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NICC - EndNote X.4 Reference Management Software

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Presentation of EndNote, its concepts, functionalities and use

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NICC - EndNote X.4 Reference Management Software

  1. 1. EndNote X.4 Chalon, Patrice Hourlay, LucNICC, 2012-11-27 Reference Management Software
  2. 2. • Reference Management Software (RMS) • KCE and EndNote • EndNote Tour • EndNote Preference Introduction Get references Manage references Get full text Use references 2
  3. 3. REFERENCE MANAGEMENT SOFTWARE (RMS) 3
  4. 4. Why RMS ?  Find references  Get references  Manage references  Get full text  Use references 4
  5. 5. 5 Bibliographical DataBase (Online) Reference Management Software (RMS) Direct Export Import [Tagged text file] Connection [file] Manual Encoding Format [Output style] Document Report (Word)
  6. 6. The RMS market 6 CommercialOpenSource Desktop Online
  7. 7. The RMS market 7 Source: http://en.wikipedia.org/wiki/Comparison_of_reference_management_software
  8. 8. RMS@KCE 8
  9. 9. KCE AND ENDNOTE KCE Master Plan Use of EndNote 9
  10. 10. KCE Master Plan  Process 4 : Searching evidence  Process 7 : Synthesis 10
  11. 11. Use of EndNote Search Strategies Screening of abstracts Reading of full-texts Additional references Identified references Project bibliography Report bibliography
  12. 12. Use of EndNote  Inter Library Loan (ILL)  Management of orders articles  Personal bibliography (« on my shelf »)  Call Number: XXX  Label: Project nbr (PF05-25)  Custom (3-6): example validation  My Groups 12
  13. 13. ENDNOTE TOUR Start EndNote Create a New Library EndNote files & folders Main Window Toolbar Left column Main column 13
  14. 14. Start EndNote Option 1: Menu > All programs > EndNote > EndNote Program Option 2: Open EndNote file 14
  15. 15. Create a new library 15 1. File > New 2. Select where to save the library 3. Give a name 4. Click on [Save]
  16. 16. EndNote file & folders 16 1. File 2. Folder 3. Folder’s content
  17. 17. Main window 17 1. Toolbar 2. Left Column 3. Main window: list, preview / Search / Quick Edit
  18. 18. Toolbar 18 1. Library mode 2. Output style selector 3. References panel 4. Open panel 5. Bibliography panel 6. Help 7. Quick Search
  19. 19. Left Column 1. Library management panel 2. My Groups (virtual libraries) 3. Online search sources 4. EndNote Web (requires subscription) 5. Find Full Text 19
  20. 20. Main column 20 1. List of references 2. Preview / Search / Quick Edit window
  21. 21. ENDNOTE PREFERENCES Customize display fields Customize find full text Customize folders location Customize reference types 21
  22. 22. EndNote preferences  Edit > Menu > Preferences… 22
  23. 23. Display Fields  Edit menu > Preferences > Display Fields Change the order of the fields that display in the main window (list of references) 23
  24. 24. Find Full Text  Edit menu > Preferences > Find Full Text Locate full text on the Web. 24
  25. 25. Folder Location  Edit menu > Preferences > Folder Locations Set the location of the style, filter and connections folders 25
  26. 26. Reference Types  Edit menu > Preferences > Reference Types Define the default reference type 26
  27. 27. Introduction • (Semi-)Automatic • Manual Get references Manage references Get full text Use references 27
  28. 28. (SEMI-)AUTOMATIC Direct Export from online database Import a text file Connect to an online database 28
  29. 29. DIRECT EXPORT (e.g. PubMed, Embase.com, Science Direct, Scopus, BioMed Central, Eric, ...) 29
  30. 30. Direct export - PubMed 1. Search for references 2. Select reference(s) 3. Open « Send to » menu 30
  31. 31. Direct export – PubMed (2) 4. Select « Citation manager » 5. Click on [Create File] 6. Select EndNote 7. Click on [OK] 31
  32. 32. Direct export – PubMed (3) 8. Select the appropriate Import Filter 9. Click on [Choose] 32
  33. 33. Direct export – PubMed (4) 10. The reference is directly included into the EndNote bibliography 11. The preview tab presents the reference following the selected style 33
  34. 34. IMPORT A TEXT FILE (e.g. PubMed, OVID Medline, Embase.com, Illumina Sociological Abstacts, Ebscohost CINAHL, Science Direct,, ...) 34
  35. 35. Import File – PubMed 35 4. Select «File » 5. Select Format (here, MEDLINE) 6. Select sort options 7. Click on [Create file] 8. Select « Save File » 9. Click on [OK]
  36. 36. Import File – PubMed (2) 36 10.Select folder 11.Chose file name, ADD « .txt » 12.Click on [Save]
  37. 37. Import File – PubMed (3) 13. File > Import > File… 14. Select text file to import 15. Select Import filter 16. Select duplicates option 17. Click on [Import] 37
  38. 38. Import File – PubMed (4) 18. The reference is directly included into the EndNote bibliography 19. The preview tab presents the reference following the selected style 38
  39. 39. TXT file = archive 39
  40. 40. CONNECT TO ONLINE DATABASE PubMed, Library catalogues,… 40
  41. 41. Connection - PubMed 41 1. Selected the third icon in the Library panel 2. Selected a Database in the Online Search Panel 3. Type your search criteria 4. Select the amount of reference to import
  42. 42. Connextion - PubMed (cont.) 42 5. Select the approriate reference 6. Open contextual menu ans select « Copy References To » 7. Select the Database where to import the reference
  43. 43. MANUAL ENCODING 43
  44. 44. Encoding references 1. References > New Reference ctrl + N 2. Select Reference Type 3. Add : Author, Year, Title, Journal, Volume, Issue, Pages, … 44
  45. 45. Introduction Get references • Showing & hiding • My groups • Export • Changing text / Change & move fields • Searching for references • Finding duplicates • Sorting library • Linking reference to file / opening reference Manage references Get full text Use references 45
  46. 46. Show and hide 1. Select references 2. Open contextual menu and select Show Selected References or Hide Selected References 46
  47. 47. My groups 47 1. Select references 2. Right click on the selection and choose « Add References To > Create Custom Groups 3. Give a name to the newly created group
  48. 48. Export a text file 48 1. File > Export … 2. Select a place to save in 3. Give a name 4. Select a type 5. Select an output style 6. Save
  49. 49. Export a compressed Library 49 1. File > compressed Library 2. Select Create 3. Select with or without Attachements 4. Select all or selected references 5. Next 6. Select a palce to save 7. Give a name 8. Save
  50. 50. Change and move Fields (1) 1. Select references 2. Open Tools Menu 3. Select Change and Moves Fields 50
  51. 51. Change and move Fields (2) 1. In: selecte the field to edit 2. Change: selecte the type of change 3. Indicate the content of the change 4. Select ok 5. Confirm 51
  52. 52. Search for references (1) 52 1. Use Quick Search in the menu
  53. 53. Search for references (2) 53 1. Select Search panel 2. Select Search place 3. Select Field’s search 4. Select type of search 5. Select search buton
  54. 54. Find duplicates (1) 1. Open References’menu 2. Select Find Duplicates 54
  55. 55. Find duplicates (2) 55 3. Select the record to keep 4. Skip the selection records
  56. 56. Sort library - alternate 56 1. Select one of the Column title
  57. 57. Sort library- advance  Tools > Sort Library 1. Select the field to sort 2. Chose sort’s type 3. Select ok 57
  58. 58. Link a file to a reference 58  References > File Attachements > Attach File 1. Select File 2. Check setting (First time) 3. Select Open: file is imported into the EndNote folder « PDF », a link is available in the EndNote reference
  59. 59. Introduction Get references Manage references • General settings • Import PDF • Files localisation Get full text Use references 59
  60. 60. FIND FULL TEXT General Settings Import PDF Files Files localisation 60
  61. 61. General setting  Edit > Preferences > Find Full Text 1. Select the 4 options; 2. OpenURL Path: It is where EndNote will be directed to search for matching references http://linksource.ebsco.com.vdicp.hea lth.fgov.be:8080/linking.aspx?ID=ioph ?sid=Entrez:PubMed&id=pmid 3. URL: This is the web address to the page where you enter subscription details to access the online library. Note : The settings for a proxy server are probably configured in your browser. 61
  62. 62. Import PDF Files 1. Select references 2. Open contextual menu and select Find Full Text 3. Select ok Note: It is not possible to search more than 250 references at the same time. 62
  63. 63. Files localisation 63 1. Check Find Full Text panel Found PDF are located in teh EndNote folder 2. Open the EndNote Folder 3. Explore PDF Sub folder
  64. 64. Introduction Get references Manage references Get full text • With Microsoft Word Use references 64
  65. 65. USE REFERENCES WITH MICROSOFT WORD Insert citations Format Bibliography 65
  66. 66. INSERT CITATION Find Citation(s) Insert Selected Citation(s) Copy/Paste 66
  67. 67. Find Citation(s) 67 1. Select EndNote Ruler 2. Select Insert Citation 3. Select Find Citation 4. Make a search 5. Select citation 6. Select Insert
  68. 68. Selected Citation(s) - alternate 68 1. Select references within EndNote 2. In Word, select « Insert Citation » 3. > « Insert Selected Citation(s) »
  69. 69. Select citation(s) – alternate 2 69 1. Select references within EndNote and Copy 2. In Word, place your cursor at the right place and Paste
  70. 70. Format Bibliography 1. Select style 2. Select Update Citations and Bibliography 3. The formatted Bibliography is created at the end of the text (following style) 70
  71. 71. Format Bibliography - alternate 1. Open Bibliography setting 2. Select Format documents 3. Select the bibliographic output style 4. Select OK 71
  72. 72. Introduction Get references Manage references Get full text Use references 72
  73. 73. 73 THANK YOU!

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