Dissertations Using
Word & EndNote
Citations and Reference Lists
AU & APA Style & Formatting
Leadership Roundtable Conference
Wednesday, July 21, 2004
By David Heise
Introduction
 Experience with EndNote?
 What versions?
 Whereabouts in Dissertation Process?
 Conventions used in the notes
 Workshop Outline
2
Conventions used in the Notes
 Copies of the slides have logo and shaded
background.
 Some features will be demonstrated as part of
the presentation.
 Occasionally, an important point is highlighted in
turquoise, e.g.,
 Hands-on activities are indicated by using a
gold font and by the word Activity in the notes.
3
Outline
1. Using EndNote
2.
3.
4.
5.
--- Break --Using the Dissertation Template
--- Break --Using Word With EndNote
Other Resources
Advanced EndNote Topics (optional)
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1. Using EndNote
 Introduction
 Using EndNote
1. Getting Started
2. Customizing Initial Settings
3. The Library Window
4. Entering Data Manually
5. Importing Data
6. Searches
7. Advanced Topics
1. Using EndNote
5
Why do I want it?
 To build a searchable and categorized
database of all my references
 To record the bibliographic information
required for reference lists
 To import bibliographic information from
online searches
 To format and maintain my citations and
reference lists in documents I create
1. Using EndNote – Introduction
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Where can I get it?
Endnote Student Edition 8.0 (just released)
 ITS Computer Store - $94.50

Call David Susens on 471-6016
 Amazon.com - $94.99 plus shipping (v7.0)
 Important Note!
Version 8 has a new file format. Prior versions
cannot read a library that has been converted to v8.
1. Using EndNote – Introduction
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Using EndNote
1. Getting Started
2. Customizing Initial Settings
3. The Library Window
4. Entering Data Manually
5. Importing Data
6. Searches
7. Advanced Topics
1. Using EndNote
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1.1 Getting Started
1. What is EndNote?
2. Installing the macros and toolbar
3. What is a library?
 Eg, Competencies, Dissertation
4. What is a “Reference Type”?
 Eg, Book, Journal Article, Electronic Source
5. Create a Library
6. Import entries into a Library
1. Using EndNote
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1.2 Customizing Initial Settings
1. Set the default Library
2. Set default Reference Type
3. Create Custom Fields
4. Set display font size
5. Set columns to display
1. Using EndNote
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1.3 The Library Window
1. The Library Window
2. Previewing References
3. Sorting the library entries
4. Navigating in the Library Window
1. Using EndNote
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1.4 Entering Data Manually
1. Adding a new reference
 Enter a book
2. Rules on author and editor names
 General Rules
 Using “et al.”, etc.
 Anonymous works
 Corporate authors
 Complex author names
1. Using EndNote
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1.5 Importing Data
We’ll come back to these at the end.
 Chose an online database
 Perform a search
 Tag the records of interest
 Click Export if it is available for direct import
 Else click E-mail and import via a filter
1. Using EndNote
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1.6 Searches
 Sorting by column
 Typing first letters of sorted column
 <Ctrl>F or click ‘binocular’ icon
 In Word, click ‘magnifying glass’ icon
1. Using EndNote
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1.7 Advanced Topics
We’ll come back to these at the end.
 Custom fields
 Customizing import filters
 “Massaging” data files to conform to a filter
format
 Importing Reference Data
 Customizing output styles
1. Using EndNote
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Using EndNote
1. Using EndNote
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EndNote Resources
 http://www.endnote.com
 http://www.endnote.com/support/ensupport.asp
 Website for this Workshop
http://www.andrews.edu/LeaderPart/toolkit/EndNote/index.htm _
 Email dheise@andrews.edu
--- Short Break ---
1. Using EndNote
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2. Using the Dissertation Template
1. Introduction
2. General notes on using Word
3. Getting Started
4. Applying the Styles
2. Using the Dissertation Template
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2.1 Introduction
 Use the template from the START!
 The template is helpful for complying with the AU Standards
for Written Work.
(10th edition available on the Graduate Studies web site
http://www.andrews.edu/GRAD/style.html).
 EndNote helps with the APA formatting of citations and
references lists, but you still need to read the APA manual for
other formatting and style help.
(http://www.apastyle.org/)
 The template contains some example boilerplate text.
Consult your Dissertation Chair for examples applicable to
your research.
(See Shirley Freed’s qualitative examples at
http://www.andrews.edu/~freed/resources_qdtations.html)
2. Using the Dissertation Template
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2.2 General Word Notes
Activities:
1. Turn Automatic Formatting On or Off
2. Show All Commands (in dropdown menus)
3. Make the Show/Hide button visible
4. Make the View Field Codes button visible
5. Vertical Spacing in Word
6. Applying the Styles
7. Page Numbering and Sections in Word
2. Using the Dissertation Template
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2.3 Getting Started
Activities:
1. Download and Save the Template
2. Create a New Dissertation Document Using
the Template
3. Attach the Template to an Existing
Dissertation Document
2. Using the Dissertation Template
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2.4 Applying the Styles
Activities:
1. Abstract Title Page
2. Abstract Pages
3. Dissertation Title Page
4. Copyright Notice
5. Approval Page
6. Dedication Page
2. Using the Dissertation Template
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2.4 Applying the Styles (cont)
Activities:
7. Table of Contents – General Notes
8. Inserting a Table of Contents
9. Setting Leader Dot Spacing for Table of Contents
10. Inserting Roman Numeral Chapter Numbering in TOC
11. List of Tables
12. List of Figures/Illustrations
13. Acknowledgements
14. Chapters
15. Tables and Figures
2. Using the Dissertation Template
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2. Using the Dissertation Template
2. Using the Dissertation Template
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Formatting Resources
 AU Standards for Written Work
http://www.andrews.edu/GRAD/pdf/sww10.pdf _
 AU Dissertation style and format tips
http://www.andrews.edu/GRAD/style.html
 APA Style Manual & Tips
http://www.apastyle.org/
 Website for this Workshop
http://www.andrews.edu/LeaderPart/toolkit/EndNote/index.htm _
 Email
dheise@andrews.edu
--- Short Break --1. Using EndNote
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3. Using Word With EndNote
Activities:
1. Finding and inserting a citation
2. Modifying the citation text
3. Formatting the Reference List
4. Refreshing EndNote links
3. Using Word With EndNote
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3. Using Word With EndNote
3. Using Word With EndNote
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4. Other Resources
 Dissertation Completion Plan Spreadsheet
http://www.andrews.edu/leaderpart/toolkit/DissPlan.xls _
 Dissertation Committee & Topic Approval
http://www.andrews.edu/leaderpart/Forms/DissComRequest.pdf _
 Readiness of Dissertation for Defense
http://www.andrews.edu/leaderpart/Forms/DefenceReady.pdf _
 Dissertation Proposal and Oral Defense Report
http://www.andrews.edu/leaderpart/Forms/DissPropOralDefense.pdf _
 Office of Scholarly Research
http://www.andrews.edu/GRAD/OSR/
 AU Standards for Written Work
http://www.andrews.edu/GRAD/pdf/sww10.pdf _
 AU Dissertation style and format tips
http://www.andrews.edu/GRAD/style.html
 APA Style Manual & Tips
http://www.apastyle.org/
4. Other Resources
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5. Advanced EndNote Topics
Activities:
 Importing Data (1.5)
 Other Advanced Topics (1.7)
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