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A Beginners Guide to Using EndNote X1 for PC AuthorJessica Eustace ([email protected]) Version: 1, Date: August 2007 .
A Beginners Guide to
EndNote X1 for PC
Science Foundation Ireland (SFI) Liaison Librarian Ms. Jessica Eustace, Email: [email protected] , Telephone: 01-896 2398 / 1805)
Subject Librarian for Engineering & Systems Science & Mathematics
Ms Lorna Flannery, Email: [email protected] Telephone: 01-896 1805
Subject Librarian for Nursing & Midwifery Mr. Greg Sheaf, Email: [email protected], Telephone: 01-896 2928
Subject Librarian for Sciences (Botany, Chemistry, Environmental Science,
Genetics, Geography, Geology, Physics & Zoology) Ms. Margaret Rooney, Email: [email protected]. Telephone: 01-896 2392
Subject Librarian for Sciences (Anatomy, Biochemistry & Immunology, Biology,
Clinical Speech & Language Studies, Dentistry, Medicine (on main campus), Microbiology, Pharmacy, Physiology & Public Health)
Mr. David MacNaughton, Email: [email protected], Telephone: 01-8962398
Medical Librarian Mr David Mockler Email: [email protected] Telephone: 01- 8962474
Subject Librarian for Education
Ms Geraldine Fitzgerald, Email: [email protected] Telephone: 01-8963322
Subject Librarian for History Mr Sean Hughes, Email: [email protected] Telephone: 01-8961666
Collection Management
John McManus, Email: [email protected] Telephone: 01-8961659
Collection Management Christoph Schmidt-Supprian, Email: [email protected] Telephone: 01-8961659
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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Contents Page 1. Introduction
1.1. What will you learn in this tutorial? 3
1.2. What is EndNote X1 and why should you use it? ... 3
1.3. Guide to installing EndNote X1 for PC 3
1.4. Help options 5
2. Starting EndNote & creating a library of references 2.1. Creating a new EndNote library 6
2.2. Opening your EndNote library 7
2.3. Creating references 7
2.3.1. Manually creating references 7
2.3.2. Direct export of references from a database 10
2.3.3. Importing downloaded references using a filter 11
2.3.4. Connecting from EndNote to the TCD library catalogue 11
3. Searching the TCD Library using Endnote 12
4. Working with references in an EndNote Library 4.1. Sorting a library 14
4.2. Adding information to references 14
4.3. Searching your EndNote library 15
5. Grouping references in an EndNote Library 15
6. Using EndNote with MS Word 6.1. Working with bibliographic styles 15
6.2. Inserting citations and creating a bibliography in a document 17
6.3. Editing citations 19
6.4. Changing the bibliographic style of the document 20
7. Creating a Travelling Library 21 8. Removing Field Codes for Publishing from a Word document 22
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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Introduction
1.1. What will you learn in this tutorial?
By the end of the tutorial you will:
Know what EndNote is and if you need to use it
Know where to get help
Create EndNote libraries and populate your libraries with references Perform basic tasks in EndNote Use EndNote with MS Word to create your bibliography
1.2. What is EndNote X1 and why should you use it? EndNote is a bibliographic reference manager that can help you:
Store, manage, organise and format bibliographic references to be used in your
research papers and publications.
Automatically create and format citations and bibliographies for your research papers.
EndNote can be a timesaver if you are:
Preparing literature reviews, lengthy essays, dissertations or theses.
Preparing papers for publication.
EndNote is quite a complex product that requires the user to invest time in learning how to
use it before embarking on their project. If you have only a few references to cite, such as for
an undergraduate assignment, it may be easier to format citations and bibliographies in your
word processor.
1.3. Guide to installing Endnote X1 for PC 1.3.1. Before you install EndNote Version X1
Please ensure that your personal computer/lap-top meet the following programme requirements:
System requirements: Windows 2000 or Windows XP
Hardware requirements: 1. Pentium (or compatible) 450MHz or faster processor.
2. Minimum of 256MB of available RAM. 3. Hard drive with at least 180MB of free space.
Word Processor Compatibility: MS Word for Windows 2000, XP (2002),
2003; RTF files created with most word
processors, including: MS Word,
WordPerfect, OpenOffice, StarOffice and
FrameMaker.
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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1.3.2. Upgrading from an earlier EndNote version While it is not required, it is recommended that you uninstall any earlier version of EndNote before you begin installation of version X1. Existing EndNote libraries will not be deleted. If you have created/modified any styles, filters or downloaded specific connection files in your older copy of EndNote you can either:
1. Backup older files: **This option should be selected if you have custom styles, filters or connection files that you wish to save.** A Backup folder in the EndNote folder will be created and all of the styles, filters and connection files from your older version of EndNote will be copied into this folder. Once you have installed EndNote X1 you should move any files that you wish to keep into the relevant folder (Styles, Filters, Connections).
2. Remove older files: If selected, Setup will replace all the styles, filters and connection files from your older version of EndNote with the new ones included with EndNote X1.
Please note: The Cite While You Write support is linked to only one copy of the EndNote program. The Cite While Your Write in version X1 will replace an older version even if you install EndNote X1 into a separate folder.
1.3.3. Installing EndNote X1
Please note: You may only download EndNote to any Trinity College Dublin owned personal computer or laptop. Individual licences may be purchased for a reduced fee for non-college owned personal computers and laptops Please download the application form for a licence from the Library EndNote web pages at http://www.tcd.ie/Library/Local/Endnote/. Please sign the form and send to Arlene Healy, Sub-Librarian SME & Electronic Resources at the postal address provided on the form.
In order to install software you will need to have administrative rights on your machine. If you are using a shared computer, please contact IS services to obtain administrative details. To download the EndNote software go to http://www.tcd.ie/Library/Local/Endnote/ Follow the steps outlined on the website carefully. Follow the instructions on screen to complete the installation. Use the Next button to move forward between the installation dialogs.
Welcome: Thank you for selecting EndNote! Read Me Information: Read late-breaking news about this version of EndNote. End User Licence Agreement: You must select “I accept the license agreement” in order to continue with installation Select Installation Type: It is recommended that you select Complete installation. Select Destination: By default, EndNote is installed in the C:\Program Files\EndNote X1 folder. Choose the Browse button to change the folder selection. Ready to Install: Click Next to complete the installation.
1.3.4. Checking your installation To run EndNote, click on the Start button, choose Programs, select EndNote and then choose EndNote Program. To check if the Cite While You Write feature is correctly installed, launch MS Word,
select Tools. In the Tools menu EndNote X1 should be listed with it’s submenu. If
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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this is not there go back to your desktop and select START -> All Programs -> Endnote -> Configure Endnote.
A pop up box will appear select the “Configure” option, then click Next.
Select “Unified Cite While You Write for MS Word.” Click Next
The configuration will run and then ask you to sleect “ Finish”.
You can now Open Word and you will see the Endnote X1 Tool bar.
1.3.5 Check the EndNote support page for new connection files,
http://www.endnote.com/support/
Check the library’s EndNote page http://www.tcd.ie/Library/Local/Endnote/ for TCD
customised filters and connection files (e.g. TCD Library catalogue).
1.4. Help options This tutorial will provide you with a basic introduction to using the EndNote software. As you
begin to use the product you may require further assistance. The following help options are
available:
In EndNote, select help from the menu bar. You can either browse the contents or
select to search on a particular topic. Alternatively press the F1 key.
EndNote contains an extensive manual which is available via the Start menu on your
PC (Select Start/Programs/EndNoteX1/EndNote Manual) or locate the .pdf file in
the EndNote folder on the C drive of your PC (you need administrator privileges to
access the C drive of any college owned PC or laptop). To view the manual Adobe
Acrobat Reader must be installed on the PC.
Check the library’s EndNote page http://www.tcd.ie/Library/Local/Endnote/
Check the EndNote support page for news on, styles and patches
http://www.endnote.com/support/
Contact your subject/liaison librarian:
1. Science Foundation Ireland (SFI) Liaison Librarian Ms. Jessica Eustace, Email: [email protected] , Telephone: 01-896 2398 / 1805) 2. Subject Librarian for Engineering & Systems Science & Mathematics Ms Lorna Flannery, Email: [email protected] Telephone: 01-896 1805
3. Subject Librarian for Nursing & Midwifery Mr. Greg Sheaf, Email: [email protected], Telephone: 01-896 2928
4. Subject Librarian for Sciences (Botany, Chemistry, Environmental Science, Genetics, Geography, Geology, Physics & Zoology) Ms. Margaret Rooney, Email: [email protected]. Telephone: 01-896 2392
5. Subject Librarian for Sciences (Anatomy, Biochemistry & Immunology, Biology, Clinical Speech & Language Studies, Dentistry, Medicine (on main campus), Microbiology, Pharmacy, Physiology & Public Health) Mr. David MacNaughton, Email: [email protected], Telephone: 01-8962398 6. Medical Librarian Mr David Mockler Email: [email protected] Telephone: 01- 8962474
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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7. Subject Librarian for Education Ms Geraldine Fitzgerald, Email: [email protected] Telephone: 01-8963322 8. Subject Librarian for History Mr Sean Hughes, Email: [email protected] Telephone: 01-8961666
9. Collection Management John McManus, Email: [email protected] Telephone: 01-8961659
10. Collection Management Christoph Schmidt-Supprian, Email: [email protected] Telephone: 01-8961659
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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2. Starting EndNote & creating a library of references
2.1. Creating a new EndNote Library
2.1.1. Left click on the Start button in the bottom left hand corner of the computer screen.
2.1.2. Choose All Programs>EndNote> EndNote Program.
2.1.3. EndNote will start and a dialog box will appear asking you to create a new library or open an existing library. Select to Create a new EndNote Library and click the OK button.
2.1.4. In the New Reference Library dialog box, type EndNote Training as the File Name and save to your Desktop. You have now created a library called: EndNote
Training.enl
2.1.5. Once you have saved the library, it appears as an empty library showing 0 out of 0
references.
2.1.6. Click the grey X in the right hand side of the window to close the library.
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Tips If you are using computers in the Public Access Computer Rooms (PACRs) on
campus never save to the computers’ desktop or C drive as your files will be
cleaned off at the end of the day. Instead save your EndNote library to your storage
media (memory stick, CD-Rom) or to your filestorage on the college network.
If you are saving to your college PC or laptop create a folder somewhere on your
computer where you will save all EndNote libraries to. 2.2. Opening your EndNote Library
2.2.1. Left click on the Start button in the bottom left hand corner of the computer screen.
2.2.2. Choose All Programs, EndNote, EndNote Program.
2.2.3. EndNote will start and a dialog box asking you to create a new library or open an existing library. Select to Open and existing EndNote Library, click on
the Browse button. Locate the EndNoteTraining.enl file, select the library and
then click on the Open button.
Tips If EndNote is already open, to open your library:
From the top menu, select File, Open, Open Library, select the library you wish to
open.
Use the shortcut Ctrl+O
Click on the Open Library icon and select the library you want to open.
2.3. Creating references
2.3.1. Manually creating references 2.3.1.1. From the top menu select References, New Reference.
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2.3.1.2. Pull down the Reference Type menu to display the list of available publication
types. There are many pre-defined Reference Types available in EndNote. The most
frequently used are Journal Article, Book, Book Section, Theses & Conference
Proceeding. For this example select Journal Article.
2.3.1.2.1. Type the details of the following citation to a journal article in the New Reference
window following the example below:
Jeff Rosen & Gina M. Castro (2002) “From workbook to web: building
an information literacy oasis”, Computers in Libraries, 22, no. 1, pp.
30-35 URL:
http://www.infotoday.com/cilmag/jan02/rosen&castro.htm. Keywords: Information Literacy, EndNote Training
Use the Tips that follow to give you guidance.
Tips for entering information into the reference fields: Author/Editor Names:
Care must be taken when typing in the Author(s) name(s). It must be in the correct
format:
Enter the surname first, followed by a comma then the forename(s)/ initial(s)
separated by spaces e.g. Darwin, Charles or Smith, John J or Murphy, P T The
comma indicates to EndNote where the author(s) Surname ends. It is not necessary
to enter punctuation after the author(s) initial(s) as EndNote will amend the format
depending on the output style selected. There should be a space between each
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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forename and/or initial. The need to enter forenames or initials will be dictated by the
reference style you will use for your work.
You must enter the author(s) names as they would usually be spelled e.g. for the
author Gina M. Castro the correct entry is Castro, Gina M and not castro, gina m. If
no capitalisation is used none will appear in the output style*. (*There are some
exceptions to this e.g. the Harvard citation style capitalises the Authors names)
Enter the author(s) names one per line, press [Enter] to start a new line within the
Author Field.
If there is no author leave the line blank.
If you do not know all the authors, then the last author entry should be typed as et al., For multiple-word last names enter as Surname, Forename(s) Initial(s. The entry
for Charles de Gaulle, will read de Gaulle, Charles For authors with titles e.g. Snr, Jnr, III etc., enter as Surname, Forename, Title.
For example: The entry for Albert Smith Jr. will be Smith, Albert, Jr.
Place commas at the end of corporate authors’ names e.g. Microsoft,
Other Fields: To move from one field to another use [Tab] to move down or [Shift+Tab] to move up.
Enter years as a four digit number, for example 2007, 1997
Enter titles without a period or punctuation at the end. Allow the title to wrap within
the field, DO NOT USE ENTER. It is best practice to capitalise the title as you would
like it to appear in your bibliography. Be consistent with capitalisation. If possible,
follow the guideline(s) for the reference style(s) you are likely to use.
The full journal name should be entered in the field Journal Name. For abbreviated
formats use the Alternative Journal field.
Page ranges can be entered as complete (1223-1229) or abbreviated (1223-9)
ranges. The style used to create the bibliography will amend the page numbers to be
either full, abbreviated or first page only. Do not use commas for page numbers in
the thousands e.g. 1223 not 1,223.
Do not enter punctuation, labels, or text styles that are normally part of a bibliographic
style.
For editions, enter as 3rd, 5th etc.
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When you have entered the details for the article click on the grey X in the right hand corner
of the screen. The reference is automatically saved for you. You should now have one
reference displayed in your EndNote Training.enl file. To view or edit the saved reference,
double click on it. The record has been given a unique identifier, Rosen, 2002#1. Each
subsequent reference will receive its own unique number.
2.3.2. Direct export of references from a databases A search result can often be exported directly from a database into an EndNote
Library using a “Direct Export” feature.
2.3.2.1. From the TCD Library Information Resources page
(http://www.tcd.ie/library/inforesources.php) locate the entry for Web
of Knowledge.
2.3.2.2. In the Topic field enter your search terms.
2.3.2.3. Mark records of interest.
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2.3.2.4. Click Submit. 2.3.2.5. Click on the icon to view your marked list.
2.3.2.6. From the following screen, click export to reference software.
2.3.2.7. If EndNote is not open, it will be launched automatically prompting
you to locate and select a library. If EndNote is running the
references will be exported to the front window.
2.3.2.8. Double click a reference to view what has been transferred from the
database.
2.3.2.9. Close the reference after viewing.
2.3.2.10. Close the Library by clicking the grey X. These references are now
saved in the EndNote Training.enl library.
Tips
You should always carefully check the content of the database record against what
has been transferred into the EndNote library.
It may be useful to a add a note to the record to state which database the records
come from, what date the database was searched and perhaps the search terms
used. To globally edit to your records, select References, Change and Move Fields. From the drop down menu by In, select the relevant field and enter your
notes. For example, select Name of Database and enter ISI Web of Knowledge.
To merge the records with the others in your library select [Ctrl+M]. Or click on X in
the right-hand corner of the screen to close the window and automatically have the
records merged into your library.
2.3.3. Importing downloaded references using a filter Not all databases will allow you to directly export information from the database into your
EndNote Library. If the Direct Export option is not available (PubMed, SciFinder Scholar,
Emerald) the results can be downloaded as a .txt file and then imported into an EndNote
library using an Import Filter file (.enf). The filters, specific to the particular database and
supplier are configured to extract relevant information from the database record and transfer
the information into the appropriate fields in the EndNote library.
2.3.4. Connection Files & Connecting from EndNote to the TCD library
catalogue, Web of Science and PubMed. Connection files enable EndNote to connect to, search and retrieve references from
databases and catalogues. This method will only work for the TCD Library catalogue, Web
of Science and PubMed. Users should note that the search interface in EndNote may not be
as sophisticated as the search features in the database.
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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3. Searching the Library Catalogue using EndNote
Ensure you have installed the TCD Library connection file on your PC or laptop
(http://www.tcd.ie/Library/Local/Endnote/). In EndNote, select Tools, Online Search, New Search…. The Choose a Connection File window will open. Search for File by Name, enter
TCDLibrary select this option by clicking on Choose. When you now go to Tools, Online Search, Connect…, TCDLibrary should be displayed.
A search window will open. Enter your search terms and click on the Search button. A
Confirm Remote Search window will open, indicating how many references have been found
in the catalogue that match your search terms.
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Click on the [OK] button to indicate that you would like the references to be retrieved and
displayed in EndNote. There may be a time delay depending on how many references need
to be imported. When the references are retrieved they are displayed in a temporary location.
As with Direct Export items you may wish to make global changes to include your search
terms and the date accessed. Select the records you would like to save to your EndNote
library. Click on the [Copy References to] button and select the EndNote library you would
like the references copied to.
Your EndNote Library will open and the newly copied references will be highlighted.
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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4. Working with references in an EndNote Library 4.1. Sorting a library
Similar to MS Excel/Access, you can quickly sort your references alphabetically
by clicking on the column header. For example click once on the Author column
heading in your EndNote Training.enl library will list your authors alphabetically.
To reverse the order click again.
You can also sort references by selecting References, Sort References from the
menu toolbar.
4.2 Adding information to references By adding your own notes to references in the library you can record additional
information such as: what database the information has come from, date accessed,
intended use, or other relevant comments.
From your EndNote Training.enl library select a reference into which you will add
information.
4.2.1 Select References>Show Selected References 4.2.2 Select References>Change and Move Fields 4.2.3 Select Notes from the drop down menu.
4.2.4 Type I’m adding more information to my references, click OK. Click OK
for the following two confirmation messages.
4.2.5 Double click to view a reference. Scroll down to the notes field to verify the
change.
4.2.6 To return to the complete library, from the menu bar, select
References>Show All References.
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4.3 Searching your EndNote library To demonstrate searching, retrieve the references with “I’m adding more information to my references” in the Notes field.
4.3.1 Select References>Search References 4.3.2 In the text box type I’m adding more information to my references and select
Notes from the field drop-down menu.
4.3.3 Click the Search button.
5. GROUPING REFERENCES IN A LIBRARY The group function in Endnote allows users to separate their Endnote Library into separate sections e.g. Chapter 1, Chapter 2, Chapter 3, while retaining their full library. This removes the necessity of having separate libraries and re combining them later. To set up a new group, make sure that the Groups pane is showing at the left of the library
window.
If not, use the Show/Hide Groups icon on the Main toolbar to display the Groups pane.
Click on References on the menu bar, then select Groups>Create New Group. A box with
New Group will appear in the Groups pane at the left of the library window. Delete the text
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New Group and type a name for the group. Click on All References at the top of the Groups
pane to display all references in the main pane.
When searching or browsing the library, you can transfer references to a group by drag-and-
drop, or by selecting the references and using a right click to select Add references to …
You can set up as many as 50 groups in your library. A group is just a subset of the
references in the library. A particular reference may be assigned to more than one group.
Groups can be renamed and deleted. References can be deleted from a group, but they will
remain in the library until deleted from the library in the normal manner.
The names of all the groups are listed in the Groups pane at the left of the library window.
They can be opened from this pane.
The Show/Hide Groups icon on the Main toolbar allows you to display or hide the Groups
pane.
6. Using EndNote with MS Word 6.1 Working with bibliographic styles
EndNote will format your references in a specified bibliographic (output) style. The
selected output style will determine the format of the citations within the text of the
document you are producing and format the corresponding bibliography at the end of the
document. The Output Style is displayed on the EndNote Toolbar.
To view references formatted in a selected style (e.g. MLA):
6.1.1 In your EndNote Training.enl library click on the drop down list for the Output
Style Window.
6.1.2 Select, Select another Style… 6.1.3 Click on Quick Search… and enter MLA into the search box.
6.1.4 Two options are displayed. Select MLA and click on the Choose button.
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6.1.5 MLA should now be displayed in the Output Style Window.
TIPS for Output Styles
Customise the styles menu to include only the styles that you use. Follow the instructions as listed above for each of the styles you would like listed.
If the style you require is not listed you can check the EndNote site to see if there is a new file or download that matches your query.
It is possible to create or modify a similar style. Refer to Chapter 16: Bibliographic Styles in the EndNote X1 Help Manual.
6.2 Inserting citations and creating a bibliography in a document (Cite While You Write)
6.2.1 Open a new MS Word document and type the text shown below.
The Irish Research eLibrary (IReL) is an initiative developed by the IUA
Librarians' Group and funded jointly by the SFI and the HEA. Its aim is to
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significantly increase the availability of electronic access to research publications.
6.2.2 To insert a citation for the text, place the cursor at the end of the sentence.
6.2.3 In MS Word go to Tools, EndNote X1, Find Citation(s). 6.2.4 In the search box enter Rosen.
6.2.5 Highlight the reference and click Insert. The citation will be inserted and the
bibliographic reference will appear below the main body of text.
There are other ways to insert your citations into your text. You can first enter your
citations as an Unformatted (Temporary) Citation. The format for temporary citations is
{Author, Year #Record Number}. Using our example at the end of the paragraph enter
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{Rosen, 2002#1}. If you don’t know the record number you can enter a keyword to help
End Note locate the reference for example {Rosen, 2002, oasis}.
You may also wish to:
To add text before the citation (prefix text). Type the text immediately after the
opening brace and then a backslash “\” to separate the prefix text from the search
text e.g. {as stated in\Rosen, 2002#1}
To add text after the citation (suffix text) insert a comma after the record number
and add in the suffix text for example {Rosen, 2002#1, pp31}
6.3 Editing citations
Sometimes you may wish to delete or amend the standard form of a citation to exclude an
author’s name, or add a page number or note to the citation. To ensure the link between
the EndNote Library and your Word document is preserved, it is important to use the Edit-
Citation command.
Using our Rosen example we now want to write the sentence in the form:
“Rosen and Castro (2002) reported on the IReL project, funded jointly by the SFI and the HEA.”
6.3.1 Insert the Rosen citation at the beginning of the text.
6.3.2 Click on the citation to select it for editing. It will be highlighted grey.
6.3.3. Select Tools, EndNote X1, Edit Citation. 6.3.4 In the Edit Citation Box, click Exclude Author, then OK.
6.3.5 In the document the author’s name will have been deleted from the citation.
Type the authors’ names in front of the date to complete the citation.
TIPS for Editing Citations Exclude Author: select this to omit the author(s) name from the formatted citation. Exclude Year: select this to omit the date from the formatted citation
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Prefix: enter text here to print immediately before the citation text (spaces are
significant) Suffix: enter text here to print immediately after the citation text (spaces are
significant) Pages: Page numbers entered here are considered entered into a “Cited Pages”
field, so they can be manipulated in the output style just like any other EndNote
field. In order to print, the Cited Pages field must be listed in the citation template
and/or footnote template of your output style. This is typically used to print the
page numbers within a full footnote citation. Most EndNote styles that require a
special format for citations in footnotes are already configured this way
6.4 Changing the bibliographic style of the document To change the output style of a document:
In MS Word, select Tools, EndNote X1, Format Bibliography.
Select a difference style from the drop down list and click OK.
The citations and the associated bibliography will display in the new style.
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7 Creating a Travelling Library Each formatted citation in your Word document is saved with field codes that embed
reference data in the document. The paper contains a “Traveling Library” of references
cited. The first time a citation is formatted, EndNote looks in the open library and finds the
corresponding reference. If you later reformat, EndNote again looks in the open library for that
reference. However, if the library is not available or not open, EndNote uses the Traveling
Library for reference information. Because reference data is kept with each formatted citation,
you can collaborate with other authors on a paper without each author having the same
EndNote library.
There may be occasions where you want to copy all of the references used in a Microsoft
Word document to an EndNote library. Perhaps you received only the formatted Word
document from a colleague, and would like to create EndNote references to use later. Or, you
may have a large EndNote library, but want to create a smaller EndNote library with only the
subset of references used in your paper.
7.1. To export references from a Word document to an EndNote library:
7.2 . Open the document in Word.
7.3 . From the Tools menu, go to the EndNote X1 submenu and choose Export Traveling Library.
7.4 On the Export Traveling Library dialog, select either: An existing EndNote library (Select a library from the drop-down list of available libraries, or click Browse to locate a library.) OR A new EndNote library (you will be prompted to name and Save the new library)
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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7.5 You can also Import references from another Travelling Library. In EndNote, select File, Import. Select the file you wish to import references from. From the drop down menu for Import Option select EndNote Library, click on Import.
8. Removing Field Codes for Publishing from a Word document If you are submitting to a publisher you will usually be required to remove the field codes.
Save your document.
In MS Word, select Tools, EndNote X1, Remove Field Codes. An unlinked document will
open in a new window. Save this document with a new name.
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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New Library …
Open Library
Cut
Copy
Paste
Sort Library
New Reference
Online Search
Open Link
Open File
Import References
Export References
Spell Check
Attach Figure
Show / Hide Groups
Help
Search Library
Short Cuts for Endnote X1 - using your Endnote Library
A Beginners Guide to Using EndNote X1 for PC Author: Jessica Eustace ([email protected]) Version: 2, Date: January 2009 .
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Find Citation
Go to EndNote
Format Bibliography
Insert Selected Citations
Edit Citations
Insert Note
Edit Library References
Unformat Citations
Remove Field Codes
Export Travelling Library
Find Figures
Generate Figure List
Cite While You Write Preferences
Help
Short Cuts for Endnote X1 - using CWYW in Word