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EndNote X 7

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EndNote X 7

Advance your Research and Publish Instantly

Shou Ray Information Service Co., Ltd.

www.sris.com.tw

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Citation

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Bibliography

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Outline

• Install EndNote X7

• Importing Bibliography

• Create Groups

• Cite While You Write

• Back up and Share

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Make sure no applications are running, including virus protection software, Microsoft Word, or OpenOffice.org applications.

1.Install the EndNote X7

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1.Download a compressed file from library webpage and save it on your desktop.

2.You need to right-click to decompress the file.

Double-click the left one to run the program and do not delete the license, or you only can use the EN for 30 days trial.

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※Make sure no applications are running, including virus protection software, Microsoft Word, or OpenOffice.org applications.

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8 8 School Name

School Serial Number

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Suggest choose Custom

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Typical installs only the most popular 493 output

styles, filters, and connection files. Limiting the number of files installed speeds up performance.

Typical

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Custom contains more than 5,000 output styles to choose.

Custom

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Please remember the route of Endnote X7 software

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It’s mean not install completely

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Install completely !!!

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Create My Personal

EndNote Library

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After finishing the EN installation, you can find the program from your start menu. Open the EN program.

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Your Personal EndNote Library

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If you want to move the EN Library from desktop to Flash drive or other spaces, please

remember to copy these two files together.

To save PDFs, Excel, word or figures…

To save and edit the references

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IMPORT BIBLIOGRAPHIES

Start to build up your EndNote Library

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1-1. Web of Science

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Wait a moment,

references will import to EndNote automatically.

If the process does not start automatically, Click send again.

Choose record content

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In EndNote, the records you selected will appear in the

temporary imported references group.

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1-2. Pubmed

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Find Full Text

• If you don’t have the full text article of a

reference in your library, EN can try to find it for you.

• Select the references in your EndNote Library and run the Find Full Text command.

• If the full text article is freely available on the

internet or if you have access to it through a

subscription, EN will try to download it for you

and attach it to the references.

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Find Full Text

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Select all and right-click

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Select Find Full Text

paperclip

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You can read any pdfs attached to your library using EN’s built-in pdf viewer and make notes using the annotation tools.

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Start to build up your EndNote Library

IMPORTING PDF FILE

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 From the File menu, select Import > File.

 Click the Choose button to locate and open the PDF file you want to import.

 Select the PDF from the Import Option list.

2-1. Importing PDF File

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If you have one PDF or a PDF folder sitting on your hard drive, EndNote can import the pdfs into your library and create the records at the same time.

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1. From the File menu, select Import > Folder to open the Import Folder dialog.

2. Click the Choose button to open the

Browse for Folder dialog. Select the needed PDF folder.

If the selected folder contains sub-folders, click the "Include files in all sub-

folders“ button.

Check “create a Group Set for this import”

can create groups .

3.Select PDF from the Import Option list.

2-2. Importing PDF Folder

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1. Select New Reference from the References menu to create a new reference.

3.Entering New Reference

Or select New Reference button to add a new reference.

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2. Select the Reference Type from the drop-down list of available reference types.

The reference type will determine which fields are available for data entry.

3.Enter the information for each field.

Note:

Author names can be entered either First Name Last Name (Mary Lin) or Last Name, First Name (Tom, Wu), because EN identifies everything before the comma as the author’s last name.

You need to press the enter key to go to the next line to enter the second author.

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Attach File Attach Figure

up to 45 total attachments per record

Only one Figure

click on the close button at the upper

corner of the record.

Click on the “Yes”

button to save the record.

Note: You do not need to fill in all fields.

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CREATE GROUPS

Manage references and full texts efficiently.

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Create Group

1.To create a custom group, select create group from the groups menu.

2.Type in the name of the new group and press the enter key.

3.Select the references you want to add to the new group, then click and drag them to the group.

4.The new group now contains all the references I dragged to it.

Note: You can have up to 500 groups in one EN library.

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Smart Group

Smart Groups are based on a search strategy and will automatically update, so you don’t have to drag the references to a smart group.

1.Select create smart group from the groups menu.

2.Type in the name of the new smart group.

3.Build your search strategy for the group. Title contains “cancer”.

4.Click on the create button to create the smart group.

5.All the references with the term “cancer” are now shown in the new smart group.

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From Groups

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Creating a group based on existing groups.

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1.Select “create from group” from the groups menu.

2.Type in the name of the new group.

3.The “01_I_read” group I’m creating here will show me only the references appearing in the “Important:3stars+” , “01-keyword: cancer” , and “read” groups.

4.Click on the save button to create the from group.

5.It now shows 4 records in “01_I_read” group.

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CITE WHILE YOU WRITE

EndNote X6 is compatible with Microsoft Word 2003, 2007, 2010 and OpenOffice Writer.

Get your references from EndNote into your word document

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1.Place your cursor where you want to insert a citation.

2.Click on the go to EndNote button

This command takes you to the EndNote program and displays the active library.

Add references to your paper

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3.Select a reference or set of references to insert.

If you wish to insert multiple references, hold down the control key while selecting the references.

4.With the references selected, select the “Insert Citation” button on the EndNote toolbar.

It shows a red arrow pointing downward.

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Add references to your paper

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5.You are returned to word and the references are inserted at the cursor location.

6.Once again, the bibliography and citation are instantly formatted.

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1.Open the format bibliography command by selecting the small arrow at the button right of the bibliography group.

2.The first tab, Format bibliography, allows you to select the bibliographic style to be used in your document from a drop-down list.

3.If you want to add a new style, select the browse button to bring up a list of the styles installed on your computer.

4. Select the style you want to use .

Format Bibliography

5.If you would like the citations in the document to be hyperlinked to the matching references in the bibliography, you can turn hyperlinking on in this screen.

6.You can also set if the hyperlinks will be underlinked and show as hyperlinks on the screen.

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Format bibliography

1.On the layout tab you can select the font and font size that will be used for your entire bibliography.

2.You can add a title, such as reference.

3.If you want to format that title differently, selecting the title’s text, then selecting the text format button, will let you change the font for just the title.

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Formatted citations contain hidden field codes, indicated here by the gray shading, and if you try to delete text from a formatted citation or type directly into it, those changes will disappear the next time the bibliography updates.

The correct way to edit citations is to run the Edit and manage citations command.

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Edit & Manage Citations

Remove Citation:

1.For the grouped

citation, I will remove one of the citations from the group.

2.Select the Edit and manage citations command.

3.Select the citation to be removed and choose “remove citation” from the drop-down list.

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Edit & Manage Citations

Edit library reference would switch to the EndNote program and open the record for viewing or editing.

Update from my library

The citation in the paper will be updated to match the library.

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Edit & Manage Citations

Add Information:

I want to add information to the reference, indicate that the item is in table 2 on page 10.

In the pages field I will add the page number.

Note that the pages field will only work with bibliography styles that require page numbers.

And type “see” in the Prefix field.

In the suffix field I will add “, Table 2.”

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每份仍保有參數的文件,使用者可從的功能下方,點選 , 形成另一個新的Library進行該份文件的Library備份運用。

Create a Library by Importing the References in Word

In Microsoft Word, users can create a new library by clicking Export Traveling Library in Export to EndNote menu. In this way, users can backup a Library specific of the Word document with EndNote Code.

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• Word 2007: On the EndNote tab, in the Bibliography group, select Convert Citations and Bibliographyand then Convert to Plain Text. A copy of the

document, without field codes, appears in a new document window.

Remove Field Codes

You need to remove Cite While You Write field codes before you hand over your document to a publisher or colleague.

The copy does not contain Cite While You Write field codes, so you cannot reformat with Cite While You Write.

Keep the original document for editing by Cite While You Write.

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Insert citation on the Microsoft PowerPoint

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Insert citation on the Microsoft PowerPoint

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1. Click “Style” menu to select a style that you need.

2. Click Insert Citation or Insert Selected Citation(s).

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Insert references on the Microsoft PowerPoint

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1. Click “Style” menu to select a style that you need.

2. Click Insert Reference or Insert Selected Reference(s).

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BACK UP AND SHARE

Bring your EndNote Library anytime, anywhere ,and easy to share with others.

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EndNote Backup and Share

1. Open the EndNote library. From the File menu, select Compressed Library (.enlx) to display a Compressed Library dialog.

2. At the top left side of the dialog, select

"Create."

3. At the top right of the dialog, select

“With or Without File Attachments.”

4. In the bottom of the dialog, select the scope of compressed file.

5. Click Next to display a file dialog. Use the file dialog to save the EndNote

Compressed Library and give it a filename.

6. To open the compressed file by double- clicking the file.

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Shou Ray Information Service Co., Ltd.

Tel:

02-77315800

E-mail:

[email protected]

EndNote Training Website:

http://endnote.com/if/endnote-video-training

Thank you for your participation!

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