For Saw Swee Hock SPH Conducted by Jonathan Pradubsook Medical Resource Librarian

Outline 2  What is EndNote?  EndNote Library  Useful Features  References  Cite While You Write (CWYW)  Useful Resources & Contact Info Outline

What is EndNote?  Introduction to EndNote  Software & Hardware Requirements  Steps to Install EndNote on Your PC/Laptop  Comparison Between EndNote & EndNote Web What is EndNote? EndNote Library Useful Features References Cite While You Write Useful Resources & Contact Info 3

Introduction to EndNote A bibliographic management tool that: Stores and organizes citations found from many sources eg PubMed and databases subscribed the Library Cite while you write in a Word document eg Microsoft Word, and Format your references according to a predefined citation style for your research papers e.g. British Medical Journal (Brit Med J) 4 What is EndNote?

Search and save References (eg PubMed, Web of Science) 5 Import Export “Cite While You Write” (using eg Microsoft Word, OpenOffice.org Writer etc)

Comparison Between EN & ENW 6

7 EndNote X5 vs EndNote Web EndNote X5EndNote Web AdvantagesWork on references and cite independent of Web – less processing time Web-based : longer processing & connection time Full install on computer. No expiry. Account expires if you leave NUS Stores unlimited no. of references Max. 10,000 references only Store full-text (eg. PDF, sound files) Unable to store full-text DisadvantagesReferences stored on local computer. Needs to save and move references to another computer. Can work on references anywhere with Internet (renew account every 12 months via NUSNET)

Software Requirements: Windows XP with Service Pack 3 or Windows Vista Microsoft Word 2003 or 2007 or 2010 [EndNote X4 compatible with updates available via ] NUS Software Catalogue Hardware Requirements: Pentium 450 MHz or faster processor At least 180MB hard disk free space Minimum of 256 MB RAM Software & Hardware Requirements 8

Steps to Install EndNote X5 on PC/Laptop a)Login to NUSNET on NUS campus b)If you have not installed any software licensed to NUS before, click on to install the Software Catalogue Client c)In your PC, go to Start > All Programs > Software Catalogue > Click on Software Catalogue Client 1.2 d) A window opens, entitled Software Catalogue. e)On the left, under Software Category, click on Specialised Applications f)Click on EndNote X5 to install g)Select Typical installation

Steps to Install EndNote X5 on Mac Follow the installation instructions in: NUS Libraries EndNote Guide: &sid=

EndNote Library What is EndNote? EndNote Library Useful Features References Cite While You Write Useful Resources & Contact Info  Navigate around EndNote X5  Library Window  Reference Window  Groups  Create an EndNote Library 11

Launch EndNote Start > Programs > EndNote > EndNote Program To retrieve a sample library C:\Users\Public\Public Documents\EndNote\Examples Navigation around EndNote X5 12

A collection of references, each containing the information required to create a bibliography No limit to the number of references.ENL file – EndNote library.DATA folder – contains figures, groups and other significant files Library Window 13

Sorting References ► Ascending and descending orders Preview References ► To see more detail about a reference, highlight the reference and view it in the Preview pane at the bottom of the Library window. (Hide Tab pane – to disable preview pane) ► Only 1 reference is displayed in the preview pane at a time (if multiple references are selected, only the last reference is displayed) Navigation in Library Window 14

Reference Window Stores the information required to cite it in a bibliography, and other information (e.g. keywords, notes, abstract) Automatically assigned a unique record number pertaining to the library that cannot be changed 48 different reference types Up to 52 fields per reference Up to 45 different files attach to a single reference Only 1 graphic or file in the Figure field 15

Groups Allow up to 500 custom & smart groups to a library Types of Groups: Automatic Groups – Permanent (All References & Unfiled) Custom Groups Smart Groups Create From Groups 16

Useful Features What is EndNote? EndNote Library Useful Features References Cite While You Write Useful Resources & Contact Info  Remove Duplicates  Attach Files to References  Transfer References from EndNote Web  Backup Library 17

18 Other Features Remove Duplicates References > Find Duplicates Delete Unwanted References Select references, then, References > Move References to Trash Note: To delete References permanently, References > Empty Trash Attach Files (PDF, images, etc) to a reference Select a reference References > File Attachments > Attach File... Useful Features

Useful Features (continue) 19 Find Full-Text Highlight references you want to locate full-text Click References > select Find Full Text

20 Other Features Backup Library Save the complete Library to a single compressed file (.enlx), including.DATA folder. To backup : File > Compressed Library > To decompress: File > Open > Open Library…. Useful Features (continue)

21 Other Features Import References from PDF On the menu bar, click on File > Import > File… or Folder... A dialogue box “Import File” appears. Import File: Browse for the saved PDF file or folder, and Choose... Import Option: Select Other Filters…. Look for PDF. Click Choose. Click Import. The references are now saved into the EndNote library, under the group “Imported References”. Useful Features (continue)

22 Create an EndNote Library a)Click on File > New... to create a new EndNote library b) Enter a filename (.enl) c) Select location to save the library (eg Desktop) d) Click Save

References What is EndNote? EndNote Library Useful Features References Cite While You Write Useful Resources & Contact Info  EndNote Flowchart  Direct Export  Import Text File  Online Search  Manual Data Entry 23

EndNote Library Direct Export Manual Data Entry Online Search Import Text File Cite While You Write Word Processor INPORT EXPORT EndNote Flowchart 24

Method 1: Direct Export - Search in databases and export citations Method 2: Import Text File Method 3: Online Search - Search LINC directly in EndNote Method 4: Manual Data Entry - Manually enter a Reference Different Methods to Import (Collect) References (Citations) 25

Different Methods to Import (Collect) References (Citations) 26 MethodDatabase Direct Export [M1]SCOPUS, WOS, ERIC, *PubMed Import Text File [M2]LINC, PubMed Online Search [M3]PubMed Manual Data Entry [M4]Sources not in Databases

Different Methods to Import (Collect) References (Citations) 27 Not sure which category your database falls into? EndNote LibGuide &sid=

Method 1: Direct Export - Exercise 28 Method 1: Direct Export – using PubMed FireFox At this point in time, Direct Export for PubMed can be done only using the browser FireFox

Method 1: Direct Export - Exercise 29 Method 1: Direct Export 1. Select records, select Citation manager, then Create File

Method 1: Direct Export - Exercise 30 Method 1: Direct Export 2. Select open with, browse and choose EndNote 3. Click OK

Method 1: Direct Export - Exercise 31 Method 1: Direct Export 4. When prompted to choose an import filter, type “pub”, then choose PubMed

32 Method 1: Direct Export

33 Method 1: Direct Export – using SCOPUS

34 Method 1: Direct Export

35 Method 1: Direct Export

36 Method 1: Direct Export

37 Method 1: Direct Export

Method 1: Direct Export - Exercise 38 Method 1: Direct Export – using Web of Science

Method 1: Direct Export - Exercise 39 Method 1: Direct Export

Method 1: Direct Export - Exercise 40 Method 1: Direct Export Alternatively scroll all the way to the bottom of the page

41 Method 1: Direct Export

42 Other Features Remove Duplicates References > Find Duplicates Delete Unwanted References Select references, then, References > Move References to Trash Note: To delete References permanently, References > Empty Trash Attach Files (PDF, images, etc) to a reference Select a reference References > File Attachments > Attach File... Useful Features Revisited

43 Method 2: Import Text Files – using LINC

44 Method 2: Import Text Files

45 Method 2: Import Text Files

46 Method 2: Import Text Files

47 Method 2: Import Text Files

48 Method 2: Import Text Files

49 Method 2: Import Text Files – using PubMed

50 Method 2: Import Text Files

51 Method 2: Import Text Files

52 Method 2: Import Text Files

53 Method 2: Import Text Files

54 Method 2: Import Text Files

55 Method 3: Online Search (Search Database/Catalog Directly in EndNote X5) Valid only for Freely Available Databases Valid only for Freely Available Databases This Method good for Known Citations e.g. PMID This Method good for Known Citations e.g. PMID a) In an EndNote Library, under Online Search on the left, click on more… b)Under Name, look for and highlight PubMed. Click Choose. Perform a search c)Enter keyword in search box d)Retrieved records from 1 through XX. Enter the desired number for XX. e)NOTE: ALL records will be saved into EndNote Library

Manual Data Entry Method 4: Manual Data Entry (Manually Create a Reference in EndNote X5) 56

57 Method 4: Manual Data Entry (Manually Create a Reference in EndNote X5) Useful for working papers / manuscripts which are not found in databases Useful for working papers / manuscripts which are not found in databases a) In an EndNote Library, at the top, click on References > New Reference b) Under Reference Type: click on the drop-down menu and select accordingly (eg. Conference Proceedings) c)Enter information such as author, year, title d)Simply click on X (close the window) and the reference will be saved

Cite While You Write What is EndNote? EndNote Library Useful Features References Cite While You Write Useful Resources & Contact Info  CWYW Toolbars in Microsoft Word  Cite References in Microsoft Word  Change Reference Style  Edit Citation in Microsoft Word  Understand CWYW Tools 58

CWYW Toolbars in Microsoft Word Microsoft Word 2003 Microsoft Word 2007/

Go to EndNote☺ This tool will take you to the EndNote program, where you can select (highlight) references for insertion into your Word document. Find Citation(s)☺ This tool 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. 60 Medical / Science Library Understand Cite While You Write Tools

Format Bibliography☺ This tool 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 headings (e.g. References or Bibliography) and changing the line spacing. Insert Selected Citation(s)☺ This tool will insert the references you selected in EndNote into your document at the location of the Word cursor. 61 Medical / Science Library Understand Cite While You Write Tools

Edit & Manage Citation(s)☺ Use this tool to make any changes inside a citation, such as adding page numbers to a citation or removing author names from author-date citations Insert Note☺ Use this tool to insert explanatory notes (footnotes) to be numbered as though they were bibliography entries, and then placed in the bibliography e.g Numbered style 62 Medical / Science Library Understand Cite While You Write Tools

Edit Library Reference(s) This tool allows you to quickly access the specific record for any selected citation. Unformat Citation(s) This tool will remove the formatted bibliography and citations and replace all citations with plain-text placeholders that EndNote can match to library records to create formatted citations. This tool is commonly used when moving documents between word-processing programs. Also useful when you suspect the document is corrupted, to unformat all citations. 63 Medical / Science Library Understand Cite While You Write Tools

Convert to Plain Text ☺☺ ( formerly Remove Field Codes ) This tool will create a second copy of the document with all EndNote field coding removed (you can generally recognize field codes such as formatted EndNote citations by their turning grey when you select them in Word). It is used when sending documents to a publisher because the field coding used for EndNote citations can sometimes cause problems for publishers’ page layout programs. Note that it will create a Word document, not a plain text (.txt) document. 64 Medical / Science Library Understand Cite While You Write Tools

Export Traveling Library ☺ EndNote creates a hidden “traveling” library containing only the references used in each paper. This traveling library is part of the coded information contained in each citation. Use this tool to export the references in this traveling library to a regular EndNote library 65 Medical / Science Library Understand Cite While You Write Tools

Find Figure(s) This tool 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. 66 Medical / Science Library Understand Cite While You Write Tools

67 Medical / Science Library Understand Cite While You Write Tools Cite While You Write Preferences Use this tool to set preferences for EndNote’s cite while you write settings for future documents. (Note: If you use Word as your editor in Microsoft Outlook, you should leave the Open EndNote when Starting Word option in the CWYW preferences unchecked.) Also use this tool to toggle between EndNote and EndNote Web. Help This tool will let you access contextual help for EndNote.

Useful Resources & Contact Info What is EndNote? EndNote Library Useful Features References Cite While You Write Useful Resources & Contact Info  EndNote VS EndNote Web  Update & Maintenance  Online Tutorials, Guides & FAQs  Contact Info 68

Update & Maintenance Program Updates & Patches [ Output Styles [ Import Filters [ Connection Files [ 69

Helplines, Online Tutorials, Guides & FAQs / How to Use EndNote [ How to Use EndNote Web [ EndNote X5 Getting Started Guide [ EndNote X5 Tutorial (View Online or Download)View OnlineDownload [Online: X5.html] [Download: EndNote FAQs [ 70

71 Contact Info For assistance with installation via NUS Software Catalogue, contact NUS Libraries Medical Resource Team Information Desk: