endnote x2 workshop for cofm staff 8 jan 09 stephanie ng (medical resource team)

EndNote X2 Workshop for COFM Staff8 Jan 09

Stephanie Ng (Medical Resource Team)

Outline

What is EndNote?

EndNote Library

References

Other Features

Cite While You Write (CWYW)

Useful Resources & Advisory Service

Outline

What is EndNote? Introduction to EndNote Software & Hardware Requirements Steps to Install EndNote on Your PC/Laptop Comparison Between EndNote & EndNote Web New Features of EndNote X2

What is EndNote? EndNote Library

ReferencesOther Features

Cite While You WriteUseful Resources & Advisory Service

A bibliographic management tool that:

• stores and organizes citations found from many sources

• inserts these citations into a Word document, and

• automatically format your references according to a predefined citation style

Introduction to EndNote

Software Requirements:• Windows XP with SP2 or Vista• Microsoft Word 2003 or 2007• 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

Steps to Install EndNote X2 on PC/Laptop

a) Login to NUSNET on NUS campus

b) If you have not installed any software licensed to NUS before, click on http://software.nus.edu.sg/catalogue/sc-setup.exe to install the Software Catalogue Client 1.2

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 X2 to install

http://software.nus.edu.sg/catalogue/sc-setup.exe

New Installation[http://libpweb1.nus.edu.sg/lion/e/Step1detailed.pdf]

Windows XP with Microsoft Word 2003

Comparison Between EN & ENW

• Search for references easily with new integrated tab

• Quickly initiate an Online Search

• Use Smart Group to view and manage references

• Track new and updated features with the Auto Date Stamp

• View library and record summaries

• Compress your EndNote library and attach it to an email automatically

• New reference types: Aggregated Database, Blog, Catalog, Pamphlet, Serial Publication and Standard

New Features of EndNote X2

EndNote Library


References Other Features

Cite While You Write Useful Resources & Advisory Service

Navigation in EndNote X2 Library Window Reference Window Groups Create an EndNote Library

• Launch EndNoteStart > Programs > EndNote

> EndNote Program

• To retrieve a sample libraryi. Start > Search

i. Key in Sample_Library.enl

OR

C:\document and settings\All users\Documents\EndNote\Examples\

Navigation in EndNote X2

• 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

Library Window

Groups Pane

References List Pane

Tab Pane

Menu ToolbarEndNote WindowLibrary Window

Status Bar Hide/Show Tab Pane

• 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.

► Only 1 reference is displayed in the preview pane at a time (if multiple references are selected, only the active reference is displayed)

Navigation in Library Window

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

• 45 different reference types

• Up to 52 fields per reference

• Only 1 graphic or file in the Figure field

Reference Window

Reference Fields

MenuToolbar

EndNote WindowReference Window

Hide/Show Empty Field

Status Bar

Record NumberReference Type List“Previous” & “Next”

Reference Buttons

Groups

• Allow up to 500 custom & smart groups to a library

• Types of Groups:• Automatic Groups

(Permanent & Temporary)• Custom Groups• Smart Groups• Online Search• EndNote Web

Create an EndNote Library

a)Click on File > New... to create a new library

b) Enter a filename (.enl)

c) Select location to save the library (eg Desktop)

d) Click Save

References




EndNote Flowchart Direct Export Import Text File Online Search Manual Data Entry

EndNoteLibrary

DirectExport

ManualData Entry

OnlineSearch

ImportText File

Cite While You Write

Word Processor

INPUT

OUTPUT

EndNote Flowchart

• Method 1: Direct Export eg Search in databases and export citations

• Method 2: Import Text File

• Method 3: Online Search eg Search PubMed directly in EndNote

• Method 4: Manual Data Entry eg Manually enter a Reference

Different Methods to Collect References (Citations)

Method 1: Direct Export

Method 1: Direct Export - ExerciseMethod 1: Direct Export - Exercise

Method 2: Import Text File

a)Perform search in PubMed

b)Mark references to be saved

c)From the Display drop-down menu, select MEDLINE.

d)From the Send to drop-down menu, select File.

e)Save the file as a .txt file

http://libpweb1.nus.edu.sg/web/portlet/digitalLib/Proxy/Proxy.jsp?url=http://www.ncbi.nlm.nih.gov/entrez/query.fcgi

Method 2: Continue…Import into EndNote X2

a) Launch EndNote X2.

b) Open the EndNote Library created in Step 2.

c) To import references, click on . A dialogue box “Import” appears.

i. Import data file: Browse for the saved file from PubMed

ii. Import option : Click Other filters. Look for the database name PubMed (NLM). Click Choose.

d) Click Import. The references will appear in your active EndNote Library.

a) Perform search in LINC

b) Select records to be saved

c) Click on Save Marked Records

d) Select Export Saved List

e) Check on EndNote button

f) Key in your MS Outlook email address, then click on Submit button

g) Open your email, File > Saved As…> .txt

h) Launch EndNote X2

Method 2: Import Text Files - Exercise

h) File > Import

i) Import data file: browse from .txt file saved

j) Import option: click Other filters. Search for Innopac

k) Click Choose button

l) Click Import button. The references will then appear in the active EndNote Library.

Method 2: Continue… Import Text Files - Exercise

Method 2: Import Text Files - Exercise

Method 3: Online Search(Search PubMed Directly in EndNote X2)

• Valid only for Valid only for SelectedSelected Databases Databases

• This Method good for This Method good for KnownKnown Citations Citations

a) In an EndNote Library, under Online Search on the left, click on PubMed (NLM).

b)Enter keyword in search box

c)Retrieved records from 1 through XX. Enter the desired number for XX.

d)NOTE: All records will be saved into EndNote Library

Method 3: Online Search

Manual Data Entry

http://www.endnote.com/training/WMVs/ENX2/06-Manual_Data_Entry.wmv

Method 4:Manual Data Entry (Manually Create a Reference in EndNote X2)

Method 4:Manual Data Entry (Manually Create a Reference in EndNote X2)

• Useful for working papers / manuscripts which Useful for working papers / manuscripts which are not found in databasesare 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

Other Features




Remove Duplicates Attach Files to References Transfer References from EndNote Web Backup Library

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 ...

Other Features

Other Features

• Transfer References from EndNote Web• Edit > Preferences > EndNote Web

Other Features (continue)

Other Features

• Transfer References from EndNote Web


EndNote Web to EndNote

EndNote to EndNote Web

Other Features

• Backup Library

Save the complete Library to a single compressed file (.enlx), including .DATA folder.

• To backup : File > Compressed Library > Create

• To decompress: File > Open > Open Library….


Cite While You Write




CWYW Toolbars in Microsoft Word Cite References in Microsoft Word Change Reference Style Edit Citation in Microsoft Word Understand CWYW Tools

CWYW Toolbars in Microsoft Word

• Microsoft Word 2003

• Microsoft Word 2007

CWYW: Cite References in Worda) In an EndNote X2 library, highlight a

reference.

b) In Microsoft Word, place cursor at insertion point.

c) Look for the EndNote toolbari. For Word 2003, click on 4th button Insert Selected

Citation(s)

ii. For Word 2007, click on the button Insert Citation. Click Insert Selected Citation(s).

d) The reference is inserted.

Change Reference Style

a) In Microsoft Word, look for the EndNote toolbar

i. For Word 2003 & below, click on the 3rd button Format Bibliography .

ii. For Word 2007, go to Style: > Select another style

b) Under With output style, click Browse...

c) Select the desired journal style. Eg. New England J Medicine (New England Journal of Medicine)

d) The references are now re-formatted.

Edit Citations in Word

a) For Word 2003 & below, click on the 5th button on the toolbar Edit Citation(s)

b) Select the reference which is to be removed and click Remove

c) The reference will be removed and all other references will be automatically re-arranged

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.

Medical / Science LibraryUnderstand 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 titles 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.


Edit 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 explanatorynotes to be numbered as though they were bibliography entries, and then placed in the bibliography.


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.


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.


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


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.

Generate Figure List

If you insert a new figure reference, all of the figures in the document will automatically be updated, but if you delete or move a figure reference you will need to force an update of the figure numbering and placement. Use the Generate Figure List tool to do this.



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 e-mail 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 & Advisory Service




EndNote VS EndNote Web Update & Maintenance Online Tutorials, Guides & FAQs Advisory Service

EndNote X2 vs EndNote Web

EndNote X2 EndNote Web

Advantages Work 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

Disadvantages References 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)

Update & Maintenance

• Program Updates & Patches[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]

Online Tutorials, Guides & FAQs• LION – How to Use EndNote [http://libpweb1.nus.edu.sg/lion/e/endnoteGuide.html]

• LION – How to Use EndNote Web[http://libpweb1.nus.edu.sg/lion/e/endnotewebguide.html]

• EndNote X2 Getting Started Guide[http://www.endnote.com/support/helpdocs/ENX2GettingStartedGuideWin.pdf]

• EndNote X2 User’s Guide[http://www.endnote.com/support/helpdocs/EndNoteX2WinManual.pdf]

• EndNote X2 Tutorial (View Online or Download)[Online: http://www.endnote.com/training/tutorials/EndNoteX2/EndNote_X2.asp][Download:http://www.endnote.com/training/WMVs/ENX2/enx2tutorial_download.asp]

• EndNote FAQs [http://www.endnote.com/support/faqs/index.asp]

Advisory Service

Please contact

•Lee Seok Hong (email: [email protected] )•Stephanie Ng (email: [email protected] ) • Mailbox : [email protected]

OR

• Approach Information Duty Officer in Medical/Science Library

THANK YOU