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Introduction to ‘EndNote Desktop’ X8 (Win) – 2018 STUDENT HANDOUT

Note : this handout uses Microsoft Windows 7 and Microsoft Word 2010.

This 90 minute session comprises:1. Introduction & learning outcomes2. Opening the EndNote program3. Exporting records from library databases to EndNote - EXERCISE ONE 4. Exporting records from LibrarySearch to Endnote - EXERCISE TWO5. Exporting records from Google Scholar to Endnote - EXERCISE THREE6. Manual input of records - EXERCISE FOUR7. Formatting (changing) reference styles in EndNote8. Groups9. Using EndNote with Word 2010 - EXERCISE FIVE10. Final Tips11. Conclusion and further help

1. INTRODUCTION

This handout:

Is at beginner's level and covers only the basics of the EndNote program. It is assumed that participants have never used Endnote or are unfamiliar with it.

Does not cover advanced areas. The following resources address advanced questions:

RMIT Library’s “Drop-In: Beyond the Basics” sessionshttp://www1.rmit.edu.au/library/classes

EndNote X8 User Documentation (Win and Mac)http://clarivate.libguides.com/endnote_training/users/enx8

EndNote.com FAQshttp://endnote.com/support/faqs

EndNote.com Traininghttp://endnote.com/training

EndNote’s YouTube Channelhttps://www.youtube.com/user/EndNoteTraining/videos

EndNote.com Communityhttps://support.clarivate.com/Endnote/s/?language=en_US

Does not teach you how to reference. Participants are expected to have a basic knowledge of referencing and their School’s referencing style.

Prepared by RMIT University Librarywww.rmit.edu.au/library/endnote

Introduction to 'EndNote Desktop' X8 (Win) – 2018 Student HandoutLast saved: 2-May-2018

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https://support.clarivate.com/Endnote/s/?language=en_US

http://clarivate.libguides.com/endnote_training/users/enx8

Does not teach you how to search in databases. Participants are expected to be familiar with basic database searching, as some basic databases searching is involved.

The Library’s subject guide EndNote: a beginner’s guide (http://rmit.libguides.com/endnote) is useful as a self-paced instructional tool - anytime, anywhere, even from home - to go through what will be taught in the class or to learn about new things not covered in the class.

What is EndNote?

● EndNote is bibliographic management software that allows you to create and store references.

● It connects with online resources (e.g. library databases, Google Scholar, LibrarySearch, etc.) to gather records, which can be stored and managed.

● You can use it with word processors (e.g. Microsoft Word, Pages for Mac) to automatically insert citations and create bibliographies.

Learning outcomes:

● Create an EndNote library.

● Add records to an EndNote library – manually & directly from library databases, Google Scholar and LibrarySearch.

● Use EndNote with Microsoft Word in their chosen referencing style

● Know how to get further help for EndNote.

2. OPEN THE ENDNOTE PROGRAM / CREATE A NEW LIBRARY

Additional information on accessing the EndNote program and creating a library can be found at: http://rmit.libguides.com/endnote/getting-started

1) EndNote is already loaded on RMIT computers:

(Start) > All Programs > EndNote > EndNote program

2) Create a new EndNote Library (File > New) and save to desktop, H: drive or USB.

3. EXPORTING RECORDS FROM LIBRARY DATABASES - EXERCISE ONE



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http://rmit.libguides.com/endnote

Additional information on adding references from a database to an EndNote library can be found at: http://rmit.libguides.com/endnote/add-references-windows

Apart from Google Scholar & LibrarySearch, many of the major databases allow this feature: Science Direct, PubMed, ERIC, Proquest, Academic OneFile, EBSCOhost, Scopus, JSTOR, IEEE, Web of Science and Emerald.

1) Ensure EndNote Library is open.2) Choose Science Direct OR EBSCO Business Source Complete.

a) Navigate from Library homepage to

Databases A-Z > Popular Databases >

ScienceDirectb) Do a search on your topic.

c) Mark a few records by ticking boxes.

d) Press icon.

e) Keep Export file as RIS (for EndNote, Reference Manager, ProCite) selected.

f) Press Export button.

g) Download and save science.RIS file to

desktop.

h) Open science.RIS file – this should send

the records to the EndNote library.

a) Navigation from library homepage to

Databases A-Z > Popular Databases

EBSCO HostWeb > EBSCO HostWeb > Business Source Complete

b) Do a search on your topic.

c) Mark a few records by clicking icon next to each article.

d) Click on icon (top of screen).

e) Select articles by ticking boxes. Click

icon (right of screen).

f) Keep Direct Export in RIS Format selected, press Save button.

g) Download and save delivery.RIS file to desktop.

h) Open delivery.RIS file – this should send the records to the EndNote library.

Tip: A new imported record(s) will appear in the Imported References folder within your EndNote library. The record(s) will also appear in the All References (master) folder. Each time you export a new record(s), the previous record(s) will be replaced within the Imported References folder, but they are still held in the All References folder.

Tip: To add the full-text article (PDF) to new record, please refer to step-by-step instructions on the EndNote: a Beginner’s Guide under http://rmit.libguides.com/endnote/full-text

NOTES :



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● Always check each exported record to make sure that no information is incorrect or missing.

● Many databases have the export to EndNote function but they all use different terms. Some examples of the words used by popular databases include: Send to; Export citation(s); Export; Export/Save; Save; EndNote [button].

4. EXPORTING RECORDS FROM LIBRARY SEARCH - EXERCISE TWO

Additional information on adding references from LibrarySearch to an EndNote library can be found at: http://rmit.libguides.com/endnote/add-references-windows

Explain that Exporting from LibrarySearch is best for saving references not usually found in databases such as books, DVDs, videos, etc.

1) Do a search on a topic. For example on “global financial crisis”.

2) Mark the records you want to export from LibrarySearch by pressing the pin icon on the right of each record.

3) Go to My Favourites by pressing the pin icon on the top right corner of the screen.

4) Tick the records you want to import into your EndNote library.

5) Click the ellipses … icon to the right of the My Favourites just below the search box.

6) Click the Export Record button.

7) Click the Encoding drop-down menu. Select the UTF-8 option. Press

Download button.

8) When the Save As box appears, leave filename as is (“Primo_RIS_Export.ris”) and save to the desktop.

9) Open the .ris file whilst EndNote is open – record(s) is now exported.

NOTE: Always check each exported record to make sure that no information is incorrect or missing.

Tip: A new imported record(s) will appear in the Imported References folder within your EndNote library. The record(s) will also appear in the All References (master) folder. Each time you export a new record(s), the



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previous record(s) will be replaced within the Imported References folder, but they are still held in the All References folder.

5. EXPORTING RECORDS FROM GOOGLE SCHOLAR - EXERCISE THREE

Additional information on adding references from Google Scholar to an EndNote library can be found at: http://rmit.libguides.com/endnote/add-references-windows

Google Scholar is best for searching academic material on the internet. References from Google Scholar searches can be exported into an Endnote library.

To export records from Google Scholar:

1) Navigate to Google Scholar from the library homepage. If prompted, log in with your RMIT student / staff number and password. Logging on in this step will authenticate you as an RMIT student / staff member, so you can access the full-text of our online resources.

2) At the top right corner, click on Sign in and log in with your RMIT student / staff e-mail and password. You're now signed into your Google Scholar account -- you can Sign Out when finished. Logging on in this step will enable you to export multiple references simultaneously into your EndNote library.

Note: If you have entered your RMIT e-mail address, clicked on Next and nothing happens, or if you receive the following message at this step -- 'Something went wrong, Sorry, something went wrong there' -- go directly to Google Scholar (https://scholar.google.com.au/) and log in via the above Sign in button again using the same e-mail address.

3) Search on a topic in Google Scholar.

4) Click on the white star for each reference you want to export into your EndNote library. This will save the reference to My Library.

5) When a reference has been saved to My Library, the white star changes colour to blue . Clicking on the blue start removes the reference from My Library.

6) Click on My Library on top right corner.



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https://scholar.google.com.au/

http://www1.rmit.edu.au/library

In here, you'll see a list of all the references you've saved in step 4. Tick the references you want to export into your EndNote library.

7) Press the Export button and select EndNote. If you're using Chrome as a browser, it'll ask you to save the 'citations.enw' file. If you're using Firefox or Internet Explorer, it'll give you the option to either save or open the file.

NOTE: You EndNote library must be open for this step.

8) Your Google Scholar references have now been exported into your EndNote library.

NOTE: Always check each exported record to make sure that no information is incorrect or missing.

Tip: The record(s) will appear in the Imported References folder within your EndNote library. It also appears in the All References (master) folder. Each time you export a record(s), the previous record(s) will be replaced with the new one(s) within the Imported References folder, but will still remain in the All References folder.



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6. MANUAL INPUT OF RECORDS - EXERCISE FOUR

Additional information on manually adding references to an EndNote library can be found at: http://rmit.libguides.com/endnote/add-references-windows

References can be manually entered into an EndNote library. Manual entry may be needed if the online resource you are using does not have an option to export into EndNote. An example of a reference requiring manual entry would be a report from a government department’s website.

To manually enter references:

1) Create a new reference (References > New Reference or click the button)

The default setting for new references is Journal Article. You can change the reference type using the Reference Type drop-down menu (top left corner). There are different templates for

references – e.g., journal article, book, web page.

2) Optional: You can manually enter one of the references from the next page of this handout.

3) Here are the Reference, Preview and Attached PDFs tabs on EndNote Library screen:

● Change the layout by clicking on (bottom right corner)● Make quick corrections to fields in the Reference tab● Add ratings to identify important references (within Reference tab)● View full-text PDFs in the Attached PDFs tab

NOTES:

● Instructions on inserting PDFs into an EndNote library can be found at http://rmit.libguides.com/endnote/full-text.

● For manual entry of a reference - the Minimum Fields handout specifies the fields that need to be completed for different types of references.

Tips:- List author last name (family/surname) first and follow with a comma – e.g., Benton, Tim- Organisation names should be entered in full and follow with a comma – e.g., “RMIT University,”- Enter each author name on a separate line.



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- Space between author initials.- Full stop after each author initial – e.g., Smith, J. O.- Sentence case for journal article titles.- Enter some keywords for searching later.

List of references to practice manual entry (in RMIT Harvard style):

BookGartner, LP & Hiatt, JL 2015, Cell biology and histology, 7th edn, Wolters Kluwer Health, Philadelphia.

Journal articleVladut-Severian, I 2013, 'Urban sustainability and integrated urban water management', Journal of

Engineering Studies and Research, vol. 19, no. 4, pp 25-33.

Web PageMurray-Darling Basin Authority 2015, Environmental water recovery program, viewed 4 March 2015,

<http://www.mdba.gov.au/what-we-do/water-planning/sdl/water-recovery-progress>.

Article from a Newspaper WebsitePresiss, B 2012, ‘Academic calls for plagiarism rules overhaul’, Sydney Morning Herald, 20 August, viewed

19 January 2015, <http://www.smh.com.au/national/academic-calls-for-plagiarism-rules-overhaul-

20120820-24imt.html>.

Blog Eaton, S 2013, What is the difference between a citation and a reference’, Literacy, languages &

leadership, 18 October, viewed 19 January 2015,

<https://drsaraheaton.wordpress.com/2013/10/18/whats-the-difference-between-a-citation-and-a-

reference/>

Government ReportDepartment of Education and Training 2014, Boosting the commercial returns from research, Australian

Government, viewed 20 January 2015, <https://submissions.education.gov.au/Forms/higher-

education-research/Documents/Boosting%20Commercial%20Returns%20from%20Research

%20%20-%2024102014.pdf>.

7. GROUPS

Additional information on creating groups within an EndNote library can be found at: http://rmit.libguides.com/endnote/creating-groups



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Groups make it easy to break a large library into subsets for later viewing. A group simply points to a subset of references that already exist in the library.

To create Groups:

1) Create a Custom Group:

● Right-click on My Groups, or from the menu Groups > Create Group and name it whatever you like (e.g. a topic you are researching). Drag and drop some references into your Group.

2) Create a new Smart Group:

● Right-click on My Groups, or from the menu Groups > Create Smart Group and name it whatever you like (e.g. a topic you are researching). In Any Field, set up a search for a word that commonly appears in your references (have a look at the title or abstract) – this creates a group that will automatically add references if they have your chosen word in the citation.

8. SELECTING STYLES IN ENDNOTE

Additional information on changing reference styles within an EndNote library can be found at: http://rmit.libguides.com/endnote/editing-citations-or-output-style

● Referencing styles can be changed in EndNote AND in your Word document. The style selected should be the same in both.

● You can select (change) different styles. If your style isn’t in the Style drop-down menu, click Select Another Style and select the style you want to use, e.g. ‘Harvard_RMIT_EndNote’. Then press Choose to add it to your list of favourite styles.

● Other styles not in the Style drop-down menu can be downloaded via Edit > Output styles > Open Style Manager > Get More on the Web.

● RMIT staff and students using RMIT Harvard (Harvard_RMIT_EndNote) referencing style and using EndNote on a personal computer, will need to download RMIT Harvard (Harvard_RMIT_EndNote) available from the library’s EndNote website within the Downloads tab - http://www1.rmit.edu.au/library/endnote.

9. USING ENDNOTE WITH WORD 2010 - EXERCISE FIVE



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http://www1.rmit.edu.au/library/endnote

Additional information on using an EndNote Library with Word with an EndNote library can be found at: http://rmit.libguides.com/endnote/word-windows

1) Open your own Word document to practice or, alternatively, you can download the Library’s sample Word document:

Instructions if using sample Word document:

a) From the library’s EndNote website (http://www.rmit.edu.au/library/endnote), click on the Help & Training tab.

b) Right-click on sample Word document 'Information literacy' practice document (DOC, 20 KB), and save onto desktop (no need to rename).

2) Open document, and click on the EndNote X8 tab Select the same referencing style in Word as used in Endnote.

Tip: When you open your Word documents, you should ensure that the selected referencing style (Harvard_RMIT_EndNote, APA, Vancouver, etc.) is the same as the selected referencing style in your EndNote Library. If not, references will incorrectly display in your Word document and you will lose marks.

3) Inserting references in Word – here are two methods (the first is more intuitive):a) In Word, select where you would like to insert the citation in the text.

b) In EndNote, highlight the reference and select Insert Citation .c) The reference(s) will be inserted into the text of the Word document, and a Reference List

or Bibliography will be created the end of the document.

OR

a) From the EndNote tab in Word, click Insert Citation , select Insert Citation and enter identifying text (e.g. author surname).

b) Click Find and EndNote will list matching results.

c) Select the reference(s) you require and click Insert.d) The reference(s) will be inserted into the text of the Word document, and a Reference List

or Bibliography will be created the end of the document.

4) Changing referencing Styles in Word:



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a) Select the style from the Style drop-down list

b) If the required style is not in the list, search for a referencing style by clicking Select

Another Style.

5) Editing in-text citations in Word:

a) In Word, place cursor on in-text citation.

b) Click on Edit & Manage Citation(s) in EndNote toolbar:

● Enter page number for an in-text citation. Enter page numbers in the Pages field > press OK.

Tip: Page numbers will only appear IF the Style allows it (e.g. APA, Harvard).

Exclude author or year from an in-text citation.Click the Formatting drop-down menu within the Edit Citation tab > select Exclude Author or Exclude Year > press OK.

(cont. on next page)

6) Removing an in-text citation in Word:



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a) In Word, place the cursor on the citation you want to delete.

b) Click on Edit & Manage Citation(s) in EndNote toolbar.

c) Click the arrow within the Edit Reference drop-down menu on the

right of citation.

d) Select Remove Citation. Press OK.

Tip: Do NOT remove or delete a reference in Word using the DELETE key.

Tip: Removing an in-text citation from Word does NOT remove the reference from your EndNote Library – it only removes that single instance from your Word document.

NOTE: If any reference in the EndNote Library is edited, changes made will NOT be reflected in the Word document until you update the Bibliography.

To do so, go to Word and click on Update Citations and Bibliography in the EndNote toolbar.

10. FINAL TIPS



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● EndNote basic: http://endnote.com/product-details/basic

EndNote basic is the condensed online version of the EndNote Desktop program that is taught in these classes. EndNote basic allows you to sync your EndNote Desktop Library with your EndNote basic Library so you can use your Library ‘on the cloud’, anywhere with internet access. You can also use EndNote basic on its own as an alternative to using EndNote Desktop.

To use EndNote basic, you will first need to create an EndNote basic account: www.myendnoteweb.com/

For more information: http://rmit.libguides.com/endnote/basic

● Self-paced library guide: EndNote: a Beginner’s Guide - http://rmit.libguides.com/endnote

Library homepage > Subject guides > Reference > Go > Endnote: a Beginner's Guide

You can use this guide as a self-paced instructional tool - anytime, anywhere – to: 1) go through what was taught in the class to reinforce your understanding, 2) follow up on what you didn't fully understand in the class, 3) or explore other EndNote features not covered in the class (e.g. adding full text, Journal Term Lists, EndNote basic, etc.)

● Face-to-face: EndNote Drop-In Sessions - http://www.lib.rmit.edu.au/classes/browse.php?tag=EndNote

Library homepage > Classes and tutorials > Browse and book library classes > By class type > EndNote > Show me the list > [click on ‘EndNote “Drop-in” - beyond the basics’]

Drop-in sessions are designed for staff and students who have specific and advanced questions with EndNote and which cannot be covered in these introductory classes.

● Official EndNote website from the Library: EndNote: Managing your References -http://www1.rmit.edu.au/library/endnote

Library homepage > Quick Links > Referencing and EndNote > EndNote

This is RMIT Library’s official EndNote website. From the Help and Training section, you can access online tutorials, discussion forums, EndNote: A Beginner's Guide, and the electronic version of materials provided in this class. You can also download the EndNote Desktop program, Styles and other files to your own computer from the Downloads section.

● Backing up your EndNote Library: It’s important to keep a backup in different locations for extra safekeeping and guarding against lost USBs, corrupt or damaged EndNote files, network issues, computer problems, etc. - RMIT student or staff drive, USB and on home computer/laptop. Instructions on how to back up an EndNote library can be found at: http://rmit.libguides.com/endnote/backup.

11. CONCLUSION AND FURTHER HELP



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http://www.lib.rmit.edu.au/classes/browse.php?tag=EndNote

http://www.lib.rmit.edu.au/classes/browse.php?tag=EndNote

http://rmit.libguides.com/endnote

http://rmit.libguides.com/endnote/basic

● You will soon receive an email asking for your feedback on the session. Feedback is anonymous. Although survey completion is optional, it's important for the library to receive this feedback in order to keep sessions relevant and make improvements to benefit all students and staff.

● RMIT Library cannot fix complex technical problems with specific Endnote libraries and documents. If you require advanced technical troubleshooting, please refer to EndNote.com - http://endnote.com/.

● If you have technical issues with downloading or installing EndNote, please refer to the IT Service Desk - https://www.rmit.edu.au/students/support-and-facilities/it-services-for-students/service-and-support-centre.

● You can ask for assistance related to the EndNote session in person at any Library service desk or via Ask a Librarian - http://www1.rmit.edu.au/library/askalibrarian.

● The Help and Training section on the EndNote: a Beginner’s Guide lists various resources you can consult for further assistance - http://rmit.libguides.com/endnote/help.



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http://rmit.libguides.com/endnote/help

http://www1.rmit.edu.au/library/askalibrarian

https://www.rmit.edu.au/students/support-and-facilities/it-services-for-students/service-and-support-centre

https://www.rmit.edu.au/students/support-and-facilities/it-services-for-students/service-and-support-centre

http://endnote.com/