Transcript EndNote X2 - NUS Libraries

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
Citations
Direct Export
Import txt file
Online Search
Import
Manual Entry
• Search within references
• Organize by groups
• Link to PDF articles
• Find full text
• Duplicate checking
Export
• Term lists/ Subject
Bibliographies
Microsoft Word
in required citiation style (e.g. APA 5th)
New features
 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
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
Menu Toolbar
EndNote
LibraryWindow
Window
References List Pane
Groups
Pane
Status Bar
Hide/Show Tab Pane
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
Fastest, most efficient
 Import Text File
Slower, difficulty to choose filter
 Online Search
 Manual Data Entry
Fast, but limited to library catalogues
and few free database
Slowest, least reliable
Unsure what to do? See http://libpweb1.nus.edu.sg/lion/e/endnoteimport.html
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
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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 manually by users
Groups created automatically matching rules
Groups created after online search (temp)
Group created after transferring from EndNote Web
Groups – Types of groups
Permanent groups*
All
References
Custom
groups
Smart
groups
Temp groups*
Imported
References
Online
Search
* Definition differs from EndNote Manual
Search
results
Remains unless
user removes
Endnote
Web
Cleared after
exiting EndNote
Full text
Duplicate
References
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 useful
Downloads 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
Unformed
attachment folder
andCitation(s)
create a relative
link.“
This will copy the pdf into the .DATA folder
and link to that file.
Increases portability.
EndNote Library (files needed)
.DATA folder
e.g. test.data
.ENL file
e.g. test.enl
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).
Formatted by CWYW
toolbar
Plain-text placeholder
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:
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Windows XP with SP2 or Vista
Microsoft Word 2003 or 2007
NUS Software Catalogue ([email protected])
 Hardware Requirements:
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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/endnoteg
uide.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