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

Objectives Overview EndNote Library References Cite While You Write Other Features

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

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

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

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

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

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

New Installation Microsoft Office 2007 ONLY http://libguides.nus.edu.sg/content.php?pid=96551&sid=1067663 Microsoft Office 2007 ONLY

Post-Installation Launch EndNote : Start > All Programs > EndNote > EndNote Program Check “Cite While You Write” in Microsoft Word Installed files and folders: C:\Program Files\EndNote X4 Folders – Connections, Filters, Styles & Templates

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

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

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

Launch EndNote Start > Programs > EndNote > EndNote Program

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

Library Window A collection of references, each containing the information required to create a bibliography No limit to the number of references Not recommended exceeding 100,000 references Can open more than one library at a time Compatible between Windows & Macintosh Can be independently moved, copied, renamed or deleted using the Windows Explorer EndNote library comprises of: .ENL file – EndNote library .DATA folder – contains figures, groups & other significant files

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

Reference Window EndNote Window Reference Window Reference Type List Reference Fields Reference Window Reference Type List

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

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

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

Import PDF File

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

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

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

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

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

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

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

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 > change from “When selected” to “Always” [Word 2007]

CWYW Toolbars in Microsoft Word

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

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

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

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

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

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

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

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

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

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

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.

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

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

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…

Recover Library Repair the damaged EndNote Library Tool > Recover Library…

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

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

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

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

EndNote Web

EndNote Web Copy references from EN to ENW, and vice versa 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

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

New Features of EndNote X5 Add & transfer file attachments to the web View & annotate PDF files Update a reference automatically Duplicates highlighting Field substitutions Insert citation options New reference types – Music & Dataset more… Recently released!

Update & Maintenance Program Updates & Patches Output Styles [http://www.endnote.com/support/enupdates.asp Output Styles [http://www.endnote.com/support/enstyles.asp] Import Filters [http://www.endnote.com/support/enfilters.asp] Connection Files [http://www.endnote.com/support/enconnections.asp] Microsoft Word Templates [http://www.endnote.com/support/entemplates.asp] EndNote Term List [http://www.endnote.com/support/faqs/Files/Terms.zip]

Summary EndNote Your Bibliographic Management Tool Overview EndNote Library References Cite While You Write Other Features

Help Email : askalib@nus.edu.sg Step-by-Step Guide to Using EndNote Step-by-Step Guide to Using EndNote Web EndNote X4 Getting Started Guide EndNote X4 User’s Guide EndNote X4 Tutorial - View Online / YouTube / Download EndNote FAQs EndNote Discussion Forum

Thank You Wish you all the best! http://bit.ly/endnote23sep Aaron Tay aarontay@nus.edu.sg Tel: 6516 2030