EndNote is an online search tool You can search online bibliographic resources and retrieve references directly into your EndNote library. You can also export references to EndNote from your favorite online resource

1. EndNote Essentials
Prepared by: Abdelmonim Awad Osman
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3. This chapter covers the following topics.
Searching for a set of references
Creating a smart group
Creating a combination group
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4. Searching for a Set of References
Let us assume that you want to generate a list
of all references found in the sample library on
Bats that were published from 2000 to 2012.
1. Select the All References group.
2. Click the Show Search Panel button if the Search
panel is not already showing.
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5. Searching for a Set of References
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6. Searching for a Set of References
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7. Searching for a Set of References
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8. Searching for a Set of References
3. On the first search line:
a. In the Field list, scroll up and select Any Field. This
means that EndNote will search all fields.
b. In the Comparison list, the Contains comparison
operator means that EndNote will search for the
string of text anywhere in a field.
c. Type “bats” as the first search term.
4. From the Field list in the second search
line, select Year. From the Comparison list, select
“Is greater than or equal to” and then type “2000”
as the search term.
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9. Searching for a Set of References
5. From the Field list in the third search line, select
Year. From the Comparison list, select “Is less
than or equal to” and then type “2012” as the
search term.
6. Notice the “And, Or, Not” logical operator list at
the beginning of each search line. Select the
“And” logical operator between the three search
lines.
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10. Searching for a Set of References
The Search panel should look like this.
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11. Searching for a Set of References
This search will find all references published
between 2000 and 2012 that contains the text
“bats”.
Notice that the following check boxes are not
selected for this search:
Match Case: This option would limit our search
to “bats” in lowercase. If it were found capitalized
at the beginning of a sentence, or all uppercase, it
would not match the search.
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12. Searching for a Set of References
Match Words: This option would limit matches to
full words with no truncation. The word “batsman”
would not match our search.
7. Click the Search button to begin the search. In a
moment, EndNote displays the search results.
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13. Searching for a Set of References
The status area at the bottom of the Library
window should read, “Showing 17 of 17
references in Group”.
Notice in the Groups panel that EndNote
automatically retains the results in a Search
Results group set. This makes it easy to display
other sets of references, but still go back and
display your most recent search results. EndNote
replaces this temporary Search Results group the
next time you run a search on the library.
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14. Searching for a Set of References
When you close the library, EndNote removes the
group.
As you enter additional references into your
library, you may want to keep track of the
references that meet your search criteria. An easy
way to do this is with a smart group.
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15. Searching for a Set of References
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16. Creating a Smart Group
You could create a custom group, and then
drag your search results to the group, but as
you entered new references into your
library, you would need to keep updating the
custom group. Instead, create a smart group
that updates automatically.
The Search panel should still display the
search strategy to find “bats” for publication
years 2000 to 2012.
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17. Creating a Smart Group
To use the search strategy to create a smart
group:
1. Click the Options button, and then select Convert
to Smart Group. A Converted Search smart group
is created under the first custom group set,
Psychology 101.
2. Type “Bats 2000-2012” for the Converted Search
title, and then press Enter If you have already
clicked away from the editable title, you can
right-click on Converted Search, and then select
Rename Group.
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18. Creating a Smart Group
To use the search strategy to create a smart
group:
Each time you add a reference library or edit a
reference, EndNote updates the smart group as
needed. To show all references again in the
library window, click the All References group.
3. Drag the Bats 2000-2012 smart group to the Bats
group set.
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19. Creating a Smart Group
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20. Creating a Smart Group
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21. Creating a Smart Group
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22. Creating a Smart Group
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23. Creating a Smart Group
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24. Creating a Combination Group
Let us assume that you want to combine all
your custom groups and smart groups under
the Chiroptera Combo group set in order to
create a combination group.
To create a combination group:
1. Select the Chiroptera custom group from the Bats
group set.
2. From the Groups menu, select Create from
Groups to open a dialog.
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25. Creating a Combination Group
3. In the Group Name field, type “Chiroptera
Combo Group.”
4. Go to the “Include References In” fields section
of the dialog. In the first field, select Chiroptera
from the Bats group set menu.
5. In the second field, select Echolocation from the
Bats group set menu. Select the OR Boolean
from Logical Operator list.
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26. Creating a Combination Group
6. In the third field, select the Sonar smart group
from the Bats group set menu. Select the OR
Boolean from the Logical Operator list.
7. Click the Create button to save your changes.
Your combination group should appear in the
Groups panel.
Your combined group should contain 24 references
from the following custom groups and smart groups.
 Chiroptera
 Echolocation
 Sonar
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27. Creating a Combination Group
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28. Creating a Combination Group
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29. Creating a Combination Group
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30. Creating a Combination Group
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31. Creating a Combination Group
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32. Creating a Combination Group
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33. Creating a Combination Group
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34. Creating a Combination Group
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35. Creating a Combination Group
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36. Creating a Combination Group
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38. Resources
 EndNote Help
QUT Library EndNote
http://www.library.qut.edu.au/services/endnote/index
.jsp
EndNote Manual
In Windows: Start > Programs > EndNote > Getting Started
Guide
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39. Resources
EndNote site support
http://endnote.com/support/search-knowledgebase
EndNote Tutorial Library
http://endnote.com/if/endnote-video-training
EndNote Online User Manual
http://endnote.com/if/online-user-manual
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40. Resources
EndNote X6 - Thomson Reuters EndNote
X6 Help User Guide
C:Program FilesEndNote X6EndNoteX6WinHelp.pdf
UWS University of the West of SCOTLAND
http://www.uws.ac.uk/workarea/downloadasset.aspx?id=2147
511905
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