EndNote 9

Table of Contents

1. EndNote 9
2. Module 1 - An Introduction & Overview of EndNote 9
3. Module 2 - Navigating EndNote
   1. Opening & Closing EndNote Libraries
   2. Creating a New EndNote Library
   3. Searching & Sorting in EndNote Libraries
4. Module 3 - Creating References in an EndNote Library
   1. Entering References Manually
   2. Customizing Reference types
   3. Entering Foreign Language Characters & Symbols
5. Module 4 - Importing References into EndNote
   1. Using the Direct Import Method
   2. Using the Filter file method
   3. Using the Connect file method
6. Module 5 - Using Styles
   1. Previewing & Selecting Styles
   2. Modifying Styles
7. Module 6 - Managing your EndNote library
   1. Printing references from EndNote
   2. Moving References Between Libraries
   3. Saving
   4. Creating an Independent Bibliography in EndNote
   5. Creating Subject Bibliographies
8. Module 7 - Cite While You Write - Inserting Citations into Word Documents
   1. The EndNote Toolbar in Word
   2. Entering In-text Citations
   3. Entering EndNotes & Footnotes
   4. Editing Citations
   5. Formatting the Bibliography
   6. Creating a single Bibliography from Multiple Word Documents
9. Module 8 - EndNote Templates
10. Manuals and Help

Using the Connect file method

Connect files allow you to connect directly to a database and search it from within the EndNote program. You are then able to save your search results directly into your EndNote library, instead of having to use filters to import files. Connect files will only work with those databases that comply with an international standard called Z39.50.

When you use a Connect File you work from within EndNote and EndNote connects to the external source, a library catalogue or database. The search interface you will use to search in the external source is the same search interface that you use to search within an EndNote library. There are some limitations to this search interface so for complex searches you are often better served using the Direct Import or Filter File method to import references if those options are available. On the other hand a Connect File is an easy way to bring in references from library catalogues, especially if you already know the author or title of the reference you want to import into EndNote.

Steps:

• Click on the Connect icon *on theEndNote toolbar.

• In the Choose a Connection File pop-up window select the catalogue or database you wish to connect to. While you can connect to most of the library catalogues, you only have access to the databases which the ANU subscribes to. To help you, we have entered "ANU" in the Information Provider column so that you know we subscribe to that database. Once you have made your choice hit Connect.

At the ANU we sometimes need to create Connect files for new databases we have subscribed to or for upgrades to existing databases. In the event that you need to use a Connect File that is not in the EndNote list of Connect Files you should go to the Module Getting ANU Connect files

When you search with a Connect File you will not be able to limit searches by language, publication date, scholarly material etc.

• Enter the search terms in the Search Box

• Select the Field the search term must be in.

• Select the Boolean operator you wish to use to connect the search terms.

• If you need more fields to enter extra search terms click on Insert Field

• Click search when you are satisfied with your search strategy

• In the Pop Up Window titled Confirm Remote Search you will see how many references you have retrieved. Click OK to continue. If you have retrieved too many results select Cancel andyou will be returned to the search screen and you will be able to refine your search by entering additional search terms.

• The retrieved references will be displayed in the Retrieved Reference window. This window looks just like and EndNote library, but in fact, you must now select the references to copy to your reference library.

University installations of EndNote should contain the filter and connect files for those databases to which we have access. If you require any updates for filter and connect files, the ANU Library provides access to these. To locate the files:

• Go to http://ilp.anu.edu.au/EndNote/

• Click the link on the side menu - Getting ANU filters and connect files

• Scroll down the page until you locate the file required

• Click on the appropriate file format (ie: PC or Mac)

• Save your filter or connect files to your EndNote program directory

• To copy all the references into an EndNote library select the Copy All ReferencesTo button and select the EndNote library you wish to import the references to.

There are two ways you can go about selecting references from the Retrieved References window. You can either:

Select references holding down the CTRL key and clicking on the individual references, then copy the selected references into an EndNote library using the Copy Reference To button.

Or delete the references you do not wish to move into your EndNote library then copy all the remaining references. This method is easier if you need to go through and open each individual reference before making your choice as you can then delete unsuitable references as you go. (To delete a reference simply click on the References menu and select Delete Reference).

When you import your references into your EndNote library the new references are highlighted. This can be a useful time to check for duplicate references.

Remember to go back and close the open Connect File by closing the Retrieved References window.