EndNote – Transcript

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

Here we are in the Food Science and Nutrition subject guide under the ‘Setting up EndNote’ tab.

EndNote is what is known as a citation manager.

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.

Features include formatting your references in whichever citation style is required 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 based online.

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

You can download a free version of Microsoft Office 365 for PC or Mac, including word, following the link just below the EndNote link, labelled ‘free version of Microsoft Office 365’.

Clicking the link to ‘Register for EndNote Basic’ at the top of this tab, you can click ‘Register’ on the right-hand side of the screen to create your account. I would recommend using your Carleton email address for this.

If you’ve already set up your account, you can log in on the left. It’s also a good idea to bookmark this page, as you will come back to it often.

Once registered, you can also use these credentials to log into Web of 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 Science, 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 also works seamlessly with EndNote, allowing easy and direct export of citation information when you are logged in.

Having signed in to EndNote, here we are in my account.

If we click on the ‘Downloads’ tab along the top banner, on the left side of the screen under ‘Cite While you Write’, you can install the plug in for integrating EndNote with MS Word for either Windows or Macintosh.

A download you may also be interested in is next to it in the middle of the screen, named ‘Capture’. This 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 while visiting any website you want to reference.

A word of caution about it, when you click the ‘Capture Reference’ button once installed, 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.

In the Web of Science video, I had exported an article into EndNote, which we will retrieve in a moment.

In the PubMed video, I downloaded a citation file which I will now have to import into EndNote.

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

Returning to EndNote, clicking the ‘My References’ tab along the top, newly imported references appear in the ‘Unfiled’ group in the left-hand column. 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, we can review the details which include the basic information needed to generate your reference, along with the abstract we chose to import.

We can also edit the information if required.

Clicking the down-arrow next to Attachments, we can also upload the full text of this article, so that all of our research and readings are saved in one place and available online when we need them.

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

Clicking ‘Choose File’, we then need to locate the file we downloaded from PubMed.

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

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

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 banner, 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 the banner to ‘Organize’, 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 document]

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

We can see a tab along the top of our screen 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, ensuring ‘EndNote online’ is shown next to the word ‘Application’.

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 Name-Year’.

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

Vacuum packaging extends the shelf life of pork

Leaving a space after the word pork.

This is taken from the Bassey et al. article, and so next I will click ‘Insert Citations’ at the top left, type in ‘Bassey’, 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 also noticed the formatted reference appears below my typing, which will be our references 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 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.

Going back to the Food Science and Nutrition guide, you will find a ‘Citation Quick Guide’ link at the end of the EndNote tab 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.

Back to Word, looking at the reference we’ve just used you will notice the name of the publication, Lwt-Food Science and Technology, has not been abbreviated.

To resolve this, let’s go back to EndNote, click on the appropriate reference, and click on the field for ‘Journal’ in the middle of the screen.

I will copy this, go to the Food guide and click ‘Journal Citation Reports’, type in our journal name, and copy and paste the ISO abbreviation back into EndNote.

I’ll make sure our updated record is saved, return to Word, remove the previous citation entry, and start again. I’ll click ‘Insert Citations’, click ‘Find’ next to Bassey’s name, and then ‘Insert’.

Now we can see our modified publication name, in alignment with CSE formatting.

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 along with a list of references at the end of a document.

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