EndNote X1 Basics

Dr. Christiane Holtz

holtz@ulb.uni-bonn.de, 24. November 2009

Introduction

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The EndNote Library

EndNote Library = [your references].ENL

Figures, groups and other significant files are stored in a [your references].DATA folder. Move, copy or rename both the ENL-file and DATA-folder.

Save ENL-file and DATA-folder together in a compressed library [your references].ENLX.File >> Send to >> compressed library

To restore a compressed library open the ENLX-file in EndNote. ENL-file and DATA-folder will be extracted.

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Collaboration

Multiple users can not edit one library at the same time

Multiple users can access one library at the same time: use Windows Explorer to select the Read-Only attribute for ENL-file and DATA-folder

Use the network‘s system of file permissions to control the typ of access allowed for users

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EndNote Web

Students and staff of Bonn University have free access to EndNote Web (http://www.myendnoteweb.com) as a component of Web of Science (via Bonn University Network)

Web-based

Limited functions

Sharing groups with other EndNote Web users

Easy transfer to desktop

Customizing and Searching

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The Library Window

Reference list pane

Preview to view formatted references

click once to select a reference

double clicking to open a referenceGroups pane

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Groups

Permanent Groups

All References

Custom Groups

Create a new Group: Group >> New Group

Move references from the All References group to the custom group bei drag and drop or choose References >> Add References To

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Output Styles

Determine how references are formatted in the preview and for the Format Bibliography, Format, Print, Export commands

Output Styles on the Main toolbar: List with some common styles

Edit >> Output Styles >> Output Style Manager: Over 2,800 Styles.

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Output Style Manager

Mark your favourite style for quick access from style menu on the main toolbar

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Preferences

Edit >> Preferences ...

Reference Types

Default Reference Type: Choose which type is default when creating a new reference

Modify Reference Type: Rename, sort or hide input fields

Reference Type Table >> Export/Import:Save Preferences and import it in other libraries

Display Fields: Change Reference List pane

...

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Searching in EndNote

search term

search library list

hide or display options

Boolean operator list

comparison list

field list

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Match Case and Match Words

By default Endnote ignores capitalization and finds partial-word-matches

Use Match Case to find "AIDS" but not "aids"

Use Match Words to find "state" while ignoring "statehood" or "understated"

Creating References

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Entering a New Reference

Reference >> New Reference

Select a Reference Type

Enter bibliographic data (mind citing rules)

Close the reference to save it

Reference Type list

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Author Field

One name per line

(first name) (second name) or (second name), (first name) - EndNote recognizes first and second name. Problem:

Entering "Li Peng" => Output "Peng, Li" wrong

Entering "Li, Peng" => Output "Li, Peng" ? depends on citation rules of your institute or publisher

Entering "World Bank" => Output "Bank, World" wrong

Entering "Li Peng," => Output "Li Peng" Entering "World Bank," => Output "World Bank"

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Searching Databases with EndNote

Connection files tells EndNote

which database

where to find it

what search options are available

Access restricted databases

via Bonn University Network

via VPN-Client

no access to databases without licence at Bonn University

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Selecting Databases

Edit >> Connection Files >> Open Connection File Manager

Select databases

Your favorite databases: Tools >> Online Search

List of all databases

Selected databases

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Searching and Retrieving References

Retrieved references window

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Saving References

Destination library is closed or new: Copy References to Alternativly if destination library is open: Drag and drop

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Importing Reference Data

Open database, search and save results

Open EndNote, from File Menu choose Import

Choose saved results

Select Import Option

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Import Options

EndNote Library: From one EndNote library to another

EndNote Import: downloaded from database which offer EndNote format

Tab-Delimited: text files in which the fields are separated by tabs

Reference Manager (RIS): a common export format to export bibliographic data

ISI-CE: text files downloaded from Web of Science

Other filters: special filters configured to import data from a variety of databases

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Importing Data from ULB Main Cataloque

Search DigiBib (see www.ulb.uni-bonn.de)

Save results as „Lesbarer Text in deutsch“

Open EndNote, choose Import Option „Other Filters“, select Digibib (HBZ)

A new version of DigiBib is under way. It will offer EndNote format.

Creating Documents

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Cite While You Write

Cite a reference and generate bibliography with MS Word 2000, XP, 2003 or 2007

Open the EndNote Library

Start Word and open the paper your are writing

Position the cursor in the text where you would like to put the citation

Word 2007: EndNote tab >> Citations >> Insert Citations >> Find Citation(s)

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Cite While You Write

search EndNote library (any term or combination of terms found in the reference)

select reference

insert reference

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Changing Bibliographic Format

Citations are automatically formatted

A bibliography is updated at the end of the document

To change formate in Word:EndNote tab >> Bibliography>> Format Bibliography

Select output style

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You don't use MS Word?

Format Paper feature: copying temporary citations from EndNote and pasting them into your word processing document.

Open your word processor

Have EndNote runnig in the background to switch between the two progams

RTF (Rich Text Format):first save a copy of your paper as RTF, then scan that copy

ODT (Open Office):you can scan Open Office documents directly

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Scanning Files

Open your document

Position the cursor in the text where you would like to put the citation

Switch to EndNote, select references that you want to cite

Edit >> Copy, return to your word processor and Paste - or drag and drop

Citations appear in EndNote temporary format: Moorhouse, 1993 # 125

When you have finished additing citations save your document

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Formatting Files

Return to EndNote

Tools >> Format Paper, select your RTF or ODT document

Check the Citations window to make sure that EndNote was able to find matching references for all of the citations.

Select an output style

Format: EndNote creates a copy ofyour paper with formatted citations and a bibliography

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Exporting References

Use Export to create a file of references formatted according to the chosen output style.

Text File:for draft purposes or to import into another database.

Rich Text Format (RTF):preserves font and text style informations, ideal for editing or printing a stand-alone-bibliography using a word processor.

HTML or XML:for World Wide Web

More ...

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Tutorials and Webinars www.endnote.com/training/

More Output styles, Import filters, Connections files ...www.endnote.com/support/ensupport.asp

Administrator: Updates and Patcheswww.adeptscience.de/bibliographie/endnote/