Online Guide

http://libguides.nus.edu.sg/endnote

Installing EndNote for PC

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Installing EndNote for PC

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For installation issues, contact NUS IT Care Tel: 6516-2080, Email: itcare@nus.edu.sg

http://libguides.nus.edu.sg/endnote

Installing EndNote for MacEmail software administrator for instructions

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EndNote TeamEmail: askalib@nus.edu.sg

Tel: 6516-2029

Fundamentals of EndNote X5 with CWYW using MS Word 2007

OutlinePART I

Introduction to EndNote & workflow

Adding references to your library

Managing references: groups & duplicates

PART II

Cite While You Write

Backing up and recovering

EndNote vs. EndNote Web6

Introduction to EndNoteA 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

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Workflow

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Citations & BibliographyTwo places to cite the references you have used:

• within a sentence (in-text citation)

• at the end of the document (bibliography/references)

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The EndNote LibraryContains all your references. No limit to number of

references, but <100,000 is recommended

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Step 1: Create an EndNote Librarya. All programs > EndNote > EndNote Programb. File > Newc. Filename: Project (*.enl)d. Save

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Step 2: Add References to the Library

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MS Word/Open Office

Method 1: Direct ExportExport 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

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Method 1: Direct Export1. Mark the records

2. Click on EndNote

Method 2: Import .Txt FileUsed when references cannot be exported to EndNote.

Steps:1. At the database, select the records you want2. Export file and save on desktop.

(File format is usually .txt, but for PubMed, it’s .nbib )3. In EndNote, go to File > Import4. Browse and select the .txt file5. Select Import option > Other filters e.g. PubMed (NLM)

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Which filter to use? http://bit.ly/zQ8LY5

Method 2: Use a Filter

1. Mark the records

2. Choose Citation manager

3. Create file

Method 3: Online SearchSearch free databases and library catalogues (e.g. LINC,

Library of Congress)

Steps:1. Go to Online Search > More2. Select a free database or catalogue, e.g. NATL U of

Singapore3. In the online search pane, search by exact title of book

or conference proceeding

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Method 3: Online Search

Select more

Search by the exact title

Method 4: Import PDF FilesExtracts references from PDF filesPDF must contain a Digital Object Identifer (DOI) and is

not a scanned document. Steps:1. In EndNote, go to File > Import2. 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

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Method 4: Import PDF Files

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Method 5: Manual Inputting

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Link to the video: http://youtu.be/30u5_b9d5D4

Add References to the Library (Re-Cap)

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MS Word

• Most major databases

• Google Scholar• FindMore@NUSL

• Some databasese.g. Factiva, BAS

• Only for PDFs with DOI no. and is OCRable

• Library catalogues e.g. NUS, LOC

• Use as last resort

Managing References: Custom GroupsCreate folders to group (categorise) references

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Go back to All References.Select references and drag into custom group. Alternatively, right click on the references > add references to.

Managing References: Smart GroupsAutomatically 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

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1

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Step 3: Duplicate References To set criteria:• Edit > Preferences > DuplicatesTo find duplicates:• References > Find Duplicates

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Recap

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PART I

Introduction to EndNote & workflow

Adding references to your library

Managing references: groups & duplicates

PART II

Cite While You Write

Backing up and recovering

EndNote vs. EndNote Web

Cite While You Write (CWYW)

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i. Use MS Word to insert citations into your paper.

ii. To differentiate citation and bibliography fields, change the MS Word’s Field Shading option.

iii. Do NOT edit the references in Word, but in EndNote Library only.

iv. Create a paper with properly formatted references, bibliography, figures & tables.

EndNote Tab & Field ShadingIf 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.

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Setting for Field Shading in Word

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> Word Options > Advanced > Show document content > Field shading > change to “Always” [Word 2007]

Inserting Citations

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Method 1: Find Citationa. EndNote X5 tab:

Insert citation > Find Citationb. 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)a.In EndNote library, select a reference you wantb.Go to Word and place cursor at insertion pointc.Click on Insert Citation > Insert Selected Citation(s)

Editing Citations & Library References

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a

b

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.

Change Style & Create a Bib SectionTo change the citation styleEndNote X5 tab:Click on Style > Select Another Style…

To create bibliography section*a. Bottom right corner of Bibliography

group > Layout > Bibliography titleb. Type References (or Bibliography)

*The bibliography section appears only when you insert a citation

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Convert to Plain TextBefore sending documents to a publisher or IVLE,

remove 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.

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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…

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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…

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Export Travelling LibraryExports 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

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EndNote vs EndNote Web

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Feature EndNote EndNote WebOrganize references Yes YesStore and cite images and objects Yes YesFind full text articles automatically Yes NoLink to PDF files Yes YesFormat bibliographies Yes YesOnline database searching Yes YesImport filters for online databases 700+ predefined; create your own 700+ predefinedOperating System Mac OS X & Win Win, Mac & LinuxAccess to references Desktop & Network Web browserMulti-user access (network or Web) No Yes# of output styles 5,000+ predefined; create your own 3,400+ predefinedDatabase size Unlimited UnlimitedMax # of References Unlimited 25,000Max # of fields 52 50Max # of Reference Types 46 39Create table and figure lists Yes NoSubject Bibliography Yes NoSpell Check Yes NoCreate a list of "favorite" styles Yes YesReference grouping Yes YesCreate Smart Groups for instant sorting Yes NoAdvanced searching capabilities Yes NoSearch across multiple databases Cite While You Write NoIntegrated in MS Word Cite While You Write Cite While You Write (optional installation)

http://www.myendnoteweb.com/

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…

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More InformationEndNote LibGuide

EndNote X5 Getting Started Guide (PDF)

What’s New in EndNote X5

Endnote Training YouTube Channel

EndNote Updates

Output Styles

Import Filters

Connection Files

Microsoft Word Templates

Frequently Asked Questions

Contact NUS Libraries’ EndNote team: askalib@nus.edu.sg

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Thank You!