated each time you insert a citation select Update Citations and Bibliography from the tab choosing the appropriate output style A complete bibliography will be created at the end of your document 11 Instant Formatting can be enabled via the Preferences option on the Tools tab 12 You can toggle between linking Endnote and EndNote Web to Word for referencing via the Preferences gt Application option on the Tools tab and entering your EndNo
16. or contain a DOI Digital Object identifier anywhere in the record you can often download and attach the full text article to a reference in your library simply highlight your chosen reference s and click on the Find Full Text icon on the toolbar to attach a full text PDF If you have bought EndNote adding the address of our SFX link resolver to the configuration will also help locate and link to full text sources 1 Select Edit gt Preferences gt URLs amp Links within your library 2 Add hitp sfxhosted exlibrisgroup com loe to the OpenURL Path 3 Inthe Arguments section change the sid from ISI WoS to ISl endnote Then highlighting a reference and selecting References gt URL gt Open URL Link will open a menu with options to link to full text and related sources Please observe the usual copyright restrictions when downloading and using such sources Managing References There are various ways to find select edit or delete references and navigate within a library using the commands on the toolbar The majority of these commands are only available in Integrated or Local Library Mode Right clicking on a reference will offer other options also One of the most useful is the Groups feature allowing you to create clusters and subsets of references within your library Smart Groups are dynamically updated as you add new references or edit references in the library Important commands include e To show all referen
17. p and advice This is only a brief introductory guide to EndNote For further sources of information please see EndNote s inbuilt help function accessible via the onscreen menu The complete user manual provided with the software EndNote Library and Cite While You Write FAQs Our new LibGuide on the web libguides ioe ac uk endnote Library staff at lib enquiries ioe ac uk EndNote technical support staff www adeptscience co uk kb Getting started e f using the networked version click on the desktop icon or launch EndNote within Word using the Go to EndNote command on the EndNote tab see below EndNotexX4Guide Word Home Insert Page Layout References Mailings Review View EndNote x4 EN Go to EndNote Style Institute of Education Hou 2 Export to EndNote __ a Insert Citation 3 Edit Library Reference s ay Convert Citations and Bibliography EndNote Help dit amp Manage Citation s Update Citations and Bibliography fu Preferences Citations Bibliography F Tools Launch EndNote IOE Library July 2012 Page 2 e If using your own version on a PC select Start menu gt All Programs gt EndNote gt EndNote Program or create a desktop shortcut e A dialog box appears prompting you either to open an existing library select browse to navigate to it or create a new one and rename as appropriate e EndNote has provided one called Paleo for demonstration purposes All saved librarie
18. s have the suffix enl e By default networked computers save libraries to the N drive e Itis important to make back up copies of libraries and the corresponding DATA folder Use the compressed library feature by selecting File gt Compressed Library enix at the top of the library screen to save email a copy of your library and attached files if required Entering references into EndNote References can either be added manually to a library or automatically imported or exported from remote databases and catalogues thus saving considerable time and effort Advice on how to select and sort references and navigate within your library is included below under managing references You can choose between three display modes in the X4 library window which offer different features Integrated Library amp Online Search Mode Online Search Mode Temporary Library Local Library Mode With Integrated Library amp Online Search Mode all groups and commands are available and any references downloaded from an online search are automatically saved to your open library see below The other option is to work in Local Library Mode where online search groups are not available and switch to Online Search Mode when you wish to search and download references from an online resource These references can be saved to a temporary library for review Manual Input This might be the best option for familiarising yourself with EndNote s basic
19. te Web credentials there 13 Other useful commands include e Convert Citations and Bibliography to unformat citations or produce a plain text copy of the document without embedded EndNote code e Export Travelling Library under the Export to EndNote option to create a library of only those references used in the document 14 A new sub group in the left pane of the library window indicates which references appear in which open documents MAWEScicieiele Si 15 Hyperlinking between references and the corresponding entry in the bibliography can be enabled via Bibliography gt Format Bibliography on the tab Content Files Connections Filters and Styles When you buy Endnote X4 it comes preloaded with a range of content files to retrieve and format references but to reduce delays when loading the programme the full range is no longer installed Other types can be downloaded from the web or the IOE Intranet pages see libguides ioe ac uk content php pid 312099 amp sid 2591910 as required To download from the web choose Edit gt Connection Files gt Open Connection Manager gt Get more on the Web It is the same basic procedure for filters and IOE Library July 2012 Page 12 styles The most important files for IOE users include the IOE House Style and the IOE Library Catalogue connection file and are included on all IOE computers Further Guidance See the help and advice section above for more sources of informa
20. te added fields used times cited etc select the appropriate reference s and select References gt Record Summary or simply right click on the reference A library summary is available via Tools gt Library Summary e To select multiple references highlight while holding down control Ctrl e To browse through a library use the arrows displayed above an open reference e To search for duplicate entries make sure all references are shown and select References gt Find Duplicates Any duplicates found are displayed in scrollable side by side panes with the option to keep or edit your preferred entry e Tosearch specific fields within references including dates keywords etc use the search option showing at the foot of the library window The default option is Search Whole Library The search interface is the same as for an online search Specific searches can be saved as smart groups e Select Tools gt Open Term Lists to browse and edit common fields such as author and keyword automatically indexed in your library e To move or change data within specific fields highlight the appropriate references and select Tools gt Change and Move Fields e To export a complete bibliography as a text file first choose your preferred output style and then select File gt Export and save appropriately Tab delimited format is available for easy export to Excel or an Access database e Select Edit gt Preferences to change basic functionality and how
21. tion on using EndNote Check out the Endnote tutorials on YouTube New features and enhancements in X5 are summarised tn this short video For further eLibrary Resource Guides see www ioe ac uk library quides IOE Library July 2012 Page 13
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