Endnote Workshop III @ HKU

© September 2012

Endnote @ HKU

Workshop III Endnote Advanced

Build your library Exercise 1 p.2 - Method: Online Search - Database: ISI Web of Science Exercise 2 p.4 - Method: Direct Export - Database: Google Scholar Create a bibliography p.6 - Method 1: Drag and drop - Method 2: Copy and paste - Method 3: Export references - Method 4: Preview / Print Create a travelling library p.10 Extra: Questions on Endnote? p.12

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

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Endnote Workshop III 2 HKU Libraries

Section I: Build your library

Build your Endnote Library I

Note: To search remote databases via Endnote, you must:

(A) Download the HKU Connection files 1. Point to the EndNote@HKU page at http://lib.hku.hk/endnote 2. Click on Download Endnote 3. Click on HKU Connection Files 4. Download and unzip the file 5. Add the files to C:\ Program Files \ Endnote X6\ Connections Folder (B) For remote access 1. Establish a HKU VPN connection before you search. 2. Find out more about HKU VPN - http://www.its.hku.hk/services/network/remote/hkuvpn2 .

Step 1 Connect to a database and

search

Step 2 Retrieve and transfer

results to Endnote

Exercise 1 Online Search

Build your library

• Method: Online Search • Database: ISI Web of Science

What is Online Search?



Select the database from the list. Then, click on the Choose button.

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Enter Web of Science into the search box and then press Enter. (Note: All connection filenames customized for HKU users precede with hkul.)

Complete the Search template.

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Click on Online Search icon.

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Once the search is completed, it will show the number of records retrieved. 5 6 Click OK to retrieve the results.



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Under Library links: 1. Enter HKU. Click on the Find button 2. Select University of Hong Kong Libraries - HKU Webbridge.

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

Once done, click on Save

Exercise 2 Google Scholar

Build your library

• Method: Direct Export • Database: Google Scholar http://scholar.google.com

Step 0: Set up Scholar preferences

Click on Settings

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Google Scholar allows exporting one record at a time. Click on Import into Endnote 1

The record will be imported into Endnote 3

Enter a search statement in Google Scholar

Step 1 Search

Click on Open 2

Step 2 Direct Import into Endnote

If you’ve found a full text article in Google Scholar, vote of thanks should go to...

Google

Vote of Thanks

HKUL


Section II: Create a Bibliography

Method I Drag and Drop Instantly transfer a bibliography to Word

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In your Endnote library, select the desired output style, e.g. APA 6th

Highlight the desired references. Note: To select ● All references, press Crtl+A. ● Adjacent references, press “Shift” + select

range of the references ● Individual references, press “Crtl” + select the

references

Hold down the Crtl key on your keyboard as you drag the references from the library and drop them to the Word document. Note: If you do not hold down the Crtl key, only the temporary citations will be

transferred.

Create a bibliography II



Method II Copy and Paste Quickly copy references to a Word document

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4 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.



Method III Export references Export references from a library as RTF, Text Only, HTML, or XML

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3 Save the file

In your Endnote library, choose File > Export from the top menu.

Highlight the desired references in the Library window. (If no references have been highlighted, the entire library will be exported.)

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(d) Click on Save.

(a) Enter the filename.

(b) Select the file type. - TXT: For draft purposes. - RTF: Preserves format and can be edited using Word. - HTML: For posting reference lists on the Web. - XML: Exports in a proprietary EndNote XML format.

(c) Select the output style, e.g. APA 6th. Note: Output styles used in the Endnote library

will be available in the pull-down menu.



Method IV Preview / Print Preview and/ or print references from a library

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3 From the top bar menu, choose

(a) File > Print Preview (for onscreen preview)

(b) File > Print (for sending a copy to the printer)

Select the desired output style in your Endnote library.

Highlight the desired references in the Library window. (Note: If no references have been highlighted, the entire library will be printed.)


Section III: Create a Travelling Library

Travelling Library What is a travelling library?

● Contains only references that have been cited in a Word document. ● Each reference will have all information, except Notes, Abstract, Figure,

Caption, attachments.

Why use travelling library?

● Create a specific Endnote Library for citations used in a paper. ● Export the references from colleagues’ formatted papers to your own Endnote

Library.

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Received draft article from Michael. My next step would be: ● Export useful references to a

travelling library. ● Write up my part

Return the Word document

to Michael

Article: Version 1

Article: Version 2

I have finished writing up my part for the journal article. I am sending this draft to Tim, my co-author, for his input.

Michael Tim

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How to create a travelling library? Step 1 Export from Word Click on the Export Travelling Library icon. Step 2 Save the travelling library

(a) Select A new Endnote library and then click OK.

Note: A new EndNote library is recommended, as you can review the records before adding them to an existing library.

(b) Save it with a new filename.



How to create a travelling library? Step 1 Export from Word (a) Go to the Endnote X6 tab > Tools group. (b) Select Export to Endnote > Export Traveling Library Step 2 Save to a new Endnote library (a) Select A new Endnote library and then click OK.

Note: A new EndNote library is recommended, as you can review the records before adding them to an existing library.

(b) Save it with a new filename.

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!

Endnote Workshop III @ HKU

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