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EndNote X2Your Bibliographic Management Tool

30 September 2009

Aaron Tay (aarontay@nus.edu.sg)

Tel: 6516 2029/30

www.twitter.com/aarontay www.facebook.com/aarontay

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Objectives

What is EndNote?

EndNote Installation

EndNote Library

Exporting References

Cite While You Write

EndNote videos and help

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EndNote help and videos

EndNote videos

EndNote additonal content

EndNote FAQs

Exporting to EndNote (videos) Exporting to EndNote (videos)

Direct Export from Scopus Direct Export from Google scholar Using Online Search Online search – NUS Libraries – EndNote X2 Online search – NUS libraries – EndNote X3 Manual Data entry

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Cite while you write (videos) Cite while you write (videos)

Insert Citation

Edit Citation

Format Bibliography

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Misc EndNote videos Misc EndNote videos

Bibliographies Made easy

EndNote Groups

EndNote Preference

Transfering references

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EndNote “Howto” videos by EndNote “Howto” videos by AaronAaron

More training movies from More training movies from me

Webcast of Webcast of EndNote X3 lecture at LT 14, 25 , 25 September 2009September 2009

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EndNote channelsEndNote channels

Official EndNote YouTube channel – Official EndNote YouTube channel – EndNoteTraining

Official EndNote Facebook account - Official EndNote Facebook account - www.facebook.com/EndNote

Official EndNote Twitter account - Official EndNote Twitter account - EndNoteNews

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EndNote ContentEndNote Content

DownloadDownload Patches Output Styles (Citation styles) Import Filter Connection Files Document Templates

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Help

Technical problems - Contact IT Care at 6516

2080 or email itcare@nus.edu.sg

Using EndNote

Email: askalib@nus.edu.sg

Tel: 6516 2028

Online help

EndNote Step-by-Step Guide

http://www.lib.nus.edu.sg/lion/e/endnoteGuide.html

How to import references in EndNote

http://www.lib.nus.edu.sg/lion/e/endnoteimport.html

Common IssuesCommon Issues

After installing EndNote and opening Microsoft Word, I do not see the EndNote toolbar or commands under the Tools menu. How can I fix this?

Instead of seeing my regular citations, I'm seeing strange code, which looks something like { ADDIN EN.CITE <EndNote><Cite><Year>}... What can I do to fix this?

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Common issues 2Common issues 2

I am looking for an output style, but I do not see it in the list of styles that comes with EndNote. What can I do?

Other FAQs

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What is EndNote?What is EndNote?

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Bibliographies Made easy (YouTube 5:00)

                    

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What is EndNote?

Introduction to EndNote

EndNote Flowchart

Installation Information

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Introduction of EndNote

A software that:

• stores and organizes citations found from many sources

• inserts these citations into a Word document, and

• automatically format your references according to a predefined citation style

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EndNote Flowchart

EndNoteLibrary

DirectExport

ManualData Entry

OnlineSearch

ImportText File

Cite While You Write

Word Processor

INPUT

OUTPUT

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How to install EndNote X2How to install EndNote X2

To install EndNote X2, please refer to the instructions at http://www.lib.nus.edu.sg/lion/e/endnoteGuide.html

Mac users, please refer to http://www.lib.nus.edu.sg/lion/e/endnoteguide.html#Mac for separate installation instructions.

Choose “FULL INSTALLATION”

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EndNote Library

Launch EndNote X2

Library Window

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Launch EndNote X2• Start > Programs > EndNote > EndNote

Program

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Create a Library

• File > New…

• Key-in the library filename (*.enl)

• Select location to save the library

• Click “Save” to create the new library

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Library Window

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References Direct Export

Scopus Google Scholar

Import Text FileSociological AbstractsLINC

Online SearchLINC

Manual Data Entry

How do I know what method?How do I know what method?

http://www.lib.nus.edu.sg/lion/e/endnoteimport.html

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Direct ExportDirect Export

• ““One click” export directly from database.One click” export directly from database.

• Usually button says “Usually button says “Send to Send to EndNote/RefMan/ProciteEndNote/RefMan/Procite”, “”, “direct exportdirect export” or ” or similar. similar.

• When file is downloaded, in file dialogue box select When file is downloaded, in file dialogue box select “open” instead of “save”.“open” instead of “save”.

Direct Export from Scopus Direct Export from Scopus (movie)(movie)

2525http://screenr.com/C1H

Direct Export from Google Direct Export from Google scholar (movie)scholar (movie)

2626http://screenr.com/m1H

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Import Text FileImport Text File

• Export text file and save on desktopExport text file and save on desktop• Open EndNote (File => Import)Open EndNote (File => Import)• Browse and select downloaded txt fileBrowse and select downloaded txt file• Select Import option (filter)Select Import option (filter)

Importing Text file Importing Text file movie - LINCmovie - LINC

2828http://screenr.com/r1H

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Import Text File – Sociological Abstracts

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Import Text files (movie)Import Text files (movie)

Import Text files (Youtube 9:09)

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Online SearchOnline Search

• Search free databases (Medline) and library Search free databases (Medline) and library catalogues (including LINC, Library of Congress catalogues (including LINC, Library of Congress etc) within EndNote desktop.etc) within EndNote desktop.

• All references found will be imported.All references found will be imported.• LINC results – “Import Text file” versus “Online LINC results – “Import Text file” versus “Online

search”search”

FAQ #3FAQ #3

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Online searchOnline search

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Turn on Online Search modeTurn on Online Search mode

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Please UPDATE to EndNote x2.01+ or EndNote X3 for this feature.

Different EndNote modesDifferent EndNote modes

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Temporary – use forOnline searching

Natl University of Singapore?Natl University of Singapore?

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MISSING???

Download from http://www.lib.nus.edu.sg/lion/e/nationaluniversityofsingapore.enz and save in c:\program files\endnote X2\Connections

Online search movie (NUS)Online search movie (NUS)

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http://screenr.com/VTH

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Online search movie Online search movie

Online Search (Youtube 5:21)

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Manual InputtingManual Inputting

Open an EndNote LibraryOpen an EndNote Library Click on Click on ReferenceReference Click onClick on New Reference New Reference At theAt the Reference Type Reference Type drop-down menu, select the drop-down menu, select the

correct template for the reference to be input (i.e. correct template for the reference to be input (i.e. Journal article, conference paper, etc.)Journal article, conference paper, etc.)

Begin inputtingBegin inputting Complete and close EndNote LibraryComplete and close EndNote Library Note: For joint authors, press the enter key after Note: For joint authors, press the enter key after

inputting each author’s nameinputting each author’s name

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Manual Data Entry

Online Search (Youtube 5:21)Online Search (Youtube 5:21)

Manual Data entry (Youtube 7:55)

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Groups & Preferences

Groups

Preferences

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Groups

• Add up to 500 custom & smart groups to a library

• Types of Groups:• Permanent &Temporary Groups• Custom Groups• Smart Groups• Online Search• EndNote Web

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Custom GroupCustom Group

• Group references into user preferred groups.Group references into user preferred groups.• A permanent group that remains unless A permanent group that remains unless

deleted.deleted.• Several different ways to create a new group, Several different ways to create a new group,

or to add a reference to a new group.or to add a reference to a new group.• E.g. Right click on “group pane”, create pane / E.g. Right click on “group pane”, create pane /

Right click on reference “add reference to..” Right click on reference “add reference to..” • Creates/fills permanent “custom” groupCreates/fills permanent “custom” group..

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Smart GroupSmart Group

• Automatically created groups based on filtersAutomatically created groups based on filters• Several different ways to create a new smart Several different ways to create a new smart

group group • E.g. Do a search, Options->convert to smart E.g. Do a search, Options->convert to smart

group. Or right click in groups pane and select group. Or right click in groups pane and select “Create smart group”“Create smart group”

Groups movieGroups movie

4646EndNote Groups (Youtube 4:22)

EndNote preferencesEndNote preferences

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Preference moviePreference movie

4848EndNote Preference (Youtube 4:13)

Transferring Transferring References movieReferences movie

4949Transfering references (Youtube 3:21)

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EndNote Flowchart

EndNoteLibrary

DirectExport

ManualData Entry

OnlineSearch

ImportText File

Cite While You Write

Word Processor

INPUT

OUTPUT

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Cite While You Write

CWYW Toolbars in Microsoft Word

Find & Insert Citations APA 5th and Chicago 15th A

Edit Citations & format bibliography

Additional Features Convert to Plain textExport travelling library Word 2007 references (exporting/converting)

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Cite While You Write (CWYW)

• Easily and quickly cite references, figures & tables, and create a paper with properly formatted citations, a bibliography, figures & tables

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CWYW Toolbars in Microsoft Word

• Microsoft Word 2003

• Microsoft Word 2007

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Find & Insert Citations

• Find Citation(s)This command will provide a search window where you can enter text that is in any field. You can then select references from a list of those that contain your search terms and insert them into your paper.

• Insert Selected

Citation(s)This command will insert

the references you

selected in EndNote into

your document at the

location of the Word cursor.

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Customize Citations

• Format BibliographyThis command will allow you to change the EndNote style used for your document. It will also let you make other changes to the layout of your bibliography, such as adding titles and changing the line spacing.

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Customize Citations

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

• Edit Library

Reference(s)This command allows

you to quickly access

the specific record for

any selected citation.

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Additional CWYW Features

• Find Figure(s)This command 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 references 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 the end of the document, depending on the selected EndNote style.

Insert Citation (movie) Insert Citation (movie)

5858Insert Citation (YouTube 1:31)

Edit Citation (movie) Edit Citation (movie)

5959Edit Citation (YouTube 4:41)

Format Bibliography (movie) Format Bibliography (movie)

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Format Bibliography (YouTube 4:15)

New in EndNote X3New in EndNote X3

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New in EndNote X3 (YouTube Video 7:41)

Common IssuesCommon Issues

After installing EndNote and opening Microsoft Word, I do not see the EndNote toolbar or commands under the Tools menu. How can I fix this?

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Common Issues IICommon Issues II

Instead of seeing my regular citations, I'm seeing strange code, which looks something like { ADDIN EN.CITE <EndNote><Cite><Year>}... What can I do to fix this?

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Common issues 3Common issues 3

I am looking for an output style, but I do not see it in the list of styles that comes with EndNote. What can I do?

Other FAQs

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Help

Technical problems - Contact IT Care at 6516

2080 or email itcare@nus.edu.sg

Using EndNote

Email: askalib@nus.edu.sg

Tel: 6516 2028

Online help

EndNote Step-by-Step Guide

http://www.lib.nus.edu.sg/lion/e/endnoteGuide.html

How to import references in EndNote

http://www.lib.nus.edu.sg/lion/e/endnoteimport.html

EndNote “Howto” videos by EndNote “Howto” videos by AaronAaron

Direct Export from Scopus (movie) (movie) Direct Export from Google scholar (movie) (movie) Importing Text – LINC (movie)(movie) Online search – NUS Libraries – EndNote X2

(movie)(movie) Online search – NUS libraries – EndNote X3

(movie)(movie) More training movies from More training movies from me or or EndNote Webcast of EndNote X3 lecture at LT 14Webcast of EndNote X3 lecture at LT 14

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EndNote channelsEndNote channels

Official EndNote YouTube channel – Official EndNote YouTube channel – EndNoteTrainingEndNoteTraining

Official EndNote Facebook account - Official EndNote Facebook account - www.facebook.com/EndNotewww.facebook.com/EndNote

Official EndNote Twitter account - Official EndNote Twitter account - EndNoteNewsEndNoteNews

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NUS WebcastsNUS Webcasts

Endnote X3 Lecture Endnote X3 Lecture

http://nuscast.nus.edu.sg/NUSEvents/1/MODVideoOnly.asp?http://nuscast.nus.edu.sg/NUSEvents/1/MODVideoOnly.asp?KEY=4759181e-3c3b-489f-b8a1-b67365b35d64KEY=4759181e-3c3b-489f-b8a1-b67365b35d64

Endnote web Endnote web

http://nuscast.nus.edu.sg/NUSEvents/1/MODVideoOnly.asp?http://nuscast.nus.edu.sg/NUSEvents/1/MODVideoOnly.asp?KEY=A06E386F-CA70-4AF8-93C1-32230C8AB91CKEY=A06E386F-CA70-4AF8-93C1-32230C8AB91C

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EndNote ContentEndNote Content

DownloadDownload PatchesPatches Output Styles (Citation styles)Output Styles (Citation styles) Import FilterImport Filter Connection FilesConnection Files Document TemplatesDocument Templates

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Vimala Nambiar Aaron Tay clbvn@nus.edu.sg clbtcha@nus.edu.sg

Humanities & Social Sciences Resource Teams

Thavamani Ratnasamyclbvn@nus.edu.sg

Tel: 6516 2029/30

Thank You!