Transcript EndNote® Basics Welcome to EndNote Workshop Marie Bronoel Objectives of Workshop • • • • • • See examples and demo Create a personal “Library” Add references to your Library Search and.

EndNote® Basics
Welcome to EndNote Workshop
Marie Bronoel
Objectives of Workshop
•
•
•
•
•
•
See examples and demo
Create a personal “Library”
Add references to your Library
Search and sort references
Insert references into Word document
Create a bibliography in Word
What EndNote Is
Software Program
Installs on personal computer
Creates bibliographic databases
Works dynamically with Word docs
Version X1
CompUCR Price: $115 students
$199 faculty
Free 30 day trial version online:
http://www.endnote.com/endemo.asp
What EndNote Does
• Creates a personal “library” that is a
searchable database
• Stores and organizes references
• Images, URLs, PDF files, and personal
keywords or notes can be added into
EndNote records
• Formats bibliographies in any style
Four Ways to Add Records
into your Library
1.
2.
3.
4.
Manual data entry
Direct Export (needs filter)
Export/Import is a two step process
Direct Search (needs filter and connection file)
Need More Help?
• User’s Guide,Tip Sheets, and Tutorials
at www.endnote.com (click on Support)
• UCR Library website includes a chart of
database specific instructions
http://library.ucr.edu/?view=help/bibsoftware/databases.html
• Advanced help? Ask Michele Potter,
UCR Librarian at 827-2975
Getting Started
1.
2.
3.
4.
Click the EndNote icon on the desktop
Select “Create a new EndNote library”
Save into: My Documents
Name it: YourNameTest. Click “Save”
Explore
Toolbar
Main Toolbar
Text Style
Toolbar
Library
Window
Alter to your
satisfaction
1. Manual Data Entry
You Do It
1. References > New Reference
2. New Reference Box
3. Select
Reference Type
(Journal Article, Book,
Electronic Source, etc.)
4. Look at available
fields. Click in field to
add information.
5. Close record
when done
Edit a Record
You Do It
1. In your EndNote Library, double click
on a record to open it for editing
2. Scroll down to the Keywords field and
add some keywords
3. File > Close Reference
2. Direct Export
General steps:
1. Search in database
2. Select records, if necessary select
format (usually tagged fields)
3. Direct Export
4. Designate which EndNote Library to
export the records to
Direct Export
Let’s Do It
1.
2.
3.
4.
5.
6.
Go to BIOSIS (ISI)
Search for African bees in Topic. Click SEARCH
Check 5 records
Output Records:
Step 1. ◙ Selected Records on page
Step 2. ◙ Select Full Record
Step 3. Click Save to EndNote, RefMan, ProCite
Click EXPORT
Select a Reference Library Look in My Documents
Click on your EndNote Library. Click OPEN. Voila!
3. Export/Import
Two Step Process:
1. EXPORT
Search on topic in database.
Save references and name file.
2. IMPORT
In EndNote, File > Import. Find your file
and select Import Option (filter) for database
Export/Import
You Do It
Part 1. EXPORT
1. Go to PubMed
2. Search for: Italian bees Click GO
3. Check 3 records.
Display (pull-down menu) MEDLINE.
4. Check the 3 records again. Send to TEXT.
5. File> Save as… Save in: My Documents
File name italianbees
Save as type: Text File. Click SAVE
Export/Import
You Do It
Part 2. IMPORT
1.
2.
3.
In EndNote: File > Import…
Import Data File> Click CHOOSE FILE.
Look in My Documents for italianbees. Click OPEN.
Import Option (the filter for the database):
Select PubMed (NLM) if listed. If not, go to Other
Filters… and find and choose PubMed (NLM).
Click IMPORT.
Sort and Search
You Do It
Sort
Click on Field (Author, Year, or Title)
For multi-field sorts, Click on
Search
1. Click on binoculars
2. Select “All Fields” from pull down menu
3. Type in term. Click search.
4. Direct Search
This method does not work with all databases
e.g. Not with BIOSIS (ISI), Yes with Web of Science (ISI)
For database specific information regarding Direct Search
check the UCR Libraries website pages on EndNote
General steps for most databases:
1. From the toolbar: Tools > Online Search > New Search
2. Choose A Connection (pick the connection file for
the database you want to search)
3. EndNote Search box appears. Enter your search.
4. Select records and Click Copy All References to
Direct Search
Let’s Do It
1.
In EndNote Library, from the toolbar:
Tools > Online Search > New Search
2.
3.
4.
Select Web of Science (ISI)
Search for Caucasian bees In Field:
Title/Keywords/Abstract. Click SEARCH.
Pop-up box appears. For this exercise, only
Retrieve References 1 through 10. Click OK.
Highlight four (from the list of 10) references to
keep. Click COPY SELECTED TO
Select your EndNote Library
Caveats for Direct Search
• When doing Direct Search from home, you must
connect to databases in UCR Libraries via client VPN
• The EndNote search box is simple compared to the
robust search engines in the native database
interfaces. Compare search capabilities and results:
EndNote vs native database.
• You need a both a connection file and filter. (If not
working as expected, call the UCR Libraries.)
Formats/Styles
Styles available on toolbar:
“Select Another Style” from pull-down menu
“Preview Style” from pull-down menu
Click CHOOSE
(Styles can be modified or customized.)
Create In-text Citations
Watch, Then Do It
1.
2.
3.
4.
5.
Highlight a reference in your EndNote Library
Open practice Word document (located on the
desktop in a folder labeled EndNote Lab File)
In the practice document, place the cursor where
you want the reference to go
Click INSERT
An EndNote placemarker will be generated
referencing the selected record of step 1.
Make Bibliography
You Do It
1. After all the citations are inserted…
2. Format Bibliography
3. You will be prompted to select output style.
Click Browse and select a style
4. To change style: Step 2 again