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EndNote Tips - Questions at UVic

Adding a Field to a Reference Type

  • EndNote provides the option of adding 6 new fields to each reference type.
  • From the Edit menu, choose Preferences.
  • Select Reference Type
  • Click Modify Reference Types.
  • Scroll down and find Custom 1 and type the name of the new field (There are 6 new Custom fields that can be added).
  • Click OK, Apply and OK to save changes.
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Bibliography - Hanging Indents

  • The hanging indents don't seem to transfer properly into the Word document if you use the drag and drop feature.
  • Search the Library and select references.
  • Choose the output format.
  • Choose Export from the File menu.
  • From the Save as type list select:
    • Rich Text Format (RTF) if you want to incorporate all formats into a word processing document
    • Enter a filename and save to the desktop.
  • In Microsoft Word, choose Open from the File menu and find the .RTF file.
  • All selected references will be displayed in Word.
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Exporting from EndNote into RefWorks

  • In EndNote
  • Note: Don't export more than 2500 records at a single time.
    • Select RefMan (RIS) Export from the list of Output Styles.
    • Select references to export. Choose Show Selected under the References menu.
    • Choose Export from the File menu.
    • Enter a filename and a location to save the file. Select Text as the Save as type and click Save.

  • In RefWorks
    • Select Import from the References menu.
    • Choose RIS Format in Import Filter/Data Source.
    • Choose RIS Format in Database.
    • Browse to select the EndNote file you created.
    • Click Import
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Exporting Selected References from a Library

  • Highlight the Reference in the EndNote library.
  • From the References menu, choose Show Selected References.
  • Export.
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Inserting page numbering to EndNote citations

  • Open Word document.
  • Highlight the formatted citation within the document that you want to add page numbers.
  • In Word select Tools > EndNote 7 > Edit Citation(s)...".
  • Type the desired page information within the Suffix field.
  • Click OK.
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Linking to a fulltext article in EndNote X3

  • Step 1

    • Start EndNote
    • Choose Edit and then Preferences
    • Select Find Full Text from the list of preferences
    • Select the check box to enable the Open URL link
    • In the OpenURL Path box change the entry to: http://sfx.uvic.ca:3210/sfxlcl3

    Step 2

    • Select URLs & Links from the list of preferences
    • In the OpenURL Arguments box, change the part that states ISI:WoS to ISI:endnote.

    Choose a particular reference that interests you

    • Click on the citation that interest you
    • Choose References and then URL and select OpenURL Link
    • This will search the library resources and find the fulltext of the article (if available).
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Numbering References

  • EndNote assigns a unique number to each reference as it is added into a library. To view the numbering:
    • Select Preferences from the Edit menu.
    • Choose Display Fields.
    • Change one of the Field Labels to Record Number.
    • Click OK.

  • Use the Label field in a Reference to manually enter a unique code that you would like to use for each record.
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Printing a Selected Reference

  • Highlight the Reference in the EndNote library.
  • From the References menu, choose Show Selected References.
  • Print.
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Shared Access to the Same EndNote Library

  • If you have personal copies of the EndNote designate one person in the group to update the library. All members contribute references to the designate.
  • You can also share acceess an EndNote library via a Network License.
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Special Characters - e.g. Adding German Character Set to Reference

  • Use The Character Map program supplied by Windows.
  • Choose Accessories from the Windows Start menu.
  • Select System Tools and Character Map.
  • Double-click the character you need and click Copy.
  • Return to EndNote and position the cursor in a reference and select Paste from the Edit menu to paste the characters.
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Spell Checker Preferences

  • To change the spell check preferences from American English to German:
    • From the Edit menu select Preferences.
    • Click Spell Check.
    • Choose Options.
    • Under Main Dictionary Language choose German.
    • Click OK.

  • To add or modify Dictionaries:
  • From the Edit menu select Preferences.
  • Click Spell Check.
  • Choose Dictionaries.
  • Under Files select the dictionary file you want to modify.
  • Use Add File to locate the dictionary file.
  • To add a word to the selected dictionary, type it under Words and click Add Word.
  • Click Close and OK.
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Thesis template and Word

  • Download the thesis template at the following URL: http://library.uvic.ca/site/lib/dig/uvthesis/wordstart.html
  • Save the template to your desktop or another location
  • The saved file has a .dot extension.
  • Double click the template file and this will create a new Word document, separate from the template.
  • Make sure that you delete the template instructions before adding your content to the document.
  • When you save the file it will be save with the .doc extension.

For more information contact:
EndNote Help Desk