How to get started with EndNote X5

How to get started with EndNote X5
BI Norwegian Business School Library
January 2012
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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 (Cite While You Write) ............. 16
How to edit and delete citations in the text document ................................................. 19
Editing citations ...................................................................................................... 19
Excluding Author .................................................................................................... 20
Deleting citations .................................................................................................... 21
Compressed library .................................................................................................... 22
Contact information and support ................................................................................ 23
Contact persons ..................................................................................................... 23
Web resources / Documentation ............................................................................. 23
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How to install EndNote
See our webpages for more information about EndNote
http://www.bi.edu/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 January 27 2012].
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 X5 you have to download a connection file to search BIBSYS Ask. See
http://www.bi.edu/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 strongly recommend to perform the 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 some 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.edu/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.edu/BibliotekFiles/_nedlastingsfiler/endnote/Import%20references%20to
%20Endnote_X5.pdf
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EndNote styles
Here you can select which style to use in your word-document.
BI recommends that you use a style based on the Chicago 16B-style.
MSc-students within Organizational Psychology can use the APA 6th-style
To find the APA 6th – BI, Chicago 16th - BI English and Chicago 16th - BI Norsk
styles in this menu you have to download them from
http://www.bi.edu/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
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Mark/click on the reference(s) you want, click Insert and the reference is inserted into
the text:
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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
Type in the cited page
numbers here.
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Excluding Author
Or:
Mark the citation and Right-Click:
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Deleting citations
Mark the citation and click Edit & Manage Citation
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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.
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Contact information and support
All questions regarding EndNote can be directed to endnote@bi.no
Contact persons
Anders Erdal:
E-mail: anders.erdal@bi.no
Phone: 46 41 02 46
Astrid Heltne:
E-mail. astrid.heltne@bi.no
Phone: 46 41 02 54
Marianne Høksaas
E-mail: marianne.hoksaas@bi.no
Ole A. Solberg
E-mail: ole.a.solberg@bi.no
Web resources / Documentation
General information
How to get started with EndNote (.PDF) - version X5
MyEndNoteWeb – Web-version of EndNote
Online tutorials (video)
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