Endnote X6 for Beginners (With Word 2011)

EndNote X6 for Beginners (with Word 2011)

Mac Handout

Please note that these instructions are a guide only. Not all variations could be included.

A copy of EndNote X6 must be loaded onto your Mac prior to the class from http://www.rmit.edu.au/library/endnote

This 90 minute session comprises:

1. Introduction

2. Opening the EndNote program

3. Manual input of records - EXERCISE ONE

4. Change reference styles in EndNote

5. Export records from a database to EndNote - EXERCISE TWO

6. Export records from RMIT Library LibrarySearch to EndNote - EXERCISE THREE

7. Create Groups

8. Using EndNote with Word 2011- EXERCISE FOUR

9. Conclusion and further help

1. INTRODUCTION

This is a beginner’s handout that covers the basics of the Endnote program for students who have never used Endnote. For advanced Endnote help see the endnote.com website for FAQs and help forum or the Getting Started Guide and Manual.

The guide assumes students have a basic knowledge of referencing and their reference style. The guide does not teach how to search databases; some basic database searching is involved.

See this video for a short overview of Endnote: http://www.youtube.com/watch?v=tlnvmDnPzs0

By the end of this session you will be able to:

·  Create an EndNote library.

·  Add records to an EndNote library – manually and via a library database or catalogue.

·  Change referencing styles.

·  Use EndNote with Word.

·  Know how to get further help with EndNote.

2. OPEN THE ENDNOTE PROGRAM

·  EndNote is already installed on RMIT Mac computers. You can access it two ways:

-  1: Open Finder > Applications > Endnote X6 > Endnote X6.

-  2: From within Word 2011 use the Endnote toolbar and . Tip: if you can’t view the Endnote toolbar in Word try View > Toolbars > Endnote X6.

o  Create a new EndNote Library File New and save it to your RMIT H drive or flash drive.

3. MANUAL IMPORT RECORDS - EXERCISE ONE

1.  In your Endnote library, start a new reference by selecting the icon, or References > New Reference

2.  Choose a reference from the list below and select the correct reference type from the toolbar in EndNote e.g. journal article, book, web page.

3.  After you have entered the details click on the small red dot at top left, to close (If a pop-up asks you if you want to save changes to the record, tick the box saying ‘Do not show this message again’, and click Save. The next time it will automatically save).

Tips
·  Enter authors consistently.
·  List author last name (family/surname) first and follow with a comma.
·  List organisation names in full and follow with a comma.
·  Enter each author name on a separate line.
·  Sentence case for journal article titles.
·  Enter some keywords for searching later.

List of references to practice manual entry:

Books

Isaacs, A, Daintith, J & Martin, E 1996, Concise science dictionary, 3rd ed. Oxford University Press, Oxford.

Mooney, A & Evans, B 2007, Globalization: the key concepts, Routledge, London.

Journal articles

Dodson, AP 2007, 'Demystifying the process', Diverse Issues in Higher Education, vol. 24, no. 2, p. 9.

Electronic articles

Wright, K 2007, 'A written assessment is an invalid test of numeracy skills', British Journal of Nursing, vol. 16, no. 13, pp. 828-31, viewed 1 February 2010, Ebsco database.

E-book

Silyn-Roberts, H 2000, Writing for science and engineering papers, presentations, and reports, Butterworth-Heinemann, viewed 2 June 2009, <http://www.engineeringvillage.com>.

Web Page

Thomson Reuters 2009, EndNote: bibliographies made easy, viewed 24 July 2009, <http://www.EndNote.com>.

Conference paper

Guo, Y & Nan, H 2008, 'Discovering implicit customer connections with a cognitive situation model', paper presented to Proceedings - 2008 International Symposium on Knowledge Acquisition and Modeling, KAM 2008, Wuhan.

Book section

Schwartz, MT & Billoski, TV 2000, 'Referencing made easy', in BT Jones & NV Lovecraft (eds), Guide to study at university, Barnes and Ellis, New York, pp. 175-89.

Blog

WordPress 2008, Citations and references, accessed 2 June 2009, WordPress.com, <http://customessay.wordpress.com/2008/04/07/citations-and-references/>.
4. CHANGING REFERENCE STYLES IN ENDNOTE

·  Styles can be changed in EndNote OR in your Word document.

·  From Style drop-down menu in EndNote , click Select Another Style and select your reference style (e.g., APA 6th or Vancouver).

·  Other styles not in the EndNote list can be downloaded via Edit > Output styles > Open Style Manager then click on Get More on the Web.

·  Business students should note that the RMIT Business style (Harvard edition 6, version 9) is available from the library EndNote page under the Downloads tab.

5. DIRECT EXPORT OF RECORDS FROM DATABASES - EXERCISE TWO

Many of the major databases allow this feature including: Science Direct, ProQuest, Academic OneFile, EbscoHost, Informit, Scopus and Web of Science.

1.  Ensure EndNote Library is open.

2.  Use the Mozilla Firefox browser.

3. 

Science Direct OR EBSCOhost Web

1.  Navigate from library homepage to Science Direct.
2.  Do a search on ‘Genetically modified food’.
3.  Mark some records and click on ‘Export citations’.
4.  Select either option under ‘Content format’, and Leave ‘Export format’ as ‘RIS format (for Reference Manager, ProCite, EndNote)’ selected.
5.  Click ‘Export’.
6.  At the prompt select ‘Open with’ and select Endnote X6, and tick the box that says‘Do this automatically…’ and click OK. / 1.  Navigate from library homepage to EBSCOHost > EBSCOHost Web > select EBSCO Business Source Complete.
2.  Do a search on ‘Global financial crisis’.
3.  Mark items by clicking the ‘Add to folder’ link below each article.
4.  Click the link at the top called ‘Folder’
5.  Select articles and click on the ‘Export’ button.
6.  Select “Direct Export in RIS Format (CITAVI, Easy Bib, Endnote…)” and click Save.
7.  At the prompt select ‘Open with’ and select Endnote X6, and tick the box that says‘Do this automatically…’ and click OK.

NOTES:

·  Some databases may not export citations directly and may only download a “.ris” file. To export the citation, open the file with Endnote.

·  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]”

6. EXPORT RECORDS FROM LIBRARYSEARCH - EXERCISE THREE

Exporting from LibrarySearch is best for items not usually found in databases such as books, DVDs, videos etc. To export records from LibrarySearch:

·  Search on your topic in LibrarySearch – e.g., “abnormal psychology”.

·  Select the records you would like to save in Endnote by selecting the star next to each record (‘Add to My e-Shelf’).

·  Select ‘My e-Shelf’ at the top of the screen

·  Select the records and, from the drop-down menu at the right of screen, select ‘Push to Export RIS’ and click ‘Go’ -

·  A pop-up appears that says ‘Import to Citation Manager’. Click ‘OK’.

·  To export select Open with and select Endnote X6, and tick ‘Do this automatically…’ and click OK.

Note: Remember to check each record saved – LibrarySearch often duplicates the author when exporting, omits important information. This is a good habit to get into when exporting records.

7. GROUPS

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.

·  Create a custom Group. Right click on My Groups or from the menu Groups > Create Group and name it after one of your topics. Custom Groups work on the ‘drag and drop’ method.

·  Create a new Smart Group. Right-click on ‘My Groups’ or from the menu Groups > Create Smart Group and name it after one of your topics. Set up a keyword search from your topic – this creates a group that will automatically add references if they have the word describing your topic in the citation.

8. USING ENDNOTE WITH WORD 2011 – EXERCISE FOUR

1.  Download sample Word document - From the library EndNote page, click on the Training tab and right click on 'Information literacy' practice document (DOC, 20 KB) and save.

2.  Open sample Word document. EndNote appears as a separate toolbar

(If toolbar does not appear, select View > Toolbars > Endnote X6)

3.  Inserting reference:

·  In Word, place your cursor where you want the in-text reference to appear.

·  From the EndNote toolbar, click ‘Search Endnote library’

·  Search for your reference (e.g., author surname) and click “Insert”

·  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

·  In EndNote, click to highlight a reference.

·  Select ‘Insert Citation’

5. Edit citations in Word:

·  In Word, place cursor on an in-text citation.

·  From the EndNote toolbar, Click on ‘Edit Citation(s)’ in EndNote toolbar.

·  Enter page numbers in the ‘Pages’ field (note: page numbers will only appear if the reference style allows it – e.g., APA).

·  Practise excluding author or year.

6. Changing styles in Word:

·  Select the style from the drop-down list or search for your style by selecting ‘Select Another Style…’.

Note: If any references in EndNote are edited, select ‘Format Bibliography’ to update the changes in your Word document.

9. CONCLUSION AND FURTHER HELP

·  Remember to keep a backup of the EndNote library as USB drives can be lost (File > Save a Copy).

·  Remember that the links to online resources from the Library’s EndNote page are useful. The video tutorials are typically very short, and FAQs cover most questions.

·  The Brunswick and Swanston libraries offer drop-in sessions, which can be useful for students with a particular question.

·  Students can also ask for assistance related to this Basic Endnote session at the Reference desk at RMIT libraries or online via Ask A Librarian – rmit.edu.au/library/askalibrarian.

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