EndNote – Transcript

[opening slide: MacOdrum Library]

EndNote is what is known as a citation manager.

[second slide: Online Instruction Series – Web of Science – Presented by Scott Turner, STEM Librarian]

Citation managers allow you to collect references as you conduct your research, and use them to generate a Reference list and in-text citations for your assignments.

[website: EndNote tab in Food Science and Nutrition guide https://library.carleton.ca/guides/subject/food-science-and-nutrition#setting-up-endnote]

Features include formatting your references in whichever citation style is require for your assignment, importing and organizing references into different folders, and sharing references with other group members.

There is a paid version of EndNote that you can download to your computer, but we’re going to talk about EndNote Basic today, which is free to use and is based online.

Following the link to register in the Food Science subject guide…

[click link named ‘Register for EndNote Basic’ https://access.clarivate.com/login?app=endnote]

We can click ‘Register’ on the right to create our account. I would recommend using your Carleton email address for this.

If we’ve already set up our account, we can log in on the left.

It’s also a good idea to bookmark this page as you will come back to it often

[transition: landing page in EndNote, now logged in]

Here we are in my EndNote account. Once you are set up, you can also use these credentials to log into Web of Science.

[transition: Web of Science, logged in https://library.carleton.ca/find/databases/web-science]

Logging into Web of Science allows you to save searches, create alerts for newly published material, you can receive table of contents emails for journals indexed in Web of Wcience, and whether you’ve published an article or want to keep an eye on an important one, you can get alerted whenever it is cited in a new publication.

Web of Science works seamlessly with EndNote, allowing easy and direct export of citation information when you are logged in.

[transition: Food Science subject guide, EndNote tab https://library.carleton.ca/guides/subject/food-science-and-nutrition#setting-up-endnote]

EndNote also provides an add-on for Microsoft Word, which is used to generate your citations and references as you type.

Students can download a free version of Microsoft Office 365 for PC or Mac, including word, following the link from the Food Science subject guide.

[click link https://carleton.ca/its/all-services/computers/site-licensed-software/]

Scrolling down to Office Suites.

[transition back to EndNote]

Back to EndNote, if we click on the ‘Downloads’ tab, on the left under ‘Cite While you Write’ you can install it for Windows and Macintosh. This is the plug in for integrating EndNote with MS Word.

A download you may also be interested in is next to it in the middle of the screen, named ‘Capture’, which will allow you to generate a reference from a website. Simply drag and drop the ‘Capture Reference’ button to your bookmarks bar, and click it when you are on a website you want to cite.

A word of caution when using ‘Capture’ to reference a website, when you click the ‘Capture Reference’ button, spend a moment confirming the fields are accurate, things like title of the webpage, name of the organization or website, date accessed, and so on.

[transition: Web of Science https://www-webofscience-com.proxy.library.carleton.ca/wos/alldb/full-record/WOS:000441763700007]

Here is an article from Web of Science I would like to export to EndNote.

Having logged into Web of Science already, I simply press the export button and select EndNote online.

By default, we will export basic citation information, but if we click the down-arrow we can choose more details, including the abstract or full record details.

I will leave it at Author, Title, Source for now and click ‘Export’.

[transition: PubMed https://pubmed.ncbi.nlm.nih.gov/25975980/]

Here is an article from PubMed I would like to send to EndNote.

Near the top I will click on ‘Send to’, then ‘Citation manager’, and then ‘Create file’. This will download the citation information, which we will need to import into EndNote.

Each database functions a little differently, but look for an export to citation manager option, and if you don’t see EndNote, the standard citation format is RIS.

[transition into EndNote]

Returning to EndNote, clicking the ‘My References’ tab along the top, newly imported references appear in ‘Unfiled’ along the left. I will click ‘Unfiled’ and we can see the first reference from Web of Science, since it works directly with EndNote.

Clicking the drop-down menu labelled ‘Add to group…’, I could add references to an existing group, or create a new one. Groups are basically just different folders you can save your references to.

Clicking the title of the reference I have imported, we can review the details which include the basic information needed to generate your reference.

We can also edit the information if required.

Clicking the down-arrow next to Attachments, we can upload the full text of the article, so all of our research is saved in one place and available online when we need it.

For the second reference from PubMed, we need to hover over ‘Collect’ in the menu at the top of the screen and click ‘Import References’.

Clicking ‘Choose File’, we then find the reference file we downloaded from PubMed.

Next, we need to find the right ‘Import Option’. This is so that EndNote will interpret the file correction.

Clicking on ‘Select Favorites’, we need to locate ‘PubMed (NLM)’.

I would recommend clicking ‘Copy to Favorites’ so you only have to do this once.

Then, clicking the ‘Select…’ drop-down menu, we can choose ‘PubMed’.

Finally, the menu next to ‘To’ allows us to choose which group we want to import this reference to. I’m going to choose ‘[Unfiled]’.

Back to ‘My References’ along the top, and clicking ‘Unfiled’, we can see our two imported references: one from Web of Science and one from PubMed.

A few other things to point out in EndNote.

If I hover my cursor over ‘Collect’ along the top, this is where we imported our PubMed reference, but we can also click ‘New Reference’ to create a new entry for print material, or anything else we didn’t collect from a database.

Moving along to ‘Organize’ along the top banner, we can click ‘Manage My Groups’ where we can create a ‘New group’, but also share an existing group with class members by clicking on ‘Manage Sharing’.

Also of interest under ‘Organize’ is ‘Find Duplicates’, which I will click on. If you are doing a significant amount of research, you may end up importing a large number of references, and import the same reference more than once. This is a quick way to get rid of duplicate references, if you have any.

Under ‘Format’ along the top banner, we could simply click on ‘Bibliography’ to create a text-based reference list in whatever citation style we wanted, and paste it into a word processor.

[transition into Word]

Let’s now transition to MS Word, having downloaded the ‘Cite While You Write’ add-on.

We can see a tab along the top for ‘EndNote’, which I will click.

When you download the add-on for the first time, you will have to log into your EndNote account within Word. You can confirm EndNote Online is synced with your account by clicking ‘Preferences’ from the menu at the top, and then the ‘Application’ tab.

Clicking ‘Cancel’ and returning to the ‘EndNote’ tab, we can set our preferred citation style by clicking on the down arrow next to ‘Style’ and then clicking ‘Select Another style…’. As you can see, I’ve set my citation style to ‘CSE Style Manual 8th Edition N-Y’.

So let’s bring this all together. I will type in:

Sweet potatoes are low cost and nutrient dense

Leaving a space after the word dense.

This is taken from El Sheikha and Ray, and so next I will click ‘Insert Citations’ at the top left, type in E-L, and then click find. This is the correct citation, and so next I will click ‘Insert’.

It can be helpful to have EndNote open for quick access to all of your references, so that you can easily find author names.

You will have noticed the formatted reference appears below my typing, which will be our reference list.

I’m going to space down a few spaces, and then type in ‘References’.

As we add more in-text citations, the references will appear all together in alphabetical order at the end of our document.

Before we forget, let’s add our punctuation after our in-text citation above, after the bracket.

Remember, it is ultimately your responsibility to verify correct formatting. EndNote is helpful tool, but it does not guarantee 100% accuracy. You can find a ‘Citation Quick Guide’ link at the end of the EndNote tab in the Food Science subject guide to double check formatting.

Also at the end of the EndNote tab you will find a link to ‘Journal Citation Reports’. CSE citation style requires abbreviated journal titles, and Journal Citation Reports can help with this.

Looking at the reference we’ve used, you will notice the name of the publication, Critical Reviews in Food Science and Nutrition, has been abbreviated.

[transition: EndNote, Unfiled group]

If we return to our two references in EndNote, we can see that the article we imported from Web of Science still has its full publication name, British Food Journal.

[transition: Food guide, EndNote tab https://library.carleton.ca/guides/subject/food-science-and-nutrition#setting-up-endnote]

If we go back to the Food Science subject guide, EndNote tab, and scroll down to ‘Journal Citation Reports’, I will click it and then type in

British Food Journal

We’ll click on the result that comes up, copy the ‘ISO Abbreviation’

[transition: EndNote]

Return to EndNote, click on the title of our article, click the ‘Journal’ field, and then paste our abbreviated title and click ‘Save’.

Now when we cite this reference, it will be properly formatted according to CSE style.

And so that has been an overview of EndNote, including importing references, organizing them, integrating EndNote with MS Word, and automatically generating in-text citations and our list of references for assignments.

And so with that, good luck working with EndNote.

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