EndNote Your Bibliographic Management Tool Webex version

1. EndNoteYour Bibliographic Management ToolWebex version 23 September 2011 presented by Aaron Tay + EndNote Team Note: EndNote X4.0.2 on Windows & CWYW using Microsoft Word 2007

2. Objectives • Overview • EndNote Library • References • Cite While You Write • Other Features

3. Overview • Introduction to EndNote • EndNote Flowchart • Software & Hardware Requirements • Installation • EndNote for Mac Overview EndNote Library References Cite While You Write Other Features

4. Introduction to EndNote A software that: • stores & organizes citations found from many sources • inserts these citations into a Word document • automatically formats your references according to a predefined citation style

5. EndNote Flowchart Import PDF File Direct Export Import Text File Online Search Manual Data Entry INPUT EndNote Library OUTPUT Cite While You Write Word Processor

6. NUS EndNote Guide http://libguides.nus.edu.sg/endnote

7. Software & Hardware Requirements Software Requirements #: • Windows XP SP3, Vista or 7 with latest service packs • Microsoft Word 2003, 2007 or 2010 # • NUS Software Catalogue (software@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

8. New Installation http://libguides.nus.edu.sg/content.php?pid=96551&sid=1067663

9. Re-Install via Software Catalogue • You may need to re-install EndNote from the Software Catalogue in the following instances: • Change from laptop to PC or vice-versa • Purchase of new laptop • Upgrade from earlier version of EndNote • To apply online: • Software Catalogue > Licence Transfer • Fill-in the necessary details • Click Submit

10. EndNote for Mac • Follow the installation instructions: [http://libguides.nus.edu.sg/content.php?pid=96551&sid=1067665]

11. EndNote Library • Launch EndNote • Library Window • Reference Window • Create a Library Overview EndNote Library References Cite While You Write Other Features

12. Launch EndNote • Start > Programs > EndNote > EndNote Program

13. Library Window Groups Pane References List Pane Tab Pane (Preview, Search & Quick Edit)

14. Reference Window • Stores the information required to cite it in a bibliography & other information (e.g. keywords, notes, abstract) • Automatically assigned a unique record number pertaining to the library that cannot be changed • 45 different reference types + 3 unused reference types • Up to 52 fields per reference • Text should remain as “plain text”, unless special term or character • 45 files in the File Attachment field • Only 1 graphic or file in the Figure field • Automatically saved when it is closed

15. Reference Window EndNote Window Reference Fields Reference Window Reference Type List

16. Create a Library • File > New… • Key-in the library filename (*.enl) • Select location to save the library • Click “Save” to create the new library

17. References • Import PDF File • Direct Export • Import Text File • Online Search • Manual Data Entry Overview EndNote Library References Cite While You Write Other Features

18. Import PDF File http://libguides.nus.edu.sg/content.php?pid=96551&sid=1073299#pdf Folder File

19. Import PDF File

20. Direct Export http://libguides.nus.edu.sg/content.php?pid=96551&sid=1073299#scopus

21. Import Text File - LINC http://libguides.nus.edu.sg/content.php?pid=96551&sid=1073299#linc

22. Import Text File - PubMed http://libguides.nus.edu.sg/content.php?pid=96551&sid=1073299#pubmed

23. Online Search http://libguides.nus.edu.sg/content.php?pid=96551&sid=1073299#linc_os Change to 10 Change from “Search” to “Online Search”

24. Groups • Create up to 500 groups in a library • Groups > Create… • Automatic Groups • (Permanent & Temporary) Combination Custom Groups Group Sets Smart Groups Online Search EndNote Web Find Full Text

25. Manual Data Entry http://www.youtube.com/user/EndNoteTraining#p/u/29/30u5_b9d5D4

26. Cite While You Write • CWYW Toolbars in Microsoft Word • Find & Insert Citations • Customize Citations • Additional CWYW Features Overview EndNote Library References Cite While You Write Other Features

27. CWYW Toolbars in Microsoft Word • Easily and quickly cite references, figures & tables, and create a paper with properly formatted citations, a bibliography, figures & tables • DO NOT edit the citations and bibliographies in Word Processor. Edit the reference in the EndNote Library ONLY • To locate citation and bibliography fields, change the Microsoft Word’s Field Shading option > Word Options > Advanced > Show document content > Field shading > changefrom “When selected” to “Always” [Word 2007]

28. CWYW Toolbars in Microsoft Word • Microsoft Word 2003 • Microsoft Word 2007

29. Find & Insert Citations Find Citation… • Search for EndNote references to select and insert as citations in Word document. • Open EndNote library • Open Word document and place cursor at the location for citing • In Word: EndNote X4 Tab> Citations Group > Insert Citation > Find Citation… • Enter text/keywords • Click Find to search for matching references • Select the intended reference(s) • Click Insert to cite

30. Find & Insert Citations Insert Selected Citation(s) • Insert the references selected in EndNote into document at the location of the Word cursor. • Open EndNote library and select the reference(s) that would like to cite • Open Word document and place cursor at the location for citing • In Word: EndNote X4 Tab > Citations Group > Insert Citation > Insert Selected Citation(s) • The reference(s) is cited at the location specified

31. Customize Citations Format Bibliography • Change or verify the style and layout of the bibliography • In Word: EndNote X4 Tab > Bibliography Group > Click-on corner arrow • Able to: • Format Bibliography – change output style, temporary citation delimiters, and in-text citations linkage • Layout – configure font type and size, spacing, indentation, etc. • Instant Formatting – enable for automatically formatting citations and updating the bibliography

32. Customize Citations Edit & Manage Citation(s) • Make any changes inside a citation, such as adding page numbers or removing author names from author-date citations. • In Word: EndNote X4 Tab > Citations Group > Edit & Manage Citation(s) • Able to: • Edit Reference – insert and remove citation • Exclude author & Exclude year • Prefix, Suffix & Pages • Citation display order

33. Customize Citations Edit Library Reference(s) Update Citations and Bibliography • Edit the corresponding references in EndNote directly for any selected citation. Update in-text citations and bibliography for any changes. • Place cursor at the in-text citation to be updated • In Word: EndNote X4 Tab > Citations Group > Edit Library Reference(s) • Screen switch to EndNote library, make necessary changes and close the Reference window • To update the display, in Word: EndNote X4 Tab > Bibliography Group > Update Citations and Bibliography

34. Additional CWYW Features Convert to Unformatted Citations • Revert formatted citations to temporary citations, removes the bibliography, and turns off instant formatting. • In Word: EndNote X4 Tab > Bibliography Group > Convert Citations and Bibliography > Convert to Unformatted Citations • To change back to formatted citations, in Word: EndNote X4 Tab > Bibliography Group > Update Citations and Bibliography

35. Additional CWYW Features Convert to Plain Text • Save a copy of the document and convert formatted fields to regular formatted text. • In Word: EndNote X4 Tab > Bibliography Group > Convert Citations and Bibliography > Convert to Plain Text • Click OK • A new Word document will be created with no field codes

36. Additional CWYW Features Export Traveling Library • Export the references (exclude Notes, Abstract, Figure & Caption) in this traveling library to a regular EndNote library. • Hidden “traveling” library containing only the references used. • In Word: EndNote X4 Tab > Tools Group > Export to EndNote > Export Traveling Library • Select A new EndNote library • Click OK • Save the new library • Click OK

37. Additional CWYW Features Insert Note • Insert explanatory notes to be numbered as though they were bibliography entries, and then placed in the bibliography. • Place cursor at the location for inserting note • In Word: EndNote X4 Tab > Citations Group > Insert Citation > Insert Note

38. Additional CWYW Features Find Figure… • Search for an EndNote reference that contains an image, and insert a figure or table citation in Word. • The citation is numbered, and the figure or table is automatically added to the document • Place cursor at the location for figure • In Word: EndNote X4 Tab > Citations Group > Insert Citation > Find Figure… • Enter text/keywords • Click Find to search for matching records • Select the intended record(s) • Click Insert

39. Additional CWYW Features Preferences • Set preferences for EndNote’s cite while you write settings for future documents. • Note: If you use Word as your e-mail editor in Microsoft Outlook, you should leave the “Open EndNote when starting Word” option in the CWYW preferences unchecked.

40. Other Features • Backup Libraries • Recover Library • Find Duplicates • Find Full-Text • Attach Files • EndNote Web • Re-Install via Software Catalogue Overview EndNote Library References Cite While You Write Other Features Installation Issues

41. Backup Libraries • Option 1: Save a Copy • Create an exact copy of the library, including [library name].DATA folder • File > Save a Copy...

42. Backup Libraries • Option 2: Compressed Library • Save the complete library to a single compressed file, including [library name].DATA folder • To create: • File > Compressed Library (.enlx)… • To restore: • File > Open > Open Library…

43. Recover Library • Repair the damaged EndNote Library • Tool > Recover Library…

44. Find Duplicates • To find duplicate: • References > Find Duplicates Choose one Move to next record

45. Find Duplicates • Locate duplicate references • To set criteria: • Edit > Preferences… > Duplicates Default Setting

46. Find Full-Text • Search the Internet for freely available full-text • NUSL’s OpenURL is still work-in- progress

47. Attach Files • Attach files (e.g. full-text PDF) to an EndNote reference • References > File Attachments > Attach Files…

48. EndNote Web

49. EndNote Web http://libguides.nus.edu.sg/content.php?pid=96551&sid=723032 • Copy references from EN to ENW, and vice versa • To configure settings: • Edit > Preferences… > EndNote Web

50. EndNote Web http://libguides.nus.edu.sg/content.php?pid=96551&sid=1073299#en_enw ENW to EN EN to ENW