What is Endnote? A bibliographical management software package designed to : Organize bibliographic references Create a bibliography

UTM Library

What Endnote Can Do? Organizes citations Search & retrieve citations Builds bibliography

Create a new Endnote Library First time creating an EndNote library? Click on Create a new library >Save library > a new library will open automatically Creating another new library? Open the File menu > select New > Name your new library > select where you want to save > click on Save

Endnote Library - Basic Elements

Endnote Library - Toolbar Elements 1. Copy to Local library 2. Add Reference 3. Online Search 4. Import / export References 5. Find Full Text 6. Insert citation to Word processor 7. Help Choose between Integrated, Local & Online Mode. The groups displayed correspond to the Mode chosen. 2 4 6 1 3 5 7

Creating / Importing References References might be : Created manually (e.g via References menu) Imported from subscribed online databases, Google Scholar, etc. Imported from a bibliographic database via an online search within Endnote By importing pdf files that contain the DOI

Create Reference Manually Click the New References button. A blank form will be displayed 1 When you have finished entering all the information, click on the small cross to save the reference 3 Select the correct Reference Type for the publication you wish to cite 2

Attaching Images Open the record you wish to use, then click the Attach Figure (drawing pin) icon 1 2 3 Click the Choose File button and browse to where you have the image saved. Click the OK button 4 Add a caption to describe the image Scroll down the reference screen to see your image. Double-click on it to see the full-sized image. If you are using images in your writing you must provide a caption for each one, and this must include a citation for the source of the image.

Importing References from Google Scholar Click the Settings link at the top of the screen 1 Only one time setting 2 Scroll down to the bottom of the page In the Bibliography Manager field, click in the button Show links to import citations into and choose EndNote 3 Click the Save button 4

1 From now on, when you search Google Scholar, there will be an Import into Endnote link after each record. Click that link. 2 The File Download window will appear. Then click Ok.

Importing References from Subscribed Online Databases Search online databases and choose your preferred databases Each databases usually possible to import the records directly into Endnote Most databases contain a download or export button that will send the search results directly to Endnote Pick the correct import option and start the import process automatically Each of databases have a different way to import the record

Importing References from Web of Science 1 Type your keywords and click the Search button Choose & click Save to EndNote desktop 3 Click Send & The File Download window will appear. Then click Ok. At the results screen, tick some of the checkboxes next to the results you want. 2 4

How to Edit Records Sometimes the records you import will have titles all in capital letters, or with each word capitalized. This will create incorrectly formatted references in your bibliography, so you will need to edit these records. Open the record and highlight the text you wish to correct 1 Click the Change Case button and make your selection. 2 As a general rule, article and chapter titles are in sentence case, i.e capital letter for the first word and proper nouns only. Book and journal titles usually have a capital letter for all the main words. The above reference will now be correctly formatted, as such :

Import of PDF Articles Click one item in the Reference List Go to Edit menu and choose Select All. Click the Find Full text icon. A copyright notice will be displayed click the OK button

The paperclip icon will appear if the download has been successful. If do not get the attachment, it will attempt to find and attach URLs to your records. To read the attachment, click to the record and click Open File icon (yellow folder) The attachment will open in new window

Attaching PDF Manually If Endnote cannot find and attach the PDF automatically, it to the reference manually. Before you start save the file to your PC. 2 Click the paperclip icon 1 Highlight the record you wish to put attachment 3 Browse where you have the file saved, then click the Open button.

The file will now be attached to the Endnote record next to the Library Window

Drag & Drop PDF PDF Drag and drop the PDF into a particular referencing or any part of the line. The attachment will automatically be attached to the referencing. Drag and drop the PDF into the Reference window, and the attachment + referencing will be automatically sorted out. Drag the referencing to a particular folder if you want to save it.

How to Remove Attchment Right click on the tab, and click Remove

Find and Delete Duplicates Click on References menu and select Find Duplicates. Compare the records displayed on the screen and select the one to keep by clicking the Keep This Record tab. The duplicate will be automatically di scarded from your library.

Online Search Function With the Online Search command, you can search online bibliographic databases just as easily as you can search an EndNote library on your own computer Click the Integrated Library & Online Search icon 1 2 Choose the preferred Online Search Databases. Eg : PubMed(NLM)

3 A search form will open. Type in the details of keyword Then, click Search button 4 5 If your search retrieves too many results, type in more manageable number. Eg : 20, then click OK. Then, all matching results will be retrieved into Endnote.

Find Reference Updates Double click on the title Click on the Find Reference Updates icon

Those highlighted in blue are found updates. Choose update all fields

Cite While You Write Endnote works with Word to easily and quickly cite references, and create a paper with properly formatted citations, a bibliography, figures, and tables. This is all done using Cite While You Write (CWYW) toolbar. The Endnote toolbar either be a separated tab on the ribbon or be installed in the Add-ins tab.

Inserting Citations and Bibliographies into a Document In Document : 1 In the document click the place where you wish to place a citation in the text. Click the Go to EndNote button. This will open your EndNote Library 2 Remember to leave a space between the last character and your cursor, and that your citation is placed before the full stop at the end of your sentence

In Endnote : 4 Click the Insert Citation button Click to the reference you want to use 3

Select the style you want from the menu 6 If you wish to format your citation or bibliography, click the Instant Formatting is Off then select Turn Instant Formatting is On. 5 Return to your Word document. The citation will be like this.

7 You should now have a correctly formatted citation and a bibliography at the end of your document

Changing the Citation Format In your writing you will often integrate the author s name into your text, for example : Tainter & Wong (2016) described the.. In this case, you do not repeat the authors name in a citation at the end of the section To format your citation, place your cursor where you want the author s name to be usually this will be at the start of your paraphrase 1 2 Highlight the reference you want, then click the Insert Citation button

3 Right-click on the citation you have just inserted, Go to Edit Citation(s) And select Display as : Author (Year) 4

Your citation will now be correctly formatted. i.e author s names incorporated into the sentence, and followed by the date in parentheses. 5 There may also where you have mentioned both the authors and the date of an article in your text, (for example, In his paper of 2016, Hao reported that ) and therefore do not need either in your citation. You do still need the reference in your bibliography, and you should use Endnote to insert this. Type the year and author into your text 6 7 Place your cursor where you would normally add the citation, i.e at the end of the sentence. Go to Endnote and add the citation in the usual way

8 Right-click on the citation you have just inserted 9 Go to Edit Citation(s), then select Show Only in Bibliography 10 The citation will be removed from your text, but the coding remains which ensures that the reference will stay in your bibliography

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