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SDE Resource Team Central Library I. Overview II. Installation matters III. Navigating your Endnote Library (ENL) IV. Managing your citations (refs) V. Cite While You Write (CWYW) VI. Other features Overview Installation matters Navigating ENL Managing your citations Cite While You Write Overview Other features • Introduction • Where does it fit? • Comparison between ENW & EN • Endnote workflow Introduction to Two types: A software that: Endnote Web • stores & organizes citations found from many and diverse sources Endnote desktop • inserts these citations into a Word • automatically formats your references/citations according to a predefined citation style Comparison bet. ENW & EN Where does Endnote fit? Simplified view of the research process Endnote workflow Direct Import Online Manual Export Text File Search Data Entry INPUT EndNote OUTPUT Library Cite While You Write Word Processor Overview Installation matters Navigating ENL Managing your citations Cite While You Write Installation matters Other features • New features of EN X3 • NUS software catalogue • Mac users • Upgrading from earlier versions • Post-installation • Useful sites for updates & maintenance New features of EN X3 • Faster startup • Enhanced groups • Duplicate comparisons • Enhanced compressed libraries • Composite styles • CWYW for Open Office NUS software catalogue http://libpweb1.nus.edu.sg/lion/e/Step1detailed.pdf Follow the steps provided Mac users - X2 only for now 1. Also available from NUS Computer Centre 2. Follow the instruction of installation in LION: http://www.lib.nus.edu.sg/lion/e/endnoteGuide.html#Mac [Go to left margin of Library Portal and look for the little lion] Upgrading from earlier versions • Backup EVERYTHING! .ENL & .DATA files, custom styles, import filters & connection files • Move the files back into the respective folders after installation • Uninstall any earlier version before installing the latest version • Once installation is completed: Convert older ENL by opening your backed up files No conversion needed for versions 8, 9, X and X1 Macintosh & Windows compatible for X, X1 and X2 Post-Installation Launch EndNote : Start > All Programs > EndNote > EndNote Program Check “Cite While You Write” in Microsoft Word Installed files and folders: • C:\Program Files\EndNote [versionX2 or X3] • Folders – Connections, Filters, Styles & Templates Update & Maintenance Program Updates & Patches [http://www.endnote.com/support/enupdates.asp] Output Styles [http://www.endnote.com/support/enstyles.asp] Import Filters [http://www.endnote.com/support/enfilters.asp] Connection Files [http://www.endnote.com/support/enconnections.asp] EndNote Term List [http://www.endnote.com/support/faqs/Files/Terms.zip] Terms to complicate your life In Endnote X2 & X3: 1. Citation • EN reference/record 2. Bibliography • Compiled references/ bibliography 3. References • Output styles 4. Citation styles • Import filter • Connection files Overview Installation matters Navigating your ENL Managing your citations Cite While You Write Other features Navigating your ENL • Launch Endnote • Library Window • Reference Window • Groups • Create a Library • Preferences Launch EndNote • Start > Programs > Endnote > Endnote Program • Mac users, double click on EndNote Program icon [hard disk] • Locate the Example EN Library • [C drive>Program files>Endnote] • Copy Example.ENL and .DATA onto the desktop • Launch Example.ENL Create a Library • File > New… • Key-in the library filename (*.enl) • Select location to save the library • Click “Save” to create the new library Library Window • ENL file – EndNote library • .DATA folder – contains figures, groups & other significant files • A collection of your references required to create a bibliography • No limit to the no. of references, but try not to exceed 100,000 • Able to open more than one ENL at a time • Can be independently moved, copied, renamed or deleted Library Window X2 EndNote Window Menu EN Library Window Display Mode Toolbar References List Pane Groups Pane Status Bar Hide/Show Tab Pane Tab Pane Library Window X3 Groups Pane Reference Window X2 & X3 Menu Record Number EndNote Window Reference Type List Single ref Window Toolbar “Previous” & “Next” Hide/Show Empty Field Reference Buttons Reference Fields Status Bar Reference Window • Stores the information required to cite it in a bibliography & other information (e.g. keywords, notes, abstract); automatically saves • Automatically assigned a unique record number pertaining to the library that cannot be changed • > 45 different reference types • Up to 52 fields per reference • Text should remain as “plain text”, unless special char. • 45 files in the File Attachment field • Only 1 graphic or file in the Figure field Set your preferences Edit > Preference • Libraries - Set a default library • Display Fonts - Change the library display font • Display Fields - Change the fields in Reference List pane Overview Installation matters Navigating ENL Managing your citations Cite While You Write Other features Managing your citations 1. Populating your ENL [4 ways to input] 2. Organising your citations [creating custom/smart groups] Endnote workflow Direct Import Online Manual Export Text File Search Data Entry INPUT EndNote OUTPUT Library Cite While You Write Word Processor Direct Export (RIS format) I Make sure your relevant Endnote Library is open before opening the RIS file; otherwise choose to save the file Direct Export (RIS format) II Check Import filter 1. Go to ENL 2. File > Import Check Import Data file Check Import Option Importing citations (text format) Import citations (txt) - Exercise Use the classic catalogue and search for: Master plan 2003 Online search from EN X2 Change to 10 Online search from EN X3 Change 19 to 8 Organise your citations by creating groups Types of Groups: • Automatic Groups • Permanent & Temporary • Custom Groups • Smart Groups Add up to 500 custom & smart groups to a library In X3, there is an additional layer “Group Set”. Custom & Smart Groups Manual Data Entry http://www.endnote.com/training/WMVs/ENX2/06- Manual_Data_Entry.wmv Manual Data Entry - Exercise Manual Data Entry - Exercise i. Painting/orig. print ii. From the exhibition catalogue Lim Mu Hue, View from Mount Faber, Woodcut print, 18” x 24”, 1966 Overview Installation matters Navigating ENL Managing your citations Cite While You Write Cite While You Write Other Features • CWYW toolbars in Microsoft Word • Find & insert citations • Customize and editing citations • Additional CWYW features CWYW Toolbars in MS Word Easily and quickly cite references, figures & tables, and create a paper with properly formatted citations, a bibliography, figures & tables Makes happy writers! Some pointers: • Do NOT edit the citations and bibliographies in MS Word. Edit the reference in EndNote Library ONLY • To locate citation and bibliography fields, change the MS Word’s Field Shading option Word options > Advance > show document content CWYW Toolbars in MS Word Microsoft Word 2003 Microsoft Word 2007 Find & Insert Citations Find Citation(s) • Search the opened ENL • Enter search terms, then select the appropriate reference from list yielded • Insert the citation into your Word doc Insert Selected Citation(s) • Insert the reference you already selected in ENL into your Word doc at the location of the cursor. Format Bibliography • Change the citation style used for your document • make other changes to the layout of your bibliography e.g. adding titles and changing the line spacing Editing 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 References Quick access a specific ENL record from the selected citation in Word doc … Unformat citations • Removes the formatted bibliography and citations and replace all citations with plain-text placeholders that EndNote can match to library records to create formatted citations • Commonly used when moving documents between word-processing applications Remove Field Codes • This command will create a second copy of the document with all EndNote field coding removed (field codes turn grey when you select them in Word) • Used when sending documents to a publisher because the field coding used for EndNote citations often cause problems for Layout applications Export Travelling Library • EndNote creates a hidden “travelling” 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 (exclud. Notes, Abstract, Figure & Caption) in this traveling library to a regular EndNote library. Additional CWYW features Insert Note Use this command to insert explanatory notes to be numbered as though they were bibliography entries, and then placed in the bibliography. Find figures • Opens a search window to locate records with figures attached • A reference to the figure will be inserted at the location of your cursor. The image will be inserted either below the cursor location or in a list at the end of the document, depending on the selected EndNote style. Generate figure list • If you insert a new figure reference, all of the figures in the document will automatically be updated • If you delete or move a figure reference, you need to force an update of the figure numbering and placement. Use the Generate Figure List command to do this. CWYW Preferences • Use this to set preferences for EndNote’s CWYW settings for future documents. • If you use Word as your e-mail editor in MS Outlook, you should uncheck “Open EndNote when starting Word” option in the CWYW preferences. Overview Installation Matters Navigating your ENL Managing citations Cite While You Write Other Features Other Features • Backup Libraries • Recover Library • Find Duplicates • Transfer references to ENWeb Backup ENLibraries Save a Copy • Create an exact copy of the library, including [library name].DATA folder • File > Save a Copy... Backup ENLibraries Compressed Library • Save the complete library to a single compressed file, including [ENL name].DATA folder • To save : • File > Compressed Library (.enlx) • To restore : • File > Open > Open Library… Recover ENLibrary Repair the damaged EndNote Library Tool > Recover Library… Find Duplicates Edit > Preferences… > Duplicates Find Duplicates References > Find Duplicates Transfer References to ENW Edit > Preferences > EndNote Web ENW to EN EN to ENW Installation matters Navigating your Endnote Library (ENL) Managing your citations (refs) Cite While You Write (CWYW) Other features Help@NUS Libraries • Email : firstname.lastname@example.org • LION – How to Use EndNote • LION – How to Use EndNote Web • EndNote X2 Getting Started Guide • EndNote X2 User’s Guide • EndNote X2 Tutorial - View Online / YouTube / Download • EndNote FAQs • EndNote Discussion Forum SDE Resource Team Central Library email@example.com Tel: 6516 1643 firstname.lastname@example.org Tel: 6516 2027 email@example.com Tel: 6516 2029
"EndNote X2 Your Bibliographic Management Tool 14-18 September "