12 March 2015

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Dr Billy Wong University Research Centre

Outline

1. Features of EndNote

2. Demonstration of using EndNote

2.1 Adding references

2.2 Maintenance of your bibliographic library

2.3 The "Cite While You Write" function for citing and formatting references

2.4 EndNote Online

3. Tips and limitations

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1. Features of EndNote

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EndNote

• An online search tool

– Search online bibliographic resources and retrieve references directly into your EndNote library

• A reference and full text organizer

– Group references according to your research projects

– Manage PDF documents

• A bibliography maker

– Insert citations and references to Microsoft Word documents according to the required formatting styles

4 http://endnote.com/support/online-user-manual/x7

EndNote X7 EndNote basic (Online)

Pricing Free trial / Paid Free

Where it lives Desktop & online Online

Reference storage Unlimited 50,000

Attachment storage Unlimited 2 GB

Online database searching 6000+ 5

Predefined bibliographic formatting styles

6000+ 21

Annotate PDFs ✓

EndNote

5 http://endnote.com/product-details/basic

EndNote X7

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EndNote X7: Microsoft Word plugin

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EndNote Online

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2. Demonstration of using EndNote

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2.1 Adding references

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1. Manual input

2. Online search

3. Export from online databases

Create a new EndNote library

• “File” “New” Give a name to the library

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A blank EndNote library

Add references (Manual input)

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Add references (Manual input)

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3. Click the (or enter Ctrl+W) to save the record and close the New Reference entry window

2. Enter the bibliographic details in the appropriate fields

1. Select the reference type (journal article, book, etc.)

Add references (Online search)

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1. Select Online Search mode

2. Select database

3. Enter keyword(s) 4. Click “Search”

5. Choose the number of records, and click “OK”

Add references (Export from online databases)

• Web of Science

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1. Select required references

2. Choose “Save to EndNote desktop”

Add references (Export from online databases)

• Web of Science

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3. Click “Send”

4. Download the file to your computer

5. Open the downloaded file

Add references (Export from online databases)

• Google Scholar

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1. Click “Settings”

2. Select “Show links to import citations into EndNote”

3. Click “Save”

Add references (Export from online databases)

• Google Scholar

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3. Below the search result item, click “Import into EndNote”

Add references (Export from online databases)

• Google Scholar

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4. Download the file to your computer, and open it.

5. The reference will be imported into your EndNote library.

Comparison of different ways to add references

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Advantages Disadvantages

Manual input

• Sometimes the only way to input references not found in online databases

• Slow • A greater chance of having

typographical errors

Online search

• Quick and work well when seeking known references

• Some relevant references may be missed

• Limited options in the search box

• Not all databases are supported

Export from online databases

• Fewer steps • Not all databases are supported

2.2 Maintenance of your bibliographic library

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1. Sorting references

2. Searching references

3. Grouping references

4. Removing duplicate references

5. Finding and annotating PDF documents

Sorting references

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You can sort the references according to different criteria.

Searching references

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You may search the references using different criteria.

Grouping references

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1. From the top menu, select “Groups” “Create Group”

2. Give a name to the group created

Grouping references

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3. Select a reference. Then drag and drop it to a group. (You may assign a reference to more than one group.)

Grouping references (Smart Group)

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1. From the top menu, select “Groups” “Create Smart Group”

2. Enter the group name and grouping criteria. Then click “Create”.

Grouping references (Smart Group)

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The reference(s) fulfilling the grouping criteria will be automatically categorized to the smart group (including the new references added in future).

Removing duplicate references

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1. From the top menu, select “References” “Find Duplicates”

Removing duplicate references

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2. Compare the duplicate references, and select the one you want to keep.

Finding and annotating PDF documents

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Select the reference, and then click the button “Find Full Text”.

Finding and annotating PDF documents

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EndNote will automatically search the PDF document online for this reference. You may read and annotate the PDF document in EndNote directly.

2.3 The "Cite While You Write" function for citing and formatting references

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Cite references in Microsoft Word

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1. Select reference(s) in EndNote you want to cite

2. Go to Word “EndNote X7”

3. Select the referencing style required

4. Move the cursor to where you want the reference(s) be cited

5. “Insert Citation” “Insert Selected Citation(s)”

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Cite references in Microsoft Word

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The citation and reference list will be automatically generated in the Word document.

Cite references in Microsoft Word (Search references directly in Word)

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1. Click “Insert Citation”

2. Enter keyword (e.g. author or year) to search references

3. Select the reference you want to cite

4. Select the citation style

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Edit citations

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1. Select the citation

2. Click “Edit & Manage Citation(s)”

3. Input the required information (e.g. page number)

4. Click “OK”

Edit reference information

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Any changes in reference information (e.g. fix a typo) need to be done in the EndNote library (not the Word document).

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After changes have been made, click “Update Citations and Bibliography” in Word to re-generate the citations.

Change referencing styles

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You can change the referencing style anytime. All citations will be automatically reformatted.

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Obtain more referencing styles

• EndNote offers more than 6,000 referencing styles for download on its website. – http://endnote.com/downloads/styles

• Some journal publishers also provide the EndNote referencing style files for their journals for download. – E.g. http://authorservices.wiley.com/jendnotes/

• The downloaded referencing style files have to be put into the EndNote style folder in local computer. (Default location: C:\Program Files\EndNote X7\Styles)

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2.4 EndNote Online

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Create your EndNote Online account

• Go to: https://www.myendnoteweb.com/EndNoteWeb.html

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Download the “Cite While You Write” plugin

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Enter your EndNote Online account

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Syncing with EndNote (desktop version) 1. In EndNote, select “Edit” “Preferences”

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2. Go to “Sync”, enter your EndNote Online account, and click “OK/確定”.

Syncing with EndNote (desktop version)

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3. Click the “Sync Library” button to have your EndNote library available online.

3. Tips and Limitations

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EndNote Library

• You may have more than one EndNote library for different purposes.

– E.g. one for each research project

• However, once you cite from one library in a Word document, you cannot easily change.

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Author names

• There are different ways to enter author names for a reference. – Tiberius Rex

[last word treated as the Last name]

– Morre, Nicole [Last name - comma - First name]

– Smith, Williams G.

– de Gaulle, Charles

– de Young, John Robert, Jr. [Last Name - comma - First Name - comma - Title]

– University of California, [the whole unit treated as the last name]

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Removing references from a Word document

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1. Select the reference for removal

2. Click “Edit & Manage Citation(s)”

3. Select the correct reference

4. Click “Edit Reference”

5. Select “Remove Citation”

6. Click “OK”

Convert the formatted citations to plain text

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1. Click “Convert Citations and Bibliography”

2. Select “Convert to Plain Text”

Backup

Remember to backup your EndNote library regularly.

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URC support

• For any enquiries of using EndNote, please contact

– Billy Wong (ext. 6718, email: tamiwong) or

– Terry Lee (ext. 6719, email: tmklee).

• Other training materials

– Training videos (https://www.youtube.com/user/EndNoteTraining)

– User manual (http://endnote.com/support/online-user-manual/x7)

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Questions are welcomed.

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