Basic Workshop

1
Basic Workshop
2
Objective
To Learn to use EndNote software to manage
references and easily insert / format citations,
create bibliographies in your publication
3
What is

• A software that
• stores and organizes references found from many
  sources
• inserts these citations into a Word document, and
  
• automatically format your references according to
  a predefined citation style

4
Flow Process in EndNote
Search and save References (eg. PubMed, Web of
Science)
Import
Export
Microsoft Word Cite While You Write
Other citation styles
JAMA / Vancouver citation style
5
5 Steps to Import Citations into your research
paper

1. Install EndNote on your PC/Laptop
2. Create an EndNote Library
3. Collect References and Import into EndNote
4. Insert (Cite) the References in Microsoft Word
5. Change Reference (Citation) Style

6
Step 1 Install EndNote on PC/Laptop

1. Login to NUSNET on NUS campus (login via WebVPN
   for off-campus)
2. Click on http//software.nus.edu.sg/catalogue/sc-s
   etup.exe to install the Software Catalogue Client
   1.2
3. In your PC, go to Start -- gt All Programs ?
   Software Catalogue ? Click on Software Catalogue
   Client 1.2
4. A window opens, entitled Software Catalogue.
5. On the left, under Software Category, click on
   Specialised Applications
6. Click on EndNote X3 to install

7
Step 2 Create an EndNote Library

1. Open EndNote.
2. Click on File ? New... to create a new EndNote
   Library.
3. Enter a filename.
4. Click Save.

8
Step 3 Collect References/Citations

1. Method 1 Search in databases and export
   citations (PubMed)
2. Method 2 Search PubMed directly in EndNote
3. Method 3 Manually enter a Reference

9
Step 3 Collect References/CitationsMethod
1Search in databases and export citations

1. Perform search in PubMed
2. Mark references to be saved
3. From the Display drop-down menu, select MEDLINE.
4. From the Send to drop-down menu, select File.
5. Save the file as a .txt file

10
Method 1 Cond Import into EndNote

• Open an EndNote library previously created.
• To import references, click on . A
  dialogue box Import appears
• Import data file Browse for the saved file from
  PubMed
• Import option Click Other filters. Look for the
  database name PubMed (NLM). Click Choose.
• Click Import. The references will appear in your
  active EndNote Library.

11
Step 3 Collect References/CitationsMethod 2
Search PubMed directly in EndNote

• Valid only for Freely Available Databases
• This Method good for Known Citations
• In an EndNote Library, under Online Search on
  the left, click on PubMed (NLM).
• Enter keyword in search box
• Retrieved records from 1 through XX. Enter the
  desired number for XX.
• All records (relevant?) will be saved into EndNote

12
Step 3 Collect References/CitationsMethod 3
Manually Create a Reference in EndNote

• Useful for working papers / manuscripts which are
  not found in databases
• In an EndNote Library, at the top, click on
  References?New Reference
• Under Reference Type, click on the drop-down
  menu and select accordingly (eg. Web Page)
• Enter information such as author, year, title
• Simply click on X (close the window) and the
  reference will be saved

13
Other Features

• Remove Duplicates
• In an EndNote Library, click References on the
  menu bar? Find Duplicates
• Organise References into Groups (or folders)
• Highlight a reference in EndNote Library
• Right Click? Add References To ? Create Custom
  Group
• Type a group name. Enter.
• Auto-Filtering with Smart Groups
• Compress a Library and Email to Colleague
• Direct Links to Web of Science via Library Proxy

14
CWYW Toolbar in Microsoft Word

• Microsoft Word 2003
• Microsoft Word 2007

15
Step 4 Insert References in Word (Cite While
You Write)

• In an EndNote library, highlight a reference.
• In Microsoft Word, place cursor at insertion
  point.
• Look for the EndNote toolbar
• For Word 2003, click on 4th button Insert
  Selected Citation(s)
• For Word 2007, click on the button Insert
  Citation. Click Insert Selected Citation(s).
• The reference is inserted.

16
Step 5 Change Reference Style

• In Microsoft Word, look for the EndNote toolbar
• For Word 2003 below, click on the 3rd button
  Format Bibliography.
• For Word 2007, go to Style ? Select another
  style
• Under With output style, click Browse...
• Select the desired journal style. Eg. JAMA
• The references are now re-formatted.

17
Other CWYW Features
Customize Citations

• Edit Citation(s)
• Use this command to make any changes inside a
  citation, such as adding page numbers or removing
  author names from author-date citations.
• Edit Library
• Reference(s)
• This command allows
• you to quickly access
• the specific record for
• any selected citation.

18
Other CWYW Features
Additional CWYW Features

• Insert Note
• Use this command to insert explanatory notes to
  be numbered as though they were bibliography
  entries, and then placed in the bibliography.

19
Other CWYW Features
Additional CWYW Features

• Unformat Citation(s)
• This command 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 command is commonly
  used when moving documents between
  word-processing programs.

20
Other CWYW Features
Additional CWYW Features

• Remove Field Codes
• This command 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.

21
Other CWYW Features
Additional CWYW Features

• 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 command to export the references (exclude
  Notes, Abstract, Figure Caption) in this
  traveling library to a regular EndNote library.

22
EndNote vs EndNote Web
Features EndNote EndNote Web
Advantages 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)
23
Help

• Email askalib_at_nus.edu.sg or
• ts.support.asia_at_thomson.com
• LION How to Use EndNote
• LION How to Use EndNote Web
• EndNote X3 Getting Started Guide
• EndNote X3 Tutorial
• - View Online or Download
• EndNote FAQs
• EndNote Discussion Forum

24
More Info!
For assistance with installation via NUS Software
Catalogue, contact itcare_at_nus.edu.sg ? Best
Wishes in Your Referencing Medical / Science
Library Email mdlib_at_nus.edu.sg or
sclib_at_nus.edu.sg Info Desk Tel [phone]