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EndNote Essentials




Prepared by: Abdelmonim Awad Osman
12/17/2012                        1
12/17/2012   2
With the Online Search command, you can
 search online bibliographic databases just as
 easily as you can search an EndNote library
 on your own computer. You can download the
 results of your searches into a temporary
 EndNote library or directly into your own
 EndNote library.



12/17/2012                                   3
This chapter covers the following topics.
     Selecting a display mode
     Searching a database
     Reviewing references
     Deleting references
     Finding full text for a reference




12/17/2012                                   4
Selecting a Display Mode
You can choose from three different display
 modes in the Library window by selecting one
 of them from the toolbar.




12/17/2012                                  5
Integrated Library & Online Search Mode
In this mode, all groups and commands are
 available. When you download references
 from an online database, EndNote saves them
 to a group under the Online Search group set.




12/17/2012                                   6
Integrated Library & Online Search Mode




12/17/2012                                7
Integrated Library & Online Search Mode




12/17/2012                                8
Local Library Mode
In this mode, the Online Search groups are not
 available. All local library commands are
 available. If you initiate an online search from
 the Tools menu, the display switches to Online
 Search Mode.




12/17/2012                                      9
Local Library Mode




12/17/2012           10
Online Search Mode
In this mode, only the Online Search groups
 are available.
When you download references from an online
 database, the references are stored in a
 temporary library until you save them to a
 permanent EndNote library.
This allows you to download references from
 online databases and review them without
 affecting your local library.
12/17/2012                                11
Online Search Mode
Many library commands are not available in
 Online Search Mode. After closing Online
 Search Mode, the display changes to Local
 Library Mode.




12/17/2012                               12
Online Search Mode




12/17/2012           13
Searching a Database
The next step is to enter the search terms to
 find the references you need.
Searching an online database is very similar to
 searching an EndNote library.
     1. In the Groups panel, select PubMed (NLM)
     2. Set the Field list for the first line to MeSH
        Terms, and enter “fossil” in the search field. The
        Comparison list for online searches is always set
        to Contains.
     3. Click Search.
12/17/2012                                              14
Searching a Database




12/17/2012             15
Searching a Database




12/17/2012             16
Searching a Database




12/17/2012             17
Searching a Database




12/17/2012             18
Searching a Database




12/17/2012             19
Searching a Database
        EndNote sends the search request off to the online
        database and displays a summary of the search
        results.




12/17/2012                                              20
Searching a Database
       The dialog box displays the number of references
       that EndNote found to match your search request
       and gives you the option to retrieve them.
       If the result set seems too many, you can refine the
       search by clicking the Cancel button.
     4. Click Cancel to return to the Search panel.
     5. Set the operator at the beginning of the second
         search line to And.
     6. In the second search line, select All Fields from
         the Field list and type “trilobite” as the search
         text.
12/17/2012                                               21
Searching a Database




12/17/2012             22
Searching a Database
     7. Click Search.
        This time the system finds fewer references.




12/17/2012                                             23
Searching a Database
     8. Click OK to retrieve and save the matching
        references.
        EndNote downloads the references to the All
        References group and to a temporary PubMed
        (NLM) group.
     Notes:
             The PubMed Web site is updated regularly, so you may
              find a different number of references than illustrated
              here.
             The temporary PubMed (NLM) group will reset back to
              zero references when you close the library.

12/17/2012                                                        24
Searching a Database




12/17/2012             25
Reviewing References
View the retrieved references to make sure you
 want to keep all of them. You may find that
 some of the references are not helpful for your
 research.
While you could open each reference
 individually to scan through the bibliographic
 data, you can also use the Preview panel or the
 Reference panel.


12/17/2012                                    26
Reviewing References
To review the new references:
     1. Select a reference from the Reference list.
     2. Click the Preview tab to display the reference.
     3. Select the Show All Fields output style from the
         Output Style list.
       The Show All Fields style is not bibliographic, but
       represents all of the fields in your references. On
       the Preview tab, scroll through the data in the
       selected reference.


12/17/2012                                              27
Reviewing References
To review the new references:
        Note: If Show All Fields is not in the Output Style
        list, then choose “Select another Style” to go to the
        Choose a Style dialog. Select Show All Fields
        from the list.




12/17/2012                                                 28
Reviewing References




12/17/2012             29
Reviewing References




12/17/2012             30
Reviewing References




12/17/2012             31
Deleting References
Because you are working in the Integrated
 Mode display, EndNote downloads the
 references directly into the open library. You
 should delete any references you do not want.
Note: If you had downloaded references in
 Online Search Mode, the references would be
 in a temporary library. You would then need to
 highlight the references you wanted to keep
 and copy them into a permanent EndNote
 library.
12/17/2012                                   32
Deleting References
To delete references:
     1. In the PubMed (NLM) group, select two of the
        displayed references by holding down the Ctrl
        key and clicking on the individual references.
     2. From the References menu, select Move
        References to Trash. EndNote removes the
        selected references from the library and moves
        them to the Trash group.



12/17/2012                                          33
Deleting References




12/17/2012            34
Deleting References




12/17/2012            35
Deleting References




12/17/2012            36
Deleting References
To delete references:
             While the references are no longer in your library
             (they will not appear in any other group or
             reference list, they are not included in your
             reference count, and they cannot be cited), they
             are not completely deleted until you go to the
             References menu and select Empty Trash. Until
             you select Empty Trash, you can still drag
             references from the Trash group back to your
             active library.

12/17/2012                                                   37
Deleting References
To delete references:
     3. To delete the references from EndNote, click the
        Trash group, and then go to the References menu
        to select Empty Trash.
     4. Click Yes to confirm the deletion.




12/17/2012                                            38
Deleting References




12/17/2012            39
Deleting References




12/17/2012            40
Deleting References




12/17/2012            41
Finding Full Text for a Reference
Many online sources now supply both
 bibliographic information and the full text of
 the document you are referencing.
EndNote locates full text files on the Web by
 using data stored in your references. Once
 found, EndNote downloads and attaches the
 files to the references.
Note that you can find the full text for a single
 reference or up to 250 references.
12/17/2012                                      42
Finding Full Text for a Reference
To find the full text for a reference:
     1. Sort your references by author name in
         Descending order.
     2. Select the first 10 references in the Reference list.
     3. From the References menu, select Find Full Text
         > Find Full Text.
       EndNote displays a copyright notice advising you
       to adhere to downloading and usage guidelines as
       required by your information provider.


12/17/2012                                                 43
Finding Full Text for a Reference
To find the full text for a reference:
       We will use the default EndNote settings to search
       public sources that do not require authentication
       for access.
     4. Click OK to begin the Find Full Text search.




12/17/2012                                             44
Finding Full Text for a Reference




12/17/2012                          45
Finding Full Text for a Reference




12/17/2012                          46
Finding Full Text for a Reference
        In the left-hand column, under the Find Full Text
        group set, you will see a Searching group
        indicating that a search is in progress.
        This search can work in the background, so if you
        had many references selected, you could continue
        working in your library.
        When the Find Full Text search is completed,
        EndNote removes the Searching group.



12/17/2012                                             47
Finding Full Text for a Reference
      Depending on the results, you may see a
      combination of three different groups under the
      Find Full Text group set.
      Found PDF
      Found URL
      Not found
      In this case, EndNote was able to locate a PDF file
      for four of the references and one URL.



12/17/2012                                             48
Finding Full Text for a Reference




12/17/2012                          49
Finding Full Text for a Reference




12/17/2012                          50
Finding Full Text for a Reference
     In the reference list, you can see that each of the
      four references now has a paper clip icon next to it
      indicating an attached file.



     Select one of the references in the Library
      window, and then click the PDF tab to open the
      PDF file in the PDF Viewer panel.



12/17/2012                                              51
Finding Full Text for a Reference




12/17/2012                          52
Finding Full Text for a Reference




12/17/2012                          53
Finding Full Text for a Reference




12/17/2012                          54
12/17/2012   55
Resources
 EndNote Help


QUT Library EndNote
     http://www.library.qut.edu.au/services/endnote/index
       .jsp
EndNote Manual
     In Windows: Start > Programs > EndNote > Getting Started
        Guide

12/17/2012                                                 56
Resources
EndNote site support
     http://endnote.com/support/search-knowledgebase


EndNote Tutorial Library
     http://endnote.com/if/endnote-video-training


EndNote Online User Manual
     http://endnote.com/if/online-user-manual


12/17/2012                                             57
Resources
EndNote X6 - Thomson Reuters EndNote
 X6 Help User Guide
     C:Program FilesEndNote X6EndNoteX6WinHelp.pdf


UWS University of the West of SCOTLAND
     http://www.uws.ac.uk/workarea/downloadasset.aspx?id=2147
        511905




12/17/2012                                                 58

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EndNote Essentials Guide

  • 1. EndNote Essentials Prepared by: Abdelmonim Awad Osman 12/17/2012 1
  • 3. With the Online Search command, you can search online bibliographic databases just as easily as you can search an EndNote library on your own computer. You can download the results of your searches into a temporary EndNote library or directly into your own EndNote library. 12/17/2012 3
  • 4. This chapter covers the following topics. Selecting a display mode Searching a database Reviewing references Deleting references Finding full text for a reference 12/17/2012 4
  • 5. Selecting a Display Mode You can choose from three different display modes in the Library window by selecting one of them from the toolbar. 12/17/2012 5
  • 6. Integrated Library & Online Search Mode In this mode, all groups and commands are available. When you download references from an online database, EndNote saves them to a group under the Online Search group set. 12/17/2012 6
  • 7. Integrated Library & Online Search Mode 12/17/2012 7
  • 8. Integrated Library & Online Search Mode 12/17/2012 8
  • 9. Local Library Mode In this mode, the Online Search groups are not available. All local library commands are available. If you initiate an online search from the Tools menu, the display switches to Online Search Mode. 12/17/2012 9
  • 11. Online Search Mode In this mode, only the Online Search groups are available. When you download references from an online database, the references are stored in a temporary library until you save them to a permanent EndNote library. This allows you to download references from online databases and review them without affecting your local library. 12/17/2012 11
  • 12. Online Search Mode Many library commands are not available in Online Search Mode. After closing Online Search Mode, the display changes to Local Library Mode. 12/17/2012 12
  • 14. Searching a Database The next step is to enter the search terms to find the references you need. Searching an online database is very similar to searching an EndNote library. 1. In the Groups panel, select PubMed (NLM) 2. Set the Field list for the first line to MeSH Terms, and enter “fossil” in the search field. The Comparison list for online searches is always set to Contains. 3. Click Search. 12/17/2012 14
  • 20. Searching a Database EndNote sends the search request off to the online database and displays a summary of the search results. 12/17/2012 20
  • 21. Searching a Database The dialog box displays the number of references that EndNote found to match your search request and gives you the option to retrieve them. If the result set seems too many, you can refine the search by clicking the Cancel button. 4. Click Cancel to return to the Search panel. 5. Set the operator at the beginning of the second search line to And. 6. In the second search line, select All Fields from the Field list and type “trilobite” as the search text. 12/17/2012 21
  • 23. Searching a Database 7. Click Search. This time the system finds fewer references. 12/17/2012 23
  • 24. Searching a Database 8. Click OK to retrieve and save the matching references. EndNote downloads the references to the All References group and to a temporary PubMed (NLM) group. Notes: The PubMed Web site is updated regularly, so you may find a different number of references than illustrated here. The temporary PubMed (NLM) group will reset back to zero references when you close the library. 12/17/2012 24
  • 26. Reviewing References View the retrieved references to make sure you want to keep all of them. You may find that some of the references are not helpful for your research. While you could open each reference individually to scan through the bibliographic data, you can also use the Preview panel or the Reference panel. 12/17/2012 26
  • 27. Reviewing References To review the new references: 1. Select a reference from the Reference list. 2. Click the Preview tab to display the reference. 3. Select the Show All Fields output style from the Output Style list. The Show All Fields style is not bibliographic, but represents all of the fields in your references. On the Preview tab, scroll through the data in the selected reference. 12/17/2012 27
  • 28. Reviewing References To review the new references: Note: If Show All Fields is not in the Output Style list, then choose “Select another Style” to go to the Choose a Style dialog. Select Show All Fields from the list. 12/17/2012 28
  • 32. Deleting References Because you are working in the Integrated Mode display, EndNote downloads the references directly into the open library. You should delete any references you do not want. Note: If you had downloaded references in Online Search Mode, the references would be in a temporary library. You would then need to highlight the references you wanted to keep and copy them into a permanent EndNote library. 12/17/2012 32
  • 33. Deleting References To delete references: 1. In the PubMed (NLM) group, select two of the displayed references by holding down the Ctrl key and clicking on the individual references. 2. From the References menu, select Move References to Trash. EndNote removes the selected references from the library and moves them to the Trash group. 12/17/2012 33
  • 37. Deleting References To delete references: While the references are no longer in your library (they will not appear in any other group or reference list, they are not included in your reference count, and they cannot be cited), they are not completely deleted until you go to the References menu and select Empty Trash. Until you select Empty Trash, you can still drag references from the Trash group back to your active library. 12/17/2012 37
  • 38. Deleting References To delete references: 3. To delete the references from EndNote, click the Trash group, and then go to the References menu to select Empty Trash. 4. Click Yes to confirm the deletion. 12/17/2012 38
  • 42. Finding Full Text for a Reference Many online sources now supply both bibliographic information and the full text of the document you are referencing. EndNote locates full text files on the Web by using data stored in your references. Once found, EndNote downloads and attaches the files to the references. Note that you can find the full text for a single reference or up to 250 references. 12/17/2012 42
  • 43. Finding Full Text for a Reference To find the full text for a reference: 1. Sort your references by author name in Descending order. 2. Select the first 10 references in the Reference list. 3. From the References menu, select Find Full Text > Find Full Text. EndNote displays a copyright notice advising you to adhere to downloading and usage guidelines as required by your information provider. 12/17/2012 43
  • 44. Finding Full Text for a Reference To find the full text for a reference: We will use the default EndNote settings to search public sources that do not require authentication for access. 4. Click OK to begin the Find Full Text search. 12/17/2012 44
  • 45. Finding Full Text for a Reference 12/17/2012 45
  • 46. Finding Full Text for a Reference 12/17/2012 46
  • 47. Finding Full Text for a Reference In the left-hand column, under the Find Full Text group set, you will see a Searching group indicating that a search is in progress. This search can work in the background, so if you had many references selected, you could continue working in your library. When the Find Full Text search is completed, EndNote removes the Searching group. 12/17/2012 47
  • 48. Finding Full Text for a Reference Depending on the results, you may see a combination of three different groups under the Find Full Text group set.  Found PDF  Found URL  Not found In this case, EndNote was able to locate a PDF file for four of the references and one URL. 12/17/2012 48
  • 49. Finding Full Text for a Reference 12/17/2012 49
  • 50. Finding Full Text for a Reference 12/17/2012 50
  • 51. Finding Full Text for a Reference In the reference list, you can see that each of the four references now has a paper clip icon next to it indicating an attached file. Select one of the references in the Library window, and then click the PDF tab to open the PDF file in the PDF Viewer panel. 12/17/2012 51
  • 52. Finding Full Text for a Reference 12/17/2012 52
  • 53. Finding Full Text for a Reference 12/17/2012 53
  • 54. Finding Full Text for a Reference 12/17/2012 54
  • 56. Resources  EndNote Help QUT Library EndNote http://www.library.qut.edu.au/services/endnote/index .jsp EndNote Manual In Windows: Start > Programs > EndNote > Getting Started Guide 12/17/2012 56
  • 57. Resources EndNote site support http://endnote.com/support/search-knowledgebase EndNote Tutorial Library http://endnote.com/if/endnote-video-training EndNote Online User Manual http://endnote.com/if/online-user-manual 12/17/2012 57
  • 58. Resources EndNote X6 - Thomson Reuters EndNote X6 Help User Guide C:Program FilesEndNote X6EndNoteX6WinHelp.pdf UWS University of the West of SCOTLAND http://www.uws.ac.uk/workarea/downloadasset.aspx?id=2147 511905 12/17/2012 58