Using EndNote X7 Fall 2015 [email protected]

Virtual EndNote Help

Real Live EndNote Help!

[email protected] [email protected]

Today with your EndNote library • Set it up • Fill it up • Clean it up • Organize it • Enjoy it (CWYW) • Keep it safe

Libraries It’s best to have ONE library and organize your research by groups.

Find your way around

Set it up!

Setup EndNote online account • Use the Sync button to start the process • Login is an e-mail address • Very picky about passwords – must follow the rules listed! • Jot down your login and password

Edit Preferences • Record your EndNote online account information in EndNote (Preferences, Sync) • Tell EndNote what to do when it starts (Preferences, Libraries) • Find Full Text (Preferences, Find Full Text)

Find Full Text settings • The OPEN URL PATH should be: http://utc.on.worldcat.org/atoztitles/link

• The AUTHENTICATE WITH URL should be: https://proxy.lib.utc.edu/login

Fill ‘er up!

Filling your library 1. Import from Library databases or the Library search box 2. Enter manually

Add a Reference Manually Title: Eaarth: Making a life on a tough new planet Author: Bill McKibben Publisher: Henry Holt & Co. Place of publication: New York, NY Year of publication: 2010 ISBN: 0312541198

Saving your changes • Add or edit a reference • Windows: Click on black X in the upper right of screen • Mac: Click on red button, upper left • You’ll be asked if you want to save your changes • You’ll be asked if you want EndNote to stop asking!

From the Library search box • • • • •

Do your search. Click on the title. Cite/Export Export to EndNote/Reference Manager Save (if necessary) Open the file using EndNote as the application

Importing Help • For help, see the EndNote page on the library website

Clean it up!

Author names • Enter your author names as last name, first name • Each author on a separate line in the Author field. No spaces before or after the name.

Authors, cont. • Corporate authors require a comma at the end of the name. Examples:  Association for EndNote Enthusiasts,  American Red Cross,  University of Tennessee at Chattanooga,

Article and book titles • No punctuation at the end • Don’t use the Enter key • Capitalizing is more complicated. (The simple answer is capitalize your title the way your dominant style requires.)

EndNote for Windows Users: • Highlight the title

EndNote for Mac • Highlight title • Edit • Change case

Don’t forget the PDF! 1. Use View Now or GetIt@UTC to find the full text if necessary 2. Save the PDF to a folder on your hard drive 3. Attach the PDF to the reference in EndNote

Attaching PDFs • Select the reference • References, File Attachments, Attach File • Browse for the appropriate PDF • NOTE: You can also attach PDFs to EndNote online records.

Organize it!

Groups Use groups to organize your research. A reference can belong to no groups, one group, or multiple groups. Groups can also be shared with other EndNote online users.

Types of Groups in EndNote Desktop • Groups • Group Sets • Smart Groups • NOTE: EndNote online doesn’t support Group Sets or Smart Groups.

Transfer to/from EndNote Online Use EndNote online to collect references when you’re away from your computer. Sync from EndNote desktop.

Using EndNote Online

Do unto online as you would have it do unto your library (and vice versa)

Enjoy it!

Word and Endnote • Word works with EndNote desktop and online. • Insert a citation, it’s also added to the bibliography. • References update automatically.

Insert Citation(s) • Place cursor where you want the in-text citation to appear. • On Word’s EndNote X7 menu, choose Insert Citation(s). Mac: Tools, EndNote X7, Insert Citation(s). • Search for a term, author name, etc. • Highlight the reference(s) and Insert

Editing a Citation • Never do it directly. • Click on citation • Choose Edit & Manage Citations on the Endnote menu • You still need the style manual to know what to do!

Configure the bibliography • Line spacing • Font • Font size

Configuring the bibliography (Windows)

Configuring the bibliography (Mac)

Line Spacing in Bibliography

Keep it safe - duplicate!

Making a backup of your library • File • Compressed Library (.enlx)

NOTE: Backup regularly. Put your backup copy somewhere safe. Remember…LOCKSS (Lots of Copies Keeps Stuff Safe)

Any time you need help

[email protected] 423-425-2672 [email protected] 423-425-2673