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EndNote is now owned by Clarivate Analytics. Their new libguide has a range of online tutorials and hints for managing your EndNote library. Check them out here:

http://clarivate.libguides.com/endnote_training/users

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If you are using the Find full text feature, you may need to change the URLS for our new library system.

In a PC, in EndNote desktop version, go to Edit>>Preferences>>Find full text, and under the Open URL Path add this URL:  http://resolve.library.waikato.ac.nz/ 

Under the Authenticate with URL, add this: http://ezproxy.waikato.ac.nz/login?url=

In a Mac, you will find Preferences by clicking on the EndNote tab.

See also Setting up Find full text preferences

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The latest version for both Macs and PCs is now available for download at this link:

http://digital.liby.waikato.ac.nz/endnote/install/

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If your most current library is in EndNote Web, you simply need to create a new blank desktop library and sync it.

 

However, if your most current library is in the desktop version, then you will need to break the connection with

the Web version, and reset it.

 

1. In EndNote Web, delete all references, groups and empty the trash.


2. In EndNote desktop, add this to the end of your E-Mail Address in the Sync preferences: #!resetLocalSync

Note: This is case sensitive. So, if the email address was john.smith@gmail.com, you would change this to john.smith@gmail.com#!resetLocalSync

 

3. Click the sync button, you will be prompted to re-enter your EndNote Web email address, and to close and re-open EndNote.

 

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This technique is advised to avoid issues when merging multiple documents (e.g. merging chapters to create a full draft).

1. Open your EndNote library and leave it open for the entire process.

Note: you should only have one EndNote library. If you have multiple EndNote libraries, you will need to combine these into one master library before merging documents. Chat to your Subject Librarian first if you haven't done this before.

2. Open all documents you want to merge.

3. Change EndNote citations to unformatted. In the EndNote tab, click Convert Citations and Bibliography and select Convert to Unformatted Citations.

The EndNote citations in your text will change from round brackets (Smith, 2013, p. 23) to curly brackets {Smith, 2013#125@23} and your reference list will disappear.

Complete this process for all documents to be merged and Save and close documents. 

4. Open the master document or 1st document in the series. Place your cursor where you want to insert the next document.

In the Insert tab select Object then Text from file. (In the Text group on the ribbon).
Navigate to the document you wish to insert and select Insert.

5. Save this merged document.

6. Reformat the EndNote references in Word in the EndNote tab by clicking Update Citations and Bibliography.

Please contact your Subject Librarian if you have any questions or problems. 

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Make sure you're using the latest version of EndNote. The most current versions are X7.5 for Windows and X7.5.1.1 for Mac. The Mac update is particularly important if you are using Word 2016.

To find the updates for Windows, go to the Help menu in EndNote X7 and choose "Check for Updates... 

In a Mac, go to the EndNote menu, and choose "Check for Updates".

 

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From January 2015, EndNote will be free for staff and students to download to personal computers.

Check this link in the New Year for instructions on downloading: http://www.waikato.ac.nz/library/study/guides/endnote#getting

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After downloading references into EndNote, you may want to attach the pdf to the record.

1) Save the pdf to a designated location on your computer.

2) Highlight the reference in EndNote, then right-click and select File Attachments>>Attach File.

From here you have 2 options:

a) Attach the pdf  to the reference   - this is called a relative link. (EndNote stores the pdf in the .data file)

or

b) Create a link to the location where the article is stored - this is called an absolute link.

NOTE: When searching for the file to attach, you will see a box ticked at the bottom of the page that says: Copy this file to the default file attachment folder and create a relative link.  Untick this box if you want to use Option b.

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Do you have a folder of articles, or individual articles saved on your computer that you would like to add to your EndNote library?

Note: This technique works best with pdfs from publishers (or those with a doi).

1) In EndNote, click File>>Import, Select Folder or File.

2) Select Choose to locate the item/s you want to import, then select pdf under the Import Option.

3) Click the Import button.

Some items may not download the full bibliographic information and will look like this <Brown 2011.pdf>

You can either delete those records or manually add the relevant fields in EndNote.

Check out the EndNote YouTube clip for more details.

 

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Another option to use to attach pdfs to citations in your EndNote library, is the Find Full text feature.

To improve your Find full text results, you can add these URLs in EndNote.

Go to Edit >> Preferences >> Find full text.

  • In the Open URL path, copy and paste this URL: http://pq7hv8wc2f.search.serialssolutions.com/
  • In the Authenticate with: http://ezproxy.waikato.ac.nz/login?url=

To search and download pdfs, highlight the reference(s) you want, then right-click and select Find full text.  

It works best on citations that have a doi.

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