1. Basics of the Endnote bibliography and reference manager program November 2012 Attila Skultéti askulteti@lib.sote.hu

2. What can it be used for? Collect bibliographic records from various databases (journal articles) Manage the collected data (categorise, edit etc.) Use of the database for: –Making a bibliography –Write an article with references 2

3. 1. Create new Endnote database, and collect data: Start menu – All Programs – Endnote – Endnote Program 3

4. Welcome screen, we can read the help, create a new library, or open an existing one Choose Create a new library option 4

5. 1.a Create a new library We can name the library, and specify the place of it on the computer. 5

6. Empty database 6

7. - Web of Science - Scopus - Ovid - Proquest - Pubmed 1.b Import process from these databases 7

8. Web of Science, search keresőkérdés keresés indítása Search word Start the search 8

9. Web of Science, result list Save selected references to Endnote 9

10. Web of Science, result list At the end of the result list we can select records more different ways (select all, specified range) 10

11. Web of Science, export If the file download doesnt start automatically, click on the Export button 11

12. Web of Science, results seen in Endnote Results appear automatically in Endnote 12

13. Scopus, Sciverse Select the Scopus database, if you see this page 13

14. Scopus, search keresőkérdés keresés indítása keresőkérdés keresés indítása Search word Start search 14

15. Scopus, result list Save selected references to Endnote 15

16. Scopus, export Start saving 16

17. Scopus, results Results in Endnote 17

18. Ovid, choose database Adatbázis kiválasztása, pl. MEDLINE 18

19. Ovid, search Search word Start search Turn off to do a free word search instead of searching in Subject Terms 19

20. Ovid, result list Save selected references 20

21. Ovid, export Choose export format here, either RIS or Endnote Save selected references. 21

22. Ovid, results Results will appear in Endnote 22

23. ProQuest, choose database Choose database, for example Dissertations & Theses 23

24. ProQuest, search Search word Start search 24

25. ProQuest, result list Save selected references to Endnote (Export) 25

26. Choose format, then click on Continue ProQuest, export 26

27. ProQuest, results Results will appear in Endnote 27

28. Pubmed, search Search terms Start search 28

29. Pubmed, result list Save the selected references (Send to) 29

30. Pubmed, save to file Click here to create the file 30

31. Save file (this window depends on the browser Pubmed, save to file 31

32. Pubmed, save to file – location Scpecify the neme and the location of the file, then click save 32

33. Pubmed, import From the File menu, select Import… 33

34. Pubmed, import, select the correct format Start importing Specify the saved file 34

35. Succesful import Pubmed, results 35

36. 36 Pubmed import, simple way Selecting Citation manager, instead of File will result a more simle import, Endnote will automatically open the downloaded file.

37. 1.c Other ways to get records –Create your own ones –Online search with the built in search tool 37

38. New reference Select New reference from the top menu 38

39. New reference Reference type can be choosed (Journal article, book, etc. Fields to fill in 39

40. Online search Select an online database Search fields 40

41. Online search, results We dont see the result list, only the number of results. We can choose to download all of them, or just a part of the results. 41

42. Online search, results Downloaded references can be seen here 42

43. 2. Edit, delete and group references 43

44. Edit references Or right click on a reference, or either double click on it, to get to the Edit window In the references menu 44

45. Edit references 45

46. Create groups Built in group types: All references, Unfiled references, Trash, My Groups, Online Search, etc. 46

47. Create groups Two kind of groups: –Simple group(group) –Smart group 47

48. Create groups Groups menu, select create group here 48

49. Create group, simple group Name input field 49

50. Add references to the selected group Create groups, copy references to own groups 50

51. Create groups, smart group We can set a condition, and the references that mach it, will be part of the created group. 51

52. Create groups, smart group Created smart group, every time the database changes (more records added for example) also the smart group updates. 52

53. Find full text Find full text option in the References menu. 53

54. Find full text If Endnote was able to download the full text for an article, we can open it. 54

55. Search in references The search runs on the selected group. 55

56. Search in references Search results creates a new temporary group 56

57. Find duplicates We can find the duplicated references in our library. 57

58. Find duplicates We can compare the 2 records, and chose wich one to keep. 58

59. Endnote Web www.myendnoteweb.com 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. 59

60. Home Create new account 60

61. Registration Valid E-mail address 61

62. Registration Make sure, that the password matches the requiments above. 62

63. Main page 63

64. Import, select database Online search, we can select the database. 64

65. Import, search Start search 65

66. Import, select results Number or records we want to save 66

67. Import, save We can add the selected references to a group, that way the references will be saved. 67

68. Import, save Name of the new group 68

69. Import, the saved references We can look at the saved references under My references 69

70. Add new reference Finalize the reference with the save button 70

71. Manage groups We can add, delete, rename and share groups. 71

72. Share groups with others To start sharing groups, click here 72

73. Find duplicates Find references, that are present more than once in the database. 73

74. Format and save We can make a bibliography from any group, with the selected look and file format. 74

75. Cite while you write plugin We can download the toolbar for MS Word, this toolbar is installed also, if we install the Endnote program. 75

76. Export to file We can make a data file from our references, that can be used by other reference manager applications 76

77. Syncronise Endnote Web and Endnote 77 Start Syncronising Endnote, and your Endnote Web account with this button

78. Syncronise Endnote Web and Endnote 78 Add the email and password of the Endnote Web account.

79. Thank you for your attention! 79