EndNote Designing citations and bibliographies · 2017. 4. 25. · Referencing: EndNote –...
Transcript of EndNote Designing citations and bibliographies · 2017. 4. 25. · Referencing: EndNote –...
Referencing: EndNote – Designing
citations and bibliographies
Referencing: EndNote – Designing citations RE012 and bibliographies
About These Activities
Software Used
These steps were written using the following software. However you will be able to do very similar activities with other software versions.
EndNote X7
Word 2013 (Windows) or Word 2011 (Mac)
Windows or MacOS
Files Used
Finney paper .docx
labwork.data
labwork.enl
Sample Tech Paper2.docx
Finding the Exercise Files
All the files for these exercises have been provided for you on a network drive. Your area of the drive is called the Home Drive H: .
They can also be downloaded from the ITLC Portfolio (visit http://portfolio.it.ox.ac.uk and search for “EndNote designing citations” or similar search text to find the course pack for this course).
Copyright
Pamela Stanworth makes this document and the accompanying PowerPoint presentation available under a Creative Commons licence: Attribution-NonCommercial-ShareAlike CC BY-NC-SA. [email protected]
Screenshots in this document are copyright of Microsoft.
The Oxford University logo and IT Services logo are copyright of Oxford University and may only be used by Oxford University members in accordance with the University’s branding guidelines.
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Steps for the Learning Objectives
Exercise 1 Getting started
Start EndNote
Open labwork.enl
Start Word
Open Sample Tech Paper2.docx
Ensure that the EndNote tools are visible in Word
Task 1
Start EndNote
Step 1
Click
In the Star t menu, explore the folders and look in the EndNote folder
Click
In the Finder , explore the Appl icat ions folders and look in the EndNote folder
Step 2
Choose EndNote
Step 3
If an existing library appears, close it (leaving EndNote open)
If a message appears about being unable to find a certain library, cancel it – you are going to open a library that is provided
Task 2
Open the library labwork.enl
Step 1
Use Fi le|Open
Step 2
Look in Drive H (or elsewhere if instructed by your teacher)
Step 3
Select l abwork.enl and open it
Step 4
The library appears in a window within EndNote, with over 200 references
Maximise the library window
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Task 3
Start Word
Step 1
If you are using Windows in our teaching
rooms, you can start Word by using the Start menu
Find Word among the Microsof t Off ice
group
If you are using a Mac in our teaching rooms,
you can start Word by using the Finder:
Find Word in the Appl icat ions folder, among the Microsof t Off ice group
Task 4
Open the Word document Sample Tech Paper2.docx
Step 1
Use Fi le|Open
Step 2
Browse to Drive H (or elsewhere if instructed by your teacher)
Step 3
Select Sample Tech Paper2.docx and open it
Task 5
Identify the EndNote tab in the Word ribbon
Identify the EndNote toolbar
If it is floating, move it to a convenient location on the screen
Task 6
You will use this library and this Word document throughout today’s exercises; so just leave them open at the end of each exercise, being careful to save your work frequently
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Exercise 2 Effect of changing the output style (Optional Revision)
Look at the citations in a document
Look at some citations in footnotes
Look at the bibliography at the end of a document
Apply some standard output styles
Notice their effects on citations
Find some more output styles in EndNote
Task 1
Continue work in the EndNote library l abwork.enl and the Word document Sample Tech Paper2.docx
Task 2
Examine the citations in this document
Step 1
Scroll through the document, which already contains several citations
Step 2
Initially, the in-text citations appear as numbers in square brackets
Pause the mouse over a citation (without clicking)
The citation details appear in a ScreenTip
Step 3
Click on a citation
By default, the selected citation becomes shaded
The mouse pointer becomes a hand and you jump to the corresponding item in the bibliography
Mac users can turn on Field Shading (when selected) using Word|Preferences|View
Step 4
Each citation is a link to a reference in the EndNote library
Task 3
Apply the Author-Date
output style
Step 1
In Word , on the EndNote ribbon tab or toolbar, locate the Style box
Step 2
In the Style box, select Author-Date
This is one of EndNote’s standard output styles
Step 3
If necessary, update the citations in the document:
Click or
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Task 4
Notice the effect of the style on the citations
Step 1
Scroll through the document, noticing how every citation has been automatically re-formatted, using information from the library
Step 2
Look at citations within paragraphs and in footnotes
Look at the bibliography at the end of the document
These have all been re-formatted
Task 5
Apply another popular style, Harvard , and notice the further differences
Step 1
Look in the Style box for Harvard and apply it
Step 2
If Harvard is not already shown on the list, click Select Another Style or Browse and look through the list to find Harvard
Step 3
Click as necessary to apply the style
Step 4
Scroll through the document again, noticing the changes to in-text and footnote citations and the bibliography
Task 6
Leave the Word document and the EndNote library open for the next exercise
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Exercise 3 Options for an individual citation
Exclude Author or Date from an individual citation
Add a prefix or suffix to a citation
Page numbers in a citation
Task 1
Continue work in the Word document Sample Tech Paper2.docx with Harvard style
Task 2
Exclude the year from the Bordier, 2003 reference
Step 1
Select (Bordier, 2003) - at the end of the first body-text paragraph
Step 2
Click (Windows) or choose
Edi t & Manage from the Citat ions menu (Mac)
Step 3
In the Edi t and Manage Ci tat ions dialog, use the Formatt ing drop-down to Exclude year and click OK
Observe what has happened to the reference in the text
Task 3
Add the prefix also discussed in to a suitable citation
Step 1
Click the Fisher, 1972 citation in the Social Factors text
Click (Windows) or choose
Edi t & Manage from the Citat ions menu (Mac)
Step 2
In the Edi t and Manage Ci tat ions dialog, click in the Prefix box and type also discussed in
Step 3
Click and examine the effect on the in-text
citation
Task 4
Insert a citation at the start of a sentence, with a suitable format
Step 1
Click just before the sentence “Society begins and ends…” in the next paragraph
Step 2
Choose Inser t Ci tat ion | Find Ci tat ion on the
EndNote tab of Word’s ribbon or click on the toolbar
Step 3
Type character in the Find box in the dialog
Step 4
In the short list of papers found, choose Law’s paper of 1988
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Step 5
Click the arrow on the Inser t button
Choose Inser t & Display as: Author (Year)
The citation appears, suitably formatted, at the start of the sentence
Task 5
Edit the Cassar citation on page 2, to show only the author name
Step 1
Click on the Cassar citation on page 2
Step 2
Display the Edi t and Manage Ci tat ions dialog
Step 3
Use the Formatt ing drop-down to exclude the year from this citation
Step 4
If you like, edit the sentence to be suitable
Task 6
Edit another citation, and try some other options from the dialog
Note that not all output styles can display cited pages (Pages added using this Edi t Ci tat ions dialog); page numbering will be discussed in a later chapter
Task 7
Save the document, and leave it open for later exercises
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Exercise 4 Revising an output style (Citations template)
Create a new style, based on a standard one
Add a comment
Revise the Citations template (changing fields, formatting etc.)
Save the revised style
View the effect on a document
Task 1
Continue work in the EndNote library l abwork.enl
Apply the Author-Date output style
Task 2
Open the Author -Date style for editing, saving it with the new name 01Author-Date Copy
Step 1
In EndNote, choose Edi t |Output Sty les|Edi t “Author -Date”
Step 2
The Style Editor window opens, with this style’s current settings
Step 3
Choose Fi le|Save As and give the new style the name 01Author-Date Copy
Task 3
Add a comment, giving your name and the date you modified the style
Step 1
With About This Style selected in the left-hand list of categories, read any Comments that may have been added already
Step 2
Click in the Comments box and type Modified by [your name] on [today’s date]
Task 4
Edit the Citations Template to provide this effect:
Jones, 2006; Wireless
network deployments
Step 1
In the category panel (on the left-hand side of the window), choose Templates under Citat ions
The current template is shown on the right
Step 2
Select the fieldname Author and apply bold formatting
(e.g. click or right-click and choose Font|Bold )
Step 3
Type a comma after the Author fieldname
Step 4
Type a semi-colon and a space after the Year fieldname
Step 5
With the insertion point after the space, use
and choose Ti t le
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Step 6
Select the Ti t le fieldname and apply italic formatting
Remove any unwanted punctuation
Task 5
Close and save the output style
Step 1
Click or to close the Style Editor (not closing
EndNote itself)
Step 2
Agree to save the revised style
Task 6
Confirm that the style works as required in the document Sample Tech Paper2.docx
Step 1
Switch to the Word document Sample Tech Paper2.docx
Step 2
In Word, use the Style box to apply the 01Author-Date Copy style
Note: if your custom style does not appear in the short list of styles, choose Select Another Style or Browse and browse through the list
Step 3
Examine some of the in-text citations and observe the effect of your style revisions
Task 7
Leave the Word document and the EndNote library open for the next exercise
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Exercise 5 Revising the Bibliography templates
Examine the bibliography templates for the current style
Rebuild part of the template for bibliography entries
Observe the effects on a bibliography in a document
Task 1
Continue work on the EndNote library l abwork.enl
Task 2
Start editing the 01Author-
Date Copy style
Show the templates which control the bibliography entries
Step 1
In EndNote, choose Edi t |Output Sty les|Edi t “01Author-Date Copy”
Step 2
In the panel on the left, select Bibl iography|Templates
Task 3
Examine the different templates that have been set up for each reference type
Task 4
Make a few changes to formatting, punctuation and fields for the Journal
Ar t icle reference type
Step 1
Select the Journal Art ic le reference type (a grey/blue border appears around the entry)
Step 2
Place the insertion point immediately after the fieldname Author
Type a comma and a space
Step 3
Click (found in the top right)
Choose Accession number to insert the field
Step 4
Select the Journal fieldname and make it italic
Step 5
Make some more changes to this template if you wish
Make some changes to the templates for other reference types if you wish
Step 6
Save the style (leave it open for a later exercise)
Task 5
Examine the effect in your document
Step 1
Switch to the Word document
Confirm that the output style 01Author -Date Copy is applied
Step 2
Examine the effect of your template revisions on the bibliography
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Step 3
Hint: if the formatting has not updated, you may need
to click or
Task 6
Leave the Word document and the EndNote library open for the next exercise
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Exercise 6 Revising the Footnotes templates (Optional)
Create a template for footnote citations
Include only the fields that are required
Use suitable punctuation between fields
Format some fields for emphasis or clarity
Task 1
In EndNote, continue editing the 01Author-Date Copy style
Task 2
Create a template so that all citations in footnotes are similar to this:
Jones, 2006, “Recent
Advances in Dithering”,
(Dithering2)
Step 1
In the Style Editor, select the Footnotes|Templates category
Set the drop-down to Using footnote format
Step 2
Click the insertion point in the Generic template (initially it is an empty box)
Build this pattern of field names with punctuation,
either by typing or by selecting from :
Author, Year, “Title”, (Secondary Title)
Step 3
Select Author and format it to be bold
Select Year and underline it
Step 4
Save and close the modified output style
Task 3
Examine the effect on your document
For example, there is a footnote citation (Ginsberg, 1988) at the bottom of page 1
Update the citations in the document, if necessary
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Exercise 7 Repeated citations in footnotes (Optional)
Examine some citations in footnotes
Edit or create a Short Form template
Use the Short Form template to change the way that the same work is shown, if repeated later in a document
Examine the effect of these output style changes on the document
Task 1
Continue work in Sample Tech Paper2.docx in Word, and the labwork.enl library in EndNote
Task 2
Notice that there is a footnote citation of Ginsberg 1988, near the end of the Introduction, and the same work is cited again in a much later footnote
Task 3
Apply the output style Chicago 16th Footnote
This style is used for citations in footnotes
Any citations not in footnotes are hidden for the time being; they will re-appear when you apply a non-footnote style in a later exercise
Task 4
The second citation of the Ginsberg paper appears using a shorter form
The Shor t Ti t le would be taken from Short Title field in the Ginsberg reference in the library
Task 5
Edit the Ginsberg reference, adding a Short Title
Step 1
Find the Ginsberg reference in the EndNote library
In the Short Title field, type a shorter text such as Stressful venepuncture
Click on any other reference in the library, to ensure that the change has been saved
Step 2
Update the citations in the document
The second Ginsberg citation now displays the short title
Task 6
Suppose you now require a different treatment of all second, shorter, citations of journal articles
Task 7
In EndNote create a copy of the style Chicago 16th Footnote
Save it as 01Chicago 16th Footnote Copy
Task 8 Step 1
Select Footnotes|Templates
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Edit the template for the short form of journal articles, similar to this:
Jones, 2006
Step 2
Notice that there are separate templates for each of the popular reference types
Ginsberg is a journal article: a citation with any reference type not explicitly listed would be formatted using the Generic template
Step 3
Examine the Journal ar t ic le - Short form pattern, to discover why the second Ginsberg citation appeared as it did
Step 4
Replace “Short Title,” with Year,
Task 9
Save the revised style and apply 01Chicago 16th Footnote Copy to the document
Examine the effect on your footnote citations
You may need to Update the formatting or
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Exercise 8 Further features of footnote citations (Optional)
Use “Ibid.” if the same work is cited in consecutive footnotes
Alternatives to “Ibid.”
Control whether or not footnote citations are included in the bibliography
Examine the effect of these changes in the output style on the document
Task 1
Continue work in Sample Tech Paper2.docx in Word, and the labwork.enl library in EndNote
Task 2
On page 2, insert 2 footnotes, a few words apart, citing the same work
Step 1
On page 2, click at the end of the first paragraph and insert a footnote:
On the References tab in Word’s ribbon, in
the Footnotes group click
Choose Inser t |Footnote
Step 2
Use EndNote to insert a citation to Bloch and Joplin, 1959
Step 3
Click at the end of the next paragraph
Insert another footnote citation, to the same work
Step 4
Ensure that there are no other citations between these footnotes
You now have two consecutive footnotes, citing the same work
Task 3
By default, the Chicago 16th Footnote style inserts “Ibid.” for the second citation
Task 4
Continue editing your 01Chicago 16th Footnote Copy style in EndNote
Task 5
Modify the handling of footnotes so that the term Ibid. is not used
Step 1
Choose Footnotes|Repeated Ci tat ions
Step 2
Under I f the Same Reference Repeats in Consecutive Ci tat ions , choose to Use short form
Task 6 Step 1
Choose Footnotes|Templates
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Among the Footnote Templates settings, notice the checkbox which chooses whether to include the footnote citations in the bibliography
Step 2
Find the checkbox Include ci tat ions in bibl iography
Step 3
Clear this checkbox if you wish
Then any citations in footnotes would not be included in the bibliography
Task 7
Save the output style
Confirm that the copy style called 01Chicago 16th Footnote Copy is applied to the document
Examine the changes in the footnote citations in your document and on the bibliography
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Exercise 9 Page numbers
Include page numbers in a citation
Edit the output style to display cited pages
Change the page numbers format
Task 1
Continue work on Sample Tech Paper2.docx
Apply, if necessary, the 01Author-Date Copy output style
Task 2
In the Word document, try inserting a page number into one citation
Step 1
Suppose the book citation (Bordier, 2003) at the end of the first paragraph should specify the page numbers for reference
Step 2
In the Word document, click in the Bordier, 2003 citation
Click or choose Ci tat ions|Edi t
& manage Ci tat ions
Step 3
In the dialog, type 90-92 in the Pages box
Click OK
Initially, the cited page numbers do not appear with the citation
Task 3
Modify the output style to display the cited page numbers
Step 1
The cited page numbers may not appear in the document, because some output styles (including Author-Date) do not display the cited pages
Step 2
In EndNote, choose Edi t |Output Sty les|Edi t “01Author -Date Copy”
Step 3
In the Ci tat ions category on the left-hand panel, choose Templates
Step 4
With the insertion point just before the closing bracket,
type a space then click and choose Cited
Pages
Step 5
Close and save the output style
Task 4
Examine the effect of the style change on the Bordier citation
After saving the style, you may need to use or , to
see the effect of your changes in the document
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Task 5
Experiment with changing the Page Numbers formatting options, which are listed in the Style Editor window near the top of the category panel
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Exercise 10 Ambiguous or multiple-works citations
Change the way that ambiguous citations are handled
Change the way that multiple works by the same author are handled
Change the way that anonymous works are handled
Examine the effect of these changes in the output style on the document
Task 1
Continue work in Sample Tech Paper2.docx in Word, and the labwork.enl library in EndNote
Task 2
Apply the style APA 6th to the document
Task 3
Near the bottom of page 1 and the top of page 2, notice that we cite two different papers written by Cassar in 1980
The APA 6th style has marked them with a and b to distinguish them
Task 4
Make a copy of the style, called 01APA 6th Copy
Step 1
In EndNote, choose Edi t |Output Sty les|Edit “APA 6th”
Step 2
Save it as 01APA 6th Copy
Task 5
Change the way the output style handles these ambiguous citations
Step 1
Select Citat ions|Ambiguous Ci tat ions
Step 2
Clear the checkbox Add a letter after the year
Step 3
Check Add the t i t le for di f ferent works by the same author
Step 4
Save the output style
Task 6
Apply the modified style to the document
Examine the effect on disambiguating the Cassar citations
Task 7
Two books by Trevor, with different dates, are cited in the 3rd body-text paragraph on page 1
Task 8
Edit the output style so that these citations are not combined
Step 1
In the Style Editor in EndNote, continue editing the style 01APA 6th Copy
If necessary, use Edi t |Output Sty les|Edi t “01APA 6th Copy”
Step 2
Select Citat ions|Author Name
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Step 3
Clear the checkbox Omit repeated authors
Step 4
Save the output style
Task 9
Apply the modified style to the document, updating citations as necessary
Examine the effect on the pair of Trevor citations
Task 10
Examine the options for handling anonymous citations
Step 1
In EndNote’s Style Editor, choose Anonymous Works (near the top of the panel of categories)
Step 2
Change the setting here if you like
Step 3
In order to see the effect of this setting, you may need to insert a suitable citation:
First create an anonymous reference in your library (i.e. one where the Author field is empty)
Then insert a citation to that reference into your document
Task 11
Save the output style
Examine the effects on your document (you may need to update the formatting)
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Exercise 11 More formats for citations
Insert a citation that appears in the bibliography but not in the text
Change the way that authors’ names are presented in citations
Examine other formats that can be set in the output style
Task 1
Continue work in Sample Tech Paper2.docx in Word, and the labwork.enl library in EndNote
Task 2
Insert a citation to Simard, 1994 and format it to be hidden
Step 1
Place the insertion point somewhere convenient in the document, such as at the end of the Conclusion
Step 2
Find the paper by Simard, 1994 in the EndNote library
Step 3
Insert the citation into the Word document
Step 4
In the Edi t & Manage Citat ion dialog, choose to Show only in bibl iography
Task 3
Update the citations in the document, and confirm that Simard, 1994 does appear in the bibliography even though it is hidden in the text
Task 4
Continue editing the 01APA 6th Copy output style
Task 5
Arrange for all author names to appear in citations with the form “Snell, Robert”
Step 1
In EndNote, choose Edi t |Output Sty les|Edi t “01APA 6th Copy”
Step 2
Under Citat ions , choose Author Name
Step 3
Use the First author drop-down to choose the format Smi th , Jane
Use the Other authors drop-down to choose the format Doe , John
Set Ini t ials to Ful l name
Task 6
Make further changes to the output style if you wish
Save the changes
Task 7
Examine the effect on your document (you may need to re-apply the output style or update the formatting)
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Exercise 12 Journal Name term list (Optional)
Find or edit a reference to contain an abbreviated journal name
Preview the reference
EndNote may display the full journal name
Explore how this is managed by the output style
Import a fresh set of journal names and abbreviations
Task 1
Continue work in labwork.enl
Task 2
Notice how some references contain an abbreviated name for the journal
However, the journal name appears in full in the formatted bibliography
Step 1
View the reference for O’Donnell, 1989 in EndNote’s Reference tab
Step 2
The Journal is given here in abbreviated form, as Clin Radiol
Step 3
APA 6th is a style which requires journal names in full
Check that the copy output style 01APA 6th Copy (or
similar) is applied in the EndNote window
Step 4
View O’Donnell, 1989 in the Preview tab
Notice that in the preview the journal name is shown in full (provided this journal is included in the term list: see below)
The Preview illustrates the way this reference would appear in a formatted bibliography, given this output style
Task 3
Open the output style APA 6th (or your copy) and notice the setting for Journal Names
Step 1
Choose Edi t |Output Sty les|Edi t “01APA 6th Copy”
Step 2
Choose the Journal Names category
Step 3
Notice the setting for the journal name format
This setting controls the way that the journal name should appear (in full or abbreviated) in a citation and/or bibliography
Step 4
Change this setting if preferred
Close the Style Editor
Task 4 Step 1
Choose Tools|Open Term Lists|Journals Term Lis t
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Look at the Journals term list
Step 2
Look at the journal names included here
You may need to stretch the dialog to make it wide enough to look at the alternative abbreviations
Task 5
Update the Journals term list with more journal names and their abbreviations
Step 1
Choose Tools|Open Term Lists |Journals Term Lis t
Step 2
Select all existing journals names in the white list box and delete them
Step 3
On the Lis ts tab, click
Step 4
Browse to the folder where the term lists are saved
This may be a location similar to C:\Program Fi les\EndNote X7\Terms Lists
Step 5
Select the Medical term list and import it
Step 6
Import another term list that is related to your own work
These journal names and abbreviations will be used to format your citations and bibliographies
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Exercise 13 Bibliography options set in the output style
Change the way that titles are capitalised in the bibliography
Change the sort order for items in the bibliography
Examine other formats that can be set in the output style
Task 1
Continue work in Sample Tech Paper2.docx in Word, and the labwork.enl library in EndNote
Task 2
Apply the output style Harvard
This style is used for in-text citations, so any effect on citations in footnotes is incidental
Task 3
In EndNote create a copy of the style Harvard
Save it as 01Harvard Copy
Task 4
Ensure that the first word of each title of papers, books etc has a capital letter but the rest is given in lower case
Step 1
In the Bibl iography group, choose Ti t le Capi tal izat ion
Step 2
Choose Sentence s ty le capi tal izat ion
Task 5
Change the bibliography sort order to be the order that citations appear in the paper
Step 1
In the Bibl iography group, choose Sort Order
Step 2
Choose Order of appearance
Task 6
Change the shape of bibliography paragraphs to have a straight left edge
Step 1
In the Bibl iography group, choose Layout
Step 2
Set the Hanging Indent (at the bottom right of the dialog) to None
Task 7
Specify that the URL should be given if the DOI is not present
Step 1
In the Bibl iography group, choose Field Substi tut ions
Step 2
Check the box for I f the DOI f ield is empty
Confirm that the box to use contains some punctuation and URL
Task 8
Make further changes to the output style if you wish
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Task 9
Save the changes to the output style
Apply the output style 01Harvard Copy
Examine the effect on your document
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Exercise 14 Bibliography options set in a document
Set up a title for the bibliography
Change the font for the bibliography items
Control the spacing within and between bibliography items
Use hyperlinks between citations and the bibliography
Task 1
Continue work in the Sample Tech Paper2.docx and the l abwork.enl library
Task 2
Display the Layout tab of the Format Bibl iography dialog
Step 1
In Word, display the Format Bibl iography dialog:
On the EndNote tab of the ribbon, find the Bibl iography group
Click the dialog launcher
Choose Bibl iography| Confi rgure Bibl iography
Step 2
Choose the Layout tab of the dialog
Task 3
Change the font and font size for the bibliography
Step 1
Use the Font drop-down to set Trebuchet font for the bibliography entries
Step 2
Use the Size drop-down to set 8pt for the bibliography entries
Task 4
Give a title for the bibliography: References Cited
Make the bibliography title larger and bold
Step 1
Still on the Layout tab, in the Bibl iography t i t le box, type References Cited
Step 2
Select (highlight) the words References Cited
inside the Bibl iography Ti t le box
Click and change the font format settings to
16 point and bold – these settings will apply to the title of the bibliography
Step 3
Click and examine the effect on the
bibliography at the end of your document
Task 5
Set 1.5 lines of spacing after each bibliography entry
Step 1
Display the Configure Bibliography dialog again
Step 2
Leave the Line Spacing at Single
Change the Space After to 1.5 l ines
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Step 3
Click and examine the effect on the
bibliography at the end of your document
Task 6
Point to a citation in the body text
Use the hyperlink to the corresponding item in the bibliography
Step 1
Point the mouse pointer to a citation in the body text
CTRL+click (Windows) or click (Mac)
The hyperlink takes you to the corresponding item in the bibliography
Task 7
Remove hyperlinks between citations and bibliography
Step 1
Display the Configure Bibl iography dialog again, and the Format Bibl iography tab
Clear the checkbox Link in- tex t c i ta t ions
Click and examine the effect on the
document
Task 8
Save the document
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Exercise 15 Separate chapter bibliographies (Optional)
A document with section breaks between the chapters
Insert a section break
Edit the style to produce a separate bibliography in each section
Observe the effect on the document
Task 1
Continue work in the l abwork.enl library in EndNote
Task 2
Open and explore Finney paper .docx
Step 1
In Word, use Fi le|Open to find and open Finney paper .docx
Step 2
Scroll through the document
Step 3
There are EndNote citations in most chapters
A numbered style called Vancouver has been applied
Step 4
There is one bibliography at the end of the document
Evidently, the author would prefer to see a list of References at the end of each chapter - notice the “References” headings at the ends of most chapters
Task 3
Ensure that there is a section break at the end of each chapter, after the “References” heading
Be sure to check at the end of Chapter 4
Step 1
There are section breaks just after some of the “References” headings
You may need to turn on Show/Hide to make
section breaks visible
Step 2
A section break is needed at the end of Chapter 4
Place the cursor at the end of Chapter 4, on an empty line after the heading “References”
Step 3
Insert one more section break, of the Next Page type:
On the Page Layout tab of the ribbon,
choose and Next Page Section
Break
Choose Inser t |Break|Section Break (Next Page)
Step 4
The section break shows as a pair of dotted lines across the page
Task 4 Step 1
In EndNote, ensure that the Style box is set to Vancouver
Referencing: EndNote – Designing citations and bibliographies
IT Learning Centre 28
Work on a copy of the Vancouver style
Step 2
Choose Edi t |Output Sty les|Edi t “Vancouver”
Step 3
In the Style Editor, Save As “01 Vancouver Copy ”
Task 5
Change the output style properties to create a separate Section bibliography for each section
Step 1
Select the Sections category in the left-hand panel
Read the options available
Step 2
Choose to Create a bibl iography for each sect ion
Step 3
Save the output style
Task 6
Don’t forget to apply the new style to your document!
Step 1
In the Word document, apply the style “01 Vancouver Copy ”
Step 2
Examine the sections (chapters) and confirm that separate bibliographies have been built
Step 3
Each time you make a change to the output style, remember to update or re-apply it in the document
Task 7 Extra
Explore the effect of the Continue Numbering checkbox on the way citations are numbered through the document
Task 8
Save and close the Finney paper document
Referencing: EndNote – Designing citations and bibliographies
29 IT Learning Centre
Exercise 16 A categorised bibliography with primary and secondary sources (optional)
Create some categories for the bibliography
Change the order of the categories
Assign citations to categories
Create a categorised bibliography
Task 1
Continue work in Sample Tech Paper2.docx in Word, and the labwork.enl library in EndNote
Task 2
Check the bibliography already in place: if necessary, apply a familiar output style such as Harvard, Vancouver or MLA
Click or to update the citations and
bibliography as necessary
Task 3
Initially, there is one bibliography at the end of the document
References may be sorted alphabetically by first author name, or in the order they appear in your text, or by some other sort order that is set in the output style definition
Task 4
Review the categories available
Step 1
In the EndNote tab of the ribbon, click
and choose Configure
Categor ies
Mac users choose Bibl iography| Configure Categor ies
Step 2
Some category headings are already available in the left-hand panel – such as Primary Sources and Secondary Sources
Task 5
Add another category:
Supplementary Sources
Step 1
Click the + button
A new Category Heading is created
Step 2
Type a label for the new category:
Supplementary Sources
Step 3
Create further categories if you wish
Task 6 Step 1
Select Al l References in the panel on the left
Referencing: EndNote – Designing citations and bibliographies
IT Learning Centre 30
Assign the citations to categories
Step 2
All the citations in this document are listed here
Step 3
Drag a citation into the Primary Sources category
Step 4
Drag a citation into the Secondary Sources category
Drag a citation into the new Supplementary Sources category that you created
Step 5
Select several uncategorised references, by holding
down CTRL (Windows) or CMD (Mac) and clicking each reference in turn, then drag them into a category
Task 7
Any citations that have not yet been assigned to a category remain in the Uncategor ised References in the left-hand panel
Continue until all references cited in this document are in one category or another
Task 8
Group the references by the categories
Step 1
In the EndNote tab of the ribbon, click
and choose Group
References by Categor ies
On the EndNote toolbar, choose Bibl iography|Group References by Custom Categor ies
Step 2
The bibliography is then rebuilt, using the categories
Step 3
Any references which you did not assign to a category will be listed at the end, as Uncategorized References
Task 9
Examine the effect on your document
All the primary sources are listed first, followed by the secondary sources
Referencing: EndNote – Designing citations and bibliographies
31 IT Learning Centre
Exercise 17 Removing formats
Unformat all citations in a document
Create another copy of the document, without field codes
Explore the effect of turning Instant Formatting on or off
Task 1
Continue work in the Word document Sample Tech Paper2.docx , and the labwork.enl library
Task 2
As a precaution, save a copy of the document with its formatted citations and call this Sample wi th c i tat ions
Task 3
Unformat citations in the whole document
Examine the effect on in-text citations and the bibliography
Step 1
Click
in the EndNote tab of the ribbon, and choose Convert to Unformat ted Ci tat ions
Choose Tools|Conver t to Unformatted Ci tat ions on the EndNote toolbar
This unformats all citations in the document
Step 2
Look at some of the citations
Citations now appear in a temporary form, inside curly brackets
Step 3
Scroll to the end of the document
The bibliography has disappeared
Task 4
Re-format citations using the Numbered output style
Step 1
When you are ready to re-apply formatting to the citations, choose the Numbered style using the Style box
Step 2
If necessary click or
to update the citations and bibliography
Step 3
Confirm that all the citations have been formatted following the style chosen, and that a bibliography has been built
Task 5
Turn off Instant Formatting and explore the effect when you insert a citation
Step 1
Display the Format Bibliography dialog:
Click
On the Bibl iography menu, choose Turn Ins tant Formatt ing Of f
Referencing: EndNote – Designing citations and bibliographies
IT Learning Centre 32
Step 2
Test this by inserting a fresh citation It appears in temporary form, in {curly brackets}
Step 3
When you are ready, re-apply the Numbered style - the new citation is formatted to match the others
Task 6
Turn Instant Formatting on again, if you like
Step 1
It would be tedious to keep re-applying the output style after every new citation is inserted, so you would usually turn on Instant Formatting
In the same menu, turn Instant Format t ing On
Task 7
Create a separate document with no field codes (“finalised” for publishing)
Save it as Sample Final ised
Step 1
Choose Conver t to Plain Text from
or from the Tools
menu
Read the warning dialog that appears, then click
to continue
Step 2
Confirm that you now have a new, separate document (check that the title bar says Documentx )
Examine the document and notice that the citations and bibliography do not go grey even when clicked (indicating that this is ordinary text, not field codes)
Step 3
Try changing the output style using the Style box - this
has no effect because there are no links to the EndNote library
This document is “finalised”, in a form which most publishers will accept
Step 4
Save the document, calling it Sample Final ised
You would also archive the document that contains field codes, for future editing
Step 5
Think carefully about any future editing to this document: citations will not be updated automatically in this version
Task 8
Save all documents