Basics of the Endnote bibliography and refererence manager program Attila Skulteti

What can you use it for? Collect bibliographies and articles from various databases Organise and manage the collected data Reuse of the collected data: –Make bibliographies – Write an article using references 2

Endnote Web Web version of the Endnote program, it can be accessed freely if you subscribe to Web of Science or Endnote. Advised to use it, if we dont have the Endnote program installed. It can be syncronised with Endnote. 3

Home Create new account 4

Registration Valid address 5

Registration Make sure, that the password matches the requiments above. 6

Main page 7

Import, select database Online search, we can select the database. 8

Import, search Start search 9

Importálás, találatok kiválasztása Number or records we want to save 10

Import, save We can add the selected references to a group, that way the references will be saved. 11

Import, save Name of the new group 12

Import, the saved references We can look at the saved references under My references 13

Add new reference Finalize the reference with the save button 14

Manage groups We can add, delete, rename and share groups. 15

Share groups with others To start sharing groups, click here 16

Find duplicates Find references, that are present more than once in the database. 17

Format and save We can make a bibliography from any group, with the selected look and file format. 18

Cite while you write plugin We can download the toolbar for MS Word, this toolbar is installed also, if we install the Endnote program. 19

Export to file We can make a data file from our references, that can be used by other reference manager applications 20

Endnote Program 1. Create new database and collect records: Start menu – All programs – Endnote – Endnote Program 21

After the start of the program, this screen appears: We can add our Endnote Web account under the Integrate function. 22

1.a Create a new library We can specify the name and the location of our new library. 24

The second welcome screen, we can create a new library here, or open an existing one. Lets choose the Create a new library menu 23

The empty database 25

We can open an existing database in the file menu Under Open Library we can see the history of the recently used libraries, or we can open one with Open Library… 26

-Pubmed 1.b An example to import references into Endnote 27

Pubmed, search Search terms Start search 28

Pubmed, result list Save the selected references (Send to) 29

Pubmed, save to file Click here to create the file 30

Save file (this window depends on the browser Pubmed, save to file 31

Pubmed, save to file – location Scpecify the neme and the location of the file, then click save 32

Pubmed, import From the File menu, select Import… 33

Pubmed, import, select the correct format Start importing Specify the saved file 34

Succesful import Pubmed, results 35

Create groups for references Groups: All references, Unfiled, trash, My Groups, Online searches 36

Create groups Two kind of groups: –Simple group (group) –Smart group 37

Create groups Create groups in the Groups menu 38

Create groups, simple group Specify the neme of the group 39

Add the seleceted references to the choosen group Create groups, copy references into groups 40

Create groups, smart group We can specify a condition, to determine what references should be in the group 41

Create groups, smart group For exapmple this group includes the references from 2010 only. This group automatically updates every time we import new references 42

Syncronise Endnote Web and Endnote We can set our Endnote Web account, we can do that also in the Edit – Prefernces menu 43

Syncronise Endnote Web and Endnote Add the and password of the Endnote Web account. The URL address must be left on the default value 44

Syncronise Endnote Web and Endnote We can select if we want to download or upload references from/to Endnote Web. 45

The references from Endnote Web appear here, after that we can add them to any group Syncronise Endnote Web and Endnote 46

Endnote toolbar under Ms Word 47

Insert citation We need to select the reference in Endnote first 48

Insert citation 49

Format… 50

Format… Click on Select Another Style... To select additional formatting templates. 51

Insert more citations Text 52 Bibliography

Other Bibliography manager solutions RefWorks: Web based like Endnote Web, not free. Zotero: Web based, it can be installed as a browser addon. Free to use. 53

Zotero 54

Zotero - downloads 55

Zotero – Firefox plugin 56

Zotero – new collection 57 Groups list, you can create custom groups like in Endnote, by clicking the new collection icon.

Zotero – the references 58 List of the references in a folder. Details of a selected reference (for example here its a journal article)

Zotero – Creating references 59 Importing files from other bibliograhy manager softwares. Create a new reference by filling in the fields. Add a reference by ID, for example you can add the Pubmed ID or DOI number of an article here.

Zotero – Create reference by ID 60 Adding the PubMed ID, Zotero dowloads the reference, and adds it to the collection

Zotero Creating bibliography 61 You can create a bibliography of selected references, or selected folders.

Zotero – Word processor plugin 62 You can insert citations from your Zotero database with the insert citation button in word.

Zotero – Word processor plugin 63 You can create a bibliography of the inserted references.

Than you for your attention! 64