EndNote : beginners. Hager Braham, M.S.I. Librarian

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1 EndNote : beginners Hager Braham, M.S.I. Librarian

2 2 Workshop schedule Explore EndNote Identify EndNote functionalities Enrich your EndNote Library EndNote and EndNote Web

3 3 Why should I use EndNote? Software tools for publishing and managing bibliographies (EndNote, RefManager, ProCite, Zotero) Create, import and export citations Compatible with different word processors (Windows, MAC OS) Insert bibliographic citations into your paper and create a bibliography

4 4 Definition Software tools for publishing and managing bibliographies : Help you to manage bibliographic citations found in Internet and databases and retrieve them directly/indirectly into your EndNote Library. Examples of software tools for publishing and managing bibliographies : EndNote, Reference Manager*, ProCite* (*CDs are available at the Library) Recommanded software at UQAT = EndNote

5 Access to EndNote Download from the Library web site/help/endnote 5 Computer labs UQAT application server Create you account with MyEndNoteWeb.com

6 EndNote - glossary EndNote Library Database contains all bibliographic citations retreived from online resources or created manually Reference Each record in the database is a reference. It is composed of many fields to describe each document type (author, year, title of journal, reference type, etc.) Reference Type 6 Refers to document type (ex. journal article, book, thesis, patent, report, web page, etc.). Each reference type has specific fields. More than 40 reference types

7 7 EndNote - glossary Fields Each bibliographic reference or record is composed of fields. Some fields are commun (author, title, etc.) and some are different and depend on the reference type (ex. for thesis, we ll have field for : university, academic department, etc.). More than 40 fields to describe each reference type.

8 EndNote Library 8

9 9 My EndNote Web Sign up for a free account : Recommanded to use your academic . Download EndNote Web plug-in in order to use Cite While You Write function (CWYW) :

10 10 EndNote Library composition EndNote Library Toolbar Display modes Library window with all bibliographic references Sort options Display : Edit > Preferences > Display fields Tabs : local or online search, citation quick display, citation edit Groups : My groups, Online search, Transfer (Connexion to EndNote Web), Full text search

11 Enrich your Endnote Library 11 Create references manually Import references directly ou indirectly Online search and Thomson Reuters databases. LIMITED

12 12 Create a new reference manually References > New Reference or Select the document type (ex. book, journal article, thesis, web page, etc.) Use to another to navigate from reference To modify a reference : o Quick Edit o Double-click on the reference o Select the reference and choose in Reference menu > Edit References

13 Create a new reference manually 13 To add a file attachment (html, pdf, doc, etc.) Click on right hand mouse> File Attachments > Attach File or Select the reference> References > File attachments. To add a figure : Select the reference > Quick Edit> References > Attach figure or double-click on the reference > select When you close the reference window, the system will ask you to save the changes you made.

14 Import references directly to EndNote Library 14 Import references directly to Library EndNote or EndNote Web account. Some databases offer this option : Science direct ; Web of Science ; Scopus ; ABI/Inform ; Google Scholar Step by step : oget in a database olaunch your search oselect references oclick on EXPORT option (the name of this option may change from a database to another) oselect your destination : EndNote or EndNote Web

15 Export references from ScienceDirect 15

16 16 Export references from Web of Science

17 Export references from Scopus 17

18 18 Export references from Google Scholar Google Scholar> Scholar Preferences 1 2

19 Import references indirectly to EndNote Library Import filter indicates to EndNote how to use the data effectively as specified by the database. Each peace of bibliographic information must be consistently tagged so it can be directed to the correct EndNote field. p.64 Thomson Reuters. (2010). Getting started guide : EndNote X4 To import references from PubMed to EndNote library : o Select references o Choose the option Send To o Select MEDLINE format o Save the text file (pubmed_result.txt) in your desktop o From your Endnote Library : File > Import or choose o Select your text file (pubmed_result.txt) o From Import option, select PubMed (NLM) filter All import filters have to be saved in C :/ Program Files / EndNote X4/ Filters 19

20 Online search references 20 Online search is useful to search directly in databases (most of them are Thomson Reuters products) and library catalogs and to retrieve references to EndNote library. To select online resources : Tools> Online Search To launch searches : Tools > Online Search >New Search or from the left menu > Online Search. It is strongly recommanded to search directly into databases because few of them are free online and accessible (ex. PubMed). Online Search is useful particularly to search library catalogs.

21 Search into EndNote Library 21 Total of references corresponding to your search Tools > Search library or Search tab To save your search : Search> Options> Save Search To restart your saved search : Search> Options> Load Search Select the field and the search type Search words Start your search

22 Search into EndNote Library 22 Quick search box : Case sensitive No truncation, no Boolean operators, no proximity operators. Quick search is useful for one word or an expression (ex. information literacy)

23 Connexion between EndNote and EndNote Web Tools> EndNote Web or 23 Left menu> EndNote Web> Transfer Transfer references from EndNote to EndNote Web account Start the transfer

24 24 EndNote Web My references Collect to collect references from online databases, OPAC s ; create new references on the fly ; import references from bibliographic databases or other reference management tools. Organize to create and manage groups and share EndNote Web groups with other EndNote users. Format to create bibliographies ; to export references to different reference management tools. Options tab contains data about your EndNote Web account.

25 Online search into EndNote Web 25

26 Import references to EndNote Web 26

27 Import references to EndNote Web 27

28 28 EndNote Computer Proprietary software Limited sharing references Save file attachments and have access to them at any time. Hundreds of bibliographic output styles and possibility to add new ones. EndNote Web Web Free Illimited sharing references Not possible to save or even to have access to file attachments. Hundreds of bibliographic output styles but not possible to add new ones. Ex. APA-UQAT

29 29 Webliography To identify import filter for each database : EndNote products training: EndNote tutorials in WMV format or MP4 format : utorial_download.asp EndNote X4 getting started guide : tingstartedguide_win.pdf

30 30 Next workshop : EndNote - advanced Explore different ways to manage bibliographic references Use CWYW function Add footnotes Create bibliographies Exercises

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