Dr Billy Wong University Research Centre

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1 Dr Billy Wong University Research Centre 12 March

2 Outline 1. Features of EndNote 2. Demonstration of using EndNote 2.1 Adding references 2.2 Maintenance of your bibliographic library 2.3 The "Cite While You Write" function for citing and formatting references 2.4 EndNote Online 3. Tips and limitations 2

3 1. Features of EndNote 3

4 EndNote An online search tool Search online bibliographic resources and retrieve references directly into your EndNote library A reference and full text organizer Group references according to your research projects Manage PDF documents A bibliography maker Insert citations and references to Microsoft Word documents according to the required formatting styles 4

5 EndNote X7 EndNote basic (Online) Pricing Free trial / Paid Free Where it lives Desktop & online Online Reference storage Unlimited 50,000 Attachment storage Unlimited 2 GB Online database searching Predefined bibliographic formatting styles Annotate PDFs EndNote

6 EndNote X7 6

7 EndNote X7: Microsoft Word plugin 7

8 EndNote Online 8

9 2. Demonstration of using EndNote 9

10 2.1 Adding references 1. Manual input 2. Online search 3. Export from online databases 10

11 Create a new EndNote library File New Give a name to the library A blank EndNote library 11

12 Add references (Manual input) 12

13 Add references (Manual input) 1. Select the reference type (journal article, book, etc.) 2. Enter the bibliographic details in the appropriate fields 3. Click the (or enter Ctrl+W) to save the record and close the New Reference entry window 13

14 Add references (Online search) 1. Select Online Search mode 4. Click Search 3. Enter keyword(s) 2. Select database 5. Choose the number of records, and click OK 14

15 Add references (Export from online databases) Web of Science 1. Select required references 2. Choose Save to EndNote desktop 15

16 Add references (Export from online databases) Web of Science 3. Click Send 4. Download the file to your computer 5. Open the downloaded file 16

17 Add references (Export from online databases) Google Scholar 1. Click Settings 2. Select Show links to import citations into EndNote 3. Click Save 17

18 Add references (Export from online databases) Google Scholar 3. Below the search result item, click Import into EndNote 18

19 Add references (Export from online databases) Google Scholar 4. Download the file to your computer, and open it. 5. The reference will be imported into your EndNote library. 19

20 Comparison of different ways to add references Manual input Online search Export from online databases Advantages Sometimes the only way to input references not found in online databases Quick and work well when seeking known references Disadvantages Slow A greater chance of having typographical errors Some relevant references may be missed Limited options in the search box Not all databases are supported Fewer steps Not all databases are supported 20

21 2.2 Maintenance of your bibliographic library 1. Sorting references 2. Searching references 3. Grouping references 4. Removing duplicate references 5. Finding and annotating PDF documents 21

22 Sorting references You can sort the references according to different criteria. 22

23 Searching references You may search the references using different criteria. 23

24 Grouping references 1. From the top menu, select Groups Create Group 2. Give a name to the group created 24

25 Grouping references 3. Select a reference. Then drag and drop it to a group. (You may assign a reference to more than one group.) 25

26 Grouping references (Smart Group) 1. From the top menu, select Groups Create Smart Group 2. Enter the group name and grouping criteria. Then click Create. 26

27 Grouping references (Smart Group) The reference(s) fulfilling the grouping criteria will be automatically categorized to the smart group (including the new references added in future). 27

28 Removing duplicate references 1. From the top menu, select References Find Duplicates 28

29 Removing duplicate references 2. Compare the duplicate references, and select the one you want to keep. 29

30 Finding and annotating PDF documents Select the reference, and then click the button Find Full Text. 30

31 Finding and annotating PDF documents EndNote will automatically search the PDF document online for this reference. You may read and annotate the PDF document in EndNote directly. 31

32 2.3 The "Cite While You Write" function for citing and formatting references 32

33 Cite references in Microsoft Word 1 1. Select reference(s) in EndNote you want to cite Go to Word EndNote X7 3. Select the referencing style required 4. Move the cursor to where you want the reference(s) be cited 5. Insert Citation Insert Selected Citation(s) 33

34 Cite references in Microsoft Word The citation and reference list will be automatically generated in the Word document. 34

35 Cite references in Microsoft Word (Search references directly in Word) 1 1. Click Insert Citation Enter keyword (e.g. author or year) to search references 3. Select the reference you want to cite 4. Select the citation style 4 35

36 Edit citations Select the citation 2. Click Edit & Manage Citation(s) 3 3. Input the required information (e.g. page number) 4. Click OK 4 36

37 Edit reference information Any changes in reference information (e.g. fix a typo) need to be done in the EndNote library (not the Word document). 1 2 After changes have been made, click Update Citations and Bibliography in Word to regenerate the citations. 37

38 Change referencing styles You can change the referencing style anytime. All citations will be automatically reformatted

39 Obtain more referencing styles EndNote offers more than 6,000 referencing styles for download on its website. Some journal publishers also provide the EndNote referencing style files for their journals for download. E.g. The downloaded referencing style files have to be put into the EndNote style folder in local computer. (Default location: C:\Program Files\EndNote X7\Styles) 39

40 2.4 EndNote Online 40

41 Create your EndNote Online account Go to: 41

42 Download the Cite While You Write plugin

43 Enter your EndNote Online account

44 Syncing with EndNote (desktop version) 1. In EndNote, select Edit Preferences 2. Go to Sync, enter your EndNote Online account, and click OK/ 確 定. 44

45 Syncing with EndNote (desktop version) 3. Click the Sync Library button to have your EndNote library available online. 45

46 3. Tips and Limitations 46

47 EndNote Library You may have more than one EndNote library for different purposes. E.g. one for each research project However, once you cite from one library in a Word document, you cannot easily change. 47

48 Author names There are different ways to enter author names for a reference. Tiberius Rex [last word treated as the Last name] Morre, Nicole [Last name - comma - First name] Smith, Williams G. de Gaulle, Charles de Young, John Robert, Jr. [Last Name - comma - First Name - comma - Title] University of California, [the whole unit treated as the last name] 48

49 Removing references from a Word document 2 1. Select the reference for removal 2. Click Edit & Manage Citation(s) Select the correct reference 4. Click Edit Reference 5. Select Remove Citation 6. Click OK

50 Convert the formatted citations to plain text 1. Click Convert Citations and Bibliography 2. Select Convert to Plain Text 50

51 Backup Remember to backup your EndNote library regularly. 51

52 URC support For any enquiries of using EndNote, please contact Billy Wong (ext. 6718, tamiwong) or Terry Lee (ext. 6719, tmklee). Other training materials Training videos ( User manual ( 52

53 Questions are welcomed. 53

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