EndNote X5 Workbook v1

University Library
EndNote Workbook
Versions X4/X5 with Word 2007/2010
5.10.2011
CONTENTS
ABOUT ENDNOTE .................................................................................................................................................1
1:
GETTING STARTED WITH ENDNOTE .............................................................................................................2
2:
ADDING REFERENCES ...................................................................................................................................6
3:
IMPORTING FROM THE LIBRARY CATALOGUE .............................................................................................9
4:
IMPORTING REFERENCES FROM DATABASES ........................................................................................... 11
5:
IMPORTING REFERENCES USING FILTERS .................................................................................................. 14
6:
USING GROUPS .......................................................................................................................................... 16
7:
SEARCHING YOUR ENDNOTE LIBRARY....................................................................................................... 18
8:
SELECTING A STYLE .................................................................................................................................... 20
9:
INSERTING CITATIONS IN WORD ............................................................................................................... 21
10: ATTACHING PDFs AND OTHER FILES.......................................................................................................... 25

11: IMPORTING MULTIPLE PDFs ...................................................................................................................... 27
12: MOVING REFERENCES AND MERGING LIBRARIES ..................................................................................... 29
13: INSERTING FOOTNOTES IN WORD ............................................................................................................ 31
14: ATTACHING AND INSERTING FIGURES ...................................................................................................... 32
15: INSERTING BLIND REFERENCES IN WORD ............................................................................................... 34
16: INSERTING MULTIPLE REFERENCES IN WORD ........................................................................................... 35
17: CREATING A BIBLIOGRAPHY OR READING LIST ......................................................................................... 37
18: CREATING A LIBRARY FROM A WORD FILE ................................................................................................ 38
19: WORKING WITH CHAPTER BIBLIOGRAPHIES ............................................................................................. 39
20: SHARING DOCUMENTS AND LIBRARIES .................................................................................................... 40
21: GROUP USE OF ENDNOTE.......................................................................................................................... 42
22: WRITING ARTICLES USING ENDNOTE ........................................................................................................ 43
23: TERM LISTS ................................................................................................................................................ 45
24: TROUBLESHOOTING .................................................................................................................................. 47

5.10.2011
NEWCASTLE UNIVERSITY LIBRARY WORKBOOK
ABOUT ENDNOTE
OVERVIEW
EndNote is a type of reference management software that can be used to:
Organise your references and other research data

Create your personal library of references
Import references from online resources as well as the library catalogue
Add citations to documents in Word
Produce bibliographies
Add footnotes
Insert images, websites, objects and PDF files
WHERE CAN I ACCESS ENDNOTE?

All the ISS PC clusters in the University - clusters will be running Office 2010 and have
EndNote X5. X5 can be installed on any freestanding University PC.
X5 is available via the Remote Application Server (RAS) http://ras.ncl.ac.uk/
You can buy a personal copy of X5 from the ISS shop - tel x8077 or email
software@ncl.ac.uk
GETTING HELP
Lots of FAQs in the Tips section on the EndNote web pages:
http://www.ncl.ac.uk/library/teaching/endnote/
E-mail helplines:
lib-endnotehelp@ncl.ac.uk (HASS and SAgE)
medliaison@ncl.ac.uk
(FMS)
EndNote Workshops: for a guided introduction to using EndNote.
EndNote Surgeries: come along with your queries for expert individual help.
See http://www.ncl.ac.uk/library/teaching/endnote/workshops/ for details.
PAGE 1
NEWCASTLE UNIVERSITY LIBRARY
www.ncl.ac.uk/library/teaching/endnote
Icons by http://dryicons.com
1: GETTING STARTED WITH ENDNOTE

OVERVIEW
In this task you will learn how to open EndNote and create your first EndNote library.
An EndNote library is where your references are stored. It is a single file which you save on your own
filespace it has a .enl file extension (eg. endnotelibrary.enl). You can create several EndNote libraries if
you wish in order to organise your references, for example by subject, chapter or assignment
(alternatively you can use Groups to organise references see a later task).
OPENING ENDNOTE FROM A CLUSTER PC
STEP 1
Click on Start > All Programs > Database Software > EndNote > EndNote program
You may see a pop-up warning when running EndNote (depending on your web
browser). It is a safe program authorised for use on campus, so allow it to run.
STEP 2
The first time you use EndNote you will a

screen similar to the one shown this
varies depending on the version.
EndNote X5:
Click Finish (do not select the checkbox).
EndNote X4:
Select Do not integrate with EndNote Web
at this time, click Next and Finish.
EndNote Web is an online version of EndNote that can be accessed anywhere. It

doesn't have as many features as desktop EndNote but can be a useful additional
tool.
PAGE 2
CREATING A NEW ENDNOTE LIBRARY

STEP 3
If this is the first time you have used

EndNote, the Getting Started with
EndNote window will appear - you
will be asked to create a new Library
or open an existing Library.
Click on Create a new library
STEP 4
A new window will appear called

New Reference Library.
Select Browse folders and navigate
to your own file space (your H:/
drive).
In the File name box call the new
library: My EndNote Library
(default).
Ensure the Save as type box is
displaying: EndNote library (*.enl)
Click on Save.
STEP 5
Your new EndNote library will then

open you currently have no
references to display.
PAGE 3
GETTING TO KNOW YOUR ENDNOTE LIBRARY

STEP 6
Note that your EndNote library has the following features:
Display modes
Groups pane
Reference List
pane
Tab pane
Groups pane you can create groups to organise your references or EndNote will
sometimes create temporary autogroups for example when importing references or
working with a Word document.
Reference pane your references will be listed here and can be sorted using the
headings at the top. These headings can be changed under Edit > Preferences >
Display fields.
Tab pane this has several options notice there is an option to Hide Tab Pane in the
bottom
Display modes these allow you to switch between working with only your local
EndNote library, with your library and online databases, or with databases alone.
It is possible to resize your library window using the maximize / minimize buttons in
the top-right
or using the resize handle in the bottom-left hold your
mouse over it until your cursor becomes a double-sided arrow, then simply drag to
resize.
PAGE 4
COPYING AND BACKING-UP YOUR ENDNOTE LIBRARIES

When working with EndNote it is important to back-up your library.
This information is for reference if you are attending a workshop, please move on
to the next task.
Copying and moving your library

Your EndNote library is made up of a set of files a main .enl file and a supporting
.DATA folder which contains associated files (PDFs, images etc). You can copy and
move these files around like any other file eg to a laptop or USB drive.
Important
When copying or moving a library, you need to move both the .enl file and
the .DATA folder.
Do not put anything else into your .DATA folder.
The .DATA folder is created automatically and should not be deleted.
Making a compressed back-up copy of your library
This technique will automatically save and compress your library and associated
.DATA folder into a single file.
Go to File > Compressed Library (.enlx)
A new box will appear. Select Create, With File Attachments and All
References in Library.
Click on Next
Save the compressed library with a name you will recognise
Note the file extension changes to .enlx
PAGE 5
2: ADDING REFERENCES
OVERVIEW
In this task you will learn how to create an EndNote reference by hand.
It is useful to know how to create references by hand to add those resources you may already have
collected. However, the easiest way to create EndNote references is to import them from the library
catalogue or a journal database.
OPENING A NEW REFERENCE TEMPLATE
STEP 1
STEP 2
From the menu across the top of your library, click on the New Reference icon
This will open a New Reference

window.
Notice that Journal Article is
chosen as the Reference Type by
default.
You don't need to enter
information into every field in the
reference template, but you must
fill in the first few fields which
describe the key bibliographic
information.
ENTERING BIBLIOGRAPHIC INFORMATION

STEP 3
Start by entering details of the article authors [you can use the examples below or
use your own examples]. Note that each author's name must be added on a new line.
Type in the first author : Lillis, T and press enter/return
Type in the second author: Turner, J
Now enter further information - press the TAB key to move between fields:
PAGE 6
Type in the year: 2001

Type in the title: Student writing in Higher Education
In the journal field type: Teaching in Higher Education
In the volume field type: 6
In the issue field type: 1
In the pages field type: 57-68
STEP 4
You reference will now look like

this
To save the reference, click on File
> Close Reference this will close
the reference and the changes you
make will be saved automatically.
(You can also use the cross in the
top-right to close the reference,
but be careful to close only the
reference and not EndNote!)
If you see a pop-up window at this
stage, see the note below.
The first time you save a reference
you will see a pop-up window
asking if you want to save the
changes.
Tick Do not display the message again and then click Yes.
From now on, your changes will be saved automatically whenever you close a
reference.
ADDING DIFFERENT REFERENCE TYPES

STEP 5
Click on CTRL and N (this is a shortcut) to bring up a blank New Reference window.
From the Reference Type menu, select Web Page.
Notice that the fields in the reference have changed these are dependent on the
type of reference you select.
PAGE 7
STEP 6
Enter the following information:

Author: National Institutes of Health,
Year: 2011
Title: Stem cell information : the National Institutes of Health resource for
stem cell research
Publisher: National Institutes of Health
Access year: 2011
Access date: 15 September
Last update date: 31 August 2011
URL: http://stemcells.nih.gov/index.asp
Close your reference and it will be saved.
Note that a corporate author requires a comma entering after the name (eg Author:
National Institutes of Health, ). Otherwise EndNote will format the authors name
into lastname/initials format (Author: Health, N.I.o).
ADDING KEYWORDS AND NOTES

STEP 7
KEYWORDS
This function allows you to put comments or keywords into references so that you
can search for them by criteria that suit your needs. You must separate each keyword
by a comma. The keywords will not appear in references when you export them as
footnotes or bibliographies.
Double-click on the Stem Cell Information reference to open the reference.

In the Keywords field, type NIH, stem cells, research and close the reference.
Go to Tools and Search Library...
At the Search box, change Author to Keywords using the drop down menu.
Type research in the search box and click on Search.
NOTES
Use the Notes field to store personal reminders, such as the location of a quotation in
a book or the quotation itself.
PAGE 8
3: IMPORTING FROM THE LIBRARY CATALOGUE

OVERVIEW
It is possible to search Newcastle University's library catalogue from within EndNote and import
references.
CONNECTING TO THE LIBRARY CATALOGUE
STEP 1
Open your EndNote Library.

Ensure the icon on the far left of the
toolbar Integrated Library and Online
Search Mode is selected.
STEP 2
Then click on the Tools menu and

select Online Search.
Select Newcastle University Library
and click Choose.
EndNote will then connect to the
library catalogue.
SEARCHING THE LIBRARY CATALOGUE FROM WITHIN ENDNOTE

STEP 3
In the tab pane of your library select Online Search.

From the first drop-down menu, select to search Title and then enter: essay. In the
second box, select to search Title and enter: writing (as shown below). Click Search.
PAGE 9
STEP 4
The Confirm Online Search box will appear,

indicating the number of references you
have found.
If it is a large number, retrieving them from
the catalogue may take a while, so for this
exercise, choose to retrieve 1 through 20.
Click on OK to display the results.
STEP 5
The results display in EndNote the

references will automatically be added to
your library, but note a new group has
been created on the left called Newcastle
University Catalogue.
You can now sort through the references
to decide which ones you want to keep or
delete.
Highlight a reference you want to delete,
then press the Delete key. Notice that the
number under All References goes down.
To select more than one reference to delete, hold down the CTRL key while selecting
the references.
PAGE 10
4: IMPORTING REFERENCES FROM DATABASES

OVERVIEW
You can search many online databases and import your search results into EndNote. This task takes you
through 2 examples. You will also learn how to remove duplicate records.
Special note: Although it is possible to connect to some online databases from within EndNote
(see links in the left hand pane) we do not recommend that you do this. You will get better
results by searching the online databases through their own interfaces and then downloading
the results into EndNote.
IMPORTING FROM WEB OF KNOWLEDGE
STEP 1
ACCESSING WEB OF KNOWLEDGE

Go to your web browser and access the library home page at:
http://www.ncl.ac.uk/library
From the Favourite Places menu, select Databases.
Then, from the top of the page click on Web of Knowledge.
STEP 2
SELECTING RECORDS
In the search box of Web of Knowledge type:
"essay writing" (include the quotes)
Click on search.
In your results list, mark some of the records
by placing a tick in the box at the left of each
record.
STEP 3
IMPORTING INTO ENDNOTE

Scroll to the bottom of the page to see steps 1-3:
PAGE 11
Step 1: ensure Selected Records on page is selected

Step 2: place a tick in the box next to 'plus Abstract'
Step 3: click on the EndNote icon (not EndNote Web) this will begin the import.
You may see pop-up blockers and warning windows when the references are
imported EndNote is approved software on campus, so it is ok to allow these.
Alternatively, Web of Knowledge gives an option to force the export click on the
'Export' icon if it does not happen automatically.
STEP 4
The references will automatically be added

to your open library.
The My Library pane indicates how many
records you have downloaded these are
listed under Imported References.
Select All References to see your whole
library.
IMPORTING FROM SCOPUS

STEP 5
SELECTING RECORDS
STEP 6
Locate the library homepage http://www.ncl.ac.uk/library/

From Favourite places click on Databases then Scopus.
In the Search Box type "essay writing"
Click on Search
Mark some of the records by placing a tick in the box at the left of each
record.
IMPORTING INTO ENDNOTE

From the top of the page click on the Export icon
You will then see the Output page:
In section 1 select Export
In section 2 use the drop down
arrow next to Export Format to
select RIS format
Use the drop down arrow next to
Output to select Complete format
Then click on the Export button.
PAGE 12
A File Download window will appear - click on Open.

Allow any pop up blockers. The references will be automatically added to
your open Library.
The My Library pane shows how many references you have in total and how
many references you have just imported. Click on All References to see your
whole Library.
REMOVING DUPLICATES
This information is for reference if you try this in the workshop, you may find you
dont yet have any duplicates!
It is possible to search for duplicate records and remove duplicates:
From the References menu, select Find Duplicates.
The Find Duplicates window appears:
Scroll down each record and compare the information records imported
from different databases may contain different amounts of information.
Use the Keep This Record button to decide which one to keep.
Continue this process for all the records (notice you can Skip if desired).
PAGE 13
5: IMPORTING REFERENCES USING FILTERS

OVERVIEW
This task covers importing references from an online database using a filter. The task will use the CSA
Illumina database to demonstrate the use of filters.
Many databases, like Web of Knowledge and Scopus, have inbuilt filters which import search results
seamlessly into EndNote. If the database you are using does not have an inbuilt filter you may need to
use an Import Filter.
Import filters are files used by EndNote to transfer the search results from an online database into the
correct fields in EndNote.
SELECTING RECORDS FROM THE CSA ILLUMINA DATABASE
STEP 1
In your web browser go to library home page at: http://www.ncl.ac.uk/library/

From Favourite places click on Databases and then from the top of the page select
CSA Illumina. If prompted, input your Campus ID and click on Login.
STEP 2
In the search box type: "essay writing"

In the Select: subject area menu, select Social
Sciences
Then click on Search.
SAVING AND EXPORTING RECORDS

STEP 3
Mark some of the records by placing a tick in

the box at the left of each record.
Click on Save/Print/Email
PAGE 14
STEP 4
On the Save, Print, Email page, ensure your

marked records are selected at the top and change
Short Format to Full Format.
Click Save.
STEP 5
A File Download window will appear - click Save.

Type in a file name: csarefs.txt (ensure you the filetype is Text document and has the
.txt extension)
In the Save in: box choose your own personal filespace.
Click on Save then Close.
If you used your campus ID to login to CSA Illumina, logout now.
IMPORTING SAVED RECORDS INTO ENDNOTE

STEP 6
With your Endnote Library open, click on the Import icon
Click on Choose and find the file
csaresults.txt you saved.
From the Import Option select Other
Filters
From the list choose Medline(CSA).
Note - any of the filters for CSA should
work with any of the databases.
Click on Import and the references will be automatically added to your open Library.
If you cant see your Groups listed on the left, click on Groups in the grey menu bar,
then Show Groups.
The left hand pane shows how many references you have in total and how many new
references you have just downloaded. You new references are called Imported
references.
Click on All References to see your full Library.
PAGE 15
6: USING GROUPS
OVERVIEW
EndNote X4/5 has a feature which enables you to organise sets of references in your EndNote Library into
Groups.
Default Groups are automatically displayed in the My Library pane on the left-hand side of your Library.
Groups are also created automatically when you import references from online databases and when you
are working with Word and Endnote (using EndNote's Cite while you Write feature).
CREATING GROUPS
STEP 1
Go to Groups on the menu bar.

Note that you can Hide Groups if you
do not want to use this feature and
Show Groups to use it again try this
now.
Now click on Create Group.
STEP 2
A new group will appear on the left.

Overtype the highlighted words New
Group with Essay1
HINT
If you miss the opportunity to overtype
New Group (eg by clicking somewhere
else), simply go to the Groups menu
and select Rename you will now be
able to overtype the name again.
PAGE 16
ADDING REFERENCES TO A GROUP

STEP 3
In the My Library pane on the left Click on All References to see all your Library.
Highlight 4 references hold down the CTRL key to select multiple references.
Then select on Groups > Add references to
> Essay 1
(Note that you could also create a new
group at this stage by selecting Create
Custom Group.)
Group Essay 1 now contains 4 references.
SHORTCUT
If you want to select a block of references to move - hold down the SHIFT key, click
on the reference at the top of the list and then reference at the bottom. You should
find your whole block is highlighted ready to copy.
ADDING REFERENCES TO GROUPS USING DRAG AND DROP
STEP 4
You can add references to a group by highlighting and dragging them onto the Group:
In the My Library pane on the left, click on All references to see all your
Library.
In the your reference list, highlight one or more references.
Left click and hold while you drag the cursor across to the Essay 1 Group on
the left.
Highlight and click on the Essay 1 Group to check the reference has been
added.
PAGE 17
7: SEARCHING YOUR ENDNOTE LIBRARY

OVERVIEW
Once you have begun using EndNote, you will build up a library containing many references. There are
several in-built search features which enable you to find references based on specific keywords or limits.
QUICK SEARCH
STEP 1
Firstly, click on All References in the Groups pane.

In the Quick Search box at the top of the window enter essay and press enter/return.
STEP 2
Note you now have a group of search

results.
This search has looked for the word essay
ANYWHERE in the reference.
SEARCHING SPECIFIC FIELDS

STEP 3
In the bottom pane of your library (the Tab pane), click on the Search tab. This shows
the full range of search options available.
Click on the first drop-down menu to see the range of fields you can search:
PAGE 18
STEP 4
Select to search the Title field.

Type essay in the Title search box
You should notice you have fewer results
that the previous search.
This search has restricted your results to
those where the word essay appears in
the title field.
MORE DETAILED SEARCHING

STEP 5
Try your own search using an author

name or keywords.
Click on the arrow next to Contains and
note that you can limit your search in
different ways.
PAGE 19
8: SELECTING A STYLE
OVERVIEW
Styles dictate the layout of a reference in the bibliography, as well as the format of the in text citation.
EndNote provides over 5000 different styles, many relating to specific journals. The Harvard at Newcastle
and the Numbered style are useful, but you should check with your School to find their preferred style.
CHOOSING A STYLE
STEP 1
Click on the Output style menu this is

where you can select your preferred
style.
Click on Select Another Style.
STEP 2
The Choose a style window lists the

500 most commonly used styles.
Scroll through the list.
Highlight a style and click on the Style
Info/Preview button to see how the
style will appear in the bibliography.
Highlight a style and click on Choose.
It will be saved in your Favourites,
which means it will show up in the
Output style menu next time.
You can download styles from the EndNote website by clicking on Help > Web styles
finder.
Information on how to do this and how to amend styles is available on our Tips
pages: http://www.ncl.ac.uk/library/teaching/endnote/tips/styles_filters.php
PAGE 20
9: INSERTING CITATIONS IN WORD

OVERVIEW
EndNote and Word can be used together to create in-text citations and bibliographies in your documents.
This uses EndNotes Cite While You Write feature. This task will give you an introduction to this feature.
You will need to open both Word and EndNote in order for them to work together.
This task is written for Word 2007 and Word 2010.
OPENING WORD (2007/2010)
STEP 1
Click on the Start menu and select All programs > Microsoft Office > Microsoft Word
2007/2010.
Notice you have an EndNote tab in the ribbon at the top of the screen:
If you cant see an EndNote tab, close down Word and select the following option to
configure EndNote: Start> All Programs > Database software > Endnote > Configure
EndNote
Now reopen Word the EndNote tab should appear.
CREATING A DOCUMENT AND INSERTING CITATIONS
STEP 2
In your blank Word document type:

It has been argued by many thinkers that
planning is essential when writing an essay.
Ensure your cursor is at the end of the
sentence this is where the in-text citation
will go.
From the EndNote ribbon click on EN Go to
EndNote.
PAGE 21
This will take you to EndNote and create a working link between your Word and
EndNote files. If you dont already have EndNote open, you will be prompted to open
it.
Click on a reference in your EndNote Library to highlight it.
Check that the Style box is showing the Harvard at Newcastle style.
Then click on the curved red arrow Insert Citation icon in the toolbar.
Your in-text reference is automatically inserted into your Word document and a
reference list created at the end.
Add some more text to your document and try adding some more citations to see
how the reference list grows.
Notice that EndNote automatically creates a Group for
your document as you write. This is a temporary
group which disappears when you close Word.
SEARCHING FOR CITATIONS TO ADD

STEP 3
If your EndNote Library is very large, an alternative way to add citations is to search
for them each time you need to insert them.
From you Word document, click on Insert Citation in the EndNote ribbon and then
Find Citation.
PAGE 22
In the search box type: essay

Click on Find
From the list of results highlight a reference and click Insert.
Click Insert Citation >

Find Citation
Type: essay
Highlight a
reference
Click Insert
Your reference will now be inserted into your document.

CHANGING THE STYLE
STEP 4
On the EndNote ribbon, click on

the down arrow in the box next to
Style.
Click on Select Another Style to
see the full list of styles available.
Choose one and click OK.
Note how the in-text citations and
the references change instantly to
reflect your new style.
PAGE 23
EDITING CITATIONS
STEP 5
You can amend individual citations in your text, for example to add page numbers or
to exclude the author or year.
Place the cursor in the text on the citation you wish to amend.
Click on Edit and Manage Citations in the Endnote ribbon in Word
EndNote X4: Place a tick in the appropriate box to exclude the author or year
EndNote X5: On the Edit Citations tab, select from the Formatting dropdown menu to exclude the author or year.
In the Suffix box type: p87
Click OK
EDITING THE FULL REFERENCE IN THE BIBLIOGRAPHY

STEP 6
If you need to amend a reference, for example if you have made a mistake when
entering it into EndNote, it is possible to do this from within Word, so that your
document will instantly reflect the changes.
Place the cursor in the text on the citation for the reference you wish to
amend.
Click on Edit Library Reference in the Endnote ribbon in Word
In the EndNote Reference window make your amendments (eg change the
date in the Year field)
Close the reference and Save the changes
Go back to your Word document and note that the changes have been made.
You may need to wait a moment for the change to take effect if it does not
update click Update Citations and Bibliography.
ADDING NOTES TO YOUR BIBLIOGRAPHY

STEP 7
You can include notes and comments as well as references in your bibliography, if
you are using a numbered citation style
Change the style to Numbered by clicking on the down arrow next to the
Style box in the EndNote ribbon
Place the cursor at the end of your document.
Click on Insert Citation and Insert Note on the EndNote ribbon
Type : Using styles in EndNote is very easy
Click OK - your note will appear as a number in the bibliography.
PAGE 24
10: ATTACHING PDFs AND OTHER FILES

OVERVIEW
Many different file types can be attached to EndNote references, whether this is a PDF file of the full
article, an image or table to reference or a Word document. The process for attaching files is the same.
You can search the full-text of attached PDFs from within EndNote. Importing multiple PDFs from a
database into EndNote is covered in another task.
If you want to use the Insert Figure feature in Word Cite While You Right, you will need to use the Attach
Figure option in EndNote (see task 14: ATTACHING AND INSERTING FIGURES).
EndNote will allow you to attach a variety of file types including:
Audio files (wav, mp3)

Microsoft Access , Excel, PowerPoint and Word files
Microsoft Project files, Microsoft Visio files
Multimedia files (mov, QuickTime)
PDF files (Portable Document Format)
Technical Drawing files (AutoCAD)
Text files (txt, rtf, HTML)
ATTACHING A PDF OR OTHER FILE

Please note: this task requires that you have PDFs or other files on your local filespace
ready to upload. A sample PDF document can be downloaded from:
http://www.ncl.ac.uk/library/teaching/endnote/examples
STEP 1
Open the record to which you want to

attach the file (double-click the
reference).
Click on References > File attachments
> Attach file
PAGE 25
STEP 2
In the Select a file to link to the reference

window, navigate in your filespace and
click on the appropriate PDF file.
Click Open.
Note that a paperclip icon has appeared

next to the reference in your Library.
Double-click on the reference to open it
and scroll down to see where the PDF
has been saved.
You can attach images and other files in
the same way.
SEARCHING PDFS
STEP 3
You can search all fields and attached PDF files in your selected reference list, or
restrict your search to PDFs.
Go to the Tab pane at the bottom of the screen and select Search
Use the drop down arrow next to Author to change the field to Any Field +
PDF. Choose an item from the Comparison list (Contains is selected by
default) to indicate how the search term(s) should relate to the search:
Enter a search term

Click Search
PAGE 26
11: IMPORTING MULTIPLE PDFs

OVERVIEW
This feature works well with recent PDFs which have good DOI information attached - DOI stands for
Digital Object Identifier, which is the metadata which describes a PDF.
In this task you will use ScienceDirect to demonstrate this feature.
SAVING PDFS FROM SCIENCEDIRECT
STEP 1
First create a folder in your filespace called EndNote PDFs you will be downloading
several PDFs. [Alternatively, you can create a folder when saving files later.]
STEP 2
Open a browser and go to the librarys A-Z listing of e-journal collection:

http://www.ncl.ac.uk/library/resources/ejs/fulltext.php
Select the letter S and scroll to ScienceDirect click on the title to access the
collection.
STEP 3
Perform a search for any topic in which

you are interested (or use the essay
writing example).
STEP 4
Select the first 10 results and click on

the Download Multiple PDFs button at
the top.
PAGE 27
STEP 5
The ScienceDirect Download Manager will open in your browser:
In the Select PDF file naming box, leave the default file name unaltered, but notice
you can create your own filename if desired.
In the Download to box, navigate to your new Endnote PDFs folder [or at this point
you can specify a folder name and location]
Ensure Download abstract if full text not available is ticked.
Click Begin Download.
STEP 6
Note that the full-text may not be downloaded if the article is still in press. Scroll
down the completed downloads to see if you have full-text or abstracts. Then close
the window.
IMPORTING THE PDFS INTO ENDNOTE

STEP 7
In EndNote, Click on File > Import > Folder.

In the Import Folder box, find your EndNote
PDFs folder.
In the Import Option box, select PDF and click
on Import.
Note that only records with the correct DOI information have been imported
correctly.
PAGE 28
12: MOVING REFERENCES AND MERGING LIBRARIES

OVERVIEW
You create several different EndNote libraries to help manage your reading and research references.
References can be easily moved from one library to another. Merging libraries will bring together the
contents of two separate libraries into a single library.
MOVING REFERENCES BETWEEN LIBRARIES
STEP 1
Ensure you have a test library open (eg My EndNote Library.enl).

Create an additional library by selecting File > New
Name the new library Finished.enl - this could store the final references for a finished
essay or article, which could be used to compile your completed bibliography.
STEP 2
Use the Window menu to

arrange your libraries select
to Tile Vertically.
Your libraries should be
displayed side-by-side as
shown.
STEP 3
Highlight three references and click on CTRL+C to copy the references. Hold down the
CTRL key to select more than one reference.
Click inside the Finished library and click on Ctrl+V. The references will be copied.
Alternatively, simply highlight your references and simply drag and drop them into
your new library.
PAGE 29
MERGING LIBRARIES
STEP 4
Close down your Finished library.

Ensure your test library is open (eg My EndNote Library.enl).
From the File menu select Import > File.
Under Import File: click on the Choose button to browser to your file Finished.enl
For the Import Option: select EndNote Library.
Now click on Import.

STEP 5
The two libraries will now merge and an autogroup will be displayed showing the
imported references.
Click on All References in the Group pane to view the newly merged library.
PAGE 30
13: INSERTING FOOTNOTES IN WORD

OVERVIEW
EndNote can be used to insert footnotes into Word documents, as well as bibliographies at the end of
documents. This exercise is suitable for Word 2007/10.
INSERTING A FOOTNOTE
STEP 1
Open Word and create a document with

some sample text copy and paste from
the library EndNote web page if you like
(www.ncl.ac.uk/library/teaching/endnote).
Place your cursor at the end of the first
sentence of your document this is where
the footnote reference will be inserted.
STEP 2
From the References tab in Word select

Insert Footnote.
The software now inserts a footnote
number into the body of your text and
automatically jumps to the bottom of the
page for the text of the footnote itself.
STEP 3
From the EndNote tab, click on the Insert

Citations icon (magnifying glass) and then
select Find Citations
A new window will appear allowing you to
search your EndNote library.
Search for a keyword you know will return
a reference from your library (eg essay).
Highlight a reference and click Insert.
The reference will now be formatted as a footnote at the bottom of the page. It will
also be inserted at the end of your document as part of a bibliography.
PAGE 31
14: ATTACHING AND INSERTING FIGURES

OVERVIEW
Images and tables can be used to explain and demonstrate points you are trying to make. Attaching the
image or table to your EndNote reference means they are easily accessible and always associated with
the original source.
It is possible to attach a wide variety of files to an EndNote reference but there is a specific option to
Attach Figure. If you use the Attach File option the file will be attached to the File attachments field in
your EndNote reference, whereas with Attach Figure it will be attached to the Figure field. This means it
can be inserted into a Word document using EndNotes Cite While You Write feature and linked to its
original reference.
ATTACHING A FIGURE TO A REFERENCE
Please note: this task requires that you have a figure (an image or table) on your local
filespace ready to upload. If not, please download the sample image
EndNoteImageFile.jpg from (instructions on how to do this will be on the same page):
http://www.ncl.ac.uk/library/teaching/endnote/examples
STEP 1
Click on References on the top toolbar and select New Reference (alternatively click
on Ctrl+N). This will open a new window.
Click on References on the top toolbar again, and this time, select Figure > Attach
Figure. Alternatively click on the Attach Figure icon
In the window that appears, click on Choose File and browse to your image file.
Highlight the file and click Open.
STEP 2
In your New Reference window, scroll

down until you come to the Figure field.
The image will be in this field. Double
click on the image, and it will open the
graphic file.
Close the graphic file to return to your
reference.
PAGE 32
STEP 3
In the Caption field type Caption for my image. This caption will appear under the
image when you insert it into your Word document.
Scroll back up to the top and type Graphic in the Title field.
Close the reference.
INSERTING AN IMAGE INTO A WORD DOCUMENT

STEP 4
Minimise your EndNote session, and

open a Word 2007/10 document. Place
your cursor where you wish to insert the
image.
Form the top toolbar, select the EndNote
ribbon then click on Insert Citation >
Find Figure
STEP 5
In the Find Figure(s) box, use the Find

field to search for your image using one
of the words in the caption (in this case,
you can type caption). Click on Find.
The results of the search will appear in
the box underneath. Highlight the one
you wish to insert and click on Insert at
the bottom of the box.
STEP 5
The image will then be inserted into your

Word document.
You can resize the image by clicking on
the image and draggin one of the
handles in the corner or edge.
PAGE 33
15: INSERTING BLIND REFERENCES IN WORD

OVERVIEW
A blind reference is where a reference appears in your bibliography, but is not referred to in the text (ie
there is no in-text citation).
To do this, you must first insert the citation as normal (ie add an in-text citation) and then tell EndNote to
hide the in-text citation. In order to keep your document tidy, it is a good idea to insert the hidden
citations at the end of your text.
INSERTING A BLIND REFERENCE
STEP 1
Place your cursor at the end of the text in your document and click Go to EndNote.
Select a reference and insert this into your Word document.
STEP 2
In Word, click on the in-text citation. Then follow the instructions for the version of
EndNote you are using:
X5 Highlight the citation and right click. From the menus that appear, select
Edit Citation(s) then Show Only in Bibliography.
X4 Highlight the citation and right click. From the menu that appears select Edit
Citations. In the Edit and Manage Citations window, exclude author and year.
Click OK.
The in-text citation remains but you can no longer see it, so the reference does
appear in the automated bibliography along with anything that does have a visible intext citation.
DELETING A BLIND REFERENCE
STEP 3
To delete blind references select Edit and Manage Citation(s). Highlight the
reference you want to delete and from the drop-down menu select Remove Citation.
PAGE 34
16: INSERTING MULTIPLE REFERENCES IN WORD

OVERVIEW
In your Word document you may wish to refer to two or more sources within the same citation brackets.
You can insert multiple citations in two ways either inserting all citations at once or one by one.
INSERTING MULTIPLE CITATIONS AT ONCE
STEP 1
In EndNote press the control key and highlight all the references you wish to
insert into your Word document
While In Word 2007/10 click on the Insert Citations icon
The multiple citations should now appear in your Word document.
INSERTING MULTIPLE CITATIONS ONE AT A TIME

STEP 2
Find and insert your first reference in the normal way.
In Word, place the cursor just inside the last bracket of the citation in which you
want to add another, and insert your next reference in the normal way.
Continue until all the citations you require are inserted.
You will see that EndNote automatically merges your citations together into the
same set of brackets, separated with a semi-colon.
CHANGING THE ORDER OF MULTIPLE CITATIONS

STEP 3
If you find that the citations are not ordered in the way in which you want them to
appear you can change the order as follows:
In Word, on the EndNote ribbon click on Edit & Manage Citations. In the
dialogue box that opens you will see your citations in the order in which they
currently appear in your document
Highlight the citation you wish to move either forwards or backwards in the
brackets and use the up and down arrows on the right-hand side of the dialogue
box to move it into place:
PAGE 35
Repeat this action highlighting each reference which requires moving, and when
you are happy with the order click on OK.
You will see your multiple in-text citations appear in the order in which you specified.
PAGE 36
17: CREATING A BIBLIOGRAPHY OR READING LIST

OVERVIEW
It is very easy to create a list of references using Word and EndNote, which could be used as either a
bibliography or a reading list.
EXPORTING REFERENCES
STEP 1
Open your test library (eg My EndNote Library.enl)
STEP 2
Choose a style for your bibliography - go to the

Style menu and select Author-date.
STEP 3
Now click on one of your references.

Then from the Edit menu choose Select all (Ctrl+A). All the references will now be
highlighted ready to be exported to your bibliography.
STEP 4
To generate the bibliography, click on the File

menu and select Export
Save the file in your filespace (H: Drive) as
bibliography and save it as file type Rich Text
Format (rtf).
Click on Save.
STEP 4
Now minimise EndNote and use My Computer

to open this document.
It will appear as a bibliography.rtf in as a Word
Document.
PAGE 37
18: CREATING A LIBRARY FROM A WORD FILE

OVERVIEW
If you have a Word document which includes references which have been inserted using EndNote, you
can create a new EndNote library from the document.
Note you cannot do this if references have just been typed into Word manually.
EXPORTING A TRAVELLING LIBRARY FROM WORD
STEP 1
Open the Word document containing your references and click on the EndNote tab.
Click on Export to EndNote then Export
Traveling Library.
STEP 2
You will then have the option to merge

into an existing library or to create a new
EndNote library.
Select to create A new EndNote library.
Click OK.
STEP 3
Browse to where you would like to save your travelling library and give the library an
appropriate name.
The library containing only the references from your Word document is now
available for you to open within EndNote.
PAGE 38
19: WORKING WITH CHAPTER BIBLIOGRAPHIES

OVERVIEW
When you have multiple chapters in a document, references can be dealt with in different ways:
Treat all the chapters as one document, with one bibliography at the end (see below)
Treat all the chapters as separate documents, each with their own bibliography
Treat all the chapters as separate documents, each with their own bibliography, but with a
complete list of references at the end of the work. (see below)
CREATING ONE BIBLIOGRAPHY AT THE END OF A SINGLE DOCUMENT
STEP 1
If you have several Word documents with individual bibliographies that you wish to
combine into one document with one bibliography, the simplest way to do this is to
unformat the citations in each document, cut and paste the documents together into
one document and format the bibliography to create one collated bibliography.
In Word, from the EndNote toolbar, click Convert Citations and Bibliography
> Convert to Unformatted Citations, for each document.
Copy and paste the documents together into one Word document.
Click Update Citations and Bibliography from the EndNote toolbar in Word
in the merged document.
CREATING CHAPTER BIBLIOGRAPHIES PLUS A FINAL REFERENCE LIST
STEP 2
To do this you need to make sure you have an EndNote library which contains every
reference you have used, but no extra references.
You can then treat each chapter as a separate document, creating a bibliography at
the end as usual and then use your EndNote library to create a complete reference
list as a new document. To create a complete reference list:
Open your EndNote library.

Click on Edit > Select all
Select your required style from the current style menu in the top right-hand
corner by clicking on the down arrow.
Right click over the selected area and click on Copy formatted.
Open a Word document (or go to the end of your thesis) and paste the
references into it.
PAGE 39
20: SHARING DOCUMENTS AND LIBRARIES

OVERVIEW
When you add a citation to a Word document, all the reference information is saved in a Traveling
Library, which is hidden in your document by the field codes. If you want to share your document you
can either:
give your colleague a final formatted clean copy in which they cannot alter your references
allow them to add formatted references from a different EndNote library
send a copy of the library to a colleague
Use EndNote Web to share
CREATING A CLEAN COPY OF YOUR DOCUMENT TO SHARE
STEP 1
If you are working with Master and sub documents, make a copy of your
document, to ensure you do not lose the structure
On the EndNote tab, click on Convert Citations and Bibliography
Click on Convert to Plain Text
A copy of the document will be created
Save it with a new file name
Please note:
This version of the document cannot be reformatted in future, so do not add new
references to the clean version, always add them to your working document and
create new clean copies as necessary. You may have to save Master and
subdocuments separately.
ALLOWING COLLEAGUES TO ADD REFERENCES
This is not advised unless you are following the guidelines for group use of EndNote
and all parties understand how it works
If your document contains references inserted from different libraries and you
subsequently try to unformat or reformat it, you may run into problems. You need to
have the corresponding EndNote library open in order to format references.
PAGE 40
SHARING A LIBRARY
STEP 2
You can send a copy of your EndNote library to someone else but you must also send
them the .DATA folder which is automatically created when you set up an EndNote
library, as it stores extra data such as figures and group information.
To see the .DATA folder:
Go to My Computer (or Windows explorer)

Navigate to your EndNote library and note the associated .DATA folder
The best way to share libraries is to make a compressed back up copy as in

Worksheet 2: Getting Started with EndNote.
USING ENDNOTE WEB TO SHARE LIBRARIES
STEP 3
Set up an EndNoteWeb account
In EndNote, click on Tools > EndNote Web

Create a login ID and password.
In future, to use EndNote web you can go directly to
http://www.myendnoteweb.com/ and login.
Create a library
Hover over the Collect tab and click on New Reference. Type in a few references.
Share your library
Click on the Organize tab.

Click on Manage my Groups and Create New Group (you may have to allow a
popup).
In the window which appears enter a Group name (eg Moiras Group) and click
OK.
Once the group appears in your list you can add the email addresses of people
you want to share with, giving them permission to read or read/write.
See libraries others have shared with you
Click on Manage my Groups and Others Groups.
PAGE 41
21: GROUP USE OF ENDNOTE

OVERVIEW
EndNote is not set up for group use, but it is possible to share EndNote libraries if members of the group
agree some basic rules. One member of the group needs to be identified as having overall responsibility
for a shared library.
SHARING LIBRARIES IN A GROUP
STEP 1
The most common problem with group use of EndNote libraries is knowing which is
the latest version of the database.
Approach 1: One member of the group takes total responsibility for maintaining the
database. Other group members send additions which the database manager adds
on their behalf. The library is either placed on a shared drive or sent to group
members on a regular (weekly/ monthly) basis.
Approach 2: Each group member maintains their own database, labelling any new
additions by adding a pre agreed tag (eg the word new in the label field). Every
month, the new records from each group member are exported and added to the
master database. All the new labels are removed and the updated library and
associated .DATA folder redistributed to group members.
GROUP USE ON A SHARED NETWORK SPACE
STEP 2
It is not possible for more than one person to edit an EndNote library at the same
time, but it is possible to allow multiple access for searching and citing references. To
do this, all users need access to a shared network space, which should be set up to
allow read only access to the database. One member of the group can maintain and
update a copy of the library and copy it to the shared space regularly.
PAGE 42
22: WRITING ARTICLES USING ENDNOTE

OVERVIEW
One of the frustrating things about writing articles is that if you have an article rejected by one journal
and want to submit it to another, the instructions to authors may ask for different layouts and referencing
styles. You can use EndNote to help you to make changes to your article more easily.
USING MANUSCRIPT TEMPLATES
EndNote supplies some predefined templates for common journals to aid with
writing for these publications. The templates provide the formatting needed for the
publication, such as headings, margins, spacing, pagination, font type and size.
STEP 1
Open EndNote and click on Tools > Manuscript Templates and browse the choices.
To see what a template looks like, click on BiomedCentral (Biology).
This will open a new Word document [note, accept macros to continue] and starts a
wizard to help you enter basic information about your article.
Follow the wizard, making up a title and author(s) to see how it develops the article
structure for you [note, you do not have to use the wizard, just click Finish to leave it]
You can now start adding text by typing in specific sections of the document
USING JOURNAL STYLES
STEP 2
Open EndNote and click on
Edit > Output Styles > Open Style Manager

Use the scroll bar to find the style by journal title [note, you can click on name or
category to re-organise the list for ease of use]
Place a tick in the box to the left of the style you want
Close down the Style Manager
You will now see your chosen journal style in the list of styles available to you in the
drop-down box at the top of your screen. When you navigate to a Word document,
you will see the style is also available to you in the drop-down box within Word.
Select the style and your references will be reformatted accordingly.
If you dont like any of the styles available, you can amend the style (see next task).
PAGE 43
AMENDING A JOURNAL STYLE

STEP 3
You may find that the style a journal recommends is slightly different from the
standard style provided by EndNote. You can amend an existing style to fit specific
requirements:
Choosing and copying a style to amend
From a campus PC or via the RAS choose a style which is close to what you need*
Locate this style in the folder C:\Program Files\EndNote\Styles (alternatively it
may be in C:\Program Files (x86)\EndNoteX5\Styles)
Right click on the desired style and select copy
Now navigate to an appropriate folder in your personal filespace. Right click and
select Paste. To avoid confusion later, we highly recommend that you rename
your copied style.
Tell EndNote where to find the style you have copied

Please note the instructions below for saving files does not apply for PCs running
Windows 7 as it will automatically locate your style.
For previous operating systems:
In EndNote, go to Edit > Preferences > Folder Locations

In the Styles box on the right, navigate to the place where you saved the style by
opening Select Folder > Select > Apply > OK
[If you are using your own copy of EndNote on a personal PC you do not have to
save a copy of the style, you can simply edit it directly. ]
To amend the style
Go to Edit > Output Styles > Open Style Manager.

Select the style you wish to amend and click on Edit
The box which appears allows you to edit all aspects of the style
Click on Templates under Bibliography in the left column. The right hand window
now shows the detailed layout for each different type of reference. You can
insert or remove fields and change punctuation, fonts etc.
Try changing the way the title displays in a journal reference (perhaps by making
it bold or italic). Highlight the word title and use the buttons in the bar above to
change it to bold or italic or underline. Do the same for a book
Click Yes and save a copy of the amended style.
Close down the style by clicking on the cross in the top right hand corner (be
careful not to close EndNote by mistake)
Test the changes by selecting your amended style in the drop down box at the
top of your EndNote library.
PAGE 44
23: TERM LISTS

OVERVIEW
Term Lists are built up automatically in your EndNote library for journal names, author names, and
keywords. They store terms you have already used and automatically offer appropriate ones when you
start typing details into new references. This improves consistency within your library (and can speed up
entry of information into new references). If you enter a new term which is not already in the term list, it
will appear in red to indicate it is a new addition. When you close the reference, the new term is then
saved in the list.
EndNote already has large ready-made subject-focused Journal Title term lists (including Bioscience,
Chemical and Zoological Records). These include the full and abbreviated forms of journal names and can
be used with style settings to get consistent journal names (i.e. all full or all abbreviated) in your
documents bibliographies.
VIEWING AUTOMATICALLY CREATED TERM LISTS
STEP 1
If you have already added references to a library, you can view the terms in a list.
Open your EndNote library

Click on Tools > Open Term List
Select any of the three options: Authors, Journal or Keywords term list. This
will then display the list of terms used in that field by the references in your
library
CREATING NEW TERM LISTS FOR PUBLISHERS
STEP 2
From the Tools menu choose Define Term List

Click on Create List
Enter the name of the new list: Publisher
Click OK
Choose Link Lists and link the Publisher field to the Publisher term list
Click OK
With the Publisher list still selected, click Update List then OK the next box
Click the Terms tab (with Publisher still selected as the list) and you should
find the publishers have now been added to the term list
PAGE 45
IMPORTING TERM LISTS

STEP 3
Click on Tools > Define Terms Lists

Select the Journals term list then click Import List
Go to C:\Program Files\EndNote X4\Term Lists, select the term list file
appropriate to your subject area and click Open. The terms will be imported
into the Journals term list
Click the Terms tab to view the enlarged Journals term list
Note that official abbreviations are included (Abbreviation 1: with punctuation,
Abbreviation 2: without punctuation).
Close the Term List box
PAGE 46
24: TROUBLESHOOTING
OVERVIEW
This section contains common problems that can happen when using EndNote. If your problem isnt listed
here please email lib-endnotehelp@ncl.ac.uk (SAGE and HASS) or medliaison@ncl.ac.uk (FMS) for
further support.
CORPORATE AUTHOR NOT DISPLAYING CORRECTLY
Note that a corporate author requires a comma entering after the name (eg Author: National Institutes
of Health, ). Otherwise EndNote will format the authors name into lastname/initials format (Author:
Health, N.I.o).
RECOVERING LOST OR CORRUPT LIBRARIES
It is advisable that you create back-up copies of all the EndNote libraries. EndNote will automatically save
any changes you save to your library. However it is important to create back-ups of your libraries in case
the file gets deleted by accident or becomes corrupt. If you have images stored in your library you will
also need to make a backup of DATA.folder. If you have also amended any styles, filters or connections
you may also want to create copies of these as well.
The Windows system creates automatic backup copies of your University file space four times a day and
keeps a total of seven days worth at any one time. ISS have instructions on their website:
http://www.ncl.ac.uk/iss/support/tip/shadowcopy
CORRECTING MISTAKES WHEN USING CITE WHILE YOU WRITE
If you have made a mistake when entering the information into your EndNote library and subsequently
correct it in EndNote, these changes will not always automatically appear in any linked Word documents.
You will need to ensure that the citations and references in your Word document pick up the changes.
With your document open in Word, from the EndNote ribbon, select Update Citations and Bibliography
to update the references.
ENDNOTE TOOLBAR / TAB IS MISSING IN WORD
If you cant see an EndNote tab, close down Word and select the following option to configure EndNote:
Start> All Programs > Database software > Endnote > Configure EndNote. Now reopen Word the
EndNote tab should appear.
PAGE 47
AUTOGROUP FEATURE AND TOGGLING BETWEEN WORD AND ENDNOTE DISABLED IN

ENDNOTE X5/WORD 2010
When using EndNote and Word together, any references included in your Word document appear as a
subset of references in your EndNote library underneath All References in the left-hand menu. This subset
is known as an 'autogroup' and you will see the Word symbol next to it. This autogroup is a temporary
group which is only visible when Word is open.
If, after upgrading to EndNote X5 and Word 2010, you find that autogroups are no longer appearing
and/or you are unable to toggle between EndNote and Word as normal please do the following:
Ensure both Word and your EndNote library are open
In Word, in the EndNote tab, click on Update Citations and Bibliography
You should find that this restores both the autogroup and toggling features.
ERROR MESSAGE SERVICE ERROR: GENERIC APPEARS WHEN TRYING TO IMPORT
REFERENCES
See: http://www.endnote.com/support/faqs/Install/faq1.asp
ENTERING SPECIAL CHARACTERS INTO A REFERENCE
See: http://www.ncl.ac.uk/library/teaching/endnote/tips/characters.php
REFERENCES UNEXPECTEDLY REPLACED BY BLOCKS OF CODE
See: http://www.ncl.ac.uk/library/teaching/endnote/tips/formatting.php
PAGE 48

EndNote X5 Workbook v1

Cargado por

Información del documento

Derechos de autor

Formatos disponibles

Compartir este documento

Compartir o incrustar documentos

Opciones para compartir

¿Le pareció útil este documento?

¿Este contenido es inapropiado?

Copyright:

Formatos disponibles

EndNote X5 Workbook v1

Cargado por

Copyright:

Formatos disponibles

University Library

GETTING STARTED WITH ENDNOTE .............................................................................................................2

ADDING REFERENCES ...................................................................................................................................6

IMPORTING FROM THE LIBRARY CATALOGUE .............................................................................................9

IMPORTING REFERENCES FROM DATABASES ........................................................................................... 11

IMPORTING REFERENCES USING FILTERS .................................................................................................. 14

USING GROUPS .......................................................................................................................................... 16

SEARCHING YOUR ENDNOTE LIBRARY....................................................................................................... 18

SELECTING A STYLE .................................................................................................................................... 20

INSERTING CITATIONS IN WORD ............................................................................................................... 21

10: ATTACHING PDFs AND OTHER FILES.......................................................................................................... 25

24: TROUBLESHOOTING .................................................................................................................................. 47

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

Organise your references and other research data

WHERE CAN I ACCESS ENDNOTE?

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

1: GETTING STARTED WITH ENDNOTE

The first time you use EndNote you will a

EndNote Web is an online version of EndNote that can be accessed anywhere. It

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

CREATING A NEW ENDNOTE LIBRARY

If this is the first time you have used

A new window will appear called

Your new EndNote library will then

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

GETTING TO KNOW YOUR ENDNOTE LIBRARY

Note that your EndNote library has the following features:

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

COPYING AND BACKING-UP YOUR ENDNOTE LIBRARIES

Copying and moving your library

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

This will open a New Reference

ENTERING BIBLIOGRAPHIC INFORMATION

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

Type in the year: 2001

You reference will now look like

ADDING DIFFERENT REFERENCE TYPES

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

Enter the following information:

ADDING KEYWORDS AND NOTES

Double-click on the Stem Cell Information reference to open the reference.

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

3: IMPORTING FROM THE LIBRARY CATALOGUE

Open your EndNote Library.

Then click on the Tools menu and

SEARCHING THE LIBRARY CATALOGUE FROM WITHIN ENDNOTE

In the tab pane of your library select Online Search.

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

The Confirm Online Search box will appear,

The results display in EndNote the

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

4: IMPORTING REFERENCES FROM DATABASES

ACCESSING WEB OF KNOWLEDGE

IMPORTING INTO ENDNOTE

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

Step 1: ensure Selected Records on page is selected

The references will automatically be added

IMPORTING FROM SCOPUS

Locate the library homepage http://www.ncl.ac.uk/library/

IMPORTING INTO ENDNOTE

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

A File Download window will appear - click on Open.

NEWCASTLE UNIVERSITY LIBRARY WORKBOOK

5: IMPORTING REFERENCES USING FILTERS