EndNote
Quick Links and Frequently Used Terms
Quick Links
Library Information Page http://www.lib.iastate.edu/collections/endnote_info.html
EndNote Home http://www.endnote.com/enhome.asp
EndNote Technical Support http://www.endnote.com/support/ensupport.asp
EndNote Filters http://www.endnote.com/support/enfilters.asp
EndNote Styles http://www.endnote.com/support/enstyles.asp
EndNote Export http://www.endnote.com/support/endownloadinstruct.asp
EndNote Export transfers references from a Web-based resource directly into
EndNote.
A list of data providers that support EndNote Export.
Tip Sheets from EndNote for EndNote X
Changing Regional Settings in Windows XP: Tips on changing keyboard settings
http://www.endnote.com/support/helpdocs/ENX-Changing%20Regional%20Settings.pdf
Entering References into EndNote. Tips on entering references into EndNote X.
http://www.endnote.com/support/helpdocs/ENX-EnterRefs.pdf
Entering Images. Tips on entering images using EndNote X
http://www.endnote.com/support/helpdocs/ENX-Entering%20Images.pdf
Searching for References within the EndNote database: Tips on searching for references and creating an annotated bibliography.
http://www.endnote.com/support/helpdocs/ENX-SearchEN_CreateBiblio.pdf
Importing data into EndNote. Tips on importing data into EndNote.
http://www.endnote.com/support/helpdocs/ENX-ImportRefs.pdf
Searching Remote Databases Tips on searching remote databases with EndNote X.
http://www.endnote.com/support/helpdocs/ENX-SearchOnlineResources.pdf
Customizing the Library Window Tips on customizing the library window in EndNote X.
http://www.endnote.com/support/helpdocs/ENX-CustomizeDisplay.pdf
Creating Bibliographies. Tips on creating bibliographies with EndNote.
http://www.endnote.com/support/helpdocs/ENX-CreateBibliographies.pdf
Frequently Used Terms
Connection Files
Connection Files are EndNote files used to store the information necessary to connect to and search online databases such as OVID, FirstSearch, and Web of Science. Connection Files are stored in the Connections folder in your EndNote folder and can be browsed using the Connection File Manager (from the Edit menu, choose Connection Files and select Open Connection Manager). Open a Connection File to establish a connection to an online database. Internet access is required. EndNote Connection Files
http://www.endnote.com/support/enconnections.asp
Field
A field refers to a part of an EndNote reference, such as the author, year, or title. In the EndNote Reference window, each field is displayed as its own section, containing a separate piece of information, such as author names or keywords. Fields are arranged in EndNote styles to show how the data should be formatted. They are arranged in EndNote import filters to show how the tagged data should be imported. EndNote allows for up to 40 fields in each reference.
Filter
A filter is a file consisting of one or more Reference Type templates that instruct EndNote how to interpret and import data into the corresponding fields in EndNote. Filters are selected as import options when you choose the Import command from EndNote’s File menu. EndNote comes with a variety of filters, each designed for a specific database. You may also create your own filters, or modify any of those supplied with the program. Filters are stored in the Filters folder in the EndNote 7folder; you may browse the list of filters by choosing Import Filters from the Edit menu and selecting Open Filter Manager. EndNote Import Filters
http://www.endnote.com/support/enfilters.asp
Keyword
A term that helps identify a record, and that is used for efficient searching. Also known as a descriptor, index term, subject term, or subject. Multiple entries (words or phrases) can be entered in the Keywords field of a reference.
Library (Reference Library)
In the context of using EndNote, a “library” is the term for your EndNote database of references. It is a collection of records of reference material. When you choose Open from EndNote’s File menu, you open a library. The references are displayed in the Library window.
Output Style
File that, in conjunction with the reference type for a particular reference, controls the output format of both in-text citations and references in a bibliography. Each output style that you use is stored in a separate file and can be used by more than one library. An output style contains instructions that tell EndNote which fields to print, in what order, and with what associated punctuation. It may also include additional font or style instructions. Output styles are often referred to simply as styles. EndNote Output Styles.
http://www.endnote.com/support/enstyles.asp
Reference Types
EndNote library can contain references from a variety of different sources, such as books, journal articles, and newspaper articles. We call these different sources reference types. EndNote provides built-in forms for these and other common reference types.
Sort
A sort defines how a set of references is ordered on a field by field basis, in either alphabetic or numeric order. Fields are sorted from left to right by character. Except for title fields, quotation marks, parentheses and other punctuation marks are considered during a sort. In an alphabetic sort, punctuation comes first, then numbers, then letters A-Z. Within a sort level, the sorting of diacritics (accented characters) is determined by the language setting. You may define a list of stop words that are ignored for sorting when they appear at the beginning of an author or title field.
Subject Bibliography
A subject bibliography is a bibliography with sorted references grouped under sorted Subject Headings. Typical headings group references by Keyword, Author, or Journal Title, but you can base headings on any EndNote field or combination of fields. You can even group references by reference type.
Styles
Styles are the files that EndNote uses to determine how to arrange references for a wide variety of bibliographic formats. Styles are typically for specific journals, though they can also be based on more general style guides such as the Chicago Manual of Style or the MLA Handbook. EndNote provides more than 1000 preconfigured styles in the Styles folder of your EndNote 7 folder. To preview and browse through these styles, choose Output Styles from the Edit menu, and select Open Style Manager. Styles are used to determine the format of references in the preview pane of the Library window as well as when you use the Print, Export, Format, Format Bibliography, and Copy Formatted commands. They are also referred to as output styles. EndNote Output Styles -- http://www.endnote.com/support/enstyles.asp
Templates
Templates are used in both styles and filters to show EndNote how to output or import bibliographic data. The templates use field names to represent the actual bibliographic data as it should be arranged in a bibliographic entry (in the case of styles), or in a data file to be imported (in the case of filters). Typically, a different template is constructed for each reference type. Manuscript templates are used to create Microsoft Word documents that conform to electronic publishing guidelines. You can select a predefined template from either EndNote or Word, which triggers a manuscript template wizard.
H. Stephen McMinn