Endnote X3 Introduction Marianne van der Heijden NIOO-KNAW

Introducing Marianne van der Heijden Information specialist Weblog: Ecobibl ecobibl.blogspot.com

Marianne van der Heijden

Information specialist

Weblog: Ecobibl ecobibl.blogspot.com

NIOO Netherlands Institute of Ecology (NIOO-KNAW) Website: www.NIOO.knaw.nl Library and Information Services

Netherlands Institute of Ecology (NIOO-KNAW)

Website: www.NIOO.knaw.nl

Library and Information Services

CONTENT 1, Demonstration 2. Hands-on: making a bibliography: type, import and print 3. Extra’s: term lists, pdf management, find full text, global change, customize 4. CWYW: add bibliography to text

1, Demonstration

2. Hands-on: making a bibliography: type, import and print

3. Extra’s: term lists, pdf management, find full text, global change, customize

4. CWYW: add bibliography to text

1. Product information Search bibliographic databases on the Internet Organize references, images, PDFs and other files Construct your paper with built-in manuscript templates Watch the bibliography and figure list appear as you write!

Search bibliographic databases on the Internet

Organize references, images, PDFs and other files

Construct your paper with built-in manuscript templates

Watch the bibliography and figure list appear as you write!

1. Information / Help Website: www.Endnote.Com FAQs Website: www.Endnote.nl Researchsoftware Training Slides Forum: Thomson Reuters Endnote Forum Helpteksten op c:program filesEndnote X GettingStartedGuide.pdf Endnote X.pdf

Website: www.Endnote.Com

FAQs

Website: www.Endnote.nl

Researchsoftware Training Slides

Forum: Thomson Reuters Endnote Forum

Helpteksten op c:program filesEndnote X

GettingStartedGuide.pdf

Endnote X.pdf

1. Terminology Library = database Reference = record Tag = field name Outputstyle / Importfilters / Connection files= lay out/presentation of the fields Cite While You Write/ CWYW toolbar = in Word

Library = database

Reference = record

Tag = field name

Outputstyle / Importfilters / Connection files= lay out/presentation of the fields

Cite While You Write/ CWYW toolbar = in Word

1. Screens Navigation Pane Groups Online Search Find Full Text Endnote Web Display fields Pane Listing fields Search & Preview Pane Tab Search in selected Tab Preview: record in output style

Navigation Pane

Groups

Online Search

Find Full Text

Endnote Web

Display fields Pane

Listing fields

Search & Preview Pane

Tab Search in selected

Tab Preview: record in output style

1. Endnote Library

1. Outputstyle There are more than 3.000 outputstyles , to adapt the lay out of your bibliogrpahic to the demands of the publisher Citation (in the text) and reference (in the bibliography ) at the end of the document

There are more than 3.000 outputstyles , to adapt the lay out of your bibliogrpahic to the demands of the publisher

Citation (in the text) and reference (in the bibliography ) at the end of the document

1. New title Choose a new title from a hardcopy Choose a new title from Worldcat

Choose a new title from a hardcopy

Choose a new title from Worldcat

1. Add manually or Import Add new Reference Type in manually Copy & paste from example Import From file (RIS format) Direct from another database With online search

Add new Reference

Type in manually

Copy & paste from example

Import

From file (RIS format)

Direct from another database

With online search

1. Manage Edit records Add pdf / graphics Make a selection - group Manipulate a set (global change)

Edit records

Add pdf / graphics

Make a selection - group

Manipulate a set (global change)

1. Search Search in Endnote Library itself Search with Endnote as search-interface in external files

Search in Endnote Library itself

Search with Endnote as search-interface in external files

1. Print / Export Select choose outputstyle print Export Or select Subject bibliogrpahy import bibliography in Word Export file/ import file

Select

choose outputstyle

print

Export

Or select Subject bibliogrpahy

import bibliography in Word

Export file/ import file

1. CWYW, Bibliography Bibliography as a list of references at the end of a text CWYW: Cite While You Write: insert citations and references while you

Bibliography as a list of references at the end of a text

CWYW: Cite While You Write: insert citations and references while you

2. Hands on Add New Reference New Reference First choice reference type : e.g. book, article Red = not in term list yet

New Reference

First choice reference type : e.g. book, article

Red = not in term list yet

2. Manual Entry Choose New Reference Check your default Reference type Use term list for uniform spelling Copy and Paste the fields

Choose New Reference

Check your default Reference type

Use term list for uniform spelling

Copy and Paste the fields

2. Input and Edit Screen

2. Be aware! Author names on the next line: Pronk, Gera van der Heijden, Marianne

Author names on the next line:

Pronk, Gera

van der Heijden, Marianne

2. Import via Abstract / Bibliographic database Automatic export to Endnote Eric (list), Worldcat (title), Google Scholar (Check preferences) Export via file in Ris format Picarta via full text database ScienceDirect

via Abstract / Bibliographic database

Automatic export to Endnote

Eric (list), Worldcat (title), Google Scholar (Check preferences)

Export via file in Ris format

Picarta

via full text database

ScienceDirect

2. Import Screens : WoS - GS

2. Import via file via catalogue Export to a file that you can import in Endnote Picarta (MOPC) Check availability of correct import filter. picarta.enf Export via style Endnote Export and Import via filter Endnote Import

via catalogue

Export to a file that you can import in Endnote

Picarta (MOPC)

Check availability of correct import filter.

picarta.enf

Export via style Endnote Export and Import via filter Endnote Import

2. Import file: MOPC-format Picarta

2. Search Search via Tab Choose fiels – Operators and add fields. Save search strategy Save search results in Group Ctrl-A, right mouse Add to Group Create smart group from menu Groups - Search

Search via Tab

Choose fiels – Operators and add fields.

Save search strategy

Save search results in Group

Ctrl-A, right mouse Add to Group

Create smart group from menu Groups - Search

2. Search gateway Via z39.50 access to remote databases Import results Limeted index and thus search posibilities

Via z39.50 access to remote databases

Import results

Limeted index and thus search posibilities

2.Connect with Library of Congress Search with Endnote search interface Search result imports in temporary group Delete titles you do not need Make special LoC group for later identification

Search with Endnote search interface

Search result imports in temporary group

Delete titles you do not need

Make special LoC group for later identification

2. Find duplicates Importing from different sources can result in duplicate entries Always deduplicate before you begin making a bibliography or start writing Make helper notes in special fields to identify the preferred record Menu References – Find Duplicates

Importing from different sources can result in duplicate entries

Always deduplicate before you begin making a bibliography or start writing

Make helper notes in special fields to identify the preferred record

Menu References – Find Duplicates

2. Select Select the records that you want to incorporate in your bibliogrpahy Create a seperate group Records from different sources may have different content (eg lack of language field) Sort (menu Tools – Sort Library)

Select the records that you want to incorporate in your bibliogrpahy

Create a seperate group

Records from different sources may have different content (eg lack of language field)

Sort (menu Tools – Sort Library)

2. Make bibliography Select output style Same output style when you save a file Print or Export t a file Menu Tools – Subject Bibliography Choose field (year or keywords or make your own in a custom field)

Select output style

Same output style when you save a file

Print or Export t a file

Menu Tools – Subject Bibliography

Choose field (year or keywords or make your own in a custom field)

2. Print

2. Subject Bibliography

3. Hands on Extra’s Term list PDF & Graphics

Term list

PDF & Graphics

3. Term lists = Indexes Input format author names: Van der Heijden, M.A. Input format Journal Titles Journal of Documentation J.Doc And Keywords and other fields Choose from term list for a uniform spelling

Input format author names:

Van der Heijden, M.A.

Input format Journal Titles

Journal of Documentation J.Doc

And Keywords and other fields

Choose from term list for a uniform spelling

3. Term lists For Authors, Journals and Keywords by default Define your own for every field Menu TOOLS – Define Term Lists Import an external list (eg abbreviations of journal titles) Link fields to list (more than one field per list possible)

For Authors, Journals and Keywords by default

Define your own for every field

Menu TOOLS – Define Term Lists

Import an external list (eg abbreviations of journal titles)

Link fields to list (more than one field per list possible)

3. Edit – Global change Edit individual records Edit selection-group with menu Tools – Change & Move Fields and menu Edit-Change Text

Edit individual records

Edit selection-group with menu Tools – Change & Move Fields and menu Edit-Change Text

3. Add PDF Menu References – Find full text (only when there is a link to WoS, Doi a.o.) Drag a pdf to the File Attachment field Menu References – File Attachments – Attach Default the pdf is copied into the Endnote library folder

Menu References – Find full text (only when there is a link to WoS, Doi a.o.)

Drag a pdf to the File Attachment field

Menu References – File Attachments – Attach

Default the pdf is copied into the Endnote library folder

3. Add graphic In Edit mode - field Figure Right Mouse click Attach Figure Next field Capture for the description of the figure

In Edit mode - field Figure

Right Mouse click Attach Figure

Next field Capture for the description of the figure

3. Compressed library In a compressed library you can take everything, including attachments, in one file Menu File – Compressed library

In a compressed library you can take everything, including attachments, in one file

Menu File – Compressed library

3. Customize Adapt fiels on display at your screen Adapt reference types (which fields) Adapt import filters Adapt utput styles Define term lists

Adapt fiels on display at your screen

Adapt reference types (which fields)

Adapt import filters

Adapt utput styles

Define term lists

3. Preferences

4. In Word CWYW

CWYW

4. Reference maker CiteWhileYouWrite Add citations to your text Add bibliography Change output styles Unformat / Reformat

CiteWhileYouWrite

Add citations to your text

Add bibliography

Change output styles

Unformat / Reformat

4. Cite While You Write toolbar

4. Edit CWYW Edit records in Endnote, not in Word Do not delete or deduplicate references once you started to write (keep the reference id) Do not delete a citation with a back space, but use the Edit Citation button Convert Citations and Bibliography – to Unformatted

Edit records in Endnote, not in Word

Do not delete or deduplicate references once you started to write (keep the reference id)

Do not delete a citation with a back space, but use the Edit Citation button

Convert Citations and Bibliography – to Unformatted

4. CWYW

4. Travelling Library You can make a special Endnote library from a document with Endnote citations From the CWYW toolbar choose Export to Endnote l– Export to travelling libary

You can make a special Endnote library from a document with Endnote citations

From the CWYW toolbar choose Export to Endnote l– Export to travelling libary

Questions? Marianne van der Heijden 06-23199593 [email_address]

Marianne van der Heijden

06-23199593

[email_address]