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EndNote Basic Workshop for Medical and Healthcare PowerPoint Presentation

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Slide 1-

1 Basic Workshop
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2 Objective To Learn to use EndNote software to manage references and easily insert / format citations, create bibliographies in your publication
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3 What is A software that: stores and organizes references found from many sources inserts these citations into a Word document, and automatically format your references according to a predefined citation style
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4 Flow Process in EndNote Search and save References (eg. PubMed, Web of Science) Microsoft Word “Cite While You Write” Import Export Other citation styles JAMA / Vancouver citation style
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5 5 Steps to Import Citations into your research paper Install EndNote on your PC/Laptop Create an EndNote Library Collect References and Import into EndNote Insert (Cite) the References in Microsoft Word Change Reference (Citation) Style
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6 Step 1: Install EndNote on PC/Laptop Login to NUSNET on NUS campus (login via WebVPN for off-campus) Click on http://software.nus.edu.sg/catalogue/sc-setup.exe to install the Software Catalogue Client 1.2 In your PC, go to Start -- > All Programs  Software Catalogue  Click on Software Catalogue Client 1.2 A window opens, entitled Software Catalogue. On the left, under Software Category, click on Specialised Applications Click on EndNote X3 to install
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7 Step 2 : Create an EndNote Library Open EndNote. Click on File  New... to create a new EndNote Library. Enter a filename. Click Save.
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8 Step 3 : Collect References/Citations Method 1: Search in databases and export citations (PubMed) Method 2: Search PubMed directly in EndNote Method 3 : Manually enter a Reference
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9 Step 3 : Collect References/Citations Method 1 Search in databases and export citations Perform search in PubMed Mark references to be saved From the Display drop-down menu, select MEDLINE. From the Send to drop-down menu, select File. Save the file as a .txt file
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10 Method 1 Con’d: Import into EndNote Open an EndNote library previously created. To import references, click on . A dialogue box “Import” appears: Import data file: Browse for the saved file from PubMed Import option : Click Other filters. Look for the database name PubMed (NLM). Click Choose. Click Import. The references will appear in your active EndNote Library.
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11 Step 3 : Collect References/Citations Method 2: Search PubMed directly in EndNote Valid only for Freely Available Databases This Method good for Known Citations In an EndNote Library, under Online Search on the left, click on PubMed (NLM). Enter keyword in search box Retrieved records from 1 through XX. Enter the desired number for XX. All records (relevant?) will be saved into EndNote
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12 Step 3 : Collect References/Citations Method 3: Manually Create a Reference in EndNote Useful for working papers / manuscripts which are not found in databases In an EndNote Library, at the top, click on ReferencesNew Reference Under Reference Type:, click on the drop-down menu and select accordingly (eg. Web Page) Enter information such as author, year, title Simply click on X (close the window) and the reference will be saved
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13 Other Features Remove Duplicates In an EndNote Library, click References on the menu bar Find Duplicates Organise References into Groups (or folders) Highlight a reference in EndNote Library Right – Click Add References To  Create Custom Group… Type a group name. Enter. Auto-Filtering with Smart Groups Compress a Library and Email to Colleague Direct Links to Web of Science via Library Proxy
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CWYW Toolbar in Microsoft Word Microsoft Word 2003 Microsoft Word 2007
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15 Step 4: Insert References in Word (Cite While You Write) In an EndNote library, highlight a reference. In Microsoft Word, place cursor at insertion point. Look for the EndNote toolbar: For Word 2003, click on 4th button Insert Selected Citation(s) For Word 2007, click on the button Insert Citation. Click Insert Selected Citation(s). The reference is inserted.
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Step 5: Change Reference Style 16 In Microsoft Word, look for the EndNote toolbar: For Word 2003 & below, click on the 3rd button Format Bibliography. For Word 2007, go to Style:  Select another style Under With output style, click Browse... Select the desired journal style. Eg. JAMA The references are now re-formatted.
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Customize Citations Edit Citation(s) Use this command to make any changes inside a citation, such as adding page numbers or removing author names from author-date citations. Edit Library Reference(s) This command allows you to quickly access the specific record for any selected citation. Other CWYW Features 17
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Additional CWYW Features Insert Note Use this command to insert explanatory notes to be numbered as though they were bibliography entries, and then placed in the bibliography. Other CWYW Features 18
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Additional CWYW Features Unformat Citation(s) This command will remove the formatted bibliography and citations and replace all citations with plain-text placeholders that EndNote can match to library records to create formatted citations. This command is commonly used when moving documents between word-processing programs. Other CWYW Features 19
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Additional CWYW Features Remove Field Codes This command will create a second copy of the document with all EndNote field coding removed (you can generally recognize field codes such as formatted EndNote citations by their turning grey when you select them in Word). It is used when sending documents to a publisher because the field coding used for EndNote citations can sometimes cause problems for publishers’ page layout programs. Other CWYW Features 20
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Additional CWYW Features Export Traveling Library EndNote creates a hidden “traveling” library containing only the references used in each paper. This traveling library is part of the coded information contained in each citation. Use this command to export the references (exclude Notes, Abstract, Figure & Caption) in this traveling library to a regular EndNote library. Other CWYW Features 21
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22 EndNote vs EndNote Web
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Email : askalib@nus.edu.sg or ts.support.asia@thomson.com LION – How to Use EndNote LION – How to Use EndNote Web EndNote X3 Getting Started Guide EndNote X3 Tutorial - View Online or Download EndNote FAQs EndNote Discussion Forum Help 23 NUS Medical / Science Library