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Endnote Mac Workshop

? December 2013

Endnote @ HKU

Workshop for Mac Users

Introduction

The Why, Who, Where and How 2-4

… and Create an Endnote Library

Build Up Your Endnote Library

Method 1:

Manual input

5-8 Extra: Change citation styles 9

Method 2:

Import PDF files

10 Method 3: Direct export: Find@HKUL 11-12 Extra: Attach PDF 13-14

Direct Export: Academic Search Premier

15-16 Extra: Find PDF Full Text

Method 4: Save and import: Dragon (HKUL Catalogue) 18-20 Extra: Groups 21-22 Others

Quick guides

Remove duplicates 24

Backup your library

Cite While You Write

1. What is CWYW? 26

2. The Endnote Toolbar in Word: Mac 2008 26

How to use CWYW?

27-30

Discover

Organize

Write & Cite http://lib.hku.hk/endnote

III

1. Why Endnote?

A citation management software that helps you organize your readings and cite

the sources while writing your paper.

Introduction

Format the essay according

to a selected citation style , e.g. APA style.

in-text citations to acknowledge the work of another person.

Automatically create the

reference list in your essay.

What if you do not acknowledge others’ works?

This will constitute plagiarism.

Find out more at http://www.hku.hk/plagiarism

2. Who can download?

HKU has taken out an Endnote site licence which permits current HKU staff and students to use Endnote both on campus and on their Mac.

3. Where is the Endnote@HKU website?

URL:

lib.hku.hk/endnote

4. How to download and install Endnote?

Refer to the Downloading and Installation Guide : http://lib.hku.hk/endnote/EndNoteX7MacManual.pdf

Important: Please read the Conditions of Use !

Download a copy of the Endnote Learn how to

use Endnote Latest Endnote news

by following us on Twitter

Enter a filename , e.g. animals.

5. Create an Endnote Library

Select from the top bar menu: File > New

animals.enl

How many libraries can I create?

● You can create as many libraries you like.

●

Normally we create one library for each distinct research topic. Then, use the Groups feature to manage the references.

Important: Please use Firefox for exporting records to Endnote.

(https://www.wendangku.net/doc/dc4001213.html,/en-US/firefox/all/)

Click on Save to produce the library with the default extension enl and the Data folder.

Save as Package:

Save the library and the data folder as a single document.

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

Select the

reference type , e.g. book, journal article

Click on the New Reference icon from the Endnote top icon bar.

Close the window when done. This will

save the reference to your library.

Build Your Endnote Library

Method 1: Manual input

Special Note

Author Names

Personal names

● First Middle Last (no comma)

● Last, First Middle (comma after the last name)

Corporate author

● Organization, (1 comma after the organization name)

● Department,, Organization (2 commas after the department name)

More than one author

● Enter one author per line.

Auto-complete

● For author names that are already in the library, Endnote will auto-complete

the name after you have typed in the first few letters.

● If the author is a new name, it will appear in red, but will change to black when

the reference is saved.

Special Note

Dates and Page Numbers

Dates

●

Enter dates as you would like them to appear in your formatted list or bibliography. EndNote does not reformat dates.

Page Numbers

●

Format for page ranges:

- complete

- abbreviated

●

Do not use commas

Austin, C. (2009, 10 August ). Happy 4th birthday! Now

what about kids? South China Morning Post , p. 1.

Austin, C. (2009, August 10). Happy 4th birthday! Now

what about kids? South China Morning Post , p. 1.

Austin, C. (2009, Aug 10). Happy 4th birthday! Now what

about kids? South China Morning Post, p. 1.

Exercise Manual Input: A book

Open the pull-down menu for Output Style. Choose Select Another Style .

Enter name of your citation style and then press Enter.

Change citation style

3 Highlight the style and

click on Choose .

4 In the preview pane , the citation will be changed to the selected style.

Scenario: Before you began using Endnote, you already have saved a folder of full text articles in

PDF format. Is there an easy way to input these references into your Endnote library?

Import a folder of PDF files to your library. PDF files with a valid Digital Object

Identifiers (DOI) will be converted into EndNote references. Select File > Import

Choose the folder containing the

PDF files.

Click on Import

Select PDF File or Folder as the Import Option.

Files with DOI contain the basic bibliographic information.

The files with no DOI

have the pdf filename under the title field.

The paper clip icon indicates the PDF files have been imported to the library.

Build Your Endnote Library

Method 2: Import PDF Files

Step 1

Search Find@HKUL

and select records

Step 2

Direct Export

to Endnote

Step 1 Search Find@HKUL and select records

1 Enter your

search statement

2 Mark the desired records

3 Open the e-Shelf

Build Your Endnote Library

Method

3: Direct Export

Important: Please use Firefox for exporting records to Endnote!

Open the pull-down menu and choose Push to Export RIS

Step 2

Export records to Endnote

Select

the records

Click on

Click on OK

Under Applications, select

EndNote X7 > Endnote X7.app

Click on Choose

Click on OK

Attach PDF

Select the PDF file you have saved in Step 1.

Step 2: Link to PDF full text

2 3

Highlight the reference in your library.

From top bar menu, select References > File Attachments > Attach File.

A paper clip icon will be displayed against the reference.

Step 1: Download PDF full text

Download a PDF full text from your result list in Find@HKUL.

To open the PDF file, you can either:

Either: From top bar menu, select References > File Attachments > Open

with Preview.

Note: 1. Another way to insert file attachments is to drag and drop the file onto the reference

in either the Library window or the Reference window.

2. You can insert other file types , e.g. Word, Powerpoint, Excel files.

3. Up to 45 files per reference.

4. All file attachments are kept in the Data Folder of the corresponding Endnote library.

Or:

In the full record, locate the PDF file under the File Attachments field.

Step 1

Search ASP and select records

Enter a search statement in ASP e.g. giant panda and conservation

Access ASP :

HKUL Homepage > Electronic Resources >

Key English E-resources > EBSCOhost research databases

On the result list, click on the folder icon to select the desired records. (Note: To select all records on the page, click on Share > Results (1-10))

Build Your Endnote Library

Method 3: Direct Export

Step 1

Search Academic Search Premier

and select records

Step 2 Direct Export to Endnote

Important: Please use Firefox for exporting records to Endnote!

Step 2

Direct Export to Endnote

Once all records are marked, click on the Folder icon.

Tick the checkbox

to select all records

Click on the Export icon.

Select Direct Export

in RIS Format and then click on the Save button.

From the Opening delivery menu, choose to open with EndNote X7. Then, click on OK .

Highlight the reference(s) you would like to find full text.

Note: F or all references: Hold down command + A.

For individual references: Hold down the command key and click the references.

For a range of references: Hold down the Shift key.

Click on the Find Full Text icon.

Find PDF Full Text

Use the Find Full Text feature to locate full text to references in the library. PDF full text may be attached if the article is subscribed by HKUL. Maximum 250 records at a time.

Setup for Find Full Text:

In Endnote top bar menu, go to

EndNote X7

> Preferences

> Find Full Text

1. Tick all the 4 full text search options

2. Enter URL under Authenticate with:

http://eproxy.lib.hku.hk/login?url=

Wait while searching is in progress

Once Find Full Text is completed, Endnote will display:

● Found PDF: Number of PDFs found.

● Found URL: If EndNote cannot find the full text, the article URL may be inserted.

● Not Found: Number of records with no PDF/URL attached.

Build Your Endnote Library

Method

4: Save and Import

Step 1 Search

Dragon (HKUL Catalogue)

and select records

Step 2 Save the results

Step 3 Import to Endnote

From the result list,

check those which you consider as relevant.

Step 1

Search Dragon and select your records

Search Dragon :

HKUL Homepage

> Dragon (HKUL Catalogue) > Keyword/ Phrase

Click on Save Marked Records .

Repeat 2 and 3 for the other result pages.

Once you have gone through all the result pages, click on Export Saved List .

Select End-Note

Select Local Disk

Step 2 Save the results

Click on Save File

Click on Submit

Note:

The downloaded files are usually saved in the Downloads Folder

Step 3 Import the results to Endnote

Select File > Import

Choose the file you have saved in step 2.

Click on Import .

First-time users,

choose Other Filters against Import Options

Enter Dragon and then press Enter

Choose Endnote Import (Dragon…) and then click Choose