EndNote X2 Your Bibliographic Management Tool 30 September 2009 Aaron Tay ( aarontay@nus.edu.sg ) Tel: 6516 2029/30

1. EndNote X2 Your Bibliographic Management Tool 30 September 2009 Aaron Tay (aarontay@nus.edu.sg) Tel: 6516 2029/30 www.facebook.com/aarontay www.twitter.com/aarontay

2. Objectives • What is EndNote? • EndNote Installation • EndNote Library • Exporting References • Cite While You Write • EndNote videos and help

3. EndNote help and videos • EndNote videos • EndNote additonal content • EndNote FAQs

4. Exporting to EndNote (videos) • Direct Export from Scopus • Direct Export from Google scholar • Using Online Search • Online search – NUS Libraries – EndNote X2 • Online search – NUS libraries – EndNote X3 • Manual Data entry

5. Cite while you write (videos) • Insert Citation • Edit Citation • Format Bibliography

6. Misc EndNote videos • Bibliographies Made easy • EndNote Groups • EndNote Preference • Transfering references

7. EndNote “Howto” videos by Aaron • More training movies from me • Webcast of EndNote X3 lecture at LT 14, 25 September 2009

8. EndNote channels • Official EndNote YouTube channel – EndNoteTraining • Official EndNoteFacebook account - www.facebook.com/EndNote • Official EndNote Twitter account - EndNoteNews

9. EndNote Content Download • Patches • Output Styles (Citation styles) • Import Filter • Connection Files • Document Templates

10. Help • Technical problems - Contact IT Care at 6516 2080 or email itcare@nus.edu.sg • Using EndNote Email: askalib@nus.edu.sg Tel: 6516 2028 • Online help EndNote Step-by-Step Guide http://www.lib.nus.edu.sg/lion/e/endnoteGuide.html How to import references in EndNote http://www.lib.nus.edu.sg/lion/e/endnoteimport.html

11. Common Issues • After installing EndNote and opening Microsoft Word, I do not see the EndNote toolbar or commands under the Tools menu. How can I fix this? • Instead of seeing my regular citations, I'm seeing strange code, which looks something like { ADDIN EN.CITE <EndNote><Cite><Year>}... What can I do to fix this?

12. Common issues 2 • I am looking for an output style, but I do not see it in the list of styles that comes with EndNote. What can I do? • Other FAQs

13. What is EndNote? Bibliographies Made easy (YouTube 5:00)

14. What is EndNote? • Introduction to EndNote • EndNote Flowchart • Installation Information

15. 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

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

17. How to install EndNote X2 To install EndNote X2, please refer to the instructions at http://www.lib.nus.edu.sg/lion/e/endnoteGuide.html Mac users, please refer to http://www.lib.nus.edu.sg/lion/e/endnoteguide.html#Macfor separate installation instructions. Choose “FULL INSTALLATION”

18. EndNoteLibrary • Launch EndNote X2 • Library Window

19. Launch EndNote X2 • Start > Programs > EndNote > EndNote Program

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

21. Library Window

22. References • Direct Export • Scopus • Google Scholar • Import Text File • Sociological Abstracts • LINC • Online Search • LINC • Manual Data Entry

23. How do I know what method? http://www.lib.nus.edu.sg/lion/e/endnoteimport.html

24. Direct Export • “One click” export directly from database. • 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”.

25. Direct Export from Scopus (movie) http://screenr.com/C1H

26. Direct Export from Google scholar (movie) http://screenr.com/m1H

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

28. Importing Text file movie - LINC http://screenr.com/r1H

29. Import Text File – Sociological Abstracts

30. Import Text files (movie) Import Text files (Youtube9:09)

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

32. FAQ #3

33. Online search

34. Turn on Online Search mode Please UPDATE to EndNote x2.01+ or EndNote X3 for this feature.

35. Different EndNote modes Temporary – use for Online searching

36. Natl University of Singapore? MISSING??? Download from http://www.lib.nus.edu.sg/lion/e/nationaluniversityofsingapore.enz and save in c:\program files\endnote X2\Connections

37. Online search movie (NUS) http://screenr.com/VTH

38. Online search movie Online Search (Youtube 5:21)

39. Manual Inputting • Open an EndNote Library • Click on 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.) • Begin inputting • Complete and close EndNote Library • Note: For joint authors, press the enter key after inputting each author’s name

40. Manual Data Entry Online Search (Youtube 5:21) Online Search (Youtube 5:21) Manual Data entry (Youtube 7:55)

41. Groups & Preferences • Groups • Preferences

42. Groups • Add up to 500 custom & smart groups to a library • Types of Groups: • Permanent &TemporaryGroups • Custom Groups • Smart Groups • Online Search • EndNote Web

43. Custom Group • Group references into user preferred groups. • A permanent group that remains unless deleted. • Several different ways to create a new group, or to add a reference to a new group. • E.g. Right click on “group pane”, create pane / Right click on reference “add reference to..” • Creates/fills permanent “custom” group.

44. Smart Group • Automatically created groups based on filters • Several different ways to create a new smart group • E.g. Do a search, Options->convert to smart group. Or right click in groups pane and select “Create smart group”

45. Groups movie EndNote Groups (Youtube 4:22)

46. EndNote preferences

47. Preference movie EndNote Preference (Youtube 4:13)

48. Transferring References movie Transfering references (Youtube 3:21)

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

50. Cite While You Write • CWYW Toolbars in Microsoft Word • Find & Insert Citations • APA 5th and Chicago 15th A • Edit Citations & format bibliography • Additional Features • Convert to Plain text • Export travelling library • Word 2007 references (exporting/converting)