1 EndNote X2 Your Bibliographic Management Tool 29 September 2009 Humanities and Social Sciences Resource Teams

2 Objectives  What is EndNote?  EndNote Installation  EndNote Library  Populating an EndNote Library  Cite While You Write

3 What is EndNote?  Introduction to EndNote  EndNote Flowchart  Installation Information

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

5 EndNote Flowchart EndNote Library Direct Export Manual Data Entry Online Search Import Text File Cite While You Write Word Processor INPUT OUTPUT

6 How to install EndNote X2.0.2 To install EndNote X2.0.2, please refer to the instructions at h ttp:// h ttp:// Mac users, please refer to c for separate installation instructions. c All technical queries regarding EndNote (eg installation) should be directed to IT Care at tel: or

7 EndNote Library  Launch EndNote X2  Library Window  Groups  Create a Library

8 Launch EndNote X2.0.2 Start > Programs > EndNote > EndNote Program Start > Run > \\libstore\endnote..\ENX2 Exercise\Sample_Library.enl

Exercises In case the libstore files do not download properly, In case the libstore files do not download properly, Go to link below to download picture & pdf document Go to link below to download picture & pdf document tml tml tml tml 9

10 Library Window

11 Groups Add up to 500 custom & smart groups to a library Types of Groups: Permanent &Temporary Groups Custom Groups Smart Groups Online Search EndNote Web

12 Custom Group Group references into user preferred groups. Group references into user preferred groups. A permanent group that remains unless deleted. A permanent group that remains unless deleted. Several different ways to create a new group, or to add a reference to a new group. Several different ways to create a new group, or to add a reference to a new group.

13 Smart Group Groups references based on search strategies. Groups references based on search strategies. A permanent group that remains unless deleted. A permanent group that remains unless deleted. Several different ways to create a new group Several different ways to create a new group

14 Create a Library File > New… Key-in the library filename (*.enl) Select location to save the library Click “Save” to create the new library

15 References  Direct Export  Import Text File  Online Search  Manual Data Entry

16 Direct Export “One click” export directly from database. “One click” export directly from database. Usually button says “Send to EndNote/RefMan/Procite”, “direct export” or similar. Usually button says “Send to EndNote/RefMan/Procite”, “direct export” or similar. When file is downloaded, in file dialogue box select “open” instead of “save”. When file is downloaded, in file dialogue box select “open” instead of “save”.

17 Direct Export – Web of Science Demo

18 Direct Export – Web of Science

19 Direct Export – Web of Science

20 Import Text File Export text file and save on desktop Export text file and save on desktop Open EndNote (File => Import) Open EndNote (File => Import) Browse and select downloaded txt file Browse and select downloaded txt file Select Import option (filter) Select Import option (filter)

21 Import Text File – LINC LINC

22 Online Search Search free databases (Medline) and library catalogues (including LINC, Library of Congress etc) within EndNote desktop. Search free databases (Medline) and library catalogues (including LINC, Library of Congress etc) within EndNote desktop. All references found will be imported. All references found will be imported. LINC results – “Import Text file” versus “Online search” LINC results – “Import Text file” versus “Online search”

23 Online Search Change to 10

24 Manual Data Entry

25 Manual Inputting - PERIND Open an EndNote Library Open an EndNote Library Click on Reference Click on Reference Click on New Reference Click on New Reference At the Reference Type drop-down menu, select the correct template for the reference to be input (i.e. Journal article, conference paper, etc.) At the Reference Type drop-down menu, select the correct template for the reference to be input (i.e. Journal article, conference paper, etc.) Begin inputting Begin inputting Complete and close EndNote Library Complete and close EndNote Library Note: For joint authors, press the enter key after inputting each author’s name Note: For joint authors, press the enter key after inputting each author’s name

26 Manual Data Entry - Sample

27 EndNote Flowchart EndNote Library Direct Export Manual Data Entry Online Search Import Text File Cite While You Write Word Processor INPUT OUTPUT

28 Cite While You Write  CWYW Toolbars in Microsoft Word  Find & Insert Citations  Customize Citations  Additional CWYW Features

29 Cite While You Write (CWYW) Easily and quickly cite references, figures & tables, and create a paper with properly formatted citations, a bibliography, figures & tables DO NOT edit the citations and bibliographies in Word Processor. Edit the reference in the EndNote Library ONLY To locate citation and bibliography fields, change the Microsoft Word’s Field Shading option

30 CWYW Toolbars in Microsoft Word Microsoft Word 2003 Microsoft Word 2007

31 Find & Insert Citations Find Citation(s) This command will provide a search window where you can enter text that is in any field. You can then select references from a list of those that contain your search terms and insert them into your paper. Insert Selected Citation(s) This command will insert the references you selected in EndNote into your document at the location of the Word cursor.

32 Customize Citations Format Bibliography This command will allow you to change the EndNote style used for your document. It will also let you make other changes to the layout of your bibliography, such as adding titles and changing the line spacing.

33 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.

34 Additional CWYW Features Find Figure(s) This command will provide a search window much like the Find Citation window where you can enter text that is in any field in the record you want to find. You can then select references from a list of those records with figures attached that contain your search terms. A reference to the figure will be inserted at the location of your cursor. The image will be inserted either below the cursor location or in a list at the end of the document, depending on the selected EndNote style.

35 Help  Technical problems - Contact IT Care at or  Using EndNote Tel:  Online help EndNote Step-by-Step Guide How to import references in EndNote

36 Vimala NambiarMani Kumar Humanities & Social Sciences Resource Teams Tel: /30 Thank You!