Online Guide

1. Online Guide http://libguides.nus.edu.sg/endnote

2. Installing EndNote for PC http://libguides.nus.edu.sg/endnote For installation issues, contact NUS IT Care Tel: 6516-2080, Email: itcare@nus.edu.sg

3. Fundamentals of EndNote X5 with CWYW using MS Word 2007 NUS Libraries EndNote Team Email: askalib@nus.edu.sg Tel: 6516-2029

4. Outline PART I [presented by Winnifred Wong] Introduction to EndNote & workflow Adding references to your library Managing references: groups & duplicates PART II [presented by Patrick Pu] Cite While You Write Backing up and recovering EndNote vs. EndNote Web

5. Introduction to EndNote • A software that: • stores and organises references from many sources • inserts these references into a Word document, and • automatically formats your references according to a predefined citation style

6. Workflow

7. In-text Citation Herring and Paolillo (2006) found that the genre of a web entry, rather than the gender of the writer, affects the style of writing. Citations & Bibliography Bibliography/Reference Herring, S. C., & Paolillo, J. C. (2006). Gender and genre variation in weblogs. Journal of Sociolinguistics, 10(4), 439-459. • Two places to cite the references you have used: • within a sentence (in-text citation) • at the end of the document (bibliography/references)

8. The EndNote Library Contains all your references. No limit to number of references, but <100,000 is recommended

9. Hands-on Step 1: Create an EndNote Library All programs > EndNote > EndNote Program File > New Filename: Project (*.enl) Save

10. Step 2: Add References to the Library Import PDF Direct Export Import .Txt File Online Search Manual Inputting EndNote Library Cite While You Write MS Word/Open Office

11. Method 1: Direct Export Export references directly from a database. Steps: 1. At the database, select the records you want 2. Save, output, export or send to EndNote (The EndNote option may also be labeled as “RIS”) 3. Click “Open” to transfer records to your EndNote library

12. WOS Method 1: Direct Export 1. Mark the records 2. Click on EndNote

13. Method 2: Import .txt File Which filter to use? http://bit.ly/zQ8LY5 Used when references cannot be exported to EndNote. Steps: At the database, select the records you want Export file and save on desktop.(File format is usually .txt, but for PubMed, it’s .nbib ) In EndNote, go to File > Import Browse and select the .txt file Select Import option > Other filters e.g. PubMed (NLM)

14. PubMed Method 2: Use a Filter 1. Mark the records 2. Choose Citation manager 3. Create file

15. NATL Method 3: Online Search Search free databases and library catalogues (e.g. LINC, Library of Congress) Steps: Go to Online Search > More Select a free database or catalogue, e.g. NATL U of Singapore In the online search pane, search by exact titleof book

16. Method 3: Online Search Select more Search by the exact title

17. Method 4: Import PDF Files Extracts references from PDF files PDF must contain a Digital Object Identifer(DOI) and is not a scanned document. Steps: In EndNote, go to File > Import Choose either file or folder, and Import Option > PDF Note: If the author, title, journal, etc, fields are not auto-populated, the PDF is of the wrong format

18. Method 4: Import PDF Files

19. Method 5: Manual Inputting Link to the video: http://youtu.be/30u5_b9d5D4

20. Add References to the Library (Re-Cap) Import PDF Direct Export Import Text File Online Search Manual Inputting • Most major databases • Google Scholar • FindMore@NUSL • Some databasese.g. Factiva, BAS • Library catalogues e.g. NUS, LOC • Only for PDFs with DOI no. and is OCRable • Use as last resort EndNote Library Cite While You Write MS Word

21. Managing References: Custom Groups Go back to All References. Select references and drag into custom group. Alternatively, right click on the references > add references to. Create folders to group (categorise) references

22. Managing References: Smart Groups Automatically group references based on your search criteria, e.g.: author/year/title contains/is/word begins with… Note: Any references added to EndNote will be automatically filed in the group, with immediate effect 1 2 22

23. Step 3: Duplicate References • To find duplicates: • References > Find Duplicates

24. Recap PART I Introduction to EndNote & workflow Adding references to your library Managing references: groups & duplicates PART II … coming up in 5 mins Cite While You Write Backing up and recovering EndNote vs. EndNote Web

25. Cite While You Write (CWYW) • Use MS Word to insert citations into your paper • Create a paper with properly formatted references, bibliography, figures & tables • To differentiate citation and bibliography fields, change the MS Word’s Field Shading option. • Do NOT edit the references in MSWord, but in EndNote Library only.

26. Setting for Field Shading in Word > Word Options > Advanced > Show document content Field shading > change to “Always” [Word 2007]

27. EndNote Tab & Field Shading If EndNote is properly installed, you will see the EndNote tab in Word After you add references, Field shading shows up as text highlighted in grey.

28. Inserting Citations Method 1: Find Citation a. EndNote X5 tab: Insert citation > Find Citation b. Search for a word in any field (e.g. title, author) c. Select the references that you want to insert into your paper Method 2: Insert Selected Citation(s) In EndNote library, select a reference you want Go to Word and place cursor at insertion point Click on Insert Citation > Insert Selected Citation(s)

29. Editing Citations & Library References a. This is where you remove a citation if you no longer want to cite it. Or, edit a reference instead of changing it manually on the Word document. b. Use this to exclude author or year in the in-text reference, or add page number. a b

30. Which citation style to use? • Please check with your lecturer or thesis supervisor • OR ask the journal for their style guide To change the citation style In MSWord, EndNote X5 tab: Click on Style > Select Another Style…

31. Change & Create a Bib Section To create bibliography section* Bottom right corner of Bibliography group > Layout > Bibliography title Type “References (or Bibliography)” *The bibliography section appears only when you insert a citation

32. Convert to Plain Text Before sending documents to a publisher or IVLE, strip the field codes used for EndNote citations because they may interfere with other software. EndNote X5 tab > Bibliography Group > Convert Citations and Bibliography > Convert to Plain Text. A copy of the Word document will be created with no field codes.

33. Backing Up Library (1) • Method 1: Save a Copy • Creates an exact copy of the library  xxx Copy.Data and xxx Copy.enl • File > Save a Copy…

34. Backing Up Library (2) • Method 2: Compress Library • Saves the .enl file and .Data folder into a compressed file • File > Compressed Library (.enlx) • To restore: File > Open > Open Library…

35. Export Travelling Library • Exports all the references used in your current Word document to another (or new) library • EndNote X5 Tab > Tools Group > Export to EndNote > Export Traveling Library

36. EndNote vs EndNote Web http://www.myendnoteweb.com/

37. New in EndNote X6 • Sync your EndNote and EndNote Web libraries’ references, attachments, and groups • Track references and find your favorites • See more with the expanded layout options • Email a reference, including file and figure attachments • Use PubMed direct export feature to import records in fewer steps • Manage medical journal names and abbreviations with the updated terms list covering over 13,000 journals • and more…

38. More Information NUS EndNote LibGuide– www.libguides.nus.edu.sg/endnote Contact NUS Libraries’ EndNote team: askalib@nus.edu.sg Endnote Training YouTube Channel – http://www.youtube.com/user/EndNoteTraining EndNote Updates– http://endnote.com/downloads/available-updates Output Styles – http://endnote.com/downloads/styles Import Filters Connection Files Microsoft Word Templates Frequently Asked Questions EndNote X5 Getting Started Guide (PDF)