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    1 : Introduction & Advanced Tutorial EndNote Friday, 18 July 2014 1 Prepared by Mr. Elhassan Charity Fund for Sudanese Students in Nanjing (CFSS) Research Tools (Lecture 1)
    2 : EndNote I Objectives -- On completion of this lecture you should be able to better create and manage EndNote libraries. We will work on you acquiring the with the ability to: 1. Identify key capabilities of Endnote, and strategies for using Endnote effectively. 2. Find your way around the EndNote program (screens and menus) and learn where to find answers to questions about EndNote. 3. Create EndNote libraries and enter references in them by typing. 4. Search for and add references by connecting to remote databases through the internet. 5. Import references from downloaded files into EndNote. 6. Use EndNote with Microsoft Word to create and format citations. 7. Import different journal’s styles into EndNote original styles. Friday, 18 July 2014 2 Prepared by Mr. Elhassan
    3 : What is EndNote? EndNote is a commercial reference management software package, used to manage bibliographies and references when writing essays and articles and it designed to allow researchers to record, organize, and use references found when searching literature for information. It is produced by Thomson Reuters. EndNote is an annotation placed at the end of a document. Friday, 18 July 2014 3 Prepared by Mr. Elhassan
    4 : What can EndNote do? Create a database (library) of references for a specific topic Download references from library catalogs or other electronic databases Link references into word processed documents Generate bibliographies in specific styles, especially for publication Friday, 18 July 2014 4 Prepared by Mr. Elhassan
    5 : What can Install EndNote? Follow the same procedures for any software installation in computer. Many versions of EndNote software are available but the most modernize is EndNote X7. If the software has crack you must follow the crack file instructions. If the software successfully installed then you can Run it. Friday, 18 July 2014 5 Prepared by Mr. Elhassan
    6 : Either double select the EndNote icon from the Start -- Programs menu or Open Word and select Tools -- Go to EndNote How do I run EndNote? Friday, 18 July 2014 6 Prepared by Mr. Elhassan
    7 : Friday, 18 July 2014 7 Prepared by Mr. Elhassan From the Getting Started window click on the “Create a new library” button. Or go to the File menu > New Library. Save your library in your Documents folder.
    8 : Name your new library and save it to the desired folder, eg: c:\MyDocuments\dissertation\ Friday, 18 July 2014 8 Prepared by Mr. Elhassan
    9 : In Word, select Tools -- EndNote to start Friday, 18 July 2014 9 Prepared by Mr. Elhassan
    10 : Then select File -- New Friday, 18 July 2014 10 Prepared by Mr. Elhassan
    11 : Your new library will open, ready to accept references Friday, 18 July 2014 11 Prepared by Mr. Elhassan
    12 : To open an existing library select File -- Open Libraries in the Examples folder & your most recently created libraries will be displayed Select Open Library to find files stored in other locations, eg: a:\drive Friday, 18 July 2014 12 Prepared by Mr. Elhassan
    13 : Click on the library of choice, and it will open Friday, 18 July 2014 13 Prepared by Mr. Elhassan
    14 : Double click on an item to display the full record Friday, 18 July 2014 14 Prepared by Mr. Elhassan
    15 : Buttons allow you to move through the reference list, displaying each full record Friday, 18 July 2014 15 Prepared by Mr. Elhassan Reference types, journal article, conference paper, conference proceedings, report, book, etc.
    16 : Adding records to a library Friday, 18 July 2014 16 Prepared by Mr. Elhassan There are three ways to enter references into EndNote : Typing by hand Downloading from a database and importing Searching and downloading directly through EndNote using Connection Files (v.6 + only)
    17 : Ways to enter references into EndNote Typing by hand Downloading from a database and importing Searching and downloading directly through EndNote using Connection Files (v.6 + only) Friday, 18 July 2014 17 Prepared by Mr. Elhassan
    18 : Adding records to a library manually Friday, 18 July 2014 18 Prepared by Mr. Elhassan Add a new record by selecting References -- New or Ctrl + N
    19 : Add a new record by selecting References -- New or Ctrl + N Friday, 18 July 2014 19 Prepared by Mr. Elhassan
    20 : Chose a suitable record template, eg. Journal Article, Book, etc. Friday, 18 July 2014 20 Prepared by Mr. Elhassan
    21 : Type the bibliographic details into the appropriate fields Close the reference by clicking the control menu box The information is automatically saved & the reference will appear in the Library window Friday, 18 July 2014 21 Prepared by Mr. Elhassan
    22 : Laborious, yes… But some records such as technical reports, web pages, some conference proceedings, grey literature, and government publications cannot be downloaded directly into EndNote Friday, 18 July 2014 22 Prepared by Mr. Elhassan
    23 : Adding records to a library by Import An alternative to entering records in manually, is to use a database of your choice, search, then save the database records in a format Endnote is able to read These records can then be imported into an Endnote library through an appropriate filter Friday, 18 July 2014 23 Prepared by Mr. Elhassan
    24 : Filters When you search a database like PubMed, Eric or PsycINFO, you can save your search results & import them directly into your library To do this you must use the proper EndNote filter A filter is a file that instructs EndNote how to interpret data from another source It ensures that the information from a database or library catalogue is placed into the correct fields (ie, author, title, etc.) Friday, 18 July 2014 24 Prepared by Mr. Elhassan
    25 : In EndNote, select File -- Import Friday, 18 July 2014 25 Prepared by Mr. Elhassan
    26 : Locate the file you have saved by clicking on Choose File Friday, 18 July 2014 26 Prepared by Mr. Elhassan
    27 : Friday, 18 July 2014 27 Prepared by Mr. Elhassan The folder location in Your computer
    28 : Select the appropriate database & service provider eg. PubMed via NLM Friday, 18 July 2014 28 Prepared by Mr. Elhassan
    29 : You can chose to import all references or discard duplicates Friday, 18 July 2014 29 Prepared by Mr. Elhassan
    30 : The new references will be added to your library Select References -- Show All or Ctrl + H to display the entire library Friday, 18 July 2014 30 Prepared by Mr. Elhassan
    31 : Backing up EndNote Libraries EndNote libraries need to be backed up for obvious reasons Select Save a Copy from the File menu and save a copy of the library to an appropriate location Friday, 18 July 2014 31 Prepared by Mr. Elhassan
    32 : Friday, 18 July 2014 32 Prepared by Mr. Elhassan
    33 : Open the Word document in which you wish to insert references Place the cursor where the citation is to be inserted Go to the EndNote library and highlight the appropriate reference This method citations called Cite While You Write (CWYW) Inserting In-text Citations with Word Friday, 18 July 2014 33 Prepared by Mr. Elhassan How?
    34 : To insert a reference from within EndNote, highlight the reference and click on Insert Citation Friday, 18 July 2014 34 Prepared by Mr. Elhassan
    35 : Inserted citation Friday, 18 July 2014 35 Prepared by Mr. Elhassan
    36 : To insert multiple citations, place the cursor in the Word document In EndNote, highlight records by holding the Ctrl key, clicking on the appropriate citations, and then Insert Citation Friday, 18 July 2014 36 Prepared by Mr. Elhassan
    37 : Formatting a bibliography Once the document is written, the bibliography can be formatted in a chosen style In EndNote: click on Cite While You Write -- Format Bibliography In Word: click on Tools – EndNote -- Format Bibliography Friday, 18 July 2014 37 Prepared by Mr. Elhassan
    38 : To change the citation style, select File -- Output Styles and select the style of choice Use Style Manager to select a style that is not currently displayed Friday, 18 July 2014 38 Prepared by Mr. Elhassan
    39 : Click on the Find button in Style Manager, and you can select styles by subject Friday, 18 July 2014 39 Prepared by Mr. Elhassan
    40 : Once you have selected the style, click on Cite While You Write -- Format Bibliography in EndNote Friday, 18 July 2014 40 Prepared by Mr. Elhassan
    41 : You will be prompted to select the style for the document Friday, 18 July 2014 41 Prepared by Mr. Elhassan
    42 : EndNote will change the in-text citations to the appropriate format, and attach the bibliography at the end of the document Friday, 18 July 2014 42 Prepared by Mr. Elhassan
    43 : EndNote allows you to search for a set of references by author, title, keyword, subject, journal title, year and more Searching within a library Friday, 18 July 2014 43 Prepared by Mr. Elhassan
    44 : To search, select References – Search or Ctrl + F Friday, 18 July 2014 44 Prepared by Mr. Elhassan
    45 : Search results are displayed in brief format Friday, 18 July 2014 45 Prepared by Mr. Elhassan
    46 : Managing your library records Library view preferences Saving frequent library searches Adding a Display Field Printing selected references Modifying Reference Types Selecting & Modifying Term Lists Friday, 18 July 2014 46 Prepared by Mr. Elhassan
    47 : References -- Show Preview will display the bibliography record for an item in a style of choice References -- Hide Preview will restore the list Friday, 18 July 2014 47 Prepared by Mr. Elhassan
    48 : EndNote allows you to change the short format display to show various fields Select Edit -- Preferences -- Display Fields and add another field, for instance Reference Type Adding a display field to a library Friday, 18 July 2014 48 Prepared by Mr. Elhassan
    49 : Select Edit -- Preferences -- Display Fields and add the field of choice Friday, 18 July 2014 49 Prepared by Mr. Elhassan
    50 : Friday, 18 July 2014 50 Prepared by Mr. Elhassan
    51 : Selected records can be printed by holding the Ctrl key and highlighting the records wanted Then select the Output Style and print those records only Printing selected references Friday, 18 July 2014 51 Prepared by Mr. Elhassan
    52 : Hold down the Ctrl key, click on records you want to print The select File and the Output Style required … Friday, 18 July 2014 52 Prepared by Mr. Elhassan
    53 : ..and select File -- Print Friday, 18 July 2014 53 Prepared by Mr. Elhassan
    54 : Modifying reference types EndNote 6.0 contains a generic reference type, 25 pre-defined reference types and 3 unused reference types Each Reference Type includes a standard set of fields Friday, 18 July 2014 54 Prepared by Mr. Elhassan
    55 : Modifying reference types You can add, edit or delete fields as appropriate Examples: Delete fields you know you will never use Add fields you need Rename or define an existing field Friday, 18 July 2014 55 Prepared by Mr. Elhassan
    56 : From the Edit menu select Preferences -- Reference Types -- Modify Reference Types Friday, 18 July 2014 56 Prepared by Mr. Elhassan All this field can modify Scroll to the Reference Type you want to modify – Make changes – Click OK
    57 : Adding records using the Connection Files Only available on v.6 and above Friday, 18 July 2014 57 Prepared by Mr. Elhassan
    58 : Two ways let you insert new style in the EndNote styles It is also possible to edit a style in EndNote, and include your own new fields (Explain in the pervious PPT) Copy the new EndNote Style and paste it in the EndNote styles directery. Editing a bibliographic reference style Friday, 18 July 2014 58 Prepared by Mr. Elhassan
    59 : To edit a style select File -- Output Styles and the option to edit the currently selected style Friday, 18 July 2014 59 Prepared by Mr. Elhassan
    60 : Here you may edit the citation and bibliography styles as needed Friday, 18 July 2014 60 Prepared by Mr. Elhassan
    61 : Special features Cite While You Write: an option to insert citations into your document in their finished form and a reference is simultaneously created at the end of the document Traveling Libraries: a library containing only the references cited in a document that facilitates collaboration between authors Friday, 18 July 2014 61 Prepared by Mr. Elhassan
    62 : Traveling Libraries Allow you to: use more than one machine share documents with colleagues How they work: The first time you format a citation in a document EndNote accesses reference data from the open library & embeds it within the document. When you reformat the bibliography, EndNote again looks for the reference data in the open library. If that library is not available, EndNote uses the embedded citation data to format the citation. This embedded data is referred to as the “Traveling Library.” Friday, 18 July 2014 62 Prepared by Mr. Elhassan
    63 : Traveling Library In Word: Tools – EndNote –Export Traveling Library Select in the Export Traveling Library dialog box either: an existing EndNote Library (from the drop-down list – or Browse to find a library) a new EndNote Library (you’ll be prompted to name and Save the new library) CAVEAT 1: The new library will only include those references used in the document from which it was created Friday, 18 July 2014 63 Prepared by Mr. Elhassan
    64 : Copying references from Word to an EndNote library Open both your Word document & the EndNote library In EndNote: Tools – Cite While You Write – Import Traveling Library CAVEAT 2: The Traveling Library does not contain Notes, Abstract, Keywords, etc. Friday, 18 July 2014 64 Prepared by Mr. Elhassan
    65 : Important two files in Your EndNote library !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! From where you save your EndNote Library copy these two files together Your library name .Data for eg. (My EndNote library .Data), This file contains your references in PDF Operation EndNote File with the same name of first file but different extension Save these two file and you can use its in any computer has fixed on it EndNote software. Friday, 18 July 2014 65 Prepared by Mr. Elhassan Two Files
    66 : For more information: EndNote Manual the official EndNote web site EndNote Technical Support EndNote Users’ Mailing List Friday, 18 July 2014 66 Prepared by Mr. Elhassan

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