EndNote B A S I C. Save you references, Save your time!

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1 EndNote B A S I C Save you references, Save your time! Shou Ray Information Service 2018

2 Citation & Bibliography Citation-Quotation Bibliography-Reference WHY? To avoid plagiarism To help researchers keep track of the sources cited for their written material To give readers a framework of how the writers' arguments were formed 2

3 EndNote Online CWYW PDF Import Share Library 3

4 Outline 1 Installation User Interface 2 Importing Reference Data 3 Cite While You Write 4 Back up & Share 5 Manage & Groups

5 Installation 1 User Interface WHERE TO DOWNLOAD HOW TO INSTALL EN ON WIN HOW TO INSTALL EN ON MAC CREATE A NEW EN LIBRARY WIN / MAC LIBRARY SCREEN 5

6 Where to download Download the compressed EndNote program file from library webpage and save it on your desktop. 6

7 How to install EN on Win ➌ get a folder DO NOT delete the License.dat file, or you can only use the trial version for 30 days. ➊ right-click ➋ select Extract files or Extract Here ➍ Double-click the.msi file to start the EndNote installation 7

8 How to install EN on Win Please SHUT OFF all word processors like Microsoft Office, OpenOffice Writer (Even Quick Starter function) before you installing EndNote.

9 How to install EN on Win Institution Name Institution Number

10 How to install EN on Win

11 How to install EN on Win installs ALL features and only the most popular <500 output styles installs EN as you like, even more than 6000 output styles to completely install

12 How to install EN on Win Remember the default path of EndNote X8 destination folder. (For customized styles, filters and connections)

13 How to install EN on Win Repair 13

14 How to install EN on Win The three X here show the Additional Functions you have not installed yet.

15 How to install EN on Win

16 How to install EN on Mac ➊ double-click the dmg extension file download from E-Resource System ➋ double-click the center button ➌ click the Install button Close all word processors like Microsoft Office before EndNote installation. 16

17 How to install EN on Mac ➍ click Next x 2 ➎ click the Done button to complete the installation. Typical Installation Type installs ALL features and only the most popular <500 output styles 17

18 How to install EN on Mac ➊ double-click the EN icon from finder>applications ➋ click on upper left red dot to close Welcome to EndNote 18

19 How to install EN on Mac ➋ mark the box(es) of the additional components you want install, and click Next ➊ select Customizer from the EndNote menu Custom Installation Type installs EN as you like, even more than 6000 output styles to completely install 19

20 Create a new EN Library ➊ select File New Always keep the two items together ➋ Choose a storage destination (Desktop is recommended).data folder Attachments (PDF & other file types).enl file Bibliography 20

21 Windows Library Screen Mode buttons (Local Library Mode, Online Search Mode, Integrated Library & Online Search Mode) Bibliographic style preview Search panel Groups panel Reference list Reference panel Layout button 21

22 Macintosh Library Screen Mode buttons (Local Library Mode, Online Search Mode, Integrated Library and Online Search Mode) Layout button Search panel Reference panel Groups panel Reference list Bibliographic style preview 22

23 Importing Reference Data ONLINE DATABASE FIND FULL TEXT PDF IMPORT NEW REFERENCE ONLINE SEARCH 2 23

24 Web of Science

25 Web of Science 3 4 Click to drop down the record content list Select the content you want (Full record recommended) then click [Send] 5 Chrome: click on the ciw file IE: automatically import 25

26 PubMed

27 Google Scholar 1 2 change the setting before searching 27

28 Google Scholar

29 Google Scholar Single reference

30 Google Scholar Multiple references Log in Google account first! Check my library

31 Google Scholar

32 Database Import process Web of Science enw, ciw, ris, nbib Filter Import Check References Save as a plain text file ex.txt Choose appropriate filter Direct Import Check References Find EndNote format export function Export, Download, Citation, Bibliography, Send to IE Import Directly Open (Old) file Chrome One Click 32

33 Find Full Text 2 1 highlight the references you want to find full text DO NOT BULK DOWNLOAD or the access rights will be BLOCKED! 3 33

34 PDF Import 文 with Right DOI* CrossRef PubMed Scanned / Chinese Author Year Title Journal Volume Issue Pages ISSN <file name.pdf> *Digital Object Identifier 34

35 PDF Import 1 1 shortcut

36 PDF Import

37 Create a new reference 1 1 shortcut Select appropriate reference type according to the content, and the fields will change with the reference type selected 2 37

38 Create a new reference 3 Enter the information for each field First Name Last Name (Max Lin) Last Name, First Name (Ke, Nicole) Group Author,, (U.S. Food and,,) EndNote identifies everything before the comma / the last word after blank as the author s last name. You need to press the enter key to go to the next line to enter the second author. 38

39 Online Search Online Search Mode 2 Choose A Connection 1 Enter keywords to find appropriate connections 39

40 Online Search 4 enter search criteria 5 confirm and edit the records number you want highlight the 7 references you want and right click to copy references to a Local Library 6 press OK then the references will be imported to Temporary Library 40

41 Cite While 3 You Write CITE REFERENCES CHANGE OUTPUT STYLE CHANGE CITATION FORMATTING EDIT / DELETE CITATION & BIBLIOGRAPHY REMOVE FIELD CODES 41

42 Cite References ➍ click the insert citation button to insert and go back to WORD ➊ place your cursor after the text that you want to insert citation ➋ go to EndNote Library ➌ mark the references you want insert in CTRL key: discontinuous select SHIFT key: continuous select 42

43 Cite References ➊ place your cursor after the text that you want to insert citation ➋ click on EndNote ribbon to select Insert Citation Insert Citation ➌ type keyword to find references then click to highlight it and insert it CTRL key: select discontinuous records SHIFT key: select continuously records 43

44 Cite References ➊ mark the references you want insert CTRL key: select discontinuous records SHIFT key: select continuous records ➋ place your cursor after the text that you want to insert citation ➌ go to EndNote to select the citations you want to insert 44

45 Change Output Style 1 [Select Another style] to more style options other than the popular style list 3 2 select an appropriate output style* for your text to change citations and bibliographies Annotated APA 6th *You can only use one output style in a Word document. 45

46 Change Citation Formatting 2 1 place your cursor on the citation you want to edit

47 Edit / Delete Citation & Bibliography 2 5 refresh the references if the format remain the same 1 place your cursor on the citation that you want to edit 4 3 back to EndNote program automatically. Edit the field you want to change and save the record delete highlighted citation and bibliography 47

48 Remove Field Codes 1 Remove field codes before sharing your document or send to publisher 2 New copy without EndNote field codes CANNOT be reformatted with Cite While You Write (CWYW). Keep the original document for editing by CWYW. Lost codes are never found again! 48

49 Backup 4 Share 49

50 Backup & Share 1 2 select export options for library with/without attachments references set 3 4 double-click the.enlx to decompress the library into two parts *.enlx 50

51 5 Manage & GROUPS SEARCH GROUPS 51

52 Search 2 search panel [multiple fields] 1 Quick Search [all fields] 52

53 Groups 1 Smart Group : combine references with the same fields by Boolean logic 1 From Groups : combine Groups by Boolean logic 2 Custom Group 53

54 Training Resources Resource EndNote Details EndNote Downloads Recorded EN X8 training [CH] Recorded EndNote Training CA EndNote LIVE TRAINING Shou Ray LIVE TRAINING [CH] Quick Reference Guide (Win,Mac) Shou Ray Customer Support Notice More info about compatibility, integration and new functions To download more styles, filters and connections EndNote X8 training videos sectioned by functions CA Recorded Training Courses mostly in English Check the schedule & Time zone and Register Check the schedule and register from 15 days before the class Start using EndNote by the instructions Contact a Support Expert: services@customer-support.com.tw 54

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