ENDNOTE presentation

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This presentation shows how to use ENDNOTE software for citation management in different databases.

See also Biomedical Databases Handout and
Engineering Databases Handout in http://www.library.drexel.edu/services/refengineer.html

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  • ENDNOTE presentation

    1. 1. EndNote for Engineering & Biomed IEEE DIG Julie Allmayer Jay Bhatt May 9, 2007
    2. 2. Installing EndNote on Your Computer (1 of 3) <ul><li>EndNote is a free download from the IRT Computer Marketplace </li></ul><ul><li>Go to www.drexel.edu/IRT and click on Computer Marketplace on the left </li></ul><ul><li>Click on Get Software </li></ul><ul><li>Click on the “ Login to Download Software ” button </li></ul><ul><li>At the login prompt, enter your username in the form [email_address] (i.e. [email_address] ) and your password </li></ul>
    3. 3. Installing EndNote on Your Computer (2 of 3) <ul><li>Click on the FacultyandStaff link </li></ul><ul><li>Click on either MacintoshSoftware or PCSoftware </li></ul><ul><li>Click on EndNote </li></ul><ul><li>Click on EndNoteX_Installer.dmg (Mac) or EndNote_X.exe (PC) </li></ul><ul><li>Save the installer file </li></ul><ul><ul><li>Do not Run the installer file! </li></ul></ul>
    4. 4. Installing EndNote on Your Computer (3 of 3) <ul><li>Double-click on EndNote_X.exe </li></ul><ul><li>Click Unzip to unzip to the specified folder ( EndNote_X ) </li></ul><ul><li>Open the EndNote_X folder </li></ul><ul><ul><li>Located in the same directory as EndNote_X.exe </li></ul></ul><ul><li>Double-click on Setup.exe </li></ul><ul><li>Click through installation wizard and accept all defaults </li></ul><ul><li>Click Finish </li></ul>
    5. 5. Updating EndNote <ul><li>Version 10.0.0  10.0.2 </li></ul><ul><li>2 ways to perform update: </li></ul><ul><ul><li>Help  EndNote Program Updates </li></ul></ul><ul><ul><li>Start  All Programs  EndNote  Update EndNote </li></ul></ul><ul><li>Must close out of EndNote during installation (if you don’t, it will prompt you) </li></ul><ul><li>After installation, reboot is required </li></ul>
    6. 6. Why Update EndNote? <ul><li>If you don’t update, journal articles will appear as Ref Type: Ancient Text (Windows only) </li></ul><ul><li>Updated & expanded Connection Files, Output Styles, Import Filters, and Style Templates </li></ul><ul><li>Updated Cite While You Write™ interaction with Microsoft Word </li></ul><ul><li>New “Transfer References” feature that enables direct transfer between EndNote desktop and EndNote Web (& vice versa) </li></ul>
    7. 7. EndNote Demo (1 of 2) <ul><li>Create a new EndNote library </li></ul><ul><li>Add a Reference </li></ul><ul><ul><li>Manually </li></ul></ul><ul><ul><li>Direct export </li></ul></ul><ul><ul><li>Connection files </li></ul></ul><ul><ul><li>Import filters </li></ul></ul><ul><ul><ul><li>Import from RefWorks </li></ul></ul></ul><ul><li>Add Items to a Reference </li></ul><ul><ul><li>Insert pictures </li></ul></ul><ul><ul><li>Insert objects </li></ul></ul><ul><ul><li>Insert links to PDF files </li></ul></ul>
    8. 8. EndNote Demo (2 of 2) <ul><li>Enable Link to Full Text from Drexel </li></ul><ul><ul><li>EndNote Preferences ( Edit  Preferences ) </li></ul></ul><ul><li>Cite While You Write (CWYW) </li></ul><ul><ul><li>Insert a citation </li></ul></ul><ul><ul><ul><li>Insert a figure citation </li></ul></ul></ul><ul><ul><ul><li>Insert a table citation </li></ul></ul></ul><ul><ul><li>Format bibliography in a different output style </li></ul></ul>
    9. 9. Download Zip Folder <ul><li>Go to: </li></ul><ul><li>www.pages.drexel.edu/~dmt34/endnote </li></ul><ul><li>Click on Download the EndNote zip file. </li></ul><ul><ul><li>Internet Explorer: click on Save and save to Desktop </li></ul></ul><ul><ul><li>Firefox: click on Save to Disk </li></ul></ul><ul><li>Open zip folder and Extract all files to Desktop </li></ul>
    10. 10. Creating/Opening an EndNote Library (1 of 2) <ul><li>If the EndNote X prompt does not appear: </li></ul><ul><ul><li>To create a new EndNote library: </li></ul></ul><ul><ul><ul><li>Go to File  New </li></ul></ul></ul><ul><ul><ul><li>Select a save location </li></ul></ul></ul><ul><ul><ul><li>Enter a file name for your library </li></ul></ul></ul><ul><ul><li>To open the sample EndNote library: </li></ul></ul><ul><ul><ul><li>Go to File  Open  Open Library </li></ul></ul></ul><ul><ul><ul><li>Navigate to C:Program FilesEndNote XExamples and select Paleo.enl </li></ul></ul></ul>
    11. 11. Creating/Opening an EndNote Library (2 of 2) <ul><li>If the EndNote X prompt appears: </li></ul><ul><ul><li>To create a new library, select Create a new EndNote library </li></ul></ul><ul><ul><li>To open the sample library, select Open an existing EndNote library and select the Paleo library </li></ul></ul>
    12. 12. Adding a Reference Manually (1 of 4) <ul><li>Go to References  New Reference </li></ul><ul><li>Change Reference Type from Journal Article, if necessary </li></ul><ul><li>Author names: enter as First Middle Last or Last, First Middle </li></ul><ul><ul><li>Ex: Jean-Claude Bradley or Bradley, Jean-Claude </li></ul></ul><ul><ul><li>Individual author names must be entered one per line, so hit Enter if there is a second author </li></ul></ul>
    13. 13. Adding a Reference Manually (2 of 4) <ul><li>Authors: Bradley, Jean-Claude </li></ul><ul><li>Bhatt, Jay </li></ul><ul><li>Year: 2003 </li></ul><ul><li>Title: The use of SMIRP: Case study </li></ul><ul><li>Journal: Educational Technology & Society </li></ul><ul><li>Volume: 6 </li></ul><ul><li>Issue: 1 </li></ul><ul><li>Keywords: SMIRP, web-based, procrastination </li></ul><ul><li>Abstract: The use of SMIRP, a web-based collaborative tool, is discussed. </li></ul>
    14. 14. Adding a Reference Manually (3 of 4) <ul><li>Color coding </li></ul><ul><ul><li>Black = information is already in library </li></ul></ul><ul><ul><li>Red = information is new to library </li></ul></ul><ul><li>Tab to go to next field; Shift+Tab to go to previous field </li></ul><ul><li>Titles: capitalize only first word and proper nouns </li></ul><ul><ul><li>Output style will apply necessary changes </li></ul></ul>
    15. 15. Adding a Reference Manually (4 of 4) <ul><li>No extra punctuation or formatting should be entered </li></ul><ul><ul><li>EndNote will do this automatically </li></ul></ul><ul><li>When you close the reference, it is automatically saved (or go to File  Save to save manually) </li></ul>
    16. 16. Adding a Reference (Non-Manually) <ul><li>Perform direct export from information provider’s web site (if available) </li></ul><ul><li>Connect to an online database using an EndNote “connection file” </li></ul><ul><li>Download and import text file into EndNote using appropriate import filter </li></ul>EASIEST HARDEST
    17. 17. Performing a Direct Export <ul><li>Direct export is available for many databases, including Ei Compendex, INSPEC, Science Direct, Web of Science, and IEEE Xplore </li></ul><ul><ul><li>See handouts for database-specific instructions </li></ul></ul><ul><ul><li>Fairly straightforward </li></ul></ul>
    18. 18. Connecting to a Remote Database Using a Connection File (1 of 2) <ul><li>Connection files available for some databases </li></ul><ul><ul><li>Example: PubMed </li></ul></ul><ul><li>You must have Internet access on your computer to use a connection file </li></ul><ul><li>Go to Tools  Connect  Connect </li></ul><ul><ul><li>Favorite databases will appear in Connect submenu </li></ul></ul><ul><ul><li>Start typing connection file name to jump to it in list </li></ul></ul><ul><ul><li>Once you have selected the connection file you want, click Connect </li></ul></ul>
    19. 19. Connecting to a Remote Database Using a Connection File (2 of 2) <ul><li>Enter search terms and click Search </li></ul><ul><li>Click OK to retrieve matching references or Cancel to return to search window </li></ul><ul><li>To copy the references to a library: </li></ul><ul><ul><li>Select all or a portion of the references </li></ul></ul><ul><ul><li>Click Copy References To button and select a library </li></ul></ul><ul><li>Close the Retrieved References window </li></ul><ul><ul><li>Disconnects you from database </li></ul></ul><ul><li>Close the Search window </li></ul>
    20. 20. Importing Reference Data Using an Import Filter (1 of 2) <ul><li>For databases that do not have a direct export or a connection file set up, you can save a text file and import it into EndNote using EndNote’s import filters </li></ul><ul><ul><li>Example: ACM </li></ul></ul><ul><li>Once you have saved the text file onto your computer: </li></ul><ul><ul><li>Go to File  Import </li></ul></ul><ul><ul><li>Click the Choose File button and browse to the file </li></ul></ul><ul><ul><li>Under Import Option , select a filter </li></ul></ul><ul><ul><ul><li>If filter you want does not appear, select Other Filters </li></ul></ul></ul><ul><ul><ul><li>Start typing name of import filter to jump to it in list </li></ul></ul></ul>
    21. 21. Importing Reference Data Using an Import Filter (2 of 2) <ul><ul><ul><li>Comments section at bottom gives tips for downloading references </li></ul></ul></ul><ul><ul><ul><li>Specify settings for Duplicates and Text Translation </li></ul></ul></ul><ul><ul><ul><li>Click Import </li></ul></ul></ul><ul><li>References are automatically added to your library </li></ul><ul><li>To display all references, go to References  Show All References </li></ul>
    22. 22. Importing & Exporting RefWorks  EndNote <ul><li>RefWorks  EndNote </li></ul><ul><li>Exporting from RefWorks: Bibliographic Software output style </li></ul><ul><li>Importing to EndNote: Reference Manager (RIS) import option </li></ul><ul><li>EndNote  RefWorks </li></ul><ul><li>Exporting from EndNote: RefMan (RIS) Export output style </li></ul><ul><li>Importing to RefWorks: EndNote (RIS) filter </li></ul>
    23. 23. Adding a Picture to a Reference <ul><li>To attach a picture: References  Insert Picture </li></ul><ul><ul><li>Allowed file types: .bmp, .gif, .jpeg, .png, .tiff </li></ul></ul><ul><li>EndNote will insert the picture as a thumbnail in the Image field </li></ul><ul><li>Can be added to any reference type </li></ul>
    24. 24. Adding an Object to a Reference (1 of 2) <ul><li>Object: any attached file that’s not a picture </li></ul><ul><li>To attach an object: References  Insert Object  Choose File </li></ul><ul><li>The file will appear as an attachment in the Image field </li></ul><ul><li>Can be added to any reference type </li></ul>
    25. 25. Adding an Object to a Reference (2 of 2) <ul><li>EndNote recognizes at least these formats: </li></ul><ul><ul><li>Audio files (WAV, MP3) </li></ul></ul><ul><ul><li>Microsoft Access files </li></ul></ul><ul><ul><li>Microsoft Excel files </li></ul></ul><ul><ul><li>Microsoft Power Point files </li></ul></ul><ul><ul><li>Microsoft Project files </li></ul></ul><ul><ul><li>Microsoft Visio files </li></ul></ul><ul><ul><li>Microsoft Word files </li></ul></ul><ul><ul><li>Multimedia files (MOV, QuickTime) </li></ul></ul><ul><ul><li>Technical drawing files </li></ul></ul><ul><ul><li>Text files (TXT, RTF, HTML) </li></ul></ul>
    26. 26. Adding a PDF Link to a Reference <ul><li>To link to a PDF file: References  PDF  Link to PDF and browse to the file </li></ul><ul><li>If “Copy this file to the default PDF folder and create a relative link” is checked, EN will copy the file to the .data folder </li></ul><ul><ul><li>If this box is unchecked, EN will create an absolute link </li></ul></ul><ul><ul><li>I recommend creating relative links </li></ul></ul><ul><li>Can also drag and drop a PDF onto a reference </li></ul>
    27. 27. Setting EndNote Preferences <ul><li>Go to Edit  Preferences </li></ul><ul><li>To assign a particular library to open automatically every time you start EndNote, click Libraries on the left </li></ul><ul><li>To change the display font, click Display Fonts on the left </li></ul><ul><ul><li>Library Display Font – Library Window only </li></ul></ul><ul><ul><li>General Display Font – all other text in EndNote </li></ul></ul><ul><li>To display foreign language characters, select a Unicode font that supports those characters </li></ul>
    28. 28. Other EndNote Preferences <ul><li>Can do the following: </li></ul><ul><ul><li>Set default Reference Type (i.e. journal article, book, etc.) </li></ul></ul><ul><ul><li>Instruct EndNote to ignore articles when sorting </li></ul></ul><ul><ul><li>Customize display fields in Library Window </li></ul></ul><ul><ul><li>Set duplicate detection options </li></ul></ul><ul><ul><li>Set spell check preferences </li></ul></ul>
    29. 29. Enable Link to Full Text from Drexel (“Get It! Drexel”) <ul><li>Go to Edit  Preferences and click on OpenURL/PDF on left </li></ul><ul><li>Under OpenURL Path, type: http://sfx.library.drexel.edu/sfx_local </li></ul><ul><li>Click OK </li></ul><ul><li>After opening (not previewing) a reference, go to References  URL  OpenURL Link </li></ul><ul><li>Connection to Drexel’s SFX server will open in a new window </li></ul>
    30. 30. Cite While You Write (CWYW) <ul><li>In Word, start typing your paper </li></ul><ul><li>To insert a citation, go to Tools  EndNote X  Find Citation(s) </li></ul><ul><li>Type in a search term and click Search </li></ul><ul><li>Click the Insert button </li></ul><ul><li>EndNote automatically formats the citation according to the currently selected output style </li></ul>
    31. 31. Selecting a Bibliographic Style (1 of 2) <ul><li>To change the style in which the bibliography is formatted: Tools  EndNote X  Format Bibliography </li></ul><ul><li>Click on the drop-down arrow next to “With output style” or click the Browse button and select a style </li></ul><ul><li>Click OK </li></ul>
    32. 32. Selecting a Bibliographic Style (2 of 2) <ul><li>Existing citations and bibliography are reformatted according to the new style </li></ul><ul><li>NOTE: If you make changes to your citations or bibliography in the text of the paper, DO NOT change the bibliographic style or your changes will be erased </li></ul>
    33. 33. Editing a Citation <ul><li>To change an individual citation: </li></ul><ul><ul><li>Click anywhere on the citation </li></ul></ul><ul><ul><li>Go to Tools  EndNote X  Edit Citation </li></ul></ul><ul><ul><li>Can exclude author’s name or year, or include prefix, suffix, or page information </li></ul></ul><ul><li>Changes will be retained even after you (Re)Format Bibliography </li></ul>
    34. 34. Inserting a Figure Citation <ul><li>Images are inserted as figures unless the reference type is Chart or Table , in which case they are inserted as tables </li></ul><ul><li>Go to Tools  EndNote X  Find Figure(s) </li></ul><ul><li>Type in a search term and click Search </li></ul><ul><ul><li>Only references that match the search term and contain an image or attachment will display </li></ul></ul><ul><li>Select a reference and click Insert </li></ul>
    35. 35. Inserting a Table Citation <ul><li>For an attachment to be inserted as a table, it must be of the Chart or Table reference type </li></ul><ul><li>Go to Tools  EndNote X  Find Figure(s) </li></ul><ul><li>Type in a search term and click Search </li></ul><ul><ul><li>Only references that match the search term and contain an image or attachment will display </li></ul></ul><ul><li>Select a reference and click Insert </li></ul>
    36. 36. EndNote Resources <ul><li>Getting Started Guide for Windows and Mac OS X </li></ul><ul><li>Complete EndNote manual (EndNote.pdf) can be found in C:Program FilesEndNote X </li></ul><ul><li>PDF of Getting Started Guide located in that folder as well </li></ul>
    37. 37. EndNote Website www.endnote.com <ul><li>Website Support & Services </li></ul><ul><ul><li>File downloads (updates, output styles, import filters, connection files, document templates) </li></ul></ul><ul><ul><li>Tech support availability </li></ul></ul><ul><ul><ul><li>M-F, 6 am - 5 pm PST </li></ul></ul></ul><ul><ul><li>FAQs </li></ul></ul><ul><ul><li>“Hot issues” </li></ul></ul><ul><ul><li>EndNote Interest E-mail List </li></ul></ul>
    38. 38. EndNote Website <ul><li>Training Opportunities </li></ul><ul><ul><li>Online tutorials </li></ul></ul><ul><ul><ul><li>EndNote Basics X </li></ul></ul></ul><ul><ul><ul><li>EndNote Basics 9 </li></ul></ul></ul><ul><ul><li>Live webinars </li></ul></ul><ul><ul><ul><li>Reservations required </li></ul></ul></ul><ul><ul><ul><li>Connect via Webex </li></ul></ul></ul><ul><ul><li>Onsite classes </li></ul></ul><ul><ul><ul><li>Free </li></ul></ul></ul><ul><ul><ul><li>25 attendees required </li></ul></ul></ul>
    39. 39. Need Help? <ul><ul><li>Julie Allmayer </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>(215) 895-1323 </li></ul></ul><ul><ul><li>Jay Bhatt </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>(215) 895-1873 </li></ul></ul>

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