ENDNOTE presentation

EndNote for Engineering EndNote for Engineering & Biomed& BiomedIEEE DIGIEEE DIG

Julie AllmayerJulie AllmayerJay BhattJay Bhatt

May 9, 2007May 9, 2007

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Installing EndNote onInstalling EndNote onYour Computer (1 of 3)Your Computer (1 of 3)

EndNote is a free download from the IRT EndNote is a free download from the IRT Computer MarketplaceComputer Marketplace

Go to Go to www.drexel.edu/IRTwww.drexel.edu/IRT and click on and click on Computer MarketplaceComputer Marketplace on the left on the left

Click on Click on Get SoftwareGet Software Click on the “Click on the “Login to Download Login to Download

SoftwareSoftware” button” button At the login prompt, enter your username At the login prompt, enter your username

in the form in the form [email protected] [email protected] (i.e. (i.e. [email protected]) and your [email protected]) and your password

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Click on the Click on the FacultyandStaffFacultyandStaff link link Click on either Click on either MacintoshSoftwareMacintoshSoftware

or or PCSoftwarePCSoftware Click on Click on EndNoteEndNote Click onClick on EndNoteX_Installer.dmg EndNoteX_Installer.dmg

(Mac) or (Mac) or EndNote_X.exeEndNote_X.exe (PC) (PC) Save Save thethe installer fileinstaller file

– Do not Run the installer file!Do not Run the installer file!

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Double-click on Double-click on EndNote_X.exeEndNote_X.exe Click Click UnzipUnzip to unzip to the specified folder to unzip to the specified folder

((EndNote_XEndNote_X)) Open the EndNote_X folderOpen the EndNote_X folder

– Located in the same directory as Located in the same directory as EndNote_X.exeEndNote_X.exe

Double-click on Double-click on Setup.exeSetup.exe Click through installation wizard and Click through installation wizard and

accept all defaultsaccept all defaults Click Click FinishFinish

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Updating EndNoteUpdating EndNote

Version 10.0.0 Version 10.0.0 10.0.2 10.0.2 2 ways to perform update:2 ways to perform update:

– Help Help EndNote Program Updates EndNote Program Updates– Start Start All Programs All Programs EndNote EndNote

Update EndNoteUpdate EndNote Must close out of EndNote during Must close out of EndNote during

installation (if you don’t, it will installation (if you don’t, it will prompt you)prompt you)

After installation, reboot is requiredAfter installation, reboot is required

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Why Update EndNote?Why Update EndNote?

If you don’t update, journal articles will If you don’t update, journal articles will appear as Ref Type: Ancient Text appear as Ref Type: Ancient Text (Windows only)(Windows only)

Updated & expanded Connection Files, Updated & expanded Connection Files, Output Styles, Import Filters, and Style Output Styles, Import Filters, and Style TemplatesTemplates

Updated Cite While You Write™ interaction Updated Cite While You Write™ interaction with Microsoft Wordwith Microsoft Word

New “Transfer References” feature that New “Transfer References” feature that enables direct transfer between EndNote enables direct transfer between EndNote desktop and EndNote Web (& vice versa)desktop and EndNote Web (& vice versa)

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EndNote Demo (1 of 2)EndNote Demo (1 of 2)

Create a new EndNote libraryCreate a new EndNote library Add a ReferenceAdd a Reference

– ManuallyManually– Direct exportDirect export– Connection filesConnection files– Import filtersImport filters

Import from RefWorksImport from RefWorks

Add Items to a ReferenceAdd Items to a Reference– Insert picturesInsert pictures– Insert objectsInsert objects– Insert links to PDF filesInsert links to PDF files

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EndNote Demo (2 of 2)EndNote Demo (2 of 2)

Enable Link to Full Text from DrexelEnable Link to Full Text from Drexel– EndNote Preferences (EndNote Preferences (Edit Edit

PreferencesPreferences)) Cite While You Write (CWYW)Cite While You Write (CWYW)

– Insert a citationInsert a citation Insert a figure citationInsert a figure citation Insert a table citationInsert a table citation

– Format bibliography in a different output Format bibliography in a different output stylestyle

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Download Zip FolderDownload Zip Folder

Go to:Go to:

www.pages.drexel.edu/~dmt34/endnotewww.pages.drexel.edu/~dmt34/endnote Click on Download the EndNote zip file.Click on Download the EndNote zip file.

– Internet Explorer: click on Internet Explorer: click on SaveSave and save to and save to DesktopDesktop

– Firefox: click on Firefox: click on Save to DiskSave to Disk Open zip folder and Open zip folder and Extract all files Extract all files to to

DesktopDesktop

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Creating/Opening anCreating/Opening anEndNote Library (1 of 2)EndNote Library (1 of 2)

If the EndNote X prompt does not If the EndNote X prompt does not appear:appear:– To create a new EndNote library:To create a new EndNote library:

Go to Go to File File New NewSelect a save locationSelect a save locationEnter a file name for your libraryEnter a file name for your library

– To open the sample EndNote library:To open the sample EndNote library:Go to Go to File File Open Open Open Library Open LibraryNavigate to Navigate to C:\Program Files\EndNote X\C:\Program Files\EndNote X\

ExamplesExamples and select and select Paleo.enlPaleo.enl

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Creating/Opening anCreating/Opening anEndNote Library (2 of 2)EndNote Library (2 of 2)

If the EndNote X prompt appears:If the EndNote X prompt appears:– To create a new library, select To create a new library, select Create a Create a

new EndNote librarynew EndNote library– To open the sample library, select To open the sample library, select Open Open

an existing EndNote libraryan existing EndNote library and and select the select the PaleoPaleo library library

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Adding a ReferenceAdding a ReferenceManually (1 of 4)Manually (1 of 4)

Go to Go to References References New New ReferenceReference

Change Reference Type from Journal Change Reference Type from Journal Article, if necessaryArticle, if necessary

Author names: enter as Author names: enter as First Middle First Middle LastLast or or Last, First MiddleLast, First Middle– Ex: Ex: Jean-Claude Bradley Jean-Claude Bradley oror

Bradley, Jean-ClaudeBradley, Jean-Claude– Individual author names must be Individual author names must be

entered one per line, so hit entered one per line, so hit EnterEnter if if there is a second authorthere is a second author

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Authors: Authors: Bradley, Jean-ClaudeBradley, Jean-ClaudeBhatt, JayBhatt, Jay

Year:Year: 20032003Title:Title: The use of SMIRP: Case studyThe use of SMIRP: Case studyJournal:Journal: Educational Technology & SocietyEducational Technology & SocietyVolume:Volume: 66Issue:Issue: 11Keywords:Keywords: SMIRP, web-based, SMIRP, web-based,

procrastinationprocrastinationAbstract:Abstract: The use of SMIRP, a web-based The use of SMIRP, a web-based

collaborative tool, is discussed.collaborative tool, is discussed.

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Color codingColor coding– Black = information is already in libraryBlack = information is already in library– Red = information is new to libraryRed = information is new to library

TabTab to go to next field; to go to next field; Shift+TabShift+Tab to to go to previous fieldgo to previous field

Titles: capitalize only first word and Titles: capitalize only first word and proper nounsproper nouns– Output style will apply necessary Output style will apply necessary

changeschanges

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No extra punctuation or formatting No extra punctuation or formatting should be enteredshould be entered– EndNote will do this automaticallyEndNote will do this automatically

When you close the reference, it is When you close the reference, it is automatically saved (or go to automatically saved (or go to File File SaveSave to save manually) to save manually)

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Adding a Reference (Non-Adding a Reference (Non-Manually)Manually)

Perform direct export from information Perform direct export from information provider’s web site (if available) provider’s web site (if available)

Connect to an online database using an Connect to an online database using an EndNote “connection file”EndNote “connection file”

Download and import text file into EndNote Download and import text file into EndNote using appropriate import filterusing appropriate import filter

EASIEST

HARDEST

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Performing a Direct ExportPerforming a Direct Export

Direct export is available for many Direct export is available for many databases, including Ei Compendex, databases, including Ei Compendex, INSPEC, Science Direct, Web of INSPEC, Science Direct, Web of Science, and IEEE XploreScience, and IEEE Xplore– See handouts for database-specific See handouts for database-specific

instructionsinstructions– Fairly straightforwardFairly straightforward

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Connecting to a Remote DatabaseConnecting to a Remote DatabaseUsing a Connection File (1 of 2)Using a Connection File (1 of 2)

Connection files available for some Connection files available for some databasesdatabases– Example: PubMedExample: PubMed

You must have Internet access on your You must have Internet access on your computer to use a connection filecomputer to use a connection file

Go to Go to Tools Tools Connect Connect Connect Connect– Favorite databases will appear in Connect Favorite databases will appear in Connect

submenusubmenu– Start typing connection file name to jump to it Start typing connection file name to jump to it

in listin list– Once you have selected the connection file you Once you have selected the connection file you

want, click want, click ConnectConnect

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Connecting to a Remote DatabaseConnecting to a Remote DatabaseUsing a Connection File (2 of 2)Using a Connection File (2 of 2)

Enter search terms and click Enter search terms and click SearchSearch Click Click OKOK to retrieve matching references to retrieve matching references

or or CancelCancel to return to search window to return to search window To copy the references to a library:To copy the references to a library:

– Select all or a portion of the referencesSelect all or a portion of the references– Click Click Copy References ToCopy References To button and select a button and select a

librarylibrary Close the Retrieved References windowClose the Retrieved References window

– Disconnects you from databaseDisconnects you from database Close the Search windowClose the Search window

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Importing Reference DataImporting Reference DataUsing an Import Filter (1 of 2)Using an Import Filter (1 of 2)

For databases that do not have a direct export For databases that do not have a direct export or a connection file set up, you can save a text or a connection file set up, you can save a text file and import it into EndNote using EndNote’s file and import it into EndNote using EndNote’s import filtersimport filters– Example: ACMExample: ACM

Once you have saved the text file onto your Once you have saved the text file onto your computer:computer:– Go to Go to File File Import Import– Click the Click the Choose FileChoose File button and browse to the file button and browse to the file– Under Under Import OptionImport Option, select a filter, select a filter

If filter you want does not appear, select If filter you want does not appear, select Other FiltersOther Filters Start typing name of import filter to jump to it in listStart typing name of import filter to jump to it in list

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Importing Reference DataImporting Reference DataUsing an Import Filter (2 of 2)Using an Import Filter (2 of 2)

Comments section at bottom gives tips for Comments section at bottom gives tips for downloading referencesdownloading references

Specify settings for Duplicates and Text Specify settings for Duplicates and Text TranslationTranslation

Click Click ImportImport References are automatically added References are automatically added

to your libraryto your library To display all references, go to To display all references, go to

References References Show All Show All ReferencesReferences

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Importing & ExportingImporting & ExportingRefWorks RefWorks EndNote EndNote

RefWorks RefWorks EndNote EndNote Exporting from RefWorks: Exporting from RefWorks: Bibliographic Bibliographic

SoftwareSoftware output style output style Importing to EndNote: Importing to EndNote: Reference Reference

Manager (RIS)Manager (RIS) import option import option

EndNote EndNote RefWorks RefWorks Exporting from EndNote: Exporting from EndNote: RefMan (RIS) RefMan (RIS)

ExportExport output style output style Importing to RefWorks: Importing to RefWorks: EndNote (RIS)EndNote (RIS)

filterfilter

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Adding a Picture to a ReferenceAdding a Picture to a Reference

To attach a picture: To attach a picture: References References Insert PictureInsert Picture– Allowed file types: .bmp, .gif, .jpeg, .png, Allowed file types: .bmp, .gif, .jpeg, .png,

.tiff.tiff EndNote will insert the picture as a EndNote will insert the picture as a

thumbnail in the Image fieldthumbnail in the Image field Can be added to any reference typeCan be added to any reference type

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Adding an Object to aAdding an Object to aReference (1 of 2)Reference (1 of 2)

Object: any attached file that’s not a Object: any attached file that’s not a picturepicture

To attach an object: To attach an object: References References Insert Object Insert Object Choose File Choose File

The file will appear as an attachment The file will appear as an attachment in the Image fieldin the Image field

Can be added to any reference typeCan be added to any reference type

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Adding an Object to aAdding an Object to aReference (2 of 2)Reference (2 of 2)

EndNote recognizes EndNote recognizes at least at least these formats:these formats:– Audio files (WAV, MP3)Audio files (WAV, MP3)– Microsoft Access filesMicrosoft Access files– Microsoft Excel filesMicrosoft Excel files– Microsoft Power Point filesMicrosoft Power Point files– Microsoft Project filesMicrosoft Project files– Microsoft Visio filesMicrosoft Visio files– Microsoft Word filesMicrosoft Word files– Multimedia files (MOV, QuickTime)Multimedia files (MOV, QuickTime)– Technical drawing filesTechnical drawing files– Text files (TXT, RTF, HTML)Text files (TXT, RTF, HTML)

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Adding a PDF Link to a ReferenceAdding a PDF Link to a Reference

To link to a PDF file: To link to a PDF file: References References PDF PDF Link to PDF Link to PDF and browse to the file and browse to the file

If “Copy this file to the default PDF folder If “Copy this file to the default PDF folder and create a relative link” is checked, EN and create a relative link” is checked, EN will copy the file to the .data folderwill copy the file to the .data folder– If this box is unchecked, EN will create an If this box is unchecked, EN will create an

absolute linkabsolute link– I recommend creating I recommend creating relative linksrelative links

Can also drag and drop a PDF onto a Can also drag and drop a PDF onto a referencereference

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Setting EndNote PreferencesSetting EndNote Preferences Go to Go to Edit Edit Preferences Preferences To assign a particular library to open To assign a particular library to open

automatically every time you start automatically every time you start EndNote, click EndNote, click LibrariesLibraries on the left on the left

To change the display font, click To change the display font, click Display Display FontsFonts on the left on the left– Library Display FontLibrary Display Font – Library Window only – Library Window only– General Display FontGeneral Display Font – all other text in – all other text in

EndNoteEndNote To display foreign language characters, To display foreign language characters,

select a select a UnicodeUnicode font that supports those font that supports those characterscharacters

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Other EndNote PreferencesOther EndNote Preferences

Can do the following:Can do the following:– Set default Reference Type (i.e. journal Set default Reference Type (i.e. journal

article, book, etc.)article, book, etc.)– Instruct EndNote to ignore articles when Instruct EndNote to ignore articles when

sortingsorting– Customize display fields in Library Customize display fields in Library

WindowWindow– Set duplicate detection optionsSet duplicate detection options– Set spell check preferencesSet spell check preferences

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Enable Link to Full Text from Drexel Enable Link to Full Text from Drexel (“Get It! Drexel”)(“Get It! Drexel”)

Go to Go to Edit Edit Preferences Preferences and click on and click on OpenURL/PDFOpenURL/PDF on left on left

Under OpenURL Path, type: Under OpenURL Path, type: http://sfx.library.drexel.edu/sfx_localhttp://sfx.library.drexel.edu/sfx_local

Click Click OKOK After opening (not previewing) a reference, After opening (not previewing) a reference,

go to go to References References URL URL OpenURL OpenURL LinkLink

Connection to Drexel’s SFX server will open Connection to Drexel’s SFX server will open in a new windowin a new window

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Cite While You Write (CWYW)Cite While You Write (CWYW)

In Word, start typing your paperIn Word, start typing your paper To insert a citation, go to To insert a citation, go to Tools Tools

EndNote X EndNote X Find Citation(s) Find Citation(s) Type in a search term and click Type in a search term and click

SearchSearch Click the Click the InsertInsert button button EndNote automatically formats the EndNote automatically formats the

citation according to the currently citation according to the currently selected output styleselected output style

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Selecting a BibliographicSelecting a BibliographicStyle (1 of 2)Style (1 of 2)

To change the style in which the To change the style in which the bibliography is formatted: bibliography is formatted: Tools Tools EndNote X EndNote X Format Format BibliographyBibliography

Click on the drop-down arrow next to Click on the drop-down arrow next to “With output style” or click the “With output style” or click the BrowseBrowse button and select a style button and select a style

Click Click OKOK

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Selecting a BibliographicSelecting a BibliographicStyle (2 of 2)Style (2 of 2)

Existing citations and bibliography Existing citations and bibliography are reformatted according to the new are reformatted according to the new stylestyle

NOTE: If you make changes to your NOTE: If you make changes to your citations or bibliography in the text of citations or bibliography in the text of the paper, the paper, DO NOT change the DO NOT change the bibliographic style or your bibliographic style or your changes will be erasedchanges will be erased

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Inserting a Figure CitationInserting a Figure Citation

Images are inserted as figures unless the Images are inserted as figures unless the reference type is reference type is Chart or TableChart or Table, in which , in which case they are inserted as tablescase they are inserted as tables

Go to Go to Tools Tools EndNote X EndNote X Find Find Figure(s)Figure(s)

Type in a search term and click Type in a search term and click SearchSearch– Only references that match the search term Only references that match the search term

and contain an image or attachment will and contain an image or attachment will displaydisplay

Select a reference and click Select a reference and click InsertInsert

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Inserting a Table CitationInserting a Table Citation

For an attachment to be inserted as a For an attachment to be inserted as a table, it must be of the table, it must be of the Chart or TableChart or Table reference typereference type

Go to Go to Tools Tools EndNote X EndNote X Find Find Figure(s)Figure(s)

Type in a search term and click Type in a search term and click SearchSearch– Only references that match the search term Only references that match the search term

and contain an image or attachment will and contain an image or attachment will displaydisplay

Select a reference and click Select a reference and click InsertInsert

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EndNote ResourcesEndNote Resources

Getting Started Guide for Windows Getting Started Guide for Windows and Mac OS Xand Mac OS X

Complete EndNote manual Complete EndNote manual (EndNote.pdf) can be found in (EndNote.pdf) can be found in C:\C:\Program Files\EndNote XProgram Files\EndNote X

PDF of Getting Started Guide located PDF of Getting Started Guide located in that folder as wellin that folder as well

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EndNote WebsiteEndNote Websitewww.endnote.com www.endnote.com

Website Support & ServicesWebsite Support & Services– File downloads (updates, output styles, File downloads (updates, output styles,

import filters, connection files, import filters, connection files, document templates)document templates)

– Tech support availabilityTech support availabilityM-F, 6 am - 5 pm PSTM-F, 6 am - 5 pm PST

– FAQsFAQs– ““Hot issues”Hot issues”– EndNote Interest E-mail ListEndNote Interest E-mail List

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EndNote WebsiteEndNote Website

Training OpportunitiesTraining Opportunities– Online tutorialsOnline tutorials

EndNote Basics XEndNote Basics XEndNote Basics 9EndNote Basics 9

– Live webinarsLive webinarsReservations requiredReservations requiredConnect via WebexConnect via Webex

– Onsite classesOnsite classesFreeFree25 attendees required25 attendees required

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Need Help?Need Help?

Julie AllmayerJulie Allmayer

[email protected]@drexel.edu

(215) 895-1323(215) 895-1323

Jay BhattJay Bhatt

[email protected]@drexel.edu

(215) 895-1873(215) 895-1873

Business

ENDNOTE presentation