EndNote X2

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Introductory tutorial
20 February 2009 Geok Kee slbtgk_at_nus.edu.sg
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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
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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

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About plagiarism

• Academic integrity
• Essential to acknowledge the sources you use
• NUS Plagiarism Prevention service
  http//www.cit.nus.edu.sg/plagiarism/

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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

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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

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Demo Installing EndNote
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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

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Demo Sample_library
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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 gt Output styles gt
  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

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Column headings/Fields
Search
Output styles
Endnote window
Library window
Click to hide/display preview
Reference preview
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Selecting an output style
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new_library.enl
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Creating custom groups

• Max 500 custom smart groups per library
• Include
• Custom groupsAre 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 WebAllow you to easily initiate a
  transfer of references between an EndNote Web
  folder EndNote desktop library.

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Backing up your EndNote files

• File gt 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

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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

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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.

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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

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Adding references to a library
Manual data entry
Direct Export from a Database Importing
downloaded references with a filter
Online Search
INPUT
EndNote Library
OUTPUT
Cite While You Write
Word Processor (e.g. Microsoft Word)
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Adding references to a library
Manual data entry
Direct Export from a Database Importing
downloaded references with a filter
Online Search
INPUT
EndNote Library
OUTPUT
Cite While You Write
Word Processor (e.g. Microsoft Word)
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Adding references manually

• References gt New Reference
• Select Reference TypeDetermines 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

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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/WM
Vs/ENX2/06-Manual_Data_Entry.wmv
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Tips

• Pages
• 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 (/)

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Tips

• URL fieldhttp//libproxy1.nus.edu.sg/login?urlXX
  XX
• File attachments
• Including PDF, Word, Excel, etc.
• Automatically save a copy of original file in the
  librarys data folder OR create a relative
  link
• 45 total links or attachments per EndNote record

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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

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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

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Adding references to a library
Manual data entry
Direct Export from a database Importing
downloaded references with a filter
Online Search
INPUT
EndNote Library
OUTPUT
Cite While You Write
Word Processor (e.g. Microsoft Word)
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Eg 1
Demo WoS
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Physical Review Online

• Artur K. Ekert. (1991). Quantum cryptography
  based on Bells theorem. Physical Review Letters,
  67(6). pp661-663.

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Physical Review Online

• Artur K. Ekert. (1991). Quantum cryptography
  based on Bells theorem. Physical Review Letters,
  67(6). pp661-663.

URL http//link.aps.org.libproxy1.nus.edu.sg/doi/
10.1103/PhysRevLett.67.661 File attachment ? PDF
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Eg 2 Inspec Compendex

• Subject/Title/Abstract searchgraphene and
  (ferromagnet or magnet)
• Remove duplicates gt or
  gt

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Eg 2 Inspec Compendex

• LION gt How to use EndNote gt How to Import
  References into EndNote X2 gt Inspec (Engin
  Village 2)

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Exercise Scopus

• Do a Article, Title, Abstract, Keywords
  searchgraphene and (ferromagnet or magnet)
• gt Limit to Article Article in Press
• gt Sort by Cited By
• gt Select articles Add to list
• gt Output

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Exercise Scopus
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Exercise SpringerLink

• eBooks published in 2005 current

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Eg 3 LINC

• NUS Libraries website gt LION gt How to use
  EndNote gt How to Import References into EndNote
  X2 gt LINC

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Eg 3 LINC

• Keyword search carbon nanotubes
• Select titles to include in your library gt
• Export saved list gt

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Eg 3 LINC

• In EndNote gt File gt Import

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Import citations Direct export

• Web of Science

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Import citations saved as a text file Filters
EndNote

• LINC gt Search

Save as .txt file
Import
Filter
Export
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Tips

• No filter is perfect. All references should be
  checked after import.
• Remove DuplicatesReferences gt Find Duplicates
• Delete Unwanted References
• Select references References gt Move References
  to Trash
• To delete references permanently, References gt
  Empty Trash

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Adding references to a library
Manual data entry
Direct Export from a Database Importing
downloaded references with a filter
Online Search
INPUT
EndNote Library
OUTPUT
Cite While You Write
Word Processor (e.g. Microsoft Word)
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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
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Tips

• Not preferred due to limited flexibility
  advanced searching features.
• Move unwanted references to Trash. Empty the
  trash by right-click select Empty Trash to
  remove them permanently from the library.

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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

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• Copying references between EndNote libraries
• Open the librariesWindow gt Tile
• Highlight reference(s) in one library, drag
  drop in target library
• Searching an EndNote Library
• Quick Search
• Show Tab Pane
• Sorting an EndNote LibraryClick on All
  References Tools gt Sort Library

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• Producing a Bibliography or Reading List
• Press CTRL select your references in the
  library
• References gt Show Selected References gt 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

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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

50
Adding references to a library
Manual data entry
Direct Export from a Database Importing
downloaded references with a filter
Online Search
INPUT
EndNote Library
OUTPUT
Cite While You Write
Word Processor (e.g. Microsoft Word)
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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.

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EndNote toolbars in Microsoft Word

• Microsoft Word 2003View gt Toolbarsgt EndNote X2

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EndNote toolbars in Microsoft Word

• Microsoft Word 2007

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Exercise

• http//www.lib.nus.edu.sg/slb/PC5198.zip
• Sample_Library.enl
• Sample_Word.doc

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Author-Date Style

• E.g. Harvard Style, APA 5th

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Numbered Style

• E.g. Physical Review Letters

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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)

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Edit Citations

• Deleting a citation
• Do not use the Delete or Backspace keys on
  keyboard
• Highlight the in-text citation gt
• Select the citation to delete gt Remove gt OK
• Save changes

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Edit Citations

• Adding text before/after a citation
• Applicable only to some author-date styles

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Edit Citations

• Omitting authors names from citations
• Applicable only to some author-date styles

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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 gt Insert Note
• Type your note gt OK
• EndNote inserts the note into the list of
  references
• Save changes

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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 authors last name, the
  year, and the record number surrounded by
  delimiters Morehouse, 1993 120

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Remove field codes
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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

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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

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Export Travelling Library

• Creates an EndNote library from the references
  used in a paper

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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.

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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
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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

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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 gt 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.

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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.

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Remembering connection details

• EndNote gt Edit gt Preferences gt EndNote Web Or in
  the Groups pane, under EndNote Web, click
  Configure

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Transfering References EndNote Web ?? EndNote

• Initiate the connection to EndNote Web
• Tools gt EndNote Web
• Groups pane gt EndNote Web, click Transfer
• Select appropriate folder under Web
• Two options
• Transfer References from Web to DesktopCan allow
  duplicates or discard duplicates during the
  transfer.
• Transfer References from Desktop to Web
• Click Transfer or press Enter

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Transfer References between EndNote Web EndNote
X2
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Comparison of features EndnoteWeb vs Endnote
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EndNote X2 vs EndNote Web
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Recovering a damaged library

• To repair a damaged EndNote library
• Close the library
• Tool gt Recover Library gt OK
• Locate select the library that needs to be
  repaired gt 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.

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Recovering a damaged library
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Online Tutorials, Guides FAQs

• LION How to Use EndNotehttp//libpweb1.nus.edu.
  sg/lion/e/endnoteGuide.html
• LION How to Use EndNote Webhttp//libpweb1.nus.
  edu.sg/lion/e/endnotewebguide.html
• EndNote X2 Getting Started Guidehttp//www.endnot
  e.com/support/helpdocs/ENX2GettingStartedGuideWin.
  pdf
• EndNote X2 Users Guidehttp//www.endnote.com/sup
  port/helpdocs/EndNoteX2WinManual.pdf
• EndNote X2 TutorialView online
  http//www.endnote.com/training/tutorials/EndNoteX
  2/EndNote_X2.asp Download http//www.endnote.com
  /training/WMVs/ENX2/enx2tutorial_download.asp

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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

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Medical/Science Library