end note x2 tutorial

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

Direct Export Import txt file Online Search Manual Entry

Citations

Microsoft Word in required citiation style (e.g. APA 5th)

Export

Import• Search within references

• Organize by groups

• Link to PDF articles

• Find full text

• Duplicate checking

• Term lists/ Subject Bibliographies

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

New features

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

Groups Pane

References List Pane

Tab Pane

Menu ToolbarEndNote WindowLibrary Window

Status Bar Hide/Show 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

Import Text File

Online Search

Manual Data Entry

Unsure what to do? See http://libpweb1.nus.edu.sg/lion/e/endnoteimport.html

Fastest, most efficient

Slower, difficulty to choose filter

Fast, but limited to library catalogues and few free database

Slowest, least reliable

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

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 after online search (temp)

Groups created manually by users

Groups created automatically matching rules

Group created after transferring from EndNote Web

Groups – Types of groups

Permanent groups*

All References

Custom groups

Smart groups

* Definition differs from EndNote Manual

Temp groups*

Imported References

Duplicate References

Online Search

Full textSearch results

Endnote

Web

Cleared after exiting EndNote

Remains unless user removes

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 usefulDownloads 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 attachment folder and create a relative link.“

This will copy the pdf into the .DATA folder and link to that file.

Increases portability.

Unformed Citation(s)

EndNote Library (files needed)

.ENL file e.g. test.enl

.DATA foldere.g. test.data

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).

Plain-text placeholderFormatted by CWYW toolbar

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: Windows XP with SP2 or Vista Microsoft Word 2003 or 2007 NUS Software Catalogue (ccebox58@nus.edu.sg)

Hardware Requirements: 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/endnoteguide.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