For Dentistry Yr 2
Conducted by
Jonathan Pradubsook
Medical Resource Librarian
Outline
Outline
 What is EndNote?
 EndNote Library
 Useful Features
 References
 Cite While You Write (CWYW)
 Useful Resources & Contact Info
2
What is EndNote?
EndNote Library
Useful Features
References
Cite While You Write
Useful Resources & Contact Info
What is EndNote?
 Introduction to EndNote
 Software & Hardware Requirements
 Steps to Install EndNote on Your PC/Laptop
 Comparison Between EndNote & EndNote Web
3
What
is EndNote?
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
Search and save References
(eg PubMed, Web of Science)
Import
Export
“Cite While You Write”
(using eg Microsoft Word,
OpenOffice.org Writer etc)
5
Comparison Between EN & ENW
6
EndNote X5 vs EndNote Web
Advantages
EndNote X5
EndNote Web
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)
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Software & Hardware Requirements
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
http://www.endnote.com/enword2k7.asp ]
• NUS Software Catalogue
Hardware Requirements:
• Pentium 450 MHz or faster processor
• At least 180MB hard disk free space
• Minimum of 256 MB RAM
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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
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)
g)
Click on EndNote X5 to install
Select Typical installation
Steps to Install EndNote X5 on
Mac
• Follow the installation instructions in:
NUS Libraries EndNote Guide:
http://libguides.nus.edu.sg/content.php?pid=96551
&sid=1067665
What is EndNote?
EndNote Library
Useful Features
References
Cite While You Write
Useful Resources & Contact Info
EndNote Library





Navigate around EndNote X5
Library Window
Reference Window
Groups
Create an EndNote Library
11
Navigation around EndNote X5
• Launch EndNote
Start > Programs > EndNote > EndNote Program
• To retrieve a sample library
C:\Users\Public\Public Documents\EndNote\Examples
12
Library Window
• 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
13
Navigation in Library Window
• 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)
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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
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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
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What is EndNote?
EndNote Library
Useful Features
References
Cite While You Write
Useful Resources & Contact Info
Useful Features




Remove Duplicates
Attach Files to References
Transfer References from EndNote Web
Backup Library
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Other Features
Useful 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 ...
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Useful Features (continue)
• Find Full-Text
• Highlight references you want to locate full-text
•
Click References > select Find Full Text
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Other Features
Useful Features (continue)
• 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….
20
Other Features
Useful Features (continue)
• 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”.
21
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
22
What is EndNote?
EndNote Library
Useful Features
References
Cite While You Write
Useful Resources & Contact Info
References





EndNote Flowchart
Direct Export
Import Text File
Online Search
Manual Data Entry
23
EndNote Flowchart
Direct
Export
INPORT
EXPORT
Import
Text File
Online
Search
Manual
Data Entry
EndNote
Library
Cite While You Write
Word Processor
24
Different Methods to Import (Collect)
References (Citations)
• 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
25
Different Methods to Import (Collect)
References (Citations)
Method
Database
Direct Export [M1]
Import Text File [M2]
SCOPUS, WOS, ERIC,
*PubMed
LINC, PubMed
Online Search [M3]
PubMed
Manual Data Entry [M4]
Sources not in
Databases
26
Different Methods to Import (Collect)
References (Citations)
Not sure which category your database falls into?
EndNote LibGuide
http://libguides.nus.edu.sg/content.php?pid=96551
&sid=1073299
27
Method 1:
Method
1: Direct
Export
- Exercise
Direct
Export
– using
PubMed
FireFox
• At this point in time, Direct Export for PubMed can be done only
using the browser FireFox
28
Method 1:
Method
1: Direct Export - Exercise
Direct
Export
1. Select records, select Citation manager, then Create File
29
Method 1:
Method
1: Direct Export - Exercise
Direct
Export
2. Select open with, browse and choose EndNote
3. Click OK
30
Method 1:
Method
1: Direct Export - Exercise
Direct
Export
4. When prompted to choose an import filter, type “pub”, then choose
PubMed
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Method 1:
Direct Export
32
Method 1:
Direct Export – using SCOPUS
33
Method 1:
Direct Export
34
Method 1:
Direct Export
35
Method 1:
Direct Export
36
Method 1:
Direct Export
37
Method 1:
Method
1: Direct
Export
Exercise
Direct
Export
– using
Web- of
Science
38
Method 1:
Method
1: Direct Export - Exercise
Direct
Export
39
Method 1:
Method
1: Direct Export - Exercise
Direct
Export
• Alternatively
scroll all the
way to the
bottom of the
page
40
Method 1:
Direct Export
41
Other Features
Useful Features Revisited
• 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 ...
42
Method 2:
Import Text Files – using LINC
43
Method 2:
Import Text Files
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 – using PubMed
49
Method 2:
Import Text Files
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 3:
Online Search
(Search Database/Catalog Directly in EndNote X5)
•
Valid only for Freely Available Databases
• 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
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Method 4:
Manual
Data Entry
Manual
Data Entry
(Manually Create a Reference in EndNote X5)
http://www.endnote.com/support/helpdocs/EndNoteX4WinManual.pdf
56
Method 4:
Manual Data Entry
(Manually Create a Reference in EndNote X5)
• 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
57
What is EndNote?
EndNote Library
Useful Features
References
Cite While You Write
Useful Resources & Contact Info
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
58
CWYW Toolbars in Microsoft
Word
• Microsoft Word 2003
• Microsoft Word 2007/2010
59
Understand Cite While You Write Tools
Medical / Science Library
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
Understand Cite While You Write Tools
Medical / Science Library
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
Understand Cite While You Write Tools
Medical / Science Library
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
Understand Cite While You Write Tools
Medical / Science Library
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
Understand Cite While You Write Tools
Medical / Science Library
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
Understand Cite While You Write Tools
Medical / Science Library
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
Understand Cite While You Write Tools
Medical / Science 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.
66
Understand Cite While You Write Tools
Medical / Science Library
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.
67
What is EndNote?
EndNote Library
Useful Features
References
Cite While You Write
Useful Resources & Contact Info
Useful Resources & Contact Info




EndNote VS EndNote Web
Update & Maintenance
Online Tutorials, Guides & FAQs
Contact Info
68
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]
69
Helplines, Online Tutorials, Guides &
FAQs
• Email: askalib@nus.edu.sg / ts.support.asia@thomson.com
• How to Use EndNote
[http://libguides.nus.edu.sg/content.php?pid=96551&sid=723031]
• How to Use EndNote Web
[http://libguides.nus.edu.sg/content.php?pid=96551&sid=723032]
• EndNote X5 Getting Started Guide
[http://www.endnote.com/support/helpdocs/ENX5_GettingStartedGuide_MacWin.pdf]
• EndNote X5 Tutorial (View Online or Download)
[Online:http://www.endnote.com/training/tutorials/EndNoteX5/Menu_970x562/EndNote
X5.html]
[Download:http://www.endnote.com/training/WMVs/ENX5/enx5tutorial_download.asp]
EndNote FAQs
[http://www.endnote.com/support/faqs/index.asp]
70
Contact Info
For assistance with installation via NUS
Software Catalogue, contact
itcare@nus.edu.sg
NUS Libraries
Medical Resource Team
Email: mdlib@nus.edu.sg
Information Desk: 6516 2046
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