researcherid - 國立臺灣大學圖書館lib.ntu.edu.tw/doc/ce/endnotex5-english.pdf · help:...
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EndNote X5
Advance your Research and Publish Instantly
Shou Ray Information Service Co., Ltd.www.sris.com.tw
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Research Procedure
Web of Science(SCIE, SSCI, AHCI)
EndNote
Journal Citation Reports(JCR)
Essential Science Indicators(ESI)
ResearcherID.com
Collect
Analyze
Innovate
Write
Cite
Examine
Evaluate
Publish
Marketing
Submit
Find, Analyze, and Share Information
Speed Up the Publication
Evaluate the World's Leading Journals
Increase Researchers’ Visibility and Make Works More Accessible
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EndNoteOutline
• Installation• X5 New Features• Tools and Interface• Import Bibliographies• Groups• Cite When You Write• Compress and Share
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※Make sure that you close Word and all applications before attempting to install EndNote.
INSTALLATION
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Typical installs the most Popular 493 output styles, filters, and connection files. Limiting the number of files installed speeds up performance.
Typical
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Custom to hand pick the file groups or more than 5000 output styles to completely install.
Custom
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From the Windows Start menu, select Control Panel or select Settings. Then select EndNote X5 Programs.
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If you want to bring the EndNote Library to other spaces, please copy these two files together.
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Add and Transfer File Attachments to the Web
Add and transfer file attachments to the EndNote Web. EndNote X5 will also provide increased Web storage for up to 25,000 references and 1GB for the file attachments.
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When a match is found, EndNotehighlights the differences in a side‐by‐side comparison of the new and existing reference.
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TOOLS AND INTERFACE-1
Library Modes[left to right]Integrated Local Library & Online Search Mode:All groups and commands are available. When you download referencesfrom an online database, they are saved directly into the open library.Local Library 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.Online Mode(Temporary Library):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.
Copy to Local Library: Copy the selected references to the using Library.
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New Reference: To display an empty Reference Window, then enter a new reference.
TOOLS AND INTERFACE-2
To change the style of references showed in the Preview in the middle of Library.
Online Search: If the online search resource is limited, it will show the Online Mode automatically.
Import: Import the text file or PDF file to create references in library.
Find Full Text: Find the full text of the selected reference
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Cite While You Write function[left to right]Insert Citation: Insert selected reference in the writing text.Format Bibliography: Change to the style of writing text.Return to Word Processor: Go to Word Office
Open Link & folder: Open the matching reference link and folder.
Help: Assistance and User Guide
Quick Search: Search the information in the Library.
TOOLS AND INTERFACE-3
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1. Importing Reference Data-Web of Science
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1. From the Results page, click the check boxes to select the records that you wish to export to EndNote.
2. Move to the bottom of the web page, and click Save to EndNote, RefMan, ProCite to import the reference.
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From the File menu, select Import.
Click the Choose button to locate and open the PDF file you want to import. Select the PDF from the Import Options list.
2. Importing PDF File (NEW!)2. Importing PDF File (NEW!)
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1. From the File menu, select Import > Folder to open the Import Folder dialog.
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2. Click the Choose button to open the Browse for Folder dialog. Select the needed PDF folder. If the selected folder lists sub‐folders, click the "Include files in all sub‐folders“ radio button. Select PDF from the Import Option list.
3. Importing PDF Folder (NEW!)3. Importing PDF Folder (NEW!)
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1. Click in the reference list, and then from the Referencesmenu, select New Reference to display an empty Reference window.
4.Entering Reference
NOTE! It must put comma, if you enter last name first, ex: Mary, Lin
2. Click the Reference Type menu at the top of the window, select a reference type. Enter the information for each field.
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5. EndNote Online Search
On the toolbar, select Online Search Mode (the icon on the right), so that only Online Search groups and commands are available.Click the reference you want to search from All Reference list, then there will show the search tab in the bottom left. Enter your search request into the Search tab, and click Search.Use Copy to Local Library at top to select wantedreference.
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Reference Search
Quick Search:To quickly search your entire library, use the "Quick Search" text box on the Main toolbar. Enter the search request to search.
Advanced Search :Select Search Library (Ctrl+F) from the Tools menu or click the Search tab in the Tab pane and enter the search term. Users can choose PDF search in field list(new feature)。
Comparison List
Field List Search Term
Boolean Operator List
Search Set List
Insert or Delete a Line
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Manage Reference
Sorting:Click any column to sort references, and adjust the size of column.
Showing Column Change:From the Edit menu, select Preferences>Display Fields to change the showing column in Library.
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Preview and Quick Edit:
Users can change the reference style showing in the Preview window.
Quick Edit can quickly edit your references and PDF file by clicking on the PDF & Quick Edit tab.(New!)
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Manage Reference
Groups make it easy to break a large library into subsets for later viewing and can further organize your references by storing multiple groups in custom Group Sets.
1. Group Set: Users can create up to 500 custom group sets in End‐Note library. Each set may list a number of groups and also can rename or delete.2. Group: Right‐click Group Set to create group, or from the Groups menu, select Create Group. 3.Smart Group: Smart groups are built with search strategies. Smart groups are dynamically updated as you add references to and edit references in the library.*Browse through your reference list and drag individual references to a custom group.
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Combination Group
From groups: Combine custom and smart groups under a single group .Use AND, OR, and NOT logic tocreate new, useful combined group sets. (NEW!)1. Right‐click and choose Create From Groups or from
the Groups menu, select Create from Groups2. In the fields under the Include References heading,
select up to 10 custom and/or smart groups to use as your search criteria.
3. Use AND, OR, NOT to include or exclude custom and/or smart groups in your combined group set (optional).
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1.Go to All Reference2.From the Referencesmenu, select Find Duplicates, and it will show side by side window.3. EndNote will display a Find Duplicates dialog where you can compare duplicates and decide which version to keep. 4.Click Skip to leave both references in the library.
Find Duplicate
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CITE WHEN YOU WRITE
EndNote X5 is compatible with Microsoft Word 2003, 2007, 2010 and OpenOffice Writer.
Watch bibliographies appear as you write!
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When you are ready to cite a source, position the cursor in the text where you would like to put the citation.
1. Click Go To EndNote button in Word to go back to EndNote Library, then choose the reference you want to cite.
2. Click Insert Citation in EndNoteLibrary or choose Insert Selected Citation in Word to insert.
Cite While You Write
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Cite While You Write
1. Click Find Citation, and dialog appears. Type the search term, and then click Find.
2. EndNote lists the matching references. Select the needed reference to insert.
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Change Bibliography Style
There are two ways to generate or change bibliography style in word file:
1.Click the EndNote X5 button in word tool tab, and then you can choose the style you want from the drop‐down menu.2.Browse the style in format bibliography window.
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Change Bibliography Style
3.Citations will become to hyperlinks and can directly point out the matched bibliography if you tick the Underline linked in‐text citations in format bibliography window.
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1. Adjust the citation order.
2. To edit citaions:Edit Library Reference:To edit the reference in your EndNoteLibrary。Remove Citation:Remove the citation.Insert Citation:Insert another citation behind.Update from My Library:Update the reference form your Library.
Edit & Manage Citations
Edit Reference(New!)
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Edit & Manage Citations
3. Click the Update Citations and Bibliography in Tools menu to renew what you have edited after you finish your editing.
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• Word 2003: From the Tools menu, go to the EndNote X5 submenu and select Remove Field Codes.• Word 2007: On the EndNote tab, in the Bibliography group, select Convert Citations and Bibliography and then Convert to Plain Text. A copy of the document, without field codes, appears in a new document window.
Remove Field Codes
You may need to remove Cite While You Write field codes in order to share your document with a publisher or colleague.
The copy does not contain Cite While You Write field codes, so you cannot reformat with Cite While You Write. To reformat, startwith the original document, which retains field codes.
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Create a Library by Importing the References in Word
In Microsoft Word, users can create a new library by clicking Export Traveling Library in Export to EndNotemenu. In this way, users can backup a Library specific of the Word document with EndNote Code.
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EndNote Backup and Share
1. Open the library in EndNote. From the File menu, select Compressed Library (.enlx) to display a Compressed Library dialog. At the top left side of the dialog, select "Create."
2. At the top right of the dialog, select “With or Without File Attachments.”
3. In the bottom half of the dialog, select the scope of compressed file.
4. Click Next to display a file dialog. Use the file dialog to save to an EndNoteCompressed Library and give the filename.
5. To open the compressed file by double‐clicking the filename.
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Transferring Between EndNote Desktop and EndNote Web
1. Set up a new EndNote Web account from My EndNote Web on the top of the Web of Knowledge SM platform.2. Or in EndNote, go to the Editmenu and select Preferences. In the left column, click on EndNote Web. Then, click Register Online.
3. Enter E‐mail address and password after registering.
4. Back to the Library, click EndNote Web in the left column to Transfer the references.
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