EndNote X7 - English version - unistra.fr · 2018. 2. 27. · EndNote Initiation Managing and...

URFIST de Strasbourg _______________________________________________"

EndNote Initiation

Managing and editing bibliographic references with EndNote X7

April 2017

Sandrine Wolff - URFIST Strasbourg


Introduc)on*Managing*references*

•  Reference*management*so4ware*allows*you*to*manage"your"own"references*in*a*dedicated*database."" "Ex:*Endnote,*Zotero,*Mendeley,*Bibtex,...*

•  Storage"can"be"local"or"on"line"* *Ex:*EndNote*X7*vs*EndNote*Web*(=*EndNote*Basic)** *Synchronisa)on*available*since*ENX6*

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Main functionalities

3 Crédit: F. Cohen-ADAD

Publica)on*databases*and**other*scien)fic*resources*

EndNote*«*libraries*»*

Crea)ng*a*bibliography*

Managing*bibliographic*references*

import export


Introduc)on*Collec)ng*references*

•  While*you*are*searching*references*in*scien)fic*databases...*

* *...*reference*managers*allow*you*to"retreive""them"automa9cally"from*other*sources*of**scien)fic*publica)ons.*

*

"!"Impor9ng"the"references"is"easy"

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Introduc)on*Crea)ng*bibliographies*

•  They*also*makes*it*possible*to*create"a"bibliography"in*accordance*with*the*bibliographic"styles"required*by*many*academic*journals*

*

!"Wri9ng"and"edi9ng"an"ar9cle"is"facilitated"

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Introduc)on*About*Endnote*

•  Endnote*Desktop,*version*X7*(X8*now*available)*•  Compa)ble*with*MacIntosh,+Windows,+Open+Office+

•  An*Endnote*Library*is*a*database*entailing*a*list*of*references**

* *!*file*format***.enl*

•  It*is*possible*to*manage*several*LIBRARIES*

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Introduc)on:*The*library*

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New:*Crea)on*of*a*new*library*

Open+(Close):*Opening*(closing)*an*exis)ng*library*


Outline*

1.   Collec9ng"references"

2.  Managing*and*organizing*references*

3.  Expor)ng/edi)ng*cita)ons*and*bibliographies*

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1.*Collec)ng*references*

It*is*possible*to*retrieve*automa)cally**bibliographic*records*from*differentes*types*of*source...*

•  bibliographic*databases*•  ebjournal*placorms*•  library*catalogs*** *...and*to*import*them*into*EndNote.*

*

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Import*principles*

•  2*types*of*imports:*direct*vs*indirect*

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Database*

Directly with Endnote Online search

Indirect import 2 steps: 1.  export from DB with appropriate filter 2. EN Import function (with the same filter)

EndNote


Online+search+(direct+import)+Tools*!*Online+Search+!+window+Choose+a+connec=on+

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URFIST de Strasbourg _______________________________________________" 12*

Search+Remote+library+!+write+a+query+

Online+search+

URFIST de Strasbourg _______________________________________________" 13*

Online+search+

EN imports automatically the references

NB: They are temporarily stored in the last import panel


Indirect*import:*export/import*

•  Indirect*import*mode*corresponds*to*the*common*way*of*searching*references*

•  "!*proceding*in*two*steps:*1.  Search*references*in*your*specialised*database(s)*

as*usual*and*export*them*into*your*PC*hard*disk.*Select*the*appropriate*ref*export*format*e.g.*a*format*for*EndNote*(if*available),*RIS,*or*other...*

2.  Open*EN*and*import*the*file*(menu*File*!*Import)*Use*the*corresponding*import*filter*(e.g.*a*format*.enl,*.ris,*etc.)*

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Indirect*import:*filters*

•  Indirect*import*requires*filters*•  Filters*are*specific*and*vary*according*to*the*source*

•  A*filter*specifies*how*the*data*of*the*reference*file*has*to*be*translated*into*EN*"language"*

•  It*matches*the*data*contained*in*the*source*with*the*corresponding*EN*fields*

*

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Indirect*import:*filters*

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Example:*matching*the*fields*in*the*case*of*PubMed*


Indirect*import:*RIS*format*

•  There*are*more*than*700*filters*for*EndNote...*(as*many*as*informa)on*providers*and*placorms!)*

Fortunately...*•  RIS*tends*to*become*a*standard*format*for*bibliographic*references*

•  It*is*compa)ble*with*most*bibliographic*databases,*ebjournal*placorms*and*reference*managers,*including*Endnote.*

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Indirect*import:*Impor)ng*references*from*a*placorm*

•  Bibliographic*databases*(WoS,*DB*in*EBSCO*host,*Sciefinder,*Pubmed*Medline,*etc.)*

•  Ebjournals*(ScienceDirect,*SpringerLink,*etc.)*

•  library*catalogs*(ABES/SUDOC,*etc)*

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Impor)ng*references*from*ScienceDirect*

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NB:*In*most*cases,*your*brower*will*suggest*to*open*the*reference*file*with*a*so4ware*of*your*choice...****!*Just*select*EN*to*launch*import*!**

Otherwise*you*may*save*the*file*in*your*HD*and*import*it*from*EN*a4erwards*


Impor)ng*a*reference*file*

In*order*to*import*a*reference*file*(from*a*placorm*or*from*another*ref*manager)*a4er*saving*the*file*in*your*hard*disk*!*open*EN*to*select*the*appropriate*import*filter...*!*Chose*Import*in*the*File*menu,*then*select*the*filter*

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Example*of*PubMed*

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If*PubMed*is*not*in*the*list,*chose*"other*filters"*

Impor)ng*a*reference*file*


Indirect*import:*impor)ng...*

A*window*opens.**

Select*the*filter*Pubmed*(NLM)*

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Indirect*import:*impor)ng...*

•  If*the*resource*from*which*you*intend*to*import*references*does*not*appear*in*the*previous*EN*window*(ie*list*of*filters)...*

•  ...*It*is*possible*to*download*addi)onal*filters*at*http://endnote.com

•  *Click*on*"Download",*then*"add+import+filters"**

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Indirect*import:*help*In*case*export*in*RIS*or*EN*is*not*available*in*the*source*(as*is*the*case*of*Pubmed*Medline)...*

...*Use*EN*helpo*find*the*appropriate*filter:*Help*!*Direct+export+format+!*Output+format+with+corresponding+import+op=ons*

*

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Impor)ng*references*from*Google*Scholar*

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Just*specify*import*parameters*in*Google*Scholar*semng*


Impor)ng*references*from*Google*Scholar*

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Impor)ng*metadata*from*pdf*documents*

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If*the*metadata*of*pdf*are*properly*filled*in,*it*is*possible*to*import*them*in*EN*bibliographic*records/**(Also*possible*for*a*folder*of*pdf*files)*


Impor)ng*metadata*from*pdf*documents*

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Outline*

1.  Collec)ng*references*

2.   Managing"and"organizing"references"

3.  Expor)ng/edi)ng*cita)ons*and*bibliographies*

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2.*Managing*references*

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Create manually a reference Modify a reference Suppress

Attach up to 5 file to a reference (pdf gif etc.) Use the EN pdf viewer Automatic search for full text of a given ref.

Attach a figure

Check and suppress ref. duplicates


Managing*references:*types*of*references*

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Managing*references:*search*panel*

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Specify*the*term*of*your*query,*the*field*to*be*searched,*the*boolean*operators*to*be*used*etc.*in*order*to*retreive*a*given*reference*in*your*library*


Managing*references:*anach*a*figure*to*a*reference*

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Select the file (gif, jpeg, png, tiff, or bmp)

Menu*Reference*!**select*Figure+


Managing*references:*anach*a*figure*to*a*reference*

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In the EN reference, use the caption field to identify the figure


Managing*references:*anach*a*file*to*a*reference*

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Find+Full+Text+

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Depends*on*access*and*university*subcrip)on*


Find+Full+Text:+Access+via+URL+

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Managing*references:*find*duplicates*

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A*given*reference*can*be*imported*several*)mes...*To*eliminate*duplicates,*clic*on*Find+duplicates+in*the*menu*References+Then*chose*the*version*of*the*reference*you*would*like*to*keep*


Managing*references:*Crea)ng*groups*of*references*

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•  To create folders ! manual classifying

•  Smart groups ! automatic classifying corresponding to a query

•  Combination of groups (with AND, OR booleans)

•  To create a folder of folders


Managing*references:*Crea)ng*groups*of*references*

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...Then*just*doublebclic*&*move*the*reference*into*the*folder*


Managing*references:*Create*a*smart*group*

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A*smart*group*is*a*group*related*to*a*query*!*automa)cally*filled*in*

le4*panel*#**


Managing*references:*Create*from*groups*

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Intersec)on*or*merge*of*exis)ng*groups*of*references*

le4*panel*#**


Outline*

1.  Collec)ng*references*

2.  Managing*and*organizing*references*

3.   Expor9ng/edi9ng"cita9ons"and"bibliographies"

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3.*Expor)ng/edi)ng*references**

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•  Principles

Libraries*of*references* Bibliography*

Crédit:*F.*CohenbADAD*

Styles

Creating a bibliography related to citations in a Word document Function CWYW

Creating a list of references independently from a Word document


Expor)ng/edi)ng:*output*styles**

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There*are*thousands*of*bibliographic*styles,*most*of*which*correspond*to*academic*journals.**

3*main*types*of*styles:*•  author*date*•  numbered*•  footnote*


Expor)ng/edi)ng:*output*style**

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Menu*Edit*!*Output*styles*

•  To create one's own style

•  To edit and modify an existing style

•  To Open style manager


Expor)ng/edi)ng:*style*manager*

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Category: domain Edit: modify Style info: description Or Style preview: example


Edi)ng*a*style*

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Downloading*a*style*

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*At*EndNote*website:*hnp://endnote.com/downloads/styles*


Cite*While*You*Write*

•  It*is*possible*to*integrate*cita)ons*from*EN*while*you*are*wri)ng*a*Word*(or*Open*Office)*document,*and*to*generate*automa)cally*the*corresponding*bibliography.*

•  CWYW*is*the*name*of*the*interface*between*EN*and*Word*

•  First*you*will*have*to*launch*EN,*second*Word*

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Cite*While*You*Write:*EN*func)ons*within*Word*

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Cite*While*You*Write:*EN*func)ons*within*Word*

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•  Find+cita=on:*to*retreive*a*reference,*and*insert*as*cita)on*in*the*text*(bibliography*is*automa)cally*generated)*

•  Insert+Note:*in*case*of*numbered*bibliography*

•  Insert*(pre)selected+cita=ons:*from*EN*to*the*text*

•  Find+figure:*to*find*and**insert*an*EN*figure*

•  Edit+and+manage+cita=on(s):*to*modify*a*cita)on*in*the*text,*add*a*prefix,*exclude*date*or*author*name,*etc.*

•  Edit+library+reference:*to*modify*a*reference*in*the*EN*library*(ie*directly*in*EN)*


Cite*While*You*Write:*Find+cita=ons+

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Cite*While*You*Write:*Edit+and+manage+cita=ons+

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Cite*While*You*Write:*other*func)ons+

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•  Style: modify active style

•  Update citations and bibliography: to match the changes performed in the library references

•  Convert: modify the format (be careful about plain text conversion ! irreversible)


Cite*While*You*Write:*other*func)ons+

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To*change*for*EndNote*Web*

EndNote X7 - English version - unistra.fr · 2018. 2. 27. · EndNote Initiation Managing and...

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