Transcript EndNote X2 - National University of Singapore

20 February 2009
Geok Kee
[email protected]
What is
?
A software that allows you to
 Store & organise your references obtained from
different sources in a database
 Insert these references into a Word document
 Automatically format your references according
to a predefined citation style
Why use Endnote? Demo
Objectives
At the end of the session,
 Find your way around EndNote & learn where to find
answers to questions about the software
 Create EndNote libraries & save references in them
 Search for & add references by connecting to remote
databases through the Internet
 Import references from downloaded files into EndNote
 Use EndNote with Microsoft Word to create & format
citations
 Academic integrity
 Essential to acknowledge the sources you
use
 NUS Plagiarism Prevention service
http://www.cit.nus.edu.sg/plagiarism/
Outline






Getting started: Installing EndNote
Creating & building EndNote libraries
 Creating custom groups
 Backing up your EndNote files
 Adding references to a library
Copying references between libraries, searching
& sorting a library, creating an independent
bibliography/reading list
Cite While You Write
About EndNote Web
Useful resources
Getting Started: Installing EndNote
 LION (Library Instruction ONline)
 Step-by-step guide
 Start  All Programs  Software Catalogue
 Software Catalogue Client 1.2
 Specialised Applications
 EndNote
 Available for both Windows and Macintosh
computers
Demo: Installing EndNote
Outline






Getting started: Installing EndNote
Creating & building EndNote libraries
 Creating custom groups
 Backing up your EndNote files
 Adding references to a library
Copying references between libraries, searching
& sorting a library, creating an independent
bibliography or reading list
Cite While You Write
About EndNote Web
Useful resources
Demo: Sample_library
sample_library
Demo: Basic features of EndNote
 Opening a reference library
 EndNote window, Library window, Reference window
 Library window: Groups, reference (each line = 1 reference), column
headings (file attachment, author, year, title, etc), reference preview
 EndNote toolbars, output styles, Search box
 Selecting an output style  using the menu
 Using the style manager  change menu listing & modify an output
style
Edit > Output styles > Open style manager
 Sorting reference list
 Finding & previewing references
 Viewing a references & attached files & Website (URL)
 Changing EndNote preferences
 Setting default libraries
 Changing Fields displayed in reference list
 Closing your library & exiting EndNote
Output styles
Column headings/Fields
Search
Endnote window
Library window
Reference
preview
Click to hide/display
preview
Selecting an output style
new_library.enl
new_library.enl file  EndNote
library file extension
new_library.Data folder  Contains
figures, groups and other significant
files
Creating custom groups
 Max 500 custom & smart groups per library
 Include
 Custom groups
Are manually created by adding individual
references to the group
 Smart groups
Built with search strategies, are dynamically
updated as references are added and edited in
the library.
 EndNote Web
Allow you to easily initiate a transfer of
references between an EndNote Web folder &
EndNote desktop library.
Backing up your EndNote files
 File > Save a copy
 *.enl EndNote library file extension
 *.Data folder  Figures, images, groups, file
attachments, etc
 Saving a compressed copy of a library
 *.enlx extension
Tips
 No limit to the number of references in
each library but not recommended to
exceed 100,000 references
 Important to always move, copy, rename
& delete both the main *.enl file & the
associated *.Data folder for each
EndNote library.
 Always make a backup copy
 Save as a compressed library (*.enlx)
for larger files
Tips
 One library or several?
One library for each general topic
or field.
 Custom groups provide a useful
way of organising your references
into different categories or groups.
Outline


Getting started: Installing EndNote
Creating & building EndNote libraries
 Creating custom groups
 Backing up your EndNote files
 Adding references to a library




Copying references between libraries, searching
& sorting a library, creating an independent
bibliography or reading list
Cite While You Write
About EndNote Web
Useful resources
Adding references to a library
Manual
data entry
Direct Export from a Database
& Importing downloaded
references with a filter
EndNote
Library
Cite While You Write
Word Processor (e.g. Microsoft Word)
Online
Search
Adding references to a library
Manual
data entry
Direct Export from a Database
& Importing downloaded
references with a filter
EndNote
Library
Cite While You Write
Word Processor (e.g. Microsoft Word)
Online
Search
Adding references manually
 References > New Reference
 Select Reference Type
Determines which fields are available for data entry
 Do not need to fill in all fields
 Close the reference by clicking on the “X” button in
the top right-hand corner. Closing also saves the
reference.
 Use for working papers/ manuscripts which are not
found in databases
Tips
 Author
• Last name (surname), First name
e.g. Feng, Yuan Ping
e.g. Watt, Frank
e.g. de Young, John Robert
e.g. Smith, Alfred, Jr.
• One author per line with a line break
•
between authors
Put a comma at the end of corporate
authors
e.g. National University of Singapore,
e.g. University of California,, Berkeley
Video clip
URL: http://www.endnote.com/training/WMVs/ENX2/06-Manual_Data_Entry.wmv
 Pages
Tips
e.g. 125-128 or 125-28 or 125-8
 Date
• Text field, leave out the year
• Use the date format preferred in your
discipline
 Keywords
• Use semicolons (;), backslashes (\) or
•
line breaks between keywords
Do not use commas or forward slashes
(/)
Tips
 URL field
http://libproxy1.nus.edu.sg/login?url=XXXX
 File attachments
• Including PDF, Word, Excel, etc.
• Automatically save a copy of original
file in the library’s data folder
•
OR create a “relative link”
45 total links or attachments per
EndNote record
Tips
 Figure
• Can contain a graphic or an object (file
•
•
•
•
attachment)
Attached figures can be cited & displayed
in Microsoft Word
A single figure file per reference
Graphic file types: *.bmp, *.gif, *.jpg, *.png,
*.tif
Object files: Audio files (WAV, MP3),
Microsoft Access files, Excel files, Power
Point files, etc
 Caption
Always enter a caption for the figure
Exercise 1: Manual data entry
Reference type: Journal article
Title:
Fabrication of buried channel waveguides in photosensitive glass
using proton beam writing
Journal: Applied Physics Letters
Authors: A.A. Bettiol, S. Venugopal Rao, E.J. Teo, J. A. van Kan and
Frank Watt
Volume: 88
Issue:
17
Pages:
171106
Date:
26 April 2006
Year:
2006
Permanent link: http://link.aip.org.libproxy1.nus.edu.sg/link/?APPLAB/88/171106/1
Keywords: optical waveguides; optical fabrication; optical glass; proton
beams; proton effects; optical losses; refractive index
Adding references to a library
Manual
data entry
Direct Export from a database
& Importing downloaded
references with a filter
EndNote
Library
Cite While You Write
Word Processor (e.g. Microsoft Word)
Online
Search
Eg 1
Demo: WoS
Physical Review Online
Artur K. Ekert. (1991). Quantum cryptography based on Bell’s
theorem. Physical Review Letters, 67(6). pp661-663.
http://libproxy1.nus.edu.sg/login?url=XXXX
Physical Review Online
Artur K. Ekert. (1991). Quantum cryptography based on Bell’s
theorem. Physical Review Letters, 67(6). pp661-663.
URL:
http://link.aps.org.libproxy1.nus.edu.sg/doi/10.1103/PhysR
evLett.67.661
File attachment  PDF
Eg 2: Inspec & Compendex
Subject/Title/Abstract search
graphene* and (ferromagnet* or magnet*)
Remove duplicates >
or
>
Eg 2: Inspec & Compendex
LION
> How to use EndNote
> How to Import References into EndNote X2
> Inspec (Engin Village 2)
Exercise: Scopus
Do a Article, Title, Abstract, Keywords search:
graphene* and (ferromagnet* or magnet*)
> Limit to: Article & Article in Press
> Sort by Cited By
> Select articles & Add to list
> Output
Exercise: Scopus
Exercise: SpringerLink
 eBooks published in 2005 – current
Refine
publication
year,oncontent
type and/or
• Select by
references
by clicking
Add to marked
items.subject
• Go to My Menu & click on Marked Items (X) after
you have finished selecting your references.
• This will display the marked items.
• Click on the icon with the green arrow
To download the list.
for articles
orsection,
books/book
on from
graphene
• Search
At next screen,
go to the
Exportchapters
the citations
your
current list of items, & click on the RIS button.
• Click on Open at the next file download prompt.
• Select the EndNote library where you wish to save the references.
Eg 3: LINC
NUS Libraries website > LION
> How to use EndNote
> How to Import References into EndNote X2
> LINC
Eg 3: LINC
Keyword search: carbon nanotubes
Select titles to include in your library >
Export saved list >
Eg 3: LINC
In EndNote > File > Import
Import citations: ‘Direct export’
Web of Science
EndNote
Import citations saved as a text file: ‘Filters’
LINC > Search
Export
Save as
*.txt file
EndNote
Import
Filter
Tips
 No filter is perfect. All references
should be checked after import.
 Remove Duplicates
References > Find Duplicates
 Delete Unwanted References
• Select references
•
References > Move References to
Trash
To delete references permanently,
References > Empty Trash
Adding references to a library
Manual
data entry
Direct Export from a Database
& Importing downloaded
references with a filter
EndNote
Library
Cite While You Write
Word Processor (e.g. Microsoft Word)
Online
Search
Demo: Online Search of remote databases
 Connect to the remote online database
 Natl U of Singapore
 Search the database
 carbon nanotubes
 33 records
A connection file is a
software that allows
you to search a
database over the
Internet, without
leaving EndNote
Tips
 Not preferred due to limited
flexibility & advanced searching
features.
 Move “unwanted” references to
Trash. Empty the trash by rightclick & select Empty Trash to
remove them permanently from
the library.
Outline






Getting started: Installing EndNote
Creating & building EndNote libraries
 Creating custom groups
 Backing up your EndNote files
 Adding references to a library
Copying references between libraries, searching
& sorting a library, creating an independent
bibliography or reading list
Cite While You Write
About EndNote Web
Useful resources
 Copying references between EndNote libraries
Open the libraries
Window > Tile
Highlight reference(s) in one library, drag & drop in
target library
 Searching an EndNote Library
Quick Search
Show Tab Pane
 Sorting an EndNote Library
Click on All References
Tools > Sort Library
Producing a Bibliography or Reading List
 Press CTRL & select your references in the library
 References > Show Selected References > Sort
 Select the preferred output style
 Generate a bibliography from these references by
clicking on the Export button
 At next prompt, select Rich Text Format for the Save
as type box
Outline



Getting started: Installing EndNote
Creating & building EndNote libraries
 Creating custom groups
 Backing up your EndNote files
 Adding references to a library
Copying references between libraries, searching
& sorting a library, creating an independent
bibliography or reading list
 Cite While You Write


About EndNote Web
Useful resources
Adding references to a library
Manual
data entry
Direct Export from a Database
& Importing downloaded
references with a filter
EndNote
Library
Cite While You Write
Word Processor (e.g. Microsoft Word)
Online
Search
Cite While You Write (CWYW)
 What is CWYW?
 Allows one to use EndNote with a word processor
 For Windows, EndNote X2 is compatible with Word
2003 & Word 2007 using CWYW
 For Mac, EndNote X2 is compatible with Word X, Word
2004 & Word 2008
 Automatically builds a bibliography from the citations
inserted in your Word document
 Can also create a list of figures
 You can access and set Cite While You Write
preferences from either EndNote or Word.
EndNote toolbars in Microsoft Word
 Microsoft Word 2003
View > Toolbars
> EndNote X2
EndNote toolbars in Microsoft Word
 Microsoft Word 2007
Exercise
http://www.lib.nus.edu.sg/slb/PC5198.zip
 Sample_Library.enl
 Sample_Word.doc
“Author-Date Style”
 E.g. Harvard Style, APA 5th
“Numbered Style”
 E.g. Physical Review Letters
Tips
 Do not insert a citation into the
middle of a formatted citation
 Insert it immediately before or after
the existing citation, with no space
between them:
(Hock and Ellis, 1996)(Argus, 1984 #1)
Edit Citations
Deleting a citation
 Do not use the Delete or Backspace keys on keyboard
 Highlight the in-text citation >
 Select the citation to delete > Remove > OK
 Save changes
Edit Citations
Adding text before/after a citation
 Applicable only to some “author-date” styles
Edit Citations
Omitting authors’ names from citations
 Applicable only to some “author-date” styles
Insert Note
 Applicable to some “numbered” styles, e.g. Science
 Adds custom text citations to your Word document.
Select the Science style
Insert a space before the full stop of target sentence
> Insert Note
Type your note > OK
EndNote inserts the note into the list of references
Save changes
Unformat Citation(s)
 Unformat a selected citation before editing it, or
unformat the whole document
 Removes style formatting for the selected citations,
and leaves temporary citations which usually
consist of the author’s last name, the year, and the
record number surrounded by delimiters
{Morehouse, 1993 #120}
Remove field codes
Remove field codes
 Save a copy of your document without formatted
Cite While You Write field codes
 Formatted citations and the bibliography are
saved as text
Tips
 Save your document before executing




this command
Remove field codes only at the end of
your writing process
Save the new document under a NEW
name
Keep the original document as your
master copy
To turn off hidden EndNote field
codes, ALT-F9
Export Travelling Library
 Creates an EndNote library from the references used in a
paper
Tips
 The Traveling Library does not contain
Notes, Abstracts, Figures, or Captions
 It is recommend that you export to a new
EndNote library, so you can review the
records before adding them to an existing
library
 When you use the Export/Import Traveling
Library commands, the exported
references are renumbered and do not
retain their original reference numbers.
Figures & Tables in Word
 Search for an EndNote reference that contains a
figure, and insert a figure or table citation in your
Word document
 The EndNote reference type determines whether it
is inserted & numbered as a figure or a table
 Images found in the Chart or Table reference type
are inserted as tables, while images found in any
other reference type are inserted as figures.
 The citation is numbered, and the figure or table is
automatically added to the document.
Search for & insert:
“Bird”
“extinction”
Generate Figure List
 Updates figure and table citations & formatted
figures & tables found within the body of the
document or in a list at the end of the document
 Instant Formatting that applies to bibliographies
does not apply to figures
BibTeX and EndNote
Converting EndNote References into BibTex Format
Source: http://www.library.uq.edu.au/endnote/
 Select the references in EndNote library which you want to convert to
BibTeX.
 In EndNote Style Manager > Select the style BibTeX Export
 Click on File & select Export
 At next prompt, choose a name for your file and the location to save it.
The file must be a text file (*.txt). In recent versions of EndNote, select
the output style at the bottom of the Export File Name dialog box.
 Open this file in a plain text editor (e.g. Notepad) to confirm that it is in
BibTeX format. Close the file and rename it to a *.bib file (BibTeX
format)
Importing BibTeX Files into an EndNote Library
 Search Google using the keywords, bibtex convert endnote
 There are also a number of user-contributed BibTeX conversion tools
on the EndNote website.
Endnote Web
 Online Web version of EndNote desktop
 Need to register for an account in ISI Web of Science
 Due to server resources, there may be a limit to the
number of references you can transfer at one time. If you
attempt to transfer more than the limit, you will be notified.
 Figures & linked files will not transfer to an EndNote Web
library, although existing link paths will appear for the
Figure and File Attachments fields. You cannot edit these
fields in EndNote Web.
 Fonts and styles that are manually applied to individual
references will be lost when transferring references to or
from EndNote Web.
Remembering connection details
 EndNote > Edit > Preferences > EndNote Web
Or in the Groups pane, under EndNote Web, click
Configure
Transfering References: EndNote Web  EndNote
 Initiate the connection to EndNote Web:
Tools > EndNote Web
Groups pane > EndNote Web, click Transfer
 Select appropriate folder under “Web”
 Two options:
Transfer References from Web to Desktop
Can allow duplicates or discard duplicates during the
transfer.
Transfer References from Desktop to Web
Click Transfer or press Enter
Transfer References between EndNote Web & EndNote X2
210 references
Comparison of features: EndnoteWeb vs Endnote
EndNote X2 vs EndNote Web
EndNote X2
Advantages
EndNote Web
CWYW – Independent of
Internet connection
CWYW – Depends on
Internet connection, longer
processing time
Full installation on computer,
no expiry.
Account expires when you
leave NUS
Stores unlimited no. of
references
Stores max 10,000
references
Stores full-text (eg. PDF, sound Unable to store full-text
files)
Disadvantages
References are stored on local
computer. Need to save and
move references to another
computer.
Can work on references
anywhere with the Internet.
Renewal of account every
12 months via NUSNET.
Recovering a damaged library
To repair a damaged EndNote library:
• Close the library
• Tool > Recover Library > OK
• Locate & select the library that needs to be repaired > OK
• EndNote creates a copy of the library with the suffix “Saved” added to the name
• The Recover Library command also creates a new .DATA
folder. If you rename the recovered library to the original
library name, remember to also rename the .DATA folder
to match.
Recovering a damaged library
Online Tutorials, Guides & FAQs
• LION – How to Use EndNote
http://libpweb1.nus.edu.sg/lion/e/endnoteGuide.html
• LION – How to Use EndNote Web
http://libpweb1.nus.edu.sg/lion/e/endnotewebguide.html
• EndNote X2 Getting Started Guide
http://www.endnote.com/support/helpdocs/ENX2GettingStartedGuideWin.pdf
• EndNote X2 User’s Guide
http://www.endnote.com/support/helpdocs/EndNoteX2WinManual.pdf
• EndNote X2 Tutorial
View online: http://www.endnote.com/training/tutorials/EndNoteX2/EndNote_X2.asp
Download: http://www.endnote.com/training/WMVs/ENX2/enx2tutorial_download.asp
Useful resources
 Official EndNote Site
 Updates and patches for the EndNote software
 Answers to frequently asked questions
 Video tutorials on using EndNote
 Extra filters, connection files and styles
 Style Finder
 EndNote X Basics
 EndNote Web Basics
 EndNote FAQs and Technical Support
 Video tutorials
 EndNote Discussion Forums
 Communicate with other EndNote users
 Search previous postings
 Make suggestions for improvements to EndNote
 EndNote from the University of Queensland, Australia
Medical/Science Library