endnote: the basics

EndNote: The Basics

Agenda

► In today’s session you will learn to:– Create and open EndNote libraries– Create, edit and delete references in EndNote

Libraries– Import references/citations to Endnote from Ovid

and PubMed– Use EndNote’s Cite While You Write Feature

with MS Word

What is EndNote?

A database used to organize bibliographies for research papers, dissertations, or books.

The EndNote library►What is a library?

– An EndNote library is like a file cabinet. Just as a file cabinet holds many files, Endnote holds many references.

The EndNote Process

EndNote Library

Databases Manual Input

Bibliographies

INPUT

OUTPUT

The EndNote Process

EndNote Library

Databases Manual Input

Bibliographies

INPUT

OUTPUT

Creating a library ►When you open EndNote the following box

appears:

You may choose to create a new library or open an existing library.

Manually adding references to a new Library

References can be entered into EndNote manually. Simply click on References and select New Reference.

Manually adding references (continued)

Enter the following sample book citation into EndNote:

First, choose the appropriateREFERENCE TYPE, in this case BOOK.

Callen, J. P. (2000). Color atlas of dermatology (2nd ed.). Philadelphia: W.B. Saunders.

Note: You must use a comma between an author’s last name and first initials for correct alphabetizing.

The EndNote Process

EndNote Library

Databases Manual Input

Bibliographies

INPUT

OUTPUT

Exporting References from PubMedinto EndNote

From the search results page, select desired citations (or click no citations to transfer entire result).

Change the Display to MEDLINE and the Send to option to File. Click Send to. Save as a text file.

Exporting References from PubMed(continued)

In EndNote, under File choose Import. Click Choose File and locate the results file. Change the Import Option to PubMed(NLM)and click Import.

NOTE: Only the most recently added references will display in EndNote. To see the complete library, select Show All References in the References menu.

Exporting References from Ovid into EndNote

To export from the Ovid databases, scroll down to the Results Manager at the bottom of the Results page.

Choose the results to export, the Fields option Complete Reference and the Result Format Direct Export. Click Save.

Exporting References from Ovid (continued)

Exporting References from Ovid

In Ovid, check Direct Export Results. Click Continue.

In EndNote, choose the library file and click Open.

NOTE: Only the most recently added references will display in EndNote. To see the complete library, select Show All References in the References menu.

More info on exporting citations to your Endnote Library

► Instructions on how to export citations from additional databases and information on the latest EndNote filters can be found on the Hardin Library web page at:http://www.lib.uiowa.edu/hardin/endnote.html

The EndNote Process

EndNote Library

Databases Manual Input

Bibliographies

INPUT

OUTPUT

Citation Styles & EndNote

To view the current style of your references, select a citation and click on Show Preview in the lower right hand corner of the screen.

Viewing the Current Citation Style

After clicking on Show Previewwe can view the citation in the APA style format.

Annotated Style

The Annotated style includes an abstract in Preview mode.

Choosing a citation style

To select a citation style not in the drop down menu:

Select Edit Output Styles Open Style Manager

Choosing a citation style (continued)

In the style manager, click on the Find button and select the subject Medicine (or subject/discipline of choice).

Choosing a citation style (continued)

After selecting a subject/discipline, scroll down the list and choose the appropriate journal style.

To learn more about the style, click on More Info if necessary (below the Find button).

Once the citation style is selected, close this dialog box and return to the library.

Choosing a citation style (continued)

Now the new citation style appears in the style drop down menu

AND

after selecting it, we can see the citation change in the Preview Box below.

The EndNote Process

EndNote Library

Databases Manual Input

Bibliographies

INPUT

OUTPUT

EndNote & MS Word

► There are two ways that Endnote can help you create bibliographies in MS Word:

1. By using the EndNote Copy Formatted option.

2. By using EndNote’s Cite While You Write (CWYW).

Creating a Word bibliography with EndNote’s Copy Formatted feature

In an EndNote library, select citations (use the control key to select more than one reference). Go to Edit & select Copy Formatted.

The references are now saved to a clipboard and ready to be pasted in a Word document. Go to the Word document. At the end of the document, click on Edit and Paste.

Copy Formatted Bibliography in MS Word

Creating a Bibliography Using Cite While You Write (CWYW)

► In Word, EndNote’s Cite While You Write feature can be accessed two ways:

– Via the EndNote toolbar(to view the toolbar: View ToolbarsEndNote 8)

– Via the EndNote 8 Menu (Tools EndNote 8)

CWYW: Finding and Inserting a Citation

First, place the cursor EXACTLY where the citation should be inserted.

Then, click on the Find Citationicon. This will open a separate search box.

Finding and Inserting a Citation (continued)

Perform a keyword search or scroll to find a reference, then insert a citation by double-clicking on it.

Finding and Inserting a Citation (continued)

The reference will be inserted in the designated place and the full citation will appear at the end of the document.

Finding and Inserting a Citation (continued)

Alternatively, citations can selected directly within the EndNote library, then inserted into the Word document using the Insert Selected Citation(s) icon.

CWYW: Formatting the Bibliography

To change the format or style of your bibliography, click the Format Bibliography button.

Choose the Layout tab to adjust the font, title, numbering or indentation.

Formatting the Bibliography (continued)

Use the Format Bibliography tab to select a new style. Click on the drop down menu next to With Output Style to choose. Click OK.

The citations and bibliography are then reformatted in the new style.

CWYW: Editing a Citation

To edit a citation in Word, Click on the Edit Citation button in the EndNote Toolbar,

The Edit Citation feature can delete/remove citations, exclude an author or year, or add page numbers.

NOTE: Using MS Word to edit formatted citations could endanger the structure of the entire bibliography.

Disabling Instant Formatting

To prevent a bibliography from displaying on an in-process document, Instant Formatting can be disabled. In this case, citations can also be removed without using the Edit Citationfeature.

In the Format Bibliographybox, choose the tab Instant Formatting and click Disable. Add citations to the document as needed.

When the document is finished, click Format Bibliography and OK to finalize the citation format and generate the bibliography.

The End

►Reference: Hardin Library

Kathy Skhal Kim Bloedel335-7636 335-9731kathryn-skhal@uiowa.edu kimberly-bloedel@uiowa.edu