EndNote X4 advanced User manual
Contents
1. M New reference type 2 A Display E EE KA BN UE 7 2 4 Irapuato 8 2 5 EndNote Web e ee 9 Chapter 3 Term lists 10 3 1 Add Ru EE 11 Automatic update of term lists s eesesseieseseseeseesee seinen tesis anstatt attin atra sna sn aaa an assa aaa saa sna ne 11 Turn off automatic update ce ceeescesssseeseesseeseeseeseesaesaesesevsevsevsneseeseesnesnesausaessesaeeseeseeseesaesaesansaevanvanvanss 11 Manually add terms to a term list eeseeieieieieeeeseeseeeeeene sns tn innate anna tn nina tna tn a snas sana a tassa saa aaa 12 3 2 Use term lists for data entry and searching esee 13 AUtO COM PletiON 13 Manually insert terms into references s eieieseeeeeseses ess nn innata tnnt tn anna tnam atus an sana nenene ee 13 Use terms for searches iieri eter rae dee 13 3 3 Edit terms and term ste ee EEE RENE EEN REENEN 14 Tu AJh xcbhoNIcocpe cm 14 3 5 N wterm m M M 15 Create term lSts ec C eebe EE 15 Link term lists to fields a aun nan ate ee ee 16 Update a term list X 17 3 6 Export import and print term lists cceececeeeeeeeeeeeee ee RRER EE RRER EE RRER EE ERER EE ERER EE EREE EEN 17 2d pDIjCIBitse e Import term lists iacu CjcE e 3 7 Journals term lists2. Figure 20 EndNote styles manager 3 Click on More info and select Style Info Preview to see examples of the highlighted style for a journal article book and book section Figure 21 2006 2010 Wageningen UR Library 24 EndNote X4 advanced EndNote X4 EndNote Styles Edit References Groups Tools Window Help Name Category C Australasian Psychiatry Psychiatry C Australasian Radiology Medicine Author Date Generic Fi Autoimmunity Reviews Virology v TI Autkarmsties Technalany Get More on the Web Mark All Unmark All Find by Less Info Style Info Preview Billoski T V 1992 Introduction to Paleontology New York Institutional Press Morehouse S l and R S Tung 1993 Statistical evidence for early extinction of reptiles due to the K T event Journal of Paleontology 17 2 198 209 Schwartz M T and T V Billoski 1990 Greenhouse hypothesis effect on dinosaur extinction Extinction B T Jones and N V Lovecraft New York Barnes and Ellis 175 189 Figure 21 EndNote styles wndow with Style Preview option 4 Select a style i e Author Date and click Edit EndNote opens the Style window with information on the style and all editing options Figure 22 2006 2010 Wageningen UR Library Output Styles 25 EndNote X4 luthor Date Window Help U P A A MY As About this Style Name Author Date Anonymous Works Page Numbers Basedon Journal Names Cate
3. ecrire iei ieri EEN Chapter 4 Import Filters 18 4 1 Filter editor E 19 4 2 Changing an existing tag eeeeeeeeeeeeeeeeeeeen nennen nennen enhn nn nnne nnn nnn nnn 21 4 3 Adding a tag p 21 44 Field Tg 22 2006 2010 Wageningen UR Library EndNote X4 advanced Chapter 5 Output Styles 23 5 1 Create new style iliius uei lee cec eee descen ege SCENE 23 5 2 De 25 Citations teM plate Y 26 Bibliography tem plate M 30 Special Formatting Chiaracters uuu ei eai Prid 33 Other Style Options 33 leie due IER jors cT a 34 le ER lr 5 5 2 c tete inem eM tel ee 34 ef lu EE 24 Abbreviated journalnaimes 4 i c ee iege deed ES 35 5 3 Te Stia IU 35 Chapter 6 Managing figures and equations with EndNote 36 6 1 Storing figures and equations in an EndNote library 22 cceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee 36 6 2 Inserting figures and equations into a Word document esee 37 Chapter 7 Integration with MS Word 37 rali imuiumEem 37 Index 40 2006 2010 Wageningen UR Library Introduction 1 Introduction This is a brief manual for the Windows version of EndNote It is intended for advanced users of EndNote at Wageningen UR Basic skills in
4. Forced separation Field names as text Singular plural term separator The characters are necessary to fine tune the formatting of your references but where and how to use them is sometimes a matter of trial and error e Non breaking space A non breaking space is used to link adjacent text This is a useful character when the appearance of text or punctuation is dependent on the contents of a field If e g Edition ed is mentioned in the style template the text ed appearing in the reference is unwanted when the edition field is empty Placing a non breaking space between Edition and ed solves this problem Insert a non breaking space Link Adjacent Text from the Insert field list in the templates panels or type CTRL ALT SPACE The non breaking space appears as a grey diamond e Forced separation The vertical bar or forced separation character makes punctuation independent of the preceding or following field Normally punctuation is dependent on the preceding field With a vertical bar character in front of the punctuation mark the dependancy of the punctuation switches to the following field In case of e g Volume Issue the period will appear in the reference even if no issue is mentioned To solve this problem this has to be rewritten as Volume Issue Field names as text Sometimes text is required in a reference that resembles a field name e g Editor after the editor s name EndNote will interpret this as a
5. URLs amp Links Figure 1 EndNote Preferences window 2 Inte left frame of the window you will find a list of preferences that can be changed Select one of the preferences and change the settings in the right frame 3 Click OK for changing the settings and closing the window The following options are shown in more detail e Modify reference types AN 2006 2010 Wageningen UR Library 4 EndNote X4 advanced 2 1 Display fields e Duplicates 7 Folder locations 8 EndNote WebI an Modifying reference types All reference types can be customized except the Generic reference type 1 2 From the Edit menu choose Preferences Click on Reference Types in the list of preferences and a submenu appears in the right pane Figure 2 Modify reference types lets you modify existing reference types or add new ones Pressing Export lets you export all your reference types to be imported by another EndNote installation Import lets you import reference types that were exported from another EndNote installation EndNote Preferences Change Case Reference Types Display Fields Display Fonts Default Reference Type Joumal Article Duplicates EndNote Web Modify Reference Types Find Full Text Folder Locations Formatting Note Use the Reference Types Table to add delete or rename field ENS names or to modify reference types The table CANNOT be used to Libraries reorder the fie
6. WAGENINGEN For quality of life EndNote X4 advanced User manual Marianne Renkema Wouter Gerritsma Hugo Besemer 2006 2010 Wageningen UR Library EndNote X4 advanced Acknowledgement 2006 2010 Wageningen UR Library Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompanyit In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed november 2010 Contents Table of Contents Chapter 1 Introduction 1 1 1 Whatis EndNote circio iere ice coetu od creep eee cna ER Ee nin ce caseo eden rea iere eia Dee DUE 1 1 2 Basic concepts nee a A EEEE ENER AENA A 1 1 3 EndNote at Wageningen UR eeeeeeeseeeeeeee nennen nnne nnn nn nnne nr nnne nr nnn 2 Chapter 2 Preferences 3 2 1 Modifying reference types csseeeeeeeseeeeeeesee ee ERRR nennen KEEN KEEN nnmnnn nnmnnn nnne nn nnn 4 PING a TION c
7. b Choose Templates under the Bibliography heading Figure 22 2 For each reference type a template can be made If a template is not available for a specific reference type the Generic template will be used To add a reference type first click on the Reference Type button and then on the required type To remove a reference type just clear the contents 3 Food Hydrocolloids gives instruction for at least three types journal article book and book chapter Also information is given on how to deal with Web references For Food Hydrocolloids the templates have to be changed like shown in Figure 28 In another section information is given on the use of special formatting characters 33 8 2006 2010 Wageningen UR Library Output Styles 1 34 Food Hydrocolloids WUR gt About this Style Bibliography Anonymous Works j Page Numbers Reference Types Insert Field gt Journal Names Generic Sections c Author Year Title In Secondary Author Secondary T itle f doRadi os Vol AMolumel pp Pages Place Published Publisher ba Ambiguous Citations Book Author Lists Author Year Fiffe City Publisher Author Name Numbering Book Section Ls Order Author Year Title In Editor Book Title Vol Volume pp E Bibliography Pages City Publisher Templates Edited Book Author Lists Editor Year fiel City Publisher Author Name e Editor List
8. Click on the Lists tab to switch to another menu Click the Update List button The Term Lists window Figure 16 is displayed listing the currently linked fields Term Lists Add terms to Newlist From Fields Custom 1 Add Field gt Delete Field C Update terms from selected references Figure 16 The Term Lists wndow 3 Click OK to begin the update process When completed EndNote displays the number of terms added to the list Click OK 4 Click on the Terms tab and scan through the list to check the result There may be multiple entries for the same term with slight variations in spelling You can delete the unwanted entries and if necessary use the Change text command from the Edit menu to change all occurrences of a term in your library 3 6 Export import and print term lists Term lists can be exported and then imported into other term lists This is a way to move complete term lists from one library to another You can also open exported term lists in a word processor to print them e Export term lists 17 e Import term lists 18l e Print term lists 18 3 6 10 Export term lists Open your library and open the term list that you wish to export 2 Click the Lists tab then click Export List 3 The Terms export file window is displayed Choose a location file name and Save the file to be exported 4 Click Close on the Term Lists window 2006 2010 Wageningen UR Library 8 EndNote
9. This might be helpful when you are working with a predefined list of keywords To insert a term from a Term List 1 Open a reference and position the insertion point where you want to add the term 2 From the Tools menu choose Open Term Lists and select the desired list 3 Double click a term to insert it directly into the reference or use Insert Term 3 2 3 Use terms for searches You can use term lists with the Search command to ensure that you are searching for the correct term Terms can be entered into the Search window just as they are entered into references 1 Click on the Search tab in the bottom part of the library window 2006 2010 Wageningen UR Library EndNote X4 advanced 2 From the Tools menu choose Open Term Lists and choose Keywords Term List to open the list linked to the field being searched Double click a term to insert it into the Search window 3 Click Search to search for your references 3 3 Edit terms and term lists Modify terms To edit a term in a term list 1 From the Tools menu choose Open Term Lists and select the list that contains the term to be modified 2 Select a term and click Edit Term If multiple terms are selected only the first one opens 3 Change the term as necessary and click OK when finished The modified term replaces the original term in the term list Note Editing a term in a term list does not change all occurrences of that term in your library Use the Change text comm
10. you wish From version 8 onward the size of a library is unlimited A library name DATA folder is automatically created for each library in which settings term lists figures tables and PDFs are stored e reference A library consists of references EndNote automatically assigns a unique number to each reference You cannot change this record number EndNote shows this number in the temporary citations in MS Word reference type EndNote works with various reference types There are reference types for journal articles books book chapters etc This is essential because EndNote manipulates the references when formatting a bibliography or reference list according to a specific journal style Usually a book has to be formatted in another way than a journal article and so on e field An EndNote reference consists of fields in which a particular piece of bibliographic information is stored e g Author Title Year etc This enables EndNote to manipulate the filed contents when formatting a reference according to a specific journal style e g journal title in italics or volume numbers in bold The maximum 2006 2010 Wageningen UR Library 2 EndNote X4 advanced number of fields is 52 per reference It is possible to enter long abstracts and notes up to 64K or approximately 16 pages of text in any field e group Groups are subsets of references saved for easy retrieval The left pane of the library window lists several Group
11. 2fTask Wageningen UR Library supports the use of EndNote by introductory courses and WUR specific manuals For employees of Wageningen UR the library creates EndNote support files These additional styles 2006 2010 Wageningen UR Library Introduction 3 connection files and filters are not included with the programme itself You can download these files from the URL http library wur nl endnote or W APPS EndNote Distrib Transfer these additional EndNote files into the appropriate folders at M My Documents EndNote Files are added or updated on a regular base For more information where to store the files see the relevant item in the EndNote FAQ http library wur nl endnote endnotefag endnotefag html For specific questions on the use of Endnote please contact the Servicedesk Library tel 84440 or email servicedesk library wur nl You can also ask your information specialist for assistance 2 Preferences In the Preferences section you will find options for personal settings of Endnote s display recognizing duplicates and other options To find this section 1 Goto the Edit menu and choose Preferences The Endnote Preferences window appears Figure 1 EndNote Preferences Change Case Display Fields Do not change the case of the following terms Display Fonts Duplicates EndNote Web Find Full Text Folder Locations Formatting Libraries Reference Types Sorting Spell Check Temporary Citation Term Lists
12. 5 Joumal Secondary Tile ze Column 6 Reference Type Column URL v v Column 8 Last Updated v Heading E Author Yer Te Jounal dies SS URL Last Updated Note Selecting the Figure and File Attachment fields will display an icon in the library window C Display all authors in the Author field Endnote Defaults Revert Panel Figure 5 EndNote Preferences window wth Display Fields settings 2006 2010 Wageningen UR Library Preferences 3 Up to eight columns can be used Click on the arrow to see a list of fields to choose from Choose Do not display if column is not used By default field names are used as a heading but another name can be entered Click OK to save the changed settings and to close the window Click Revert Panel to remove the changes made in this panel since the last time it was saved If you click Apply the display will change but the changes will not be saved NDNA Note that if you have assigned a new name to one of the custom fields See Modifying reference types AN you have to modify them here as well 2 3 Duplicates By importing references from searches in different databases you will likely end up with a library that contains duplicates By default EndNote compares the Author Title Year and Reference type fields to find duplicates With these settings you will find most of the duplicates but not all Especially when you searched
13. citation s option to safely edit a formatted citation 1 Start MS Word and open the document 2 Choose the EndNote X4 tab and choose Update Citations amp Bibliography if the citations are not formatted 3 Click on the citation you want to change 4 Choose Edit amp Manage citations A window appears in which you can view select edit and remove citations from the current Word document Figure 34 2006 2010 Wageningen UR Library ER EndNote X4 advanced EndNote X4 Edit amp Manage Citations Citation Count Library Knudson and Chow 2008 Knudson 2008 4 InformationLit Edit Reference w Chew Villanueva et al 2007 Chew 2007 12 InformationLit Edit Reference w Edit Citation Reference L Exdude author Exclude year Prefix Suffix Pages 5 6 11 Totals 2 Citation Groups 2 Citations 2 References Figure 34 Edit citation window The selected citation is highlighted in the citation list in the upper part of the window Select another citation if necessary Mark Exclude author or Exclude year if you want to omit the author name or publication year from the citation Type text in the Prefix box if you want to add text before the citation e g see Voragen 1988 Do not forget to add spaces Type text in the Suffix box if you want to add text after the citation e g Voragen 1988 p 67 Do not forget to add spaces Use Page
14. dane Om Page Numbers First author ane Smith DI q 55 ai Other authors John Doe Sections e Citations Capitalization Jas Is DI Templates L aniliguous Citations Initials Last Name Only DI z Author Lists Author Name Numbering Sort Order Consecutive Citations by the Same Author Use initials only for primary authors with the same name E dirae IV Omit repeated authors e g Smith 1999 2000 t Templates L Author Lists v Separate these citations with Author Name Editor Lists Editor Name Dont omit authors from citations that have suffixes Layout Sort Order Title Capitalization B Footnotes Templates Author Lists Figure 26 Citation author name wndow 8 Numbering is only important for a numbered type of style For a numbered style the other options can be ignored 9 Sort order should be chronologically in this example i e Year Author 2006 2010 Wageningen UR Library ER EndNote X4 advanced 5 2 2 Bibliography template We will continue with the example of Food Hydrocolloids old version Figure 27 shows the instructions for making reference lists or bibliographies 4 When there are more than 6 authors first author et al should be used throughout the text References should always be given in full in the reference list 5 References cited together in the text should be arranged chronologically The list of references should be arranged a
15. field in records is empty The abbreviations can be filled in by hand or a term list of journal names with abbreviation can be imported For further explanation see the section Journals term lists ha 5 3 Testa style When you are developing a style you will regularly want to see how your references display as a result of the changes you made You need two test files an Endnote library and a Word document Both files need to have characteristics that you want to test e g it should contain several reference types or book chapters from a book with one editor Ed and from books with more editors Eds On W apps endnote distrib examples you can find a library called Styletest WUR enl which you can use to test a style A quick way to test your style without a library is by using the Style info Preview option in the EndNote Styles windowl2 Figure 21 A better option is to go to the main window of your Endnote library 1 Inthe main window there is an option to switch between Search mode and Preview mode Choose Preview mode and select the style you are modifying References will be displayed in this style 2006 2010 Wageningen UR Library ER EndNote X4 advanced 2 Scroll through your list of references choosing different reference types and references with small but characteristic changes To check the format of the in text citations 1 Open a new Word document and insert several references separately and in groups 2 Edi
16. full journal name C Abbreviation 1 Templates Abbreviation 2 Ambiguous Citations A Athor Lig C Abbreviation 3 Author Name C Don t replace Numbering Sort Order Bibliography Templates Journal Name Format Abbreviate journal articles only Remove periods b Figure 33 Journal Names window 2 The format you choose can apply to all Secondary Title fields of other reference types Check the option Abbreviate journal articles only if you only want to apply this option to journal articles 3 f periods in the abbreviated journal name are not required check Remove periods 5 2 3 4 Abbreviated journal names Many styles require an abbreviated instead of a full journal name To get abbreviated journal titles in the formatted reference list two conditions have to be met e Firstly it should be mentioned in the EndNote style that abbreviated journal names 34 should be used Figure 33 e Secondly your EndNote library needs to contain the abbreviated journal title because EndNote does not make up an abbreviation To get abbreviations in your Endnote library you can fill in the Alternate Journal field in each record Another option is to go to the Journals term lists 18l This list consists of a table with a column containing the full journal name followed by three columns containing abbreviated journal names Normally these abbreviated journal name columns are empty when the Alternate Journal
17. in different databases some duplicates will not be recognized because databases might have dealt differently with titles or author names To change the settings Select Preferences from the Edit menu Choose Duplicates from the list in the left frame The current settings appear on the right Figure 6 Check or uncheck fields to make the detection of duplicates more or less rigid If you want to delete duplicates automatically keeping only the oldest reference check the box Automatically discard duplicates Use this option with caution duplicate checking is never hundred percent reliable 5 Click on OK to implement the changes AON 2006 2010 Wageningen UR Library 5 EndNote X4 advanced EndNote Preferences Change Case Display Fields Compare references based on the following fields Display Fonts Author Duplicates Year EndNote Web Title Find Full Text C Secondary Title Journal C Volume C Issue 1 Panes Folder Locations Formatting Libraries Reference Types Criteria sorting Exact Match Spell Check Temporary Citation Term Lists 9 Ignore spacing and punctuation Online Search Results URLs amp Links C Automatically discard duplicates I Figure 6 EndNote Preferences window wth Duplicates settings 2 4 Folder locations Folder locations are the folders in which EndNote searches for styles filters or connection files You can change the default folders
18. like this AU Author JT Journal 4 4 Field editing Sometimes text from data files is transferred to your EndNote library that you would like to be removed In this example from a download from CAB Abstracts OvidSP the Latin name for the nematode Globodera is not in italics anymore but between the HTML tags lt i gt and Vi TI Identification and characterization of the most abundant cellulases in stylet secretions from i Globodera rostochiensis lt i gt To remove this redundant text Choose Field Editing from the left frame of the filter editor Figure 19 Choose Title from Field Editing for Type i in Enter text to be omitted Click Add Type lt i gt in Enter text to be omitted Click Add ourwn 4 EndNote X4 About This Filter Field Edting Templates Author Parsing Field Editing for Tie ei Continuation Lines Reference Type Eod Enter text to be omitted Change UPPERCASE text to Do NOT Lowercase ed Field Editing ke MARC Records One item per line Record Layout e Source Parsing Figure 19 The Field editing window in the Filter editor 2006 2010 Wageningen UR Library Output Styles 23 5 Output Styles An output style is the file that contains information on how to arrange references for a wide variety of bibliographic formats Styles format in text citations footnote citations and reference lists They are specific for different journals although they can a
19. name comes before first divided by a comma There is no difference in first author and other authors The initials are separated by a period as well as a space The form should be filled in like Figure 30 j Food Hydrocolloids WUR Bibliography Templates Author Lists Author Name Editor Lists Editor Name Layout Sort Order r Name Format First author Smith Jane Dther authors Doe John s Capitalization s Is M Initials a B Y Figure 30 Bibliography author name window 6 7 Similar instructions as for authors count for Editor Lists and Editor Names in this example No instruction for the Layout of the bibliography in Food Hydrocolloids is given If you look up an example of a paper published in this journal you will see it should be a Hanging Indent for All paragraphs Food Hydrocolloids is very clear about the Sort Order of the references It should be First Author 2006 2010 Wageningen UR Library Output Styles 33 Year Other Authors 9 Choose Title Capitalization Here you can either choose Leave titles as entered or Sentence style capitalization This depends on how titles look like in your EndNote library The Sentence style can induce unwanted changes e g removal of the initial capital of names of organisms 5 2 2 1 Special formatting characters EndNote has some special formatting characters that are used in the bibliography template Non breaking space
20. using EndNote Windows and MS Word are assumed In this brief manual some of the advanced possibilities of EndNote are dealt with The original manual is well written and very detailed It can be purchased as a printed version from the manufacturer but is also available in PDF and should reside in the EndNote program directory It is also available via Internet Consult the Help function from the menu bar of EndNote for online help This manual is used as course material for the course Endnote Advanced During the course you will learn How to change the preferences how to work with term lists How to change import filters How to change output styles How to use EndNote to store and manage figures and equations How to edit in text citations in Word 1 1 What is EndNote EndNote is a reference database It specializes in storing managing and searching for bibliographic references figures and tables in your private reference library EndNote is also a reference list maker It builds lists of cited works automatically in any format or journal style within the word processing programme MS Word or WordPerfect facilitating the compilation of bibliographic reference lists of articles reports or books 1 2 Basic concepts library In EndNote you work with libraries also called Reference Library Files They are the database files where your references are stored EndNote libraries have the extension enl You can make as many libraries as
21. which includes records of different types of publications journal articles books book chapters conference proceedings etc For each publication type you need to edit the filter In this chapter we will use the filter for PubMed as an example of some editing options PubMed only indexes journal articles 4 1 Filter editor 1 From the Edit menu select Import Filters and then choose Open Filter Manager 2 Mark a filter In the following example we use the PubMed NLM filter from the National Library of Medicine and select Edit Figure 17 2 EndNote X4 EndNote Import Filters Sel Name Information Provider TT PsycINFO OvidSP OvidSP F PSYNDEXplus Lit AV OvidSP OvidSP C PSYNDEXplus Tests OvidSP OvidSP PubMed NLM National Library of Medicine C PubMed Central NLM National Library of Medicine C PubMed WUR Wageningen UR Library Get More on Get More on the Web Web Mark all All UnmarkAll All Find Findby gt ZZ More Info Showing 596 of 596 import filters Figure 17 The Filter Manager window 3 The filter edit form contains a list of editing options in the left frame The right frame opens by default in the About This Filter mode In the case of PubMed a good description of making a download file is provided 4 Choose Templates from the left frame of the Edit form Figure 18 This is the most important part of the filter editor Templates shows a translation table
22. 6 2010 Wageningen UR Library Import Filters 21 SO Journal Year No Volume Issue Pages IGNORE ref SO Journal Year Volume Issue Pages IGNORE ref SO Journal Year No Volume Pages IGNORE ref SO Journal Year Volume Pages IGNORE ref SO Journal Year Volume Pages IGNORE ref SO Journal Year Volume Issue Pages SO Journal Year No Volume Pages SO Journal Year Volume Pages 8 PubMed may besides records of journal articles also contain records of other reference types The reference type for each record is specified in a separate database field that also will be present in the download file When importing the records from the download file the EndNote filter needs to select a template which is specific for each reference type To match the appropriate template with its corresponding reference type the first row of the translation table of the template should contain the tag of the database field which specifies the reference type The contents of the database field needs to be placed in the column Field s on the first row of the translation table for each template This text needs to be placed between grave accents e g Book or Conference proceedings to indicate that EndNote should use this information for selection of the appropriate template 4 2 Changing an existing tag Existing tags in a filter template can easily be changed For example PubMed uses two tags for journal n
23. Insert button EndNote inserts the citation of the figure or equation e g Figure 1 The position of the figures and equations and their captions depends on the output style 4 Click on the Save button to save the document 7 Integration with MS Word You can make changes to citations by editing the unformatted or temporary citations or by using the Edit amp Manage Citation s option in Word e Edit Citation 37 7 1 Edit citation Sometimes you would like to add text to a formatted citation like a page number where one might find the specific information or you would like to remove the author s name to avoid a repetition It is possible to make changes directly in the formatted citations but as soon as you unformat the citations the changes are lost A solution is to edit the unformatted or temporary citation A temporary citation in a Word document looks like e g Voragen 1988 32 which represents the first author the publication year and a unique record number given by EndNote surrounded by delimiters On formatting this with an author date style this will turn into Voragen 1988 Removing the author from the temporary citation such as 1988 32 changes the formatted citation into 1988 It is also possible to add text e g page numbers as in Voragen 1988 32 p 67 The formatted citation now changes into Voragen 1988 p 67 or 1 p 67 in case of a numbered type of style Another option is to use the Edit
24. ORE IGNORE IGNORE Year Date Year Templates Figure 18 The Templates window from the filter editor Perhaps the most difficult field to filter into the right EndNote fields is the source field e g SO Anal Chim Acta 2009 Apr 1 637 1 2 265 72 Epub 2008 Oct 14 To filter this line into the appropriate EndNote fields all fields are listed in the right order including punctuation marks For PubMed it would be like this SO Journal Year Date Volume Issue Pages Notes or SO Alternate Journal Year Date Volume Issue Pages Notes However if you look into the template the tag SO is ignored in the PubMed filter This is because in the PubMed download specific tags exist for journal name volume issue publication year pages which are given preference to in the template 7 Other databases like CAB Abstracts do not come with separate tags for essential elements like journal name volume issue etc so there is no choice but to parse them from the source field You can enter as many occurrences of the source tag as necessary You should enter the most complex ones i e the ones with most field references before the less complex ones The patterns for source parsing of the CAB Abstracts database looks like this SO Journal Notes Year Volume Issue Date Year Notes SO Journal IGNORE publ Year Volume Issue Pages IGNORE ref SO Journal IGNORE publ Year Volume Pages IGNORE ref 200
25. Sets Some group sets are permanent and cannot be removed These include Online Search EndNote Web and Find Full Text e filter A filter is a file consisting of one or more templates that instruct EndNote how to interpret and import bibliographic data into the corresponding fields in an EndNote library For each bibliographic database a unique import filter is required because the organisation of data differs between databases EndNote filters have the extension enf EndNote filter Filters developed for Wageningen UR can be downloaded from http library wur nl endnote filters or W VAPPS EndNote WDistrib Filters Store downloaded filters in the folder M My Documents EndNote Filters For WUR Station users these additional filters are included in EndNote For more information where to store the files see the relevant item in the EndNote FAQ http library wur nl endnote endnotefag endnotefag html output style A style is a file that contains information how to arrange references for a wide variety of bibliographic formats Styles format in text citations footnote citations and reference lists They are specific for different journals though they can also be based on more general style guides such as the Chicago Manual of Style or the MLA Handbook EndNote provides more than 4500 preconfigured styles but it is also possible to create a new style EndNote styles have the extension ens EndNote style Styles developed for Wagening
26. X4 advanced 3 6 2 Import term lists Terms can be imported from any text file like you can produce with Windows notepad that lists the terms one per line This includes exported term lists and several lists of journal names and abbreviations provided with EndNote and stored in the Terms folder in the EndNote programme folder Open the text file Use Define Term Lists from the Tools menu to create an empty terms list for this library Click Import List Select the text file to be imported Click Open The terms are imported into the Newlist list Click OK Bomc 3 6 3 Printterm lists Term lists cannot be printed directly from EndNote To print a term list export it to a text file then open the file in a word processor and print it from there 3 7 Journals term lists Journal lists are a special type of term list It contains the full name of each journal but you can also add up to three abbreviated forms The Journals term list is by default linked to the Secondary Title i e Full journal name and the Alternate Title i e Abbreviation 1 fields in a reference The term list can be edited 14 manually You do not have to use the abbreviations sections in a Journals term list but if you do keep these points in mind e Enter variations of the same journal name together in one term e Use columns consistently For example all Medline abbreviations could be entered under Abbreviation 1 another format of abbreviated name
27. ames one for the full journal name JT and one for the abbreviation TA TA J Appl Microbiol JT Journal of applied microbiology In the PubMed filter only the tag TA is used and the information is placed in the full journal name field in EndNote TA Journal This is undesirable especially when you import search results from different databases You might end up with a database with a mix of abbreviated and full journal names in the Journal name field To change the tag TA from Journal to Alternate Journal Place the cursor at the end of the Journal label Delete this label with the backspace Click on Insert Field and choose Alternate Journal The information in the table is changed into TA Alternate Journal When the field Alternate Journal could not be found in the Insert Field list you have to activate this field for this reference type see section Modifying Reference Types 4 o RON 4 3 Adding a tag It is possible to add additional filter lines In the previous example the tag JT which gives information on the full journal name was not taken up in the filter template To add the tag JT in the template 2006 2010 Wageningen UR Library 22 EndNote X4 advanced 1 Position the cursor at the end of a field label and give a return A new line is added to the filter For example place the cursor behind AU see Figure 18 2 TypeJT inthe Tag column 3 Type Journal in the field s column The two lines look
28. and to find the old term and replace it Delete terms Terms are not automatically deleted on updating the term list when terms do not exist anymore in the library because of removal or editing of references A term can be deleted by selecting it in the list and clicking on Delete Term Note Deleting a term from a term list does not remove it from the references in the library 3 4 Define term lists Use Define Term Lists from the Tools menu to create rename or delete a term list You also use this command to specify the punctuation that separates individual terms in a reference Delete and rename term lists Term lists can be renamed without disturbing their links to reference fields or the terms within them Deleting or renaming term lists does not change the data entered into your references 1 Open your library 2 From the Tools menu select Define Term Lists The Term Lists window Figure 13 is displayed showing the Lists tab 2006 2010 Wageningen UR Library Term lists 15 Term Lists Terms Lists styletest WUR enl v Create List i Rename List Journals Keywords Delete List Delimiters Update List Import List Export List Carriage return is always used as a term delimiter P Link Lists Close Figure 13 The Term Lists window 1 To Rename a Term List Select a term list and then click Rename List In the Term List Name dialog enter the new name for the l
29. breviations 3 5 2 Link term lists to fields New term lists must be linked to fields for the Suggest terms as you type and automatic updating features to work Each field can be linked to only one term list However you can link the same term lists to different fields 1 Open your library From the Tools menu select Link Term Lists The Linking Fields with Term Lists window is displayed Figure 15 The three predefined term lists Authors Journals and Keywords are already linked to their corresponding fields 2 Use the scroll bar on the right of the window to scroll down Click the down arrow to view the possible Linked Term Lists for the field to which you want to link the term list that you have created 3 Choose your list from the pull down menu and click OK m Linking Fields with Term Lists EH styletest WUR enl Field Linked Term List Author Authors Year lt none gt Title lt none gt Secondary Author Authors Journal Secondary Title Journals Place Published none v Come Figure 15 Linking Fields with Term Lists These changes will not alter any data that is already in your references or your term lists 2006 2010 Wageningen UR Library Term lists 17 3 5 3 Update a term list In order to update a list 1 Choose Open Term Lists from the Tools menu and select the list you want to update Initially the list shows 0 terms 2
30. but EndNote may come up with a longer list for filters styles or connection files than the ones in your preferred folders For an explanation and recommendations see the EndNote FAQ from Library Wageningen UR at http library wur nl endnote endnotefag endnotefag html 1 Select Preferences from the Edit menu 2 Choose Folder Locations from the list in the left frame The current settings appear on the right Figure 7 3 Click on Select Folder A window appears e g Where is your Styles folder in which you can browse to the personal folder in which you saved your styles filters or connection files 4 Click Select The window closes and the new folder location appears on the screen 5 Click OK to save the settings and to close the Preferences window 2006 2010 Wageningen UR Library Preferences 9 EndNote Preferences Change Case Display Fields Style Folder Display Fonts MAMy Documents EndNote Styles Duplicates EndNote Web Find Full Text Filter Folder Folder Locations M My Documents EndNote Filters Formatting Libraries idees Types Connections Folder Sorting Spell Check Mi Documents EndNote Connections Select Folder Temporary Citation Term Lists URLs amp Links Endnote Defaults Apply Figure 7 EndNote Preferences window wth Folder Locations settings 2 5 EndNote Web This option allows you to enter the address of your EndNote Web your E mail address and your password You should have cr
31. e the name of the new field Click OK to return to the main Preferences window 5 Click OK to save your changes Ao 2006 2010 Wageningen UR Library 6 EndNote X4 advanced 2 1 2 New reference type 1 Todefine a new reference type scroll through the Reference Type list Figure 3 to the Unused reference types i e Unused 1 Unused 2 and Unused 3 Figure 4 Reference Types Default Reference T ype Unused 1 Figure 4 Unused Reference Type 2 Type the name of the new reference type in the column heading 3 Continue down the column adding the new fields you require Make sure to match the meaning of the fields to the Generic reference type as closely as possible 4 Click OK when you have finished adding fields to the new reference type 2 2 Display fields To change the fields that are displayed in the library window 1 Select Preferences from the Edit menu 2 Choose Display Fields from the list in the left window and the settings appear on the right Figure 5 EndNote Preferences Change Case Display Fields Display Fonts Duplicates EndNote Web Find Full Text Folder Locations Formatting Libraries Reference Types Sorting Spell Check Temporary Citation Term Lists URLs amp Links Fields to display in the library window Position Column 1 Column 2 Column 3 Column 4 Field File Attachments Author v Year v Title wv Column
32. eated a personal account in Web of Science EndNote Web first Select Preferences from the Edit menu Choose EndNote Web from the list in the left frame The current settings appear on the right Figure 8 Enter URL E mail address and Password of your personal EndNote Web account Press OK to save your settings Pons 2006 2010 Wageningen UR Library 0 EndNote X4 advanced EndNote Preferences Change Case Use the Register Online button to link EndNote with a new or existing Display Fields EndNote Web account Once registered use the fields below to log in Display Fonts to EndNote Web Duplicate EndNote Web Find Full Text Folder Locations Enter Your EndNote Web Subscription Details Formatting URL http Zwang mpendnoteweb com Libraries Reference Types Sorting E mail Address EndNote_User wur nl Spell Check Temporary Citation Password Term Lists Download the EndNote Web browser plug in to easily capture web URLs amp Links page bibliographic data directly to pour desktop or web library Download EndNote Web Plug in Figure 8 EndNote Preferences window wth EndNote Web settings Preference options for Term Lists will be treated in Term lists 101 3 Term lists An EndNote term list stores frequently entered terms to ensure consistency and accuracy of information in your library By default every new EndNote library has three term lists associated with it Authors Journals and Keywords A
33. efining the format of the reference list at the end of a document e Footnotes for defining the format of footnotes in the text e Figures amp Tables for defining the placement of figures and tables and their headings The main part of a style are the templates whereas the other options are for fine tuning the style 5 2 1 Citations template Our example journal Food Hydrocolloids used to have very specific instructions for in text citations Figure 23 shows the former instructions for authors of this journal References 1 All publications cited in the text should be presented in a list of references following the text of the manuscript The manuscript should be carefully checked to ensure that the spelling of authors names and dates are exactly the same in the text as in the reference list 2 In the text refer to the author s name without initial and year of publication followed if necessary by a short reference to appropriate pages Examples Steventon Donald and Gladden 1994 studied the effects or similar to values reported by others Anderson Douglas Morrison amp Weiping 1990 3 If reference is made in the text to a publication written by 2 6 authors all authors are to be listed at the first citation At subsequent citations use first author et al 4 When there are more than 6 authors first author et al should be used throughout the text References should always be given in full in the reference lis
34. en UR can be downloaded from http library wur nl endnote styles or W APPS EndNote Distrib Styles Store downloaded styles in the folder M My Documents EndNote Styles For WUR Station users these additional styles are included in EndNote For more information where to store the files see the relevant item in the WUR EndNote FAQ http library wur nl endnote endnotefag endnotefag html e connection file EndNote is able to provide access to remote online bibliographic databases or catalogues when the sources use the information retrieval protocol called Z39 50 For this process EndNote uses connection files EndNote provides several connection files Connection files have the extension enz A connection file developed for the Wageningen UR library catalogue can be downloaded from http library wur nl endnote connects or W APPS EndNote Distrib Connections Store this file in the folder M My Documents EndNote Connections The latest version is available since July 26 2010 For more information where to store the files see the relevant item in the WUR EndNote FAQ http ibrary wur nl endnote endnotefag endnotefaq html 1 3 EndNote at Wageningen UR Wageningen UR has a campus wide license for Endnote The software is available at distribution costs at the I amp S Print ScanDesk in the WURShop in the Forum building or it can be ordered online at Surfspot https www surfspot nl Surfspot2 Forms Login aspx returnUrlz 9e 2fS URFspot
35. field name unless the text is put within grave accent characters e g Editor e Singular plural term separator Labels in a reference signifying the editor or the pages such as Ed or pp should appear in plural or singular form depending on the number of editors or pages To achieve this enter both the singular and the plural form in the template separated by a caret e g Ed Eds The caret can be used for all fields that correspond to the generic fields Author Secondary Author Tertiary Author Pages and Cited Pages 5 2 3 Other style options There are some other style options to format citations and references than those that were mentioned before These can be used to fine tune specific aspects of a style e Anonymous Works 34 2006 2010 Wageningen UR Library a EndNote X4 advanced e Page Numbers hA e Journal Names hA 5 2 3 1 Anonymous Works In this section you have the option to define how to deal with anonymous works In the example of Food Hydrocolloids the author field can be left blank Figure 31 A Food Hydrocolloids WUR Oj sl About this Style Anonymous Works Page Numbers Leave author blank Journal Names El Citations Templates C Use short title in place of author Ambiguous Citations C Author Lists Use APA specifications Author Name Insert text Anonymous Numbering of b Figure 31 Anonymous works window r When Formatting or Sorting Anonymous Works C Use
36. full title in place of author 5 2 3 2 Page Numbers In the Page Numbers window Figure 32 the format of page numbers can be changed according to the style instructions For Food Hydrocolloids the full range of pages has to be shown j Food Hydrocolloids WUR oj sl About this Style Anonymous Works Page Numbers C Don t change page numbers Journal Names Citations Templates C Abbreviate the last page number e g 123 5 Ambiguous Citations C R Ss Author Lists Abbreviate the last page keeping two digits e g 123 25 Page Number Format C Show only the first page number e g 123 Author Name Show the full range of pages e g 123 125 Numbering C a Sort Order Show only the first page for journals full range for others Bibliography Templates of Se s Figure 32 Page Numbers window 5 2 3 3 Journal Names 1 Different journals have different standards for abbreviating journal names The Journals term lists 181 allows you to store 4 different names for each journal the full name and three types of abbreviation In the Journal Names window you have the option to choose one of those journal names Figure 33 Note that an abbreviation can only be given if an abbreviated journal name is available in the term list 2006 2010 Wageningen UR Library Output Styles 35 A Food Hydrocolloids WUR Bl x About this Style Anonymous Works Page Numbers Use
37. gory Generic Sections Created dinsdag 31 augustus 2010 10 22 21 Citations Templates Last modified maandag 31 augustus 2009 11 01 58 Ambiguous Citation Comments and limitations Author Lists This is a generic style which provides author date Author Name citations and an alphabetically sorted bibliography Numbering Sort Order Bibliography Templates Author Lists Author Name Editor Lists Editor Name Layout Sort Order Title Capitalization B Footnotes Templates Figure 22 An example of an EndNote style editing window 5 Select Save as from the File menu Choose a name i e Food Hydrocolloids and Save the folder in a personal directory by default MAMy documents EndNotesstyles 6 The style is now ready for editing 7 For later use of this style change the Folder locations 8 in the Preferences menu if necessary Note if you choose the option Get more on the Web Figure 20 to obtain more styles you should make sure that the selected style is saved in the right directory it is not automatically saved in the directory that you indicated with the Folder locations option under Preferences 5 2 Edita style The different options for editing a style are grouped under four headings on the left side of the Style Editing Window Figure 22 e Citations 28 for defining the format of in text citations 2006 2010 Wageningen UR Library ER EndNote X4 advanced e Bibliography sd for d
38. ion of the figure that is later included in the Word document The caption is limited to 245 characters in length 7 Save the reference by closing it GA be To store an equation in your library the procedure is very similar Start EndNote and open a library Select New Reference from the References menu Select Equation from the Reference Type drop down menu at the top of the new reference window Although most of the fields are optional a brief description in the Title field is recommended Insert the equation by selecting Figure Attach Figure from the References menu Enter caption text in the Caption field of the new reference window The text is a detailed description of the equation that is later included in the Word document The caption is limited to 245 characters in length 7 Save the reference by closing it Ox Qr Ec m 2006 2010 Wageningen UR Library Managing figures and equations with EndNote 6 2 Inserting figures and equations into a Word document Inserting equations or figures into your document 1 Start Word and open your document 2 Place the cursor at the position where you want to insert your figure or equation 3 Click on the Find Figures option under Insert Citation if you choose the EndNote X4 tab A dialogue box opens which searches only for references which contain attached files Text in any of the fields of these references will be searched Select the figure or equation and click on the
39. ist and click OK 2 To Delete a Term List Select a term list and then click Delete List Click OK in the Term Lists window to save your changes 3 To create a Term List 15 3 5 New term lists EndNote provides three empty term lists with every library Authors Journals and Keywords These lists are linked to their corresponding fields The Authors term list is linked to the Author Secondary Tertiary and Subsidiary Author fields the Journals term list is linked to the Secondary and Alternate Title fields and the Keywords term list is linked to the Keywords field e Create term lists 13 e Link term lists to fields 16 e Update publishers term list 3 5 1 Create term lists Open the library for which you want to define a term list From the Tools menu select Define Term Lists The Term Lists window is displayed Click Create List Enter the name for the new list You cannot create a new term list with the same name as an existing term list In this example we will create a term list for publishers Type a name of your choice in the examples we will use Newlist into the New Term List Name box Figure 14 Bomc 2006 2010 Wageningen UR Library 16 EndNote X4 advanced Term List Name EN New Term List Name Newlist C Journal List Figure 14 The new Term List wndow 5 Click OK then click Close on the Term Lists window Check the Journal List box only if the new list is to store journal names and ab
40. items in list A Figure 35 Find amp Insert My References window 5 Tochange the order of citations from a multiple citation use the up and down arrows in front of the citation Figure 34 6 Click OK to implement the changes 2006 2010 Wageningen UR Library EndNote X4 advanced Index add Terms 11 add terms to term list 12 ambiguous citations 26 anonymous works 34 author lists 26 30 author names 26 30 auto completion 13 automatic update 11 bibliography 30 bibliography layout 30 bibliography template 30 ER ode Cardbox 2 citation 37 citations 26 citations template 26 connection file 1 creating term lists 15 D data entry 13 define term lists 14 delete term lists 14 Delete terms 14 display fields 6 duplicates 7 x edit citation 37 editor lists 30 editor names 30 Endote toolbar 37 enf 1 enl 1 ens 1 enz 1 exclude author 37 exclude year 37 exporting term lists 17 extension enf 1 extension en 1 extension ens 1 extension enz 1 a field 1 field editing 22 field names as text 33 figures 36 37 filter 1 2 18 19 21 filter editor 19 22 filler manager 19 folder locations 8 forced separation 33 format 1 import filler 1 2 18 19 21 importing term lists 18 insert terms 13 J journal name format 34 n ee library 1 linking term lists to fields 16 M modify reference type 4 Modify terms 14 MS Word 37 2006 2010 Wageni
41. lds in a Reference Window Reference Types Sorting Reference Type Table Changes made to Reference Types are stored in a special Spell Check RefTypeT able xml file To use a new file or to share your file with Temporary Citation others use these Import and Export options Term Lists Note Importing a new RefT ypeT able xml file will overwrite your current Reference Type preferences Figure 2 EndNote Preferences window modifying references types menu 3 Click on Modify Reference Types and a new window appears Figure 3 2006 2010 Wageningen UR Library Preferences 5 Modify Reference Types Reference Type Journal Article To hide an unwanted reference type add a period before the name e g Map in the column heading below Journal Article Title Secondary Title Volume E EndNote Defaults Apply to All Ref Types Figure 3 The Modify Reference Types window Note all style filter connection and reference windows must be closed for the table to appear 2 1 1 Adding a field To add a field 1 Click on the arrow next to the reference type box and choose the reference type you would like to change Figure 3 2 Look at the field names listed in the Generic column and find the field that seems to match most closely to the field you would like to add and make sure that this field is blank in the reference type you would like to modify Click on the blank cell and typ
42. lphabetically on authors names and chronologically per author If an author s name in the list is also mentioned with co authors the following order should be used publications of the single author arranged according to publication dates publications of the same author with one co author publications of the author with more than one co author Publications by the same author s in the same year should be listed as 1974a 1974b etc 6 Use the following system for arranging your references a For periodicals Dinand E Chanzy H amp Vignon M R 1999 Suspensions of cellulose microfibrils from sugar beet pulp Food Hydrocolloids 13 3 275 283 b For books Walstra P amp Jenness R 1984 Dairy chemistry and physics New York John Wiley and Sons c For multi author books Clark R C 1987 Viscoelastic response of xanthan guar gum blends In G O Phillips P A williams amp D J Wedlock Gurns and stabilisers for the food industry Vol 4 pp 165 172 Oxford IRL Press Citing and listing of Web references As a minimum the full URL should be given Any further information if known Author names dates reference to a source publication etc should also be given Web references can be listed separately e g after the reference list under a different heading if desired or can be included in the reference list Figure 27 Selections of the instructions for authors of Food Hydrocolloids old version
43. lso be based on more general style guides such as the Chicago Manual of Style or the MLA Handbook EndNote provides more than 4500 preconfigured styles In this section you will learn how to create a new style As an example a style for Food Hydrocolloids will be made Sometimes specific information for the Food Hydrocolloids style is given sometimes the information is more general Note From 2009 onwards Food Hydrocolloids has a new reference style In this example the description of the old style has been used 5 1 Create a new style It is easier to modify an existing file than to create a completely new one so our advise is to first find a style that is similar to the one you want to make e g the Author Date style or the Numbered style 1 Select Output Styles from the Edit menu A submenu appears with one or more output styles 2 If the style required is not listed in the submenu select Open Style Manager from the submenu The EndNote Styles window appears Figure 20 EN EndNote X4 EndNote Styles A Name Category C Australasian Psychiatry Psychiatry C Australasian Radiology Medicine Author Date Generic C Autoimmunity Reviews virology F1 fiibo ro sica Tachbnoelesoa v Get More on the Web Mark All Unmark All Findby gt 4 Less Info Style Info Preview File Name Author Date ens Created dinsdag 31 augustus 2010 10 22 21 Modified maandag 31 augustus 2009 11 01 58 Based On Category Generic
44. n the template window 2006 2010 Wageningen UR Library Output Styles E Citations Author Year Ambiguous Citations Author Lists Author Name Numbering Sort Order ibliography Templates Author Lists Author Name Editor Lists z Editor Name Title Capitalization B Footnotes Templates Author Lists Figure 24 Citation template 5 Choose Ambiguous Citations and choose the required option i e Add a letter after the year in the format 2000a 2000b 6 Choose Author Lists Figure 25 shows how the form should be filled in according to the Food Hydrocolloids style 2006 2010 Wageningen UR Library ER EndNote X4 advanced Anonymous Works age Numbers journal Names Sections B Citations i i Templates Ambiguous Citations Author Name Numbering Sort Order E Bibliography Templates Author Lists Author Name Editor Lists Editor Name Title Capitalization B Footnotes Templates Author Lists Figure 25 Citation author lists wndow 7 Choose Author name For Food Hydrocolloids two options are important First choose Last name only in the box behind Initials Second select Omit repeated authors and separate these citations by a comma and a space Figure 26 2006 2010 Wageningen UR Library Output Styles ER 34 Food Hydrocolloids CWUR inl x Sa ee ea ss 1 About this Style Anonymous Works
45. ngen UR Library Index N term lists 1 10 11 translation tabel 21 U new term lists 15 non breaking space 33 numbering 26 update term list 17 O W output style 1 2 23 25 26 30 33 35 Word 37 P page number format 34 preferences 3 prefix 37 printing term lists 18 publisher term list 17 R record number 1 reference 1 reference list 30 reference type 1 4 5 6 rename term lists 14 CS search references 13 settings 3 singular plural separator 33 software 2 special formatting characters 33 style 1 2 23 25 26 30 33 35 style editor 23 25 style manager 23 style preview 23 Styletest WUR enl 35 suffix 37 support 2 T tables 36 37 tag 21 2006 2010 Wageningen UR Library
46. on how to transfer information from PubMed fields into the appropriate EndNote fields 5 By default the template opens with the reference type Journal Article Click on Journal Article and a list of other reference type options appears The reference types defined in the current filter are marked with a check mark In the PubMed filter only Journal Article is checked because the database only contains records of journal articles 6 The translation table contains a list of tags of PubMed fields and their corresponding EndNote field names The tags should exactly match the tags in the file with downloaded search results You will probably have the downloaded results at hand opened in a text editor Copy Paste is more reliable than typing the tags manually If a tag is not used you can leave it out from the table or enter IGNORE behind it Standard windows commands apply to delete or copy cells or rows of cells To insert the name of an Endnote field in the right column it is advisable to use the Insert field button instead of typing the name manually 2006 2010 Wageningen UR Library EndNote X4 advanced PubMed NLM MEIE About This Filter Templates Author Parsing Reference Types v Journal Article v Continuation Lines insert Field Reference Type Editor Parsing Tag Field s Field Editing AB Abstract itii ed AD Author Address IGNORE pii Source Parsing DOI doi Author IGNORE Notes IGNORE IGN
47. s if you want to add page numbers Page numbers only appear if the Cited Pages field is added in the citations templatel 28 of the output style Click OK after you made the changes The edited citation has been changed into an unformatted citation Choose Update citations amp Bibliography to format the citation In the Edit amp Manage citation s window Figure 34 it is also possible to edit the library reference to insert and remove citations or to change the order from a multiple citation 2006 2010 Wageningen UR Library Integration with MS Word ER 1 Choose a citation and click on the black arrow behind the Edit Reference button to find the options Remove Citation Insert Citation Update From My Library 2 Choose Edit Library Reference if you want to change the reference in your EndNote library e g because you found a mistake in the reference title 3 Choose Remove Citation if you want to remove the in text citation from your document at that particular place 4 Choose Insert Citation if you want to add an in text citation in your document at that particular place A new window pops up Figure 35 Type a search term in the search box to Find the wanted reference Select the reference and click on Insert EndNote X4 Find amp Insert My References E xj vermeulen 2007 46 DI Find Mo matching references Found For Vermeulen 2007 46 2 B Insert M Cancel Help Library D
48. s Journal Article Editor Name Author Year Title Journal V olume Issue Pages Sort Order Title Capitalization B Footnotes z Templates Author Lists x b Figure 28 Bibliography template for the Food Hydrocolloids style old version 4 Choose Author Lists Figure 29 shows how this form should be filled in according to the Food Hydrocolloids style 2006 2010 Wageningen UR Library 32 EndNote X4 advanced 4 Food Hydrocolloids WUR Plain Font About this Style Anonymous Works Page Numbers Journal Names Sections E Citations Templates Ambiguous Citations Author Lists Author Name Numbering Sort Order E Bibliography Templates Author Lists Author Name Editor Lists Editor Name Layout Sort Order Title Capitalization El Footnotes Templates Author Lists Pense B 3 U P A AS A ll x Author Separators Number of Authors between before last Abbreviated Author List Ze List all author names ioo or more authors list the First ioo author s and abbreviate with et al Italic TF eight or more authors list the first 6 authors insert Ae and add the last author s name For Subsequent Works by the Same Author Print the author list as defined above C Omit the author list C Replace repeated authors with Figure 29 Bibliography author lists wndow 5 Choose Author Name An example of a name is Vignon M R so last
49. s in Abbreviation 2 and so on e n Endnote styles choose the journal name format to be used in a reference list e EndNote can remove periods from the abbreviations during formatting but it cannot add periods to an abbreviated journal name Instead of completing the journals term list with abbreviations by hand you can use existing term lists EndNote provides several Journals lists e g Chemical Humanities or Medical that can be imported for use with your EndNote libraries These journal term lists are stored in the folder C Program Files EndNoteX4 Terms Lists Before you importa a journal term list it is advised to empty the whole journal list by deleting 14 all terms After importing the journal list you can updatel 17 the term list to have a complete index of journal names of your EndNote library To view a journals term list open the your library From the Tools menu choose Open Term Lists and select Journals Term List 4 Import Filters The basic function of a filter is to transfer data from fields of a database into the right fields of an EndNote library EndNote supplies filters for many databases on different search platforms but in some cases it can be useful to adapt filters to your specific needs In a very rare case it is necessary to write your own filter from scratch 2006 2010 Wageningen UR Library Import Filters CH When editing a filter you need a downloaded file from a comprehensive search in a database
50. s you enter new references into your library whether by typing them importing or pasting them EndNote updates the term lists automatically so that the Authors Journals and Keywords lists include all of the author names journal names and keywords entered into your references The Journals term list has an extra feature which is the option to store abbreviated journal names EndNote can use these abbreviations in place of full journal names in reference lists In this section you will be given information on how to work with term lists e Add terms 11 e Use term lists for data entry and searchingl 121 e Edit terms and term lists 14 Define term lists 14 2006 2010 Wageningen UR Library Term lists mu e Newterm lists 15 e Export import and print term lists 17 e Journal term lists 18 3 1 Add terms Terms can be added to the term lists using a variety of methods Adding terms to a term list does not change any data that you have entered in your references e Automatic update of term lists i e Tum off automatic updatel11 e Manually add terms to a term listl12 3 1 1 Automatic update of term lists By default EndNote automatically updates the term lists associated with a library as data is entered If you enter a term into a reference and that term is not in the associated term list already the term appears in the reference in red text Figure 9 to alert you that you have entered a new term E EndNote X4 Ne
51. t 5 References cited together in the text should be arranged chronologically The list of references should be arranged alphabetically on authors names and chronologically per author If an author s name in the list is also mentioned with co authors the following order should be used publications of the single author arranged according to publication dates publications of the same author with one co author publications of the author with more than one co author Publications by the same author s in the same year should be listed as 1974a 1974b etc Figure 23 Selection of the instructions for authors of Food Hydrocolloids old version Choose Templates under the Citations heading Figure 24 2 The format of the in text citation of the Author Date style looks like Author Year In the body of your manuscript this will appear as Janssen 2005 for example Following the instructions of Food Hydrocolloids put a comma and a space between the author and the year 3 Food Hydrocolloids gives no instructions for the Multiple citation separator If you look up an example in this journal you will see it is like Fletcher 1970 Hobbs 1974 so a a semi colon and a space 4 f you want to change this style into a numbered type of style remove the fields Author and Year Then click on the button Insert Field A submenu appears in which the lower part gives a list of fields Click on Bibliography Number and the field appears i
52. t the output style if necessary 6 Managing figures and equations with EndNote In the course and the manual Working with Endnote we have seen that it is possible to attach the full text PDF files to your library it is also possible to manage figures and equations with EndNote In this chapter the basics of figure and equation management are explained e Storing figures and equations in an EndNote Library se e Inserting figures and equations into a Word document 3 6 1 Storing figures and equations in an EndNote library All figures and tables added to your library are actually stored in a DATA folder in the same folder as the library If you copy or move the library you must also copy or move the DATA folder The safest and most efficient method is to make a compressed library from the file menu You can insert only graphics into the Image field of the reference The following image formats are supported in EndNote BMP GIF JPEG PNG and TIFF To store a figure in your library Start EndNote and open a library Select New Reference from the References menu Select Figure from the Reference Type drop down menu at the top of the new reference window Although most of the fields are optional a brief description in the Title field is recommended Insert the figure by selecting Figure gt Attach Figure from the References menu Enter caption text in the Caption field of the new reference window The text is a detailed descript
53. w Reference mE Journal Article v Plain Font v Plain Size Figure 9 Enter a new term in a reference 3 1 2 Turn off automatic update You can toggle on off whether or not EndNote suggests terms when you write or automatically updates when new references are added or imported 1 From the Edit menu choose Preferences 2 Select Term Lists 3 Click the check boxes for Suggest terms as you type Update lists when importing or pasting references and Update lists during data entry to turn the feature on or off 2006 2010 Wageningen UR Library 12 EndNote X4 advanced 3 1 3 Manually add terms to a term list To manually add a term to a term list open an EndNote library As an example we use the library styletest WUR enl 1 From the Tools menu choose Open Term Lists and select the term list to which you want to add For example select Keywords Term List Figure 10 Term Lists Terms Lists 13 Terms in the Keywords List Alaska Antarctica Catacombs Italy Rome Guidebooks Cemeteries Italy Rome Guidebooks Edit Term Dinosaurs Excavation Delete Term Extinction Herbivores Insert Term Iceland Paleontology North America Rome Italy Description and travel Seeds Dispersal li Jii Hint Hold the Ctrl key to select multiple terms Figure 10 Open Term Lists wndow 2 Click New Term Type your term into the te
54. xt box Figure 11 for example New Term New Term Ice Age Figure 11 Add a new term to a term list 3 Click OK to add it to the list and close the New Term window OR enter the term and click Save Term to add it to the list and keep the New Term window open to enter more terms Click OK to close the New Term window when you have finished entering terms 2006 2010 Wageningen UR Library Term lists 13 3 2 Use term lists for data entry and searching e Auto completion 12 e Manually insert terms into references 121 e Use terms for searches 13 3 2 1 Auto completion If you type text into a field that is linked to a term list EndNote finds the first matching term in the list and suggests that as the term you want to enter auto completion The suggested text appears highlighted after the cursor Figure 12 4 EndNote X4 New Reference File Edit References Groups Tools Window Help em cn Reference Type Journal Article MEI w L Plain Font v Plain Size Author MacRae Andrew Figure 12 EndNote suggests a term author s name Continue to type until EndNote suggests the correct term and then press ENTER or TAB to accept it ENTER will create another line in the field so that you can go on to enter another author while TAB will move the cursor to the next field 3 2 2 Manually insert terms into references You can insert terms into your references manually from your term lists
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