LS057 Using EndNote

(Part 2: Advanced Features)

e-Handout & feedback form:

https://www.lib.polyu.edu.hk/workshops/
feedback-handout

Kendy Lau
ching.lau@polyu.edu.hk

Apr 2017

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Introduction

Learning Outcomes
After this workshop, you will able to:
Attach PDF files to references
Use Groups to organize references
Remove Duplicates
Find and edit Citation Styles
Share references with others

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 To start using EndNote...
Warm-up: Add References

Name your EndNote Library

You may cancel the pop-up survey

request during this workshop
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 Add References from Google Scholar
Warm-up: Add References

Note:
The citation downloaded from
Google Scholar might be different
from the one downloaded from
databases. It may include
incomplete information.
Make sure to double check the
citation.

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 Tips for Google Scholar Setting
Warm-up: Add References

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 Ex.1
handout:
Exercise 1
Warm-up: Add References
https://www.lib.polyu.edu.hk/
workshops/feedback-handout

Import 5 articles into your EndNote Library

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 File Attachment
File Attachment

You can attach up to 45 files to a single reference,

including PDF, MS Word, Excel, PowerPoint, JPEG, etc.
You may simply drag and drop the file to the reference,
OR: click on clip to attach a file.

OR: Click on clip

to attach a file
Drag and drop the file
onto the reference

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 File Attachment
File Attachment

PDF attached

Other types of attachments

can also be viewed under
Reference panel

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 File Attachment
File Attachment

By default, the attached PDF file will

be saved in an individual folder under
[your library name].Data > PDF folder.

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 Add References from PDF
Add References from PDF

Use this method when you have a

bunch of PDFs in hand and now wish
to import them into EndNote and
then cite them.
However, this method works ONLY
when the PDF file you wish to import
contains a machine-readable
Digital Object Identifier (DOI).

Choose the
PDF file
Select Multi-Filter
(Special) or PDF

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 Add References from PDF
Add References from PDF

Both the reference and

PDF are imported.

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 Ex.2

Exercise 2
File Attachment

1) Download the PDFs for the following articles:

a. Vaccine protection against Zika virus from Brazil (2016)
b. Perceptions and Attitudes of Decisionmaking Groups in
Tourism Centers (1983)

2) Try to import those PDFs to create references.

Which one can be imported with article
information? Why?

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 Create Groups
Create Groups

Groups could help you better organize your references

in EndNote
References added to/deleted from groups will NOT
affect the master record under All References
You may create up to 5,000 groups

Right-click on My Groups
and create a new group

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 Create Smart Groups
Create Groups

References that meet specific criteria will be

automatically added to the smart group

References published
between 2013 and 2016
are auto-grouped under
2013-2016.

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 Ex.3

Exercise 3
Create Groups

1) Create groups and add references into groups

2) Create a smart group
3) Try to explore what is Create from Groups

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 Remove Duplicates
Remove Duplicates

This is especially helpful when

you pull out references from
different databases.

Compare the records

Conflicting field(s) will be highlighted;

Keep one of the records, or Skip both records.
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 Remove Duplicates
Remove Duplicates

Criteria for comparison (by default):

Author, Year, Title & Reference Type

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 Ex.4

Exercise 4
Remove Duplicates

Duplicate some of your references and try

Find Duplicates function to remove
duplicates

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 Find More Citation Styles
Find & Edit Citation Styles

Or directly visit via

http://endnote.com/downloads/styles

Search for the required style

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 Find More Citation Styles
Find & Edit Citation Styles

Open the file

downloaded

Save the
citation style

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 Find More Citation Styles
Find & Edit Citation Styles

Search and choose

the imported style
in EndNote
You are still highly
recommended to double
check if the format of
downloaded style is correct

Locate the imported

style in MS Word
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 Ex.5

Exercise 5
Find & Edit Citation Styles

Download the style ACS Omega from

EndNote Output Styles website, and then save it
in your EndNote.
Locate this style in MS Word.

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 Optional

Edit Citation Style

Find & Edit Citation Styles

Select the style youd

like to edit, e.g. APA 6th

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 Optional

Edit Citation Style What you can do with this

Find & Edit Citation Styles

Change Journal
Abbreviation

Create a bibliography
for each section To alter the format
(e.g. in a thesis)
in in-text citation
Define the number
of authors shown in
in-text citation

Edit the template for any

Reference Type

To alter the format

Change title to Headline in reference list
style or Sentence style
in references
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 Optional

Edit Citation Style

Find & Edit Citation Styles

Showing list of
established fields, e.g.
Author, Year, URL, etc.

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 Optional

Edit Citation Style

Find & Edit Citation Styles

N. Kozak Ed. (for single editor)

N. Kozak & M. Kozak Eds. (for multiple editors)

Primary Care Respiratory Journal, 21(2), 354. doi:10.4104/pcrj.2012.00060

Special Formatting Characters used in editing citation template:

o Link Adjacent Text (non-breaking space )

e.g. Editioned. will not be shown if Edition field is empty
o Singular/Plural Term Separator (caret symbol ^)
e.g. Editor Ed.^Eds. will show Ed. for single editor and Eds. for multiple editors
o Forced separation (vertical bar |)
- used to separate punctuation from adjacent fields.
o Field names as literal text (back apostrophe symbol `)
- used if you want text in your records that has already been used as a field name Reference: EndNote Help > Special
Formatting Characters; and Government of
e.g. `doi:`DOI will show doi: 10.4104/xxxxxx Western Australia North Metropolitan Health
Service. Women and Newborn Health Library.
26 EndNote: 2. Editing output styles
 Optional

Edit Citation Style Example (IEEE style)

Find & Edit Citation Styles

Chapter in an edited book in ELCs IEEE Style ( IEEE Referencing Guide from ELC )

Book Section in EndNotes IEEE Style

[1] R. Carter, R. Hughes, S. Armitage, L. Armstrong, S. McQueen, and M. McCarthy,

"Children's literature," in An Encyclopedia of Translation, B. Tomlinson, Ed.
Cambridge: CUP, 1998, pp. 67-86.

Chapter information is missing

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 Optional

Edit Citation Style Example (IEEE style)

Find & Edit Citation Styles

Original bibliography templates in EndNote

Author|, "Title," |inBook Title|,vol.Volume|,Editor,Ed.^Eds. Editioned.

|(Series Title, `no.`Series Volume) |Place Published|:Publisher|,Year|,
p.^pp.Pages|.

After amendment
Author|, "Title," |inBook Title|,vol.Volume|,Editor,Ed.^Eds. Editioned.
|(Series Title, `no.`Series Volume) |Place Published|:Publisher|,Year|,
ch.Chapter|, p.^pp. Pages|.

Note that
After amendment, you need to click File> Save As
and then name the edited style.
You cannot overwrite the original style in EndNote.
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 Ex.6

Exercise 6
Find & Edit Citation Styles
Optional

Delete the field of DOI in the reference type of

Journal Articles based on the APA 6th style

Tips:
a) In EndNote, Edit > Output Styles > Edit APA 6th >
Bibliography > Templates
b) Edit the style
c) Save the edited APA 6th style as APA 6th copy

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 Share Your EndNote Library
Share EndNote Library

Share with anyone whos using EndNote X7.2 or above

(up to 100 people, including yourself)
Share your entire EndNote library, including references,
PDFs and annotations.
Every member can add to, annotate and use the library
at the same time.
You can learn changes of the shared library from the
Activity Feed

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 Share Your EndNote Library
Share EndNote Library

You can remove a

member at any time

In EndNote X8, you can
share your library with
Invite members by email
up to 100 people.

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 Accept to Join a Shared EndNote Library
Share EndNote Library

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 Open a Shared EndNote Library
Share EndNote Library

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Supplementary Information
EndNote Quick Start Guide
http://libguides.lb.polyu.edu.hk/ref-mgt-tools/endnote

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 Help is always available
Supplementary Information

https://www.lib.polyu.edu.hk/about-us/contact-us

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 Co-curricular Achievement Transcript
Supplementary Information

(CAT)
Students who have
attended THREE Library
Workshops within this
academic year, their To prove your complete attendance of this
participation will be workshop, please ask for a STAMP on your
recorded in the Co- corresponding TICKET after the class.
curricular Achievement Remember to write down the Workshop Code:
Transcript (CAT) issued LS057 for this class and Date: xx Apr 2017
by the Centre STARS. After having collected 3 stamps, you can
REGISTER at the tDesk (3/F) for a CAT record
from Library.

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 LS057 Using EndNote
(Part 2: Advanced Features) Mar 2017

We appreciate your feedback!

https://www.lib.polyu.edu.hk/
workshops/feedback-handout

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