EndNote X2 Your Bibliographic Management Tool 11-17 September 2008 Patrick Pu Engineering & Computer Science Resource Team
Objectives <ul><li>What is EndNote? </li></ul><ul><li>EndNote Library </li></ul><ul><li>References </li></ul><ul><li>Cite ...
What is EndNote? What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul>...
Introduction to EndNote <ul><li>A software that: </li></ul><ul><ul><li>stores and organizes citations found from many sour...
EndNote Flowchart EndNote Library Direct Export Manual Data Entry Online Search Import Text File Cite While You Write Word...
Software & Hardware Requirements <ul><li>Software Requirements : </li></ul><ul><ul><li>Windows XP with SP2 or Vista </li><...
New Features of EN X2  <ul><ul><li>Search for references easily with new integrated tab </li></ul></ul><ul><ul><li>Quickly...
Comparison Between EN & ENW
User Needs of EndNote Solutions
EndNote Library What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><...
Launch EndNote X2 <ul><ul><li>Start > Programs > EndNote > EndNote Program </li></ul></ul><ul><ul><li>Start > Run >  ibsto...
Library Window <ul><ul><li>A collection of references, each containing the information required to create a bibliography <...
Library Window Groups Pane References List Pane Tab Pane Menu Toolbar EndNote Window Library Window Status Bar Hide/Show T...
Reference Window <ul><ul><li>Stores the information required to cite it in a bibliography, and other information (e.g. key...
Reference Window Reference Fields Menu Toolbar EndNote Window Reference Window Hide/Show Empty Field Status Bar Record Num...
Groups <ul><ul><li>Add up to 500 custom & smart groups to a library </li></ul></ul><ul><ul><li>Types of Groups: </li></ul>...
Create a Library <ul><ul><li>File > New… </li></ul></ul><ul><ul><li>Key-in the library filename (*.enl) </li></ul></ul><ul...
Preferences <ul><ul><li>Edit > Preference… </li></ul></ul><ul><ul><li>Change for: </li></ul></ul><ul><ul><ul><li>Libraries...
References What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><li>Di...
Direct Export
Direct Export - Exercise
Import Text File
Import a Text File - Exercise
Online Search Change to 10
Manual Data Entry  <ul><ul><li>http://www.endnote.com/training/WMVs/ENX2/06-Manual_Data_Entry.wmv </li></ul></ul>
Manual Data Entry - Exercise
Cite While You Write What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation ...
Cite While You Write (CWYW) <ul><ul><li>Easily and quickly cite  references ,  figures  &  tables , and create a paper wit...
CWYW Toolbars in Microsoft Word <ul><ul><li>Microsoft Word 2003 </li></ul></ul><ul><ul><li>Microsoft Word 2007 </li></ul><...
Find & Insert Citations <ul><ul><li>Find Citation(s) </li></ul></ul><ul><ul><li>This command will provide a search window ...
Customize Citations <ul><ul><li>Format Bibliography </li></ul></ul><ul><ul><li>This command will allow you to change the E...
Customize Citations <ul><ul><li>Edit Citation(s) </li></ul></ul><ul><ul><li>Use this command to make any changes inside a ...
Additional CWYW Features <ul><ul><li>Unformat Citation(s) </li></ul></ul><ul><ul><li>This command will remove the formatte...
Additional CWYW Features <ul><ul><li>Remove Field Codes </li></ul></ul><ul><ul><li>This command will create a second copy ...
Additional CWYW Features <ul><ul><li>Export Traveling Library </li></ul></ul><ul><ul><li>EndNote creates a hidden “traveli...
Additional CWYW Features <ul><ul><li>Insert Note </li></ul></ul><ul><ul><li>Use this command to insert explanatory notes t...
Additional CWYW Features <ul><ul><li>Find Figure(s) </li></ul></ul><ul><ul><li>This command will provide a search window m...
Additional CWYW Features <ul><ul><li>Cite While You Write Preferences </li></ul></ul><ul><ul><li>Use this command to set p...
Other Features What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><l...
Backup Libraries <ul><ul><li>Save a Copy </li></ul></ul><ul><ul><ul><li>Create an exact copy of the library, including [li...
Backup Libraries <ul><ul><li>Compressed Library </li></ul></ul><ul><ul><ul><li>Save the complete library to a single compr...
Recover Library <ul><ul><li>Repair the damaged EndNote Library </li></ul></ul><ul><ul><li>Tool > Recover Library… </li></u...
Find Duplicates <ul><ul><li>Edit > Preferences… > Duplicates </li></ul></ul>
Find Duplicates <ul><ul><li>References > Find Duplicates </li></ul></ul>
Transfer References to EndNote Web <ul><ul><li>Edit > Preferences > EndNote Web </li></ul></ul>
Transfer References to EndNote Web ENW to EN EN to ENW
Windows Installation What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation ...
New Installation [http://libpweb1.nus.edu.sg/lion/e/Step1detailed.pdf] Windows XP with Microsoft Word 2003
New Installation [http://libpweb1.nus.edu.sg/lion/e/Step1detailed.pdf] Windows Vista with Microsoft Word 2007
Upgrade from Earlier Version of EN <ul><ul><li>Backup any custom styles, import filters and connection files. Libraries wi...
Post-Installation <ul><ul><li>Launch EndNote :  Start > All Programs > EndNote > EndNote Program </li></ul></ul><ul><ul><l...
Update & Maintenance <ul><ul><li>Program Updates & Patches </li></ul></ul><ul><ul><li>[http://www.endnote.com/support/enup...
Summary EndNote X2 Your Bibliographic Management Tool <ul><li>What is EndNote? </li></ul><ul><li>EndNote Library </li></ul...
Help <ul><li>Email :  [email_address] </li></ul><ul><li>LION – How to Use  EndNote </li></ul><ul><li>LION – How to Use  En...
Patrick Pu [email_address] Tel: 6516 6212 Engineering & Computer Science Resource Team Thank You Wish you all the best!
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EndNote X2 for FoE

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EndNote X2 for FoE

  1. 1. EndNote X2 Your Bibliographic Management Tool 11-17 September 2008 Patrick Pu Engineering & Computer Science Resource Team
  2. 2. Objectives <ul><li>What is EndNote? </li></ul><ul><li>EndNote Library </li></ul><ul><li>References </li></ul><ul><li>Cite While You Write </li></ul><ul><li>Other Features </li></ul><ul><li>Windows Installation </li></ul>
  3. 3. What is EndNote? What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><li>Introduction to EndNote </li></ul><ul><li>EndNote Flowchart </li></ul><ul><li>Software & Hardware Requirements </li></ul><ul><li>New Features of EndNote X2 </li></ul><ul><li>Comparison Between EndNote & EndNote Web </li></ul><ul><li>User Needs of EndNote Solutions </li></ul>
  4. 4. Introduction to EndNote <ul><li>A software that: </li></ul><ul><ul><li>stores and organizes citations found from many sources </li></ul></ul><ul><ul><li>inserts these citations into a Word document, and </li></ul></ul><ul><ul><li>automatically formats your references according to a predefined citation style </li></ul></ul>
  5. 5. EndNote Flowchart EndNote Library Direct Export Manual Data Entry Online Search Import Text File Cite While You Write Word Processor INPUT OUTPUT
  6. 6. Software & Hardware Requirements <ul><li>Software Requirements : </li></ul><ul><ul><li>Windows XP with SP2 or Vista </li></ul></ul><ul><ul><li>Microsoft Word 2003 or 2007 </li></ul></ul><ul><ul><li>NUS Software Catalogue ( [email_address] ) </li></ul></ul><ul><li>Hardware Requirements : </li></ul><ul><ul><li>Pentium 450 MHz or faster processor </li></ul></ul><ul><ul><li>At least 180MB hard disk free space </li></ul></ul><ul><ul><li>Minimum of 256 MB RAM </li></ul></ul><ul><ul><li>Internet or LAN connection </li></ul></ul>
  7. 7. New Features of EN X2 <ul><ul><li>Search for references easily with new integrated tab </li></ul></ul><ul><ul><li>Quickly initiate an Online Search </li></ul></ul><ul><ul><li>Use Smart Group to view and manage references </li></ul></ul><ul><ul><li>Track new and updated features with the Auto Date Stamp </li></ul></ul><ul><ul><li>View library and record summaries </li></ul></ul><ul><ul><li>Compress your EndNote library and attach it to an email automatically </li></ul></ul><ul><ul><li>New reference types: Aggregated Database, Blog, Catalog, Pamphlet, Serial Publication and Standard </li></ul></ul>
  8. 8. Comparison Between EN & ENW
  9. 9. User Needs of EndNote Solutions
  10. 10. EndNote Library What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><li>Launch EndNote X2 </li></ul><ul><li>Library Window </li></ul><ul><li>Reference Window </li></ul><ul><li>Groups </li></ul><ul><li>Create a Library </li></ul><ul><li>Preferences </li></ul>
  11. 11. Launch EndNote X2 <ul><ul><li>Start > Programs > EndNote > EndNote Program </li></ul></ul><ul><ul><li>Start > Run > ibstoreendnote </li></ul></ul><ul><ul><li>..ENX2 ExerciseSample_Library.enl </li></ul></ul>
  12. 12. Library Window <ul><ul><li>A collection of references, each containing the information required to create a bibliography </li></ul></ul><ul><ul><li>No limit to the number of references </li></ul></ul><ul><ul><li>Not recommended exceeding 100,000 references </li></ul></ul><ul><ul><li>Can open more than one library at a time </li></ul></ul><ul><ul><li>Compatible between Windows & Macintosh </li></ul></ul><ul><ul><li>Can be independently moved, copied, renamed or deleted using the Windows Explorer </li></ul></ul><ul><ul><li>.ENL file – EndNote library </li></ul></ul><ul><ul><li>.DATA folder – contains figures, groups and other significant files </li></ul></ul>
  13. 13. Library Window Groups Pane References List Pane Tab Pane Menu Toolbar EndNote Window Library Window Status Bar Hide/Show Tab Pane
  14. 14. Reference Window <ul><ul><li>Stores the information required to cite it in a bibliography, and other information (e.g. keywords, notes, abstract) </li></ul></ul><ul><ul><li>Automatically assigned a unique record number pertaining to the library that cannot be changed </li></ul></ul><ul><ul><li>45 different reference types </li></ul></ul><ul><ul><li>Up to 52 fields per reference </li></ul></ul><ul><ul><li>Text should remain as “plain text”, unless special term or character </li></ul></ul><ul><ul><li>Only 1 graphic or file in the Figure field </li></ul></ul><ul><ul><li>Automatically saved when it is closed </li></ul></ul>
  15. 15. Reference Window Reference Fields Menu Toolbar EndNote Window Reference Window Hide/Show Empty Field Status Bar Record Number Reference Type List “ Previous” & “Next” Reference Buttons
  16. 16. Groups <ul><ul><li>Add up to 500 custom & smart groups to a library </li></ul></ul><ul><ul><li>Types of Groups: </li></ul></ul><ul><ul><ul><li>Automatic Groups </li></ul></ul></ul><ul><ul><ul><li>(Permanent & Temporary) </li></ul></ul></ul><ul><ul><ul><li>Custom Groups </li></ul></ul></ul><ul><ul><ul><li>Smart Groups </li></ul></ul></ul><ul><ul><ul><li>Online Search </li></ul></ul></ul><ul><ul><ul><li>EndNote Web </li></ul></ul></ul>
  17. 17. Create a Library <ul><ul><li>File > New… </li></ul></ul><ul><ul><li>Key-in the library filename (*.enl) </li></ul></ul><ul><ul><li>Select location to save the library </li></ul></ul><ul><ul><li>Click “Save” to create the new library </li></ul></ul>
  18. 18. Preferences <ul><ul><li>Edit > Preference… </li></ul></ul><ul><ul><li>Change for: </li></ul></ul><ul><ul><ul><li>Libraries - Set a default library </li></ul></ul></ul><ul><ul><ul><li>Display Fonts - Change the library display font </li></ul></ul></ul><ul><ul><ul><li>Display Fields - Change the fields in Reference List pane </li></ul></ul></ul>
  19. 19. References What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><li>Direct Export </li></ul><ul><li>Import Text File </li></ul><ul><li>Online Search </li></ul><ul><li>Manual Data Entry </li></ul>
  20. 20. Direct Export
  21. 21. Direct Export - Exercise
  22. 22. Import Text File
  23. 23. Import a Text File - Exercise
  24. 24. Online Search Change to 10
  25. 25. Manual Data Entry <ul><ul><li>http://www.endnote.com/training/WMVs/ENX2/06-Manual_Data_Entry.wmv </li></ul></ul>
  26. 26. Manual Data Entry - Exercise
  27. 27. Cite While You Write What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><li>CWYW Toolbars in Microsoft Word </li></ul><ul><li>Find & Insert Citations </li></ul><ul><li>Customize Citations </li></ul><ul><li>Additional CWYW Features </li></ul>
  28. 28. Cite While You Write (CWYW) <ul><ul><li>Easily and quickly cite references , figures & tables , and create a paper with properly formatted citations , a bibliography , figures & tables </li></ul></ul><ul><ul><li>DO NOT edit the citations and bibliographies in Word Processor. Edit the reference in the EndNote Library ONLY </li></ul></ul><ul><ul><li>To locate citation and bibliography fields, change the Microsoft Word’s Field Shading option </li></ul></ul>
  29. 29. CWYW Toolbars in Microsoft Word <ul><ul><li>Microsoft Word 2003 </li></ul></ul><ul><ul><li>Microsoft Word 2007 </li></ul></ul>
  30. 30. Find & Insert Citations <ul><ul><li>Find Citation(s) </li></ul></ul><ul><ul><li>This command will provide a search window where you can enter text that is in any field. You can then select references from a list of those that contain your search terms and insert them into your paper. </li></ul></ul><ul><ul><li>Insert Selected </li></ul></ul><ul><ul><li>Citation(s) </li></ul></ul><ul><ul><li>This command will insert </li></ul></ul><ul><ul><li>the references you </li></ul></ul><ul><ul><li>selected in EndNote into </li></ul></ul><ul><ul><li>your document at the </li></ul></ul><ul><ul><li>location of the Word cursor. </li></ul></ul>
  31. 31. Customize Citations <ul><ul><li>Format Bibliography </li></ul></ul><ul><ul><li>This command will allow you to change the EndNote style used for your document. It will also let you make other changes to the layout of your bibliography, such as adding titles and changing the line spacing. </li></ul></ul>
  32. 32. Customize Citations <ul><ul><li>Edit Citation(s) </li></ul></ul><ul><ul><li>Use this command to make any changes inside a citation, such as adding page numbers or removing author names from author-date citations. </li></ul></ul><ul><ul><li>Edit Library </li></ul></ul><ul><ul><li>Reference(s) </li></ul></ul><ul><ul><li>This command allows </li></ul></ul><ul><ul><li>you to quickly access </li></ul></ul><ul><ul><li>the specific record for </li></ul></ul><ul><ul><li>any selected citation. </li></ul></ul>
  33. 33. Additional CWYW Features <ul><ul><li>Unformat Citation(s) </li></ul></ul><ul><ul><li>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. </li></ul></ul>
  34. 34. Additional CWYW Features <ul><ul><li>Remove Field Codes </li></ul></ul><ul><ul><li>This 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. </li></ul></ul>
  35. 35. Additional CWYW Features <ul><ul><li>Export Traveling Library </li></ul></ul><ul><ul><li>EndNote 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. </li></ul></ul>
  36. 36. Additional CWYW Features <ul><ul><li>Insert Note </li></ul></ul><ul><ul><li>Use this command to insert explanatory notes to be numbered as though they were bibliography entries, and then placed in the bibliography. </li></ul></ul>
  37. 37. Additional CWYW Features <ul><ul><li>Find Figure(s) </li></ul></ul><ul><ul><li>This command will provide a search window much like the Find Citation window where you can enter text that is in any field in the record you want to find. You can then select references from a list of those records with figures attached that contain your search terms. 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. </li></ul></ul><ul><ul><li>Generate Figure List </li></ul></ul><ul><ul><li>If you insert a new figure reference, all of the figures in the document will automatically be updated, but if you delete or move a figure reference you will need to force an update of the figure numbering and placement. Use the Generate Figure List command to do this. </li></ul></ul>
  38. 38. Additional CWYW Features <ul><ul><li>Cite While You Write Preferences </li></ul></ul><ul><ul><li>Use this command to set preferences for EndNote’s cite while you write settings for future documents. (Note: If you use Word as your e-mail editor in Microsoft Outlook, you should leave the Open EndNote when Starting Word option in the CWYW preferences unchecked.) </li></ul></ul>
  39. 39. Other Features What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><li>Backup Libraries </li></ul><ul><li>Recover Library </li></ul><ul><li>Find Duplicates </li></ul><ul><li>Transfer References to EndNote Web </li></ul>
  40. 40. Backup Libraries <ul><ul><li>Save a Copy </li></ul></ul><ul><ul><ul><li>Create an exact copy of the library, including [library name].DATA folder </li></ul></ul></ul><ul><ul><ul><li>File > Save a Copy... </li></ul></ul></ul>
  41. 41. Backup Libraries <ul><ul><li>Compressed Library </li></ul></ul><ul><ul><ul><li>Save the complete library to a single compressed file, including [library name].DATA folder </li></ul></ul></ul><ul><ul><ul><li>To save: File > Compressed Library (.enlx) </li></ul></ul></ul><ul><ul><ul><li>To restore: File > Open > Open Library… </li></ul></ul></ul>
  42. 42. Recover Library <ul><ul><li>Repair the damaged EndNote Library </li></ul></ul><ul><ul><li>Tool > Recover Library… </li></ul></ul>
  43. 43. Find Duplicates <ul><ul><li>Edit > Preferences… > Duplicates </li></ul></ul>
  44. 44. Find Duplicates <ul><ul><li>References > Find Duplicates </li></ul></ul>
  45. 45. Transfer References to EndNote Web <ul><ul><li>Edit > Preferences > EndNote Web </li></ul></ul>
  46. 46. Transfer References to EndNote Web ENW to EN EN to ENW
  47. 47. Windows Installation What is EndNote? EndNote Library References Cite While You Write Other Features Windows Installation <ul><li>New Installation </li></ul><ul><li>Upgrade from Earlier Version of EndNote </li></ul><ul><li>Post-Installation </li></ul><ul><li>Update & Maintenance </li></ul>
  48. 48. New Installation [http://libpweb1.nus.edu.sg/lion/e/Step1detailed.pdf] Windows XP with Microsoft Word 2003
  49. 49. New Installation [http://libpweb1.nus.edu.sg/lion/e/Step1detailed.pdf] Windows Vista with Microsoft Word 2007
  50. 50. Upgrade from Earlier Version of EN <ul><ul><li>Backup any custom styles, import filters and connection files. Libraries will not be deleted. Move the files back into the respective folders after installation </li></ul></ul><ul><ul><li>Uninstall any earlier version of EndNote before installing EndNote X2 </li></ul></ul><ul><ul><li>EndNote Libraries: </li></ul></ul><ul><ul><ul><li>To convert : File > Open > Open Library </li></ul></ul></ul><ul><ul><ul><li>No conversion - 8, 9, X and X1 </li></ul></ul></ul><ul><ul><ul><li>Convert automatically - 5, 6 or 7 </li></ul></ul></ul><ul><ul><ul><li>Macintosh & Windows is compatible : X, X1 and X2 </li></ul></ul></ul>
  51. 51. Post-Installation <ul><ul><li>Launch EndNote : Start > All Programs > EndNote > EndNote Program </li></ul></ul><ul><ul><li>Check “Cite While You Write” in Microsoft Word </li></ul></ul><ul><ul><li>Installed files and folders: </li></ul></ul><ul><ul><ul><li>C:Program FilesEndNote X2 </li></ul></ul></ul><ul><ul><ul><li>Folders – Connections, Filters, Styles & Templates </li></ul></ul></ul>
  52. 52. Update & Maintenance <ul><ul><li>Program Updates & Patches </li></ul></ul><ul><ul><li>[http://www.endnote.com/support/enupdates.asp] </li></ul></ul><ul><ul><li>Output Styles </li></ul></ul><ul><ul><li>[http://www.endnote.com/support/enstyles.asp] </li></ul></ul><ul><ul><li>Import Filters </li></ul></ul><ul><ul><li>[http://www.endnote.com/support/enfilters.asp] </li></ul></ul><ul><ul><li>Connection Files </li></ul></ul><ul><ul><li>[http://www.endnote.com/support/enconnections.asp] </li></ul></ul><ul><ul><li>Microsoft Word Templates </li></ul></ul><ul><ul><li>[http://www.endnote.com/support/entemplates.asp] </li></ul></ul><ul><ul><li>EndNote Term List </li></ul></ul><ul><ul><li>[http://www.endnote.com/support/faqs/Files/Terms.zip] </li></ul></ul>
  53. 53. Summary EndNote X2 Your Bibliographic Management Tool <ul><li>What is EndNote? </li></ul><ul><li>EndNote Library </li></ul><ul><li>References </li></ul><ul><li>Cite While You Write </li></ul><ul><li>Other Features </li></ul><ul><li>Windows Installation </li></ul>
  54. 54. Help <ul><li>Email : [email_address] </li></ul><ul><li>LION – How to Use EndNote </li></ul><ul><li>LION – How to Use EndNote Web </li></ul><ul><li>EndNote X2 Getting Started Guide </li></ul><ul><li>EndNote X2 User’s Guide </li></ul><ul><li>EndNote X2 Tutorial </li></ul><ul><li>- View Online or Download </li></ul><ul><li>EndNote FAQs </li></ul><ul><li>EndNote Discussion Forum </li></ul>
  55. 55. Patrick Pu [email_address] Tel: 6516 6212 Engineering & Computer Science Resource Team Thank You Wish you all the best!
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