EndNote X8 - Rutgers University Libraries · 2017-11-09 · EndNote X8 Course Objectives At the end of this session you, you will be able to: • Understand the basic’s of Import

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George F. Smith Library of the Health Sciences

EndNote X8

Advanced Course

University Libraries

EndNote X8

EndNote X8

George F. Smith Library of the

Health Sciences

PDF Viewer & High-

lighter

Citation PreviewLayout TabLibrary WindowGroups Pane

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EndNote X8

Course Objectives

At the end of this session you, you will be able to:

• Understand the basic’s of Import Filters

• Understand the basic’s of Connection Files

• Understand the basic’s of Output Styles

• Access Manuscript Templates for Word Documents

• Make an EndNote Reference by completing fields.


EndNote X8

Course Objectives (2)

• Get Full-Text articles using Open-URL

• Edit References; add PDF’s and annotate them, add research notes,

use EndNote’s search engine

• Sync with EndNote Web (Account Required)

• Get help from online resources

George F. Smith Library

of the Health Sciences

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EndNote X8

Course Overview

• Review the Basics: EndNote bibliographic management.

• Import Filters.

• Connection Files.

• Output Styles.

• Manuscript Templates.

• Full-text when available.




EndNote X8

Import Filters

• Allow search results from the database to transfer into the EndNote

Library’s designated fields within each record.

• The fields are author, title, year, volume issue pages etc.

• Filters install automatically when installing EndNote.

• Released regularly as updated.

• New and updated filters are found here;

http://www.endnote.com/support/enfilters.asp



http://www.endnote.com/support/enfilters.asp

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EndNote X8

Import Filters (2)

Access the Filter Manager Filter Manager

George F. Smith Library of

the Health Sciences


EndNote X8

Connection Files

Connection files are used by the online search feature to connect to a

database e.g. Pub Med.

1. From the Tools menu choose “Online search” to open a window

displaying the possible connections.

2. Choices include databases like PubMed and library catalogs

including Rutgers. Click to select.

Tip: Using the EndNote Online Search feature is not as powerful as

using the native database. Search tools available in each of the

databases add unique value.



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EndNote X8

Connection Files (2)

• OvidSP, for example, has EBM filters and journal subsets.

• PubMed has clinical queries.

• The EndNote search has basic limits, but must be entered into the

search.

• Using Online searching for books in the Rutgers catalog or the

National Library of Medicine catalog is a good use of the Online

search feature.

• http://www.endnote.com/support/enconnections.asp

George F. Smith Library of

the Health Sciences


EndNote X8

Connection Files (3)

Access via the edit menu See available Files.

George F. Smith Library of the

Health Sciences

http://www.endnote.com/support/enconnections.asp

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EndNote X8

Output Styles

• Output styles govern the appearance of your reference(s) in

documents or PowerPoint slides.

• There are over 6300 Styles available.

• APA 6th edition, JAMA, Chicago, MLA are all included in the Style

package.

• Styles can be created an edited based on need.




EndNote X8

Output Styles (2)



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EndNote X8

Manuscript Templates

• 191 Manuscript templates are currently available.

• From the EndNote “Tools” pull down menu choose “Manuscript

templates”

• Templates cannot be altered; they are pre-set.

• Cite While You Write (CWYW) works with all Templates.




EndNote X8

Manuscript Templates (2)

Select Tools and

Manuscript Templates Choose a template



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EndNote X8

Editing existing libraries

With a library open, reference(s) can be edited.

1. To edit the reference open it by double clicking it with the mouse.

2. Add information to fields as needed. The author field requires Last

name first followed by a comma. Then a space and first initial

(capitalized) followed by a period. Then second initial (capitalized)

followed by a period.

3. Deleting references is accomplished by highlighting and hitting the

delete key or choosing “cut” from the edit menu.




EndNote X8

Editing the reference

Click into any field and add, (see slide 21) delete or change the existing

text. Use the File attachments field to attach PDF’s of Full Text or images

to the record.



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EndNote X8

Groups

• Groups are used to make subsets of an existing EndNote library.

• References grouped by author(s), institution(s) or articles published

in a specific Journal are common examples.

• Users can name each group and define the scope of what the group

contains.




EndNote X8

Create a Group

1. Use the Groups pull down

menu Create Group.

2. Begin to populate the group

with the references in the

library.

3. Create multiple Groups as

needed.



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EndNote X8

Groups (2)

1. Drag references from the

library window on the right

into the groups pane on the

left.

2. Use the Ctrl key to highlight

and drag more than one

reference at a time.

3.Right clicking on a Reference

offers Add Reference To: and

will show available groups.


EndNote X8

Searching within a library

To search references within a

library use the quick search

box located to the far right of

the EndNote toolbar.

Searching for keywords will now

also show the contents of the

“Sticky Note” part of the PDF

viewer.



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EndNote X8

Search within the library (2)

• Search Library… functions are

also located in under the Tools

pull-down menu.

• The Search Library and the

Online Search use the same

interface.


EndNote X8

Search within the library (3)



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EndNote X8

Adding research notes

All references can be edited

to include a research note or

notes.

1. Double click on the reference

and open the reference for

editing.

2. Scroll down to the Research

Notes field.

3. Add text.

4. Closing the reference will

prompt the save dialog box,

chose save.




EndNote X8

Adding Non-Journal References

• EndNote supports 49

reference types.

• Types include; books,

databases, electronic articles,

videos, email, web pages.

1. To begin use the References

pull-down menu, and “choose

new reference”.



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EndNote X8

Adding Non-Journal References

2. Use the reference types pull-

down menu and select the

desired type. (Journal Article)

is the most used.

3. Enter the reference data into

the corresponding fields.

4. Close and save the reference.

Reference Types image.



Steps


EndNote X8

Full Text

Full text can be attached to the

corresponding reference in

EndNote.

1. After the PDF has been

retrieved open the reference

for it in the library, and scroll to

the file attachments field.

2. Right click within the field and

navigate to the PDF whether

it’s on the desktop or in the

“My Documents” or another

folder on your computer.



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EndNote X8

Full Text (2)

3. Once the PDF is located, double clicking attaches it to the EndNote

record.




EndNote X8

Full Text Using Open-URL

• Open URL allows EndNote to connect to Rutgers libraries Full-Text

subscriptions.

• Unfortunately, every article found in a library database search will

not be available as Full-Text PDF.

• Some subscribed Full-Text may also not import using this feature,

so double checking using the “Find- IT RBHS” button or using the

Libraries online catalog is strongly encouraged.

• The catalogs URL: https://www-iris-rutgers-

edu.proxy.libraries.rutgers.edu/uhtbin/cgisirsi/?ps=jxkl6GYsBg/ALC

OHOL/300950246/60/502/X



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EndNote X8

Full Text Using Open-URL (2)

• Click Edit and Preference to

Open the EndNote program

Preferences… menu.

• From there choose Find Full

Text.




EndNote X8

Open URL- Full Text (3)

• Fifth from the top is “Find Full

Text”

• Required information needs to

be place in the “Open URL

Path:” and also the URL

boxes.

• Open URL Path:=

http://linksource.ebsco.com/lin

king.aspx?

• URL=https://login.proxy.librarie

s.rutgers.edu/login?url=

• Then click Apply.George F. Smith Library


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EndNote X8

OpenURL (4) Full Text from the Icon or Pull-down




EndNote X8

EndNote PDF viewer.

• The image left is the Full text

PDF of an article in an

attached to an EndNote library.

• This viewer newly available in

version X8 allows us to add a

“Sticky Note” or “Highlight” text

as needed.

• Use the mouse to highlight text

and then click the icon to

instantly highlight the text.

• Yellow is the default multiple

colors can be used.



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EndNote X8

EndNote PDF viewer (2)

• The red oval in the image left

contains the icons for either

the “Sticky Note” or the

Highlight text features”

• This is the “Sticky Note” text

box add descriptive text as

needed.

• You will be prompted to Save

when closing the PDF.




EndNote X8

PDF viewer (3)

• Here is another view of the PDF viewer toolbar.

The colored icons are for the “Sticky Note” and the

“Highlighter”.

• The “Sticky Notes” become immediately searchable

suing the EndNote search engine.



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EndNote X8

Sync EndNote with EndNote Web

• EndNote X8 and EndNote Web work together to share an EndNote

library with an EndNote Web account. This is the EndNote version of

cloud computing.

• Start by creating an EndNote Web account;

https://www.myendnoteweb.com/EndNoteWeb.html and click sign

up or sign in if you have already created an account.

• EndNote Web can store up to 10,000 references.

• Collect reference from PubMed or the ISI Web of Knowledge

• Collaborate with colleagues.




EndNote X8

Sync EndNote with EndNote Web(2)

EndNote Preferences The Sync Tab

• Start by clicking the Sync Tab

• Enter EndNote Web

credentials here:

• Authentication to Rutgers will

require your NetID and

password. Follow instruction

on screen.

• The retrieval process can take

time, be patient.



https://www.myendnoteweb.com/EndNoteWeb.html

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EndNote X8

Sync EndNote with EndNote Web (3)

• Important considerations.

• Only one EndNote library may by used for Sync.

•

• Improper Sync settings can result in data loss.

• Multiple users can Sync with the EndNote Web library but each sync

will overwrite the contents of the library.

• Backing up all data (Use the compress library feature found under

the File pull down menu) it is critical for success.




EndNote X8

Subject Bibliographies

A smaller list of references or

subset under distinct headings.

The heading can come from any

of the display fields in

EndNote; author, title,

institution etc.

1. Start by using the Edit pull

down menu and choose

“Select All”.

2. Use the Tools pull down menu

and chose “Subject

Bibliography”.



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EndNote X8

X8 Resources

1. EndNote at Rutgers https://www.libraries.rutgers.edu/endnote

2. EndNote User Blog http://rutgersendnote.wordpress.com/

3. A copy of the “Getting Started Guide” is on your hard drive in the

HTML format, "C:\Program Files (x86)\EndNote X8"




EndNote X8

Topics for follow up.

• The Information desk 973.972.4358

• Rutgers Ask a Librarian:

https://www.libraries.rutgers.edu/smith/forms/ask_a_librarian

• EndNote.com

• A copy of the “Getting Started Guide” is on your hard drive in HTML,

"C:\Program Files (x86)\EndNote X8"



https://www.libraries.rutgers.edu/endnote

http://rutgersendnote.wordpress.com/

https://www.libraries.rutgers.edu/smith/forms/ask_a_librarian

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EndNote X8

Thank You !

UMDNJ University Libraries George F. Smith Library of the Health Sciences