Online Guide

Installing EndNote for PC 2 For installation issues, contact NUS IT Care Tel: ,

NUS Libraries EndNote Team Tel: Fundamentals of EndNote X5 with CWYW using MS Word 2007

Outline PART I [presented by Winnifred Wong] Introduction to EndNote & workflow Adding references to your library Managing references: groups & duplicates PART II [presented by Patrick Pu] Cite While You Write Backing up and recovering EndNote vs. EndNote Web 4

Introduction to EndNote A software that: stores and organises references from many sources inserts these references into a Word document, and automatically formats your references according to a predefined citation style 5

Workflow 6

Citations & Bibliography Two places to cite the references you have used: within a sentence (in-text citation) at the end of the document (bibliography/references) 7 Bibliography/Reference Herring, S. C., & Paolillo, J. C. (2006). Gender and genre variation in weblogs. Journal of Sociolinguistics, 10 (4), Bibliography/Reference Herring, S. C., & Paolillo, J. C. (2006). Gender and genre variation in weblogs. Journal of Sociolinguistics, 10 (4), In-text Citation Herring and Paolillo (2006) found that the genre of a web entry, rather than the gender of the writer, affects the style of writing. In-text Citation Herring and Paolillo (2006) found that the genre of a web entry, rather than the gender of the writer, affects the style of writing.

The EndNote Library Contains all your references. No limit to number of references, but <100,000 is recommended 8

Step 1: Create an EndNote Library a.All programs > EndNote > EndNote Program b.File > New c.Filename: Project (*.enl) d.Save 9 Hands-on

Step 2: Add References to the Library 10 Direct Export Direct Export Import.Txt File Manual Inputting EndNote Library Cite While You Write MS Word/Open Office Import PDF Online Search

Method 1: Direct Export Export references directly from a database. Steps: 1. At the database, select the records you want 2. Save, output, export or send to EndNote (The EndNote option may also be labeled as “RIS”) 3. Click “Open” to transfer records to your EndNote library 11

Method 1: Direct Export WOS 1. Mark the records 2. Click on EndNote

Method 2: Import.txt File Used when references cannot be exported to EndNote. Steps: 1.At the database, select the records you want 2.Export file and save on desktop. (File format is usually.txt, but for PubMed, it’s.nbib ) 3.In EndNote, go to File > Import 4.Browse and select the.txt file 5.Select Import option > Other filters e.g. PubMed (NLM) 13 Which filter to use?

Method 2: Use a Filter 1. Mark the records 2. Choose Citation manager 3. Create file PubMed

Method 3: Online Search Search free databases and library catalogues (e.g. LINC, Library of Congress) Steps: 1.Go to Online Search > More 2.Select a free database or catalogue, e.g. NATL U of Singapore 3.In the online search pane, search by exact title of book 15 NATL

Method 3: Online Search 16 Select more Search by the exact title

Method 4: Import PDF Files Extracts references from PDF files PDF must contain a Digital Object Identifer (DOI) and is not a scanned document. Steps: 1.In EndNote, go to File > Import 2.Choose either file or folder, and Import Option > PDF Note: If the author, title, journal, etc, fields are not auto- populated, the PDF is of the wrong format 17

Method 4: Import PDF Files 18

Method 5: Manual Inputting 19 Link to the video:

Add References to the Library (Re-Cap) 20 Direct Export Direct Export Import Text File Manual Inputting EndNote Library Cite While You Write MS Word Import PDF Online Search Most major databases Google Scholar Some databases e.g. Factiva, BAS Only for PDFs with DOI no. and is OCRable Library catalogues e.g. NUS, LOC Use as last resort

Managing References: Custom Groups Create folders to group (categorise) references 21 Go back to All References. Select references and drag into custom group. Alternatively, right click on the references > add references to.

Managing References: Smart Groups Automatically group references based on your search criteria, e.g.: author/year/title contains/is/word begins with… Note: Any references added to EndNote will be automatically filed in the group, with immediate effect

Step 3: Duplicate References To find duplicates: References > Find Duplicates 23

Recap 24 PART I Introduction to EndNote & workflow Adding references to your library Managing references: groups & duplicates PART II … coming up in 5 mins Cite While You Write Backing up and recovering EndNote vs. EndNote Web

Cite While You Write (CWYW) 25 i.Use MS Word to insert citations into your paper ii.Create a paper with properly formatted references, bibliography, figures & tables iii.To differentiate citation and bibliography fields, change the MS Word’s Field Shading option. iv.Do NOT edit the references in MSWord, but in EndNote Library only.

Setting for Field Shading in Word 26 > Word Options > Advanced > Show document content Field shading > change to “Always” [Word 2007]

EndNote Tab & Field Shading If EndNote is properly installed, you will see the EndNote tab in Word After you add references, Field shading shows up as text highlighted in grey. 27

Inserting Citations 28 Method 1: Find Citation a.EndNote X5 tab: Insert citation > Find Citation b.Search for a word in any field (e.g. title, author) c.Select the references that you want to insert into your paper Method 2: Insert Selected Citation(s) a.In EndNote library, select a reference you want b.Go to Word and place cursor at insertion point c.Click on Insert Citation > Insert Selected Citation(s)

Editing Citations & Library References 29 a b a. This is where you remove a citation if you no longer want to cite it. Or, edit a reference instead of changing it manually on the Word document. b. Use this to exclude author or year in the in- text reference, or add page number.

Which citation style to use? To change the citation style In MSWord, EndNote X5 tab: Click on Style > Select Another Style… 30 Please check with your lecturer or thesis supervisor OR ask the journal for their style guide

Change & Create a Bib Section To create bibliography section* a.Bottom right corner of Bibliography group > Layout > Bibliography title b.Type “References (or Bibliography)” *The bibliography section appears only when you insert a citation 31

Convert to Plain Text Before sending documents to a publisher or IVLE, strip the field codes used for EndNote citations because they may interfere with other software. EndNote X5 tab > Bibliography Group > Convert Citations and Bibliography > Convert to Plain Text. A copy of the Word document will be created with no field codes. 32

Backing Up Library (1) Method 1: Save a Copy Creates an exact copy of the library  xxx Copy.Data and xxx Copy.enl File > Save a Copy… 33

Backing Up Library (2) Method 2: Compress Library Saves the.enl file and.Data folder into a compressed file File > Compressed Library (.enlx) To restore: File > Open > Open Library … 34

Export Travelling Library Exports all the references used in your current Word document to another (or new) library EndNote X5 Tab > Tools Group > Export to EndNote > Export Traveling Library 35

EndNote vs EndNote Web 36 FeatureEndNoteEndNote Web Organize referencesYes Store and cite images and objectsYes Find full text articles automaticallyYesNo Link to PDF filesYes Format bibliographiesYes Online database searchingYes Import filters for online databases700+ predefined; create your own700+ predefined Operating SystemMac OS X & WinWin, Mac & Linux Access to referencesDesktop & NetworkWeb browser Multi-user access (network or Web)NoYes # of output styles5,000+ predefined; create your own3,400+ predefined Database sizeUnlimited Max # of ReferencesUnlimited25,000 Max # of fields5250 Max # of Reference Types4639 Create table and figure listsYesNo Subject BibliographyYesNo Spell CheckYesNo Create a list of "favorite" stylesYes Reference groupingYes Create Smart Groups for instant sortingYesNo Advanced searching capabilitiesYesNo Search across multiple databasesCite While You WriteNo Integrated in MS WordCite While You WriteCite While You Write (optional installation)

New in EndNote X6 Sync your EndNote and EndNote Web libraries’ references, attachments, and groups Track references and find your favorites See more with the expanded layout options a reference, including file and figure attachments Use PubMed direct export feature to import records in fewer steps Manage medical journal names and abbreviations with the updated terms list covering over 13,000 journals and more… 37

More Information NUS EndNote LibGuide – Contact NUS Libraries’ EndNote team: Endnote Training YouTube Channel – EndNote Updates – Output Styles – Import Filters Connection Files Microsoft Word Templates Frequently Asked Questions EndNote X5 Getting Started Guide EndNote X5 Getting Started Guide (PDF) 38