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.

http://portfolio.it.ox.ac.uk/

mailto:[email protected]

Referencing: EndNote – Designing citations and bibliographies

1 IT Learning Centre

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


IT Learning Centre 2

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



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



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



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



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



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



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




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



Step 3

Hint: if the formatting has not updated, you may need

to click or

Task 6




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



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



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



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


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



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



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



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



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


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


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



Step 3

Clear the checkbox Omit repeated authors

Step 4


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


Examine the effects on your document (you may need to update the formatting)



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


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)



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



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



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


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



Task 9

Save the changes to the output style

Apply the output style 01Harvard Copy




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



Step 3


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


document

Task 8

Save the document



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



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


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



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


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



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


All the primary sources are listed first, followed by the secondary sources



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



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

endnote designing citations and bibliographies · 2017. 4. 25. · referencing: endnote –...

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