Basic Workshop

NUS Medical / Science Library 1

Basic Workshop


Objective

To Learn to use EndNote software to manage

references and easily insert / format citations, create

bibliographies in your publication


What is

A software that:

•stores and organizes references found from many sources

•inserts these citations into a Word document, and

•automatically format your references according to a predefined citation style


Flow Process in EndNote

Search and save References (eg. PubMed, Web of Science)

Microsoft Word

“Cite While You Write”

Import

Export

Other citation stylesJAMA / Vancouver citation style


5 Steps to Import Citations into your research paper

1. Install EndNote on your PC/Laptop

2. Create an EndNote Library

3. Collect References and Import into EndNote

4. Insert (Cite) the References in Microsoft Word

5. Change Reference (Citation) Style


Step 1: Install EndNote on PC/Laptop

a) Login to NUSNET on NUS campus (login via WebVPN for off-campus)

b) Click on http://software.nus.edu.sg/catalogue/sc-setup.exe to install the Software Catalogue Client 1.2

c) In your PC, go to Start -- > All Programs Software Catalogue Click on Software Catalogue Client 1.2

d) A window opens, entitled Software Catalogue.

e) On the left, under Software Category, click on Specialised Applications

f) Click on EndNote X3 to install

http://software.nus.edu.sg/catalogue/sc-setup.exe


Step 2 : Create an EndNote Library

a) Open EndNote.

b) Click on File New... to create a new EndNote Library.

c) Enter a filename.

d) Click Save.


Step 3 : Collect References/Citations

a) Method 1: Search in databases and export citations (PubMed)

b)Method 2: Search PubMed directly in EndNote

c) Method 3 : Manually enter a Reference


Step 3 : Collect References/CitationsMethod 1

Search in databases and export citationsa)Perform search in PubMed

b)Mark references to be saved

c)From the Display drop-down menu, select MEDLINE.

d)From the Send to drop-down menu, select File.

e)Save the file as a .txt file

http://libpweb1.nus.edu.sg/web/portlet/digitalLib/Proxy/Proxy.jsp?url=http://www.ncbi.nlm.nih.gov/entrez/query.fcgi

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Method 1 Con’d: Import into EndNote

a) Open an EndNote library previously created.

b) To import references, click on . A dialogue box “Import” appears:

i. Import data file: Browse for the saved file from PubMed

ii. Import option : Click Other filters. Look for the database name PubMed (NLM). Click Choose.

c) Click Import. The references will appear in your active EndNote Library.


Step 3 : Collect References/CitationsMethod 2:

Search PubMed directly in EndNote

• Valid only for Valid only for Freely Available Freely Available DatabasesDatabases

• This Method good for This Method good for KnownKnown Citations Citations

a) In an EndNote Library, under Online Search on the left, click on PubMed (NLM).

b)Enter keyword in search box

c)Retrieved records from 1 through XX. Enter the desired number for XX.

d)All records (relevant?) will be saved into EndNote


Step 3 : Collect References/CitationsMethod 3:

Manually Create a Reference in EndNote

• Useful for working papers / manuscripts which Useful for working papers / manuscripts which are not found in databasesare not found in databases

a) In an EndNote Library, at the top, click on ReferencesNew Reference

b) Under Reference Type:, click on the drop-down menu and select accordingly (eg. Web Page)

c)Enter information such as author, year, title

d)Simply click on X (close the window) and the reference will be saved


Other Featuresa) Remove Duplicates

i. In an EndNote Library, click References on the menu bar Find Duplicates

b) Organise References into Groups (or folders)

i. Highlight a reference in EndNote Library

ii. Right – Click Add References To Create Custom Group…

iii. Type a group name. Enter.

c) Auto-Filtering with Smart Groups

d) Compress a Library and Email to Colleague

e) Direct Links to Web of Science via Library Proxy

CWYW Toolbar in Microsoft Word

• Microsoft Word 2003

• Microsoft Word 2007

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Step 4: Insert References in Word (Cite While You Write)

a) In an EndNote library, highlight a reference.

b) In Microsoft Word, place cursor at insertion point.

c) Look for the EndNote toolbar:i. For Word 2003, click on 4th button Insert Selected

Citation(s)

ii. For Word 2007, click on the button Insert Citation. Click Insert Selected Citation(s).

d) The reference is inserted.

Step 5: Change Reference Style


a) In Microsoft Word, look for the EndNote toolbar:

i. For Word 2003 & below, click on the 3rd button Format Bibliography.

ii. For Word 2007, go to Style: Select another style

b) Under With output style, click Browse...

c) Select the desired journal style. Eg. JAMA

d) The references are now re-formatted.

Customize Citations

• Edit Citation(s)Use this command to make any changes inside a citation, such as adding page numbers or removing author names from author-date citations.

• Edit Library

Reference(s)This command allows

you to quickly access

the specific record for

any selected citation.

Other CWYW Features

17NUS Medical / Science Library

Additional CWYW Features

• Insert NoteUse this command to insert explanatory notes to be numbered as though they were bibliography entries, and then placed in the bibliography.

Other CWYW Features



• Unformat Citation(s)This command will remove the formatted bibliography and citations and replace all citations with plain-text placeholders that EndNote can match to library records to create formatted citations. This command is commonly used when moving documents between word-processing programs.

Other CWYW Features



• Remove Field CodesThis command will create a second copy of the document with all EndNote field coding removed (you can generally recognize field codes such as formatted EndNote citations by their turning grey when you select them in Word). It is used when sending documents to a publisher because the field coding used for EndNote citations can sometimes cause problems for publishers’ page layout programs.

Other CWYW Features



• Export Traveling LibraryEndNote creates a hidden “traveling” library containing only the references used in each paper. This traveling library is part of the coded information contained in each citation. Use this command to export the references (exclude Notes, Abstract, Figure & Caption) in this traveling library to a regular EndNote library.

Other CWYW Features



EndNote vs EndNote Web

Features EndNote EndNote Web

Advantages Work on references and cite independent of Web – less processing time

Web-based : longer processing & connection time

Full install on computer. No expiry.

Account expires if you leave NUS

Stores unlimited no. of references

Max. 10,000 references only

Store full-text (eg. PDF, sound files)

Unable to store full-text

Disadvantages References stored on local computer. Needs to save and move references to another computer.

Can work on references anywhere with Internet (renew account every 12 months via NUSNET)

Email : [email protected] or

[email protected]

LION – How to Use EndNote

LION – How to Use EndNote Web

EndNote X3 Getting Started Guide

EndNote X3 Tutorial

- View Online or Download

EndNote FAQs

EndNote Discussion Forum

Help


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More Info!

For assistance with installation via NUS Software Catalogue, contact

[email protected]

Best Wishes in Your Referencing

Medical / Science Library

Email: [email protected] or [email protected]

Info Desk Tel: 65162454NUS Medical / Science Library

Documents

Basic Workshop