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Fundamentals of EndNote X5 with
CWYW using MSWord 2007
Aaron Tay
Resource Librarian for Econs, LKYPP
Email: [email protected] Tel: 6516-2029
Online Guide
http://libguides.nus.edu.sg/endnote
Outline
PART I
Introduction to EndNote & workflow
Adding references to your library
Managing references: groups & duplicates
Backing up and recovering
PART II
Cite While You Write
EndNote vs. EndNote Web
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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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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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New in EndNote X5
•
•
•
•
•
•
•
•
View & annotate PDF files
Find reference updates
Duplicates highlighting
Field substitutions
Insert citation options
New reference types – Dataset & Music
Add & transfer file attachments to the web
and more…
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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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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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Installing EndNote for Mac
Email software administrator for instructions
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Review of Questions!
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: Test (*.enl)
Save
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Step 2: Add References to EN Library
Direct
Export
Import
Text 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 database
a. At the database, select the records you want
b. Output/export to EndNote
c. Click Open
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Method 1: Direct Export
1. Mark the records
2. Click on EndNote
WOS
Method 2: Import .txt File
When references cannot be exported to EndNote
a. At the database, select the records you want
b. Export text (.txt) file and save on desktop
c. In EndNote, go to File > Import
d. Browse and select the .txt file
e. Select Import option > Other filters e.g. PubMed
Which filter to use? http://bit.ly/zQ8LY5
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PubMed
Method 2: Import .txt File
1. Mark the records
1. Choose the .txt file
2. Choose File
2. Select the PubMed
(NLM) filter
3. Select Medline
Method 3: Online Search
NATUL
Search free databases (e.g. PubMed) and library
catalogues (e.g. LINC, National Library Board)
a. Go to Online Search > More
b. Select a free database or catalogue, e.g. NATUL of
Singapore
c. In the online search pane, search by exact title of book
or conference proceeding
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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)
a. In EndNote, go to File > Import
b. Choose either file or folder, and Import Option > PDF
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Method 4: Import PDF Files
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Method 5: Manual Inputting
http://youtu.be/30u5_b9d5D4
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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. when the title contains “blog”
1
2
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Step 3: Duplicate References
To set criteria:
• Edit > Preferences > Duplicates
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
Backing up and recovering
PART II
Cite While You Write
EndNote vs. EndNote Web
30
Review of Questions!
Cite While You Write (CWYW)
• Use MS Word to insert citations into your paper
• Create a paper with properly formatted references,
bibliography, figures & tables
• Do NOT edit the citations and bibliographies in Word.
Edit the reference in the EndNote Library only
• To locate citation and bibliography fields, change the
MS Word’s Field Shading option
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Field Shading in Windows
> Word Options > Advanced > Show document content >
Field shading > change to “Always” [Word 2007]
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CWYW Ribbon in MS Word 2007
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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 citation
b.Go to Word and place cursor at insertion point
c.Click on Insert Citation > Insert Selected Citation(s)
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Change Style & Create a Bib Section
To change the citation style
EndNote X5 tab:
Click on Style > Select Another Style…
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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Editing Citations & References
Edit & Manage Citation(s)
E.g. add page numbers, exclude
author, exclude year
Edit Library Reference(s)
Place cursor in the citation, click
on edit library preferences and
make the necessary changes.
Next, click on Update citations
and bibliography
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Convert to Plain Text
Before sending documents to a publisher, remove the
field codes used for EndNote citations because they
may interfere with publisher’s layout programs
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 one 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 Word document to
another (or new) library
• EndNote X5 Tab > Tools Group > Export to EndNote
> Export Traveling Library
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Recovering Library
Repairs the damaged EndNote Library
Tools > Recover Library…
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Review of Questions!
EndNote vs EndNote Web
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Find Full-Text
Go to Edit > Preferences > Find Full Text
OpenURL Path: http://linc.nus.edu.sg:4550/resserv?&req_dat=CLSE&
Authenticate with: http://libproxy1.nus.edu.sg/login?url=
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Journal names (esp. Med. & WoS)
http://youtu.be/Ewy8_DwdZGo
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Summary
PART I
Introduction to EndNote & workflow
Adding references to your library
Managing references: groups & duplicates
Backing up and recovering
PART II
Cite While You Write
EndNote vs. EndNote Web
47
EndNote FAQ
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More Information
EndNote LibGuide (including slides for this presentation at http://bit.ly/endnoteslide)
EndNote X5 Getting Started Guide (PDF)
What’s New in EndNote X5
Videos on Endnote X5
EndNote Updates
Output Styles
Import Filters
Connection Files
Microsoft Word Templates
Frequently Asked Questions
Contact NUS Libraries’ EndNote team: [email protected]
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Survey - Evaluation
We need feedback, please help!
http://bit.ly/endntlive20feb
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