HKU. Discover Organize Write & Cite Workshop I Introduction to Endnote. The Why, Who, Where and How 2-4

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1 HKU Discover Organize Write & Cite Workshop I Introduction to Endnote I Basic Set Up The Why, Who, Where and How -4 and Create an Endnote Library II Method : Manual input 5-0 Extra: Change citation styles Method : Direct export -3 Method 3: Save and import 4-6 Extra: Instructions for specific databases 7 Remove duplicates 8 Backup your library 9 III Cite While You Write. What is CWYW? 0. The Endnote Toolbar in Word 003 and How to use CWYW (Word 007)? Step : Insert a citation -3 Extra: Instant formatting 4 Extra: Change citation style 5 Step : Edit, manage and remove citation(s) 6-7 Step 3: Remove field codes 8 Extra: Questions on Endnote 8 September 0

2 I Basic Set Up. Why Endnote? A bibliographical management software that helps you organize your readings and cite the sources while writing your paper. Keep a record of your reading materials in an Endnote library Insert in-text citations to acknowledge the work of another person. Automatically create the reference list in your essay. Format the essay according to a selected citation style, e.g. APA style.. Endnote Workshop I HKU Libraries

3 I Basic Set Up What if you do not acknowledge others works? This will constitute plagiarism. Find out more at Who can download? HKU has taken out an Endnote site licence which permits current HKU staff and students to use Endnote both on campus and on their home PC. 3. Where is the website? URL: lib.hku.hk/endnote Download a copy of the Endnote Learn how to use Endnote Latest Endnote news by subscribing to the RSS feed or follow us on Twitter 4. How to download and install Endnote? Refer to the Downloading and Installation Guide: Important: Please read the Conditions of Use! Endnote Workshop I 3 HKU Libraries

4 I Basic Set Up 5. Create an Endnote Library Select from the top bar menu: File > New Enter a filename, e.g. animals. The default extension is enl. animals.enl Note: For HKUL PCs, save all your files to the S:drive. How many libraries can I create? You can create as many libraries you like. Normally we create one library for each distinct research topic. Then, use the Groups feature to manage the references. More on Groups in Workshop III Endnote Workshop I 4 HKU Libraries

5 II Method : Manual input Click on the New Reference icon from the Endnote top icon bar. Select the reference type, e.g. book, journal article 3 Enter the citation information, e.g. author, title, year. 4 Close the window when done. This will save the reference to your library. Endnote Workshop I 5 HKU Libraries

6 II Special Note Author Names Personal names First Middle Last (no comma) Last, First Middle (comma after the last name) Corporate author Organization, ( comma after the organization name) Department,, Organization ( commas after the department name) More than one author Enter one author per line. Auto-complete For author names that are already in the library, Endnote will auto-complete the name after you have typed in the first few letters. If the author is a new name, it will appear in red, but will change to black when the reference is saved. Endnote Workshop I 6 HKU Libraries

7 II Special Note Dates and Page Numbers Dates Enter dates as you would like them to appear in your formatted list or bibliography. EndNote does not reformat dates. Austin, C. (009, Aug 0). Happy 4th birthday! Now what about kids? South China Morning Post, p.. Austin, C. (009, August 0). Happy 4th birthday! Now what about kids? South China Morning Post, p.. Austin, C. (009, 0 August ). Happy 4th birthday! Now what about kids? South China Morning Post, p.. Page Numbers Format for page ranges: - complete - abbreviated Do not use commas X Endnote Workshop I 7 HKU Libraries

8 II Exercise Manual Input: A book Endnote Workshop I 8 HKU Libraries

9 II Exercise Manual Input: A journal article BIOLOGICAL CONSERVATION 4 () Endnote Workshop I 9 HKU Libraries

10 II Exercise 3 (C) Manual Input: A webpage Endnote Workshop I 0 HKU Libraries

11 II Change citation style Open the pull-down menu for Output Style. Choose Select Another Style. Enter name of your citation style and then press Enter. 3 Highlight the style and click on Choose. 4 In the preview pane, the citation will be changed to the selected style. Endnote Workshop I HKU Libraries

12 II Method : Direct Export Database : Academic Search Premier (ASP) Step Search the database and select records Step Direct Export to Endnote Step Search ASP and select records Access ASP: HKUL Homepage > Electronic Resources > Key English E-resources > EBSCOhost research databases Enter a search statement in ASP e.g. giant panda and conservation 3 On the result list, click on Add to folder to select the desired records. (Note: To select all records on the page, click on Alert/Save/Share > Results (-0)) Endnote Workshop I HKU Libraries

13 II Step Direct Export to Endnote Once all records are marked, click on the Folder icon. Tick the checkbox to select all records 3 Click on the Export icon. 4 Select Direct Export to Endnote and then click on the Save button. 5 The records will be imported into your Endnote library. Endnote Workshop I 3 HKU Libraries

14 II Method 3: Save and Import Database: Dragon, HKUL Catalogue Step Search Dragon Step Save Step 3 Import Step Search Dragon and select your records Search Dragon: HKUL Homepage > Dragon (HKUL Catalogue) > Keyword/ Phrase From the result list, check those which you consider as relevant. 3 Click on Save Marked Records. 5 Once you have gone through all the result pages, click on Export Saved List. 4 Repeat and 3 for the other result pages. Endnote Workshop I 4 HKU Libraries

15 II Step Save the results Select End-Note Select Local Disk 3 Click on Submit 4 Click on Save (Note: For PCs in the HKU Libraries, please save your file to the S:drive.) Endnote Workshop I 5 HKU Libraries

16 II Step 3 Import the results to Endnote Click on Import icon Choose the file you have saved in step. 3 Select Endnote Import (Dragon, U of Hong Kong) as the Import Option. (See note) 4 Click on Import 5 The results from Dragon will be imported into your library. Click on All References to display all citations in your library. Note:. Download the Dragon Filter at the > Download Endnote.. First time users should select Other Filters and then locate this Dragon Filter from the list. Endnote Workshop I 6 HKU Libraries

17 II Instructions for Specific Databases Database-specific quick guides for exporting/ importing records to Endnote available at: web page ( > Training and Support Endnote Workshop I 7 HKU Libraries

18 Remove Duplicates From the top bar menu, choose References > Find Duplicates Although the two records refer to the same reference, Endnote assigns each with a unique record number. (Note: If you are citing the same reference multiple times, select the reference under a unique record number. Otherwise, the cited reference may be treated as two different citations.) 3 Different data of the records is highlighted for comparison. Select the record you would like to keep. To keep both records, click on Skip. (Note: Make sure the deleted record has not been cited in any of your Word documents.) Endnote Workshop I 8 HKU Libraries

19 II Back up your Endnote Library! (a) Save a Copy Produce a copy of both the enl and the Data folder. Select File > Save a Copy (b) Compressed Library Save as a single file, making it convenient to send it by . Select File > Compressed Library Select your options (a) Create/ Create and ? (b) All references or selected references from a group? (c) With or without the file attachments? Note: If recipient of the compressed library does not have access rights to the pdf full text, choose Without file attachments. a c b Endnote Workshop I 9 HKU Libraries

20 III Cite While You Write (CWYW). What is CWYW? Endnote s CWYW (Cite While You Write) helps you: Insert in-text citations Build the Reference List Insert figures and charts Format the citation style of the entire essay Endnote Workshop I 0 HKU Libraries

21 IV Cite While You Write. The Endnote Toolbar in Microsoft Word An Endnote toolbar will appear in Word once Endnote is installed on your PC. Note: If the Endnote toolbar disappeared, open it from the top bar menu: View > Toolbars > Endnote X5 Endnote Workshop I HKU Libraries

22 IV Cite While You Write 3. How to use CWYW (Word 007)? Step Method A Insert a citation Find citation In Word, place the cursor where you would like to insert your in-text citation. Select Insert Citation > Find Citation Find your citation. Then, highlight the desired citation, and click on Insert. 3 The in-text citation and the reference will be inserted into your document. Endnote Workshop I HKU Libraries

23 IV Cite While You Write Step Method B Insert a citation Insert Selected Citation In Endnote, highlight the desired citation. In your Word document, place the cursor where you would like to insert your in-text citation. Select Insert Citation > Insert Selected Citation(s) 3 The in-text citation and the reference will be inserted into your document. Endnote Workshop I 3 HKU Libraries

24 IV Cite While You Write Field codes only? No in-text citation and reference? Turn on Instant Formatting! In the Bibliography tab section, click on the Dialog Launcher. Click on the tab for Instant Formatting 3 Click on the Turn On button. 4 Click on OK. Endnote Workshop I 4 HKU Libraries

25 IV Cite While You Write Change the citation style In the Bibliography tab section, open the Style pull-down menu. Select your desired citation style, e.g. APA 6th. Can t find the Citation Style? From the Style pull-down menu, choose Select Another Style. If the style is not on the list, visit Endnote website There are more than 5,000 styles there! Endnote Workshop I 5 HKU Libraries

26 IV Cite While You Write Step Edit & Manage Citation(s) Place your cursor on the in-text citation you would like to edit. The citation will turn grey. From the Citations tab section, click on Edit & Manage Citation(s). 3 Specify your options, e.g. Exclude Author, add page numbers (Note: Pages works with some styles only. Use Suffix to add page numbers to an in-text citation.) Endnote Workshop I 6 HKU Libraries

27 IV Cite While You Write 4 The in-text citation will be changed accordingly. Removing a Citation Important: DO NOT remove citations using the delete function in Word. To remove citation: From the Edit & Manage Citation(s) menu, highlight the desired citation. Open the pull down menu for Edit Reference, and then select Remove Citation. 3 Click on OK. Endnote Workshop I 7 HKU Libraries

28 IV Cite While You Write Step 3 Remove Field Codes Before submitting your paper, you may wish to remove the Endnote field codes. The recipient can then view the document properly without using Endnote. To remove field codes, select: Convert Citations and Bibliography > Convert to Plain Text A new Word document will be created. Click on OK and save the file under a new filename. Questions on Endnote? On-site: Information Counter, Level 3,Main Library Telephone: hkulref@hkucc.hku.hk Wiki@HKUL: kb.lib.hku.hk/wiki/endnote WIKI@HKUL A great place to share experience in the use of Endnote and to explore the FAQ on this wiki platform! Training and Support: lib.hku.hk/endnote/support.html Learn from the online tutorials and quick guides! Endnote Workshop I 8 HKU Libraries