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Aaron Tay
Librarian, Central Library
26 Sept 2008
Objectives
What is EndNote?
Introduction to EndNote’s interface
Importing references
Managing and organizing citations
Inserting citations into your paper (Cite While You Write)
EndNote X2 (Installation & technical issues)
What is EndNote? ?
stores and organizes references found from many sources
inserts these citations into a Word document, and
automatically format your references according to a predefined citation style
Use of EndNote
Direct Export Import txt file Online Search Manual Entry
Citations
Microsoft Word in required citiation style (e.g. APA 5th)
Export
Import• Search within references
• Organize by groups
• Link to PDF articles
• Find full text
• Duplicate checking
• Term lists/ Subject Bibliographies
Search for references easily with new integrated tab
Quickly initiate an Online Search
Use Smart Group to view and manage references
Track new and updated features with the Auto Date Stamp
View library and record summaries
Compress your EndNote library and attach it to an email automatically
New features
Screenshot
Online version of EndNote desktop
Works independently of EndNote desktop (and vice-versa)
Fewer features than EndNote desktop
Allows synchronization (both ways) between desktop and web version.
EndNote Web
Comparison between Endnote Web and Endnote desktop
INTRODUCTION
TO
ENDNOTE INTERFACE
First time use of EndNote
Library Window
Groups Pane
References List Pane
Tab Pane
Menu ToolbarEndNote WindowLibrary Window
Status Bar Hide/Show Tab Pane
Working EndNote Library
For flash movie of demo , download and extract this zip file in any folder, then click on html file.
IMPORTING
CITATIONS
Four ways importing citations
Direct Export
Import Text File
Online Search
Manual Data Entry
Unsure what to do? See http://libpweb1.nus.edu.sg/lion/e/endnoteimport.html
Fastest, most efficient
Slower, difficulty to choose filter
Fast, but limited to library catalogues and few free database
Slowest, least reliable
Direct Export
“One click” export directly from database.
Usually button says “Send to EndNote/RefMan/Procite”, “direct export” or similar.
When file is downloaded, in file dialogue box select “open” instead of “save”.
Examples
Psycinfo, International Bibliography of the Social Sciences, EconLit, Social Work abstracts, Geobase, Int'l Pol. Sci. Abs, Social Work Abstracts,1977, The Philosopher's Index (OVIDSP)
Communication & Mass Media Complete, Business Source Premier (EBSCO) Social Sciences Abstracts Scopus Social Sciences Citation Index (via Web of Science) Expanded Academic Index ASAP, Geodek ScienceDirect ProQuest (including Dissertations & Theses) JStor Google Scholar
For flash movie of demo , download and extract this two zip files (Psycinfo, Google scholar) in any folder, then click on html file.
Import Text File
Export text file and save on computer Open EndNote (File => Import) Browse and select downloaded txt file Select Import option (filter)
Examples Sociological Abstracts, Social Services Abstracts
(CSA) LINC
For flash movie of demo , download and extract this two zip files (Sociological abstracts, LINC) in any folder, then click on the html file.
Online Search
Search free databases (Medline) and library catalogues (including NUS) within EndNote desktop.
All references found will be imported. LINC results – “Import Text file” versus “Online search”
Examples Medline etc LISTA (Library information science and technology
abstracts) LINC (NUS Lib Catalogue) and other Library catalogues
such as Library of Congress.
For flash movie of demo , download and extract this zip file (LINC - online search) in any folder, then click on html file.
Manual Data Entry
Enter citation by hand. Mainly for websites.
Tutorial : http://www.endnote.com/training/WMVs/ENX2/06-Manual_Data_Entry.wmv
MANAGING
AND ORGANIZING
CITATIONS
Features covered
Search within references
Organize by groups
Find full text
Duplicate checking
Link to PDF articles
Baseline – All references will be in this group
After “Find duplicates” option (temp)
After “Find full text” option (temp)
After importing references (temp)
After searching within EndNote Library (temp)After deleting
Groups created after online search (temp)
Groups created manually by users
Groups created automatically matching rules
Group created after transferring from EndNote Web
Groups – Types of groups
Permanent groups*
All References
Custom groups
Smart groups
* Definition differs from EndNote Manual
Temp groups*
Imported References
Duplicate References
Online Search
Full textSearch results
Endnote
Web
Cleared after exiting EndNote
Remains unless user removes
References and groups
Each reference can be in more than 1 group.
“All reference” group contains every reference (except those in trash)
You can drag and drop references to custom groups and trash (will be deleted when closing EndNote Library).
Deleting the whole group only removes the reference from that group and not the library.
Deleting reference from any group (except custom group) from delete reference from library!
Search within reference
Allows you to search within whole library or within groups.
Click on any group to search within group, or select “add to showing reference” to search whole library and add to current references.
Results will be displayed in the temp. “Search group”
You can save/load searches, or covert a search to a smart group (see later)
Creates/fills temporary “Search results” group.
Custom group
Group references into user preferred groups. A permanent group that remains unless deleted. Several different ways to create a new group, or
to add a reference to a new group. E.g. Right click on “group pane”, create pane /
Right click on reference “add reference to..” Creates/fills permanent “custom” group.
Smart group
Automatically adds references to defined smart group if it meets a certain criteria.
From search pane, search -> options, convert to smart group
From the Groups menu, select Create Smart Group. Then select rules
Creates/fills permanent “smart” group.
Duplicate group
References -> Find duplicate.
What counts as a duplicate? Edit-> Preferences->duplicate.
Creates/fills temporary “duplicate references” group.
For flash movie of demo , download and extract this zip file (Searchcustomsmart) in any folder, then click on html file.
Find full text
Select references you want, then right click “find full text”.
Creates/fills temporary “full text” group.Not very usefulDownloads only “free” pdf, most times it
will add a url to the paid site.Clicking on the link, will bring you to a
“please pay” webpage, you can use the bookmarklet to try to access.
Link to Pdf files
Choose reference, right click -> file attachment -> browse to file
Default is "Copy this file to the default file attachment folder and create a relative link.“
This will copy the pdf into the .DATA folder and link to that file.
Increases portability.
Unformed Citation(s)
EndNote Library (files needed)
.ENL file e.g. test.enl
.DATA foldere.g. test.data
EndNote Library references Contains figures, groups, pdf
Portable to be placed in same directory
EndNote settings (files needed)
*All page numbers refer to EndNote PDF Manual.
Other functions
Compress (and email) Library (p. 264)*
Transfer between EndNote desktop and EndNote Web (p. 569)*
Handling figures, tables (p. 160)*
Term lists (p. 257)**All page numbers refer to EndNote PDF Manual.
ADDING CITATIONS
TO
YOUR PAPER
Cite While you write (cwyw) toolbar
Easily and quickly cite references, figures & tables, and create a paper with properly formatted citations, a bibliography, figures & tables
http://www.endnote.com/support/en_wpchart_win.asp
Microsoft Word 2003
Microsoft Word 2007
Rule #1 of using CWYW
Do not manually over-write anything added by EndNote (shaded in grey!)
Any changes will be automatically removed by EndNote the next time another citation is added.
Find & Insert Citation
Find Citation Searches for the desired citation in the EndNote Library to be added to the paper.
Insert Citation Within EndNote Library, select desired
citation, click on this button and it will be added.
Edit Citation
Customize individual selected citations. For instance, you can remove “author”, “year”, add page numbers etc when necessary.
Edit Library reference
Select a reference inserted into the paper, and edit the EndNote reference in EndNote Library.
Format Bibliography
Change the EndNote style used for your document. Make changes to the overall layout of your bibliography – spacing, font etc.
Unformat Citation(s)
Remove the formatted bibliography and citations and replace all citations with plain-text placeholders.
Use when transfering between diff word processors (older versions, Mac etc).
Plain-text placeholderFormatted by CWYW toolbar
Remove Field Codes
All field codes are removed and replaced with actual typed citations in a new copy.
Used before sending to publishers
Once this is done, you cannot manage the citations via EndNote in the new copy.
Export travelling Library
Each Word Document with citations inserted by EndNote has an accompanying “travelling library”
You can export this “travelling library” to a new EndNote Library or add to an existing one
Use this to create a smaller EndNote Library of citations you used in your article
Use this to extract citations into EndNote Library from a paper (formatted by EndNote) sent to you by a colleague.
Insert Note
Insert explanatory notes to be numbered as though they were bibliography entries, and then placed in the bibliography.
Makes sense only if using a “numbered” style.
Figure related options
Find Figure(s)
Generate Figures List
Cite While You Write Preferences
Various generic preferences
Setting “instant formatting”, keyboard shortcuts, password to EndNote Web etc.
If both EndNote Desktop and EndNote Web is installed on the same machine, use this option to switch between using citiations obtained from the desktop version and the web version
For flash movie of demo , download and extract this zip file (Citeasyouwrite) in any folder, then click on html file.
Software requirements
Software Requirements: Windows XP with SP2 or Vista Microsoft Word 2003 or 2007 NUS Software Catalogue ([email protected])
Hardware Requirements: Pentium 450 MHz or faster processor At least 180MB hard disk free space Minimum of 256 MB RAM Internet or LAN connection
Installation instructions
http://libpweb1.nus.edu.sg/lion/e/endnoteguide.html
New Installation[http://libpweb1.nus.edu.sg/lion/e/Step1detailed.pdf]
Windows XP with Microsoft Word 2003
New Installation[http://libpweb1.nus.edu.sg/lion/e/Step1detailed.pdf]
Windows Vista with Microsoft Word 2007