How to get started with EndNote X4
Contents
How to install EndNote ................................................................................................. 3 Getting started with EndNote........................................................................................ 4 Creating new references manually. ........................................................................... 4 Exercises / Examples ............................................................................................... 5 How to import references ............................................................................................. 6 Import references from BIBSYS directly from EndNote ............................................. 6 How to import references from BIBSYS Ask to EndNote.......................................... 9 Important things to note when you export from BIBSYS Ask................................... 11 How to export references from Business Source Complete (BSC) .......................... 12 EndNote styles ........................................................................................................... 15 How to use EndNote while writing a Word document ................................................. 16 (Cite While You Write) ................................................................................................ 16 How to edit and delete citations in the text document ................................................. 19 Editing citations ...................................................................................................... 19 Deleting citations .................................................................................................... 20 Compressed library .................................................................................................... 21 Contact information and support ................................................................................ 22 Contact persons ..................................................................................................... 22 Web resources / Documentation ............................................................................. 22
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How to install EndNote See our webpages for more information about EndNote http://www.bi.no/library/endnote
Students select EndNote installation and follow the instructions. Faculty will find EndNote in the BI Menu.
When you have finished the installation, you can start Word. You should now see an EndNote tab: Mac users: Follow the steps shown in our FAQ on how to install the EndNote toolbar.
Click ”Go to EndNote”. You can create a new EndNote library and give it a proper name, for example References. Save it in My Documents or your home directory on the student network. NB! Always remember to backup your files!!
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Getting started with EndNote
The EndNote-library opens and you can start creating new references or import them from an external database. Creating new references manually. 1. Select New Reference. 2. Choose the right Reference Type. 3. Fill in the bibliographical information. The registration will be saved automatically when you close the window.
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Exercises / Examples Enter the following references: Book: The unwritten rules of PhD research / Gordon Rugg and Marian Petre 2004, Maidenhead : Open University Press Article: The age bias in academic publishing. By: Dunn Jr., Robert. Challenge, Sep/Oct 2005, Vol. 48 Issue 5, p5-11 Book chapter / Book section: Ownership matters. By: Johan From. 2007. In: The Privatisation of European telecommunications / edited by Kjell A. Eliassen and Johan From. City: Aldershot. Publisher: Aldgate
Web page: Statistics Norway. 2011. Focus on: Fishing and fish farming. [cited May 27 2011]. Available from http://www.ssb.no/fiskeri_havbruk_en/
Insert the comma at the end of the name of institution.
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How to import references Import references from BIBSYS directly from EndNote With EndNote version X4 you have to download a connection file to search BIBSYS Ask. See http://www.bi.no/library/endnote/bibsys for details. Select whether to use the online search that imports the results automatically into your EndNote library, or the temporary online search that requires moving references to the permanent library. We recommend to perform your search in Online Search Mode (Temporary library) Select Online Search Mode (Temporary Library) by clicking on the globe-icon.
Under ”Online search” you will find the last used databases. If BIBSYS is not here, click ”more…” and find BIBSYS in the dialog box:
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When the connection has been made, EndNote displays a Search tab:
Example:
NB! Use Personal Author (Last, First) when searching for authors in BIBSYS. Use the abbreviation character ”?” if you don’t have the complete name. The dialog box displays the number of references that were found to match your search request:
Click OK to retrieve the references.
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To select more than one of the references, press Ctrl and click on the relevant references. To select all, go to Edit – Select All (or press Ctrl-A). (You may have to activate the window first by clicking one of the references) In the References-menu select Copy References To -> to transfer the selected references to your EndNote-library:
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How to import references from BIBSYS Ask to EndNote You can also choose to export directly from BIBSYS Ask - http://ask.bibsys.no
Mark the references you want to export and click OK for ”Send to EndNote” Select Open in the next dialog box. Then select your EndNote library. In some cases the references will download automatically into your EndNote library.
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This window won’t always appear.
This window shows the imported references.
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Important things to note when you export from BIBSYS Ask Reference to edited book:
Send this reference to EndNote and it will appear like this:
You have to change the “Reference type” from “Book” to “Edited Book”
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How to export references from Business Source Complete (BSC) Open BSC from the library webpage http://www.bi.no/library/databases Do a search and mark the references you want to export by clicking Add to folder (1) Example: Beard (in AU Author) and advertising. Click on Folder (2) to retrieve the marked references.
2 Marked references will be added in this Folder.
1
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Select to mark your reference(s) once more and click on Export (3)
3
Choose Save in the Direct export to EndNote…-format
1 2
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If you are asked where you want to save the references, save them in the relevant EndNote-library:
You can export to EndNote from a wide range of databases, for example ISI Web of Science and JSTOR. See the library web pages for more information; http://www.bi.no/library/endnote http://www.bi.no/BibliotekFiles/_nedlastingsfiler/endnote/Importing references to Endnote.pdf
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EndNote styles
Here you can select which style to use in your word-document. BI recommends that you use the Chicago 16th-style. MSc-students within Organizational Psychology can use the APA 6th-style To find the APA 6th – BI, Chicago 16th B – English and Chicago 16th B – Norsk styles in this menu you have to download them first from http://www.bi.no/en/Resources/Library/Training-and-support/EndNote/Recommended-styles-for-BI/
Click Select Another Style… to see all the available styles. The style may be changed at any time during your writing.
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How to use EndNote while writing a Word document (Cite While You Write) Alternative 1 Mark the name of the author (Beard) in your text, select Insert Citation (the magnifier icon) in order to search in your open EndNote-library
Mark/click on the reference(s) you want, click Insert and the reference is inserted into the text. BI Norwegian School of Management. Library September 2011
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Alternative 2 It’s also possible to search for a specific citation from Word. Click Insert Citation.
Perform a search. It is possible to search for author name, title, title words, keywords or year. Highlight the desired reference(s) in the search list and click Insert. The chosen citations will be inserted in the document at the position of the cursor.
Alternative 3 You can also search directly, without marking the author in the text. Click Go to EndNote. Highlight the desired reference(s) in your EndNote library. Click the Insert Citation-icon. The citation will be inserted in the word-document at the place where the cursor is positioned.
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How to edit and delete citations in the text document Editing citations
2
Mark the citation (1) and click Edit & Manage citation (2)
1
How to exclude the authors name in the citation or insert page number Tick here to exclude author
Type in the cited page numbers here.
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Deleting citations
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Compressed library You can save your complete library (the filename.enl file as well as its associated .DATA folder and all of its contents) to a single compressed filename.enlx file in order to easily back up your library or send a copy to a colleague or fellow student. Later, you can easily restore (unzip) the compressed library with EndNote.
To restore the compressed library file use Endnote to open the filename.enlx file, which will extract the . ENL file and the .DATA folder to the same folder where the . enlx file is located. Use EndNote to open the filename.enl file as you normally would to use the library. BI Norwegian School of Management. Library September 2011
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Contact information and support All questions regarding EndNote can be directed to
[email protected] Contact persons
Anders Erdal: Librarian E-mail:
[email protected] Phone: 46 41 02 46 Ole Andreas Solberg: Librarian E-mail.
[email protected] Phone: 46 41 01 26 Web resources / Documentation General information How to get started with EndNote (.PDF) - version X4 MyEndNoteWeb – Web-version of EndNote Online tutorials - EndNote X4 (Video)
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