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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.
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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.
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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.
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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
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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.
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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
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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
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Name your new library and save it to the desired folder, eg:
c:\MyDocuments\dissertation\
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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
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Then select File -- New
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Your new library will open, ready to accept references
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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
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Click on the library of choice, and it will open
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Double click on an item to display the full record
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Reference types, journal article, conference paper, conference proceedings, report, book, etc.
Buttons allow you to move through the reference list, displaying each full record
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16. 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)
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17. 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)
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Adding records to a library manually
Add a new record by selecting References -- New
or Ctrl + N
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Add a new record by selecting References -- New
or Ctrl + N
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Chose a suitable record template, eg. Journal Article, Book, etc.
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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.
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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
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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
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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.)
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In EndNote, select File -- Import
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Locate the file you have saved by clicking on Choose File
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The folder location in Your computer
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Select the appropriate database & service provider
eg. PubMed via NLM
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You can chose to import all references or discard duplicates
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The new references will be added to your library
Select References -- Show All or Ctrl + H to display the entire library
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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
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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?
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To insert a reference from within EndNote, highlight the reference and click on Insert Citation
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Inserted citation
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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
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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
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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
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Click on the Find button in Style Manager, and you can select styles by subject
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Once you have selected the style, click on Cite While You Write -- Format Bibliography in EndNote
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You will be prompted to select the style for the document
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EndNote will change the in-text citations to the appropriate format, and attach the bibliography at the end of the document
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Searching within a library
EndNote allows you to search for a set of references by author, title, keyword, subject, journal title, year and more
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To search, select References – Search
or Ctrl + F
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Search results are displayed in brief format
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46. 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
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References -- Show Preview will display the bibliography record for an item in a style of choice
References -- Hide Preview will restore the list
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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
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Select Edit -- Preferences -- Display Fields and add the field of choice
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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
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Hold down the Ctrl key, click on records you want to print
The select File and the Output Style required …
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..and select File -- Print
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54. 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
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55. 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
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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
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Adding records using the Connection Files
Only available on v.6 and above
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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.
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To edit a style select File -- Output Styles and the option to edit the currently selected style
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Here you may edit the citation and bibliography styles as needed
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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
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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.”
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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
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64. 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.
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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
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For more information:
EndNote Manual
the official EndNote web site
EndNote Technical Support
EndNote Users’ Mailing List
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