Using EndNote

EndNote 8 is a program that allows for the easy creation and use of bibliographies. It provides a simple way to store, manage, and search for bibliographic references in your own EndNote library. Remote bibliographic databases can be searched directly, and the results are automatically imported into EndNote. Search results from online databases can also be saved into files and imported in a few simple steps. EndNote is also a bibliography maker. It builds lists of cited works automatically. Use EndNote to insert citations and footnotes into your word processor.

Configuring a Connection to Union College

1. Start EndNote.
2. Under the Edit menu at the top of the screen, choose Connection Files → and then New Connection....

   

3. In the Untitled Connection window that appears, type Library Connections in the Category: text box.



4. Click Connection Settings inside the left pane to display the Connection Settings window.

   

5. Type the following information into the respective text box under the Connection Settings heading:
   
   
   • Server: Union College
   • Server Address: libraryopac.union.edu
   • Database: Library Catalog
   • Database Name: INNOPAC
   • Element Set: F
   • Port ID: 210
   • Record Syntax: USMARC
   • Text: ANSEL

   

6. Click Search Attributes inside the left pane to display the Search Attributes window. Under the Search Field Name column, click on the cell containing the word Abstract, and use the cursor that appears to clear it. Clear any other cells in that row as well.

   

7. Click the X button in the upper-right corner of the window to close the Untitled Connection window. Click Yes in the confirmation box that appears to save the connection. Type a descriptive name for the connection (i.e. Union College) in the File name: text box, and click the Save button.

Connecting to a Library Catalog

1. Under the Tools menu, choose Connect → and then Connect....

   

2. Click the Find button in the Choose a Connection File window that appears. From the drop-down menu, choose Library Catalogs.

   

3. Click on the name of the catalog to which you wish to connect, and click the Connect button.

   

4. Once EndNote has connected to the library catalog, the Remote Search window will appear. Use the options in this window to search for specific references.

   

5. The screen will be populated with a number of references that have been retrieved from the search parameters you have supplied. Select the relevant references by holding down the [Ctrl] button and clicking on each desired reference in the list. To save all selected references to an EndNote library, click the button in the upper-right corner of the window. Click New Library... to create a new library for all the records, or click Choose Library... to select a library off of your hard drive to which the records will be saved. If there is a library already open, that will also be available as an option at the bottom of the list.

   

6. You may continue to do this for additional library catalogs, each time appending the new results to your existing library. Be sure to delete duplicate records after each update by right-clicking on the reference in your library window and choosing Delete References... from the drop-down menu that appears.

Changing the Bibliography Style

1. Under the Edit menu at the top of the screen, choose Output Styles → and then Open Style Manager....

   

2. From the list that appears, click the checkbox next to the names of the bibliography styles that you wish to use. Click the Find button to limit the available options according to their category. You may also see a preview of the style by clicking the More Info button and choosing Style Preview from the drop-down menu in the sub-window that appears.

   

Using Import Filters

1. Under the Edit menu at the top of the screen, choose Import Filters → and then Open Filter Manager....

   

2. From the list that appears, click the checkbox next to the database from which you wish to import. Click the Find button to limit available options by their information provider. You may also read the database's downloading instructions by clicking the More Info button.

   

Cite While You Write

The EndNote toolbar is an add-on for Microsoft Word XP 2003. The toolbar should appear the next time you create a new document. If not, right-click on any empty area of the menu bar, and choose EndNote 8 from the list that appears. See this tutorial for information on positioning toolbars in Microsoft Word.

• Customize the toolbar by clicking the Cite While You Write Settings button. In the dialog box that appears, the General tab allows you to choose when the EndNote toolbar will appear or disappear in the Microsoft Word window, as well as some formatting options. The Keyboard tab allows you to reassign keyboard shortcuts for common EndNote tasks.