Integrating LaTex, BiBTeX, EndNote, apacite, apa



0. Preliminaries

This document describes my solution for integrating MiKTeX, LaTeX, BiBTeX, EndNote, apacite, and apa, on my laptop computer running Windows 2000. This is primarily intended as personal documentation for a personal solution, but others may find useful tips or hints or pointers in this documentation. Several resources have been very helpful during my tinkering:

1. Export a BiBTeX database file from EndNote

  • Verify that cited references have valid Label field, and that this Label field is identical to the keys used in \cite{key}, \citeA{key} (and similar) commands in the LaTeX document.
  • Choose BibTeX output format for references: File > Output Styles > BiBTeX export. If necessary, start Styles Manager (File > Output Styles > Open Style Manager) to put this output style in the shortlist of output styles.
  • Select necessary references or select all references.
  • Export selected references to output file.
    For file name, give the library name with today's date, e.g. HQ060202. In this documentation, this name of the exported library is referred to as ENLIBRARY in capitals, this variable should be replaced with the actual filename in actual use.
    For extension, give .bib.

2. add package apacite

Retrieve this package from (a mirror of) www.ctan.org and extract its content into the local tree, as explained in the FAQs cited above. In my case, this required some tinkering to override the absolute and non-local paths specified in the ZIP file. Unzipping had to be done under human supervision.
Read its documentation before you continue, that helps.
This package modifies the way cited references are listed in the text and in the Bibliography section of your article. It's very neat, and I thank the authors for their work!

3. add package apa

Retrieve this package from (a mirror of) www.ctan.org and extract its content into the local tree, as explained in the FAQs cited above. In my case, this required some tinkering to override the absolute and non-local paths specified in the ZIP file. Unzipping had to be done under human supervision.
Read its documentation before you continue, that helps.
This package drastically changes the default behavior of LaTeX: Acknowledgements are printed as Author's Note at the end of the paper, Tables and Figures are printed at the end, etc. In distribution mode (jou), it produces as-printed two-column output. It's very neat, and again I thank the authors for their work!

4. rehash

In order to ensure that MiKTeX can find all the installed packages, the local tree must be updated first. This can be achieved by calling Start > Programs > MiKTeX > MiKTeX Options. Choose "Roots" tab, and select the local TEXMF directory tree. Then press the "Refresh FNDB" button to refresh the database of local filenames. This ensures that MiKTeX will find the apacite and apa packages and their associated files.
For more background, see the preliminary documentation mentioned in section 0 above.

5. build document

  • Create DOCUMENT.tex in a text editor.
  • Make sure that the preamble of this document contains the line
    \usepackage{apacite}
  • In the document, cite references by means of the apacite commands
    \cite<prefix>[postfix]{keys} (within parentheses) and
    \citeA<prefix>[postfix]{keys} (without parentheses).
    Here is an example:
    This is already known since antiquity \cite{Aris10}.
    As \citeA[p.~X]{Abra82} tell us...
    Eventually, this should come out as:
    This is already known since antiquity (Aristoteles, 1910).
    As Abrahams and Shaw (1982, p. X) tell us...
  • After the main text, add lines
    \bibliographystyle{apacite}
    \bibliography{ENLIBRARY}
    This tells LaTeX that unsolved references can be found in the file ENLIBRARY.bib.

6. putting it all together

This is in fact done with the help of several intermediate files. To make life easy, make sure that (a copy of) ENLIBRARY.bib and your LaTeX DOCUMENT.tex are in the same directory, indicated here as DIR. Then we don't have to worry about finding the right versions of the right files.
  • Open a Command Prompt window, and cd to the working directory DIR.
  • Enter the following sequence of commands, replacing the uppercase words with your filename. Make sure that you DO NOT ENTER EXTENSIONS, since this may prevent LaTeX and/or BiBTeX from finding the necessary auxiliary files with different extensions.
    commandcomment
    latex DOCUMENT \bibliography command in DOCUMENT.tex tells LaTeX where to find unfound references
    bibtex DOCUMENT not bibtex ENLIBRARY, as I attempted repeatedly !! See Guide p.312
    latex DOCUMENT
    latex DOCUMENT
    latex DOCUMENT run LaTeX at least twice after running BiBTeX, see Guide p.312 and BiBTeX documentation. Running it three times does not seem to hurt.

7. Finish

... et voilà, the resulting DOCUMENT.dvi can be viewed or processed further.

Desiderata

  • In the exported EndNote database, "hard" capitals in titles should be protected against downcaseing by means of {}, as in {E}nglish (see Guide, p.321). Currently, the apacite package modifies all words in the title unless so protected. I have not found out how to let EndNote produce its output in the desired format.
    My current solution is to invoke a text editor, and replace the necessary words explicitly, e.g. replace English by {E}nglish. Not nice, but it works. This must be done before you put it all together (section 6)!
    For the record, my main ENLIBRARY.bib file contains the following words or phrases in titles that have to be adjusted:
    • adjectives or language names: American, Chinese, Dutch, English, Estonian, French, Greek, Indian, Japanese, Kanada, Latin, Portuguese, Thai, Scots, Welsh.
    • names: Peter Ladefoged, Richard Cureton, Gibbs
    • concepts: S, S-Plus, C, SPSS, TRACE, MLwiN
  • A similar point applies to special characters in names and in titles, which EndNote just exports as é and not as \'e. These characters must also be adjusted manually in the ENLIBRARY.bib file.

Last update on 6 Feb 2002 by HQ