1. 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

2. Objectives Overview EndNote Library References Cite While You Write
Other Features

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

4. 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

5. 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

6. NUS EndNote Guide

7. Software & Hardware Requirements
Software Requirements #:
Windows XP SP3, Vista or 7 with latest service packs
Microsoft Word 2003, 2007 or 2010 #
NUS Software Catalogue
Hardware Requirements:
Pentium 450 MHz or faster processor
At least 180MB hard disk free space
Minimum of 256 MB RAM
Internet or LAN connection

8. New Installation

9. New Installation Microsoft Office 2007 ONLY
Microsoft Office 2007 ONLY

10. 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

11. 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

12. EndNote for Mac Follow the installation instructions:[

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

14. Launch EndNote
Start > Programs > EndNote > EndNote Program

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

16. 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

17. 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

18. Reference Window EndNote Window Reference Window Reference Type List
Reference Fields
Reference Window
Reference
Type List

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

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

21. Import PDF File Folder File
Folder
File

22. Import PDF File

23. Direct Export

24. Import Text File - LINC

25. Import Text File - PubMed

26. Change from “Search” to “Online Search”
Change to 10
Change from “Search” to “Online Search”

27. 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

28. Manual Data Entry

29. 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

30. 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]

31. CWYW Toolbars in Microsoft Word

32. 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

33. 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

34. 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

35. 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

36. 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

37. 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

38. 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

39. 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

40. 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

41. 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

42. Additional CWYW Features
Preferences
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.

43. 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

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

45. 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…

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

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

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

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

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

51. EndNote Web

52. EndNote Web Copy references from EN to ENW, and vice versa
Copy references from EN to ENW, and vice versa
To configure settings:
Edit > Preferences… > EndNote Web

53. EndNote Web ENW to EN EN to ENW
ENW to EN
EN to ENW

54. 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!

55. Update & Maintenance Program Updates & Patches Output Styles[
Output Styles [
Import Filters [
Connection Files [
Microsoft Word Templates [
EndNote Term List [

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

57. Help
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

58. Thank You Wish you all the best! http://bit.ly/endnote23sep Aaron Tay
Tel: