EndNote X7: Exercises. Fall 2013
        by Susan Koskinen,skoskine@library.berkeley.edu
Part I.
Libraries & Citations
Part II. Preferences
Part III. Insert references
Part IV. Format Bibliographies
  Under File - select New
Name & SAVE your new library. Make sure the Save in: box shows the EndNote folder.

       ADD REFERENCES to your Endnote Library -- use the following methods, you may have to try different methods.
1. DIRECT EXPORT - records directly from a database & use Online Connection.
2. IMPORT -records from a database that uses a filter.
3. ENTER - references manually.
4. EndNote WEB (new)

1. DIRECT EXPORT: use online search from Endnote to the catalogs and databases.EXPORT records directly from a database (or index)
  Web of Knowledge (Web of Science, BIOSIS), JSTOR, Melvyl, OskiCat, Academic Search Complete & Google Scholar allow exporting directly from the database into Endnote.
    •  Web of Science, or BIOSIS - OPEN
  •  Search title or keywords: "supersymmetry"
  •  Select records you want to export. Click on Save to Endnote, Refworks or other...
  •  Click on Export / Citing (top menu bar).
  •  Endnote will open & download your citations in the imported citations folder or use your default library.

  •  Agricola - Open (Proquest includes GeoRef, and others)
  •  Search keywords: "carbon ecosystem"
  •  Save the records you want to export.
  •  Click on download & Select "RIS, Endnote..." (includes a BibTeX choice)
  •  Click on Download to export your marked records to Endnote or Refworks.
  •  Endnote will open, you may have to select the library or use your default library.

   OskiCat - UC Berkeley Library catalog. 2. Connection File: U Calif Berkeley for OskiCat
   Use DOWNLOAD or (Online Search)
  •  FIRST; edit your ENDNOTE Connection Manager -save as a favorite, U Calif-Berkeley
  •  Under tools - Online Search - enter - 'dark energy'
  •  Save results to your library.
  OR EXPORT: (records from OskiCat to EndNnote)
    •  Open: OskiCat
  •  Search: keyword = “supersymmetry”.
  •  Save selected records, click on “View Saved”
  •  Click Export Saved.
  •  Click on ‘Format of List’ Endnote/Refworks.
  •  Send List to:  Local Disk. (must be a .txt file).
  Open EndNote & Your Library.
    1. File > Import: File. Browse to the .txt file that you saved.
  2. Import Option - select the Innopac filter or if available -= U of California, Berkeley filter.
  3. Click the Import Button.
  4. View imported records.

  MELVYL - UC Catalog
  DOWNLOAD SINGLE Reference one record at a time
    1. Search for keywords:  light beams
Click on the Title LINK to display full record.
  3. Click on Cite/Export to Endnote link.
   IMPORT MULTIPLE References: ** VERY IMPORTANT: You MUST Sign in to your account or create one.
    1. Search keywords: exoplanets
  2. Select citations to export.
  3.Click Save to: select [New List] or an existing list.
  4. Click your user name (top right corner of page).   Click the title of the list you just created.
  5. Click the Citations View tab.
  6. Make sure all your citations are selected (this is the default).
  7. In Export selected references drop down menu, select Endnote or RefWorks.
  8. Click Export.

3. IMPORT TEXT files into your Endnote Library. Use a matching filter.
  PubMed, GeoRef, and MathSciNet allow IMPORT only from the database into Endnote on your computer.
For a list of indexes go to: http://www.lib.berkeley.edu/PHYS/cal.html.
    •  PubMed - OPEN.
  •  Keyword search: "sick building syndrome"
  •  Save citations
  •  Under Send To: select Citation Manager
  •  Click on Create File
  •  Your ENDNOTE program should open & save the citations to your library.
Each text file will import records from only one database or catalog. Name your file.
  ONLINE SEARCH from Endnote to Melvyl (and other files).  Make sure that your Connection Files are up to date, if not, go to Endnote.com. Disable your firewall & allow pop-ups.

4. ENTER REFERENCECE or CITATIONS MANUALLY. this may be the most direct way to get your information into your library.
   In Endnote > References | New Reference (Ctrl+N). or click on button
  Journal Article is the default format for a new reference.
Use the drop-down menu to see the list of types, fields will vary, depending on the reference type.

1. Choose Reference Type:  Book or other...
2. ENTER this text into each field:

  Author: Cole, George H.A.
Year: 2006
Title: Wandering stars: about planets and exo-planets: an introductory notebook.
Publisher: Imperial College Press; Distributed by World Scientific.
Enter URL: http://ebooks.cambridge.org . Click it. Browser will open to full text of this book.
  3. SAVE reference & CLOSE window, [click on the X or use CNTRL S (save)]
4. You will see the reference highlighted in your library.
     – Insert ATTACHED FILE into a record field. Important to use for PDFs.
2. From references choose File Attachments / Attach File.
3. Open the Program files/EndNote/Examples folder. Select Hominid Evolution.xls. OK
4. In CAPTION FIELD, enter Hominid Evolution. close the reference window.
5. Select a reference. Use the Show Preview / Hide Preview button to see selected styles.
                Other types of files, like word docs or PDFs can be inserted into the Files attachment field.

     – Insert an IMAGE FILE into a record field. (jpeg, gif, png. etc. pdf or other type of document)
  1. Tab to FIGURE FIELD or click on the icon for ADD FIGURE.
2. From References choose Figure/Attach Figure.
3. Open the Program Files/EndNote/ Examples folder. Select Feather2.BMP. open. OK
4. In CAPTION FIELD, enter Crest Feathering.  Close the reference window.
5. Click on the lower X or save this information. Close the window.
6. Use the Show Preview / Hide Preview button to see the style that is currently selected.

5. EndNote WEB - now called EndNote Sync. go to endnote.com
  1. go to EndNote.com and register online to access your web account.
2. Log-in: Enter your email address + your password.
          Click on Organize: Manage my Groups, Create a new group or enter the title of an existing Endnote Library.
3. ENDNOTE under EndNote Web - click on Transfer/Sync option, to or from the web groups.
4. You can also IMPORT directly from the databases into your EndNote Web group.

Part II. PREFERENCES: Modify your Preferences to suit your needs
        1. Set DEFAULT Library – to open when the program starts
  1. EDIT > Preferences.
2. Select Libraries in left column. Select: Open the specified libraries from the menu.
3. Click Add Open Libraries.  You may choose to delete the other libraries from the list. Apply
         2. Change DISPLAY FIELDS in the library window.
  1. Choose Display fields in the Preferences list.
2. Next to Column 1, choose Author from the drop-down menu.
3. Next to Column 2, choose Year.
4. Next to column 3, choose Title-- Apply.
        3. Modify REFERENCE TYPES
  1. Select Reference Types in the left column.
2. Click the Modify Reference Types Button
Scroll to Custom 1. Add field name -- Apply to all or not.
        4. Enable UC-eLinks. > Choose URLs & Links. OPTIONAL
  1. Under URL arguments: replace “WOS” with “EndNote”
2. change this exact text in the argument below. ?sid=ISI:EndNote&aufirst=AUFIRST&aulast=AULAST&issn=ISSN&isbn=ISBN&atitle=ATITLE &title=TITLE&volume=VOLUME&issue=ISSUE&date=DATE&spage=SPAGE&epage=EPAGE
Select apply and OK.
To check UC eLinks: Under References - Choose URL/OpenURL
5. UC-eLinks window will open with your citation and full text retrieval options.
       5. OPEN URLs & LINKS

1. Enter the OpenURL Path Field: http://ucelinks.cdlib.org:8888/sfx_local
2. Select apply and OK.
3. Using UC-eLinks: choose openURL/OPENURL. UC-eLinks Window will pen with your citation & full text retrieval options

        6. Find Full Text.
  1. Check the OpenURL box.
2. Select Apply and Okay.

     MANAGERS – allow you to ADD & EDIT > Output Styles, Import Filters, Connection Files.
  Allow you to create lists of favorites displayed in the drop down menu.
Output Styles = bibliographic formats.
Import Filters = citations into Endnote. Must match the file that you are importing. Under: Library Catalogs - add U California
Connection Files – allow you to connect to online indexes and library catalogs. Add U Calif-Berkeley.
Create your favorites list: Open Output style manager: check boxes of your favorite styles to use on the drop-down menu.
    •  EndNote - Select the style for your bibliography using the favorites menu.
  •  Select references in your library.  Click Preview to see the current selected style.
  •  Open Word; open a new document. Begin writing.
  •  Insert a citation: Tools > EndNote / Go to EndNote.
  •  Select the citation(s) you wish to insert. Use Shift to select a range of citations; use Ctrl to select assorted citations.
  •  From Tools / Cite While You Write >Insert Selected Citation(s). The bibliography is created as you write OR select format bibliography.
  You can insert citations while working in Word, if you have references in EndNote. Choose Insert Selected Citation(s) from the Tools/EndNote X menu in Word.
     Continue writing.
    •  Create a NOTE using Tools > Insert Note.
  •  In your Word document, Tools > Endnote X7/ Find Citation(s).
  •  Type Berenbaum in the Find box. Search. Select the citation(s), and use the Insert button.
     Continue writing.
    •  Insert an IMAGE.
  •  From Tools > Endnote / Find Figure(s).  Use the search window to find the reference with the image.
  •  In Find, type Osorio. Use the Insert button.
  •  Select Where in the paper you would like the images & files to appear.
  •  In the Find box, type Milkirk.
  •  From Tools > Endnote / Format Bibliography.
Change the style of your bibliography using the drop-down menu in With output style:
Use the OK button to re-format your bibliography
Note other tab options in the dialog box.
       Use Manuscript Templates
    •  In EndNote, >Tools, >Manuscript Templates.
  •  OR In Word, from File, choose New & use the EndNote tab to see the templates.
  •  Select a template from the list in the Manuscript Template dialog box.  Open. (Enable Macros)
  •  Enter information requested by the template wizard. 
  •  you may de-select sections you do not wish to include, the checked items are required by the publisher of the selected journal. 
  •  Click Finish to complete and display new document.
The wizard places the information you supplied in the appropriate places in the document. Depends on the publisher.
Follow steps above to insert citations, notes, images, files to your document and to format your bibliography.  Watch for character limits, are subheadings required, font and style information, etc.

     A. Copy formatted method
  1. EndNote > select Output Style (Edit/Output Styles).
2. Select references from your reference library. From Edit > Copy Formatted (Ctrl+K).
3. Open a Word document; place the cursor where you want the reference(s) to appear.
4. From Edit > Paste (Ctrl+V).
     B. Export References
  1. EndNote, select Output Style.
2. Sort the library (references are exported in the order that shows in the window).
3. Select the references you wish to export. From File > Export.
4. Select file name, file type and destination (“Save in :”) for your bibliography.
5. Open the text file you have just created in a word processor to edit or print.
6. Drag-and-drop (not all word processing programs support this method)
7. In EndNote, select an Output Style.
8. Select citations from your reference library.
8. Hold Ctrl key and drag the references from the library to your word processing document.
When using drag-and-drop you can Tile your windows:  Click the right mouse button in the gray space on the Task bar (the bar with the Start button).  Choose Tile Horizontally or Tile Vertically.
     C. Create a subject bibliography
  1. Library > Tools, choose Subject Bibliography. Keywords. OK.
2. Subject Terms/ Keywords search box corresponds to keywords in the keyword fields of references in your library.
3. Select subject terms to use as subject headings in your bibliography. OK. The bibliography is formatted on the screen.
4. Click Layout button to modify the layout and style of your bibliography.
5. Click on the tabs, References, Terms, Page Layout and Bibliography Layout.
6. Verify or change the settings.
7. Once your bibliography is set up, display with Print Preview, print, or save. Close.
     D. GROUPS

1. From Groups, choose Create Group. Use Custom to Name your Group.
2. Click on All References under groups to be sure all your references are showing.
3. Click on the reference to add into your group. Hold down the shift or control key for more than one.
4. Drag the selected reference to the new group. Or choose Add Reference to on the Groups menu.
5. You can create up to 500 Custom and Smart groups.
6. Smart Groups use search criteria to update dynamically references as new references are added to the library.

For more information use these links. Citation & Document Management, Science Libraries, and the Bioscience and Natural Resources Library.  http://www.lib.berkeley.edu/sciences/managing_citations
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Last update: 10.10.13