0 BI Norwegian Business School. The Library February 2017

How to get started with EndNote Online

For Windows/Mac

1 BI Norwegian Business School. The Library February 2017

Contents Getting started ........................................................................................................................................ 2

What is EndNote Online? .................................................................................................................... 2

Create an EndNote Online-account .................................................................................................... 2

Install Cite While You Write-plugin to Word....................................................................................... 2

Install the Capture Reference bookmarklet in your browser ............................................................. 3

Connect EndNote to Word .................................................................................................................. 4

How to download references to your EndNote-library ........................................................................... 5

Oria ...................................................................................................................................................... 5

Business Source Complete (BSC) ......................................................................................................... 6

Web of Science .................................................................................................................................... 7

Google Scholar- PC .............................................................................................................................. 8

Google Scholar – manual download on Mac ...................................................................................... 9

Google Scholar- Capture Reference on Mac ..................................................................................... 10

Collect references manually .............................................................................................................. 11

Access full text articles from EndNote .................................................................................................. 12

Groups and collaboration in EndNote ................................................................................................... 13

Create groups .................................................................................................................................... 13

Share a group (folder) in EndNote .................................................................................................... 14

Use Cite While You Write in a shared group ..................................................................................... 15

Working with EndNote in Word ............................................................................................................ 15

Setting up reference styles in EndNote ............................................................................................ 15

Choose output reference style in Word ............................................................................................ 16

Inserting citations in your text .......................................................................................................... 16

Insert page number in the reference ................................................................................................ 17

Remove author name from the reference ........................................................................................ 17

Deleting a citation from your text ..................................................................................................... 18

Exercises / Examples ............................................................................................................................. 19

Support .................................................................................................................................................. 19

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Getting started What is EndNote Online? EndNote Online helps you collect references, insert citations and create reference lists in an easy way.

• Export references to you own library from the databases. This saves you from entering them manually.

• EndNote is integrated with Word. Insert citations to sources in your text by retrieving it from your Endnote library.

• Based on your citations, a reference list is automatically created. • The citations and references can be formatted according to the style you are asked to use.

Create an EndNote Online-account

1. Go to EndNote Online. Make a bookmark of the following URL for access to EndNote Online from home https://ezproxy.library.bi.no/login?qurl=http://myendnoteweb.com/.

2. Click Sign up

Fill in the form. Please note that the password must contain at least 8 characters, including minimum one smalll letter, one capital letter, one number and one special character!

Install Cite While You Write-plugin to Word

1. Log on to EndNote Online. Make a bookmark of the following URL for access to EndNote Online from home https://ezproxy.library.bi.no/login?qurl=http://myendnoteweb.com/.

2. Download and install the Word plugin to Windows or Mac respectively. Choose Download at the top menu.

3. Choose Download Windows with plug-in for Internet Explorer or Download Macintosh and follow the instructions.

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4. Open a Word document to check that the Endnote tab appears in the toolbar.

Install the Capture Reference bookmarklet in your browser The bookmarklet makes it possible for Mac users to capture references from Google Scholar, journals and databases. It’s possible for PC users to install and use the bookmarklet as well.

1. Log on to EndNote Online. Make a bookmark of the following URL for access to EndNote Online from home https://ezproxy.library.bi.no/login?qurl=http://myendnoteweb.com/.

2. Go to Downloads in the top menu. 3. Drag and drop the Capture Reference bookmarklet to the “Favorites Bar or “Bookmarks

Toolbar” in your browser

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Connect EndNote to Word When you have installed the Cite While You Write-plug-in for Word you will have to connect EndNote to Word in the following way:

1. Go to the Toolbar/Endnote Tab 2. Enter username and password for the Endnote-account. Tick the box for remembering the

password.

If you are not asked for username and password:

1. Go to Preferences in the EndNote tab 2. Choose Application 3. Choose EndNote online in the drop down menu for Application 4. Enter username and password. 5. Tick the box for Remember my address and password

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How to download references to your EndNote-library Oria

1. Go to the BI Library web page or go directly to Oria. 2. Perform a search in the search box (Oria) 3. When you find a book or article you want to keep in your EndNote-library go to Send to, and

choose EndNote Web

4. A dialogue box appears the first time; log in with your username and password:

5. You will get a notice that the reference has been imported. NB! Go back to Oria and do the operation again if you get “Number of records imported: 0”

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Business Source Complete (BSC) Go to Business Source Complete. You can also access it from the database list on the library website.

1. Perform a search 2. Click the folder icon by the references you want to export

3. Click Folder view to see the references you saved to the folder

4. Select the references you want to export

5. Click Export. Choose Direct Export to EndNote Web 6. Click Save.

7. Type in your user credentials if you come to the login page of EndNote Online. You should see a window confirming the import. NB! Go back to Business Source Complete and do the operation again if you get “Number of records imported: 0”

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Web of Science Go to Web of Science from the database list on the Library webpage.

1. Perform a search. 2. Tick the box to the left of the references you would like to export to your EndNote Library. 3. Then choose Save to EndNote Online

4. Fill in EndNote username and password. 5. Choose “Full record” and Send.

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6. An EndNote icon should appear next to the reference in Web of Science – this is a confirmation that the reference was successfully downloaded.

Google Scholar- PC Go to Google Scholar.

1. Go to Settings

2. Select Show links... under the heading Bibliography Manager. Select RefMan from the drop

down menu.

3. Save your settings 4. Perform a search in Google Scholar.

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5. The option Import into RefMan is now visible.

6. Open the scholar.ris file from Downloads 7. Fill in username and password if you are asked to do that. Wait for a confirmation that the

reference has been imported to EndNote. NB! Go back to Google Scholar and do the operation again if you get “Number of records imported: 0”

Google Scholar – manual download on Mac 1. Go to Settings in Google Scholar

2. Select Show links... under the heading Bibliography Manager. Select RefMan from the drop

down menu. Click Save 3. Perform a search in Google Scholar 4. Click Import into RefMan in the results list – a file with the extension .enw will be

downloaded. 5. Go to EndNote Online -> Collect -> Import References 6. Choose

File: [your downloaded .ris-file from Downloads, i.e. scholar.ris] Import Option: RefMan RIS To: Choose which group you will put the reference.

7. Click Import

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8. Wait for the confirmation message

Google Scholar- Capture Reference on Mac This option will download all references from the corresponding page on the search list. It’s not possible to download a single reference from Google Scholar using this operation.

First you will need to install the EndNote Online bookmarklet in your browser.

1. Perform a search in Google Scholar. 2. Click Capture Reference in the Favorites bar. 3. The dialog box Capture New References will appear. Choose which group you would like to

put the references.

4. Click Capture and wait for the confirmation window

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Collect references manually In some cases you will have to add a reference manually.

1. Choose Collect 2. Click New Reference 3. Choose Reference type 4. Enter the relevant information for the kind of source you are adding

The author field:

Enter surname, first name.

• Several authors? Enter each name on each line

• An institution as author? Place a comma at the end of the name, fex. Statistics Norway,

The information is automatically saved as you type it in.

Click All My References or [Unfiled] in the left hand menu to find the reference and save it to a folder your library.

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Access full text articles from EndNote You can get access to full text articles from EndNote Online by using the library’s link resolver.

1. Click All My References 2. Click the icon Full Text@BI

3. A new window will open 4. Click on one of the vendors where the article is available and you will get access to article in

full text

5. If the library don’t have access to the given article it’s possible to order it. Click Sign-in for

more options and log in with your BI username and password and the library will order a printed copy for you.

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Groups and collaboration in EndNote Create groups Create groups (folders) to organize your references. Groups can be shared with others, so that they can use references and add references as well.

1. Select the reference and click Add to group ->New Group.

2. Name the group

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Share a group (folder) in EndNote 1. Choose Organize 2. Choose Manage My Groups 3. Tick the box in front of Manage Sharing for the group you would like to share.

4. Choose Start sharing this group

5. Add the e-mail addresses to the person you would like to share the group with. 6. Define what rights the user should have, Read Only or Read & Write (we recommend this) 7. Click Apply.

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Use Cite While You Write in a shared group To be able to insert references from a library someone has shared with you, you need to set this up in EndNote.

1. Choose Organize. 2. Click Other’s Groups. Tick the choice Use for Cite While You Write.

Working with EndNote in Word Setting up reference styles in EndNote We recommend that you make a list of the styles you use the most.

1. Choose Format 2. Choose Bibliography 3. Choose Bibliographic Style -> Select Favorites

4. Choose the styles you want to be visible in Word, in this case, APA 6th

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Choose output reference style in Word 1. Go to Word 2. Go to the EndNote tab, change your output reference style from the dropdown menu

besides Style

Inserting citations in your text Use the button Insert Citations in the Endnote tab.

1. Place the marker where you want to insert the citation in your text

2. Click Insert Citations

3. Search for the reference you want to find in your library. You can search by author, title, title word etc. 4. Highlight the correct reference 5. Click Insert

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Insert page number in the reference 1. Highlight the citation where you wish to add a page number

2. Click Edit Citations

3. Add the page number(s) in the field Pages

4. Click Insert

Remove author name from the reference 1. Highlight the citation you want to edit

2. Click Edit Citations

3. Tick the box for Exclude author

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Deleting a citation from your text Want to delete a citation? Do not use Delete or Backspace!

1. Highlight the citation you want to delete

2. Click Edit Citations

3. Choose Remove Citation

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Exercises / Examples Journal Article

Olson, Mancur. 1993. Dictatorship, development and democracy. American political science review. 87 (3), 567-576

Book

Løwendahl, Bente R. og Fred Wenstøp. 2003. Grunnbok i strategi. 2. utg. Oslo: Damm

Book with 3 authors:

Schiffman, Leon G., Leslie Lazar Kanuk og Håvard Hansen. 2008. Consumer behaviour : a European outlook. Harlow : Prentice Hall Financial Times

Book with more than 3 authors:

Wilson, Alan ... [et al.]. 2008. Services marketing : integrating customer focus across the firm. European ed. London : McGraw-Hill.

Edited book

Brønn, P. S. & R. Wiig Berg, red. 2005. Corporate communication: a strategic approach to building reputation. 2. utg. Oslo: Gyldendal akademisk

Book section

Lorange, Peter. 2005. Communication and strategic processes. I Corporate communication: a strategic approach to building reputation, redigert av Peggy S. Brønn og Roberta Wiig Berg. Oslo: Gyldendal.

Newspaper article

Berg, Erlend. 2006. Mikrofinans : Hva vet vi?. Dagens Næringsliv. 07.12.2006.

Web page

Løwe, Kristine. 2010. Aviser vil bli nisjeprodukter Collected 19. april 2013. http://www.kampanje.com/medier/article5230317.ece

Export from Oria

Search for:

Author: Andersen, Espen

Choose some of the references and import to EndNote Web.

Export from Business Source Complete (BSC)

Perform a search in BSC for: Select a field (optional): ”social media”

Choose some of the references and import to EndNote Web.

Support Good luck – if you have any questions, contact us! E-mail: endnote@bi.no