Before We Start

Copy a folder onto your desktop• Start > Run > \\libstore\endnote• Copy the folder FASS_SDE to your desktop

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Basic EndNote X3

31 March 2010Aaron Tay

email: askalib@nus.edu.sg

Contents

• Introduction to EndNote• Flowchart• Adding references• Managing references: groups & duplicates• Backing up• Cite While You Write

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EndNote vs EndNote Web

Features EndNote EndNote Web

Advantages Work on references and cite independently of Web shorter processing time

Web-based longer processing & connection time

Full installation on computer. No expiry date

Account expires after you leave NUS

Unlimited no. of references

Max. 10,000 references

Store full-text (e.g. PDF, sound files)

Unable to store full-text

Disadvantages

References stored on local computer. Need to save and move references to another computer

Need internet access

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Citations and Bibliography

• Two places to cite the references you have used:• within a sentence (in-text citation) • at the end of the document (bibliography/references)

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Introduction to EndNote

A software that:• stores and organizes references from many sources• inserts these references into a Word document, and • automatically formats your references according to a

predefined citation (output) style

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Flowchart

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Install EndNote on your PC/Laptop

• Via Software Catalogue• Instructions: www.lib.nus.edu.sg/lion/e/endnoteGuide.html• Mac users:

www.lib.nus.edu.sg/lion/e/endnoteguide.html#Mac• Technical queries (e.g. installation): IT Care

tel: 6516-2080, email: itcare@nus.edu.sg• EndNote queries: askalib@nus.edu.sg

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The EndNote Library

• EndNote Library contains all your references• Note: no limit to no. of references, but <100,000 is

recommended

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Step 1: Create an EndNote Library

a. All programs > EndNote > EndNote Programb. Select Create a new libraryc. Filename: blogging (*.enl)d. Save on desktop

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Step 2: Add References to EndNote Library

MS Word

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Add References: Direct Export

Export directly from databasea. At the database, select the records you wantb. Output/export to EndNotec. Select Open

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Step 2: Add References—Direct Export1

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Step 2: Add References—Direct Export

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Add References: Direct Export

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Add References: Import Text File

Used when cannot export references to EndNote directlya. At the database, select the records you wantb. Export text (.txt) file and save on desktopc. In EndNote, go to File > Importd. Browse and select the .txt filee. Select import option (filter) e.g. Innopac for LINC

For more info: http://www.lib.nus.edu.sg/lion/e/endnoteimport.html

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Step 2: Add References—Import Text File

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Add References: Online Search

• Search free databases (e.g. Medline) and library catalogues (e.g. LINC, Library of Congress) within EndNote

• Cannot preview the titles and select individual references useful only for searching exact titles or authors

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Add References: Online Search

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Add References: Manual Inputting

Used when working papers/manuscripts are not found in databases

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http://www.endnote.com/training/WMVs/ENX3/07-Manual_Data_Entry.wmv

Add References: Manual Inputting

Exercise: article from PERIND

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Step 3: Manage References— Groups

• Create up to 500 custom & smart groups

• Types of Groups:• Automatic groups(Online Search, EndNote Web, Find Full

Text)• Permanent & Temporary Groups• Custom groups• Smart groups

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Groups: Custom Groups

• Create folder to manually categorise references• A permanent group that remains unless deleted

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Groups: Custom Groups

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Drag selected references into custom group

Groups: Smart Groups

• Automatically group references based on your criteria e.g. title contains “social”

Groups: Smart Groups

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Check for duplicate referencesa. Edit > Preferences > Duplicatesb. References > Find Duplicates

Step 3: Manage References—Duplicates

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Backing Up EndNote Library (1)

Method 1: Save a CopyCreates an exact copy of the library xxx Copy.enl and xxx

Copy.Data• File > Save a Copy…

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Backing Up EndNote Library (2)

Method 2: Compress LibrarySaves the library to a single compressed file (including .Data

folder)• File > Compressed Library (.enlx)• To restore: File > Open > Open Library…

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Recap: Adding References to the Library

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• Introduction to EndNote• Flowchart• Adding references• Managing references: groups & duplicates• Backing up and recovering • Cite While You Write• EndNote vs. EndNote Web

It’s Break Time!(try the manual inputting exercise)

Copy Folder

• Start > Run > \\libstore\endnote• Copy the folder FASS_SDE to your desktop• Double click on the sample library blogsample.enl

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Step 4: Insert References in MS Word

Use MS Word to insert citations into your paper

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Cite While You Write (CWYW)

• Create a paper with properly formatted references, 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 MS Word’s Field Shading option

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CWYW Ribbon in MS Word 2007

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CWYW Toolbar in MS Word 2003

Select Format & Create a Bib SectionIn MS Word, select EndNote X3 tab

Select the citation formata. Click on the bottom right corner of Bibliographyb. Format Bibliography > Browse… > APA 5th

Create bibliography section*a. Layout > bibliography titleb. Type Bibliography

*You won’t see the bibliography section until you insert a reference

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Inserting Citations

Method 1: Find Citationa. Search for a word in any field (e.g. title,

author)b. Select the references that you want to

insert into your paper

Method 2: Insert Selected Citation(s)a. In EndNote library, select a citationb. Go to Word and place cursor at insertion

pointc. Click on Insert Citation > Insert selected

citation(s)

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Editing Citations & References

Edit CitationMake changes within a citation, e.g. add page

number, omit author or year

Edit Library Reference(s)Select the citation in your document and click

on this command, to edit this particular reference directly in EndNote

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Summary

• Introduction to EndNote• Flowchart• Adding references• Managing references: groups & duplicates• Backing up• Cite While You Write

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Links & Help

• Programme updates• Output Styles • Import Filters • Connection Files • Microsoft Word Templates

• How to use EndNote• How to use EndNote Web• EndNote X3 Getting started guide & User’s guide• EndNote X3 tutorials: View Online / YouTube / Download• Frequently Asked Questions• Discussion Forum

• Contact NUS Libraries: askalib@nus.edu.sg40

The End!

Thank You

http://bit.ly/Endnote31mar