EndNote X3 for MED - NUS Libraries

Outline 

Outline 

EndNote X3 Workshop 

What is EndNote 

EndNote Library 

References 

Other Features 

Cite While You Write (CWYW) 

Useful Resources & Contact Info 

Stephanie Ng (Medical/Science Library) 



References 


Cite While You Write 



Introduction to EndNote 

Software & Hardware Requirements 

Steps to Install EndNote on Your PC/Laptop 

Comparison Between EndNote & EndNote Web 

New Features of EndNote X3 

Introduction to EndNote 

A bibliographic management tool that: 

• Stores and organizes citations found from many 

sources eg PubMed and databases subscribed the 

Library 

• Cite while you write in a Word document eg Microsoft 

Word, and 

• Format your references according to a predefined 

citation style eg British Medical Journal (Brit Med J) 

citation style for your research papers 

Illustration: Search and save References 

(eg PubMed, Web of Science) 

Import 

Comparison Between EN & ENW 

British Medical 

Journal citation style 

Export 

“Cite While You Write” 

(using eg Microsoft Word, 

OpenOffice.org Writer etc) 

Other citation styles 

eg Lancet 

Source: http://www.myendnoteweb.com/help/ENW/h_features.htm 

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Software & Hardware Requirements 

Software Requirements: 

• Windows XP with Service Pack 3 or Windows 

Vista 

• Microsoft Word 2003 or 2007 

• NUS Software Catalogue 

Hardware Requirements: 

• Pentium 450 MHz or faster processor 

• At least 180MB hard disk free space 

• Minimum of 256 MB RAM 

Steps to Install EndNote X3 on 

PC/Laptop 

a) Login to NUSNET on NUS campus 

b) If you have not installed any software licensed to NUS before, click on 

http://software.nus.edu.sg/catalogue/sc-setup.exe to install the Software Catalogue 

Client 1.2 

c) In your PC, go to Start > All Programs > Software Catalogue > Click on Software 

Catalogue Client 1.2 

d) A window opens, entitled Software Catalogue. 

e) On the left, under Software Category, click on Specialised Applications 

f) Click on EndNote X3 to install 

g) Select Custom installation 

rather than Typical installation 

h) When you get to the dialog titled 

“Select Features”, select appropriate 

“output style” category eg 

Medicine you would like to install 

New Features of EndNote X3 

• Faster startup 

• Enhanced Group Sets to better organize EndNote 

references. You can collect both custom groups 

and smart groups within the same Group Set. 

• Cite While You Write for open office 

(free OpenOffice.org Writer word processor). 

• Duplicate comparison on the same screen 

• Multiple bibliographies in a single Microsoft Word 

document. 

• Improved Find Full Text for locating full text 

documents. 



References 





Navigate around EndNote X3 

Library Window 

Reference Window 

Groups 

Create an EndNote Library 

Navigation around EndNote X3 

• Launch EndNote 

Start > Programs > EndNote > EndNote Program 

• To retrieve a sample library 

C:\document and settings\All users\Documents\EndNote\Examples\ 

Library Window 

• A collection of references, each containing the 

information required to create a bibliography 

• No limit to the number of references 

• .ENL file – EndNote library 

• .DATA folder – contains figures, groups and other 

significant files 

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Navigation in Library Window 

• Sorting References 

► Ascending and descending orders 

• Preview References 

► To see more detail about a reference, highlight 

the reference and view it in the Preview pane 

at the bottom of the Library window. (Hide Tab 

pane – to disable preview pane) 

► Only 1 reference is displayed in the preview 

pane at a time (if multiple references are 

selected, only the active reference is 

displayed) 

Reference Window 

• Stores the information required to cite it in a bibliography, 

and other information (e.g. keywords, notes, abstract) 

• Automatically assigned a unique record number pertaining 

to the library that cannot be changed 

• 48 different reference types 

• Upto52fieldsperreference 

• Upto45differentfilesattach 

to a single reference 

• Only 1 graphic or file in the 

Figure field 

Groups 

Create an EndNote Library 

• Allow up to 500 custom & smart 

groups to a library 

• Types of Groups: 

• Automatic Groups – Permanent 

(All References & Unfiled) 

• Custom Groups 

• Smart Groups 

a)Click on File > New... to 

create a new EndNote 

library 

b) Enter a filename (.enl) 

c) Select location to save 

the library (eg Desktop) 

d) Click Save 



References 




EndNote Flowchart 

Direct 

Export 

Import 

Text File 

Online 

Search 

Manual 

Data Entry 

References 

EndNote Flowchart 

Direct Export 

Import Text File 

Online Search 

Manual Data Entry 

INPUT 

OUTPUT 

EndNote 

Library 


Word Processor 

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Different Methods to Collect 

References (Citations) 

Method 1: 

Direct Export 

• Method 1: Direct Export eg Search in 

databases and export citations 

• Method 2: Import Text File 

• Method 3: Online Search eg Search LINC 

directly in EndNote 

• Method 4: Manual Data Entry eg Manually 

enter a Reference 

Method 1: 

Direct Export 

Method 1: 

Direct Export 

Method 1: 

Direct Export 

Method 1: 

Direct Export 

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Method 1: 

Direct Method Export 1: Direct - Exercise Export - Exercise 

Method 2: 

Import Text Files 

a) Perform search in LINC 

b) Select records to be saved 

c) Click on Save Marked Records 

d) Select Export Saved List 

e) Check on EndNote button 

f) Key in your MS Outlook email address, then click on Submit 

button 

g) Open your email, File > Saved As…> .txt 

h) Launch EndNote X3 

Method 2: Continue… 


Method 2: 


h) File > Import OR click on 

i) Import data file: browse from .txt file saved 

j) Import option: click Other filters. Search for Innopac 

k) Click Choose button 

l) Click Import button. The references will then appear in the 

active EndNote Library. 

Method 3: 

Online Search 

(Search LINC Directly in EndNote X3) 

• Valid only for Freely Available Databases 

• This Method good for Known Citations 

a) In an EndNote Library, under Online Search on the left, click 

on more… 

b) Under Name, look for and highlight PubMed. Click Choose. 

Perform a search 

c) Enter keyword in search box 

d) Retrieved records from 1 through XX. Enter the desired 

number for XX. 

e) NOTE: ALL records will be saved into EndNote Library 

Method 4: 

Manual Data Entry Data Entry 

(Manually Create a Reference in EndNote X3) 

http://www.endnote.com/training/WMVs/ENX3/07-Manual_Data_Entry.mp4 

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Method 4: 

Manual Data Entry 

(Manually Create a Reference in EndNote X3) 

• Useful for working papers / manuscripts 

which are not found in databases 

a) In an EndNote Library, at the top, click on 

References > New Reference 

b) Under Reference Type: click on the drop-down 

menu and select accordingly (eg. Conference 

Proceedings) 

c)Enter information such as author, year, title 

d)Simply click on X (close the window) and the 

reference will be saved 



References 





Remove Duplicates 

Attach Files to References 

Transfer References from EndNote Web 

Backup Library 

Other Other Features Features 

• Remove Duplicates 

References > Find Duplicates 

• Delete Unwanted References 

Select references, then, References 

> Move References to Trash 

Note: To delete References permanently, 

References > Empty Trash 

• Attach Files (PDF, images, etc) to a reference 

Select a reference References > File Attachments > Attach 

File ... 

Other Features (continue) 

• Find Full-Text 

• Highlight references you want to locate full-text 

• Click References > select Find Full Text 

Other Other Features Features (continue) 

• Transfer References from EndNote Web 

• Edit > Preferences > EndNote Web 


• Transfer References from EndNote Web 

EndNote Web 

to EndNote 

EndNote to 


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• Backup Library 

Save the complete 

Library to a single 

compressed file 

(.enlx), including 

.DATA folder. 

• To backup : File > 

Compressed 

Library > 

• To decompress: 

File > Open > 

Open Library…. 



References 





CWYW Toolbars in Microsoft Word 

Cite References in Microsoft Word 

Change Reference Style 

Edit Citation in Microsoft Word 

Understand CWYW Tools 

CWYW Toolbars in Microsoft 

Word 

• Microsoft Word 2003 

• Microsoft Word 2007 

CWYW: Cite References in Word 

a) In an EndNote X3 library, highlight a 

reference. 

b) In Microsoft Word, place cursor at insertion 

point. 

c) Look for the EndNote toolbar 

i. For Word 2003, click on 4 th button Insert Selected 

Citation(s) 

ii. For Word 2007, click on the button Insert Citation. Click 

Insert Selected Citation(s). 

d) The reference is inserted. 

Change Reference Style 

a) In Microsoft Word, look for the EndNote 

toolbar 

i. For Word 2003 & below, click on the 3 rd button Format 

Bibliography . 

ii. 

For Word 2007, go to Style: > Select another style 

b) Under With output style, click Browse... 

c) Select the desired journal style. Eg. Brit 

Medical J 

d) The references are now re-formatted. 

Edit Citations in Word 

a) For Word 2007, Word 2003 & below, click 

on the Edit Citation(s) 

b) Select the reference which is to be 

removed and click Remove 

c) The reference will be removed and all 

other references will be automatically rearranged 

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Understand Cite While You Write Medical Tools 

/ Science Library 



Go to EndNote 

This tool will take you to the EndNote program, where you 

can select (highlight) references for insertion into your Word 

document. 

Find Citation(s) 

This tool will provide a search window where you can enter 

text that is in any field. You can then select references from 

a list of those that contain your search terms and insert them 

into your paper. 

Format Bibliography 

This tool will allow you to change the EndNote style used 

for your document. It will also let you make other changes 

to the layout of your bibliography, such as adding titles and 

changing the line spacing. 

Insert Selected Citation(s) 

This tool will insert the references you selected in EndNote 

into your document at the location of the Word cursor. 



Edit Citation(s) 

Use this tool to make any changes 

inside a citation, such as adding page 

numbers to a citation or removing 

author names from author-date citations 

Insert Note 

Use this tool to insert explanatory 

notes to be numbered as though 

they were bibliography entries, 

and then placed in the bibliography. 



Edit Library Reference(s) 

This tool allows you to quickly access the specific record for 

any selected citation. 

Unformat Citation(s) ti • This tool will remove the formatted bibliography and 

citations and replace all citations with plain-text 

placeholders that EndNote can match to library records to 

create formatted citations. This tool is commonly used 

when moving documents between word-processing 

programs. 

• Also useful when you suspect the document is corrupted, 

to unformat all citations. 



Convert to Plain Text 

(formerly Remove Field Codes) 

• This tool will create a second copy of the document with 

all EndNote field coding removed (you can generally 

recognize field codes such as formatted EndNote citations 

by their turning grey when you select them in Word). 

• It is used when sending documents to a publisher 

because the field coding used for EndNote citations can 

sometimes cause problems for publishers’ page layout 

programs. Note that it will create a Word document, not a 

plain text (.txt) document. 



Export Traveling Library 

EndNote creates a hidden “traveling” library containing 

only the references used in each paper. This traveling 

library is part of the coded information contained in 

each citation. i Use this tool to export the references in 

this traveling library to a regular EndNote library 

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Find Figure(s) 

This tool will provide a search window much like the Find 

Citation window where you can enter text that is in any field 

in the record you want to find. You can then select 

references from a list of those records with figures attached 

that contain your search terms. A reference to the figure will 

be inserted at the location of your cursor. The image will be 

inserted either below the cursor location or in a list at the 

end of the document, depending on the selected EndNote 

style. 

Cite While You Write Preferences 

• Use this tool to set preferences for EndNote’s cite while you 

write settings for future documents. (Note: If you use Word 

as your e-mail editor in Microsoft Outlook, you should leave 

the OpenEndNotewhenStartingWordoptionintheCWYW 

preferences unchecked.) 

• Also use this tool to toggle between EndNote and EndNote 

Web. 

Help 

This tool will let you access contextual help for EndNote. 



References 




EndNote X3 vs EndNote Web 

EndNote X3 



EndNote VS EndNote Web 

Update & Maintenance 

Online Tutorials, Guides & FAQs 

Contact Info 

Advantages Work on references and 

cite independent of Web – 

less processing time 

Full install on computer. 

No expiry. 

Stores unlimited no. of 

references 

Store full-text (eg. PDF, 

sound files) 

Disadvantages References stored on local 

computer. Needs to save 

and move references to 

another computer. 

Web-based : longer 

processing & connection 

time 

Account expires if you 

leave NUS 

Max. 10,000 references 

only 

Unable to store full-text 

Can work on references 

anywhere with Internet 

(renew account every 12 

months via NUSNET) 

Update & Maintenance 

• Program Updates & Patches 

[http://www.endnote.com/support/enupdates.asp] 

• Output Styles 

[http://www.endnote.com/support/enstyles.asp] 

• Import Filters 

[http://www.endnote.com/support/enfilters.asp] 

• Connection Files 

[http://www.endnote.com/support/enconnections.asp] 

Helplines, Online Tutorials, Guides & 

FAQs 

• Email: askalib@nus.edu.sg / ts.support.asia@thomson.com 

• LION – How to Use EndNote 

[http://libpweb1.nus.edu.sg/lion/e/endnoteGuide.html] 

• LION – How to Use EndNote Web 

[http://libpweb1.nus.edu.sg/lion/e/endnotewebguide.html] 

• EndNote X3 Getting Started Guide 

[http://www.endnote.com/support/helpdocs/ENX3_GettingStartedGuide_WinMac.pdf] 

• EndNote X3 Tutorial (View Online or Download) 

[Online:http://www.endnote.com/training/tutorials/EndNoteX3/EndNote_X3.asp] 

[Download:http://www.endnote.com/training/WMVs/ENX3/enx3tutorial_download.asp] 

EndNote FAQs 

[http://www.endnote.com/support/faqs/index.asp] 

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Contact Info 

For assistance with installation via NUS 

Software Catalogue, contact 

itcare@nus.edu.sg 

Best Wishes in Your Referencing 

NUS Libraries 

Medical / Science Resource Team 

Email: mdlib@nus.edu.sg 

Information Desk: 65162454 

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EndNote X3 for MED - NUS Libraries

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