Basic Workshop
Slides Uploaded at:
http://www.lib.nus.edu.sg/lion/e/training/endnote_materials.html
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Outline
1. What is EndNote X2?
2. 5 Steps to Import Citations
into your research paper
3. Q & A
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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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Flow Process in EndNote
Search and save
References (eg. PubMed, Web of Science)
Import
Export
Microsoft Word
“Cite While You Write”
JAMA citation style
Other citation styles
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5 Steps to Import Citations into your
research paper
1. Install EndNote on your PC/Laptop
2. Create an EndNote Library
3. Collect References and Import into
EndNote X2
4. Cite the References in Microsoft Word
5. Change Reference Style
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Step 1: Install EndNote X2 on PC/Laptop
a) Login to NUSNET on NUS campus
b) Click on http://software.nus.edu.sg/catalogue/scsetup.exe to install the Software Catalogue Client 1.2
c) In your PC, go to Start -- > All Programs  Software
Catalogue  Click on Software Catalogue Client 1.2
d) A window opens, entitled Software Catalogue.
e) On the left, under Software Category, click on
Specialised Applications
f) Click on EndNote X2 to install
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Step 2 : Create an EndNote Library
a) Open EndNote X2.
b) Click on File  New... to create a
new EndNote Library.
c) Enter a filename.
d) Click Save.
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Step 3 : Collect References/Citations
a) Method 1: Search in databases
and export citations (PubMed)
b)Method 2: Search PubMed directly
in EndNote
c) Method 3 : Manually enter a
Reference
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Step 3 : Collect References/Citations
Method 1
Search in databases and export citations
a)Perform search in PubMed
b)Mark references to be saved
c)From the Display drop-down menu,
select MEDLINE.
d)From the Send to drop-down menu,
select File.
e)Save the file as a .txt file
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Method 1 Con’d:
Import into EndNote X2
a) Open EndNote X2.
b) Open the EndNote Library created in Step 2.
c) To import references, click on
“Import” appears.
. A dialogue box
i.
Import data file: Browse for the saved file from
PubMed
ii.
Import option : Click Other filters. Look for the
database name PubMed (NLM). Click Choose.
d) Click Import. The references will appear in your active
EndNote Library.
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Step 3 : Collect References/Citations
Method 2:
Search PubMed directly in EndNote
• Valid only for Selected Databases
• This Method good for Known Citations
a) In an EndNote Library, under Online Search on the
left, click on PubMed (NLM).
b)Enter keyword in search box
c)Retrieved records from 1 through XX. Enter the
desired number for XX.
d)All records (relevant?) will be saved into EndNote
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Step 3 : Collect References/Citations
Method 3:
Manually Create a Reference in EndNote
• Useful for working papers / manuscripts
which are not found in databases
a) In an EndNote Library, at the top, click on
ReferencesNew Reference
b) Under Reference Type:, click on the drop-down
menu and select accordingly (eg. thesis)
c) Enter information such as author, year, title
d)Simply click on X (close the window) and the
reference will be saved
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http://www.endnote.com/training/WMVs/ENX2/06-Manual_Data_Entry.wmv
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Other Features
a) Remove Duplicates
i.
In an EndNote Library, click References on the menu
bar Find Duplicates
b) Organise References into Groups (or folders)
i.
Highlight a reference in EndNote Library
ii. Right – Click Add References To  Create Custom
Group…
iii. Type a group name. Enter.
c) Compress a Library and Email to Colleague
d) Direct Links to Web of Science via Library Proxy
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Step 4: Cite References in Word
(Cite While You Write)
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Step 4: Cite References in Word
(Cite While You Write)
a) In an EndNote X2 library, highlight a
reference.
b) In Microsoft Word, place cursor at insertion
point.
c) Look for the EndNote toolbar
i.
For Word 2003, click on 4th button Insert Selected
Citation(s)
ii.
For Word 2007, click on the button Insert Citation. Click
Insert Selected Citation(s).
d) The reference is inserted.
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Step 5: Change Reference Style
a) In Microsoft Word, look for the EndNote
toolbar
i.
For Word 2003 & below, click on the 3rd button
Format Bibliography.
ii. For Word 2007, go to Style:  Select another style
b) Under With output style, click Browse...
c) Select the desired journal style. Eg.
JAMA
d) The references are now re-formatted.
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Other
CWYW
Features
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.
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Other
CWYW
Features
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.
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Other
CWYW
Features
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.
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Other
CWYW
Features
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.
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Other
CWYW
Features
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.
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EndNote X2 vs EndNote Web
Features
EndNote X2
EndNote Web
Advantages
Work on references and
cite independent of Web –
less processing time
Web-based : longer
processing & connection
time
Full install on computer.
No expiry.
Account expires if you
leave NUS
Stores unlimited no. of
references
Max. 10,000 references
only
Store full-text (eg. PDF,
sound files)
Unable to store full-text
Disadvantages References stored on local
computer. Needs to save and
move references to another
computer.
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Can work on references
anywhere with Internet
(renew account every 12
months via NUSNET)
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Help
 Email : [email protected] or
[email protected]
 LION – How to Use EndNote
 LION – How to Use EndNote Web
 EndNote X2 Getting Started Guide
 EndNote X2 User’s Guide
 EndNote X2 Tutorial
- View Online or Download
 EndNote FAQs
 EndNote Discussion Forum
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More Info!
For assistance with installation via NUS
Software Catalogue, contact
[email protected]

Best Wishes in Your Referencing
NUS Libraries
Medical / Science Resource Team
Info Desk: 65162454
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