Endnote
Part I
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WHERE TO FIND ENDNOTE
Go to http://www.library.up.ac.za/referencing/index.htm
Under “Referencing software” choose
Endnote for a Tutorial
& Download links
2
Read
Download
instructions
Readthethe
Download
and
instructions and
Click on PC to start the Download
Click on PC to start the
Download. (Use the MAC
link for Mac computers)
1. Save the .zip file somewhere on
your computer
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1.
Double click on .
zip folder
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1. Save the extract files to a
destination folder.
2. Save both the .msi file and the
license.dat file in the destination
folder. (Your license number is
included in the licence.dat folder)
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1.
Close all MS Office
applications (Excel, Word,
Outlook & PowerPoint).
2.
Click on .msi file.
3.
Click on Install
(Installation won’t be
successful if license.dat is
not in the same folder as the
.msi file)
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1. Click on Run
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1. Follow installation
instructions
Once the installation is "Finished", you may delete the files you saved earlier
to your Desktop (EndnoteX701UPSL10324.zip, EndnoteX7Inst.msi and
License.dat files).
You are now ready to start using the Endnote X7 Software. You will find a
shortcut to EndNote X7 under Start, All Programs, EndNote. Alternatively,
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use the Endnote icon on the desktop:
Create a New Library to
add your references
1. Click on File.
2. Click on New
3. Name your new Library and select
the correct folder
4. Click on Save
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COMPILING YOUR DATABASE
• CAB Abstracts, Medline, Zoological Record (Web of Science)
• Science Direct
• Wildlife & Ecology Studies Worldwide (Ebscohost)
• Biological Abstracts (Proquest)
• WorldCat Discovery (new catalogue of UP)
• Pubmed (search from within Refworks)
• ISAP (Sabinet )
• Google Scholar
• Manually (adding references by hand)
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CAB ABSTRACTS
ENDNOTE
12
Do a search on CAB Abstracts and
select the references to export
Click on the
dropdown arrow
and select Save
to Endnote
Desktop
13
Decide which
elements must
form part of your
database and
click on Send
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Your first time use
of Endnote might
lead to this screen
Use the drop down
arrow and select
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Other
From the
displayed menu
select Endnote
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Endnote is
displayed in the
window and you
may continue by
clicking on OK 17
The exported
references
displayed in
Endnote
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To copy references to
groups or libraries:
1. Select references to
be moved/copied
2. Click on References
3. Select Copy
references to
4. Choose the Library
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References have
been moved to the
correct Library
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SCIENCE DIRECT
EndNote
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Do a search on Science
Direct and select the
references to be exported
Click on “Export ”
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• Click on “RIS ”
• Click on Export
23
Select EndNote if
available
otherwise select
other and search
for EndNote
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To copy references to
groups or libraries:
1. Select references to
be moved/copied
2. Click on References
3. Select Copy
references to
4. Choose the Library
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WILDLIFE & ECOLOGY
STUDIES WORLDWIDE
EndNote
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Do a search and select some of the
records by clicking on “Add to folder” icon
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Once you started adding items the Folder
icon will change and a list of the added
items will appear in the right hand column
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To view the list of selected records
click on “Folder” or “Folder view”
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Select records to
be exported
To export the selected
results click on Export
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1. Select the “Direct Export
in RIS Format” button
2. Click on “Save”
31
To copy references to
groups or libraries:
1. Select references to
be moved/copied
2. Click on References
3. Select Copy
references to
4. Choose the Library
32
Biological Sciences
EndNote
Do a search on Biological Abstracts and
select the references to export
Click on
Save
ENDNOTE
From this
dropdown
menu select
RIS
Check the
displayed
information
and click on
Continue
36
Check that it is
going to
EndNote and
click on OK
37
To copy references to
groups or libraries:
1. Select references to
be moved/copied
2. Click on References
3. Select Copy
references to
4. Choose the Library
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WorldCat Discovery
new Library Catalogue
EndNote
Supply search terms in search
window and enter
To to
view the list of selected records
Login
Refworks and click on “My List”
click on
Search. Select
Online
Catalogue or
Database
Select some of the records by clicking on
the
icon
Select records to
be exported
Select “Cite Record”
Select “Cite with
Endnote”
To copy references to
groups or libraries:
1. Select references to
be moved/copied
2. Click on References
3. Select Copy
references to
4. Choose the Library
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Pubmed
EndNote
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1. Click on Tools
2. Select Online
Search
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1. Select
Pubmed
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1. Add authors /
keywords /
titles etc.
2. Click on
Search
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1. From the list of results
select the references to be
added to your Endnote
Library.
2. Click on References , Select
Copy References to, and
select the correct Endnote
Library
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Open up Google
Scholar
Click on Settings
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Depending on the
Reference managing
software you are using,
select
either select
either Endnote of
Refworks.
Click on Save
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ADD REFERENCES
MANUALLY
EndNote
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1. Click on
References
2. Select New
Reference
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1. Complete
this template.
2. Click on File
and Save the
Reference
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HOW TO EDIT A
REFERENCE IN A FOLDER
EndNote
57
Double Click on
the
reference
58
Edit / change/
add information
in the specific
fields
Remember to
SAVE the
reference after
editing
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How to get a list of your
references
60
Select the
references to be
part of the list
Click on File and
select Export
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The list of
references
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• PLEASE FEEL FREE TO
CONTACT THE LIBRARY IF
YOU HAVE ANY
SUGGESTIONS OR
QUESTIONS
[email protected]
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