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EndNote X5 - basic graduate session

EndNote X5 - basic graduate session. What is EndNote for?. Build a personal reference library Search databases and export references Customise EndNote Insert citations and build bibliography. Create or open a library. Go to: Start  All Programs  Bibliographic Software  EndNote X5.

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EndNote X5 - basic graduate session

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  1. EndNote X5 - basic graduate session

  2. What is EndNote for? • Build a personal reference library • Search databases and export references • Customise EndNote • Insert citations and build bibliography

  3. Create or open a library Go to: Start  All Programs  Bibliographic Software  EndNote X5

  4. It is best to save all libraries in a folder called 'EndNote' or 'EndNote X5'

  5. An EndNote library always has two parts - the library 'shape' and the data collected  Give the new library a name, and click 'Save'

  6. It is usually best to keep all references in one main library Smaller libraries for particular topics can be created using the 'Groups' option

  7. Add a new reference

  8. Add a new reference Click on the 'New Reference' icon… … or go to 'New Reference' on the dropdown menu

  9. Scroll down to see more fields

  10. Click the record's 'close' icon to save the completed or edited record automatically Choose the reference type from the dropdown menu The reference type can be changed at any time

  11. More about record fields

  12. When all chosen fields have been completed, click the record close icon Enter one author per line, surname first, followed by a comma Author, Journal and Keyword fields are indexed

  13. The record is added to the library The Preview pane shows the full bibliographic reference in the chosen reference style

  14. Change the reference style

  15. The default style is 'Annotated' Go to the dropdown menu and choose 'Select Another Style'

  16. EndNote has over 5000 reference styles Scroll down to select the required reference style and click 'Choose'

  17. The library is now formatted in the selected Reference Style

  18. Edit the reference style

  19. It may be necessary to edit the existing reference style

  20. Go to Edit  Output Styles  Edit 'Harvard'

  21. This window controls all aspects of the referencing style

  22. Edit the reference style - citations

  23. Go to 'Edit  Output Styles  Edit 'Harvard''

  24. Any element of the citation, bibliographic record or footnote can be edited using this page

  25. When all changes have been made, click the record 'close' icon

  26. Choose preferred citation sort order here

  27. Click 'Yes' to save changes

  28. Save with the default Style name or use your own

  29. Edit the reference style - bibliography

  30. To format the bibliography, go to 'Edit  Output Styles  Edit 'Harvard''

  31. This section allows you to change different elements of the bibliographic record

  32. 'Author Lists' lets you control how many authors are displayed

  33. 'Author Name' allows choices about capitalisation - choose 'Normal' for names in lower case but with initial capital letters

  34. Make choices about the punctuation of initials

  35. Choose the order in which bibliographic records are displayed…

  36. Use this window to sort e.g. by media type

  37. Use the dropdown menus to select up to five criteria for sorting

  38. The Title Capitalization control applies to all primary titles in the EndNote Library Choose 'Headline Style' to capitalize major words, 'Sentence Style' for initial words only, or leave titles as they were typed in.

  39. 'Generic' is used for any Reference Type without a specific template Further Reference Type templates can be created, or existing templates edited The templates show which fields will be used from the EndNote record, and how they will be displayed, for a range of Reference Types

  40. Click the record's 'close' icon (the grey cross) to save the changes automatically Here the Year field has been edited to include brackets for all Reference Types, including Generic, likely to be used

  41. Click 'Yes' to save changes

  42. Save with the default Style name or use your own

  43. Templates - how they work

  44. Templates control the appearance of the bibliographic record A number of templates are already created: use the Reference Types list to create others Generic is used if there is no template for a given reference type

  45. Field Names are replaced by the contents of that field in the individual EndNote record Other characters are displayed 'as is'

  46. Apply Bold, Italic Underline, Superscript or Subscript to the Field Name using the toolbar icons Fields are displayed with the format used for the Field Name

  47. Special characters in templates • EndNote uses special characters to force particular actions within templates • These can be found on the keyboard, or accessed from the 'Insert Field' dropdown menu

  48. A forced separation | ties following punctuation to the next field

  49. Use 'Link Adjacent Text'  to tie a word or phrase to the following field

  50. Use Singular/Plural ^ to choose text for editors or pages

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