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Reference Management Software Tools: EndNote Basic

Reference Management Software Tools: EndNote Basic. This work is licensed under a Creative Commons Attribution 4.0 International License. ENDNOTE basic (web).

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Reference Management Software Tools: EndNote Basic

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  1. Reference Management Software Tools:EndNote Basic This work is licensed under a Creative Commons Attribution 4.0 International License

  2. ENDNOTE basic (web) • Isa web-based Bibliographic Management Software (BMS) that provides users with online storage for their references and the ability to format bibliographies in their word processor. • Compliments, but does not replace, use of PC based Zotero, Mendeley, Reference Manager, EndNote X1to X7 or ProCite. • Previously known as "EndNote WEB"

  3. This and the following slide compare the features of EndNote basic and EndNote X7 – the commercial option.

  4. Summary: EndNote Basic Features • stores up to 50,000 references • option to attach files to individual references • 21 most popular bibliographic styles • 2GB of files storage (in EndNote Cloud Storage) • online search of the 5 most popular databases • no cost as this is a free account

  5. To access EndNoteBasic, log into endnote.com/product-details/basic Open Create a free account.

  6. Registration Click on create an account

  7. To register, enter an E-mail address and then Retype E-mail Address.Click on Continue.

  8. Fill out the required User Registration form. Remember to click on I Agreefor the License Agreement. Store the Password so that you can retrieve it.

  9. Exercise 1: Registration • Go to endnote.com/product-details/basic, click on • On the next screen, click on • Enter your email address twice and click on • Complete user registration form by entering the following information: • Click on to complete the license agreement and registration. Remember to save your password.

  10. Create a New Group Displayed is the Sign In page for EndNote Basic. Complete Sign In.

  11. Displayed is the Getting Started page of EndNote Basic. Note the My References Quick Search display and horizontal tab with all the options.

  12. Open Organize/Manage My Groups optionand click on New Group.Then Enter a New Group box will appear. The New Group being added is type 2 diabetes and developing countries. Click on OK.

  13. In Organize/Manage My Groups, the new type 2 diabetes and developing countries group is displayed. Note that there are zero Number of References.Now click on Manage Sharing.

  14. Currently, 0 E-mail Addresses are linked to this search. Click on Start sharing this group.

  15. Now displayed is the box where you can Enter e-mail addresses – to form a group that will receive the results of this search. Remember to use commas to separate each email address and click on Apply.

  16. Exercise 2: Create a New Group • Open/login to your EndNote Basic account. Click on Organize/Manage My Accounts • Open New Group, enter the title of your new group in the appropriate box • Click on OK

  17. Download & Manually Create References Now opened is the Collect/Online Search option.Open the Select Favorites drop down menu and click on PubMed(NLM) connection. Note: Searches also can be completed directly in PubMed and uploaded into your EndNote Group.

  18. Now displayed is the PubMed (NLM) Online Search option. Click on Connect.

  19. Added in the Online Search are the type 2 diabetes AND developing countries terms. Click on Search.

  20. The first 50 references of the PubMed search are displayed. Check the boxes for the ones to add, open (double click on) the type 2 diabetes and developing countries Group. This will add the checked references. After completing these steps, My Groups, type 2 diabetes and dev… has 6 references.

  21. Option 2 - In PubMed, complete a search for type 2 diabetes and developing countries. Again, check the boxes -in this case for 9 references. Open the Send to/file option, use the MEDLINE format and click on Create File.

  22. In Google Chrome, the file is displayed at the bottom of the screen. Double Click on the .txt file to open it.

  23. Now opened is the .txt file Click on File/Save option.

  24. Now Save the additional type 2 diabetes citations.txt file to the Desktop or a Documents folder.

  25. Open the Collect/Import References option. Choose File: additional typ… from Desktop or Documents folder. Import Option: PubMed(NLM) To: type two diabetes and… Group. Click on Import.

  26. In Organize/Manage My Groups,note that the type 2 diabetes… Group nowhas 15 Number(s) of References. Click on Manage Sharing.

  27. Currently displayed are the 15 references in type 2 diabetes… Open the 1st citation by clicking on the title.

  28. Now displayed are the complete details of the reference.

  29. Open Collect/New Reference,Additional references can be (manually) added to a specific Group.Click on Save.

  30. Exercise 3 – Download References from PubMed and Add citation manually • Open PubMed - http://www.ncbi.nlm.nih.gov/pubmed • Complete a search that matches your new group • From the PubMed Summary page, check the boxes of the references you want to save (left of citations) • Open the Send to drop down menu and complete the following steps: Note that the Format must be MEDLINE.

  31. Open the txt file that has been created ( ) • Save this file to Desktop or a Documents folder: • In EndNote Basic, 0pen the Collect/Import References option. • Choose Saved File: _________ from Desktop or Documents folder • Use Import Option: PubMed(NLM) • Move To: Group of your choice • Click on Import

  32. Exercise 3 continued: Add citation manually • In your Group, open Collect/New Reference • Once the Manual Reference form is opened, enter the following information: Title Harrison’s Principles of Internal Medicine Edition 19th Author Dennis Kasper Year 2015 Place published New York Publisher McGraw Hill • Click on Save

  33. Add File to a Reference After a reference is added to a group, a file (pdf or other formats) can be added to the citation. Click on the link to a free full text article from PubMed.

  34. The PDF of this article has been downloaded/saved to the Desktop or a Documents Folder.

  35. Open the specific Reference from the type 2 diabetes… Group (click on the title). Note the unbolded paperclip icon.

  36. In the specific Reference/Attachments, click on Attach files. Note: figures also can be attached.

  37. Now opened is the Attach file option. Click on Choose File, Openspecific file (jphr-2015-3-581.pdf) from Desktop or a Documents folder.

  38. The specific File now is listed next to a Choose File box. Click on Upload.

  39. This screen notes that the Upload (is) Complete.

  40. In the full version of the Reference, the Attachment is noted. Note: files can be uploaded in multiple formats – as long as the full-text file has been downloaded including directly from a R4L journal.

  41. Exercise 4 – Adding Files (optional) • Save a PDF of a file to the Desktop or Documents folder. • Open the Group – to add the file • Click on the Title to open the specific Reference and unbolded paper clip icon • Click on paper clip icon. In the specific Reference/Attachments, click on Attach files • In the Attach files option, click on Choose File.Open specific file from Desktop or a Documents folder. • Click on Upload

  42. Create a Bibliography Now displayed are 6 references in the type 2 diabetes… Group (the number prior to adding the files directly from PubMed). From the horizontal bar, Click on Format/Bibliography.

  43. Usingthe type 2 diabetes… References/Group, open the Bibliographic style drop down menu, highlight Vancouver – one of the preferred reference formats for the sciences.

  44. Click on Preview & Print bar.

  45. Now displayed is the printable Vancouver style bibliography with the references in alphabetical order by Author.

  46. The savable .txt file is displayed

  47. Open the File drop down menu. If necessary, open Format and click on wrap text. Return to File and click on Save or Save as – to the Desktop or Documents folder.

  48. Exercise 5: Creating Bibliography • In your Group, click on Format/Bibliography. • Open the Bibliographic Style drop down menu; choose the bibliographic format to use. Click on Preview & Print. • Return to Bibliography • Click on Save bar

  49. Open .txt file in Notepad (click on file) • In Notepad, you may need to open File/Format and click on wrap text. • Return to File option and open Edit. Click on Save or Save as – to the Desktop or Documents folder.

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