2 1 working in an end note library

EndNote Essentials

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Prepared by: Abdelmonim Awad Osman

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This chapter covers the following topics. Starting EndNote and opening a library Navigating the Library window Selecting a Library window layout Sorting references Selecting and opening a reference in the EndNote

library Closing a reference

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Starting EndNote and Opening a Library

From the Start menu, select All Programs > EndNote > EndNote Program to display the following dialog.1. Select the “Open an existing library” option to go

to the Examples folder.

2. Select and open the compressed file called Sample_Library_X6.enlx to extract the uncompressed library files called Sample_Library_X6.enl and Sample_Library_X6.Data.

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Alternative Method From the Help menu, select the Show Getting

Started Dialog command. Select the “Open an existing library” option to go to

the Examples folder. Select and open the compressed file called

Sample_Library_X6.enlx to extract the uncompressed library files called Sample_Library_X6.enl and Sample_Library_X6.Data.

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Navigating the Library WindowWhen you open the sample library, you will

see the Library window listing all of the references that the library contains.

The Library window includes four work areas: Groups panel Reference List panel Tabs panel Search panel

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Navigating the Library WindowThe options on the Tabs panel depend on the

layout that you select from the Layout menu located in the lower right-hand corner.

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Navigating the Library Window

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Reference List PanelThis panel displays a multi-column list of

references. By default, the first column in the reference list shows a Read/Unread indicator followed by: Paper clip icon (for references that include an

attached file) Author’s last name, first name, initial (all names

are shown) Year Title

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Reference List PanelRating Journal name or secondary title Reference type URL Last updated

You can changes the order of the fields that display in the reference list by selecting from the Edit menu > Preferences > Display Fields.

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Reference List Panel

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Reference List Panel

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Reference List PanelYou can browse through the reference list by

first selecting a reference, and then using the scroll bar, the scroll arrows, or the Page Down, Page Up, Home, End, and Arrow keys.

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Tab PanelThis panel displays:

A Reference tab for editing a reference A Preview tab for viewing formatted references An Attached PDFs tab for viewing PDF files

attached to a reference A paper clip icon for attaching files to a reference

(only PDF files appear in the Tabs panel after you attached a file)

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Tab Panel - Preview Panel You can easily see more details about a

reference by highlighting the reference and selecting the Preview tab.

The Preview tab uses the current output style to display the selected reference, as it is formatted in a bibliography.

EndNote’s output styles represent the rules for creating bibliographies for a variety of journals and other publications.

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Tab Panel - Preview Panel The styles determine how your references look

when you print, export, preview, or create bibliographies.

To select a different output style, go to the toolbar and select one from the Output Styles menu.

The Output Style menu displays your “favorite” output styles, but you can choose “Select Another Style” to pick from other installed files.

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Tab Panel - Preview Panel A typical installation installs only the most

popular output styles, but more than 5,000 output styles are available in EndNote.

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Tab Panel - Preview Panel

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Tab Panel - Reference Panel You can quickly edit your references by

clicking on the Reference tab. Most functionality is the same as working in

the Reference window. Enter text in a field by clicking on the field.All commands are available via the menus

including contextual menus. The Reference panel displays the contents of

the highlighted reference.

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Tab Panel - Reference Panel Each part of the reference is stored in its own

field, and the reference type is displayed below the title bar.

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Tab Panel - PDF Viewer Panel The PDF Viewer panel allows you to open and

view PDF files attached to the current reference.

Later we'll see Working with PDF Files for more information.

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Tab Panel - PDF Viewer Panel The PDF Viewer panel allows you to open and

view PDF files attached to the current reference.

Later we'll see Working with PDF Files for more information.

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Search PanelThe Search panel allows you to search for

references from a particular EndNote library.By default, the Search panel displays at the top

of the EndNote window. Click the Show Search Panel and Hide Search

Panel buttons to toggle between the two views.

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Search Panel

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Search Panel

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Search PanelThe Search panel consists of the following

items: Logical Operator List Field List Comparison List Search Fields Search Set List Match Case Match Words

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Search Panel

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Search PanelTo begin a search of your EndNote library,

select the group of references you want to search and then select Search Library from the Tools menu.

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Search Panel

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Integrated Library & Online Search Mode

Search Panel

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Local Library Mode

Search Panel

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Online Search Mode

Search Panel

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Search Panel

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Search Panel

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Search PanelTo begin a search of an online database, click

on the database name in the Groups panel under Online Search or go to the Tools menu and select Online Search.

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Search Panel

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Saving Search StrategiesThe Save Search and Load Search commands

accessed with the Options button allow you to save the settings currently on the Search panel and recall them for later use.

Most of the options on the Search panel are saved, including the search terms; how-ever, the target of the search (the EndNote library or online database) is not saved.

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Saving Search StrategiesTo save a search:

1. Configure the Search panel.

2. Click the Options button and select Save Search.

3. A dialog appears, prompting you to name the search strategy. Enter or edit the name and click Save.

The search files are saved by default in the EndNote\

Searches folder in the Windows Application Data folder.

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Saving Search StrategiesTo save a search:

You may save them elsewhere if you prefer, but EndNote will open to this Searches folder when you choose to Load a saved search. EndNote adds ".ENQ as the file name extension for saved searches.

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Saving Search Strategies

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Selecting a Library Window Layout Click the Layout button in the lower right-

hand corner of the Library window to display a menu that lists six different layout options.

Groups Panel Left / Off: This layout allows you to hide or show

the Groups panel. You can use this option in combination with any of the other layout options.

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Selecting a Library Window Layout Reference Panel

Right: This layout allows you to combine the Reference, Preview, and PDF Viewer tabs as one panel to the right of the Reference list in a columnar arrangement. This is the default layout option.

Right - Split: This layout allows you to arrange the Reference/Preview tabs and the PDF Viewer panel to the right of the Reference list in a columnar arrangement.

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Selecting a Library Window Layout Reference Panel

Bottom: This layout allows you to combine the Reference/Preview tabs and the PDF Viewer tab in a split arrangement below the Reference list.

Bottom - Split: This layout allows you to combine the Reference, Preview, and PDF tabs in one panel below the Reference list.

Off: This layout allows you to hide the Reference, Preview, and PDF Viewer panels. EndNote displays only the Groups panel and the Reference list side- by-side.

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Selecting a Library Window Layout

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Sorting ReferencesYou can sort references by clicking on a

column heading such as Author, Year, or Title. Click the Author column heading to change

the current Author sort from ascending order to descending order.

Click the Year column heading to see the references sorted in descending order based on the year of publication.

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Sorting ReferencesClick the Read / Unread column heading to

sort either your Read or Unread references to the top.

Click the Author column heading to return the sort order of the library to an alphabetical list sorted by the author names.

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Selecting and Opening a ReferenceTo work with specific references, you must

first select them in the Library window. There are different ways to select a reference,

such as: 1. Clicking on the reference using the mouse;

2. Using the arrow keys; or

3. Typing the first few letters found in the field by which the library has been sorted.

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Selecting and Opening a ReferenceTo see how this works, click any reference to

select it. Press the Up or Down Arrow to select the previous or next reference.

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Selecting and Opening a ReferenceTo find and display a reference:

Select the reference by Glover M. Allen. Now that the reference is selected, there are a number of things you can do such as view its contents, copy, cut, delete, or edit it.

Open the selected Allen reference by pressing the Enter key or by using the Edit References command on the References menu.

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Selecting and Opening a Reference

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The Reference window opens to display all of the information associated with the reference.

Selecting and Opening a ReferenceThis is where you enter or edit information for

a reference. To view the rest of the reference, use the

mouse to scroll down the Reference window or press the Tab key to move forward from one field to the next.

Press Shift+Tab to move backward through the fields.

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Selecting and Opening a ReferenceClick the Show Empty Fields / Hide Empty

Fields button to toggle between showing all fields in the reference or only those fields that contain data.

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Closing a ReferenceClose the reference. You can do this in one of

these ways: Click the X close button in the upper corner of the

Reference window. From the File menu, select Close Reference. From the keyboard, press Ctrl+W. EndNote prompts

you to save your changes.

Note that many of the menu commands have a keyboard equivalent next to them.

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Resources EndNote Help

QUT Library EndNote http://www.library.qut.edu.au/services/endnote/index.jsp

EndNote ManualIn Windows: Start > Programs > EndNote > Getting Started

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ResourcesEndNote site support

http://endnote.com/support/search-knowledgebase

EndNote Tutorial Library http://endnote.com/if/endnote-video-training

EndNote Online User Manualhttp://endnote.com/if/online-user-manual

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ResourcesEndNote X6 - Thomson Reuters EndNote

X6 Help User Guide C:\Program Files\EndNote X6\EndNoteX6WinHelp.pdf

UWS University of the West of SCOTLANDhttp://www.uws.ac.uk/workarea/downloadasset.aspx?

id=2147511905

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2 1 working in an end note library

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