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Endnote Workshop I Section I : Introduction 1. What is Endnote? 2. Download Endnote

Section II : Organize Bibliographic Data 1. Create an Endnote Library 2. Manually Input a few citations 3. Insert an image into a reference 4. Manage your Endnote Library

Section III : Cite While You Write 1. What is CWYW? 2. The Endnote Toolbar in Microsoft Word 3. How to use CWYW? Step 1: Insert a citation Step 2: Change Citation Style Step 3: Edit a citation Step 4: Insert an image Step 5: Remove Field Codes

Visit: lib.hku.hk/endnote/ HKU Libraries Š January 2008


Section I: Introduction

Section I: Introduction

1

What is Endnote? In September 2006, HKU signed an Endnote site licence which permits all current HKU staff and students to use Endnote both on campus and on their home PC. EndNote is a bibliographical management software that will help you to: -

Organize bibliographic references. Insert in-text citations to acknowledge the work of another person. Create the reference list in your essay. Format the essay according to your selected citation style.

Please visit the Endnote@HKU website — http://lib.hku.hk/endnote

Download a copy of the Endnote Learn how to use Endnote

Subscribe to the RSS feed and keep informed of the latest news about Endnote@HKU

What if you do not acknowledge others’ works? This will constitute plagiarism. Find out more at http://www.hku.hk/plagiarism

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Section I: Introduction

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Download Endnote Step 1: Download Endnote 1. 2.

Point to http://lib.hku.hk/endnote/ Click on Download Endnote

OR

Step 2: Customize your Endnote software 1. 2.

Return to the Download Endnote page Download the Updates

(a) Check latest updates Click to see if there are new releases or updates (b) HKU Connection Files 1. Click, save and then unzip the file. 2. Replace the Connections Folder in C:\Program Files\Endnote X1

(c) Dragon Filter 1. Click, save and then unzip the file. 2. Put the file into the Filters folder in C:\Program Files\Endnote X1

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Section II: Organize Bibliographic Data

Section II: Organize Bibliographic Data

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Create an Endnote Library You can create one Endnote library for each research topic. Therefore, you may have many libraries, each focusing on a specific topic. 1

Select from the top bar menu: File > New

2

Enter a filename, e.g. autism. The default extension is enl.

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Section II: Organize Bibliographic Data

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Manually Input a Few Citations Manual input into Endnote

1.

Citation No. 1: A book You have read the following book, and would like to enter the citation into your Endnote library.

1

Select References > New Reference from the Endnote top bar menu. 2

Select the Reference Type 3

Enter the citation information, e.g. author, title.

4

Close the window when done.

Note : Author Names (a)

(b) (c) (d)

Name formats: - “First Middle Last” (no commas), e.g. Nelson W.S. Chow - “Last, First Middle” (comma after the last name), e.g. Chow, Nelson W.S. - “Organization,” (comma after the corporate name), e.g. The University of Hong Kong, One author per line. If the author is a new name, it will appear in red, but will change to black when the reference is saved. Author names that are already in the library, Endnote will auto-complete the name after you have typed in the first few letters.

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Section II: Organize Bibliographic Data 2.

Citation No. 2: A journal article Try to input this journal article citation into Endnote.

1

Select References > New Reference from the Endnote top bar menu. 2

Select the reference type

3

4

Enter the citation information.

Close the window when done.

Note: Page Numbers (a)

(b)

Format for page ranges: - complete, e.g. 1331-1336 - abbreviated, e.g. 1331-6 Do not use commas: e.g. 1331 instead of 1,331.

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Section II: Organize Bibliographic Data 3.

Citation No. 3: A news article Try to input this news article citation retrieved from a database called Proquest.

1

Select References > New Reference from the Endnote top bar menu.

2

Select the reference type

3

Enter the citation information.

4

Close the window when done.

Note: (a) City: Enter the name of the city if it is not part of the newspaper title. (b) Issue Date: Enter dates as you would like them to appear in your reference. Endnote does not reformat dates. (c) For electronic resources - Access Date: Enter the date when you retrieved the article online. - URL: Enter the web address of the electronic resource. Endnote Workshop I

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Section II: Organize Bibliographic Data

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Insert an image into a reference You may attach one image file to each reference in your Endnote library. Step 1: Save the image 1. 2. 3. 4.

Go to http://library.hku.hk/record=b3656405 Right click on the book cover image Select Save Picture As Save the picture to the S:drive.

Step 2: Insert the image 1

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Go to your Endnote library. Double-click on the citation for this book. This will open the Reference Window.

From the top bar menu, select References > Figure > Attach Figure.

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Section II: Organize Bibliographic Data 3

Choose the image file that you have saved previously. 4

Click on Choose File.

The image will be inserted into the Figure field.

Step 3: Insert the caption Enter the caption, a short description of the image. The caption field appears directly under the Figure field in a reference.

Note: If you insert an EndNote figure into a Word document with Cite While You Write (CWYW), the corresponding caption will appear along with the figure in your paper. Endnote Workshop I

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Section II: Organize Bibliographic Data

Insert Tables and Charts Besides image files, you can also use the Attach Figure function to insert related tables or charts into your Endnote reference. You will then be able to insert the same table or chart for illustration in your Word document using the CWYW function.

1

From top bar menu, select References > Figure > Attach Figure

2

Select the appropriate file, e.g. an excel file containing a chart.

3

The excel file will then be kept along with this Endnote reference.

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Section II: Organize Bibliographic Data

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Manage your Endnote Library

1

Click on the Figure column to sort records containing images.

2

Sort by a particular field, e.g. Year.

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The output style of the highlighted citation is shown in the Preview Pane below.

Select or change the output style here.

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Section II: Organize Bibliographic Data

How to change the citation style? 1 Open the pull-down menu for Output Style. If the style you need is not on the list, choose Select Another Style.

2

Enter the name of your citation style and then press Enter. Or, browse the style from the list.

3

Highlight the style.

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5

Click on Choose.

The output style in the Preview Pane will be changed accordingly.

Note: You can also go by the top bar menu: Edit > Output Styles > Open Style Manager Endnote Workshop I

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Section III: Cite While You Write

Section III: Cite While You Write

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What is CWYW? Endnote’s CWYW (Cite While You Write) helps you:

Insert in-text citations

Insert the figures and charts

Build the Reference List

Format the citation style of the entire essay

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Section III: Cite While You Write

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The Endnote Toolbar in Microsoft Word

An Endnote toolbar will appear in Word once Endnote has been installed in your PC. Note: If the Endnote toolbar is not there, open it from the Word top bar menu: View > Toolbars > Endnote X1

The Endnote functions can also be accessed from the Word top bar menu: Tools > Endnote X1

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Section III: Cite While You Write

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How to use CWYW?

Step 1

Insert a citation

Method A Search citation

1

In your Word document, place the cursor at the place where you would like to insert your in-text citation. Click on the Find Citation icon.

2

Search by keyword.

3

Select the citation

4

Click on Insert

5

The in-text citation will be inserted into the document.

6

The citation will also be added to the reference list at the end of the document.

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Section III: Cite While You Write Method B: Insert selected Citation(s)

1

In Word, place the cursor at the place where you would like to insert your in-text citation. Click on the Go to EndNote icon.

2

Highlight the desired reference(s) in your EndNote Library

3

Return to the Word document and click on Insert selected citation(s)

4

The in-text citation and the reference list will be properly inserted into the document.

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Section III: Cite While You Write Step 2

Change the citation style

1

Click on the Format Bibliography icon.

2

Open the pull-down menu and select your preferred style, e.g. APA Style. If the style you need is not there, click on Browse to select from the full list.

3

The citation style will be changed accordingly.

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Section III: Cite While You Write Step 3

Edit a Citation

1

Click on the citation to activate the EndNote field code which should turn grey.

(A)

2

Click on the Edit Citation icon.

Remove author name / year from the in-text citation 1 Select Exclude author or Exclude year

2

Click on OK

3 The author’s name will be removed from the intext citation. This is useful when you would like to mention the name of the author within the text of your essay.

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Section III: Cite While You Write (B)

Add Suffix, Prefix, or Pages

1 Add Prefix, Suffix or Pages Note: Pages works for footnote only. Use Suffix to add page numbers to an in-text citation.

2

Click on OK

3

The citation will be formatted accordingly

Deleting a Citation from your Word Document 1

Go to Edit Citation.

2

Click on Remove.

3

Click on OK

Important: DO NOT remove citations using the delete function in Word.

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Section III: Cite While You Write Step 4

Insert an Image

1

In your Word document, place the cursor at the place where you would like to insert your figure. And then, click on the Find Figures icon.

2

Enter search terms. Endnote will search in all fields, including the Caption.

5

6

3

Click on Search

4

Highlight the appropriate citation

Click on Insert

The figure will be inserted into your document.

Note: If the label for Figure is in Chinese characters, you can change it to English after Step 5: Remove Field Codes.

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Section III: Cite While You Write

Deleting a Figure from your Word Document

1

Highlight the entire citation for the figure, including the surrounding parentheses.

2

3

Press Backspace or Delete.

From top bar menu, select Tools > Endnote X1 > Generate Figure List

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Section III: Cite While You Write Step 5

Remove field code Before submitting your paper, you may wish to remove the Endnote field code. The recipient can then view the document properly without using Endnote.

1

Click on the Remove Field Code icon.

2

Click OK to create a new document with the field code removed.

3

Save the new document, which does not carry any Endnote field codes.

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Endnote Workshop I @ HKU Libraries