www.library.qut.edu.auQUT Library

EndNote Essentials

What is EndNote?

• Your references and referencing styles manager

• Software that allows researchers to find, import, export, store, organise, and use references to information sources

• A client program to create files of references called EndNote Libraries

• Storage with references for full text PDF, figures, pictures, tables, etc.

• Your research database of academic and professional literature

Objectives

On successful completion of this course you should be able to:

• Open an EndNote library and view and sort references

• Search for references within a library

• Select and retrieve a bibliographic style

• Create a new EndNote library and add references manually

• Add database records to a library via Direct Export

• Attach files to an EndNote reference

• Open and annotate a pdf attachment

• Add a reference and pdf using the pdf import filter

• Organize references using Groups

• Insert citations into a Word document and edit citations

• Format a bibliography within a Word document

• Create an independent bibliography

• Backup your EndNote library

Obtain and install EndNote

To install on your QUT desktop or laptop• Backup your EndNote libraries

and any customised styles to an alternative location• Uninstall current version of EndNote • Self-install from the QUT network using ITAssist (Windows 7). • If you have Administrator Rights to the computer you may also use

download or CD options.

To install on your own desktop or laptop• Follow instructions on the IT Services software downloads page

• Borrow the CD from the Library, OR

• Download link on the Library EndNote website

►http://www.library.qut.edu.au/services/endnote/

Open an existing Library

From within EndNote:

1. Click on File > Open

2. Select a previously used Library from the drop-down menuOR

Click on Open Library to locate Libraries saved in other locations

From within Word:

1. Select the EndNote X7 tab

2. Click on to open EndNote and select your Library

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View references

1. The selected reference displays in the Reference panel on the rightAlternatively, double click on a reference to open to a full screen

2. Click on the double arrow to Hide/Show Empty FieldsClick to select data fields, edit as neededTab to the next field

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To quickly find a reference by Author, Year or Title:

1. Click any column heading to sort. Repeat to reverse order (e.g. Year)

2. Start typing to browse your library by column heading (e.g. ‘2000’)

Sort and Quick Browse

Search a Library

Use the Search panel at the top

1. Select the field that you wish to search e.g. Any Field

2. Enter search terms

3. Click on Search Search results display

4. Click on All References to return to the full list

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Select a Bibliographic Style

1. Select the style of your choice from the drop-down menuUse Select Another Style.. If your style is not listed

2. Click on the Preview tab to display the selected reference in the style you have chosen

If the style you need is not already displayed for selection :

1. From the same drop-down menu, Choose: Select Another Style

2. Search or Browse for your style

3. Double-click to select it

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Retrieve a Bibliographic Style

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1. From the EndNote toolbar, go to File > New

A New Reference Library window will open prompting you to save

2. Name your new Library and save it

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Create a new Library

1. On the toolbar,

Click-on the New Reference icon

OR

Click ‘References’

and Select ‘New Reference’

2. In the New Reference

select a required Reference Type

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Enter References manually

Options for Personal Name: Comma after a corporate author:

Smith, F. Amnesty International,

Smith, Frank

Frank Smith (no comma)

• If there is no author, leave blank (do not enter ‘anonymous’)

• Use a new line for each author

Enter author names

• Enter titles on a single line without hitting enter

• Enter the full journal title (no abbreviation)

• Leave out a full-stop at the end of a title

• Ensure there are no blank spaces after the title string

• Capitalise as you would like it to appear in your bibliography

Enter titles

Enter data in other fields

Publication Year

Enter four numbers e.g. 2013

Page Numbers

Can be entered complete e.g. 142-149 or abbreviated e.g. 142-9

Edition

Enter 1st not 1

URLs

Include the start of the URL e.g. http://

Label

Assign custom tags for searching your records e.g. unit codes, assessment items

Research Notes

Store personal notes, quotes etc.

1. Select and save: In the list of results, under relevant individual results, click: + Folder

2. Open saved results: At the right of the screen, click: Folder View

Export from EBSCOhost

► Tick the boxes next to results that you wish to export

3. Export references by Clicking the Export icon

Export from EBSCOhost

Confirm Direct Export to EndNote is selected► Click: Save.

Export from EBSCOhost

IE: In the file download box

Select Open

In Firefox:

Export from EBSCOhost

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1. Do a search in the database

2. Tick the records you wish to export

3. Click on View Selected Articles

4. Click on Display Options Select Full Article/Report plus Indexing

Export from Factiva

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5. Click on Format for Saving Select Article Format

6. Click on File > Save As (Internet Explorer) Change to a .txt file Factiva.txt

Export from Factiva

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1. Import File:Click on Choose Locate and select fileFactiva.txt

2. Import Option:Select Other filters from the drop down menuFind the database name and relevant database providerSelect Factiva (DJ)Click on Choose

3. Click on Import

Export from Factiva

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Extra steps for Factiva – You have a .txt fileYou now need a FILTER

In EndNote: Choose File > Import or click on

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Export from Google Scholar: Set up

2. For Bibliography Manager, from the drop-down menu select: EndNote►Click Save Preferences

1. Click on Settings

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Export from Google Scholar

1. Under relevant result, click: Import into EndNote2. In the File Download box, click: Open

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1. Do a search in the database

2. Tick the records you wish to export

3. Hover mouse over Export/ Save

4. Select EndNote...from the drop down list

Export from ProQuest

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In the Export/Save box :

5. Click on Continue

Export from ProQuest

Open with EndNote X7..

Select OK (Firefox)

6. Select Open (Internet Explorer)

1. Select and save: In the results list, next to individual results, tick to select

Import from databases: PubMed

2. From the Send to drop-down menu In the Choose Destination box, select Citation Manager, then click on Create File

Import from databases: PubMed

Import from PubMed

In IE: EndNote automatically opens and imports record

In Firefox :

1. Next to relevant search results, click on the Save icon

2. Click to open your Folder of saved items

Export from Quick Find

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3. In your Folder of saved items, click on

Select EndNote from the drop-down menu

4. Select Open (Internet Explorer)

Export from Quick Find

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Export - Check your References

Check your references for accuracy and completeness

1. Check in Preview for accuracy

2. Display Reference (Double-click to open in a full window)

3. Make any necessary changes

1. Locate a pdf file relating to a reference in your Library

2. Add that file to the reference

Drag & drop onto the reference in the Library

or Right click on the reference to select

or Open a reference, drag & drop into the File Attachments field

HINT Enable automatic renaming of pdf files

as you import them

Select Edit > Preferences > PDF Handling

Choose your preferred option

Add a file to a reference

Try the Find Full Text function in EndNote

First you need to Configure EndNote

1. Select Edit > Preferences > Find Full Text

2. Tick all boxes and enter the following URLsOpen URL path: http://sf5mc5tj5v.search.serialssolutions.com/Authenticate with: http://gateway.library.qut.edu.au/login?url=

Add a file to a Reference

There is a comprehensive FAQ on the Library website http://www.library.qut.edu.au/services/endnote/findftxtfaq.jsp

Run Find Full Text

1. Highlight references

2. Select References > Find Full Text > Find Full Text OR click on

3. Click OK for the copyright and usage notice

Monitor progress in the Find Full Text group set at the bottom of the Groups panel A paperclip icon appears as each new pdf is found and attached

Add a file to a Reference

Found pdfs for 4 out of the 5 titles selected!

1. Click on the PDF Viewer tab in the Reference panel

2. Click on to open your document in the PDF Viewer

3. Highlight text Add sticky notes Hint: Right click highlighted text or the sticky note and select Delete annotation if you change your mind

4. Save changes madeClick on again to close

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Open & annotate a PDF attachment

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1. Import File:Click on Choose Locate and select your pdf file

2. Import Option:Select PDF from the drop down menu

3. Click on ImportThe imported reference and attached pdf will display

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Add a reference using a PDF document

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You have a pdf document with a correctly formatted DOI

Use EndNote to create a reference for this pdf

In EndNote: Choose File > Import > File or click on

Create a Group Set for your broad subject area

1. In the Groups panel Right click and select Create Group Set

2. Name your group set

Sort references into Groups

Create a Group

1. In the Groups panel, right click and select Create Group

2. Name your group

3. Transfer selected references into the group Drag & drop OR right click, select Add References To, select group

Sort references into Groups

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References can be added to more than one group

References deleted from a group remain in your Library

References deleted from your Library are deleted from all groups

Create a Smart Group

1. In the Groups panel Right click and select Create Smart Group

2. Name your groupEnter search termsClick on Create

A Smart Group is created Search results are saved into this group

Sort references into Groups

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Any changes made to your Library are checked against this search query

If there is a match, the references are automatically added to the Smart Group

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1. In your document, place the cursor where you want the citation to appear

2. Click on the EndNote tab in Word to display the EndNote commands

3. Click on

Insert Citation > Insert Citation

4. Enter search terms and click Find

5. Select desired reference

Click Insert

Note: Insert drop-down options

Find & insert an in-text citation

1. In your document, place the cursor where you want the citation(s)

2. In EndNote, highlight the reference(s) that you wish to insert

Note: Select multiple references by holding down the Ctrl key

3. Insert selected citation(s)

In EndNote:

Click on the Insert icon

OR In Word: Click on Insert Citation > Insert Selected Citation(s)

Insert an in-text citation from EndNote

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Edit citations

In Word, right-click on an in-text citation and select: Edit Citation(s) > More

►Add Prefix: as cited in

►Add Pages: 23

Click OK

Click on the Edit Reference button

Select Remove Citationto delete from your Word document

Change bibliographic styles in Word

Expand the Style drop-down menu to select another style

Choose Select Another Style if your style is not shown

1. Select desired references and select desired style

2. Right-click and choose Copy Formatted

3. Paste selected references into your Word document

Quick Bibliography in Word

Compressed libraries help in creating back-up copies and sharing libraries.

1. With your Library open, from the toolbar at the top,

Select File > Compressed Library

Compressed Libraries:

• Ensure all relevant files are backed up

Compress the Library (.enl file) and its attached files into a single file to save(.enlx file)

• Decreases file size

• Allows you to move your Libraries safely

Back up and move Libraries

2. Apply any extra desired conditions or just click Next

3. Save in a safe location

Back up and move Libraries

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Resources

www.library.qut.edu.auQUT Library

EndNote Help

QUT Library EndNote

http://www.library.qut.edu.au/services/endnote/

EndNote Guide

In Windows: Start > All Programs > EndNote > Help >Getting Started Guide

EndNote site support

http://www.endnote.com/support/faqs/index.asp

Ask A Librarian

In person at the Library Desk, online Chat, Phone, Email,

http://www.library.qut.edu.au/help/

Your Liaison Librarian

http://www.library.qut.edu.au/about/contact/liaisonlibrarians.jsp

EndNote software installation

QUT IT Helpdesk 31384000

https://www.ithelpdesk.qut.edu.au/

www.library.qut.edu.auQUT Library

Support and contact