Endnote X3

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Endnote X3

  1. 1. Endnote X3 Introduction Marianne van der Heijden NIOO-KNAW
  2. 2. Introducing <ul><li>Marianne van der Heijden </li></ul><ul><li>Information specialist </li></ul><ul><li>Weblog: Ecobibl ecobibl.blogspot.com </li></ul>
  3. 3. NIOO <ul><li>Netherlands Institute of Ecology (NIOO-KNAW) </li></ul><ul><ul><li>Website: www.NIOO.knaw.nl </li></ul></ul><ul><ul><li>Library and Information Services </li></ul></ul>
  4. 4. CONTENT <ul><li>1, Demonstration </li></ul><ul><li>2. Hands-on: making a bibliography: type, import and print </li></ul><ul><li>3. Extra’s: term lists, pdf management, find full text, global change, customize </li></ul><ul><li>4. CWYW: add bibliography to text </li></ul>
  5. 5. 1. Product information <ul><li>Search bibliographic databases on the Internet </li></ul><ul><li>Organize references, images, PDFs and other files </li></ul><ul><li>Construct your paper with built-in manuscript templates </li></ul><ul><li>Watch the bibliography and figure list appear as you write! </li></ul>
  6. 6. 1. Information / Help <ul><li>Website: www.Endnote.Com </li></ul><ul><ul><li>FAQs </li></ul></ul><ul><li>Website: www.Endnote.nl </li></ul><ul><ul><li>Researchsoftware Training Slides </li></ul></ul><ul><li>Forum: Thomson Reuters Endnote Forum </li></ul><ul><li>Helpteksten op c:program filesEndnote X </li></ul><ul><ul><li>GettingStartedGuide.pdf </li></ul></ul><ul><ul><li>Endnote X.pdf </li></ul></ul>
  7. 7. 1. Terminology <ul><li>Library = database </li></ul><ul><li>Reference = record </li></ul><ul><li>Tag = field name </li></ul><ul><li>Outputstyle / Importfilters / Connection files= lay out/presentation of the fields </li></ul><ul><li>Cite While You Write/ CWYW toolbar = in Word </li></ul>
  8. 8. 1. Screens <ul><li>Navigation Pane </li></ul><ul><ul><li>Groups </li></ul></ul><ul><ul><li>Online Search </li></ul></ul><ul><ul><li>Find Full Text </li></ul></ul><ul><ul><li>Endnote Web </li></ul></ul><ul><li>Display fields Pane </li></ul><ul><ul><li>Listing fields </li></ul></ul><ul><li>Search & Preview Pane </li></ul><ul><ul><li>Tab Search in selected </li></ul></ul><ul><ul><li>Tab Preview: record in output style </li></ul></ul>
  9. 9. 1. Endnote Library
  10. 10. 1. Outputstyle <ul><li>There are more than 3.000 outputstyles , to adapt the lay out of your bibliogrpahic to the demands of the publisher </li></ul><ul><li>Citation (in the text) and reference (in the bibliography ) at the end of the document </li></ul>
  11. 11. 1. New title <ul><li>Choose a new title from a hardcopy </li></ul><ul><li>Choose a new title from Worldcat </li></ul>
  12. 12. 1. Add manually or Import <ul><li>Add new Reference </li></ul><ul><ul><li>Type in manually </li></ul></ul><ul><ul><li>Copy & paste from example </li></ul></ul><ul><li>Import </li></ul><ul><ul><li>From file (RIS format) </li></ul></ul><ul><ul><li>Direct from another database </li></ul></ul><ul><ul><li>With online search </li></ul></ul>
  13. 13. 1. Manage <ul><li>Edit records </li></ul><ul><li>Add pdf / graphics </li></ul><ul><li>Make a selection - group </li></ul><ul><li>Manipulate a set (global change) </li></ul>
  14. 14. 1. Search <ul><li>Search in Endnote Library itself </li></ul><ul><li>Search with Endnote as search-interface in external files </li></ul>
  15. 15. 1. Print / Export <ul><li>Select </li></ul><ul><li>choose outputstyle </li></ul><ul><li>print </li></ul><ul><li>Export </li></ul><ul><ul><li>Or select Subject bibliogrpahy </li></ul></ul><ul><li>import bibliography in Word </li></ul><ul><li>Export file/ import file </li></ul>
  16. 16. 1. CWYW, Bibliography <ul><li>Bibliography as a list of references at the end of a text </li></ul><ul><li>CWYW: Cite While You Write: insert citations and references while you </li></ul>
  17. 17. 2. Hands on Add New Reference <ul><li>New Reference </li></ul><ul><li>First choice reference type : e.g. book, article </li></ul><ul><li>Red = not in term list yet </li></ul>
  18. 18. 2. Manual Entry <ul><li>Choose New Reference </li></ul><ul><li>Check your default Reference type </li></ul><ul><li>Use term list for uniform spelling </li></ul><ul><li>Copy and Paste the fields </li></ul>
  19. 19. 2. Input and Edit Screen
  20. 20. 2. Be aware! <ul><li>Author names on the next line: </li></ul><ul><ul><li>Pronk, Gera </li></ul></ul><ul><ul><li>van der Heijden, Marianne </li></ul></ul>
  21. 21. 2. Import <ul><li>via Abstract / Bibliographic database </li></ul><ul><li>Automatic export to Endnote </li></ul><ul><ul><li>Eric (list), Worldcat (title), Google Scholar (Check preferences) </li></ul></ul><ul><li>Export via file in Ris format </li></ul><ul><ul><li>Picarta </li></ul></ul><ul><li>via full text database </li></ul><ul><ul><li>ScienceDirect </li></ul></ul>
  22. 22. 2. Import Screens : WoS - GS
  23. 23. 2. Import via file <ul><li>via catalogue </li></ul><ul><li>Export to a file that you can import in Endnote </li></ul><ul><ul><li>Picarta (MOPC) </li></ul></ul><ul><li>Check availability of correct import filter. </li></ul><ul><ul><li>picarta.enf </li></ul></ul><ul><li>Export via style Endnote Export and Import via filter Endnote Import </li></ul>
  24. 24. 2. Import file: MOPC-format Picarta
  25. 25. 2. Search <ul><li>Search via Tab </li></ul><ul><li>Choose fiels – Operators and add fields. </li></ul><ul><li>Save search strategy </li></ul><ul><li>Save search results in Group </li></ul><ul><ul><li>Ctrl-A, right mouse Add to Group </li></ul></ul><ul><ul><li>Create smart group from menu Groups - Search </li></ul></ul>
  26. 26. 2. Search gateway <ul><li>Via z39.50 access to remote databases </li></ul><ul><li>Import results </li></ul><ul><li>Limeted index and thus search posibilities </li></ul>
  27. 27. 2.Connect with Library of Congress <ul><li>Search with Endnote search interface </li></ul><ul><li>Search result imports in temporary group </li></ul><ul><li>Delete titles you do not need </li></ul><ul><li>Make special LoC group for later identification </li></ul>
  28. 28. 2. Find duplicates <ul><li>Importing from different sources can result in duplicate entries </li></ul><ul><li>Always deduplicate before you begin making a bibliography or start writing </li></ul><ul><li>Make helper notes in special fields to identify the preferred record </li></ul><ul><li>Menu References – Find Duplicates </li></ul>
  29. 29. 2. Select <ul><li>Select the records that you want to incorporate in your bibliogrpahy </li></ul><ul><ul><li>Create a seperate group </li></ul></ul><ul><li>Records from different sources may have different content (eg lack of language field) </li></ul><ul><li>Sort (menu Tools – Sort Library) </li></ul>
  30. 30. 2. Make bibliography <ul><li>Select output style </li></ul><ul><ul><li>Same output style when you save a file </li></ul></ul><ul><li>Print or Export t a file </li></ul><ul><li>Menu Tools – Subject Bibliography </li></ul><ul><ul><li>Choose field (year or keywords or make your own in a custom field) </li></ul></ul>
  31. 31. 2. Print
  32. 32. 2. Subject Bibliography
  33. 33. 3. Hands on Extra’s <ul><li>Term list </li></ul><ul><li>PDF & Graphics </li></ul>
  34. 34. 3. Term lists = Indexes <ul><li>Input format author names: </li></ul><ul><ul><li>Van der Heijden, M.A. </li></ul></ul><ul><li>Input format Journal Titles </li></ul><ul><ul><li>Journal of Documentation J.Doc </li></ul></ul><ul><li>And Keywords and other fields </li></ul><ul><li>Choose from term list for a uniform spelling </li></ul>
  35. 35. 3. Term lists <ul><li>For Authors, Journals and Keywords by default </li></ul><ul><li>Define your own for every field </li></ul><ul><ul><li>Menu TOOLS – Define Term Lists </li></ul></ul><ul><ul><li>Import an external list (eg abbreviations of journal titles) </li></ul></ul><ul><li>Link fields to list (more than one field per list possible) </li></ul>
  36. 36. 3. Edit – Global change <ul><li>Edit individual records </li></ul><ul><li>Edit selection-group with menu Tools – Change & Move Fields and menu Edit-Change Text </li></ul>
  37. 37. 3. Add PDF <ul><li>Menu References – Find full text (only when there is a link to WoS, Doi a.o.) </li></ul><ul><li>Drag a pdf to the File Attachment field </li></ul><ul><li>Menu References – File Attachments – Attach </li></ul><ul><ul><li>Default the pdf is copied into the Endnote library folder </li></ul></ul>
  38. 38. 3. Add graphic <ul><li>In Edit mode - field Figure </li></ul><ul><li>Right Mouse click Attach Figure </li></ul><ul><li>Next field Capture for the description of the figure </li></ul>
  39. 39. 3. Compressed library <ul><li>In a compressed library you can take everything, including attachments, in one file </li></ul><ul><li>Menu File – Compressed library </li></ul>
  40. 40. 3. Customize <ul><li>Adapt fiels on display at your screen </li></ul><ul><li>Adapt reference types (which fields) </li></ul><ul><li>Adapt import filters </li></ul><ul><li>Adapt utput styles </li></ul><ul><li>Define term lists </li></ul>
  41. 41. 3. Preferences
  42. 42. 4. In Word <ul><li>CWYW </li></ul>
  43. 43. 4. Reference maker <ul><li>CiteWhileYouWrite </li></ul><ul><li>Add citations to your text </li></ul><ul><li>Add bibliography </li></ul><ul><li>Change output styles </li></ul><ul><li>Unformat / Reformat </li></ul>
  44. 44. 4. Cite While You Write toolbar
  45. 45. 4. Edit CWYW <ul><li>Edit records in Endnote, not in Word </li></ul><ul><li>Do not delete or deduplicate references once you started to write (keep the reference id) </li></ul><ul><li>Do not delete a citation with a back space, but use the Edit Citation button </li></ul><ul><li>Convert Citations and Bibliography – to Unformatted </li></ul>
  46. 46. 4. CWYW
  47. 47. 4. Travelling Library <ul><li>You can make a special Endnote library from a document with Endnote citations </li></ul><ul><li>From the CWYW toolbar choose Export to Endnote l– Export to travelling libary </li></ul>
  48. 48. Questions? <ul><li>Marianne van der Heijden </li></ul><ul><ul><li>06-23199593 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul>

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