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What is EndNote Creating bibliographic reference with EndNote Suang Udomvaraphunt Academic IT Stang Monkolsuk k library and Information division ision Faculty of Science, Mahidol University Bibliographic management software Online research tool search online bibliographic databases and retrieve the references directly into EndNote. Reference and image database Storing, managing, and searching for bibliographic references in your private reference library. Organize images, including charts, tables, figures, and equations, and assign each image its own caption and keywords Bibliography and manuscript maker formats citations, figures, and tables in Microsoft Word with the Cite While You Write feature. Other compatible software : Reference manager, Procite, Refwork, Zotero, Mendeley etc Release : 1.3.265 Workflow Workflow Journal Review article CD-ROM Book Patent etc. E-database Literature search Journal Review article CD-ROM Book Patent etc. E-database Manual type Online search Import Direct export EndNote library + Create bibliography Manuscript Report Thesis EndNote library Creat bibliography Report Manuscript Thesis 1

Hardware requirement EndNote typical and custom installation EndNote 9, X, X1 EndNote X2/X3 EndNote X4 There are some different between typical and custom installation (number of component files) CPU Pentium 450 MHz or more Memory (RAM) 128 MB or more 256 MB or more OS Windows 2000 / XP / Windows XP SP2+ / Windows XP SP3 / Vista Vista Vista / 7 Word processing software MS Word 2000+ MS Word 2003-2007 OpenOffice Writer MS Word 2003-2010 OpenOffice Writer MS Word 2010 users must use EndNote X4 Release : 1.3.265 Compare typical and custom installation Connections online search Compare typical and custom installation Typical install 100 Custom install 3,854+ Release : 1.3.265 Release : 1.3.265 2

Compare typical and custom installation Import filter import data Compare typical and custom installation Typical install 262 Custom install 345+ Release : 1.3.265 Release : 1.3.265 Compare typical and custom installation Styles output styles (journal format) Compare typical and custom installation Typical install 263 Custom install 2,385+ Release : 1.3.265 Release : 1.3.265 3

EndNote overview Reference list pane Group pane Tab pane Introduction to Endnote interface Library composition Each Endnote library contains 1 library file (*.enl) and 1.Data folder (keep the attached PDF and picture files Creating new library file in a folder and copy the whole folder if needed to make sure that you don t loose anything. 4

Journal term list : Things to do for new library The first thing to do after make a new library file is define journal term list Journal term list is lists of journal name in full and abbreviated form These lists are used for making correct journal name in reference (It s needed for output style that used journal in abbreviated form i.e. Vancouver) Help EndNote works correctly find out the duplicate references Define the journal term list only once but have to be done in every library file Why need Journal term list (1) Correct finding duplication references (in Find duplicates command) Correct Journal name in Vancouver and other output style that need abbreviated format Why need Journal term list (2) The same reference imported from SCOPUS (upper) and PubMed (lower) that give difference journal name in vancouver style before define Journal term list Why need Journal term lists (3) After defined Journal Term Lists, both give abbreviation form Before Journal Termlist SCOPUS give full name PubMed give abbreviated name 5

To define Journal Term lists Journal Term lists (2) 2 4 1 3 5 1. At menu Tools / Define Term Lists 2. In the Term Lists windows, select tab Lists, then select Journals 3. Click Import Lists button 4. Browse to folder c:\program files\endnote X2\Term Lists\ 5. Select the appropriated term lists files (BioScience, Chemical, Medical) Journal Term lists (3) How to input data Click at the tab Terms looking for the journal lists 6

There are 4 methods 1. Manual type Data input 2. Online search by using Endnote s connection file connect to online database or library catalog 3. Import from file searh from web browser then save the result and import into EndNote Data input (2) 4. Direct Export from web site can be use in some databases Thomson Scientific (ISI) American Psychological l Association Bausch & Lomb BioMedNet Buffalo University EI Engineering EMBASE JAMA Karger Publishing MicroPatent NISC OVID Science Magazine Telemed BioMedCentral BMJ EBSCO Elsevier IEEE JSTOR Los Alamos National Laboratory NERAC OCLC Oxford Press Journals Stanford University's Highwire Press etc. Data Input Manual typing Click close when finished Method 1 : Manual typing Add reference type Add fields 7

Author name : One author / line Author name format Manual typing (2) Last_name, First_name Middle_name First_name Middle_name Last_name Institute / Thai name add comma(,) at the end Mahidol University, คณะว ทยาศาสตร มหาว ทยาล ยมห ดล, สรวง อ ดมวรภ ณฑ ภ ณฑ, PubMed Produced by NLM ( U.S. National Library of Medicine) Major database : MEDLINE and others lifes cience journal since 1950 PubMed Other databases : Entrez nucleotide (GenBank - nucleotide, RefSeq sequences, PDB - protein) and analysis tools. Bookshelf (E-book in biomedicine) PubMed There are 2 methods to import data in EndNote library Online search (Connection in older version of Endnote) Import filter 8

Before doing Online search Data Input Method 2 : Online search Start since Endnote X1.01 Endnote develope 3 display modes Library & Online Search Mode Local Library Mode Online Search Mode Library & Online Search Mode Integrated Mode, with all groups and commands available. Online search results downloaded directly into your open library Online Search Mode only the Online Search groups are available. When downloading references from an online database, the references are stored in a temporary library until they are saved to a permanent EndNote library.. Useful when you don t want the search results affect your local library. Library & Online Search Mode Local Library Mode Local Library Mode the Online Search groups are not available. All l local library commands are available. 9

Online search (Connection) Demonstration ti : Findout quickly connection to PubMed Direct connect from endnote to remote databases Need connection file for connecting to the database Connection file were prepared by EndNote or manual editing In Thailand available connection are PubMed, ISI WOS, University libraries Import filter : Pubmed 1. add keyword Data Input Method 3 : Import filter 2. Choose references needed PubMed Science finder H.W. Wilson 3. Send to :- Choose destination : File Format : MEDLINE 10

Import filter : Pubmed 4. Save the result to file 5. Endnote use File / Import command 6. Select suitable import filter to import the data into library Demonstration ti import data from PubMed SciFinder Scholar 2007 and SciFinder Web Produced by CAS (Chemical Abstract Service) CA Plus (Chemical Abstract database) since 1907 + patent MEDLINE (PubMed) Search by Chemical reaction Search by Chemical name Search by Chemical formula etc Need special search software (SciFinder Scholar) Subscribe by Mahidol University for 4 accounts @1 M Baht / account SciFinder Scholar client 2 users SciFinder web 2 users SciFinder Scholar 2007 Start program Select Explore 11

12

Import filter : SciFinder Scholar 2007 (1) Import filter : SciFinder Scholar 2007 (2) 1. Select references 2. Save the results by using Save As command 3. Change file type to Tagged format 4. SciFinder limit the data to be exported at 100 records each time Import filter : SciFinder Scholar 2007 (3) H.W. Wilson 5. Import the save results into Endnote with File / import command 6. Use SciFinder (CAS) as import filter 1. From searching results, select the articles needed. 2. Click tab Exporting/Citing. 2 13

H.W. Wilson H.W. Wilson 3. Select Download Record(s) into: as The EndNote Filter 4. Click Export 5. Save the export data (default is HWWilson.ris ) 6. In EndNote 7. Click at File / Import 8. Import data by using Wilsonweb as Import option 4 3 7 8 Data Input Method 4 : Direct export Science Direct ( Direct export ) Science Direct ISI Web of Science Google scholar EBSCOHost & CINAHL Plus with full text 14

Direct export from website : Science Direct Direct export from website : Science Direct 1 2 3 4 1. Mark the references you need 2. Click the Export Citations button 3. Select the option (citation / citation+abstract) 4. Select RIS format as Export format 5. Click Export button 6. Endnote will active ask for the library file to keep the data Demonstration Direct export from Science Direct ISI Web of Knowledge (ISI Web of Science) ( Direct export ) 15

ISI Web of Knowledge Produced by Thomson Scientific Contain several databases ISI Web of Science (Science Citation Index, Index Chemicus, Current Chemical Reactions) Current Content Connect ISI HighlyCited.com Subscribe by ThaiLIS ISI Web of Knowledge 1. Add keyword ISI Web of Knowledge ISI Web of Knowledge 2. Press Save to EndNote 1. Select references Do more changes : Go to the bottom of the page and select more options 16

ISI Web of Knowledge 8. EndNote will be activated automatically 9. Select library file 10. Selected data will be added Google Scholar Importing data into EndNote 5. click on the "Import into EndNote" link. 6. From file download windows, choose to open the file and select an EndNote library file. 6 EBSCO ( Direct export ) EBSCO : Academic search complete CINAHL Plus with full text Produced by EBSCO Cover several subject databases for education, medical, public, corporate and school libraries. Provided their own full text PDF (scan from printed journal) Subscribed by Mahidol University. 17

EBSCO : Academic search complete 1. Enter keyword and select the appropriate limiter, click Search button EBSCO : Academic search complete 2. From search results, select the references needed by click on the Add to folder button. 3. When finish selection click on Folder view icon 2 3 4. Click Export. EBSCO : Academic search complete EBSCO : Academic search complete 6. Select export option as Direct Export to Endnote. 7. Click Save 8. Select Endnote library file to collect exported data. 4 18

Google Scholar Google Scholar Produced by Google Search specifically for scholarly literature, including peer- reviewed papers, theses, books, preprints, abstracts and technical reports from all broad areas of research. Free database ( Direct export ) Google Scholar Set GoogleScholar preferences 1. Click on Scholar preferences Google Scholar 2. Under "Bibliography Manager" select the option "Show links to import citations into" and choose "EndNote EndNote" in the drop down box. 3. Click on the "Save Preferences" button 1 2 3 19

4. Search using selected keyword Google Scholar Maintenance the library Result before setup preferences Result after setup preferences Find Duplicates Find Duplicates (2) Comparison of the replicates Select to keep To get rid of the duplicate records; 1. Select menu References / Find Duplicates 2. EndNote show the duplicates in Duplicate References group 3. All references group : show all record and highlight the second set 4. To delete the duplicate : drag the selected references to Trash group Delete duplicate references every time before making bibliography 20

EndNote in MS Word Creating manuscript After installing EndNote, there is EndNote menu appear in MS Word menu Word XP/2003 Word 2007 Creating manuscript in Word 2003 Creating manuscript in MS Word 2003 1. Open MS Word and EndNote 2. @ MS Word : type the document until reach the point to insert citation ti 3. @ EndNote : select the reference you need 4. From Edit menu choose Copy formatted 4 3 21

Creating manuscript in Word 2003 (2) Change the bibliographic format in Word 2003 (1) 5. @ MS Word : Goto Tools menu select EndNote submenu then select Insert Selected Citation(s) 6. Citation will be added at the insertion point and reference will be created at the end of the document. 5 7. @ MS Word : Goto Tools menu select EndNote submenu then choose Insert Selected Citation(s) () 8. Click dropdown list to select the proper output style or click Browse button then select the output style from list 7 6 8 Change the bibliographic format in Word 2003 (2) 9. Goto Tools menu select EndNote submenu then select Remove Field Codes to remove fieldcode created by EndNote *** important a must step! Otherwise this file can not be open in other machine*** Creating manuscript in MS Word 2007 9 22

Creating manuscript in Word 2007 1. Open MS Word and EndNote 2. @ MS Word 2007 : type the document until reach the point to insert citation 3. @ EndNote : select the reference you need 4. From Edit menu choose Copy formatted 4 3 Creating manuscript in Word 2007 (2) 5. @ MS Word 2007 : Goto EndNote X2 tab select Citation command group Insert Citation drop down list then select Insert Selected Citation(s) 6. Citation will be added at the insertion point and reference will be created at the end of the document. 5 6 Creating manuscript in Word 2007 (2) Change the bibliographic format in Word 2007 (1) 5. @ MS Word 2007 : Goto EndNote X2 tab select Citation command group Insert Citation drop 5 down list then select Insert Selected Citation(s) 6. Citation will be added at the insertion point and reference will be created at the end of the document. 7. @ MS Word 2007: Goto Endnote X2 tab at Bibliography command group select Style list and choose the appropriated p style or Select Another Style for more styles 8. Select the output style from list 7 8 6 23

Change the bibliographic format in Word 2007 (2) 9. When every things finished Click on Convert Citations and Bibliography list and select Convert to Plain Text to remove fieldcode created by EndNote *** important a must step! Otherwise this file can not be open in other machine that no EndNote software installed*** Add reference in word 2007 (1) To add more references into the formatted citation 9 Need to add Argus (1993) at the position between citation (2,3) Add reference in word 2007 (2) 1. Put the cursor in the position. 2. Choose Find Citation command 3. Search for the reference you needed by typing the appropriated keyword. 4. Select the references needed and press Insert button Add reference in word 2007 (3) 5. The inserted reference will be added 6. Reformat the manuscript 5 2 3 6 7 4 24

Removing reference in word 2007 (1) To remove some references from the formatting manuscript 1. Select the Edit Citation(s) command Removing reference in word 2007 (2) To remove some references from the formatting manuscript 2.From the Edit Citation dialog box : Select the reference want to remove 3.Press the Remove button 2 1 3 Formatted & Unformatted form Show fieldcode (Alt+F9) Unformatted form quickly operates but not understand Formatted form slower operates but look in real form Release : 1.3.265 Release : 1.3.265 25

Demonstration ti : Making bibliography Sharing with Colleage More EndNote information Export the library by using command File / Export with Endnote export as output style Data was saved as text file Import into other library by using command File / Import with endnote import as filter Or How EndNote can help you with your Research and Thesis training at Stang Monkolsuk library once every month (free of charge for Mahidol University staffs and students only) register and reserve your seat at Stang Monkolsuk library website http://stang.sc.mahidol.ac.th EndNote user club webboard at Stang Monkolsuk library EndNote Guide tour (chapter 3 of the manual come with the software) Endnote tutorial at EndNote support website http://www.endnote.com/training/ Some thai EndNote manuals floating in the Internet 26

Other EndNote competitives More question please contact Platform Cost Reference manager Desktop $200 300 U.S. ProCite Desktop $200 300 U.S. EndNote Web Web Free for ISI subscribers RefWorks Web $100 U.S. / Year or institute subscription Zotero Firefox Add-in free Suang Udomvaraphunt (สรวง อ ดมวรภ ณฑ ) Multimedia center, Stang Mongkolsuk library Faculty of Science, Mahidol University. 1 st Floor, Physics building Tel : 0-2201-5727 E-mail : stsud@mahidol.ac.th 27