Charity Fund for Sudanese Students in Nanjing Monday, October 23, 2017 Charity Fund for Sudanese Students in Nanjing (CFSS) Research Tools (Lecture 1) EndNote Introduction & Advanced Tutorial ZAKI ELDEEN M. E. ELHASSAN Karary University (KU); Eng. Faculty Department of Elec. And Comp. Eng. Monday, 23 October 2017 Prepared by Mr. Elhassan

Prepared by Mr. Elhassan EndNote I Objectives -- On completion of this lecture you should be able to better create and manage EndNote libraries. We will work on you acquiring the with the ability to: 1. Identify key capabilities of Endnote, and strategies for using Endnote effectively. 2. Find your way around the EndNote program (screens and menus) and learn where to find answers to questions about EndNote. 3. Create EndNote libraries and enter references in them by typing. 4. Search for and add references by connecting to remote databases through the internet. 5. Import references from downloaded files into EndNote. 6. Use EndNote with Microsoft Word to create and format citations. 7. Import different journal’s styles into EndNote original styles. Prepared by Mr. Elhassan Monday, 23 October 2017

Charity Fund for Sudanese Students in Nanjing Monday, October 23, 2017 What is EndNote? EndNote is a commercial reference management software package, used to manage bibliographies and references when writing essays and articles and it designed to allow researchers to record, organize, and use references found when searching literature for information. It is produced by Thomson Reuters. EndNote is an annotation placed at the end of a document. Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan What can EndNote do? Create a database (library) of references for a specific topic Download references from library catalogs or other electronic databases Link references into word processed documents Generate bibliographies in specific styles, especially for publication Monday, 23 October 2017 Prepared by Mr. Elhassan

Prepared by Mr. Elhassan What can Install EndNote? Follow the same procedures for any software installation in computer. Many versions of EndNote software are available but the most modernize is EndNote X7. If the software has crack you must follow the crack file instructions. If the software successfully installed then you can Run it. Monday, 23 October 2017 Prepared by Mr. Elhassan

Prepared by Mr. Elhassan How do I run EndNote? Either double select the EndNote icon from the Start -- Programs menu or Open Word and select Tools -- Go to EndNote Prepared by Mr. Elhassan Monday, 23 October 2017

Charity Fund for Sudanese Students in Nanjing Monday, October 23, 2017 From the Getting Started window click on the “Create a new library” button. Or go to the File menu > New Library. Save your library in your Documents folder. To open EndNote you may select it from your list of programs or from the Word toolbar. Go to Word - Tools - Go To EndNote Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Name your new library and save it to the desired folder, eg: c:\MyDocuments\dissertation\ Monday, 23 October 2017 Prepared by Mr. Elhassan

Charity Fund for Sudanese Students in Nanjing Monday, October 23, 2017 In Word, select Tools -- EndNote to start To open EndNote you may select it from your list of programs or from the Word toolbar. Go to Word - Tools - Go To EndNote Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Then select File -- New Monday, 23 October 2017Monday, 23 October 2017 Prepared by Mr. Elhassan

Prepared by Mr. Elhassan Your new library will open, ready to accept references Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan To open an existing library select File -- Open Libraries in the Examples folder & your most recently created libraries will be displayed Select Open Library to find files stored in other locations, eg: a:\drive Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Click on the library of choice, and it will open Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Double click on an item to display the full record Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Reference types, journal article, conference paper, conference proceedings, report, book, etc. Buttons allow you to move through the reference list, displaying each full record Monday, 23 October 2017 Prepared by Mr. Elhassan

Adding records to a library There are three ways to enter references into EndNote : Typing by hand Downloading from a database and importing Searching and downloading directly through EndNote using Connection Files (v.6 + only) Prepared by Mr. Elhassan Monday, 23 October 2017

Ways to enter references into EndNote Typing by hand Downloading from a database and importing Searching and downloading directly through EndNote using Connection Files (v.6 + only) Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Adding records to a library manually Add a new record by selecting References -- New or Ctrl + N Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Add a new record by selecting References -- New or Ctrl + N Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Chose a suitable record template, eg. Journal Article, Book, etc. Prepared by Mr. Elhassan Monday, 23 October 2017

Charity Fund for Sudanese Students in Nanjing Monday, October 23, 2017 Type the bibliographic details into the appropriate fields Close the reference by clicking the control menu box The information is automatically saved & the reference will appear in the Library window Author names may be entered two ways - “”First Middle Last” such as “Carol Margaret Jacobson or “Last, First Middle” such as “Jacobson, Carol Margaret”. Individual author names must be entered one per line. Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan Laborious, yes… But some records such as technical reports, web pages, some conference proceedings, grey literature, and government publications cannot be downloaded directly into EndNote Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Adding records to a library by Import An alternative to entering records in manually, is to use a database of your choice, search, then save the database records in a format Endnote is able to read These records can then be imported into an Endnote library through an appropriate filter Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan Filters When you search a database like PubMed, Eric or PsycINFO, you can save your search results & import them directly into your library To do this you must use the proper EndNote filter A filter is a file that instructs EndNote how to interpret data from another source It ensures that the information from a database or library catalogue is placed into the correct fields (ie, author, title, etc.) Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan In EndNote, select File -- Import Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan Locate the file you have saved by clicking on Choose File Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan The folder location in Your computer Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Select the appropriate database & service provider eg. PubMed via NLM Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan You can chose to import all references or discard duplicates Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan The new references will be added to your library Select References -- Show All or Ctrl + H to display the entire library Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan Backing up EndNote Libraries EndNote libraries need to be backed up for obvious reasons Select Save a Copy from the File menu and save a copy of the library to an appropriate location Prepared by Mr. Elhassan Monday, 23 October 2017

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Prepared by Mr. Elhassan Inserting In-text Citations with Word Open the Word document in which you wish to insert references Place the cursor where the citation is to be inserted Go to the EndNote library and highlight the appropriate reference This method citations called Cite While You Write (CWYW) How? Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan To insert a reference from within EndNote, highlight the reference and click on Insert Citation Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Inserted citation Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan To insert multiple citations, place the cursor in the Word document In EndNote, highlight records by holding the Ctrl key, clicking on the appropriate citations, and then Insert Citation Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Formatting a bibliography Once the document is written, the bibliography can be formatted in a chosen style In EndNote: click on Cite While You Write -- Format Bibliography In Word: click on Tools – EndNote -- Format Bibliography Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan To change the citation style, select File -- Output Styles and select the style of choice Use Style Manager to select a style that is not currently displayed Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Click on the Find button in Style Manager, and you can select styles by subject Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Once you have selected the style, click on Cite While You Write -- Format Bibliography in EndNote Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan You will be prompted to select the style for the document Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan EndNote will change the in-text citations to the appropriate format, and attach the bibliography at the end of the document Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Searching within a library EndNote allows you to search for a set of references by author, title, keyword, subject, journal title, year and more Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan To search, select References – Search or Ctrl + F Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Search results are displayed in brief format Prepared by Mr. Elhassan Monday, 23 October 2017

Managing your library records Library view preferences Saving frequent library searches Adding a Display Field Printing selected references Modifying Reference Types Selecting & Modifying Term Lists Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan References -- Show Preview will display the bibliography record for an item in a style of choice References -- Hide Preview will restore the list Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Adding a display field to a library EndNote allows you to change the short format display to show various fields Select Edit -- Preferences -- Display Fields and add another field, for instance Reference Type Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan Select Edit -- Preferences -- Display Fields and add the field of choice Prepared by Mr. Elhassan Monday, 23 October 2017

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Prepared by Mr. Elhassan Printing selected references Selected records can be printed by holding the Ctrl key and highlighting the records wanted Then select the Output Style and print those records only Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Hold down the Ctrl key, click on records you want to print The select File and the Output Style required … Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan ..and select File -- Print Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Modifying reference types EndNote 6.0 contains a generic reference type, 25 pre-defined reference types and 3 unused reference types Each Reference Type includes a standard set of fields Prepared by Mr. Elhassan Monday, 23 October 2017

Modifying reference types You can add, edit or delete fields as appropriate Examples: Delete fields you know you will never use Add fields you need Rename or define an existing field Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan All this field can modify Scroll to the Reference Type you want to modify – Make changes – Click OK From the Edit menu select Preferences -- Reference Types -- Modify Reference Types Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Adding records using the Connection Files Only available on v.6 and above Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Editing a bibliographic reference style Two ways let you insert new style in the EndNote styles It is also possible to edit a style in EndNote, and include your own new fields (Explain in the pervious PPT) Copy the new EndNote Style and paste it in the EndNote styles directery. Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan To edit a style select File -- Output Styles and the option to edit the currently selected style Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan Here you may edit the citation and bibliography styles as needed Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan Special features Cite While You Write: an option to insert citations into your document in their finished form and a reference is simultaneously created at the end of the document Traveling Libraries: a library containing only the references cited in a document that facilitates collaboration between authors Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Prepared by Mr. Elhassan Traveling Libraries Allow you to: use more than one machine share documents with colleagues How they work: The first time you format a citation in a document EndNote accesses reference data from the open library & embeds it within the document. When you reformat the bibliography, EndNote again looks for the reference data in the open library. If that library is not available, EndNote uses the embedded citation data to format the citation. This embedded data is referred to as the “Traveling Library.” Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Traveling Library In Word: Tools – EndNote –Export Traveling Library Select in the Export Traveling Library dialog box either: an existing EndNote Library (from the drop-down list – or Browse to find a library) a new EndNote Library (you’ll be prompted to name and Save the new library) CAVEAT 1: The new library will only include those references used in the document from which it was created Prepared by Mr. Elhassan Monday, 23 October 2017Monday, 23 October 2017

Copying references from Word to an EndNote library Open both your Word document & the EndNote library In EndNote: Tools – Cite While You Write – Import Traveling Library CAVEAT 2: The Traveling Library does not contain Notes, Abstract, Keywords, etc. Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan Important two files in Your EndNote library !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! From where you save your EndNote Library copy these two files together Your library name .Data for eg. (My EndNote library .Data), This file contains your references in PDF Operation EndNote File with the same name of first file but different extension Save these two file and you can use its in any computer has fixed on it EndNote software. Two Files Prepared by Mr. Elhassan Monday, 23 October 2017

Prepared by Mr. Elhassan For more information: EndNote Manual http://www.lib.uts.edu.au/information/endnote/help.html the official EndNote web site http://www.endnote.com EndNote Technical Support http://www.endnote.com/support/ensupport.asp EndNote Users’ Mailing List http://www.endnote.com/support/en-interest.asp Prepared by Mr. Elhassan Monday, 23 October 2017