Easy Bibliographies with EndNote

1
Easy Bibliographies with EndNote

• Steve Duecker
• Information Services Librarian
• Ball State University
• skduecker_at_bsu.edu

2
Here is What Well Talk About

• Setting up EndNote
• Creating libraries
• Importing citations
• Working with imported citations
• Entering your own citations
• Merging EndNote libraries.
• Exporting citations
• Using EndNote with Word
• Formatting your bibliography
• Submitting your document for publication
• Using Manuscript Templates

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But First an important point

• Save your EndNote library to a remove-able disk.
• Backing up your EndNote Library.
• Click on File and then Save a Copy
• Select the appropriate drive
• Press Save
• Note
• To make a back up copy enter another file name
  such as library_copy.

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Setting up EndNote

• Once you have installed EndNote you may want to
  add do a few things to make it easier to use.
• Add Import Filters for databases
• Add Output Styles (e.g. APA, MLA, etc.)
• Add the correct connection file for CardCat

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Adding Import Filters

• Import filters allow you to import citations from
  databases.
• To add import filters click on
• Edit
• Import Filters
• Open Filter Manager
• Either scroll down the list or search it using
  Find
• Select filters for the database you will be
  importing citations from

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Adding Output Styles

• Output styles are citation styles.
• To add a citation style click on
• Edit
• Output Styles
• Open Style Manager
• Either scroll down the list or search it using
  Find
• Select the citation style you would like to use

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Adding a Connection File

• Connection files allow you to search a database
  from within EndNote by connecting to the
  database.
• At present you may only search CardCat from
  within EndNote.
• To add a connection click on
• Edit
• Connection Files
• Open Connection Manager

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Importing a New Connection File

• The connection file for CardCat in EndNote is
  incorrect. To correct this go to the following
  Web page.
• http//www.bsu.edu/library/librarycatalogs/savecon
  nection/

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Searching CardCat using EndNote

• To search CardCat from within EndNote click on
• Tools
• Connect
• Select ball_state_u from the connection list
• Enter your search terms and press Search
• Select records from the results list to add to
  your library

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Creating New Libraries

• Citations are stored in libraries.
• When you open EndNote, it will prompt you to
  create a new library.
• You may also create a library by clicking on
• File
• New
• Enter a name for your library and press Save

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Importing Citations

• To import a list of citations create a list by
  marking and saving citations from a database
  results list.
• Open the EndNote library you wish to add
  citations to by clicking on File gt Import
• Choose the database that the citations came from
  using the drop down box next to Import Options

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Importing Citations (contd.)

• Select the file containing the citations by
  clicking on Choose File
• Click on Import
• If you have selected the correct filter the
  citations will appear in your library

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Working with Citations

• Searching a citation library.
• Open a library
• Click on References gt Search References
• Enter your search terms and press Search
• Removing duplicates from the list click on
• References gt Find duplicates
• References gt Delete References
• Click Ok

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Entering Your Own Citations

• Not all of your sources will come from databases
  you will want to be able to enter citations on
  your own.
• To enter a citation
• Click on References gt New Reference
• Select the format of your resource from the
  dropdown box
• Enter the information in the space provided

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Merging EndNote Libraries

• There are two ways you may merge EndNote
  libraries.
• Method 1
• Open the library you want to import citations
  into
• Click on File gt Import
• Choose EndNote Library from the Import Option
  dropdown box
• Next select the library you wish to import from
  by pressing Choose File

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Merging EndNote Libraries (contd.)

• Method 2
• Open both the library you want to import from and
  import to
• Highlight the citation or citations you wish to
  import
• Drag the citations to the library you wish to
  import to
• Note
• To highlight all of them press CntrlA.

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MergingEven More

• It is a good idea to make sure that you remove
  the duplicate any records resultant from the
  merge. This will prevent you from using
  identical citations to format different
  citations.
• When you merge 2 libraries, it is best not to use
  the merged library with the paper you merged the
  library from. The record numbers from the
  citations will not mach up.

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Exporting Citations

• You may create a bibliography or works cited page
  by exporting the citations in your library.
• To export citations
• Click on References gt Show All References
• Click on File gt Export
• In the box next to Save as Type select .rtf
• Enter a file name for your bibliography
• Click on Save

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Creating a Bibliography (method 2)

• From within EndNote open a library
• Go to Tools gt Cite While you Write gt Insert
  Selected Citation(s)
• Note Use this method if you would like to use
  EndNote to format your bibliography.

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Using EndNote with Word

• When you install EndNote it modifies the Tools
  menu in Microsoft Word to include EndNote tools.
• These tools allow you to
• Insert a reference from within a document
• Format a bibliography

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Inserting a Reference While in Word

• You can insert a reference from within Word by
  clicking on
• Tools
• EndNote9
• Find Citation(s)
• Enter your search term and click on Search.

22
Formatting a Bibliography

• Changing citation the style
• Giving your bibliography a title
• Changing default indents
• Changing spacing between references

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Changing Citation the Style

• Open your bibliography in Word.
• Go to EndNote
• Click on Tools gt Cite While You Write
• Select the Format Bibliography
• Select the style you prefer from the With output
  style dropdown box

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Giving Your Bibliography a Title

• From within Word select Tools then EndNote9
• Next select Format Bibliography
• Click on the Layout tab
• Enter your title
• Note You can change font and font size by
  clicking on Text Format.

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Changing Default Indents

• From within Word select Tools then EndNote9
• Next select Format Bibliography
• Click on the Layout tab
• If you would like left your bibliography to be
  aligned change the hanging indent to zero

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Changing Spacing Between References

• From within Word select
• Tools gt EndNote9
• Next select Format Bibliography
• Click on the Layout tab
• Make changes

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Submitting Your Doc for Publication

• Before you submit your document for publication
  you may want to remove the field codes in your
  paper and bibliography. The fields may create a
  problem for the publisher.
• To remove field codes
• Open your Word document
• Click on the Tools gt Remove Fields Icon
• You will see a message informing you that a new
  document will be created without codes
• Save the new document with another name

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Using Manuscript Templates

• EndNote includes various templates that set up
  the proper margins, fonts, spacing, etc. To use
  a template
• From within EndNote click on Tools and then
  Manuscript Templates
• Select a the template for your citations style.
  This will open a wizard
• You will be prompted to enable macros
• Enable macros and complete the wizard

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Final Words

• Feel free to contact me for assistance
• Steve Duecker
• [phone]
• skduecker_at_bsu.edu
• Thank you for coming!