in EndNote X9
Ministry for the Environment. (2016). (Version 17) [Data set].
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
This information is solely for the Reference List entry for a Figure (Image). For information on in-text referencing and the field under a figure, please see the | |||
in the field n the Type of Work field in the (no Location) in the | j4p4n. (2022). [Clip art]. Openclipart. Vermeer, J. (c. 1665). [Painting]. Mauritshuis Royal Picture Gallery, The Hague, Netherlands. .
|
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
Very specific steps must be taken in EndNote in order to output references in Word that include the bracketed position descriptors required by APA, e.g. Scorcese, M. (Producer) , initials (period ending), contributor role descriptor in bracketsExample: | |||
Film/movie | Film or Broadcast | should be credited as the Author of the work, if this is unknown a similar role can be credited instead (see top note above) in the field (you can finish with a semi-colon and add specific version information if required) in the field | Jackson, P. (Director). (2001). [Film; four disc special extended ed. on DVD]. Wingnut Films; The Saul Zaentz Company. Lonergan, K. (Director). (2000). [Film]. Paramount Pictures.
|
Television series | Film or Broadcast | field, with the contributor role descriptor only used on the last name (see top note above) in the field the series has run, in the Year field. If the series is still running replace the second year with the word present (eg. 2015-present) in the field in the field | Griffin, J., Lang, R., & Bennett, S. (Executive Producers). (2005–2010). [Television series]. South Pacific Pictures.
|
Single episode in a television series | Television episode | field (see top note above) the episode aired in the field in the field, with the contributor role descriptor only used on the last name (see top note above) and the number in the correct fields in the field in the field | Egan, D. (Writer), & Alexander, J. (Director). (2006, January 10). Failure to communicate (Season 2, Episode 10) [TV series episode]. In D. Shore (Executive Producer), . Fox Broadcasting. |
YouTube video, TED Talk, or streaming video | Social media | Username field Handle field in the Post Date field in the field you accessed it from (eg. YouTube, TED Conferences) in the Provider field | Green, J., & Green, H. [vlogbrothers]. (2019, December 11). [Video]. YouTube. |
Webinar, recorded | Social Media | Username field in the field you accessed it from in the Provider field | Durham, M. (2021, February 9). [Webinar]. Providers Clinical Support System. |
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
Pamplet or Brochure | Book | (or in the Type of Work field field | Ministry of Health. (2001). [Pamphlet]. |
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
Powerpoint slide | Report | in the Report Number field Enter the Platform name (eg. SlideShare, or Canvas) in the field | Vanderbauwhede, W. (2020). [PowerPoint slides]. SlideShare. |
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
If the Publisher is also the Author (eg. Ministry of Education), do not repeat the name in the field | |||
Report | Report | field Enter the in the Publisher field (see note above) | Chiswell, S. & Grant, B. (2019). (Report no. CR388). National Institute of Water & Atmospheric Research. |
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
field information in the field , in the field | |||
field In the field field (e.g. Image attached, or Thumbnail with link attached) in the field in the field | Ardern, J. [@jacindaardern]. (2018, October 15). [Tweet]. Twitter. | ||
Instagram post | Social media | field in the field field (e.g. or ) in the field as the date, and include the Retrieval date in the field | Ministry of Education NZ [@educationgovtnz]. (2022, October 3). [Slide show]. Instagram. |
Facebook post Tumblr post LinkedIn post
| Social media (EndNote X9) | field field (eg. "Status update") field (eg. "Video", "Image attached", "Infographic") field | Ministry of Education NZ. (2022, October 16). [Image] [Link]. Facebook. |
Online Forum post | Social media (EndNote X9) | field in the field (eg. "Status update") field | InterestingGuy8. (2022, October 16). [Online forum post]. Reddit. |
Twitter profile | Social media (EndNote X9) | field in the field in the field t field in the field in the field | Ardern, J. [@jacindaardern]. (n.d.). [Twitter profile]. Twitter. Retrieved February 20, 2020, from |
Facebook page YouTube Instagram page Tumblr LinkedIn page | Social media (EndNote X9) | field in the field t field field field in the field | Ministry of Education NZ. (n.d.). [Facebook page]. Retrieve October 17, 2022, from |
Blog post | Blog | of the post into the field into the field | Klymkowsky, M. (2021, June 5). Mice (and humans) in a maze: A useful parable for science education? |
Comment on a blog post | Blog | of the post into the field field, then start square brackets and write and the full title of original post on which the comment appeared, with the original title in quotation marks and finish the square brackets into the field | joachimr. (2019, November 19). We are relying on APA as our university style format - the university is located in Germany (Kassel). So I [Comment on the blog post “The transition to seventh edition APA Style”]. . |
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
Standard | Report | field If the publisher is different from the Author, enter the in the Publisher field | International Organization for Standardization. (2018). (ISO Standard No. 45001:2018). |
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
Unpublished thesis or dissertations are usually sourced directly from the university in print form. | |||
Thesis / dissertation published online | Thesis | (e.g. a ProQuest Publication number), enter the number in the Document Number field Enter the (e.g. Master's thesis) in the Thesis Type field in the University field (if the location is also necessary, add it in here) or of the , in the Name of Database field | Miller, T. (2019). [Master's thesis, Auckland University of Technology]. Tuwhera.
Becker, J. C. (2013). (Publication No. 3577776) [Doctoral dissertation, Graduate Council of Texas State University - San Marcos]. ProQuest Dissertations and Theses Global. |
Unpublished Thesis or Disseration | Thesis | (e.g. Unpublished master's thesis) in the Thesis Type field in the Place Published field (if the location is also necessary, add it in here) | Stewart, Y. (2000). [Unpublished master's thesis]. Auckland University of Technology. |
Resource | EndNote Reference type | Instruction | Example |
---|---|---|---|
information into the Last Update Date field in the Publisher field, the Website Name is also the (Group) author field (format: ) | Monaghan, E. (2019, December 10). . Greenpeace. |
A common request from graduate students who are writing their thesis or dissertation is for instructions on how to use EndNote and Cite While You Write to create a "journal-style" bibliography - one where each chapter of the document has its own bibliography rather than the document as a whole having one big one at the end. There are different ways to accomplish this that depend on whether you are using the full EndNote software or EndNote Web.
The full EndNote software can leverage the document structure tools within Microsoft Word itself to accomplish this.
The first thing to do is to make sure that you have created a new Section for each segment of your document that you wish to have its own bibliography. You do this by placing the cursor where you wish the current section to end, then from the Layout tab select the Breaks dropdown and select the Section break type that matches your preference.
The second required element is simply to be using a citation style in Cite While You Write that uses these section breaks. If the one you've already selected is set to do so and you've already inserted the citations into your paper, the above step should have resulted in the new bibliographies automatically. If you're unsure, it's an easy thing to check in EndNote itself.
If you're using EndNote 20 or later, click in the Tools menu and then go to Output Styles and click on Open Style Manager. If you're using EndNote X9 or earlier, you start in the Edit menu instead of Tools.
From there, find the style that you're interested in using and double click (or click once to select it and then click the Edit button). In the window this opens, browse into the Sections area.
From there you can select the option that matches how you wish to have Cite While You Write manage the document sections. That is, you can have one bibliography at the end, a new bibliography for each section (with or without continuous numbering throughout the document), or both.
Unfortunately, the free web-based version of EndNote cannot support multiple bibliographies, even if the citation style selected in Cite While You Write is configured to do so. As such, we need to use a work-around of one form or another. All of which simply require that you save each "section" of your final document as its own Word file while you're working and simply use Cite While You Write normally within each document.
Most of this process from here on will assume that you've completed your writing and are simply preparing the final document.
You will want to make sure that all documents have used the same citation style in Cite While You Write so that everything is consistent and that the bibliographies are complete. Additionally, they should be titled such that alphabetical ordering has them in the correct sequence - the methods we'll be using to combine them later default to file name order.
Now that you have your collection of separate files for your various chapters, there are two main methods to combine them: using Word itself or Adobe Acrobat. Both programs have methods of building a new file from a series of existing ones.
It is strongly advised that you save a backup copy of all of your files at this point . We are about to make one-way transformations that cannot be undone, so having a backup is important.
In each document, in the EndNote tab there is a drop-down menu for Convert Citations and Bibliography. Click into that and then on Convert to Plain Text and save the new document separately so that you do not overwrite the old version. This command strips out all of the internal "hooks" in the document that EndNote and Cite While You Write use to edit your document automatically.
Once that is done for all sections, open a new blank document and click into the Insert menu. One option available is for Object with a sub-option of Text From File.
The window this opens allows you to select all of the files to be combined into a single Word Document. In my testing, this appears to be a one-time event so editing the base documents does not edit the final one so this step will need to be repeated if you do make any edits to the base documents. You may find that you need to add page breaks between your sections, but because we're still within a Word context you can still use automated page numbering.
Because we stripped out all of the EndNote "hooks" in the previous step, you cannot edit the imported text using Cite While You Write. If we had not done so, you could still edit the citations here, but any editing "event" that triggers CWYW to update the citations and bibliography will simply create an updated, full-document bibliography at the end of the file and will not update any internal bibliographies. It's simpler and less likely to cause problems if you strip out that functionality ahead of time.
You will likely want to edit the page numbering of every file in turn so that they begin on the page following the end of the previous file. You can do this in Word by clicking into the Header/Footer to bring up the appropriate menu. From there select the Page Number option and click on Format Page Numbers. In the window that brings up, simply select the Start At radio button and enter the appropriate page to begin the current document.
In Adobe Acrobat (either on its own or via the Adobe Creative Cloud package), you can combine discrete Word documents into a single file. Under the Tools menu there is a Combine Files option. Simply drag the files you wish to combine into the designated space in the order you wish them to appear and click on Combine. This option will automatically start each document on a new page, but won't renumber them, which is why we needed to do that step earlier. Additionally, since Acrobat doesn't have any equivalent functionality to Cite While You Write further edits can't be made using EndNote directly.
If you wish to also have a bibliography at the end of your document, it's relatively straightforward do create one in one of two ways.
The first option requires you to have done some organizational work ahead of time or to do so now. The EndNote Web interface itself can generate a bibliography for you based on a "Group" of references. If you've already been organizing the references you're using for this project into a single Group you're all set, otherwise you'll have to build that Group now.
Once that's done, you can click into the Format --> Bibliography section of your account. In the three drop-down menus, select the name of the Group that your references are in, the citation style you've used for your paper, and RTF format (the other options are a Text file which wouldn't be able to include things like italicized text and HTML which would likely work, but Rich Text is more likely to copy and paste into Word cleanly).
Clicking Save should process the references and save a .rtf file in your usual downloads location. You will want to open that file in Word and edit it to use the same formatting style as the rest of your document (typeface, font size, margins, etc.). From there you can either include it in the "combining" steps above or if working in Word you can simply copy and paste the text at the end of the document.
The other option for creating a comprehensive bibliography is a bit messy. We'll just be opening each file comprising your documents various sections, copying the contents, and then pasting everything into a single Word file. If you had already written your paper before coming to this guide, you likely already have a suitable file saved somewhere. Once you've got all of your content in this one file, click on Update Citations and Bibliography button in the EndNote menu of Word and it should build the single bibliography at the end of your document. Save a backup and go through the Convert To Plain Text steps mentioned in the "Instructions for Microsoft Word" section above to get a version of the bibliography that you can copy and paste freely without worrying about CWYW making further edits. At that point you can add it to your paper using the methods described above.
The library's collections and services are available to all ISU students, faculty, and staff and Parks Library is open to the public .
How to combine thesis chapters.
Many students who are writing a thesis keep each chapter as a separate Word document with
EndNote creating a bibliography in each document. The steps below detail how to create a single
document and bibliography from separate chapter documents.
Step 1. Copy each chapter
Make a copy of each chapter, e.g. chapter1-copy.doc; chapter2-copy.doc. You will work with
these copies. If something goes wrong, you can return to your original documents and start again.
Step 2. Unformat citations
If you have been using EndNote's instant formatting, your references will already be formatted,
for example (Smith, 1999), and you will have a bibliography at the end of each chapter.
Open each document (chapter1-copy.doc, etc.) in Word, and from the EndNote menu in Word
select the Convert Citations and Bibliography >>> Convert to Unformatted Citations command.
(In earlier versions of EndNote, use the Unformat Citations command.) This will remove the
bibliography at the end of each chapter and change the references in the text into their
unformatted form, for example {Smith, 1999 #13}. Save these changes.
Step 3. Combine the chapters
Open chapter1-copy.doc in Word. Then open chapter2-copy.doc and select the whole document
(Ctrl+A), copy it and paste it at the end of chapter1-copy.doc.
Continue copying and pasting each chapter at the end of chapter1-copy.doc, until the whole thesis
is in one document.
Rename chapter1-copy.doc to thesis-master.doc. This is the master copy of your thesis, and any
subsequent changes should be made to this document. Save this document.
Step 4. Format citations in the thesis
Open thesis-master.doc in Word. From the EndNote menu in Word select the Update Citations
and Bibliography command. (In earlier versions of EndNote, use the Format Bibliography
command.) EndNote will format all the references in your document and create a single
bibliography at the end of the thesis. Save the changes.
Note: Unformatting the citations (at Step 2 above) disables the instant formatting in Word. If you
prefer to work with instant formatting, go to the Bibliography Preferences by clicking on the
small arrow at the very bottom of the Bibliography group on the EndNote menu in Word, and
then select the Instant Formatting tab and click on the Turn On button. (In earlier versions of
EndNote, access the Instant Formatting tab via the Format Bibliography command.)
Step 5. Remove field codes (Final step before submitting thesis)
Your thesis-master.doc contains hidden field codes which link it to EndNote. The final step before submitting your thesis is to is to
create a copy which is not linked to EndNote. From the EndNote menu in Word select the
Convert Citations and Bibliography>Convert to Plain Text command. (In earlier versions of
EndNote, use the Remove Field Codes command.)
This will create a copy of your thesis which is no longer linked to EndNote. Save this copy as
thesis-unlinked.doc. This is the copy which you should submit. This is not your master copy.
Any changes must be made to thesis-master.doc.
If you need to make changes to your thesis, make them in thesis-master.doc and then use the
Remove Field Codes command to make a new copy of thesis-unlinked.doc.
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Importing from databases.
Because a dissertation or thesis is an extended project, and because of the anticipated timeline and number of references, certain methods of working with the computer files are recommended that will avoid common frustrations with the EndNote program as the document grows and the final copy is produced:
1. Whenever an entry is made in the EndNote Library, verify immediately that the formatting is correct for the style that is in use (i.e. APA, Turabian). The Bibliography/Reference list entry can be checked using the Preview tab. Any changes that may be required should be made immediately. Edit the Output Styles for non-standard resources as soon as possible, and do not procrastinate. Waiting until when the final copy is needed is inviting major frustration.
2. Use only one EndNote library file for the entire dissertation. Check routinely for duplicates, and carefully avoid using duplicate entries of the same source in the dissertation/thesis.
3. The working copy of the dissertation/thesis and the EndNote library should be kept in the same folder at all times. All new work on the document or in the library should use these exclusively. Backup copies can and should be routinely stored elsewhere, but all new work should be continued using the original document and library files.
4. Unless specifically requested, all readers and editors should work on a Plain Text copy of the dissertation. This retains all Word processor formatting, but the embedded codes that link the EndNote library are removed. This avoids any software conflicts that might get in the way of the reader/editor. It also avoids conflicts between the working EndNote Library and the travelling EndNote library associated with the document, such as become evident when readers attempt to edit or change a reference.
EndNote is a tool that can improve efficiency in managing bibliography and incorporating reference styles in a document. But it is not a substitute for the author's competence in using it effectively and correctly.
Importing bibliographic details from databases is an efficient method of entering references into the EndNote library.
1. The overall accuracy of the bibliographic details varies from database to database. Imported citation entries must always be verified.
2. Styles have differing requirements.The bibliographic details that are imported into EndNote do not necessarily reflect the style in use, so some elements may not be reflected. This category of import must be corrected. For example,
GARBAGE IN, GARBAGE OUT
Editing or deleting citations, creating separate bibliographies, working with styles, using a footnote style, word bibliography settings.
EndNote can add citations in Word almost automatically and also change from one citation style to another.
After you've added references to your EndNote library, to cite them in Word, one recommended way is to go to Word, open a document, then click on the EndNote ribbon in Word, then click the magnifying glass icon at the left of the ribbon. A new window should open. In the Find field, you can search for the citation to add by any word in the reference or search for * and all references in your EndNote library will be listed. Click on the reference you want to cite, and then click the Insert button. You can also use the control key to select more than one reference to cite at one time. Word will use the citation style that is selected in the EndNote ribbon, and you can change the style by clicking the Style list or click Select Another Style to search for a style that is installed on the computer but not yet listed. If the style needed is not installed, you can download the style from EndNote's website, save it in EndNote desktop, and then select it in Word.
Some other ways to add citations in Word (other than using the magnifying glass icon to search for the citations) are: click the lower part of the magnifying glass icon (says "Insert Citation"). The option "Insert Citation" simply opens the find citation window like the magnifying glass does. The option "Insert Selected Citation(s)" adds the citation that is selected in the EndNote library. Another way to add a citation is to select the needed reference in EndNote and then click the "Insert Citation" icon in the EndNote desktop toolbar or click the EndNote Tools menu + point at Cite While You Write + click Insert Selected Citation(s). Or you could select the needed reference and click Alt + 2 to add that citation to the current location in Word. Yet another way to add the citation is to drag the reference (the one-line listing) from the EndNote library to the correct location in the Word document.
Some ways to change an in-text citation are: when using the magnifying glass icon to find and add a citation, instead of clicking directly on the Insert button, click the down arrow that is part of that button; this provides the options of adding the citation as Author (Year) or Excluding the Author or Excluding the Year or adding the item in the Bibliography only (not as an in-text citation). If an in-text citation has already been added and one of these options is needed, you can right-click the in-text citation, then point at the sub-menu Edit Citations and click the appropriate option. One addition option in this menu is Exclude Author & Year. Yet another way to access these same option is to click the in-text citation, then click Edit & Manage Citation(s) in the EndNote ribbon. This opens a new window. Make sure the correct in-text citation is selected in the upper part of the window. Then the same options can be selected using the Formatting list. In addition, this window allows adding Prefix, Suffix, or Pages to the in-text citation. Most citation styles as implemented in EndNote (as I understand) do not make use of the Pages field. The APA style is the only one I know of that does use the Pages field. If paging is needed in another citation style, you may have to provide the appropriate punctuation and paging in the Suffix field (for example, ", pp. 23-24").
Some ways to delete an in-text citation are: completely select the in-text citation and press the delete key. Or backspace through the in-text citation. (This should result in the in-text citation being deleted before having to backspace all the way through.) Another way is to right-click the in-text citation, then click the More sub-menu, this opens the Edit & Manage Citations window. Make sure the intended in-text citation is selected at the top, then click the down arrow on the Edit Reference button for that citation and then click Remove Citation. This option can also be accessed by clicking the in-text citation and then click Edit & Manage Citation(s) in the EndNote ribbon. This window also provides direct access to deleting one reference from a multiple-reference citation. Find the multiple-citation in the window and then click the citation for the specific reference, then click the down arrow beside the Edit Reference button and click Remove Citation.
Click the Tools menu + Subject Bibliography. Example: for creating an Author name bibliography—click Author, possibly uncheck “list each author separately”, click OK, then click “Select All”, then click OK. Next, click the Layout button, click the “Bibliography Layout” tab and delete any data under “Start each Reference with”, click the Terms tab, and uncheck “Subject Term Counts”, then click the Print or Save button. You can save the file as rich text (includes font formatting and can be opened in Word), HTML, or as text.
Select the references in EndNote that you want to use in the bibliography and then click the EndNote Edit menu + Copy Formatted, then paste into Word or email
In EndNote desktop with the desired citation format selected, in the library panel click the item you want to cite and in the PDF viewer panel (the tabbed panel) at the right, with the Preview tab selected, you can highlight and copy the formatted citation.
EndNote desktop. To select a citation style in EndNote desktop, select the style in the list of styles at the top left of EndNote. If the needed style is not showing in the list, click Select Another Style in the list and a Choose a Style window will display with a list of all styles presently installed with EndNote on your computer. Click the style you need and click the Choose button. If the needed style is not in the list, see the next section, "Adding a Style".
Some options: you can sort the list of styles in the Choose a Style window by either the name of the style or by its Category (usually a subject discipline) by clicking on the Name or Category labels at the top of the listing. Click into the list and depending on how the list is sorted, you can type the first letter (or quickly type the first few letters) and EndNote will display that part of the list. (If the list is sorted by Name, EndNote will use the Name ordering; if sorted by Category, the Category ordering.) If you click the Style Info/Preview button, you can see how the selected style cites a few example references. This can be helpful if you need to choose a style with certain attributes (for example, a style that is numbered and that italicizes the journal title) or if you are looking for a style that is like another style (trying to find one that is more completely defined).
Word. The list of styles available in Word is the same as what is available in EndNote. To add a new style in Word, you would add the style in EndNote. To select a style in Word, click the EndNote ribbon in Word and then click the Style list in the ribbon. You can simply select a style from the list and Word will reformat all EndNote citations in the current document in the newly selected style. If the style you need is not in the list, click Select Another Style. You can navigate this window with some of the same options as in EndNote desktop's Choose a Style window (described above). Click the needed style and then click the OK button. If the needed style is not included in the list, you can add the needed style to EndNote desktop (see the information in the next section, Adding a Style).
If you need to add a new style to EndNote desktop, go to the EndNote website , click the Downloads menu, scroll down to Output styles and click Add output styles. Search for the citation style using the style name or the journal name (or using the other search options). If you find the style, click the style name and then click the Download this style button. The browser should download the style. Next double-click the downloaded file and EndNote should open the style in an EndNote style window. To add the style to your EndNote styles, click File + Save as. If you do not have the style yet, you can delete the word Copy in the style name. After that, the style should be findable in EndNote or Word's list of styles.
To view or edit a style in EndNote, click Edit + point at Output Styles. Two options listed here are editing the currently selected style or Open Style Manager where you can select any of the installed styles. For an example to see more of these details, select the option to edit the currently selected style. This opens the style editing window. The window has a table of contents type column to the left with many elements of the style that are accessible from the table of contents. The top section of the table of contents includes general settings for the style; the Citations section has settings for how the in-text citations will be formatted; the Bibliography (or Footnotes) section has settings for how the references will be formatted.
One very important section is Bibliography (or Footnotes) Templates. Click Templates under Bibliography. Each template defines how EndNote will create references for items of that template's Reference Type (for example, the Book Reference Type or the Journal Article Reference Type). Styles vary significantly in how many reference types are defined in EndNote's version of the style. If you are citing a Reference Type that is not defined in the selected style (for example, perhaps a Patent), EndNote will use the Generic Reference Type (which will probably not be entirely correct). If you click the Reference Types button at the top of the window, you can see a list of all possible Reference Types with check-marks indicating the ones that are defined in that style. A further comment about EndNote's version of a citation style. I have been told by EndNote technical support that employees from their company take the instructions to authors from journal websites to create the style in EndNote. If the instructions to the author only give a few examples of types of references, the EndNote style is likely to also have few templates defined. Some strategies for dealing with this are: 1) if possible, choose a citation style that has more reference types defined; 2) if a citation style is based on another style (for example, a given journal's style being based on the Chicago Manual of Style) it may be possible to add templates from the original style (though changes may be required); 3) it may be possible to edit a template from another style by reference to citations in journal articles from the journal (it may be easy to make mistakes editing the templates because of the special characters in the templates!); 4) EndNote support can help (their contact information is on the EndNote.com website).
You can click Reference Types and then select a Reference Type that is not yet defined and EndNote will add that Reference Type to the list of templates. However, the template details still have to be created. Most of the information in the template appears to be the names of fields in the EndNote reference data. When citing a reference, where a field name appears in the template, EndNote will put the data that is in that field (so, where the template says Author, EndNote will put the data from the Author field). Most of the punctuation in the template is also used as punctuation in the resulting citations (it is just copied into the citation). There are a few special characters in the templates that have a special meaning: the straight line (forced separation), a diamond symbol (link adjacent text), single backquotes (used for actually displaying text that happens to be a field name, such as DOI), and up arrows (that are used to offer alternate versions of singular and plural terms). Many of these items can be selected from the Insert Field button at the top right of the style editing window.
For much more information, see the EndNote Style Editing Guide . (On that screen there are links for the Windows and Mac PDFs beneath the video.) Be sure to check the last section, "An Easier Way: Editing Existing Styles" which begins "A far easier way to create an EndNote Style is to edit a style that already exists and save it with a new name." Also helpful is a table beginning on page 37 about the special characters used in creating the templates for reference types.
There are several contributing factors that result in the citations being accurate or not. Among these are: EndNote has around 6,000 styles. Only about 500 are typically installed, however, it is easy to add styles. EndNote creates these style files (files that the program uses to format citations in the different citation styles) from the instructions to authors on journal and style organization (such as APA) sites. I am more confident of this point in regard to particular journal’s citation styles. I’m not sure if the entire APA style as implemented in EndNote is based on instruction to authors. EndNote may well have referred to that style’s published manual. Very often, journals' instructions to authors will only give a few types of citations, maybe books, journal articles, conference papers, book chapters, and websites. If that is all the journal shows a definition for, that’s what EndNote will include in their file. And when a reference that you are citing has a reference type (for example, Thesis) that happens to not be defined in the style that you are using, then EndNote will format the citation using its Generic reference type. So, it can be important when working with a new style to see how thoroughly it is defined and in particular to see whether all of the reference types you are citing are defined in the style. And I think it is also important to review the citations in Word to see that things are being cited as expected. It’s likely that if one uses a well-established and often-used style such as APA that some level of confidence will develop. Some of the other factors for inaccurate citations include wrong data in a database. This might be more likely in Google Scholar since editors do not check the data, however, any database could have wrong data. Another possibility of error is in the data transfer because there is an assignment of a given database field to an EndNote field. Typically these details do not result in an abundance of inaccuracies, however, I would not expect no errors in the citations. There is certainly variation between the databases (one EBSCO database was including author’s emails with author’s names in the author name field for a while because EBSCO obtained the data from the data provider that way—however that is not the usual case) and variation between the citation styles (especially individual journal styles). One other significant source of inaccurate citations is that there could be an error in the template in a citation style that tells EndNote how to format a citation for a given reference type. These templates have two specific characters (for "forced separation" and "link adjacent text") that perform a certain function in the citations and are intended to cause citations to format as well as possible when there is some missing data (such as no journal issue number). If you see a case where EndNote is incorrectly formatting a citation and the template for the reference type is defined in EndNote's style file, you may want to contact EndNote technical support (or me). They can route the request to colleagues who can edit their citation style file.
Most of this guide talks about adding citations as endnotes, not as footnotes, however, in this section is some information about using a footnote style. I will use the Chicago 16th Footnote style as an example. I only have limited experience in working with footnotes, so these are just introductory comments. When you have this style selected in Word, to add a footnote, you place the cursor in the document where you want to add a footnote and then use the Word menus and ribbons to insert the footnote number. In Word 2016 on the PC, the command to add a footnote is accessed through the References menu, then by clicking the Insert Footnote icon. This is in the Footnotes section toward the left of the ribbon. The Insert Footnote icon has the image AB ¹. Clicking that icon in Word will add the superscript footnote number in the text and will start a footnote field at the foot of that page. While the cursor is in the footnote field, to add the actual reference, click the EndNote menu in Word, click the Insert Citation icon (the double quotes with the magnifying glass), in the window that opens in Word, search for the needed citation in the list of references from your open EndNote library or libraries, and then click the Insert button. That should add the selected citation into the footnote field. The Chicago footnote style is configured to also create a list of references that by default is displayed at the last of the text document. (The list can appear before a footnote if one appears on that same page.) If you need to add cited page(s) to the footnote, right-click the footnote reference, then point at Edit Citation(s) in the context menu, then click More in the sub-menu and put the cited page(s) in the Pages field. The information added for the cited page(s) will appear in the footnote reference, however, not in the list of references at the last of the document. (One journal article I cited had the same page number as part of the journal article reference, so that page number did appear in the reference list.) If you're citing a footnote in a document, you can input the cited page where the cited footnote appears (for example, page 100) followed by the footnote number (for example 1) as 100n1
Although it is fairly easy to change from one EndNote style to another, it is not automatic to change from a footnote style to an endnote style (a style that does not use footnotes). The problem likely has to do with the fact that Word adds the footnote numbers and footnote fields and EndNote is inputting only the reference information into the footnote fields. So, EndNote does not remove the footnote fields when trying to change to a non-footnote style. I have been told before that EndNote technical support may have some extra software tools to help change from a footnote style to an endnote style.
In Word's EndNote Ribbon in the middle column of the ribbon beside the word Bibliography is a small icon (square with an arrow) that opens the Bibliography Dialog Window. On the Format Bibliography tab, some of the elements are: Temporary Citation Delimiters--these are the symbols that are used to enclose EndNote's temporary citations. If you unformat citations or are working with Instant Formatting off and add a new citation, these symbols will appear around the temporary citation (a code version of the in-text citation). In some circumstances, if you are using the symbols elsewhere in the document for some other purpose, it can create additional prompting from EndNote if EndNote is trying to process the symbols as part of a temporary citation. For that or another reason, a person might want to change the temporary citation delimiters, however, this is not a typical case (where the delimiters need to be changed), just an option. Link in-text citations to references in the bibliography--this causes Word to create links from the in-text citation to the references. The linking can interfere with editing the in-text citations (when editing is needed--because when clicking the in-text citation to edit, the linking goes to the bibliography), and sometimes people will turn off (uncheck) this option until later in the editing (perhaps just before finalizing the document). On the Layout tab, some elements are: The font and font size used for the bibliography, the bibliography title and text formatting for the title, the starting number for a numbered bibliography (this might be useful for cases where one has earlier numbering in another document), indenting for the references in the bibliography and line spacing within references and between references in the bibliography.
Open EndNote and look at the top for References. Click on "new reference" to open the template. Select the "reference type," for example journal article, book, book section, thesis or another from the drop-down menu. Fill in the fields you need; you do not need to fill in all the suggested fields.
Open EndNote and look at the top for References click on "new reference" to open the template Select the "reference type," for example journal article, book, book section, thesis or another from the drop-down menu. Fill in the fields you need; you do not need to fill in all the suggested fields.
Most vendors and publishers provide for direct downloading of references. Some, however, do not, and in that case you import the references using an EndNote filter. Do your search and save the references as a text file. Open EndNote and look under "File" for import.
When you have chosen the import file you saved, go to "Import Option". The import option will correspond to the name of the database you searched. If you don't see the filter you need, use the filter's drop-down menu to choose another one.
Select the name of the database/vendor you have searched. Use the drop down menu after Import Option to see a list of those available
Here is a sample of how the menu looks.
Chose the text file you saved and put it in the Import file box.
A connection file allows you to search remote libraries from within EndNote and to download references into your EndNote Library.
Go to Tools, then "Online Search".
When you click on "Online Search" a drop down menu of institutions will appear. Choose one to establish a connection.
The connection file will also import non-roman, vernacular language characters into the notes field.
A search pane will open and you can search, using the various options EndNote offers: Author, title... You can search a single field or combine fields.
NOTE: Connection files are primarily useful for connecting to other libraries.
From the list you can save (selected) references into a group or into all references. If you save to a group, the references will go into All References anyway.
Go to Tools, then "Online Search"
When you click on "online search" a drop down menu of institutions will appear. Choose one to establish a connection.
To import the results of the search You will see three icons:
The books icon: The books icon is a path to your full library
The world icon: If you choose the world icon you will create a temorary download file. Choose the items you wish and right click to copy. You can then chose the library into which you wish to copy the selected items. References will copy into the selected library.
You may also chose the references you wish to copy and open your library with the books icon Then paste the records into the library.
The books and world icon: The books and world icon will import the online search results directly into all references in your Endnote Library
NOTE: Set the icon you prefer before you begin you search. Many prefer the world option (the temporary download file) which allows you to select only the references you want to transfer into your EndNote library.
NOTE: Connection files are primarily useful for connecting to other libraries.
Most major vendors offer a direct export to EndNote option.
Do a search, say in EBSCO's Academic Search, and save the records you wish to download (export)
When you look at your list of records, you will see the option:
Select "Export" and you will see:
The records will download directly into EndNote
The language of direct export will vary some from database to database.
Google Scholar
Look to the upper left of the screen where you will see three parallel bars and "Google Scholar"
Click on the three parallel bars and on the list you see next scroll down to Settings
In "Bibliography Manager" you will see "Show links to import into" with the default set to BibTeX Change the default to EndNote and SAVE
The option "Import into EndNote" will now appear beneath records generated by your Google Scholar search
These records will import into you EndNote Library, but they will import only one citation at a time.
A connection file allows you to search remote libraries from within EndNote and to download references into your EndNote Library. Go to Tools, then "Online Search" When you click on "online search" a drop down menu of institutions will appear. Choose one to establish a connection. Note: The connection file for IUCAT (Indiana U) in EndNote does not import diacritics. To import them, you may use IndianaUUnicode.enz or manually edit the connection file: Go to Edit Open Connection Files Select Indiana U Connection Settings Change ANSEL to Unicode (UTF-8) The connection file will also import non-roman, vernacular language characters into the notes field.
From the list you can save (selected) references no a grope or into all references. If you save to a group, the references will go into All References anyway.
Google Scholar
If you have a collection of PDFs you can ask EndNote to import them and the bibliographic information into your Endnote library.
You should have your preference set properly as outlined in installation and additional settings.
You can also choose to import a folder full of PDFs
If EndNote can read the metadata contained in the PDF and find a DOI (digital object identifier) the program will import the bibliographic information. If not it will import only the PDF itself.
If EndNote can read the metadata contained in the PDF and find a DOI (digital object identifies) the program will import the bibliographic infomation. If not it will import only the PDF itself.
July 22, 2020
•Knowledge
If you do not already have an EndNote Web account, create one and use it to install the Capture tool for your browser. Drag the Capture Reference icon to your browser toolbar
To use Capture Reference Go to the site from which want to download references Display the results
Click on Capture EndNote Reference in your browser's toolbar
If you are not logged onto your account, you will be prompted to do so.
Check to see that all the information in the references is properlyt imported into the fields of the EndNote form and edit as necessary. (Not all fields may be populated)
Save to EndNote Web or EndNote (Desktop) If the import is completed successfully you will see the message: "The reference was captured successfully."
Most vendors provide for direct downloading of references. Some, however, do not, and in that case you import the references using an EndNote filter Do your search and save the references as a text file. Open EndNote and look under "File" for import.
When you have chosen, the Import file you saved, go to "Import Option". The import option will correspond to the name of the database you searched. If you don't see the filter you need, use the filters drop-down menu to choose another one.
From the list of imported references, copy (or rag and drop) the references you want to keep into groups
Featured databases.
Working with endnote reference types, getting references into endnote manually.
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The basis of reference management in EndNote -- from importing citations to formatting references in a bibliography – is the reference type. Each reference type consists of a collection of labeled fields, which vary based on the reference type. For example, the book type includes fields for publisher and place of publication, two fields that are not available in the journal article type.
Each EndNote reference contains the information needed to cite the reference in a bibliography plus extra fields such as abstracts, notes, keywords, URLs, etc. References can be added manually or imported from a database (see Importing from databases into EndNote ). The References menu contains the options for manipulating references, such as creating a new reference, editing or deleting an existing reference, or showing and hiding selected records.
It is best to select the reference type before entering the bibliographic information in a reference; however, it can be changed at any time using the Reference Type drop-down menu at the top of the reference window.
Customizing reference types
Field labels for all reference types except generic can be modified. To modify field labels for a type:
For any reference type, only those fields with a label are displayed in the reference window. For example, Number of volumes will not be a field option for a journal article.
Modifying field names and adding new fields to a reference type
The left column of the table lists the field names for the generic reference type, which cannot be modified. The column to the right of the generic reference type contains name of the reference type selected and the field names for the selected reference type -- both be edited. There are five fields that are undefined for all reference types - Custom 2 through Custom 7 (Custom 1 is used for a couple of reference types).
Adding new reference types
Three reference types (Unused 1, Unused 2, and Unused 3) are provided specifically for customization. Change the reference type name and label fields as desired. If additional reference types are needed, existing reference types that are not intended to be used (perhaps map or artwork) can be renamed and modified.
Hiding reference types from the drop-down menu in the reference window
To keep the reference types that are not used from being displayed in the drop-down menu, open the reference types table and add a period in front of the name of the type to hide. For example, if the Artwork type is never used, change the name of the type to .Artwork.
Resetting EndNote default settings
To reset the default settings for reference types, click the EndNote defaults button on the Reference type preferences window.
From the References menu, select New reference . . . This calls up a window in which citation data can be entered by hand. Select the appropriate reference type from the drop-down menu, and enter data into fields as described below. Not all fields have to be used. Use the Enter key to begin a new line in the same field; use the Tab key to jump to the next field.
Names: Author and editor names must be listed one name per line. Using the format lastname, firstname is recommended. Use periods after initials, such as Smith, A. A., or a space between initials, Smith, A A
By default, the author field is set to work with the author term list. Subsequent occurrences of a name will automatically be filled in. To accept a suggested name, press the Enter or Tab key. If a name hasn’t already been used in the library, it will be in red text. To disable this feature, go to the Preferences option in the Edit menu.
Year: Enter the four-digit year (such as 1987) or in press or in preparation, as appropriate.
Titles: Enter titles without a period or any other punctuation at the end. For long titles, do not use the Enter key; just allow the title to wrap around to the next line. It is best to enter the title capitalized as it will appear in the bibliography, as output styles cannot handle more than one type of title capitalization per reference (such as an article title and a journal title).
Journal: Enter the full journal title. By default, the journal title field is set to work with the journal term list. Subsequent occurrences of a title will automatically be filled in. To accept a suggested journal title, press the Tab key. If desired, enter the journal title abbreviation in the Alternate Journal field. See the Term List LibGuide for information about the journals term list and importing the NLM medical journal and other types of journal title abbreviations.
Pages: Page ranges can be entered in full (342-346) or condensed (342-6) format. Do not use commas in page numbers in the thousands.
Edition: Enter 1st, 2nd, etc. as appropriate; do not include edition or ed. When EndNote formats a bibliography, it does not reformat the information in this field.
Date: Enter dates as appropriate. When EndNote formats a bibliography, it does not reformat the information in this field.
ID Numbers: EndNote has a number of fields for identifying numbers. The DOI is for the DOI (digital object identifier) for online articles. The Accession Number is for numbers identifying references in a database, like the PMID number in MEDLINE and PubMed.
Keywords: Enter keywords associated with the reference, such as subject descriptors, class name, project title, etc. By default, the Keyword field is set to work with the keyword term list. Subsequent occurrences of a keyword will be automatically filled in. To accept a suggested keyword, press the Enter or Tab key.
Notes: Enter personal notes about the work.
Abstract: Enter a brief description of the work. When references are imported from databases, often the abstracts are imported too.
URL : Enter the uniform resource locator (Web address). With a URL in this field, use the Open Link command from the References menu to launch the browser and open that site. For this to work properly, the URL, beginning with http://, must be the only information in this field. This can also be used to link to files on a local computer.
For information on the use of other fields, consult Help in EndNote toolbar.
Importing from databases
This is a quicker and easier method of getting citations into EndNote rather than entering references manually. Depending on the electronic resource you use, there will be different steps to follow in export and import your references. To export, select the desired references and follow the instructions in the tables from the Endnote Import/Export Guide . To import into EndNote, go to the File menu, then select Import ... then follow the instructions listed in the table. Note: Import filters must be saved in the c:\program files\endnote x- \filters. [ Note: Replace x- with version of EndNote used]
Adding references manually, exporting references from databases, video: adding endnote references from the library's search system, importing pdfs, video: adding & organizing references in endnote.
There are three main ways to populate your EndNote library with references:
In many library-subscribed databases, you can do a search and export citation information for multiple sources from your results into EndNote. This is a lot faster and more accurate than manual entry.
You can now open any of these references and edit, annotate, or organize them as needed
If you have a PDF file or folder of PDF files, you can import them into your library. When the PDF has a Digital Object Identifier, also known as a DOI, it will generate a reference and bring that PDF into your library. When it does not have a DOI (often the case with older scanned articles), it will only bring the PDF into your library.
The following examples show the fields required in EndNote Online for each reference type and an example in the ATU (Galway/Mayo) Harvard reference style.
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Reference Type: Instruction: Example: Thesis or dissertation, online from a commercial database. Theses. In the Thesis Type field. include the form of work such as Master's thesis, Doctoral dissertation etc. In the Name of Database field. enter the name of the database, such as ProQuest Dissertations and Theses Full Text; In the Document Number ...
Which fields are required for dissertation & thesis references in EndNote? Important instructions: ... Thesis type [e.g. Master's thesis or Doctoral dissertation] Name of Database ; Citation. Reference. Online thesis or dissertation with URL, freely accessible via the internet: Thesis:
To do this: In the CWYW toolbar click Convert Citations and Bibliography (Windows) or Tools (MAC) and select Convert to Plain Text. A new unsaved document with no field codes (not linked to EndNote) will be created. Save it with a new file name (your original document with the field codes will be unchanged and still be linked to EndNote) tNote ...
Enter the Thesis /Dissertation type (e.g. Master's thesis) in the Thesis Type field ; Enter the name of the Granting Institution in the University field (if the location is also necessary, ... EndNote Reference type Instruction Example; Use this category only if there is no other reference category that fits (e.g. Report for a downloaded ...
If you're unsure, it's an easy thing to check in EndNote itself. If you're using EndNote 20 or later, click in the Tools menu and then go to Output Styles and click on Open Style Manager. If you're using EndNote X9 or earlier, you start in the Edit menu instead of Tools.
EndNote reference type: Thesis. Add Archive Name to Name of Database field. Thesis - from database. Elements of the reference: Author - last name, initials. (Year). Title of thesis - italicised (Publication No. - if available) [Doctoral dissertation or master's thesis, Institution]. Database Name.
Step 4. Format citations in the thesis. Open thesis-master.doc in Word. From the EndNote menu in Word select the Update Citations. and Bibliography command. (In earlier versions of EndNote, use the Format Bibliography. command.) EndNote will format all the references in your document and create a single.
The working copy of the dissertation/thesis and the EndNote library should be kept in the same folder at all times. All new work on the document or in the library should use these exclusively. ... MelCat, or WorldCat, will be entered with the Reference Type of book as default, even though it might be an edited book, e-book, dissertation, or ...
How to use EndNote 21 and 20 Desktop for Windows and Mac, EndNote Online (Web) and EndNote for iPad and iPhone, thesis and publications writing, advanced tools, output (referencing) styles, syncing, sharing and collaboration, common issues and troubleshooting.
The option "Insert Selected Citation (s)" adds the citation that is selected in the EndNote library. Another way to add a citation is to select the needed reference in EndNote and then click the "Insert Citation" icon in the EndNote desktop toolbar or click the EndNote Tools menu + point at Cite While You Write + click Insert Selected Citation ...
Open EndNote and look at the top for References. Click on "new reference" to open the template. Select the "reference type," for example journal article, book, book section, thesis or another from the drop-down menu. Fill in the fields you need; you do not need to fill in all the suggested fields. The best practice is to enter the author's name ...
To modify field labels for a type: Go to the Preferences option under the Edit menu. Click on the Reference Types option. click on the Modify Reference Types button. Choose the reference type to be modified from the drop-down menu. For any reference type, only those fields with a label are displayed in the reference window.
1. Windows: From the "Edit" menu, select "Preferences…".Mac: From the "EndNote x" menu, select "Preferences…". 2. Select the "Reference Type" option in the list of preferences, and then click "Modify Reference Types..." to open the Reference Types preference. 3. Use the drop-down list at the top to select one of the Unused ...
Adding References Manually. Select References > "New Reference" from the top navigation menu OR click the New Reference icon, designated by a clipboard with a + mark. In the appearing dialogue box, select the appropriate reference type, such as Journal Article, from the drop-down menu. (This is important because it determines the fields that ...
The following examples show the fields required in EndNote Online for each reference type and an example in the ATU (Galway/Mayo) Harvard reference style.
EndNote reference type: Thesis Thesis Type field: enter - type of thesis eg. dissertation: Thesis retrieved from fulltext database or internet. Elements of the citation Author - family named followed by initials. Thesis title [type of thesis/dissertation on the Internet]. Place of publication: Publisher; Year [cited date - year month day].
EndNote is software for managing references. It has three main features; Capturing references of journal articles, books and other resources from literature searches; Managing and organising your references in your personal EndNote Library of references; Insert references from your EndNote Library into Word documents, essays, dissertations etc.
To use Word's built-in footnote/endnote tool: Put your cursor where you want to insert your new footnote or endnote. In the References tab, click Insert Footnote or Insert Endnote.; To adjust the settings of your footnote, including the numbering style, when to start and stop the numbering of your notes, where to place the note, etc..., right-click on any footnote/endnote and select Footnote...
Write everything in the Title field. For LeedsUniHarvard, in your Word document, set the citation to Show only in bibliography and manually type the citation to format it correctly. EU Treaty (LeedsUniHarvard) Use Generic. Enter " [Online]." then a space in the Volume field, followed by the document reference number.
In EndNote, go to Library > Find and Replace... For the field labeled "In:", choose Reference Type at the bottom of the drop down list. In the "Find" field type the actual name of the reference type you want to change from. Make sure "Match Words" is selected. In the "Replace with:" field type the actual name of the reference type you are ...
garypearce May 28, 2008, 3:19am 1. Hi , I have had a question from one of our students about using Endnote to reference different types of theses in APA. For masters and doctorates APA requires "Upublished master thesis" or "Unpublished doctoral dissertation" respectively. The Endnote template seems to give us just "Unpublished PhD ...
Endnote X2's (you can download the most recent APA5th from Endnote's website) looks like this: Author | (Year). Title. Unpublished Thesis Type|,*University|,*City|. (stars are link adjacent ) and inputing the data for a record (using the inbuilt "thesis" reference type). So how do you want it to look?
To enable EndNote to create the hyperlinks in your ETD you will need to open the configuration menu for the Bibliography section within the EndNote plugin in Word. This opens another menu that allows you to select: Link in-text citations to references in the bibliography.