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1. an ansennenensenvenensenvennnsenveneneenvenrnsenvenrnsenreernvenvenrneenvenrneenveoreenee 7 Check the EndNote Settings nennen oneneneeneneenenenenenvenseeevenenennenenreneneneevenseeevenenenneneevenenenvenen 7 Various ways of linking PDF S annen veneenenvenvenenvenvenenvenvenenvenvenenvenvenenvenvenenvenvenenvenvenenvenee 8 7 Managing your EndNote library anneer enenvenrenenvene enen vene enenveneenenveneevenveneenenvensenenveneevenven 9 Sorting Finding and Viewing references nnnuenenneneneneneeneneeeeneneneenenenvenenenveneneeeenenenveneneenenenenvenen 9 Searching for references nnen enenenenneneaeenenenenneneneenenenenveneanevenenennenenrenenenenvenvenevenenennenenreneneneenen 9 Ar RN 9 Insert keywords notes and research notes nnen eneenvennennenneenvenvenvenvenveneenneenvenvenvenvenvenvenneens 10 Organise your references by creating QrOUPS nennen enenenenvenenvenenenenvenenveneneneevenenvenenenvenen 11 Palla dni 12 7 EndNote amp Word or Cite While You Write oo annen ene enenennenvenenneneenenvenvenenvenvenennenvens 12 O tp t Style Sisa ss 12 Word and the EndNote TaD nsscsseenoumnornisisiiiiiirriirnii rinrin ioni NT eten indat neen daneen heen 12 Heering CHAINS eiiiai ir Eee ia 12 a geie e a e E E A A E E A te beenen eneen betten 12 Creating TOOTNOLES curia ie id lacas 12 8 Formatting a bibliography neen eenden eeen arten ten etheen iden eames wende 13 Change the formatting Style
2. nclude citations in bibliography Close the edit window by clicking on the X button When prompted save the changes that you have made to Word Select the edited output style use the Update Citations and Bibliography command or the Format Bibliography command in earlier versions 21
3. y Universiteit Leiden Bibliotheken EndNote X7 instruction Leiden University Libraries 2015 2016 Inhoud EndNote X7 introduction accionistas 1 Endnote Desktop and Endnote Online nnen ananennenenvenenenenveneneenenenenvenenvenenenenveneneenenenenveneneenn 1 Access to EndNOLB use neretene tc 1 Sharing references eiii laneros escasea 1 Make a backup of your library nnen e E A E 1 ET E EE E A EE O A AE O AAEE O vydsseineouasea exbasSzs es 3 2 Creating a library ANA 3 3 Direct E a E A E N E E E E EA E E N E eal 3 Project NIUS O sect ca a e ae srta E a E eoliano 3 Google SCM OLA nrasane eai a a aa Ee Ea EA ES E 4 Web of SOENG ui a 4 4 Importing references from databases using text files PiCarta nnen enenenennenenvenenenenvenenvenenen 5 5 Create a new reference manually nnee en enenensenenvenenenenvenenvenenenenvenensenenenenvenenvenenenenvenenvenenen 6 6 How to handle PDFS nennen veneenenenenee vene enenenensenensenenenensenensenenenensenensevenenenvenenteeenenenvenenteeenen 7 If you like to you can let Endnote rename your PDF s automatically the moment you upload them to a reference in your EndNote library To use this option go to the EndNote Menu Edit gt Preferences gt PDF handling Choose your settings for PDF automatic renaming options This is also the place where you can select a watch folder see option 4 of Various ways of linking A NON 7 Add a PDF file to a reference
4. Choose a folder for example on your desktop where your library will be stored o Click Save e In case you have used EndNote before EndNote will start in the last EndNote Library you were working in Please follow the procedure starting after Click on File gt New You now have a new empty library to start inserting your references e Close and Open an EndNote library o To close your new library go to File gt Close Library o To reopen your new library use File gt Open e To close the EndNote programme o open File gt Exit o orclick on the X at the top right hand corner TIP Each library consists of two files an enl and a data file The files belong together if you want to move them to a new location copy both files Do not delete the data file if you by accident lose your EndNote library The data file might help you to restore your library 3 Direct Import Some databases provide a Direct Import also called Direct Export option This applies for most of the databases offered by Leiden University Libraries Important EndNote has its own Online Search option we do recommend you not to use it searching via our Catalogue gt Find Databases adds more precision to your search For the exercises below go to http catalogue leidenuniv nl gt Find Databases and type the name of the database in the title field Project Muse Find Project Muse within the Catalogue gt Find Databases and open the database Perform a sea
5. Send to menu and select Citation Manager Pubmed import text file e Perform a search in Pubmed Use the check boxes to mark the items you wish to export to EndNote You can send the items to the Clipboard for later downloading using the Send to drop down menu When you are ready to download or from the Clipboard click the Send to menu Select File under Choose Destination e Select MEDLINE from the Format drop down menu e Click Create File you may need to turn off pop up blockers e Save the file to your desktop as a txt document 19 Return to EndNote choose File gt Import Browse to find your txt file and Select PubMed NLM filter for the Import Option If you do not see PubMed NLM on the drop down menu click Other Filters Browse to PubMed NLM Click Import Cite While You Write footnotes Footnotes are used in referencing in two different ways Author date styles like APA and Harvard normally contain references within the text of the document However if the author has added some text in a footnote it is permissible to add a citation there in the normal form such as Smith 1998 Note APA style does not encourage the use of footnotes See the APA style manual for more information Footnote styles are quite different All referencing is done in the footnotes Typically the full details of the reference are given at the first point where it is cited and an abbreviated format is used if the reference
6. is cited again later If the document is a lengthy one e g a thesis or book there will often be a separate bibliography at the end where the references are again given in full The Chicago Manual of Style includes provisions for this type of referencing and the corresponding EndNote output style is called Chicago A To find out how a particular output style handles footnotes In EndNote click on Edit on the top menu bar then Output Styles gt Open Style Manager Highlight the relevant output style and click on Edit When the edit window opens go to Footnotes in the left hand pane and click on the subheading Templates On the right hand side of the edit window you will see a drop down menu showing how EndNote formats citations in the footnotes 1 If the setting is Same as citations EndNote will format the references like the citations in your text which is probably something like Smith 1999 2 Ifthe setting is Using footnote format EndNote will format the references in a special footnote style which is defined in the Templates Pane below the drop down menu 3 Ifthe setting is Same as bibliography EndNote will format the references in the footnotes in the same way as the references in the bibliography at the end of your document This setting is rarely used e Using footnote styles e g Chicago Bluebook In your Word document make sure the cursor is in the correct place i e where you want to insert the footnote referenc
7. nanne enen enense vene aadar a aiaa 13 Editing Ker inl 14 Rem ving a Cilicia iii ideas side eae a hiene wedn 14 Moding A Cda artnr ennen teneinde NA EEOAE NEAT 14 Edit Library reference Shins didas 14 REMOVE field COMES imanol iia iia acia a ici 14 Formatted citations and Instant Formatting nnen enenvenvenenvenvenenvenvenenvenvenenvenvenenvenvenenvenee 15 Creating a separate bibliography ananas enenenenveneneenenenenveneneenenenenvenenveneneneenenenveneneneenen 15 ES UNECE CREEEREN EEE 15 EndNote Frequently Asked Questions nnn enonenennenenvenenenennenenvenenenenneneneenenenennenenveneneneenenenvenenenvenen 16 General questions about EndNote nennen enen veneenenenensenenseeenenenveneneenenenenvenenrevenenenven 16 EndNet Onlin8r arsenaal eneen neen ded 16 sharing your EndNote library s saret ais 17 References general iSSUCS normen aanrenden ennen Merny Poe ee eee deve eres 17 References editing settee serre EE eerde Meee eee Breen eae 18 References importing fromm icono 19 Cite While You Write footnote s naan anenneneneenenenenvenensenenenenvenensenenenenvenenveneneneenenenveneneneenen 20 Cite While You Write bibliography ananas enenenenveneneenenenenveneneenenenenvenenveneneneevenenveneneneenen 21 EndNote X7 introduction EndNote is a bibliographic software programme which enables you to search for literature develop a personal digital reference library create and format citations for papers and publica
8. next set of duplicates Keep This Record Keep This Record C line 20 C line 200 Ref Type tide Ref Type J ide Rating Rating Author J Author C line Dauverd C line Dauverd Year Year 2002 2002 Title Title The Mediterranean A Cultural Landscape review The Mediterranean A Cultural Landscape review Journal Journal Journal of World History Journal of World History Publisher Publisher University of Hawai i Press University of Hawai i Press Volume Volume Added to Library 22 8 2013 Last Updated 22 8 2013 Added to Library 27 8 2013 Last Updated 27 8 2013 Corrections You can copy paste information from one record to the other before removing one of them Warning Before selecting Keep This Record which will delete the duplicate check the record numbers to be sure that you are not deleting a reference already cited in a paper Keep in mind EndNote will not always manage to find every duplicate reference If this problem occurs sort the library by author or title and spot duplicates by eye To remove a duplicate use the Delete button or right click gt Move References to Trash Exercise e Manually compare use the search panel the two records from Kruk 1995 with the title Ibn Battuta Travel family life and chronology One record was imported from Google Scholar the other from PiCarta e Decide which changes you want to want to make before removing one of the records Insert keyword
9. sources The DOI is typically located on the first page of the electronic journal article near the copyright notice The DOI can also be found on the database landing page for the article Does EndNote recognize symbols and diacritical characters Endnote uses the UTF 8 character set which contains most characters In very special cases you may see characters that are not recognized EndNote shows these as a box In this case type the missing character in the same way as you would type the character in your word processor If you are using non Western fonts for your research you will know how to install additional input languages with Windows by going to Control Panel and selecting the Regional and Language Options and then clicking on the Languages tab Why do certain fields turn red This is caused by the fact that Endnote creates so called indexes or term lists for author names keywords and journal names EndNote updates the term lists automatically as you enter new references into your library If you enter a new name that is not already in your Author list the name appears in red text to indicate that it is a new addition to the term list When you close or save the reference that new term is added to the list 17 References editing Updating author names There may be variations of an author s name in your data For example Joe Cool Joe A Cool J A Cool etc Since some styles prefer whole names and others abbreviated first
10. year by clicking the Exclude author or Exclude year checkboxes e or select More for other changes like adding a page number e Close the dialog box Edit Library reference s This allows you to make changes to a reference while you are writing in Word for example to change spelling errors e Position the cursor in a Word citation e Click the Edit Library Reference s button e EndNote opens the reference e Modify the reference and close e Back in your Word document in the EndNote Tab click the Update Citations and Bibliography button in the Bibliography box e The changes will be shown in your Word document Remove field codes Removing field codes means deleting Word s Cite While You Write CWYW codes and saving the formatted citations and bibliography as text When field codes have been removed in text citations are no longer linked to an EndNote reference In text citations become plain text Because EndNote and Cite While You Write cannot re format your paper once field codes are removed the Remove Field Codes command makes a copy of your document without codes Word saves your document without embedded formatting codes so you can submit your paper to a publisher or share your final paper with a colleague Exercise 14 e Inthe EndNote Tab in Word gt Bibliography section select Convert Citations and Bibliography gt Convert to plain text Se e After saving the original formatted document the plain text document appe
11. There s no charge for sharing no library size limit and no charge for unlimited cloud storage For more information http endnote com product details library sharin I want to share a few references in an email for adding them to someone else s EndNote library In Help see Sharing Word documents Traveling Library In Word gt create a small bibliography containing the formatted reference s you want to share Send the Word file attached to an email To add the references to an EndNote Library open the Word doc and the EndNote tab gt Tools gt Export to EndNote gt Export Traveling Library Or Open both your Word document and the EndNote library Then in EndNote go to the Tools menu then the Cite While You Write submenu and select Import Traveling Library Note A traveling library does not contain Notes Abstracts Figures or Captions References general issues What is a DOI or a Digital Object Identifier While importing references from Web of Science and other databases you will also import the DOI DOI Digital Object Identifier is a unique alphanumeric string assigned by a registration agency the International DOI Foundation see www doi org to identify a specific publication and provide a persistent link to its location on the Internet The publisher assigns a DOI when an article is published and made available electronically The APA recommends that when DOls are available you include them for both print and electronic
12. and middle names itis best to update names to full names and leave the work of abbreviating to the EndNote styles But for complex author names Jr Il multiple words always enter last name first followed by initials e de Gaulle Charles e dela Rey V e De Boer J Page numbers Page ranges can be entered as complete the style used to create the bibliography can change the page numbers to full abbreviated or first page EndNote recognises the following forms use a comma to separate non consecutive ranges e 37 41 e 441 7 e 15 17 19 85 89 How to change citations in uppercase Some online resources import citations in UPPERCASE When you do not want these citations to appear in your Word document you will have either to edit the references into lower case choose a style which converts uppercase into lower case or edit your current style so that it will convert your references accordingly Styles in EndNote are set up in one of three ways 1 Leave titles as entered 2 Headline style capitalization e g Memory in Hearing Impaired Children Implications for Vocabulary Development 3 Sentence style capitalization e g Memory in hearing impaired children Implications for vocabulary development Make sure your required style is selected in your styles box Choose Edit Output styles Edit name of style Your style template will open for editing From the left hand side of the screen choose Bibliography Title Ca
13. ars Formatted citations and Instant Formatting Via CWYW EndNote formats a citation in any style you want This is called Instant Formatting Sometimes you might want to turn Instant Formatting off as it can be time consuming to refresh your bibliography each time a new citation is inserted For more information on Instant Formatting see the FAQs on this subject Creating a separate bibliography You may need to create a separate bibliography for instance to show all found references to your colleagues or teachers Do the exercise below to find out how this can be done Exercise e Create a new Word document e Go to your EndNote library and put the cursor in a reference e Select all references Ctrl A or just a few e Return to Word and choose Insert selected citation s e References appear but do not delete anything yet e Choose the preferred style e Once the definitive list is created choose Convert Citations and Bibliography gt Convert to plain text e Only then remove the in text citations on top of the page TIP To create a bibliography at the end of each chapter use the help pages in EndNote and search for creating multiple bibliographies in a single document 9 Extra s What s new in EndNote X7 https www youtube com watch v FqvYHOFUXps The EndNote help manual can be found through http endnote com support online user manual x7 For trouble shooting http www endnote com support ensupport asp For more questi
14. ay cgil e Click Apply and OK Various ways of linking PDF s 1 linking PDFs through Find Full Text Note This option leads to an automatic attachment of the PDF or url It only works for Leiden University subscribed articles but it does not work flawless Exercise e Select one or more references from your library e g all ISI Web of Science records by holding down the Shift key e Right click and choose Find Full Text e Have a closer look at the bottom of left hand column see how Full Text Found shows the references with pfd e The PDFs will be stored in the data folder of your actual library e If this does not work good enough try option 2 OpenURL 2 through OpenURL Link or Open URL e To search for the PDFs for articles you have already inserted in your EndNote library o Selecta single reference by clicking on it o Right click on the selection you made and choose URL gt OpenURL link e Follow sfx to access the PDF save the file to a place you will remember or to your EndNote watch folder see option 3 and 4 below o In EndNote select the reference right click and choose File Attachments gt Attach file o Browse to the saved PDF select the file and click Open o The PDF will be attached to the reference 3 Through importing an existing folder of PDF Files Select in the EndNote Menu File gt Import gt Folder with or without subfolders and group sets When all your options are set click the Import b
15. cally to manually Be sure to work in the Integrated Library and Online Search Mode A before starting the sync process For a Quick Reference Card about EndNote Online see http endnote com support online user manual x7 or search Youtube EndNote for alumni EndNote Basic Before leaving Leiden University EndNote references can be transferred to a free online EndNote Basic account with less storage and files attachment To transfer the references from EndNote to EndNote Basic you will have to export the references to a text file How to import your references from EndNote in a free EndNote Basic account In EndNote Program open the library In the taskbar select Another Style gt EndNote Export Select all the references you want to export and click File gt Export In the dialogue box check the name the extension txt and the output style EndNote Export Next save the file Open your EndNote Basic account and move to the tab Collect gt Import References Browse to the file location select the txt file choose Import Option gt EndNote import and import the references For more information on EndNote Basic watch http www youtube com watch v tDoycBN9nus 16 Sharing your EndNote library Sharing through EndNote Online In Endnote go to the Sync Library button or File gt Share First backup File gt Compressed Library and sync your library Everyone can add to annotate and use the library at the same time
16. ce to another use the arrow buttons use the Search Panel for an advanced search to combine multiple fields check the preview of a formatted reference in the Reference Panel click on the tab Preview Checking for duplicates If you import from more than one source you may end up with some duplicate references in your library Before adding references to a Word document it is important to remove these duplicates To find duplicate references in a library With the Library window open click on All References in the left column From the References menu choose Find Duplicates EndNote will display a Find Duplicates dialog box where you can compare duplicates and decide which version to keep and which to delete For each set of duplicates you have the option to o click Keep This Record to save that particular reference and throw the other one in the Trash o Click Skip to leave both references in the library intact They will appear in a temporary Duplicate References group so you can review them later o click Cancel to stop the Duplicate References operation All duplicates will appear in a temporary Duplicate References group if you wish to review them TIP Each reference has an unique number The older first entered reference will always appear in the left column 8 Find Duplicates Comparing 1 and 2 of 2 duplicates Select the record to keep The record not selected will be moved to the Trash Select Skip to go to the
17. e mark o Use the Word menu gt Insert gt References gt Footnote gt Insert You might have to choose between footnote where the notes appear at the bottom of each page o or endnotes where the notes appear at the end of the document Note Do not confuse this use of the term endnotes with your EndNote software Now use the EndNote nsert Citation button to insert the citation in the Footnote Repeat this procedure for each footnote e Page Break You must insert a Page Break before the bibliography at the end of the document This will 20 ensure your bibliography is printed on a separate page at the end of your document while the footnotes will appear at the bottom of each page correctly formatted e Major changes to the footnote style In EndNote choose Edit gt Output Styles gt choose the style you are using gt select Footnotes and select one or more of the options shown in the left hand column depending on the fields you want to change like Author Lists Author Name or Title Capitalization e To insert specific page numbers in footnotes To include specific page numbers for a reference in a footnote O highlight the citation in the Word document and select the button Edit amp Manage Citation s You will now see a dialogue box The selected citation has been highlighted Below the tab Edit Citation gt Pages type the page number s Click on the OK button This will only work if the EndNote output style is co
18. e was installed an EndNote X7 Tab with an EndNote ribbon has been added to Word Q EJ Go to EndNote Style APA 6th z Categorize References 7 Export to EndNote NEEN Sf Edit amp Manage Citation s Update Citations and Bibliography 22 instant Formatting is Off e Preferences Pel _ Edit Library Reference s convert Citations and Bibliography Help Citations Bibliography gt Tools Inserting citations You can insert citations as you write your document Cite While You Write or CWYW or if you prefer to wait you could enter the citations after you have finished writing In text citations Exercise e Open a Word document or make a new one and type some text Save it first using another name e In your Word document position the cursor where you want to insert the first citation e Click the Go to EndNote button and select the citation you wish to use in your Word document g e Return to Word by using the Return to Word Processor button 4 e In your Word document open the drop down menu Insert Citation and select Insert Selected Citation s Creating footnotes Exercise 12 e Again type some text and put the cursor where you want to insert a footnote e In your the Word document choose the tab References gt Insert Footnote e Goto your EndNote Library and select a reference e Return to Word and click on Insert Citation and select Insert Selected Citation s e Do not forget to save your Word document afte
19. ems in one go Next select To EndNote etc in the Push to Export box choose UTF 8 e Inthe download screen enlarge the screen choose Open gt EndNote You may have to edit the references pay special attention to the Author Editor series title e Incase you want to export one single reference at a time open the tab Details and look for the option Actions upper right corner of the record gt To EndNote etc e To store items on the e Shelf permanently sign in before selecting items Note An import from PiCarta returns more complete records JSTOR direct export Search JSTOR as you normally would Select the citations you want to export to EndNote and within the Citation Tools select Export gt Open and select RIS file EndNote etc Choose Open and next if needed choose EndNote In the Open with dialog box choose EndNote Program PsycINFO PsycArticles direct export Perform a search as you normally would do Use the Add to folder button to select the items or use to add all references on page Click Add to folder to place the selected items in your folder for exporting multiple items Open the folder and click select Direct Export in RIS format Click Save to import the items To export one single citation open the complete record and use the export tool in the right hand column Ga Add 1 50 Pubmed Direct export Perform a search in PubMed Select the items you wish to export to EndNote Click the
20. fore importing them to EndNote Exercise Go to PiCarta on our website and open the database Change the language into English Perform a search all words for kruk Click at the bottom of the webpage on show hints See the left hand column and click the person s name Kruk Remke Importing references from PiCarta works without a problem if you collect books and articles in two separate sets In order to do so separate the articles from the books by clicking on Filter upper corner of the left hand column and click on Material code gt Articles You can choose between Books Articles Online resources and Sound To import all articles in PiCarta o click download at the bottom of the screen o save all references 1 22 or more o choose the format as shown below Type 22 or more MOPC UTF 8 exclude word wrapping itle first 1 last In for examp first 1 last 1 first 3 last You can download a maximum of MOPC z o UTF 8 150 8859 1 word wrapping TIP see FAQ for more information about symbols and diacritics Next click Save gt Save as You could change the name to Kruk articles but leave the extension txt unchanged Store the file on your desktop Next go back to the EndNote library which is still open Choose File Import File in the next popup screen you e Choose the correct file kruk articles from the desktop click Open krukartides bxt Picarta PDF EndNo
21. later to this EndNote record Web of Science Find Web of Science within the Catalogue gt Find Databases and open the database Exercise Type bn battuta in the topic field At the bottom of the page Show per page change the number or results per page to 50 Above the first reference in the Save to drop down save to EndNote online v menu choose EndNote desktop Sa En one In the next pop up screen choose All records on page Save to EndNote desktop Change record content to Full Record Save to ResearcherlD wrote Click on send the import process starts Save to Other File Formats Save to RefWorks Imported references will be added to All References see left column but they will also be visible in a temporary group Imported References This makes it easier to have a closer look at the newly added references The imported references are marked with a grey dot which means unread Ifyou click on this grey dot you can mark it as read TIP while importing references from Web of Science and other databases you will also import the Digital Object Identifier or DOI For more information about this identifier see the FAQ TIP to find out how to import references from other databases see the FAQ on the last page 4 Importing references from databases using text files PiCarta Some databases do not have a Direct Export option in this case you will have to copy the results to a text file be
22. lleagues up to 14 including yourself For more information on EndNote Online see the FAQ Access to EndNote EndNote X7 can be used from each student PC in the university network for more information about access to EndNote on your home computer see the FAQ at the end of this document Sharing references EndNote allows to share your entre library including references PDFs annotations with up to 14 people including yourself You can include anyone who is using EndNote X7 3 More information on sharing see the FAQ at the end of this document Make a backup of your library Before you are going to share your files or to sync to EndNote Online it is important to make regular backups of the EndNote files This can be done by creating a compressed file enlx via the the Compressed Library command in the EndNote gt File menu This compressed library can be easily restored later by opening it in EndNote Part I 2 Creating a library Exercise e Open EndNote through Start gt EndNote Program e Ifyou open EndNote for the first time the program will offer you 3 options Set up your account Share your library Learn more and Get connected Save these options for later use click next until an empty EndNote screen is shown o Click on File gt New o A window will appear asking you to name and save the new library o Enter a name say test enl for your new library EndNote libraries must end in the three letter extension enl o
23. nfigured to cope with Cited Pages Most styles that provide for specific footnote formatting are configured in this way Citations may appear twice or more Use Edit Citations to make corrections Do not insert page numbers in the EndNote Library to edit a citation only use the Edit Citation option in Word Note that specific page numbers will not appear in the bibliography at the end of the document If you change your style manager the footnote style also changes TIP Inserting page numbers works much faster when you click on the right mouse button go to Edit Citation click on More then scroll to the highlighted citation Cite While You Write bibliography What if you don t want a bibliography at the end of the document Most of the footnote styles supplied with the EndNote software will format the references in the footnotes and produce a bibliography at the end of the document If you are writing a short work e g ajournal article you may not require a separate bibliography at the end of the document To edit the output style so that it does not generate a bibliography at the end of the document e Go to the Styles Manager and open the style for editing e Select File gt Save As to save the output style under a new name e Inthe left hand frame click on the Footnotes heading O O O O e Return o fe Under this heading select the Templates section On the right hand side of the edit window uncheck the box labelled
24. ons or comments on this manual please send an e mail to helpdesk library leidenuniv nl 15 EndNote Frequently Asked Questions General questions about EndNote How to access EndNote outside the Leiden University Network Staff members can use the EndNote programme through Remote NUWD Students can use EndNote Web to synchronise it later with EndNote Program within Leiden University Network Can I buy the EndNote Programme If you want to install EndNote on your personal computer you can buy the programme at https shop researchsoftware com EndNote Online How can get an EndNote Online account Students and staff from Leiden University can register for a free EndNote Online account during the period of their study appointment There are several ways to create an EndNote account a You can create an account the first time that you start EndNote Follow the online instructions b In EndNote click the Sync button S that appears in the toolbar to open an EndNote Web Login dialog Click the Sign Up button to begin the registration and activation process Follow the online instructions c In EndNote go to the Edit menu gt Preferences gt Sync Click the Enable Sync button to go to the EndNote Web Login dialog Click the Sign Up button to begin the registration and activation process Follow the online instructions Tip The syncing process is always initiated in EndNote You can change the syncing preferences from automati
25. pitalization You can also choose Footnotes Title Capitalization if you are using a footnote style Select your preferred option Formatted citations and Instant Formatting Via CWYW EndNote formats a citation in any style you want This is called Instant Formatting Sometimes you might want to turn Instant Formatting off as it can be time consuming to refresh your bibliography each time a new citation is inserted This can be done in the EndNote tab in Word through the option e Convert Citations and Bibliography gt Convert to Unformatted Citations 18 e Next your in text citations will be shown as temporary citations with author name publication year and record number the bibliography will be removed 7 e To re format your citations you only will have to click Update Citations and Bibliography e Fora more permanent use of unformatted citations e g at the start or in the middle of a document Instant Formatting can be turned off in Word in the Bibliography section gt in the pull down menu select Turn Instant Formatting off e Another way to approach Instant Formatting and more general CWYW preferences can be found in EndNote gt Tools gt Cite While you Write gt CWYW Preferences References importing from Catalogue Leiden University and LUMC e Perform a search in the Catalogue select the items you wish to export to EndNote click the star e Go to the e Shelf and select the items again You can export 30 it
26. procedure below e Move in Word to the EndNote Tab open Insert Citation gt Insert Citation The EndNote Find amp Insert My References dialog box appears e Inthe dialog box enter text such as the author or title in the Find text box to identify your reference e EndNote searches all fields in its library records to find matches e Select and insert the citation 13 Editing citations Note If you need to change add modify or delete your formatted citations in your Word document always use the Edit amp Manage Citation s command as explained in the exercises below The in text citation as well as the full citation will be changed or removed Do not use the backspace or delete key Removing a citation Exercise e In your Word document click on the citation you wish to change e With the right hand mouse button choose Edit Citation s gt More e The Edit and Manage Citations dialog box appears e The citation is already selected e Click on Edit Reference next to the citation e Click on Remove Citation Warning This is the only way to remove a citation from your Word document never use the delete button Modifying a citation With the Edit amp Manage citations button it is possible to modify certain parts of an in text citation e Inthe Word document go the citation you want to change click on the right mouse button e Select Edit Citation s The Edit and manage Citations dialog box appears e Exclude the author or the
27. r field e always enter author and editor names one name per line Use the Enter key to move from line to line e Always enter last name first followed by initials or the full first name Obama Barack or Obama B e EndNote needs a comma to identify a last name e Last names have to be capitalised because EndNote will not change un capitalised names e For organisations include a comma U S Department of Education Leiden University TIP For more information on complex author names and page numbers see FAQ TIP You may have noticed that when you enter a reference or make changes in a reference certain fields turn red For more explanation about this feature see the FAQ Term list amp red text 6 How to handle PDFs You can enrich your library by adding PDFs to the references This can be done manually by saving a PDF to your computer selecting in your EndNote library the reference clicking on the paperclip in the reference panel choose Attach File and select the pdf Compare the bibliographic information of the PDF with the reference in your library maybe your reference needs some adjustments If you like to you can let Endnote rename your PDF s automatically the moment you upload them to a reference in your EndNote library To use this option go to the EndNote Menu Edit gt Preferences gt PDF handling Choose your settings for PDF automatic renaming options This is also the place where you can select a wa
28. r inserting citations TIPS for more information about citing in footnotes see the Faq gt More information about citing in footnotes 8 Formatting a bibliography Change the formatting style You may wish to change the output style Exercise Continue with the Word document from the previous exercises e In Word from the EndNote Tab gt Bibliography section open the drop down menu behind Style e Choose the standard style numbered e Now change the style to Author Date e Click Select another Style to choose a preferred style from the list in the dialogue box e g Amer Anthropologist or APA Note An output style selected in Word is the final format for your document Make sure to select the same style in your EndNote library the Preview tab in the Search Panel will then show you the correct format of a reference in the preferred output style Exercise You can add a new style to the list of preferred styles e Goto your EndNote Library and open Edit gt Output Styles gt Open Style Manager e Have a closer look at the style list and select an alternative style e The selected styles will be added to list of favourite styles in EndNote as well as the Style menu in Word e Return to your Word document and choose a new style Exercise An easy way to search for EndNote references and insert them without ever leaving Word is shown in this exercise e Type some text and add a new citation to your Word document via the
29. rch for Ibn Battuta a 14th century Moroccan Berber scholar and traveller Exercise e Type ibn battuta e Have a look at the number of results and change Items per page to 75 to be able to select all items e Click on the Save All Citations button In the upper right corner click on Saved Citations n Choose option 2 Export to EndNote In the pop up screen choose open Choose EndNote All references are being imported in your EndNote Library Note we strongly recommend that you use one library for all your references But in case you want to maintain more libraries please see the FAQ s for information about setting your preferences Google Scholar Go to Catalogue gt Find Databases gt Google Scholar Follow these steps to configure Google Scholar to send references to EndNote Go to the Google Scholar home page at http scholar google com Click on the Scholar Preferences E button Under Bibliography Manager select the option Show links to import citations into and choose EndNote in the drop down box Click on the Save Preferences button Exercise In Google Scholar search for the following journal article Kruk R 1995 Ibn Battuta travel family life and chronology how seriously do we take a father Al Qantara 16 2 369 384 click Cite gt EndNote gt to export this title to your database Google Scholar shows an SFX link try to locate the PDF and save it on your desktop in order to add it
30. s and Abstract fields can each hold up to 64 000 characters which is equivalent to about 16 pages of text Use the Notes field to 10 store personal reminders such as the location of a quotation in a book or the quotation itself Use the Abstract field for a brief description of the contents of the work Organise your references by creating groups Organising your references in groups enables you to create subsets of a large library For more information about custom groups and smart groups see the Help function of EndNote 11 Part Il 7 EndNote amp Word or Cite While You Write Cite While You Write also known as CWYW is a key feature of EndNote It allows you to e access EndNote from within Microsoft Word to insert citations into your documents e insert citations anytime during your writing process build a bibliography from the citations you insert in any desired style change the formatting using output styles for the citations and bibliographies Output Styles EndNote contains many gt 6 000 pre defined output styles according to the regulations of societies such as MLA APA and Chicago or journals Style Manuals and their locations can be found within our Catalogue http catalogue leidenuniv nl Each style has a format for e in text citations e citations in a footnote or bibliography e separate bibliographies Word and the EndNote Tab This manual is written from the perspective of Word 2010 When EndNot
31. s notes and research notes If your library contains many references use a keywords system to locate them and to organize your titles You can use a keyword system from a database for example MLA or PubMed or you can create your own system If you enter personal keywords EndNote will add them to the Keywords Term List Exercise e Open a reference and add keywords in the Keywords field and or individual research notes in the Research notes field e Be sure to separate your terms in the field with a semi colon or a hard return hit Enter between terms to ensure each term is indexed separately e Phrases will be indexed as long as the words appear in one line with no intervening semi colon e Have a look at the Terms Lists via Tools Open Term Lists NOTE EndNote keeps track of the inserted keywords and completes them automatically The auto complete feature can be turned on or off via Edit Preferences Term List deselect Suggest Terms as you type It is available for Author fields when you enter author names with the last name first TIP for more information about Term Lists i e creating a new Term List and modifying terms see Help type term lists choose Important Points about term lists and Related topics Modifying Terms TIP for more information about unwanted capitalisation of titles see FAQ gt How to change citations in uppercase TIP A citation from the EndNote Manual The Notes Research Note
32. tch folder see option 4 of Various ways of linking PDFs Add a PDF file to a reference Exercise e Within your EndNote library select the journal article with the title Ibn Battuta travel family life and chronology e Click on the paperclip in the reference panel gt Attach File and from your desktop select the saved PDF from the Google Scholar search gt click on open e The PDF will open in EndNote s PDF viewer just click on Reference left of the PDF viewer to return to the record Have a look at the field File Attachments where you will see the attached file e Compare the title of the PDF with the EndNote record title imported title from PiCarta You might have to edit some fields You can also let EndNote search for PDFs To be able to do this some settings in EndNote may have to be changed Check the EndNote Settings e Go to Edit Preferences gt Find Full Text e Check the boxes for all options ISI Web of Knowledge Full Text Links DOI Digital Object Identifier and Open URL e Inthe box OpenURL Path type http sfx leidenuniv nl sfx_local v OpenURL OpenURL Path __hittp sfx leidenuniv nl sfx_local e Leave the box Authenticate with URL empty remove the link if present e Click Apply e Next check the settings for URLs amp Links The box ISI Base URL has to show the line http gateway isiknowledge com gateway Gateway cgi ISI Base URL http gateway isiknowledge com gateway Gatew
33. te Library EndNote Import Refer BibIX Import File krukartides tet Tab Delimited Reference Manager RIS ISI CE Multi Filter Special Duplicates Import All EndNote generated XML Text Translation No Translation Picarta Use Connection File Import Option Picarta Select Import Option Other Filters gt PiCarta Duplicates Import All Text translation no translation Click Import Imported references will be added to All References see left column but they will also be visible in a temporary group Imported References to see all references click All References in the left hand column Browse through some imported records you may have to edit some references Exercise Now import from PiCarta the set of books written by Remke Kruk following the procedure used in the previous exercise Note It is also possible to export references from Leiden University Catalogue via direct export but this might lead to more editing More information about exporting references from the Catalogue see the Faq 5 Create a new reference manually Occasionally you may have to add a reference manually This can be done in your open EndNote library References gt New Reference Select the appropriate reference type book blog journal article etc and fill in the fields needed to build a complete reference Author names amp names of organisations Please pay attention to the rules below on how to enter the autho
34. tions EndNote desktop comes together with EndNote Online A database or library in EndNote contains references or records each record consists of 52 fields No limit exists on the number of references you can create in an EndNote library though it is recommended that the number does not exceed 100 000 to maintain efficient performance managing the database Can I create more than one library Yes you can create as many libraries as you wish but it is strongly recommended to use one library for all your references o be sure to use one and the same library if you start to connect your references to a specific word document o choose one library to sync from EndNote desktop to EndNote Online and vice versa because changes made in any library will be reflected in all libraries o by default EndNote always imports references to the most recently used library So in case you want to maintain more than one library you will have to select a specific library when importing your references If this is the case change the default settings for opening a library through EndNote gt Edit gt Preferences gt Libraries Endnote Desktop and Endnote Online Endnote is software installed on the computers in the University Network EndNote Online formerly known as EndNote Web is a web based service and can be used complementary to Endnote Desktop Endnote Online enables you to o access your references anytime anywhere o share your references with co
35. utton This folder could become your watch folder for automatic import See option 4 Note EndNote will attempt to attach PDFs to matching records that already exist in the library instead of creating duplicate records 4 Automatic import from a watch folder Any PDF added to this automatic importing folder will be imported into the EndNote library Automatic importing takes place after opening the library Importing can be triggered by clicking on any reference in the reference list To use this option go to the EndNote Menu Edit gt Preferences gt PDF handling select the watch folder Tip the content of a PDF is searchable through Quick Search and the Search panel 7 Managing your EndNote library In this section you will learn how to sort your references find duplicates and how to insert keywords Sorting Finding and Viewing references The EndNote Library window displays 10 columns These columns can be dragged and dropped The order oldest newest A Z or vice versa in which references are displayed can be changed by clicking on the column field headings Column headings can be changed via Edit gt Preferences gt Display Fields Searching for references scroll through the list by using the arrow keys e on your keyboard or use the quick search a Dn button to search in one field only and type the first few letters or digits of an author name or publication year scroll from a complete referen

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