EndNote Online. 1: Introduction... 1 Registering for EndNote Online... 2

Transcription

1 General Guide EndNte Online 1: Intrductin... 1 Registering fr EndNte Online : Adding references t EndNte... 2 Saving references frm Library Search... 3 Cllecting references frm ther databases... 5 Attaching PDFs... 7 Creating references manually : Organising yur references... 9 Creating grups... 9 Managing duplicate recrds : Cite While Yu Write At hme: installing the tlbar in Wrd At university: accessing the tlbar in Wrd Inserting citatins and references Direct qutatins and page numbers Changing the citatin frmat Multiple citatins Secndary citatins Deleting citatins A cuple f things that might g wrng Getting help Appendix: Saving recrds frm ther databases : Intrductin EndNte Online is a web-based versin f the EndNte sftware. It is a bibligraphic management tl that allws yu t save references fr bks, jurnal articles, webpages and ther surces int a persnal accunt as yu carry ut yur research. Because it is n the web yu can use it anywhere yu have internet access. Yu can then use EndNte t insert citatins int yur text, and create a reference list (bibligraphy) at the end f yur assignment r dissertatin, which will be autmatically and crrectly frmatted in the APA 6 th style required fr mst curses at Salfrd r any ther style yu want. 1 [January 2018 Anne Sherwin]

2 Registering fr EndNte Online T use EndNte Online yu will need t make yurself an accunt. G t: Click the LOGIN link in the tp right-hand crner f the screen. Click the Sign up link. Enter yur address, first and last names in the bxes prvided, and make yurself a passwrd fllwing the guidelines prvided. When yu have cmpleted this, click the Sign up buttn. A cnfirmatin will be sent t yu. Fllw the instructins in this t cmplete yur registratin. Yu can nw start saving references int yur EndNte Library. 2: Adding references t EndNte When yu search databases t find jurnal articles, bks and ther infrmatin it is usually pssible t imprt the recrds yu find int yur EndNte Library. This has the advantage f allwing yu t imprt references accurately withut having t re-type all the infrmatin yurself. Please nte that with sme databases, and infrmatin yu find n general websites, it is nt pssible t imprt references autmatically int EndNte. In these cases yu will need t either type the infrmatin in manually r cpy and paste it int the apprpriate reference frm, fllwing the instructins n p.8 f this guide. 2 [January 2018 Anne Sherwin]

3 Saving references frm Library Search As yu use Library Search t find bks, jurnal articles and ther infrmatin yu can save the recrds yu find directly int EndNte Online. G t the Student Channel at Click the Library & Learning Supprt link. Click the Library Search link. Type in yur keywrds and click the search buttn. Click the qutatin marks next t the item yu want t save, then click ENDNOTE WEB. An Imprt Results screen will be displayed. Click the My References tab t see the reference yu have just imprted. Recrds, especially fr bks, that yu imprt frm Library Search may need sme editing. Click n the title link t pen the recrd. 3 [January 2018 Anne Sherwin]

4 Smetimes punctuatin is incrrectly imprted. Click in the field t edit it. The place f publicatin (e.g. Chicag) has been entered twice, s yu will need t delete it and the cln frm the Publisher field. When yu have finished editing the recrd click the Save buttn. Als check the Editin field fr any bk references yu get frm Library Search. Delete the wrd editin r ed.. If the number is spelled ut in letters change it t a number fr example, this shuld read 7th. This will ensure a crrectly-frmatted reference. 4 [January 2018 Anne Sherwin]

5 Cllecting references frm ther databases A few databases, such as Web f Science and the EBSCO databases, allw yu t save recrds directly int EndNte Online. Once yu have selected the references yu want lk fr an exprt ptin called EndNte Online r Endnte Web. Fr mst databases, saving recrds int EndNte Online is a tw-step prcess: yu save a temprary file frm the database, then imprt that file int yur EndNte Online library. Fr example, in Science Direct: G t Advanced Search and type in yur search terms. Click the bxes t mark the references yu want, then click Exprt. Select RIS (fr EndNte ) and Citatins And Abstracts. Click Exprt. Click the little arrw n the Save buttn, select Save as, and save the file smewhere yu will be able t find it, e.g. the Desktp. 5 [January 2018 Anne Sherwin]

6 Return t EndNte Online. Click the Cllect tab, then click Imprt References. Click the Chse File buttn and brwse t where yu saved the temprary file (e.g. Desktp r Dwnlads). Select RefMan RIS frm the Imprt Optin menu, and frm the T menu chse the Grup (see p. 9) yu want t save the references int r select [Unfiled]. Click the Imprt buttn. The reference will be imprted int yur EndNte Library. Click the link r the My References tab t see them. Fr advice abut hw t save references frm ther databases int EndNte Online please see pages f this guide. 6 [January 2018 Anne Sherwin]

7 Attaching PDFs Once yu have saved a reference int EndNte Online yu might find it useful t attach the full-text PDF. This is gd infrmatin management, as it means that yu will have the article and the details yu need t reference it all in the same place. Please nte that yu wn t always be able t access full-text articles the Library des nt subscribe t everything! Fr things we d nt have, try ur Dcument Delivery Service: Click G t URL r Find Salfrd t see if the PDF is available. If the PDF is available, pen it and save it smewhere where yu can find it, fr example, the Desktp. Click the paperclip icn n the reference fr the PDF yu have just saved. When this bx pens click the Attach files link. Click the Chse File buttn and find the PDF yu have just saved. Open it. Click the Uplad buttn when it appears. The paperclip icn will nw be clured blue, indicating that smething is attached. Click it when yu want t pen and read the article. 7 [January 2018 Anne Sherwin]

8 Creating references manually Yu will prbably use infrmatin surces where electrnic recrds are nt available fr saving int EndNte, fr example, webpages, blg entries, nline newspaper articles and reprts yu have fund nline. In these cases yu will need t create manual references. Click the Cllect tab, then click New Reference. Select the type f infrmatin surce yu have frm the Reference Type menu. Click Save when yu have finished. Type the infrmatin int the fields yu need t click int the field befre yu can type int it. Nte the advice abut typing authrs names. If the wrk is written by an rganisatin rather than a persn yu need t type a cmma at the end f it, e.g. Natinal Health Service, Imprtant! Remember that every reference has t have all f the fllwing elements, therwise it will be incrrect. Element Field in EndNte Wh - wrte r created it. Authr When - it was published f prduced. Year What - is the title f the wrk. Title Where - yu fund it (r hw t find it): use ne f these cmbinatins: Place f Publicatin and Publisher Vlume, Issue and Page Numbers DOI URL When making manual references in EndNte yu may need t experiment with the different Reference Types and with the infrmatin yu enter, t make sure they are crrect. T see hw yur cmpleted references shuld lk see the examples n the Skills fr Learning site at: 8 [January 2018 Anne Sherwin]

9 3: Organising yur references Creating grups If yu are researching several assignments r wrking n a big prject such as yur dissertatin yu might find it useful t create flders (called Grups) t help yu rganise yur references. Click the Organize tab, then click the New grup buttn. Type in a name fr yur Grup and click OK. T file yur references click the My References tab, tick the bxes fr the nes yu wish t file, then select the Grup yu wish t use frm the Add t grup menu. Yur Grups are listed here. Click n the title link t see which references are listed within it. 9 [January 2018 Anne Sherwin]

10 Managing duplicate recrds As yu add mre and mre references t yur EndNte Library, frm a variety f databases, it is likely that yu will get duplicate recrds fr the same item. T avid anmalies in yur citatins and references nce yu start adding them t yur Wrd dcument, yu need t ensure that yu nly have ne recrd fr each item. Click the Organize tab, then click Find Duplicates. If yu have any duplicate recrds they will be displayed alngside the riginal references. The duplicates will be ticked, ready fr deleting. Click the Delete buttn. The duplicates will be mved t the Trash flder in the Grups panel, where yu can retrieve them if yu need t. Nte that the criteria used by EndNte t identify duplicate recrds wn t always catch all f them. Yu will still need t lk thrugh yur Library and delete any recrds yu dn t want. It is prbably easiest t d this if yu use the Srt by menu t srt yur references by First Authr A-Z r Title A-Z. 10 [January 2018 Anne Sherwin]

11 4: Cite While Yu Write EndNte Online wrks with Micrsft Wrd t quickly and easily insert in-text citatins int yur dcuments, and autmatically frmat yur reference list at the same time. This is all dne using the Cite While Yu Write (CWYW) tlbar which yu will need t install (if yu are using yur wn cmputer) r pen (if yu are wrking at University). At hme: installing the tlbar in Wrd Befre yu try t install the CWYW tls yu will need t clse all pen windws f Micrsft Wrd and Outlk. Click the Dwnlads tab. Yu will be ffered the chice f Windws r Mac. Select the ne yu need and fllw the n-screen instructins. At university: accessing the tlbar in Wrd Open Wrd and g t the EndNte tab. Click Preferences. Click the Applicatin tab and select EndNte nline frm the menu. Lgin with yur address and EndNte passwrd, then click OK. 11 [January 2018 Anne Sherwin]

12 Inserting citatins and references 1. Lg int EndNte Online. 2. Open yur Wrd dcument. Click the EndNte tab. Place yur cursr where yu wish t insert the citatin (remember, it shuld be befre the punctuatin mark), then click the Insert Citatins buttn. Type in a name r keywrd t search fr the item yu need t cite, then click the Find. Matching references will be displayed here, with previews f the recrds here. Highlight the ne yu want and click the Insert buttn. 12 [January 2018 Anne Sherwin]

13 In yur Wrd dcument, select APA 6 th frm the Style menu. Yu will nw have a crrectly frmatted citatin, and its crrespnding reference at the end f yur dcument. Direct qutatins and page numbers The APA 6 th style requires that a citatin fr a direct qute (cpied frm the riginal) must include the page number where yu fund it. A direct qute shuld als be placed in qutatin marks t shw they are smene else s wrds, nt yur wn. T add a page number fr a direct qutatin, first insert yur citatin (see p. 12). Click n it s it is highlighted, then click the Edit Citatin(s) icn. Type in the page number and click the OK buttn. 13 [January 2018 Anne Sherwin]

14 Changing the citatin frmat In yur writing yu will ften integrate the authrs names int yur text, fr example: Andersen and Hughes (2012) argue that In this case, nly the year ges inside brackets. D nt repeat the citatin at the end f yur sentence. 1. Insert yur citatin ( see p. 12). 2. Type the authrs names befre the brackets. Remember t use the wrd and between their names (nt an ampersand). 3. Click n it s it is highlighted, then click the Edit Citatin(s) icn. 4. Tick the Exclude authr bx, then click OK. Yur citatin will nw be crrect. 14 [January 2018 Anne Sherwin]

15 Multiple citatins There will be times when yu have summarised the cntent f tw r mre different papers int a single sentence r paragraph, and will need t insert a multiple citatin. Place yur cursr where yu want t insert the citatin and click the Insert Citatins icn. Type in sme keywrds that will find all the items yu wish t cite, then click Find. Hld dwn the <Ctrl> key while yu select the references yu wish t cite, then click the Insert buttn. The multiple citatins will be inserted in yur dcument in the crrect frmat all three articles are enclsed in ne set f brackets, in alphabetical rder and separated by semiclns. 15 [January 2018 Anne Sherwin]

16 Secndary citatins There are times that yu will find smething referenced in a bk r an article that is s useful r interesting yu want t use it in yur wn writing. This might be a citatin fr anther article, r an illustratin, graph r table take frm anther wrk. Generally, yu shuld try t find and read the riginal wrk and use that as the surce f yur citatin and reference. Hwever, there are times when this isn t pssible, fr example, yu may nt be able t get hld f the riginal wrk, it is in a language yu can t read, r the citing authr has summed up the ideas in the riginal mre succinctly r elegantly than yu culd ever manage. When yu use a secndary citatin like this, yur in-text citatin shuld mentin bth wrks but yur bibligraphy nly includes a reference fr the wrk yu have actually read yurself. 2. Click the Edit Citatin(s) icn. 1. Insert the citatin fr the wrk yu have read, then click n the citatin s that it is highlighted. 3. In the Prefix field, type in the authrs and the year fr the wrk yu have seen cited plus the wrds such as cited in. Leave a space after the last wrd. 4. Click OK. Yur citatin will nw cntain bth wrks, but nly the wrk yu read will be in yur reference list. 16 [January 2018 Anne Sherwin]

17 Deleting citatins Because f the large amunt f cding behind each citatin yu insert, yu cannt simply remve a citatin by using the <Delete> key. If yu try t d this, yu run the risk f leaving a bit f cding behind which will break it. Nr can yu delete a citatin yu have put in the wrng place by using the Und buttn in Wrd. T remve a citatin yu must use the CWYW tls. Click n the citatin yu want t remve, s that it is highlighted, then click the Edit Citatin(s) icn. Make sure the crrect citatin is highlighted, then click the little arrw n the Edit Reference buttn. Select Remve Citatin, then click OK. The citatin and all its cding will nw be safely remved frm yur dcument, and if it was the nly instance f that citatin in yur text, it will als be remved frm yur reference list. 17 [January 2018 Anne Sherwin]

18 A cuple f things that might g wrng Has yur Reference List disappeared, and are yur citatins nw in curly brackets with the title included? Dn t be alarmed. Yur Instant Frmatting has turned itself ff. Click Update Citatins and Bibligraphy. This will turn everything back the way it shuld be. Is yur Reference List in a different fnt t the rest f yur dcument? Click the little arrw in the crner f the Bibligraphy sectin. Click the Layut tab, then select the fnt and size yu need. 5. Getting help The Skills fr Learning website prvides a wide range f nline help with referencing, including links t guides, e-learning and vides, as well as cvering everything yu need t knw abut finding, understanding and using infrmatin, academic reading and writing, IT, digital skills and much mre. There are als details f wrkshps and ne-t-ne appintments available fr yu t attend, and cntact details fr yur Academic Supprt Librarians. Skills fr Learning is available at: 18 [January 2018 Anne Sherwin]

19 Appendix: Saving recrds frm ther databases The fllwing instructins describe hw t save recrds frm sme f ur main databases int EndNte Online, using Ggle Chrme. Once yu have yur file frm the database, g t the Cllect tab in EndNte, click the Imprt References link and use the Chse File buttn t find the file in yur Dwnlads flder. Please see page 6 f this guide fr further details. If yu are using a different brwser yu will need t save the exprted file smewhere yu can find it. Unless yu specify anther Grup the references yu have selected will be autmatically imprted int the Unfiled flder. Database / Prvider Instructins ACM Digital Library Click the title link t display the reference yu want. Frm the Tls and Resurces ptins chse EndNte. Scrll t the bttm f the pp-up display and click the dwnlad link. Click the Save buttn and save the file. EBSCO Databases include: Academic Search Premier Business Surce Premier CINAHL EcnLit MEDLINE MLA SprtDISCUS In EndNte Online select ACM Digital Library frm the Imprt Optin menu. Select the references yu want by clicking the blue flder icn next t each ne. Click the Flder View link (righthand margin). Tick the checkbxes t mark all the recrds. Click the Exprt icn. At the next screen, select Direct Exprt t EndNte Web. Click the Save buttn. EndNte Online will pen. Yu may be asked t lg int yur accunt. Emerald Insight Click the checkbxes t mark the references yu want. Frm the Fr selected items menu select Dwnlad citatin. Click the RIS (PrCite, Reference Manager) buttn. Click the Dwnlad article data buttn. In EndNte select RefMan RIS frm the Imprt Optin menu. Ggle Schlar Click the Cite icn under the recrd yu want t save. Click the EndNte link. In EndNte Online select EndNte Imprt frm the Imprt Optin menu. IEEE Xplre Click the checkbxes t mark the recrds yu want. Frm the Exprt menu (abve the results display) click the Citatins tab. Select RIS and Citatin & Abstract, then click Exprt. In EndNte Online select RefMan RIS frm the Imprt Optin menu. 19 [January 2018 Anne Sherwin]

20 Database / Prvider Instructins JSTOR Click the checkbxes t mark the recrds yu want. G t the Exprt Selected Citatins menu (abve the results display) and select Exprt a RIS file. Click the Save buttn and save the file. In EndNte Web select RefMan RIS frm the Imprt Optin menu. Library Search See pages 3-4 f this guide. Ovid Click the checkbxes t mark the recrds yu want. Click the Exprt link (at the tp f the results display). Frm the Frmat menu select RIS. Databases include: Select Citatin + Abstract frm the Fields menu. Allied and Cmplementary Click the Exprt buttn. Medicine MEDLINE PsycINFO In EndNte Online select RefMan RIS frm the Imprt Optin menu. PrQuest Click the checkbxes t mark the recrds yu want. Click the Save link (abve the results display). Select RIS (wrks with EndNte, Citavi, etc.). Databases include: Click Cntinue. Arts & Humanities Database Criminlgy Cllectin In EndNte Online select RefMan RIS frm the Imprt Optin menu. Dissertatins & Theses Plitics Cllectin Scial Science Database Science Direct See pages 5-6 f this guide. Springer Link Click the title link t display the reference yu want. Frm the Cite article menu select.enw In EndNte Online select EndNte Imprt frm the Imprt Optin menu. Web f Science Click the checkbxes t mark the recrds yu want. Click the Change t EndNte nline menu at the tp r bttn f the screen. Select Authr, Title, Surce, Abstract frm the Recrd Cntent menu. Click the Send buttn. EndNte Online will pen. Yu may be asked t lg int yur accunt. If yu are using a database nt listed here, lk fr ptins t Exprt, Save r Dwnlad recrds. Then chse the ptin RIS (pen with RefMan RIS in EndNte) r EndNte (pen with EndNte Imprt). 20 [January 2018 Anne Sherwin]