Basics of the Endnote bibliography and refererence manager program 2013 Attila Skulteti

What can you use it for? Collect bibliographies and articles from various databases Organise and manage the collected data Reuse of the collected data: –Make bibliographies – Write an article using references 2

Endnote Web Web version of the Endnote program, it can be accessed freely if you subscribe to Web of Science or Endnote. Advised to use it, if we dont have the Endnote program installed. It can be syncronised with Endnote. 3

Home Create new account 4

Registration Valid address 5

Registration Make sure, that the password matches the requiments above. 6

Main page 7

Import, select database Online search, we can select the database. 8

Import, search Start search 9

Import, select results Number or records we want to save 10

Import, save We can add the selected references to a group, that way the references will be saved. 11

Import, save Name of the new group 12

Import, the saved references We can look at the saved references under My references 13

Add new reference Finalize the reference with the save button 14

Edit references We can also edit the existing references, by clicking on the title of one. 15

Manage groups We can add, delete, rename and share groups. 16

Share groups with others To start sharing groups, click here 17

Share groups Csoport megosztása Groups shared by others 18

Share groups We can see the shared groups here too 19

Find duplicates Find references, that are present more than once in the database. 20

Format and save We can make a bibliography from any group, with the selected look and file format. 21

Format and save 22

Cite while you write plugin We can download the toolbar for MS Word, this toolbar is installed also, if we install the Endnote program. 23

Export to file We can make a data file from our references, that can be used by other reference manager applications 24

Endnote Program 1. Create new database and collect records: Start menu – All programs – Endnote – Endnote Program

Welcome screen, we can create a new library here, or open an existing one. Lets choose the Create a new library menu

Create a new library We can specify the name and the location of our new library.

The empty database

We can open an existing database in the file menu Under Open Library we can see the history of the recently used libraries, or we can open one with Open Library… 29

-Pubmed -Web of Science 1.b An example to import references into Endnote

Online search Online search modes: -No online search, just local references -Online search only -Integrated online search, the results will be saved to our library right away 31

Online search Select online search Search fields 32

Online online search, results We dont see the result list, we ge only a number of the resulting records. We can select how many we want to download. 33

Online search, results Downloaded references appear here 34

Pubmed, search Search terms Start search

Pubmed, result list Save the selected references (Send to)

Pubmed, save to file Click here to create the file 37

Save file (this window depends on the browser Pubmed, save to file

Pubmed, save to file – location Scpecify the neme and the location of the file, then click save

Pubmed, import From the File menu, select Import…

Pubmed, import, select the correct format Start importing Specify the saved file

Succesful import Pubmed, results

Pubmed import, simple way Selecting Citation manager, instead of File will result a more simle import, Endnote will automatically open the downloaded file. 43

Web of Science, Search Seach word Start searching 44

Web of Science, result list Save selected references to Endnote 45

Web of Science, exportálás If the download doesnt start automatically, click on the Export button 46

Web of Science, results The results will appear in Endnote under imported references 47

Create groups Two kind of groups: –Simple group (group) –Smart group 48

Create groups for references Groups: All references, Unfiled, trash, My Groups, Online searches 49

Create groups Create groups in the Groups menu 50

Create groups, simple group Specify the neme of the group 51

Add the seleceted references to the choosen group Create groups, copy references into groups 52

Create groups, smart group We can specify a condition, to determine what references should be in the group 53

Create groups, smart group For exapmple this group includes the references from 2013 only. This group automatically updates every time we import new references 54

Search duplicates Search duplicates in your references 55

Search duplicates We can choose wich record to keep, the other gets deleted 56

New reference We can create a new reference 57

New reference We can select the reference type 58

Edit references We can edit the references, either in the references menu, or by double clicking on one. 59

Find full-text Endnote can search and download full text for selected references. (Usually from free sources) 60

Find full-text At the selected reference, the pdf full text can be opened. 61

Syncronise Endnote Web and Endnote Start Syncronising Endnote, and your Endnote Web account with this button 62

Syncronise Endnote Web and Endnote Add the and password of the Endnote Web account. 63

Endnote toolbar under Ms Word 64

Insert citation We need to select the reference in Endnote first 65

Insert citation 66

Format… 67

Format… Click on Select Another Style... To select additional formatting templates. 68

Insert more citations Text Bibliography 69

Preferences, setting toolbar to use Endnote Web 70

Endnote Web.. We can search from the references in Endnote Web, and insert them into the document from the results. 71

Than you for your attention! 72