Professional Documents
Culture Documents
Paul Macey
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Goal
• Format citations and bibliography according to NIH guidelines
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Today
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Goal
• Insert a citation into a grant, and format the bibliography
according to NIH requirements:
– PMCID for articles in Pebment Central
– URL’s linking to articles
• Format also used for biosketch
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Slides from Getting-Started Talk
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Endnote….
• Software
– Database
for
adding,
storing
and using
references
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Why?
• Storing
– References: publications, bibliographies1
– Files: PDF’s, images, PowerPoints2
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What is Endnote?
• Software
– Stand-alone
• Add references: manually or online connection
– Word add-on (references for paper or grant)
• Insert references into Word document, format according to pre-defined style
• Add and format citations in papers and grants, and create formatted
reference list
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http://www.endnote.com
Setup 1 – Install Software
• Software installed? 6
– Start Menu, Programs, Endnote
– Desktop icon
– (Make sure it’s version “X2”)
• Word add-on? 7
• Check that Endnote add-in is loaded into Word
– Endnote toolbar?
– Tools, Templates and Add-Ins
– If not present, reinstall Endnote
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Setup 2 – Create Library
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Using 1 – Add References
• Manual
– “References”, “New Reference”
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Using 2 – Insert References
• Select reference(s) you want to cite
– Make sure these are not in your dummy library
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Using 3 – Format Bibliography
• Select style you want
– One option: in Endnote, click on the “Bibliographic Output Style”
drop-down box, and “Select Another Style” (unless yours is already
there)
• Also under “Edit”, “Preferences”, “Output Styles”
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Using 4 – Add PDF’s
• From Endnote version X2:
– Select reference(s), “References”, “Find Full Text” (click OK to
copyright warning)
– Wait half a minute….
– Works for ~50% of references
• Manually
– Right-click, “File Attachments”, “Attach File”
• To view
– Right-click, “File Attachments”, “Open File”
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NIH Grants
• NIH requires citations to include:
– PubMed Central ID number
– URL’s
• How
1. Use updated PubMed connection file
2. Add a “PMCID” in Endnote preferences
3. Edit/create an output style with URL + PMCID
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http://www.endnote.com/support/faqs/import/faq15.asp
Tip Section
• In order of importance, based on using Endnote since version
3….
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Setup Tip - Libraries
• Decide what libraries you want
– I (now) have
• Main bibliography of references in grants and papers
– Alternative is separate library for each paper/grant
• Once you cite from one library in a document, you can’t easily
change
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Setup Tip
• Turn off “Instant Formatting” (as it may slow down your
computer)
– [option 1] “Cite while you write preferences” (sets
default for all documents
– Format bibliography GUI (only for current document)
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Track Changes….
• Turn off track changes when you format your
bibliography!!
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Backup
• Option 1: Copy library file + “…Data” folder
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Commands
• Commands can be access in several ways
– From Word
• ***Toolbar***
• “Tools” menu
– From Endnote
• “Tools” menu
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More on Adding References
• Setup the databases you may connect to (only do once):
– Menu: Edit, Connection Files, Open Connection manager; scroll of PubMed, Web of Science, CINAHL etc and check
these; close the GUI.
– Online searches, more
• Connections other than PubMed are good for some references (e.g., Web of Science for American Heart
Association Abstracts)
– Note different default search terms
• Manually is OK, but online gives you links, abstract, MESH terms,… etc.
– I manually add presentations, books, and in press articles
• For books and book sections, be sure to change the reference type
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Inserting References
• Decide whether you will have superscript or normal font
– Normal font: will be inserted within sentences (before periods) and space beforehand
– Superscript: after punctuation or beside words, no spaces
1. In word document, place cursor where you want to insert the reference.
2. In Endnote library, select reference(s) you want to cite
3. “Alt^2” / Insert Selected References (from Word or Endnote
4. You will see something like {Macey 1999, #234} where the cursor is; Endnote will “Format” this
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Formatting and Changes
• Each time you format, all files (citations and bibliography) will be
overwritten and reformatted
– If the bibliography paragraph formatting is not right, you’ll want to edit the
output style (or better yet find a correct “Style file”)
– Correct errors in title,… etc. in Endnote library, not Word document (then
reformat)
• You can change a style and reformat (e.g., author-year to numbers) simply
but selecting a different output style; Endnote will re-order the
bibliography.
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Copy Formatted
• You can copy the selected references using “Copy Formatted”
(Ctrl^K); this copies in the format of the current output style
– (see preview; style listed in the Endnote toolbar);
– this is handy for making a quick reference list (e.g., email, publication
list, copying to CV)
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Other Databases
• CINALH
– 2 steps: 1) save in “RIS” format from CINAHL, 2) import into
Endnote (http://www.hsl.unc.edu/Services/Guides/endnotecinahl.cfm)
• Web of Science
– Available in Endnote – online searchers, “more…”
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URL’s and Multiple Files
• To go to the article website, right-click, “URL”, “Open”
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Formatting
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Tips - General
• To open Endnote with word (or not), “Cite while you write” preferences
• Display font – defaults to 12 point, but 11 lets you see more on the screen.
Edit => Preferences => Display Fonts => “Change Font…”
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Links
• X2
– http://www.hsl.unc.edu/Services/Tutorials/ENDNOTE/Videoclips.htm
– http://www.hsl.unc.edu/Services/Tutorials/ENDNOTE/Contents.htm
– http://www.endnote.com/training/tutorials/EndNoteX2/EndNote_X2.asp
– http://mat2008.wordpress.com/2008/07/04/endnote-x2-tutorial/
• Interactive
– http://www.lib.utexas.edu/services/instruction/learningmodules/endnote/index.html
• Powerpoint (UCSF)
– http://physio.ucsf.edu/desai/Support/Endnote Tutorial.ppt
• PDF
– http://www.umdnj.edu/librweb/newarklib/ref/EndNoteX2Tutorial.pdf
• Word
– http://www.library.usyd.edu.au/databases/endnotex/EndnoteX2Basic.doc
– http://www.library.usyd.edu.au/databases/endnotex/EndnoteX2BasicExtras.doc
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Take Home
• Endnote
– saves you time
– is worth learning
….even though
– the program takes time to learn, and
– technical issues come up from time to time
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