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Endnote Workshop II Section IV : Build up your Endnote Library 1.

Method 1: Direct Export -

2.

Method 2: Save and Import -

3.

EBSCOHost Academic Search Premier

Dragon, HKUL Catalogue

Method 3: Online Search -

ISI Web of Science

Extra -

Funny Characters upon export

-

Link to the PDF full text

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Instruction for Specific Databases

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Find Full Text

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Open Link

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Google Scholar

Section V : Managing your Endnote Library 1. Creating Groups 2. Back up your Library Extra -

Search for References

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Save Search as a Smart Group

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Delete / Show / Hide Groups

Visit: lib.hku.hk/endnote/ HKU Libraries Š October 2008


Section IV: Build up your Endnote Library

Section IV: Build up your Endnote Library

1

Step 1

Method 1:

Direct Export Step 1

Step 2

Search the database

Direct Export

and select records

to Endnote

Search ASP and select records 1

Access ASP: HKUL Homepage > Electronic Resources > Key English E-resources > EBSCOhost research databases

2

Enter a search statement in EBSCOhost, e.g. autistic and child* and coping and parent*

*

3

From the result list, add those which you consider as relevant to folder.

4

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2

Once all records are marked, click on Folder.

HKU Libraries


Section IV: Build up your Endnote Library Step 2

Direct export results to Endnote Tick this box to select all records in your folder for export.

1

Click on Export.

3

Select Direct Export to EndNote, ProCite, or Reference Manager

4

Click on Save 5

6

2

References will be imported to the active Endnote Library automatically.

Click on All References under Groups to show all references in your library.

Note: You can also show all references from Top bar menu > References > Show All References

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Section IV: Build up your Endnote Library

Diacritics, hyphens, quotation marks, when exported to Endnote, may sometimes become funny characters. After every export, eyeball the records and manually information yourself.

update the

How to enter special characters? Refer to the ANSI code table at http://kb.lib.hku.hk/wiki/Endnote ALT key + ANSI code on the numeric keypad E.g. è: ALT + 0232

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Section IV: Build up your Endnote Library

Link to the PDF full text 1

Get the PDF Full Text

2

Save the PDF file to your PC, e.g. desktop, or in the S:drive for PCs in HKUL. (Note: After linking it to your Endnote Library, you may delete this file.)

3

Return to your Endnote Library and double click on that article citation. This will open the Reference Window.

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Section IV: Build up your Endnote Library Link to the PDF full text (Cont’d) 4 From the top bar menu: select References > File Attachments > Attach File Then, select the PDF file from your PC. Endnote will copy the file to a .DATA folder stored along with your current library.

5

The PDF file will readily be saved in the citation record under the field, File Attachments.

7 8

6

Once finished, close the window.

Click on Yes to save the changes to the record.

A paper clip icon appears for records with file attachments.

Note: 1. Another way to insert file attachments is to drag and drop the file onto the reference in either the Library window or the Reference window. 2. You can insert other file types, e.g. Word, Powerpoint, Excel files. 3. Up to 45 files per reference.

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Section IV: Build up your Endnote Library

2

Method 2:

Step 1

Save and Import Step 1

Step 2

Search Dragon

Save

and select records

the results

Step 3

Import to Endnote

Search Dragon and select your records 1

Access Dragon: HKUL Homepage > Dragon (HKUL Catalogue) > Keyword/ Phrase

2

From the result list, check those which you consider as relevant. 3

Click on Save Marked Records. 4

5

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Repeat 2 and 3 for the other result pages.

Once all result pages have been checked, click on Export Saved List.

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Section IV: Build up your Endnote Library Step 2

Save the results

1

2

Select End-Note

3

Select Local Disk

Click on Submit

4

Click on Save

5

Select the file location and enter a filename (Note: For PCs in the HKU Libraries, please save your file to the S:drive.)

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Section IV: Build up your Endnote Library Step 3

Import the results to Endnote Click on Import

1

Note: Alternatively, select File > Import from the top bar menu.

2

Click on Choose File and then select the downloaded file created in step 2.

Select Endnote Import (Dragon, U of Hong Kong) as the filter. See note below.

3

4

5

6

Click on Import

The results from Dragon will duly be imported into your library.

Click on All References to display all citations in your library.

Note: 1. Download the Dragon Filter at the http://lib.hku.hk/endnote > Download Endnote. 2. First time users should select Other Filters and locate this Dragon Filter from the list.

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Section IV: Build up your Endnote Library

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Method 3: Online Search

Step 1

Step 2 Retrieve and transfer results to Endnote

Connect to a database and

search

Note: To search remote databases via Endnote, you must: (A)

Download the HKU Connection files 1. Point to the EndNote@HKU page at http://lib.hku.hk/endnote 2. Click on Download Endnote 3. Click on HKU Connection Files 4. Download the zip file 5. Put the unzipped files into the Connections Folder in your Endnote program.

(B)

If you are searching from a remote site, e.g. from home 1. Establish a HKU VPN connection before you search. 2. Find out more about HKU VPN — http://www.hku.hk/cc/home/networks/vpn.htm.

Endnote X2 imports all search results automatically Unlike previous version, Endnote X2 imports all online search results to your library directly. Please remember to remove the unwanted references to the Trash group before you start another search. You may also wish to create a new Endnote Library for doing the online search. This Endnote Library acts as a temporary storage. And you can drag and drop the selected references to the corresponding Endnote Library. For more details, please refer to the following Endnote FAQ: http://www.endnote.com/support/Faqs/Search/faq5.asp

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Section IV: Build up your Endnote Library Step 1 1

Connect to a database and search

Click on Online Search

Note: Alternatively, select Tools > Online Search from the top bar menu.

2 Enter the name of the database, e.g. Web of Science, into the search box and then press Enter.

3

Select the database from the list. Then, click on the Choose button.

4

5

Complete this Online Search template.

Click on Search

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Section IV: Build up your Endnote Library

Step 2

Retrieve and transfer results to Endnote 1

Once the search is completed, it will show you the number of records retrieved.

2

Click OK to retrieve the results

3 4

All records will be added to your library directly.

Remove those NOT needed to Trash if necessary. Note: Alternatively, select them and press Delete on your keyboard.

5

Click on All References to display all citations in your library.

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In the future, to do another search in the same database, simply click on the database name under Groups.

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Section IV: Build up your Endnote Library

Find Full Text Automatically locate and download full text by accessing DOI (Digital Object Identifier), PubMed LinkOut & ISI Web of Knowledge FT Links

1

Highlight the reference(s) you would like to find full text.

2

From the top menu, select References > Find Full Text

3

You will be prompted that this might slow down the performance of other activities on your PC. Click on Continue if you would like to proceed.

Note: You can cancel the Find Full Text operation at any time by clicking Stop full text download in the status line at the bottom of the window. Full text that has been retrieved until that point is already saved in the library.

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Section IV: Build up your Endnote Library

4

The Full Text group temporarily houses references to which EndNote added either a full text file attachment or a URL.

References with full text downloaded will have a paper clip icon.

The number of references with full text downloaded is shown here.

5

The full text files are stored in the current library’s .DATA folder.

Note: 1. If EndNote cannot find the full text file, it will try to find the URL of the provider's Web page for the article for easier future access. 2. If EndNote finds a full text file for a reference, but discovers that the reference already has a file attachment with the same name, the new copy will also be attached to the reference, but with a number appended to the file name.

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Section IV: Build up your Endnote Library

Open Link Go to the Database Record for getting the full text, if available.

For Endnote records with a durable URL, highlight the record and then press on Open Link

1

Note: Alternatively, press on CRTL + G on the keyboard.

The article record will open in a web browser.

2

3

Note:

If the full text article is available online, save the document and attach it to the Endnote record. See p. 5 Link to the PDF full text.

1. Only works for Endnote records with a durable URL. 2. For off-campus access, please establish a HKU VPN connection.

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Section IV: Build up your Endnote Library

Instruction for Specific Databases Each database has its unique method for exporting/ importing records to Endnote. Check out the instructions at: Endnote@HKU web page (http://lib.hku.hk/endnote) > Training and Support > Instruction for specific databases

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Section IV: Build up your Endnote Library

Google Scholar

http://scholar.google.com Step 1

Step 2

Search in Google

Direct Export to Endnote

Before you begin… Set up your Scholar preferences...

1

Under Library Links, select “University of Hong Kong Libraries—HKU Webbridge”. This will establish the shortest path to full text sources from the HKU Libraries. (Note: If the option is not there, locate it using the Find Library search box.)

2

Under Bibliographic Manager, select Show links to import citations into and then choose Endnote from the pull-down menu.

3

Once done, click on Save Preferences

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Section IV: Build up your Endnote Library Step 1

Search

1

Step 2

Enter a search statement in Google Scholar

Direct Export to Endnote

1

2

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Google Scholar allows exporting one record at a time. Click on Import into Endnote

The record will be imported into Endnote

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Section IV: Build up your Endnote Library

Section V: Managing your Endnote Library

1

Creating Groups Groups break a large library into subsets for better management. Each library can have up to 500 Custom Groups and Smart Groups (combined).

Permanent Groups 1. All References Displays every reference in the library.

2. Trash References you have removed from the library but have not yet permanently been discarded by emptying the Trash.

Both groups cannot be removed or renamed.

Temporary Groups 1. Duplicate References To generate a list of duplicate references: Select from top menu: References > Find Duplicates.

2. Full Text Shows the references for which EndNote has either attached a Full Text file or inserted a URL with the References > Find Full Text command.

3. Imported References Shows the last group of references imported into the library with the File > Import command.

4. Search Results Shows the results of the last search performed on the current EndNote library.

These temporary groups are always deleted when you close a library. (Note: Only the groups are deleted; the references remain in the library.)

Other Groups 1. Custom Groups Groups manually created according to specified criteria.

2. Smart Groups Groups created by applying search criteria to the library. This will dynamically update groups as existing references are edited or new references are added to the library.

3. Online Search Groups To search your favourite online databases using the Endnote template.

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Section IV: Build up your Endnote Library Step 1

Create a group From the top bar menu, select Groups > Create Group.

1

Name the Group, e.g. coping

2

Step 2

Add reference(s)

1

Highlight the desired reference(s).

2

From the top bar menu, select Groups > Add References To > Select a Group e.g. coping

Note: Alternatively, drag and drop references to a Group or right-click on the selected ones.

1.

Removing a reference from a custom group does not delete it from the library. It removes the reference from the group subset, but the reference still exists in the library.

2.

Removing a reference from a library also deletes it from all groups in that library. The reference no longer exists. You cannot delete a reference from the library while displaying a custom group. Highlight the reference, go to the All References view, and then choose Move References to Trash from the References menu.

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Section IV: Build up your Endnote Library

Extra tips on creating groups TIP no. 1: You can search for references for inclusion in a Group. 1

From the Preview Window, click on the Search tab

2 3

4

5

Enter terms into the search box, and change the field, e.g. Any Field, Author, if necessary.

Click Search to retrieve the results

References matching your search will be placed under Group > Search Results. From top bar menu, select Edit > Select All.

Then, select References > Add References To > Select a Group e.g. coping Note: Alternatively, drag and drop references to a Group or right-click on the selected ones.

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Section V: Managing your Endnote Library

TIP no. 2: You can create a Smart Group. From top menu, select Groups > Create Smart Group

1

2

3

Enter your search statement Note: Do not use Boolean operators within a search box.

Then click on Create.

4

Double-click the new smart group to rename it Note: Alternatively, select Groups > Rename Group from top menu.

In the future, new references that match this search strategy will be added to the Smart Group.

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Section V: Managing your Endnote Library TIP no. 3:

Show or Hide groups From the top bar menu, select Show / Hide Groups

TIP no. 4: 1

2

Delete a group Right click on the group you wish to delete. And then, select Delete Group.

Confirm by clicking on Delete

Note: Only the groups are deleted; the references remain in the library.

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Section V: Managing your Endnote Library

2

Backup your Endnote Library Select File > Save a Copy

Note: Double check whether both the enl file and the Data Folder have been saved.

Note: To send a copy of the Endnote library to a friend, you can zip the file along with the DATA folder in one compressed file: 1. Open the Endnote library. 2. From top bar menu, select File > Compressed Library. 3. Save it to an EndNote Compressed Library (filename.enlx).

You’ve Got a Question on Endnote? On-site: Tel: Email:

Reference Counter, Main Library 2859-2203 hkulref@hkucc.hku.hk

HKUL KnowledgeBase: kb.lib.hku.hk/wiki/Endnote

WIKI@HKUL

Endnote Workshop II

View the Endnote FAQ here, or contribute your Q&A if you have one via this wiki platform.

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HKU Libraries

Endnote Workshop II @ HKUL  

This library course shows you how to build up your Endnote library using methods including: (a) Direct export (b) Save and import (c) Rem...

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