Endnote/NWP workflow and mini-tutorial...
Posted: 2007-08-14 17:15:46
In the feature request post, someone mentioned better support for Endnote. I mention in that post that Endnote is pretty compatible already. I would like to share my Endnote workflow and welcome comments on how to make it even more efficient. This can also serve as a reference to getting the most out of Endnote for users who are moving from Word to NWP and are used to CWYW features (which are VBA based and will take a while to reimplement in Word 2008 but in the meantime are often clunky and slow Word X and 2004 down to a crawl). Using this workflow, I don't miss Word and CWYW. Note that this is using Endnote X and NWP 1.0.
1. In your services menu (NWP -> Services), you will find Endnote. There are three VERY useful commands there: Insert Citation, Find Citation, and Format Paper.
2. Using NWP, you can assign a keystroke to each. I have assigned the following: Cmd-IC for Insert Citation, Cmd-FC for Find Citation, and Cmd-FP for Format Paper. These menu items are available in ANY Cocoa application, so you can use it in Pages and OmniOutliner as well. These keystrokes come in VERY handy when writing (for example, I go to Endnote, select the citation(s) I want, and then press cmd-IC to insert the temp citation). Let me explain each one:
4. Click Format, and Endnote will ask you to save your RTF in a different location (so as to leave the original with temp citations intact). Once you click save, Endnote will create an RTF with all temp citations formatted and will attach a formatted bibliography at the end. Because NWP is already in RTF, all styles, formatting, and document properties are maintained (I think this alone makes NWP the best alternative to Word for working with Endnote, because Pages and Mellel and Mariner Write all lose things in the conversion from native file format to RTF and back again; Nisus loses nothing).
5. It should be noted that you need to use the original file for edits, etc. and then reformat if you change (add, remove, edit) any of the citations. This will update the bibliography, etc.
5. You may also want to create an Applescript macro to go to Endnote. This, luckily is very simple. Your applescript code should look like this:
Tell application 'Endnote' activate
End tell
Save this script in your NWP Macros folder, assign a keystroke to it, and you can get to Endnote with one keystroke (similar to Go to Endnote command in Word).
6. Also, I create a "Go to NWP" applescript and save it in my Scripts folder. If you have the scripts menu activated in the toolbar, you can simply click it and go back to NWP from Endnote.
Whew!
Using this method, I hope you will find a way to do the same things that CWYW/Word/Endnote do in NWP (and because Word X and 2004 choke on it and become horribly slow when using it, I hope you will see how this is better). The only drawbacks are that you do have to go through the formatting step and you often have to work with two versions of any document, the original with temp citations and the formatted version. These are very minor drawbacks, however.
Hope this helps anyone who is having problems with NWP and Endnote. Any suggestions or additions are welcome.
Scott
1. In your services menu (NWP -> Services), you will find Endnote. There are three VERY useful commands there: Insert Citation, Find Citation, and Format Paper.
2. Using NWP, you can assign a keystroke to each. I have assigned the following: Cmd-IC for Insert Citation, Cmd-FC for Find Citation, and Cmd-FP for Format Paper. These menu items are available in ANY Cocoa application, so you can use it in Pages and OmniOutliner as well. These keystrokes come in VERY handy when writing (for example, I go to Endnote, select the citation(s) I want, and then press cmd-IC to insert the temp citation). Let me explain each one:
- Insert Citation - Pretty self-explanatory. Inserts the citation currently selected in Endnote. Note: If you are used to CWYW, you may find that the citation looks pretty funny. This is a temporary citation that will be changed by Endnote when you format a paper. You may think this is weird, but you can now completely edit the citation (remove author, add page number, etc.--see the instructions in the Endnote manual pdf).
Find Citation - You can type a name of an author, select it, and then select Find Citation to bring up a dialogue box with a list of all Endnote citations with that authors name. Simply select the citation, click Insert Citation, and you're done.
Format Paper - This finds any citation in the selected texts, and then brings up the format paper dialogue in Endnote, which allows you to save another RTF as a formatted paper with all temporary citations formatted properly and a formatted bibliography inserted at the end of the paper.
4. Click Format, and Endnote will ask you to save your RTF in a different location (so as to leave the original with temp citations intact). Once you click save, Endnote will create an RTF with all temp citations formatted and will attach a formatted bibliography at the end. Because NWP is already in RTF, all styles, formatting, and document properties are maintained (I think this alone makes NWP the best alternative to Word for working with Endnote, because Pages and Mellel and Mariner Write all lose things in the conversion from native file format to RTF and back again; Nisus loses nothing).
5. It should be noted that you need to use the original file for edits, etc. and then reformat if you change (add, remove, edit) any of the citations. This will update the bibliography, etc.
5. You may also want to create an Applescript macro to go to Endnote. This, luckily is very simple. Your applescript code should look like this:
Tell application 'Endnote' activate
End tell
Save this script in your NWP Macros folder, assign a keystroke to it, and you can get to Endnote with one keystroke (similar to Go to Endnote command in Word).
6. Also, I create a "Go to NWP" applescript and save it in my Scripts folder. If you have the scripts menu activated in the toolbar, you can simply click it and go back to NWP from Endnote.
Whew!
Using this method, I hope you will find a way to do the same things that CWYW/Word/Endnote do in NWP (and because Word X and 2004 choke on it and become horribly slow when using it, I hope you will see how this is better). The only drawbacks are that you do have to go through the formatting step and you often have to work with two versions of any document, the original with temp citations and the formatted version. These are very minor drawbacks, however.
Hope this helps anyone who is having problems with NWP and Endnote. Any suggestions or additions are welcome.
Scott