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URFIST de Strasbourg _______________________________________________"
EndNote Initiation
Managing and editing bibliographic references with EndNote X7
April 2017
Sandrine Wolff - URFIST Strasbourg
URFIST de Strasbourg _______________________________________________"
Introduc)on*Managing*references*
• Reference*management*so4ware*allows*you*to*manage"your"own"references*in*a*dedicated*database."" "Ex:*Endnote,*Zotero,*Mendeley,*Bibtex,...*
• Storage"can"be"local"or"on"line"* *Ex:*EndNote*X7*vs*EndNote*Web*(=*EndNote*Basic)** *Synchronisa)on*available*since*ENX6*
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URFIST de Strasbourg _______________________________________________"
Main functionalities
3 Crédit: F. Cohen-ADAD
Publica)on*databases*and**other*scien)fic*resources*
EndNote*«*libraries*»*
Crea)ng*a*bibliography*
Managing*bibliographic*references*
import export
URFIST de Strasbourg _______________________________________________"
Introduc)on*Collec)ng*references*
• While*you*are*searching*references*in*scien)fic*databases...*
* *...*reference*managers*allow*you*to"retreive""them"automa9cally"from*other*sources*of**scien)fic*publica)ons.*
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"!"Impor9ng"the"references"is"easy"
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Introduc)on*Crea)ng*bibliographies*
• They*also*makes*it*possible*to*create"a"bibliography"in*accordance*with*the*bibliographic"styles"required*by*many*academic*journals*
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!"Wri9ng"and"edi9ng"an"ar9cle"is"facilitated"
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URFIST de Strasbourg _______________________________________________"
Introduc)on*About*Endnote*
• Endnote*Desktop,*version*X7*(X8*now*available)*• Compa)ble*with*MacIntosh,+Windows,+Open+Office+
• An*Endnote*Library*is*a*database*entailing*a*list*of*references**
* *!*file*format***.enl*
• It*is*possible*to*manage*several*LIBRARIES*
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Introduc)on:*The*library*
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New:*Crea)on*of*a*new*library*
Open+(Close):*Opening*(closing)*an*exis)ng*library*
URFIST de Strasbourg _______________________________________________"
Outline*
1. Collec9ng"references"
2. Managing*and*organizing*references*
3. Expor)ng/edi)ng*cita)ons*and*bibliographies*
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1.*Collec)ng*references*
It*is*possible*to*retrieve*automa)cally**bibliographic*records*from*differentes*types*of*source...*
• bibliographic*databases*• ebjournal*placorms*• library*catalogs*** *...and*to*import*them*into*EndNote.*
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Import*principles*
• 2*types*of*imports:*direct*vs*indirect*
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Database*
Directly with Endnote Online search
Indirect import 2 steps: 1. export from DB with appropriate filter 2. EN Import function (with the same filter)
EndNote
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Online+search+(direct+import)+Tools*!*Online+Search+!+window+Choose+a+connec=on+
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Search+Remote+library+!+write+a+query+
Online+search+
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Online+search+
EN imports automatically the references
NB: They are temporarily stored in the last import panel
URFIST de Strasbourg _______________________________________________"
Indirect*import:*export/import*
• Indirect*import*mode*corresponds*to*the*common*way*of*searching*references*
• "!*proceding*in*two*steps:*1. Search*references*in*your*specialised*database(s)*
as*usual*and*export*them*into*your*PC*hard*disk.*Select*the*appropriate*ref*export*format*e.g.*a*format*for*EndNote*(if*available),*RIS,*or*other...*
2. Open*EN*and*import*the*file*(menu*File*!*Import)*Use*the*corresponding*import*filter*(e.g.*a*format*.enl,*.ris,*etc.)*
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Indirect*import:*filters*
• Indirect*import*requires*filters*• Filters*are*specific*and*vary*according*to*the*source*
• A*filter*specifies*how*the*data*of*the*reference*file*has*to*be*translated*into*EN*"language"*
• It*matches*the*data*contained*in*the*source*with*the*corresponding*EN*fields*
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Indirect*import:*filters*
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Example:*matching*the*fields*in*the*case*of*PubMed*
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Indirect*import:*RIS*format*
• There*are*more*than*700*filters*for*EndNote...*(as*many*as*informa)on*providers*and*placorms!)*
Fortunately...*• RIS*tends*to*become*a*standard*format*for*bibliographic*references*
• It*is*compa)ble*with*most*bibliographic*databases,*ebjournal*placorms*and*reference*managers,*including*Endnote.*
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URFIST de Strasbourg _______________________________________________"
Indirect*import:*Impor)ng*references*from*a*placorm*
• Bibliographic*databases*(WoS,*DB*in*EBSCO*host,*Sciefinder,*Pubmed*Medline,*etc.)*
• Ebjournals*(ScienceDirect,*SpringerLink,*etc.)*
• library*catalogs*(ABES/SUDOC,*etc)*
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Impor)ng*references*from*ScienceDirect*
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NB:*In*most*cases,*your*brower*will*suggest*to*open*the*reference*file*with*a*so4ware*of*your*choice...****!*Just*select*EN*to*launch*import*!**
Otherwise*you*may*save*the*file*in*your*HD*and*import*it*from*EN*a4erwards*
URFIST de Strasbourg _______________________________________________"
Impor)ng*a*reference*file*
In*order*to*import*a*reference*file*(from*a*placorm*or*from*another*ref*manager)*a4er*saving*the*file*in*your*hard*disk*!*open*EN*to*select*the*appropriate*import*filter...*!*Chose*Import*in*the*File*menu,*then*select*the*filter*
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Example*of*PubMed*
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If*PubMed*is*not*in*the*list,*chose*"other*filters"*
Impor)ng*a*reference*file*
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Indirect*import:*impor)ng...*
A*window*opens.**
Select*the*filter*Pubmed*(NLM)*
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Indirect*import:*impor)ng...*
• If*the*resource*from*which*you*intend*to*import*references*does*not*appear*in*the*previous*EN*window*(ie*list*of*filters)...*
• ...*It*is*possible*to*download*addi)onal*filters*at*http://endnote.com
• *Click*on*"Download",*then*"add+import+filters"**
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Indirect*import:*help*In*case*export*in*RIS*or*EN*is*not*available*in*the*source*(as*is*the*case*of*Pubmed*Medline)...*
...*Use*EN*helpo*find*the*appropriate*filter:*Help*!*Direct+export+format+!*Output+format+with+corresponding+import+op=ons*
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Impor)ng*references*from*Google*Scholar*
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Just*specify*import*parameters*in*Google*Scholar*semng*
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Impor)ng*references*from*Google*Scholar*
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Impor)ng*metadata*from*pdf*documents*
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If*the*metadata*of*pdf*are*properly*filled*in,*it*is*possible*to*import*them*in*EN*bibliographic*records/**(Also*possible*for*a*folder*of*pdf*files)*
URFIST de Strasbourg _______________________________________________"
Impor)ng*metadata*from*pdf*documents*
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Outline*
1. Collec)ng*references*
2. Managing"and"organizing"references"
3. Expor)ng/edi)ng*cita)ons*and*bibliographies*
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2.*Managing*references*
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Create manually a reference Modify a reference Suppress
Attach up to 5 file to a reference (pdf gif etc.) Use the EN pdf viewer Automatic search for full text of a given ref.
Attach a figure
Check and suppress ref. duplicates
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Managing*references:*types*of*references*
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Managing*references:*search*panel*
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Specify*the*term*of*your*query,*the*field*to*be*searched,*the*boolean*operators*to*be*used*etc.*in*order*to*retreive*a*given*reference*in*your*library*
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Managing*references:*anach*a*figure*to*a*reference*
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Select the file (gif, jpeg, png, tiff, or bmp)
Menu*Reference*!**select*Figure+
URFIST de Strasbourg _______________________________________________"
Managing*references:*anach*a*figure*to*a*reference*
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In the EN reference, use the caption field to identify the figure
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Managing*references:*anach*a*file*to*a*reference*
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Find+Full+Text+
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Depends*on*access*and*university*subcrip)on*
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Find+Full+Text:+Access+via+URL+
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Managing*references:*find*duplicates*
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A*given*reference*can*be*imported*several*)mes...*To*eliminate*duplicates,*clic*on*Find+duplicates+in*the*menu*References+Then*chose*the*version*of*the*reference*you*would*like*to*keep*
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Managing*references:*Crea)ng*groups*of*references*
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• To create folders ! manual classifying
• Smart groups ! automatic classifying corresponding to a query
• Combination of groups (with AND, OR booleans)
• To create a folder of folders
URFIST de Strasbourg _______________________________________________"
Managing*references:*Crea)ng*groups*of*references*
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...Then*just*doublebclic*&*move*the*reference*into*the*folder*
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Managing*references:*Create*a*smart*group*
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A*smart*group*is*a*group*related*to*a*query*!*automa)cally*filled*in*
le4*panel*#**
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Managing*references:*Create*from*groups*
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Intersec)on*or*merge*of*exis)ng*groups*of*references*
le4*panel*#**
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Outline*
1. Collec)ng*references*
2. Managing*and*organizing*references*
3. Expor9ng/edi9ng"cita9ons"and"bibliographies"
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3.*Expor)ng/edi)ng*references**
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• Principles
Libraries*of*references* Bibliography*
Crédit:*F.*CohenbADAD*
Styles
Creating a bibliography related to citations in a Word document Function CWYW
Creating a list of references independently from a Word document
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Expor)ng/edi)ng:*output*styles**
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There*are*thousands*of*bibliographic*styles,*most*of*which*correspond*to*academic*journals.**
3*main*types*of*styles:*• author*date*• numbered*• footnote*
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Expor)ng/edi)ng:*output*style**
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Menu*Edit*!*Output*styles*
• To create one's own style
• To edit and modify an existing style
• To Open style manager
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Expor)ng/edi)ng:*style*manager*
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Category: domain Edit: modify Style info: description Or Style preview: example
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Edi)ng*a*style*
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Downloading*a*style*
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*At*EndNote*website:*hnp://endnote.com/downloads/styles*
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Cite*While*You*Write*
• It*is*possible*to*integrate*cita)ons*from*EN*while*you*are*wri)ng*a*Word*(or*Open*Office)*document,*and*to*generate*automa)cally*the*corresponding*bibliography.*
• CWYW*is*the*name*of*the*interface*between*EN*and*Word*
• First*you*will*have*to*launch*EN,*second*Word*
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Cite*While*You*Write:*EN*func)ons*within*Word*
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Cite*While*You*Write:*EN*func)ons*within*Word*
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• Find+cita=on:*to*retreive*a*reference,*and*insert*as*cita)on*in*the*text*(bibliography*is*automa)cally*generated)*
• Insert+Note:*in*case*of*numbered*bibliography*
• Insert*(pre)selected+cita=ons:*from*EN*to*the*text*
• Find+figure:*to*find*and**insert*an*EN*figure*
• Edit+and+manage+cita=on(s):*to*modify*a*cita)on*in*the*text,*add*a*prefix,*exclude*date*or*author*name,*etc.*
• Edit+library+reference:*to*modify*a*reference*in*the*EN*library*(ie*directly*in*EN)*
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Cite*While*You*Write:*Find+cita=ons+
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Cite*While*You*Write:*Edit+and+manage+cita=ons+
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Cite*While*You*Write:*other*func)ons+
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• Style: modify active style
• Update citations and bibliography: to match the changes performed in the library references
• Convert: modify the format (be careful about plain text conversion ! irreversible)
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Cite*While*You*Write:*other*func)ons+
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To*change*for*EndNote*Web*