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ENDNOTE BASIC GUIDE [Using Mozilla Firefox] 2016 INTRODUCTION What is EndNote Basic? EndNote Basic is a simplified version of the main EndNote software which can be accessed online. References can be transferred between the two programmes, so you can still use the more advanced features of the main EndNote software if you need to. Why should I use EndNote Basic? It can be accessed off-campus. It is a good means of storing your references together in one place. It is quicker than compiling your references manually. Endnote Basic name change: Please note that Endnote Basic originally was called EndNote Web and so in some of the databases and on UEL library search the name EndNote Web is still used. Limitations You still need to know the referencing style required by your school E.g. Cite them right. This is because when you insert references from Endnote Basic into a Word document, while all the required information is there, it will often not to be in exactly the right format. How do I access EndNote Basic? As a student or lecturer at UEL, you can sign up for an EndNote Basic account. In order to use EndNote Basic away from

 · Web viewThis is because when you insert references from Endnote Basic into a Word document, while all the required information is there, it will often not to be in exactly the

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Page 1:  · Web viewThis is because when you insert references from Endnote Basic into a Word document, while all the required information is there, it will often not to be in exactly the

ENDNOTE BASIC GUIDE [Using Mozilla Firefox] 2016

INTRODUCTION

What is EndNote Basic?

EndNote Basic is a simplified version of the main EndNote software which can be accessed online. References can be transferred between the two programmes, so you can still use the more advanced features of the main EndNote software if you need to.

Why should I use EndNote Basic?

It can be accessed off-campus. It is a good means of storing your references together in one place. It is quicker than compiling your references manually.

Endnote Basic name change:

Please note that Endnote Basic originally was called EndNote Web and so in some of the databases and on UEL library search the name EndNote Web is still used.

Limitations

You still need to know the referencing style required by your school E.g. Cite them right. This is because when you insert references from Endnote Basic into a Word document, while all the required information is there, it will often not to be in exactly the right format.

How do I access EndNote Basic?

As a student or lecturer at UEL, you can sign up for an EndNote Basic account. In order to use EndNote Basic away from your institution, you must first register and login from an IP authenticated workstation (ie a computer on campus). This confirms that you are a valid user with your institution and initiates Roaming access for twelve months. After twelve months, you are required to login again from an IP authenticated workstation to re-establish your association with the institution.

Register for an EndNote Basic account

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Note: This has to be done on campus.

Go to the EndNote Basic website at https://www.myendnoteweb.com/EndNoteWeb.html

Click on create an account. Type in your e-mail address. Re-type your e-mail address. Click on continue. Complete the form as indicated. Select the appropriate radio button to Opt in or Opt out for e-mail communication. Click the I Agree button indicating that you agree to the Terms and Conditions.

Open an existing EndNote Basic account

Go to the EndNote Basic website at https://www.myendnoteweb.com/EndNoteWeb.html

Type in the e-mail address which you used to register for an EndNote Basic account. Type your EndNote Basic password. Click on Login. Note: If you have forgotten your password click on the Forgot your password link to

reset your password.

HOW TO BUILD AN ENDNOTE BASIC LIBRARY

It is possible to collect references from electronic and traditional sources to add to your EndNote Basic library. In this section we will look at:

Creating a group in which to put the items for your bibliography. Creating a reference manually. Searching online catalogues through EndNote Basic. Transferring references from UEL Library Search. Transferring references from a variety of databases.

CREATING A GROUP IN WHICH TO PUT THE ITEMS FOR YOUR BIBLIOGRAPHY

Click on the Organize tab. Click on Manage My Groups. Click on New Group. In the dialogue box which appears at the top of the screen, give the folder a name

and click on OK.

CREATING A REFERENCE MANUALLY

Click on the Collect tab.

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Click on New Reference. Click on the arrow in the reference type box. From the drop-down menu select the kind of material which you require E.g. book,

journal article etc. Enter the details of the item which you have. You do not need to complete all the

fields, but you should enter enough information to create a full reference. Note: When inputting an author, type the surname; initial E.g. Giddens, A. Click on Save to save the reference. Click on the link to Unfiled located within the All My References link on the left hand

side of the screen. Select the item(s) you want to add to a group by clicking in the box(es) alongside it. Click on the arrow in the Add to group box. Select the group into which you want to put the item. You will notice that that the item goes from the unfiled folder to the group you have

selected.

SEARCHING ONLINE CATALOGUES THROUGH ENDNOTE BASIC E.G. BRITISH LIBRARY

Click on the Collect tab. Click on Online Search. Click on the arrow in the select box. From the drop-down menu select catalogue in which you wish to search E.g. British

Library. Click on Connect. Enter your search term(s). Ensure the retrieve all records option is selected. Click Search. Select the item(s) you wish to include by clicking in the box(es) alongside it. Click on the arrow in the Add to group box. Select the group into which you want to put the item(s).

TRANSFERRING REFRENCES FROM UEL LIBRARY SEARCH

To do this task you need to login to Library Search. From the Library and Learning Services webpage click on Sign in to your library

account within the blue library search box. Sign in using your UEL IT username and password. Perform your search in the usual way. Click in the star alongside the item(s) you want to transfer. Click on e-Shelf in the top right corner of the screen. Click in the box(es) for the item(s) you want to transfer. Click on the arrow in the box alongside print in the right hand side of the screen. In the drop down menu select Push to EndNote Web.

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Click on Go. From the EndNote Basic dialogue box that appears click on My References. Click on Unfiled. Click on All to select all the item(s). Click on the arrow in the Add to group box. From the drop-down menu select the group to which you want to add the

references. You will see that the references have been added to the group.

TRANSFERING REFERENCES FROM A VARIETY OF DATABASES

Many databases will allow you to transfer references into EndNote Basic without having to input them manually. We have prepared separate guides on how to transfer references from several of the databases to which UEL subscribes.

ORGANIZING YOUR RECORDS

Organize your references for your research topics and papers.

Checking for duplicates

When building your library you may find you have duplicate records. This can cause problems when using EndNote Basic with Microsoft Word. To check for and remove duplicates follow these steps:

Click on Organize. Select the group in which you want to search for duplicates by clicking in its box. Click on Find duplicates. The duplicate references are highlighted. Click on delete.

Using the quick search facility

Click on My references. Click in the quick search box and enter the search term. Use * to replace one or more characters at the end of a search term. E.g. Comput*

will retrieve computers, computing etc). Select a folder in which to search using the drop down menu below or search within

all your references Click on search. Any the references which match your search criteria will be displayed.

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USING YOUR REFERENCES TO GENERATE A BIBLIOGRAPHY

Generating a bibliography in EndNote Basic

EndNote Basic provides a bibliography feature allowing you to output your references in a specified bibliographic output style and in a specified file format to e-mail, print or save.

Click on the Format tab. Click on Bibliography. Click on the arrow in the References box. Select the reference(s) you want to format, such as the quick list or a group of

references from the drop-down menu. Click on the arrow in the Bibliographic style box and select the style you require (E.g.

Cite Them Right). Click on the arrow in the file format box and select the file type you want. Click from the Save, E-mail, Preview & print buttons. Clicking Save will open the bibliography in a word document. Using the Email option, an e-mail dialog box will appear allowing you to enter the e-

mail addresses of those to receive the e-mail, a subject and a message. The Preview & Print option opens a printable file.

USING ENDNOTE BASIC TO CREATE REFERENCES IN WORD WITH THE CITE WHILE YOU WRITETM PLUG-IN

How to install the Cite While You WriteTM Plug-in

To install the plug-in you also need to install Endnote for Desktop. Go to your application catalogue from the Desktop on a UEL PC. Search for Endnote. It will appear on the catalogue as Thomson Reuters EndNote

X7.0.2. Follow the installation procedure. When using Word, you must ensure it is set up for the version of Endnote you are

working with (i.e. Endnote for desktop or Endnote basic). To do this, go to the Endnote tab in Word at the top of the screen and click

preferences. Then click application and set to Endnote for Endnote desktop or Endnote online for

Endnote Basic accordingly.

Inserting citations into a Word document

Open your Word document. Type your sentence.

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You now want to insert a citation. Click on EndNote on the top action bar. Select the referencing style you use from the style drop down menu E.g. Cite them

right or APA. Click on Insert Citations in the top left hand corner. Use either a topic or an author keyword to look for a citation from any of your

groups within EndNote Basic. In the event of more than one citation being found highlight the one which you want

to insert. And then click insert. You will see that the citation is included in the body of the assignment and the

reference is included in the reference list in alphabetical order. However, if you are working with a source where Cite them Right requires a page

number within the in-text citation you will now need to add your page number. To do this, from the EndNote Web Tab within Word, click Edit Citation(s). Click the source which you are citing. In the pages section of the dialog box enter the page number(s) you are citing. Enter the numbers only, do not include p. or pp. etc. Click OK. You will now see the page number has been inserted.

Deleting and partially editing your citations

You cannot edit/delete citations directly from Word because the changes will not be permanent as EndNote Basic will overwrite them.

To delete a citation from your Word document click on EndNote Web. Click on Edit Citation(s). From the dialog box that appears click on the citation you would like to edit. Click the drop down arrow to the right of the Edit Reference tab and then select

Remove Citation. From the dialog box that appears you can also make other edits such as to the page

numbers for each citation.

Fully editing your citations

When importing citations into Word you may find that the format is not as you require.

As already mentioned you cannot simply edit citations in your Word document. You have to do it through the Edit Citation(s) tab in Word. However, you may find that this does not enable you to make the changes you require as it is limited.

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In such cases, one option is to disconnect Word from Endnote basic and then you can edit the text as you wish.

However this will mean all your citations will become disconnected so you will no longer be able to edit them within Endnote Basic.

As such we recommend saving a document before doing this. Also we recommend waiting until you have completed the document and require

no further citations. If you did try and return to Endnote Basic and add further citations it will be

impossible to integrate the references into one reference list. Once you are ready, within the Endnote Basic tab click Convert Citations and

Bibliography and then Convert to Plain Text. You can now edit as you wish.

POTENTIAL PROBLEMS

You might find that when you come to insert a citation into your word document it appears in curly brackets. Once this has happened the problem will persist until solved.

Because this procedure could delete your data, we recommend you save your file with a different name and apply the fix on the new file.

To apply the fix follow these steps:

From your word document click on EndNote Web. Then click Convert Citations and Bibliography. Then click Convert to Unformatted Citations. You will see now that all your citations appear in curly brackets. Then within EndNote click Update Citations and Bibliography. You will see that all your references should appear in the correct format. From now on you should no longer experience this problem. However if you encounter it again simply repeat these steps.

FURTHER SUPPORT

For further support you can:

Contact the Library: http://www.uel.ac.uk/lls/support/askalibrarian/. Go to the help section within EndNote Web by clicking the help link in the top right

hand corner of the screen.

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Also for up you date help you could try searching within the Thomson Reuters Community forum at http://community.thomsonreuters.com/.

Jan 16 (NB and RS)