Transcript Slide 1

Online Guide
http://libguides.nus.edu.sg/endnote
Installing EndNote for PC
http://libguides.nus.edu.sg/endnote
For installation issues, contact NUS IT Care
Tel: 6516-2080, Email: [email protected]
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Fundamentals of EndNote X5 with
CWYW using MS Word 2007
NUS Libraries
EndNote Team
Email: [email protected]
Tel: 6516-2029
Outline
PART I [presented by Winnifred Wong]
Introduction to EndNote & workflow
Adding references to your library
Managing references: groups & duplicates
PART II [presented by Patrick Pu]
Cite While You Write
Backing up and recovering
EndNote vs. EndNote Web
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Introduction to EndNote
A software that:
• stores and organises references from
many sources
• inserts these references into a Word
document, and
• automatically formats your
references according to a predefined
citation style
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Workflow
1. Create an EndNote Library
2. Add references to the EndNote Library
3. Manage references: using groups & finding duplicates
4. Insert references in MS Word (Cite While You Write)
5. Change citation style and edit preferences
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Citations & Bibliography
Two places to cite the references you have used:
• within a sentence (in-text citation)
In-text Citation
Herring and Paolillo (2006) found that the genre of a web entry, rather
than the gender of the writer, affects the style of writing.
• at the end of the document (bibliography/references)
Bibliography/Reference
Herring, S. C., & Paolillo, J. C. (2006). Gender and genre variation in
weblogs. Journal of Sociolinguistics, 10(4), 439-459.
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The EndNote Library
Contains all your references. No limit to number of
references, but <100,000 is recommended
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Step 1: Create an EndNote Library
a.
b.
c.
d.
Hands-on
All programs > EndNote > EndNote Program
File > New
Filename: Project (*.enl)
Save
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Step 2: Add References to the Library
Direct
Export
Import
.Txt File
Online
Search
Import
PDF
Manual
Inputting
EndNote
Library
MS Word/Open Office
Cite While You Write
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Method 1: Direct Export
Export references directly from a database.
Steps:
1. At the database, select the records you want
2. Save, output, export or send to EndNote (The
EndNote option may also be labeled as “RIS”)
3. Click “Open” to transfer records to your EndNote
library
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Method 1: Direct Export
1. Mark the records
2. Click on EndNote
WOS
Method 2: Import .txt File
Used when references cannot be exported to EndNote.
Steps:
1. At the database, select the records you want
2. Export file and save on desktop.
(File format is usually .txt, but for PubMed, it’s .nbib )
3. In EndNote, go to File > Import
4. Browse and select the .txt file
5. Select Import option > Other filters e.g. PubMed (NLM)
Which filter to use? http://bit.ly/zQ8LY5
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PubMed
Method 2: Use a Filter
1. Mark the records
2. Choose Citation
manager
3. Create file
Method 3: Online Search
NATL
Search free databases and library catalogues (e.g. LINC,
Library of Congress)
Steps:
1. Go to Online Search > More
2. Select a free database or catalogue, e.g.
NATL U of Singapore
3. In the online search pane, search by
exact title of book
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Method 3: Online Search
Select more
Search by the exact title
Method 4: Import PDF Files
Extracts references from PDF files
PDF must contain a Digital Object Identifer (DOI) and is
not a scanned document.
Steps:
1. In EndNote, go to File > Import
2. Choose either file or folder, and Import Option > PDF
Note: If the author, title, journal, etc, fields are not autopopulated, the PDF is of the wrong format
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Method 4: Import PDF Files
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Method 5: Manual Inputting
Link to the video: http://youtu.be/30u5_b9d5D4
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Add References to the Library (Re-Cap)
Direct
Export
Import
Text File
Online
Search
• Most major
• Some databases • Library
databases
e.g. Factiva, BAS catalogues e.g.
• Google Scholar
NUS, LOC
• FindMore@NUSL
Import
PDF
• Only for PDFs
with DOI no.
and is OCRable
Manual
Inputting
• Use as last resort
EndNote Library
MS Word
Cite While You Write
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Managing References: Custom Groups
Create folders to group (categorise) references
Go back to All References.
Select references and drag into custom group. Alternatively,
right click on the references > add references to.
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Managing References: Smart Groups
Automatically group references based on your search
criteria, e.g.: author/year/title contains/is/word
1
begins with…
Note: Any references added to EndNote will be
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automatically filed in the group, with immediate
effect
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Step 3: Duplicate References
To find duplicates:
• References > Find Duplicates
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Recap
PART I
Introduction to EndNote & workflow
Adding references to your library
Managing references: groups & duplicates
PART II … coming up in 5 mins
Cite While You Write
Backing up and recovering
EndNote vs. EndNote Web
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Cite While You Write (CWYW)
i.
Use MS Word to insert citations into your paper
ii. Create a paper with properly formatted references,
bibliography, figures & tables
iii. To differentiate citation and bibliography fields,
change the MS Word’s Field Shading option.
iv. Do NOT edit the references in MSWord, but in
EndNote Library only.
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Setting for Field Shading in Word
> Word Options > Advanced > Show document content
Field shading > change to “Always” [Word 2007]
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EndNote Tab & Field Shading
If EndNote is properly installed, you will see the EndNote
tab in Word
After you add references, Field shading shows up as text
highlighted in grey.
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Inserting Citations
Method 1: Find Citation
a. EndNote X5 tab:
Insert citation > Find Citation
b. Search for a word in any field (e.g. title, author)
c. Select the references that you want to insert into your
paper
Method 2: Insert Selected Citation(s)
a. In EndNote library, select a reference you want
b. Go to Word and place cursor at insertion point
c. Click on Insert Citation > Insert Selected Citation(s)
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Editing Citations & Library References
a
b
a. This is where you
remove a citation if you
no longer want to cite it.
Or, edit a reference
instead of changing it
manually on the Word
document.
b. Use this to exclude
author or year in the intext reference, or add
page number.
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Which citation style to use?
Please check with your lecturer or thesis supervisor
OR ask the journal for their style guide
To change the citation style
In MSWord, EndNote X5 tab:
Click on Style > Select Another Style…
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Change & Create a Bib Section
To create bibliography section*
a. Bottom right corner of Bibliography
group > Layout > Bibliography title
b. Type “References (or Bibliography)”
*The bibliography section appears only when
you insert a citation
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Convert to Plain Text
Before sending documents to a publisher or IVLE,
strip the field codes used for EndNote citations
because they may interfere with other software.
EndNote X5 tab > Bibliography Group > Convert
Citations and Bibliography > Convert to Plain Text.
A copy of the Word document will be created with no
field codes.
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Backing Up Library (1)
Method 1: Save a Copy
Creates an exact copy of the library  xxx Copy.Data
and xxx Copy.enl
• File > Save a Copy…
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Backing Up Library (2)
Method 2: Compress Library
Saves the .enl file and .Data folder into a compressed file
• File > Compressed Library (.enlx)
• To restore: File > Open > Open Library…
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Export Travelling Library
Exports all the references used in your current Word
document to another (or new) library
• EndNote X5 Tab > Tools Group > Export to EndNote
> Export Traveling Library
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EndNote vs EndNote Web
Feature
Organize references
Store and cite images and objects
Find full text articles automatically
Link to PDF files
Format bibliographies
Online database searching
Import filters for online databases
Operating System
Access to references
Multi-user access (network or Web)
# of output styles
Database size
Max # of References
Max # of fields
Max # of Reference Types
Create table and figure lists
Subject Bibliography
Spell Check
Create a list of "favorite" styles
Reference grouping
Create Smart Groups for instant sorting
Advanced searching capabilities
Search across multiple databases
Integrated in MS Word
EndNote
Yes
Yes
Yes
Yes
Yes
Yes
700+ predefined; create your own
Mac OS X & Win
Desktop & Network
No
5,000+ predefined; create your own
Unlimited
Unlimited
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Yes
Yes
Yes
Yes
Yes
Yes
Yes
Cite While You Write
Cite While You Write
EndNote Web
Yes
Yes
No
Yes
Yes
Yes
700+ predefined
Win, Mac & Linux
Web browser
Yes
3,400+ predefined
Unlimited
25,000
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No
No
No
Yes
Yes
No
No
No
Cite While You Write (optional installation)
http://www.myendnoteweb.com/
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New in EndNote X6
• Sync your EndNote and EndNote Web libraries’ references,
attachments, and groups
• Track references and find your favorites
• See more with the expanded layout options
• Email a reference, including file and figure attachments
• Use PubMed direct export feature to import records in
fewer steps
• Manage medical journal names and abbreviations with the
updated terms list covering over 13,000 journals
• and more…
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More Information
NUS EndNote LibGuide – www.libguides.nus.edu.sg/endnote
Contact NUS Libraries’ EndNote team: [email protected]
Endnote Training YouTube Channel – http://www.youtube.com/user/EndNoteTraining
EndNote Updates – http://endnote.com/downloads/available-updates
Output Styles – http://endnote.com/downloads/styles
Import Filters
Connection Files
Microsoft Word Templates
Frequently Asked Questions
EndNote X5 Getting Started Guide (PDF)
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