Endnote Workshop II @ HKU

© October 2013

Endnote @ HKU

Workshop II Manage your library

Managing PDF Files

1. Find PDF Full Text p.2

Extra:

Access HKUL E-resources from a Publisher’s website p.4

2. Attach PDF p.5

3. Import PDF Files p.9

Groups

1. Difference between custom and smart groups p.10

2. Create a custom group p.11

3. Create a smart group p.12

Build your Library

1. Find@HKUL: Direct Export p.13

2. Google Scholar: Direct Export p.15

Generate a bibliography p.17

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Discover Organize Write & Cite http://lib.hku.hk/endnote

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Endnote Workshop II 2 HKU Libraries

Managing PDF Files I

Highlight the reference(s) you would like to find full text.

Note: For all references: Hold down Ctrl key + A. For individual references: Hold down the Ctrl key and click the references. For a range of references: Hold down the Shift key.

Click on the Find Full Text icon.

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Exercise 1 Find PDF Full Text

Scenario: You have an Endnote library. Is there an easy way to find the PDF full text of the

articles and attach them along with each reference?

Note the Find Full Text

copyright and usage practice

Use the Find Full Text feature to locate full text to references in the library. PDF full text

may be attached if the article is subscribed by HKUL. Maximum 250 records at a time.

Setup for Find Full Text: In Endnote top bar menu, go to Edit > Preferences > Find Full Text 1. Tick all the 4 full text search

options 2. Enter the URL under

Authenticate with: http://eproxy.lib.hku.hk/login?url=


Section I: Managing PDF Files

Wait while searching is in progress 4

Once Find Full Text is completed, Endnote will display:

● Found PDF: Number of PDFs found.

● Found URL: If EndNote cannot find the full text, the article URL may be inserted.

● Not Found: Number of records with no PDF/URL attached.

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6 A paper clip icon will be shown against

the record with the PDF attached.

Number of PDF files found = ______

?



Access HKUL E-resources from a Publisher’s website

Install the Bookmarklet 1. Go to HKUL Homepage (http://lib.hku.hk) > Research Guides > Access E-resources from a non-HKUL website

2. Drag the bookmarklet button up to your bookmarks toolbar in your browser (or right-click to save it to your favorites toolbar)

3. A new button appears in your toolbar: Or a new item found under your favorite list

4. To redirect through the Libraries' EZProxy server, click this button.

Access

Publisher

HKUL

$$$

E-resources

https://casa.hku.hk/libauth/servlet/authMain?uri=https%3A%2F%2Flib%2Ehku%2Ehk%2Fcgi%2Dbin%2Fezproxy%2Fezpiii%2Ecgi%3Furl%3Dhttp%3A%2F%2Flib%2Ehku%2Ehk%2Fgeneral%2Fresearch%2Fe%2Daccess%2EhtmlC:/Users/yangta/Documents/CDDCC%202005

https://casa.hku.hk/libauth/servlet/authMain?uri=https%3A%2F%2Flib%2Ehku%2Ehk%2Fcgi%2Dbin%2Fezproxy%2Fezpiii%2Ecgi%3Furl%3Dhttp%3A%2F%2Flib%2Ehku%2Ehk%2Fgeneral%2Fresearch%2Fe%2Daccess%2EhtmlC:/Users/yangta/Documents/CDDCC%202005



Press on the Open Link icon (Or, use the shortcut key CRTL + G)

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Exercise 2 Attach PDF

Scenario: The Find Full Text feature is not able to find the PDF files for some of the

references. Is there a way to manually attach the PDF full text to a reference?

Locate and attach the PDF full text to this reference:

Tang, Y., Tan, X. M., Yue, C. W., Li, C. X., Fan, Z. X., & Zhang, Y. Z. (2008). Cloning, sequence, and function analyses of giant panda (Ailuropoda melanoleuca) CD9 gene. Molecular Reproduction and Development, 75(9), 1418-1425.

1 Highlight the reference.

Note that the reference has a

durable URL.

Step 1: Open link to locate PDF

Retrieve document



Publisher is unable to recognize your HKU affiliation. Click on the bookmarklet. 5

HKUL login page triggered. Sign in to access the full text. 6

7 Save the file to S drive



Select the PDF file you have saved in Step 1.

Step 2: Link to PDF full text

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Highlight the reference in your library.

From top bar menu, select References > File Attachments > Attach File.

4 A paper clip icon will be displayed against the reference.



5 To open the PDF file, you can either:

Either: From top bar menu, select References > File Attachments > Open File.

Note: 1. Another way to insert file attachments is to drag and drop the file onto the reference

in either the Library window or the Reference window.

2. You can insert other file types, e.g. Word, Powerpoint, Excel files.

3. Up to 45 files per reference.

4. All file attachments are kept in the Data Folder of the corresponding Endnote library.

Or: In the full record, locate the PDF file under the File Attachments field.


Exercise 3 Import PDF Files

Scenario: Before you began using Endnote, you already have saved a folder of full text articles

in PDF format. Is there an easy way to input these references into your Endnote library?

Import a folder of PDF files to your library. PDF files with a valid Digital Object

Identifiers (DOI) will be converted into EndNote references.

Select File > Import > Folder (Note: To import a single PDF file, select File > Import > File)

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Choose the folder “PDF files” from S:Endnote Workshop II

Click on Import 4

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Select PDF as the Import Option. 3

Files with DOI contain the

basic bibliographic information.

5 The files with no DOI have the pdf filename under the title field.

The paper clip icon indicates the PDF files have been imported to the library.


Section II: Groups

Groups II

Custom Groups Smart Groups

Create the group Manually add references to

a group. Specify criteria - references

meeting the criteria will automatically be added to the group.

Updates Done manually ● The group will not be updated

unless you manually add or remove references.

Updates automatically ● Dynamically update the group

as new references are added to the library.

Applications (Some examples)

● Keep a list of good readings

● Remind yourself that this list requires special attention.

● Group references matching certain keywords

● Group references by

publication period.

Number of groups Maximum 5,000 groups (custom and smart groups combined)

1. Difference between Custom and Smart Groups

Scenario: Your Endnote library contains references on different topics or purposes. To get

more organized, you would like to create subsets and group the references.

Solution: Groups feature is a great way to organize your references, especially for huge

Endnote libraries. There are two types of groups: Custom and Smart Groups.


Section II: Groups

Exercise 4: Create a Custom Group

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From top bar menu, select Groups > Create Group 1

Enter name of the group.

3 Find the references and then add them to this group by selecting

Groups > Add References To > A custom group

(Note: Or, you can Drag and drop it to the group)

(a) Create a custom group by the name “5-star readings”

(b) Add the following references to this custom group

Begg, G. S., Reid, J. B., Tasker, M. L., & Webb, A. (1997). Assessing the

Vulnerability of Seabirds to Oil Pollution: Sensitivity to Spatial Scale. Colonial Waterbirds, 20(2), 339-352.

Cardellicchio, N. (1995). Persistent contaminants in dolphins: An indication of chemical pollution in the mediterranean sea. Water Science and

Technology, 32(9-10), 331-340.

Hall, M. A. (1998). An ecological view of the tuna-dolphin problem: impacts and trade-offs. Reviews in Fish Biology and Fisheries, 8(1), 1-34.


Section II: Groups

Create the smart group for Dolphins

Exercise 5: Create a Smart Group

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From top bar menu, select Groups > Create Smart Group 1

(a) Change group name (b) Enter search criteria

Create two smart groups:

(a) Seabirds (b) Dolphins

(c) Click on Create

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Create the smart group for Seabirds

Number of references in the smart groups:

Dolphins = _________ Seabirds = _________

Note: Removing a reference from a smart group will move it to the trash.


Exercise 6

Find@HKUL: Direct Export

Build your library III

Step 1 Search Find@HKUL

and select records

Step 2 Direct Export

to Endnote

Step 1 Search Find@HKUL and select records

1 Enter your search statement

2 Mark the desired records 3 Open the e-Shelf


Section III: Build your library

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Open the pull-down menu and

choose Push to Export RIS

Click on Open

Step 2 Export records to Endnote

Select the records

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3 Click on Go

4 Click on OK

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6 The results will be imported into your Endnote library


Section IV: Build your library

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Under Library links 1. Search for HKU 2. Select Hong Kong University - Find it @ HKUL

Under Search results > Bibliography manager 1. Select Show links to import citations into 2. Choose Endnote from the pull-down menu.

Go to http://scholar.google.com and click on Settings

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Exercise 7 Google Scholar: Direct Export

Step 0 Set up Scholar preferences

Step 1 Search Google Scholar

Step 2 Direct Export

to Endnote

4 Save the settings.


Section IV: Build your library

Click on Import into Endnote (Note: Google Scholar allows exporting one record at a time.)

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The record will be imported into Endnote 3

Step 1 Search

Click on Open 2

Step 2 Direct Import into Endnote

Find full text

Click on "Find it @ HKUL" or “More” to find fulltext.

(Note: Do not click on the title.)

Dolphin pollution

Find it@HKUL

Find it@HKUL


Open a document in Word. Put the cursor where you would like the references to

appear, and choose Paste (or, simply press Ctrl+V).

From the top bar menu, choose Edit > Copy Formatted (Or, simply press Ctrl+K)

Highlight the desired references. (To select all references, press Crtl+A.)

Select the desired output style in your Endnote library.

Generate a bibliography IV

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Questions on Endnote?

On-site: Information Counter

Level 3, 3/F Main Library.

Telephone: 2859-2203

Email: [email protected]

Wiki@HKUL: kb.lib.hku.hk/wiki/Endnote

A great place to share experience in the use of Endnote and to explore the FAQ on this wiki platform!

WIKI@HKU

Training and Support: lib.hku.hk/endnote/support.html

Learn from the online tutorials and quick guides!

Use of HKUL E-resources is restricted to purposes of research and education.

Other uses and excessive downloading are strictly

prohibited.

Violators will lose library privileges, face

disciplinary actions and may be prosecuted.

True or

False?

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Endnote Workshop II @ HKU

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