EndNote X3 with Word 2007
Contents
1. 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 e Tocreate anew subgroup of references which will update automatically using your predefined search criteria select Groups gt Create Smart Group e Tosort 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 e References gt Edit references or simply double click on the reference e To view summary information date 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 your preferred entry e To search 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 Th2. 3 Inthe Arguments section change the sid from ISI WoS to ISI 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 IOE Library September 2010 Page 8 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 references 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 anew subgroup of references select Groups gt Create Group and then simply drag and drop references into the new group
3. College 4 Preview Online Search Library Catalogue at Institute of Education E B a mmama Cuis A Whitty G Exley S and Sasia A 2008 Primed for success the characteristics fl Retrieved and and practices of state schools with good track records of entry into prestigious UK deleted search universities a report on research Online Available at results are listed http aanw suttontrust com reports PrimedforSuccess pdf 1 Select Preview This example shows the IOE House Style JOE Worldwide P 0 PUOC Fata a ou 1S Showing 3 of 3 references in Group All References 13 Hide Tab Pane Ready IOE Library September 2010 Page 7 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 method 1 Save your selected search results references locally as a text file in tagged format 2 Open anew or existing library We stron
4. EndNote X4 will be available autumn 2010 Buying a copy for your own computer The latest version EndNote X4 is available to buy and install on your own machine from https 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 Information Services has a site licence You can use the IP option within the IOE but will need your ATHENS account 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 IOE Library September 2010 Page 1 Help and advice This is only a brief introductory guide to EndNote For further sources of information please see e EndNote s inbuilt help function accessible via the onscreen menu e The complete user manual provided with the software e EndNote support pages on the Intranet intranet ioead ioe cms get asp cid 10170 amp 10170 0 9826 e Library staff at lib enquiries ioe ac uk e 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 Page Layout References Mailings Review View EndNote X3 Style Annotated X 2 Export to EndNote 7 Update Citations and Bibliography d Preferences ie Edit Library Reference
5. Primed for success the characterist 5 Double cl ick Online Search Library Catalogue at Institute of Education 6 Copy selected resu Its r teronce 1o Opari view Seacheeneet to library of your choice E examples Click and hold Ctrl for Whitty is retrieved as author x contains whi multiple selections and a secondary author f ves m contains right click mouse to OOE Social S 0 Ars rex contain SOD IOE Sociolo 0 y showing 3 of 3 references in Group All References 3 _ Total no of retrieved resu Its a Hide Tab Pane 7 Ready 11 Use the Move Copy and Show Hide Selected References commands on the References menu to help you review the search results The Preview command 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 lt EndNote X3 Online Mode i Journal E Online References 2008 The Academies programme progres mal a 2008 Productive partnerships an examin Online Treen 2008 Primed for success the characteris Online Search Birkbeck
6. s ty Convert Citations and Bibliography EndNote Help Citations Bibliography fa Tools Launch EndNote e f 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 libraries have the suffix enl e By default networked computers save libraries to the N drive e tis 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 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 new display modes in the X3 library window which offer different features IOE Library September 2010 Page 2 Integrated Library amp Online Search Mode Online Search Mode Temporary Library Local Library Mode With Integrated Librar
7. 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 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 or library catalogues into EndNote IOE Library September 2010 Page 4 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 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 individu
8. Leading education er and social research Institute of Education University of London EndNote X3 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 We currently have EndNote X1 on Institute PCs and Macs as a Word plug in see getting started below
9. al resources into EndNote intranet ioead ac uk ioe cms get asp cid 10170 amp 10170 0 13428 connection 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 Dialog DataStar International Bibliography of the Social Sciences IBSS 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 quides 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 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 establi
10. ces gt Application option on the Tools tab and entering your EndNote Web credentials there 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 Content Files Connections Filters and Styles When you buy Endnote X3 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 IOE Library September 2010 Page 11 Other types can be downloaded from the web or the IOE Intranet pages see intranet ioead ioe cms get asp cid 10170 amp 10170 0 13428 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 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 See the help and advice section above for more sources of information on using EndNote kkkkkkkkkkkkkkkkkkk For further eLibrary Resource Guides see www ioe ac uk library guides IOE Library September 2010 Page 12
11. e search interface is the same as for an online search e Select Tools gt Open Term Lists to browse and edit common fields such as author and keyword automatically indexed in your library IOE Library September 2010 Page 9 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 e Select Edit gt Preferences to change basic functionality and how 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 Z gt i Home Insert Page Layout References Mailings Review View EndNote x3 3 EN Go to EndNote Style Annotated v 42 Export to EndNote gt 7 Ed
12. gly 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 down arrow on the toolbar 4 Navigate to the saved file 5 Select the appropriate filter for that resource from the Import Option drop down list or search for other filters 6 Choose the options Import All Duplicates and No Translation 7 Click on Import to automatically import the saved references See the Intranet for the best methods for transferring references from individual resources into EndNote intranet ioead ioe cms get asp cid 101708 amp 10170 0 13428 connection Finding Full Text If your retrieved or input references are electronic journal articles from titles we subscribe to and are included in the Web of Science database 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 Adding the address of our SFX link resolver to EndNote will also help locate and link to full text sources 1 Select Edit gt Preferences gt URLs amp Links within your library 2 Add http sfxhosted exlibrisgroup com loe to the OpenURL Path
13. it Citation s Update Citations and Bibliography a Preferences Insert Citation 34 Edit Library Reference s Convert Citations and Bibliography EndNote Help Citations Bibliography E Tools To cite a reference 1 Start Microsoft Word and open the paper you are writing 2 Open the EndNote library that contains the references you wish to cite using the Go to EndNote prompt on the tab 3 Position the cursor in the text where you would like to insert the citation s 4 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 5 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 IOE Library September 2010 Page 10 The Edit Citation s command allows you to edit existing individual or mul
14. play 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 10 We strongly advise you create a temporary holding library to copy references to using the Copy References To command for initial analysis editing Only 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 2 EndNote X3 Online Mode I Confirm Online Search Q AG Annotated 1 Remote connection established Online Search Birkbeck Col 0 British Library 0 2 Specify pogi search terms And IM Year and fields and click Search And x Year Contains Search Remote Library 4 Specify selection and click OK to display search results Contains v whitty 2008 Contains be Showing 0 of O references in Group All References 0 eae bitte Tab Pane Ready IOE Library September 2010 Page 6 4 EndNote X3 Online Mode File Edit References Groups Tools Window Help Q A e Annotated FEE I 6 Gp e o ta Era Afat Bi Author Title Journal E Online References 3 The Academies programme progres WW Online Trash 0 Tough Productive partnerships an examin
15. renames is preferable as some styles do specify that format IOE Library September 2010 Page 3 Al EndNote X3 Hewlett 2006 24 References are saved with a unique record no led File Edit References Groups Tools Windo ETD o xX Retereone pe Book 4 Finally close to save Z ia WwW Plain Font v Plain Siz D B I U P AY Ay Author Hewlett Mark 2 Author names can be Richard Pring entered either way but 1 Choose reference type Tullock Margaret note use of comma Whitty Geoff Gillborn David Centre for the Study of Comprehensive Schools Year 3 Titles will appear 2006 exactly as input 2 Corporate authors must end with comma Title Comprehensive education evolution acheivement and new directions Added to Library 11 27 2009 Last Updated 11 27 2009 Ready 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
16. sh 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 manager interface IOE Library September 2010 Page 5 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 Specific Institute resources are grouped together prefaced by IOE Online Search British Library OE eni Cat IOE National Cr JOE Physical E IOE Social Ser O IOE Sociologic IOE Worldwide IOE Zetoc 7 EndNote may prompt you for an ATHENS username and password if accessing ATHENS protected resources at the Institute or remotely 8 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 cata logue 9 EndNote will perform the search and dis
17. tiple 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 EndNote X3 Edit Citation Use this window to view select edit and remove citations From your current document Citations i in document Formatted Citation Example reference Gs A Taylor 2003 228 i Prefix as discussed by i Edit se citation 1 Select citation sarees elements for editing Pages 50 55 as required Hu Reference Type Book Record Number 228 C Exclude author Exclude year Year 2003 Author Taylor Angela M Title Resnondinog Fn adolescents helninn relatinnshin skills For vouth workers Library Traveling Library 1 citations T 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 Instant Formatting can be enabled via the Preferences option on the Tools tab You can toggle between linking Endnote and EndNote Web to Word for referencing via the Preferen
18. y 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 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 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 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 fo
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