Writing Your Next Manuscript:
Optimal Use of Word and EndNote
HumaniTech and UCI Libraries
Part 2: EndNote Introduction
May 13, 2003
Joan Ariel
jariel@uci.edu
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Note: Link to this guide from:
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URL indicated top right above
or
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UCI Libraries Website/Services/Workshops & Classes/Library Instruction
for UCI Classes/Web pages & Handouts/Spring 2003/Writing Your Next
Manuscript...
Introduction:
EndNote is a bibliographic and manuscript management software program
used to
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develop, organize, annotate, and manipulate bibliographic citations and
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facilitate the production of manuscripts and the publication process.
EndNote allows the user to create a "library" to store and manage citations
(similar to a set of index cards but with much more organizational power
and flexibility) and to integrate these into the writing process. Thus,
it can be a useful tool in every phase of academic research and writing,
from the initial conception and research to the final formatting of the
paper or manuscript.
Timesaving features allow you to:
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Transfer groups of references retrieved from online bibliographic databases
into your EndNote database.
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Create bibliographies automatically in your word processor drawing from
your EndNote library(s).
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"Cite as you write" in developing papers or manuscripts for publication.
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Share a paper and references cited by colleagues through the Traveling
Library feature.
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Through EndNote 6, the latest version, you can now also organize generic
images (e.g., JPEG, TIFF, BMP) or application file (e.g., Excel, Powerpoint)
along with traditional text references.
In other words, you can export citations from many (but not yet all) library
catalogs (e.g., ANTPAC ) and databases (including, for instance, Current
Contents; the
MLA; America: History and Life; and Historical
Abstracts) into your "library" bibliography and from your "library"
into a word processor. You can thus produce a bibliography or manuscript
automatically incorporating citations in a variety of publication styles
(e.g., Chicago, APA, or journal-specific).
EndNote 6.0 is available on workstations in open-access library
computer labs including Main Library TEC, Room 228 (open in the evenings)
and Science Library Interactive Learning Center (ILC) Room 164. It
is also available for purchase at the UCI Computer Store: approx. $109.95
for students (with ID); $199.95 for faculty and staff; $99 to upgrade if
you have an earlier version. In addition, you can download a FREE
full-featured 30-day trial version from the ISI/EndNote website: http://www.endnote.com/endemo.asp
Tip: Take some time to familiarize yourself with the EndNote
website especially the Support
& Services section which provides updates, new journal citation
styles, database filters, etc. (See further information and links
at the end of this guide.)
Getting Started with EndNote:
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Getting Started
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Creating a Library
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Connecting, Exporting and Importing
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Working with a Manuscript
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Creating a Bibliography
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Online Assistance and Other Useful Links
1. Getting Started
EndNote allows you to create "library" databases of various types of
materials including books, journal articles, audiovisual materials, conference
proceedings, electronic sources, artwork, personal communications, maps,
computer programs, among others.
We will create a library with citations on the topic of Transnational/Global
Literature.
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Open EndNote
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Click on Create a New EndNote Library.
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Name the new file Transnational Literature and click on Save.
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A new library will be created with 0 references ("showing 0 out of 0 references"
noted at bottom).
Before You Begin: Familiarize yourself with the EndNote Help Feature
From the Help menu:
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To browse through topics by category, select Contents.
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To see a list of index entries, click the Index tab, and then either
type a word or scroll through the list.
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To search for words or phrases that may be contained in a Help topic, click
the Find tab.
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From Help menu, select Search for Help on.... to find instructions
on a specific topic or feature.
2. Creating a Library: Manual Input
There are 4 ways to add citations to your library:
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manual input
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connection file feature: connecting to a resource like
ANTPAC from within EndNote
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direct export from a database: exporting your results
from database directly into your EndNote library; best method when available
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importing from a database using a filter: saving
your results as a text file then using a filter to import into your
EndNote library
Adding Citations Manually
This option is most often used to add citations to articles/books that
you own or that you identify through a database or other source that does
not (yet?) provide EndNote connection or import capabilitiy. Usually they
are articles kept in a paper file or are references in another electronic
format, such as a Word bibliography. Unfortunately, there is
not a direct way to import a WORD file into EndNote.
EndNote records provide many possible fields (e.g, translator, abstract,
notes, URL, etc.) as well as 6 blank fields that you can customize. You
can, for instance, use the Notes field to take notes on items; it will
hold up to 32,000 characters which is equivalent to about 8 pages of single-spaced
text.
To add a reference:
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From the References menu select New.
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Select the appropriate Reference Type from the pull down menu.
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Fill in the fields. Use the tab key to move to the next field; use
the enter key to add second author, etc.
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Author entry tip: Type the author's family name first, followed by a comma
and initials or given name, eg Bruce, C.D. or Bruce, C D or Bruce, Christine.
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When done, close the New Reference box to add the citation to the
library.
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Select New from References menu as above or right mouse click
and select New.
3. Connecting, Exporting, and Importing: Transferring
Citations from Bibliographic Databases
EndNote offers three options for transferring groups of references retrieved
from online bibliographic databases into your EndNote library:
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Connect;
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Direct Export; and
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Export/Import Using Database Filters
Use the Connect feature to search an online database from within the EndNote
program. Use the Direct Export or Export/Import feature to import downloaded
references into EndNote.
3.1. Connection Files
The Connect feature allows you to search a remote database from within
the EndNote program (instead of connecting from your Web browser; see #3.2
below). Although the search options within the connection files are limited,
there are times when this feature is sufficient and quite useful.
Note, however, that the Connect option is not available for all databases.
In
fact, the connection file for ANTPAC does not come with the EndNote software;
you will need to create this new connection file on your own workstation.
Simply follow the straightforward instructions on Attachment #1.
Example:
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From the Tools menu, click on Connect.
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Click on Find and Select Antpac.
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Select Antpac file and click Connect.
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From the pull down menu, select keywords and type transnational
in top box and literature in second box.
Note: Notice how few features are available here.
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Click on Perform Search button.
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A status box will show the number of citations retrieved. Click OK.
The references will be copied into a temporary location. This
gives you the opportunity to delete those you do not want to import into
your library.
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To copy references to your library, click on the Copy All References
To button at top and select the library. The newly copied references
will be highlighted.
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From the File menu, select Close Connection and discard the
references from this temporary holding place. Close the search box.
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From the File menu, Open your Transnational Literature library.
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From References menu: select Find Duplicates and delete
these if any.
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Select one of the references from your library and view the full record.
(What fields (information) have been imported? Where did the Keywords
field come from? What fields might you find useful to add?)
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Note: Under normal circumstances, you will, of course, want to carefully
review the references that do not match your research interest.
3.2. Direct Export (available in some databases; see Attachment #2)
Some databases like the MLA provide additional functionality
with EndNote by offering the direct export option.
MLA via OVID
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Go to UCI Libraries website, Article Databases, and select
MLA
Bibliography (via Ovid).
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Complete search on the keywords transnational literature women (Caution:
how
do you need to input these terms?)
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Once your search is completed, scroll to bottom of results page. In the
Citation
Manager:
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Select citations; fields: complete reference; citation format:
direct
export; action: save.
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Choose Destination: EndNote 6 and click OK (note: this may happen automatically)
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Select desired Reference Library: Transnational Literature and click on
Open
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Citations will be added to your Transnational Literature library: "showing
# out of # references"
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Display your full library. Note: EndNote will display only
the references you currently imported. To display all the references in
the open library, from the References menu select Show All.
3.3. Exporting/Importing Citations Using Filters
In this method, you first need to search a bibliographic database and
save references to a text/.txt file, an EndNote-friendly format. You will
then use an import filter to add the references to an EndNote library.
This procedure varies depending on the resource or database you are
using. See below for specific examples. The basic steps are always:
1. Select the records from the bibliographic database
2. Save these records as a text (.txt) files
3. Import the file into your EndNote library using
a filter appropriate to the file source
FAQs:
Why is a filter needed for importing?
In order for an import to work properly EndNote needs to know exactly
what data to put into what field; for example, the article title into the
Title field, the author's name into the Author field etc. Because there
is no standard way of presenting records in bibliographic databases EndNote
requires translation of the format used by the each particular database.
The filter does this translation. EndNote comes with a supply of
filters for a large range of databases, but not all databases of interest
have filters. Check the EndNote website for filters
updates.
When is a filter not required?
1. When the database offers Direct Export as in 2.2.1. above
e.g., MLA and Web of Science.
2. When you search a database or library catalog through the EndNote
search interface. By using a 'remote connection' to an external database,
retrieved records can be imported directly into your library (see 2.1.
Connection Files above).
3.3.1. Downloading citations from America: History and Life database
on the topic of transnational literature.
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Minimize your EndNote window then click on Netscape Navigator or Internet
Explorer on your desktop.
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From UCI Libraries Web page (http://www.lib.uci.edu/), under Online
Research click on Article Databases.
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Select America: History and Life (databases listed alphabetically
by title; scroll down into the A's to find it.)
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Perform a keyword search on transnational literature.
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At brief citation(s) display, tag/mark the citations you want to download
(or leave alone if you want all of them) then click on the Output Options
button.
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Change the Citation format option to Full entry (to get abstract,
etc.)
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Request Entry: select All Entries or Tagged Entries
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Output type: Select ASCII
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Click Submit bar.
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Text of entries will appear. From File menu of your browser,
select save as...
Save your search to your disk in the A drive and type a file name (for
example, translit.txt), using .txt as a file name extension. Select
Text
File (*.txt) from the Save as type option. Click Save.
3.3.2. Importing the downloaded citations into EndNote Transnational
Literature.enl library
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Go to EndNote. You should be in Transnational Literature.enl
library.
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From the File menu, select Import...
The Import window will open.
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In the Import Data File: field select the file you downloaded
from AHL by clicking on the Choose File... button then going to
A drive, selecting translit.txt, then click on Open.
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In the Import Option field, you need to select the appropriate
filter to correctly import your references.
Since you downloaded citations from abc-clio America: History
and Life, you need to select the corresponding filter for the database.
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Select Other Filters... from the pull-down menu then click on find button
and select abc-clio.
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Select America History and Life
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Click on the Choose button.
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Under Duplicates, make the desired choice, e.g., discard duplicates,
and click on the Import button.
Note: EndNote will display only the references you currently
imported. To display all the references in the open library, from the References
menu select Show All.
3.3.3. Save your revised and expanded library to your disk in the
A drive.
3.4. Which method should I use?
Connection files are recommended for known item searching or very simple,
straightforward searches. For a complete and/or more complex search, it
is best to search using the database's own interface, and then use Direct
Export if available or Export/ Import the results into EndNote. Some databases
will require a password to use the Connect function. In those cases, use
the Import feature.
Depending on the database you wish to search, you may find neither a
connection file nor import filter exists; or, if the file exists, it does
not work properly. Check the EndNote
support pages for additional options. You can also build your own filters
(refer to EndNote manual) or send a message to the listserv below or ISI
Researchsoft requesting desired filters (see section #6 below).
4. Working with a Manuscript
One of the most useful features of EndNote is the ability to create
in-text citations and bibliographies for manuscripts. When you install
the program, EndNote commands will automatically appear under Word's Tools
menu. Using the Add-in you can insert citations and format bibliographies
from within Word.
EndNote allows you to choose from a variety of citation styles (i.e.,
MLA, Chicago, Turabian, APA) in which to format your bibliography. Because
different publications require different styles (Chicago, MLA, etc.) EndNote
can create output in a large number of predefined formats.
After selecting the style folder, you can format your entire manuscript
in the pre-formatted style. It is easy to re-format the paper later for
another style. You can also create custom styles as desired.
Example:
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Go to the the bottom of this guide to theManuscript/Text example.
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Select/highlight and copy this text.
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Minimize EndNote and open Word from Microsoft Office folder on the desktop.
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Paste the example text into Word and save as file: TransLit.doc.
Note: As we insert citations throughout this short sample document, sections
of bracketed text will appear. These are EndNote's temporary citations
which list the author's last name, the year of publication, and the unique
EndNote record number. These bracketed citations are not intended to appear
in the final copy of your paper. Rather, they serve as temporary citations
until EndNote formats the paper and replaces them with citations in the
style that you choose.
4.1. "Cite as You Write":
Setting Styles:
Before you cite references or create a bibliography, you must first
define your publication style.
In the EndNote Edit menu, choose Output Styles and then
select
Open Style Manager to see available citation styles. Place
a check
in the box next to those styles you want to use.
For example:
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From the Edit menu, go to Output Styles... and Open Style
Manager...
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Click on the Find: button. The styles are arranged by discipline.
Select
Humanities.
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Mark the box in front of Chicago 14th A. (Note 1: Chicago 14th A
includes both footnotes and bibliography; Chicago 14th B does not include
footnotes.)
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Find MLA (Hint: listed under Language and Linguistics) and mark
it, then close the Style Manager.
Click on the Output Styles (from the Edit menu) again
to verify that your styles have been selected (indicated by a check mark).
Move back to your Word document. To insert a citation at a particular
location in the manuscript:
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Put the cursor where you want to insert the citation.
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From the Word Tools menu select Go to EndNote.
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From the File menu in EndNote select Open. Open the Transnational
Literature
library.
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Select a citation that you want to insert.
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From the Add-in menu select Insert Citation(s). The reference
should now be inserted where you last positioned the cursor, and you should
be returned to your Word document.
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Do this for several more citations (time permitting).
To generate the bibliography at the end of the paper once you have inserted
citations/references:
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From the Tools menu (in Word) select Format Bibliography.
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A style confirmation dialog box appears, prompting you to choose a bibliographic
style for the paper.
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Select MLA and click on Format. It will replace the in-text
citations with numbers and create a numbered bibliography at the end of
the paper.
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Now, delete the bibliography you just created and change to a different
style (e.g. Numbered) and note different format and appearance.
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You can format the document in more than 300 different styles. To select
other styles, from the File menu (in EndNote), select Output
Styles, and then go to Open Style Manager.
Tip: Save your manuscript with the [square bracket] placeholders.
This way, you will have a "master" copy to work with. If you edit the paper
you'll be able to add or remove references easily, then format. If
the journal style you need does not ship with EndNote, check the Styles
Finder below at EndNote's Web site to see if a copy is available for downloading.
4.2. Footnotes:
Once you have created a footnote or an endnote in your word processing
document, you can cite references in the footnotes or endnotes just like
you cite them in the body of the text.
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Create the footnote or endnote using the appropriate command in Word. (EndNote
does not actually create the footnote or endnote in the document, but it
is used to insert and format the citations in the notes.)
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Position the cursor in the footnote or endnote in your paper where you
would like the citation(s) to appear.
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In your EndNote library, select the reference(s) that you would like to
cite.
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Choose Insert Citation(s) from EndNote’s Add-in menu or from the word processor’s
Tools menu
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To include specific page numbers to reference in a footnote, simply enter
the page number preceded by “@” at the end of the temporary citation:
[Smith, 1999 #24 @145-6]
5. Creating a Bibliography
You may also create bibliographies directly from your EndNote library.
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Select your desired style.
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Select the items you wish to include in your printed bibliography.
For example:
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From the References menu, select Search.
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Search the Transnational Literature.enl library for the keyword feminism.
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Click on Search.
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From the File menu, select Export. Only the citations in
this retrieved set will be included in the export.
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Save the file as a .rtf file.
Note: RTF (Rich Text Format) is a format that can be read by Word.
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Open Word and open the saved file.
Note: you may have to change the Files of Type pull down menu to
All Files (*.*) to show the .rtf files.
6. Further Online Assistance:
In addition to the internal Help feature described in section
#1 above, EndNote offers a variety of other useful assistance.
6.1. EndNote Tip Sheets:
Creating
Bibliographies
Organizing
Your References
Importing
Data into EndNote
Searching
for References within the EndNote Database
Searching
Remote Databases
Customizing
the Library Window
6.2. EndNote 4 Interactive Tutorial
"An interactive tutorial designed to familiarize users
with the primary features of EndNote 4. This tutorial is ideal for users,
trainers, or librarians interested in learning how EndNote can ease the
hassles of online searching, paper writing, and referencing. It's easy
to use: simply click on the images below to get started. Shockwave Plug-in
required."
6.3. EndNote Users Listserv
This email list, maintained and moderated by ISI ResearchSoft, provides
you with a place to interact with other users of EndNote. It's a
great place to ask questions, make suggestions, and get advice on any EndNote
related topic. To join, click on link above and follow subscribing
instructions.
In addition, an archive with search capability of EndNote list messages
is available @ http://lists.adeptscience.co.uk/endnote/
6.4. Company Contacts and Technical Support
ISI ResearchSoft Contact
Information
http://www.endnote.com/encontact.asp
EndNote Technical
Support Information
http://www.endnote.com/support/ensupport.asp
Other Useful links
EndNote Import
Filters
www.endnote.com/support/enfilters.asp
Import filters are the files used by EndNote to decipher information
that has been downloaded from an online or CD-ROM database. You can customize
any of these import filters or create your own. Listed below are EndNote
import filters available for downloading.
Note: By clicking on the new Filtering Options tab below you
can select EndNote Filters for the data provider (e.g. abc-clio or Ovid)
that most interests you.
EndNote
Connection Files: Style Finder
www.endnote.com/support/enstylesfinder.asp
Note: By clicking on the new Filtering Options tab below you
can select EndNote Styles for the discipline (e.g. Humanities) that most
interests you.
EndNote Journal
Styles
http://www.endnote.com/support/enstyles.asp
Manuscript/Text Example Word Document
from: Amireh, Amal. "Writing the Difference:
Feminists' Invention of the 'Arab Woman'." In: Interventions: Feminist
Dialogues on Third World Women's Literature and Film. Edited by Bishnupriya
Ghosh and Brinda Bose. Garland, 1997. p. 185.
Note: sample text below is for illustrative and practice
purposes only; citations we will add from EndNote library are purely fictional
examples.
One of the most important developments in feminist theory and practice
has been the challenge from within feminism itself to the limitations of
the white, middle-class, heterosexual feminism dominant in the Euro-American
academy. At the center of this challenge has always been the question
of "representation" in both its political (who speaks for/instead of whom)
and its aesthetic sense (the production of images of other women).
Both kinds of representation are interlinked, of course. Middle-class
Western feminists claimed political representation of women--the right
to speak for them--by constructing the image of a universal womanhood that
privileged categories of gender and erased those of race and class.
Third World women, located both in the First World and the Third World,
contributed significantly to what has been a productive and invigorating
debate. Although the study of Arab women has benefited greatly from
these debates, this essay will show that despite the new developments in
feminist scholarship, obsolete paradigms and categories of analysis persist
and even dominate when the subject of study is Arab women.