EndNoteX3 May 2010.ppt - National University of...

Conducted by Jonathan PradubsookMedical Resource LibrarianMedical Resource Librarian

OutlineOutline

Outline

What is EndNote? What is EndNote?

EndNote Library

References

Oth F t Other Features

Cite While You Write (CWYW)( )

Useful Resources & Contact Info

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What is EndNote?EndNote Library

ReferencesOther FeaturesOther Features

Cite While You WriteUseful Resources & Contact Info

What is EndNote?What is EndNote? Introduction to EndNote Software & Hardware Requirementsq Steps to Install EndNote on Your PC/Laptop Comparison Between EndNote & EndNote Web New Features of EndNote X3

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Introduction to EndNoteWhat is EndNote?

A bibliographic management tool that:• Stores and organizes citations found from many

sources eg PubMed and databases subscribed the LibraryLibrary

• Cite while you write in a Word document eg Microsoft Word, and

• Format your references according to a predefined citation style eg British Medical Journal (Brit Med J) citation style for your research paperscitation style for your research papers

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Illustration: Search and save References ( P bM d W b f S i )(eg PubMed, Web of Science)

Importp

E tExport“Cite While You Write”(using eg Microsoft Word

Other citation stylesBritish Medical

(using eg Microsoft Word, OpenOffice.org Writer etc)

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Other citation styles eg Lancet

British Medical Journal citation style

Comparison Between EN & ENW

Source: http://www.myendnoteweb.com/help/ENW/h_features.htm 6

EndNote X3 vs EndNote WebEndNote X3 EndNote Web

Advantages Work on references and cite independent of Web –less processing time

Web-based : longer processing & connection time

Full install on computer. No expiry.

Account expires if you leave NUS

Stores unlimited no. of Max. 10,000 referencesStores unlimited no. of references

Max. 10,000 references only

Store full-text (eg. PDF, sound files)

Unable to store full-textsound files)

Disadvantages References stored on local computer. Needs to save and move references to

Can work on references anywhere with Internet (renew account every 12

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and move references to another computer.

(renew account every 12 months via NUSNET)

Software & Hardware Requirements

Software Requirements:q• Windows XP with Service Pack 3 or Windows

Vista• Microsoft Word 2003 or 2007• NUS Software CatalogueNUS Software Catalogue

Hardware Requirements:q• Pentium 450 MHz or faster processor• At least 180MB hard disk free spaceAt least 180MB hard disk free space• Minimum of 256 MB RAM

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Steps to Install EndNote X3 on PC/LaptopPC/Laptopa) Login to NUSNET on NUS campus

b) If you have not installed any software licensed to NUS before, click on ) y y ,http://software.nus.edu.sg/catalogue/sc-setup.exe to install the Software Catalogue Client 1.2

c) In your PC, go to Start > All Programs > Software Catalogue > Click on Software Catalogue Client 1.2

d) A window opens, entitled Software Catalogue.

e) On the left, under Software Category, click on Specialised Applicationse) On the left, under Software Category, click on Specialised Applications

f) Click on EndNote X3 to installg) Select Typical installation

h) Wh t t th di l titl dh) When you get to the dialog titled“Select Features”, select appropriate“output style” category egM di i ld lik t i t llMedicine you would like to install

New Features of EndNote X3

• Faster startupE h d G S t t b tt i E dN t• Enhanced Group Sets to better organize EndNote references. You can collect both custom groups and smart groups within the same Group Setand smart groups within the same Group Set.

• Cite While You Write for open office (free OpenOffice org Writer word processor)(free OpenOffice.org Writer word processor).

• Duplicate comparison on the same screenM lti l bibli hi i i l Mi ft W d• Multiple bibliographies in a single Microsoft Word document. I d Fi d F ll T t f l ti f ll t t• Improved Find Full Text for locating full text documents.

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References Oth F tOther Features

Cite While You Write Useful Resources & Contact Info

EndNote Library N i t d E dN t X3 Navigate around EndNote X3 Library Window Reference Window Groups Create an EndNote Library

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Navigation around EndNote X3

• Launch EndNoteStart > Programs > EndNote > EndNote Programg g

• To retrieve a sample libraryC:\document and settings\All users\Documents\EndNote\Examples\

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Library Window

• A collection of references, each containing thei f ti i d t t bibli hinformation required to create a bibliography

• No limit to the number of referencesENL fil E dN lib• .ENL file – EndNote library

• .DATA folder – contains figures, groups and othersignificant filessignificant files

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Navigation in Library Window

• Sorting References A di d d di d► Ascending and descending orders

• Preview References► To see more detail about a reference, highlight

the reference and view it in the Preview pane at the bottom of the Library window. (Hide Tab pane – to disable preview pane)

► Only 1 reference is displayed in the preview pane at a time (if multiple references are

l d l h i f iselected, only the active reference is displayed) 14

Reference Window

• Stores the information required to cite it in a bibliography,and other information (e g keywords notes abstract)and other information (e.g. keywords, notes, abstract)

• Automatically assigned a unique record number pertainingto the library that cannot be changed

• 48 different reference types• Up to 52 fields per reference• Up to 45 different files attach

to a single reference• Only 1 graphic or file in the• Only 1 graphic or file in the

Figure field

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Groups

• Allow up to 500 custom & smartpgroups to a library

• Types of Groups:yp p• Automatic Groups – Permanent

(All References & Unfiled)(All References & Unfiled)• Custom Groups• Smart Groups• Smart Groups

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Create an EndNote Library

a)Click on File > New toa)Click on File > New... to create a new EndNote librarylibrary

b) Enter a filename (.enl)

c) Select location to save the library (eg Desktop)the library (eg Desktop)

d) Click Save

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ReferencesReferencesOther Features


References E dN t Fl h t EndNote Flowchart Direct Export Import Text File

l h Online Search Manual Data Entry

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EndNote Flowchart

Direct ManualOnlineImportExport Data EntrySearch

pText File

EndNoteLibrary

INPUT

OUTPUT Library

Cit Whil Y W it

OUTPUT

Cite While You Write

Word Processor19

Different Methods to Collect References (Citations)References (Citations)

• Method 1: Direct Export eg Search in databases and export citations

• Method 2: Import Text File

• Method 3: Online Search eg Search LINC directly in EndNote

• Method 4: Manual Data Entry eg Manually enter a Referenceenter a Reference

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Method 1: Direct ExportDirect Export

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Method 1: Direct Export - ExerciseMethod 1: Direct Export - ExercisepDirect Export Exercise

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Method 2: Import Text Files

a) Perform search in LINC

Import Text Files

a) Perform search in LINC

b) Select records to be saved

) Cli k S M k d R dc) Click on Save Marked Records

d) Select Export Saved List

e) Check on EndNote button

f) Under Format of List, select EndNote/RefWorks.

g) Select the option Local Disk and click Submit and Save as .txt file onto desktop.

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h) Launch EndNote X3

Method 2: Continue…Import Text FilesImport Text Files

h) File > Import OR click on

i) Import data file: browse from .txt file savedi) Import data file: browse from .txt file saved

j) Import option: click Other filters. Search for Innopac

k) Click Choose buttonk) Click Choose button

l) Click Import button. The references will then appear in the active EndNote Libraryactive EndNote Library.

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Method 2: Import Text Files

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Method 3: Online Search(Search LINC Directly in EndNote X3)

•• Valid only for Valid only for Freely AvailableFreely Available DatabasesDatabases

•• This Method good for This Method good for KnownKnown CitationsCitations

a) In an EndNote Library, under Online Search on the left, clicka) In an EndNote Library, under Online Search on the left, click on more…

b) Under Name, look for and highlight PubMed. Click Choose. ) g gPerform a search

c) Enter keyword in search box

d) Retrieved records from 1 through XX. Enter the desired number for XX.

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e) NOTE: ALL records will be saved into EndNote Library

Manual Data EntryMethod 4:Manual Data Entry y(Manually Create a Reference in EndNote X3)

http://www.endnote.com/training/WMVs/ENX3/07-Manual_Data_Entry.mp4

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Method 4:Manual Data Entry(Manually Create a Reference in EndNote X3)

•• Useful for working papers / manuscripts Useful for working papers / manuscripts ffwhich are not found in databaseswhich are not found in databases

a) In an EndNote Library, at the top, click on ) y pReferences > New Reference

b) Under Reference Type: click on the drop-downb) Under Reference Type: click on the drop down menu and select accordingly (eg. Conference Proceedings)

c)Enter information such as author, year, title

d)Si l li k X ( l th i d ) d th

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d)Simply click on X (close the window) and the reference will be saved


ReferencesReferencesOther Features


Other Features R D li t Remove Duplicates Attach Files to References Transfer References from EndNote Web

k b Backup Library

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Other FeaturesOther Features

• Remove DuplicatesReferences > Find DuplicatesReferences > Find Duplicates

• Delete Unwanted ReferencesS f fSelect references, then, References> Move References to Trash

Note: To delete References permanentlyNote: To delete References permanently, References > Empty Trash

• Attach Files (PDF images etc) to a referenceAttach Files (PDF, images, etc) to a referenceSelect a reference References > File Attachments > Attach File ...

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Other Features (continue)• Find Full-Text

• Highlight references you want to locate full-textHighlight references you want to locate full text• Click References > select Find Full Text

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Other FeaturesOther Features (continue)

• Transfer References from EndNote WebEdit P f E dN t W b• Edit > Preferences > EndNote Web

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• Transfer References from EndNote Web

EndNote WebEndNote Web to EndNote

EndNote to EndNote Web

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• Backup LibrarySave the complete Library to a single compressed filecompressed file (.enlx), including .DATA folder.

• To backup : File > Compressed Library >Library >

• To decompress: File > Open >

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File > Open > Open Library….


ReferencesOth F tOther Features


Cite While You Write CWYW T lb i Mi ft W d CWYW Toolbars in Microsoft Word Cite References in Microsoft Word Change Reference Style

d f d Edit Citation in Microsoft Word Understand CWYW Tools

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CWYW Toolbars in Microsoft WordWord

• Microsoft Word 2003

• Microsoft Word 2007• Microsoft Word 2007

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CWYW: Cite References in Worda) In an EndNote X3 library, highlight a

reference.

b) In Microsoft Word, place cursor at insertion pointpoint.

c) Look for the EndNote toolbar)i. For Word 2003, click on 4th button Insert Selected

Citation(s)

ii. For Word 2007, click on the button Insert Citation. ClickInsert Selected Citation(s).

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d) The reference is inserted.

Change Reference Stylea) In Microsoft Word, look for the EndNote

toolbartoolbari. For Word 2003 & below, click on the 3rd button Format

BibliographyBibliography .

ii. For Word 2007, go to Style: > Select another style

b) Under With output style, click Browse...

c) Select the desired journal style Eg Britc) Select the desired journal style. Eg. Brit Medical J

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d) The references are now re-formatted.

Edit Citations in Word

a) For Word 2007, Word 2003 & below, click on the Edit Citation(s) ( )

b) Select the reference which is to be remo ed and click Remo eremoved and click Remove

c) The reference will be removed and all )other references will be automatically re-arranged

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Medical / Science LibraryUnderstand Cite While You Write Tools

Go to EndNoteThis tool will take you to the EndNote program, where youy p g , ycan select (highlight) references for insertion into your Worddocument.

Find Citation(s) ( )This tool will provide a search window where you can entertext that is in any field. You can then select references froma list of those that contain your search terms and insert thema list of those that contain your search terms and insert theminto your paper.

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Format Bibliography This tool will allow you to change the EndNote style usedfor o r doc ment It ill also let o make other changesfor your document. It will also let you make other changesto the layout of your bibliography, such as adding titles andchanging the line spacing.

Insert Selected Citation(s)Insert Selected Citation(s) This tool will insert the references you selected in EndNoteinto your document at the location of the Word cursor.

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Edit Citation(s) ( )Use this tool to make any changes inside a citation, such as adding page numbers to a citation or removingnumbers to a citation or removing author names from author-date citations

Insert NoteUse this tool to insert explanatoryUse this tool to insert explanatorynotes to be numbered as though they were bibliography entries,

d th l d i th bibli hand then placed in the bibliography.

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Edit Library Reference(s)This tool allows you to quickly access the specific record for any selected citation.

Unformat Citation(s) This tool ill remo e the formatted bibliograph and• This tool will remove the formatted bibliography and citations and replace all citations with plain-text placeholders that EndNote can match to library records to

t f tt d it ti Thi t l i l dcreate formatted citations. This tool is commonly used when moving documents between word-processing programs.

• Also useful when you suspect the document is corrupted, to unformat all citations.

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Convert to Plain Text (formerly Remove Field Codes)(formerly Remove Field Codes)

• This tool will create a second copy of the document with all EndNote field coding removed (you can generally g (y g yrecognize field codes such as formatted EndNote citations by their turning grey when you select them in Word). It i d h di d t t bli h• It is used when sending documents to a publisher because the field coding used for EndNote citations can sometimes cause problems for publishers’ page layout programs. Note that it will create a Word document, not a plain text (.txt) document.

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Export Traveling LibraryExport Traveling LibraryEndNote creates a hidden “traveling” library containing only the references used in each paper. This traveling y p p glibrary is part of the coded information contained in each citation. Use this tool to export the references in this traveling library to a regular EndNote librarythis traveling library to a regular EndNote library

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Find Figure(s)

This tool will provide a search window much like the Find Citation window where you can enter text that is in any field in the record you want to find. You can then select

f f li t f th d ith fi tt h dreferences from a list of those records with figures attached that contain your search terms. A reference to the figure will be inserted at the location of your cursor. The image will be inserted either below the cursor location or in a list at theinserted either below the cursor location or in a list at the end of the document, depending on the selected EndNote style.

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Cite While You Write Preferences• Use this tool to set preferences for EndNote’s cite while you

write settings for future documents. (Note: If you use Wordas your e-mail editor in Microsoft Outlook, you should leaveas your e mail editor in Microsoft Outlook, you should leavethe Open EndNote when Starting Word option in the CWYWpreferences unchecked.)

• Also use this tool to toggle between EndNote and EndNote• Also use this tool to toggle between EndNote and EndNoteWeb.

HelpThis tool will let you access contextual help for EndNote

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This tool will let you access contextual help for EndNote.


ReferencesOth F tOther Features


Useful Resources & Contact Info E dN t VS E dN t W b EndNote VS EndNote Web Update & Maintenance Online Tutorials, Guides & FAQs

f Contact Info

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Update & Maintenance

• Program Updates & Patches[http://www endnote com/support/enupdates asp][http://www.endnote.com/support/enupdates.asp]

• Output Styles[http://www.endnote.com/support/enstyles.asp][http://www.endnote.com/support/enstyles.asp]

• Import Filters[http://www.endnote.com/support/enfilters.asp]

• Connection Files[http://www.endnote.com/support/enconnections.asp]

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Helplines, Online Tutorials, Guides & FAQs

• Email: [email protected] / [email protected]

• LION – How to Use EndNoteLION 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 X3 Getting Started Guide[http://www endnote com/support/helpdocs/ENX3 GettingStartedGuide WinMac pdf][http://www.endnote.com/support/helpdocs/ENX3_GettingStartedGuide_WinMac.pdf]

• EndNote X3 Tutorial (View Online or Download)[Online:http://www.endnote.com/training/tutorials/EndNoteX3/EndNote X3.asp][ p g _ p][Download:http://www.endnote.com/training/WMVs/ENX3/enx3tutorial_download.asp]

EndNote FAQs[http://www.endnote.com/support/faqs/index.asp][ p pp q p]

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Contact Info

For assistance with installation via NUS Software Catalogue, contact

[email protected]

Best Wishes in Your ReferencinggNUS Libraries

Medical / Science Resource Team

Email: [email protected]

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@ g

Information Desk: 65162454

EndNoteX3 May 2010.ppt - National University of...

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