End notex7 english

1. EndNote X7
for First Time Users
2015
POSTECH University Library
Jinsol Lee

2.  Introduction to EndNote
1. Collecting Reference
2. Managing Reference
3. Dealing with a Full-Text Article
4. Writing a Manuscript with References
5. Sharing your References
Contents

3. Introduction to EndNote
EndNote
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= A note or reference at the end of a text or major text section (a footnote)
= Reference management program provided by Thomson Reuters
But why EndNote?
1. Desktop & Web Based
2. Compatible
3. Stable
Reference management program?
• A software for scholars and authors to use for recording and utilizing bibliographic citations[1]
Bibliography?
• A list of references
– What will probably be in the end of your article; a list of documents that you cited.
• Bibliographic Information: Information on the document such as author, title, format…and so on.
Citation?
• An indicator in your article that will inform that it is cited from somewhere else.

4. Introduction to EndNote
EndNote X7
4 / 14
Setup
1. Download the SW from HEMOS>Software Library
2. UNZIP the .zip file, and run ENX7Inst. to setup
3. Choose additional features such as Output Styles
4. When Setup is done, Run the EndNote,
and Check where your ENDNOTE folder is created.
Before Installation, make sure…
• Setup file should be unzipped completely,
• MS Word or Outlook should not be running at the moment,

5. Introduction to EndNote
EndNote X7
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Group Panel
Reference List Panel
Search Panel
Reference Panel
←Menu
←Library Icons

6. Introduction to EndNote
EndNote X7
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At the backstage…
• My EndNote Library(.enl)
• My EndNote Library.Data (a folder)
Basic Concepts
• Library: A database of references that you saved
• References: Information on each document, collected and saved in your library.
• (Output) Styles: Type of format for bibliography and citation.

7. Introduction to EndNote 7 / 14

8. 1. Collecting Reference
1.1 Online Searching at EndNote
1.2 Importing Reference
1.3 Importing PDF File & generating reference
1.4 Making a New Reference
2. Managing Reference
3. Dealing with a Full-Text Article
4. Writing a Manuscript with References
5. Sharing your References
Contents

9. 1 Collecting Reference
Collecting Reference
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Searching & saving references into your Library
Online Searching at EndNote
• Check Search mode
– Local Library mode: Search Reference from Your local library
– Online Search mode: Search from Online DB
• Caution! Your search result will NOT be automatically saved.
– Integrated Library: Local Library Search+ Online Search
• Online Search result will be saved in ‘Unfiled’ Group
• Select Database
– Click ‘more’ for see other DBs
– You can also connect POSTECH Library Catalog!
• Use ‘Search Panel’ to Search
• Find Full text: Automatically downloading PDF Full text from web by DOI
– But Only if we have access to the full text.

10. 1 Collecting Reference
Collecting Reference
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Searching & saving references into your Library
Importing Reference
• Look for [Export] Icon on DB search result
• File > Import
– Web of Sciences: (CIW Format)
– Scopus/ScienceDirect: CSV export > (RIS format)
– Google Scholar: Import into EndNote (ENW format)
(Settings>Bibliography manager>Show links to EndNote)
Importing PDF File & Generating reference
• Importing PDF File & Generating reference
– File > Import - file- PDF / Import > folder
Making a New Reference
• References > New Reference
• Choose Reference Type
– Ex. Journal Article, Book, Web Page, Computer Program..
Or Look for…
[Export/Download/Save/Get
Citation/Meta(data)]
[Send To Citation Manager]
Label How to
Author  One author reserves one line
 Last Name, First Name
 Initial + ‘.’
 Organization + ‘,’
Edition  Third → 3rd
Year Number only ex. 2014

11. 1. Collecting Reference
2. Managing Reference
2.1 Updating/Editing References
2.2 Searching References
2.3 Grouping References
2.4 Attaching Files to the Reference
3. Dealing with a Full-Text Article
4. Writing a Manuscript with References
5. Sharing your References
Contents

12. 2 Managing Reference
Managing Reference
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Editing & Organizing References
Updating & Editing References
• Editing: Edit on reference window, and just choose save before you close (or Ctrl+S)
• Reference > Find Reference Update
• Reference > Find Duplicates
• Attaching Files
Searching References
• You can also search for Reference or PDF / Memos.
Grouping References
• New Group: Right click on Group pannel
• Drag & drop to move a reference to group
• Smart Group: An Auto-filtered group with certain options
Mark as Read & Rate
← Group set
← Group
← Smart Group

13. 1. Collecting Reference
2. Managing Reference
3. Dealing with a Full-Text Article
3.1 Reading PDF file from EndNote
3.2 PDF handling
3.3 PDF Auto Importing
4. Writing a Manuscript with References
5. Sharing your References
Contents

14. 3 Dealing with a Full-Text Article
Dealing with a Full-Text Article
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PDF Handling
• Edit> Preferences > PDF Handling
• Set file name format for PDF
• Auto importing PDF saved in selected folder
Read & Memo & Search Full text
PDF Full text Import & Reading & Handling

15. 1. Collecting Reference
2. Managing Reference
3. Dealing with a Full-Text Article
4. Writing a Manuscript with References
4.1 Starting with Manuscript Template Wizard
4.2 Setting Output Style
4.3 Inserting/Editing Citation
4.4 Being Ready for Submission!
5. Sharing your References
Contents

16. 4 Writing a Manuscript with References 16 / 14
Writing a Manuscript with References
Be Prepared!
For more template/Output Style, go to endnote.com/downloads
Import Term List
Term list clarifies the terms used in your reference.
- EndNote Menu > Tools > Open Term List
Caution
 Delete all the Terms before importing your term list
 Term list needs to be applied for each Library
• Abbreviation
- Abbreviation1: ISO Abbreviation. (약어에 . 사용)
- Abbreviation2: NLM Abbreviation
Define Output Style
Know your Output Style!
* To edit output style: EndNote Menu > Edit > Output Style

17. 4 Writing a Manuscript with References 17 / 14
Writing a Manuscript with References
Cite While You Write
1. Manuscript Template Wizard
You can start with a Pre-defined template.
- EndNote Menu > Tools > [Manuscript Templates]
2. Insert Citation
EndNote MS Word
Insert Citation in your manuscript; Bibliography will automatically be generated, and changed when you
change output style, along with citation.
3. Edit Citation
[Edit & Manage Citations]: Delete or change order of multiple Citations and go to EndNote to change them.
4. Remove Field Codes
You better remove field codes of EndNote before submitting, unless it won’t look right on someone else’s PC.
SAVE AS before you remove the codes
- MS Word > EndNote X7 > [Convert to Plain Text]

18. 1. Collecting Reference
2. Managing Reference
3. Dealing with a Full-Text Article
4. Writing a Manuscript with References
5. Sharing References
5. 1 Traveling Library
5. 2 EndNote Web
5. 3 Compressed Library (.enxl)
Contents

19. 5 Sharing References 19 / 14
Sharing References
Share or Backup your references
1. Traveling Library
Make a library of your references that you cited in you manuscript
- Export to EndNote > Export to Traveling Library
2. Sync with EndNote Web
EndNote Web: free for subscribing institutions
http://www.myendnoteweb.com
3. Compressed Library (.enxl)
.zip file for library
- EndNote Menu > File > Compressed Library

20. Additional Information 20 / 14
Additional Information
1. LibGuides: EndNote
- library homepage> Library Services > Subject Guides
http://libguides.postech.ac.kr/endnote
2. Ask a Librarian
- library homepage> Boards > Ask a Librarian
http://libanswers.postech.ac.kr
3. Official Website: EndNote
http://endnote.com/
Thomson Reuters Korea
http://ip-science.thomsonreuters.co.kr/Training/education.html
4. Library Blog
Update & Tips & Frequently asked Questions
http://postechlibrary.tistory.com/keylog/endnote

21. Thankyou!
Jinsol Lee, Librarian
honestlee@postech.ac.kr
054) 279-2549
Twitter: @postechlibrary
FB: /postechlibrary