How To Use EndNote (A Complete Beginner's Guide) — Transcript

Full transcript

1. 0:00in this beginner's guide to using
2. 0:01endnote I'll show you everything that
3. 0:03you need to get started including how to
4. 0:05download references straight from your
5. 0:07web browser and how to add citations and
6. 0:10bibliographies into Microsoft Word
7. 0:12I've previously created beginner guides
8. 0:14on using other reference manager
9. 0:15softwares so be sure to check those out
10. 0:17after this if you're interested
11. 0:19with that said let's get started with a
12. 0:21quick overview of what endnote is
13. 0:24endnote is a premium reference manager
14. 0:26software for Windows and Mac I say
15. 0:28premium as unfortunately you have to pay
16. 0:30for a license however that's probably
17. 0:32not an issue for a lot of you in
18. 0:34Academia as you can usually get access
19. 0:36via your University for free
20. 0:38for those that don't have a license
21. 0:40there is a completely free 30-day free
22. 0:42trial if you want to check it out and
23. 0:44note that you'll need to enter a credit
24. 0:45card upon sign up but don't worry as you
25. 0:48can cancel any time
26. 0:50to download the latest version of
27. 0:51endnote version 20 in this case simply
28. 0:54head on over to their home page and I'll
29. 0:56leave a link in the description below
30. 0:57for this
31. 0:59select to purchase a license or download
32. 1:01the demo and follow the instructions to
33. 1:03install the software another thing I
34. 1:06suggest you do at this point is to
35. 1:07install the endnote click browser plugin
36. 1:10and note click is basically a plugin
37. 1:12that makes it super easy to save
38. 1:13references and full text PDFs so your
39. 1:16endnote library directly from your web
40. 1:18browser the browser extension is
41. 1:20available for Firefox Google Chrome and
42. 1:23Opera and it can be downloaded by going
43. 1:25to click.note.com
44. 1:28simply follow the instructions to
45. 1:30download the extension for your chosen
46. 1:31browser Firefox in my case
47. 1:34once installed you should then see the
48. 1:36extension in the corner of your browser
49. 1:38and there'll be more on how to use this
50. 1:40later on in the video
51. 1:42now we have everything we need to get
52. 1:44started with endnote let's begin by
53. 1:46taking a look around the program
54. 1:48when you first launch endnote you'll be
55. 1:50asked to either open an existing library
56. 1:52or create a new one since this is our
57. 1:54first time let's create a new one
58. 1:57select a place on your computer that you
59. 1:59want to save your library and Associated
60. 2:01files in and give your library a name
61. 2:04click save to set up the library
62. 2:06now inside of endnote you will notice
63. 2:08there are four main sections to the
64. 2:10interface
65. 2:11on the left we have a sidebar where you
66. 2:14can toggle to view all your references
67. 2:15those recently added and those that you
68. 2:18have deleted under this you will also
69. 2:20see groups these are like subfolders
70. 2:22where you can organize your references
71. 2:24there's more on this later
72. 2:27then we have various literature
73. 2:28databases that you can search directly
74. 2:30inside of endnote
75. 2:32in the main window in the middle this is
76. 2:34where you will see your list of
77. 2:35references I'll show you how to add some
78. 2:37shortly
79. 2:38there's also a search bar at the top
80. 2:40where you can quickly search the
81. 2:41references in your database
82. 2:44to the right there's another sidebar
83. 2:46which will display all of the
84. 2:47information for a reference for when it
85. 2:49is selected
86. 2:50finally at the top we have a standard
87. 2:52menu with additional options like you
88. 2:54would see on most of the softwares
89. 2:57let's now move on to the different ways
90. 2:59you can add references to your endnote
91. 3:01library
92. 3:01there are four main ways that you can
93. 3:03add references to endnote either
94. 3:05manually add the references yourself add
95. 3:08the references via an online search
96. 3:10directly Within endnote
97. 3:12download the reference file from the
98. 3:14Internet or use the endnote quick
99. 3:16extension to add references directly
100. 3:18from your web browser
101. 3:20to manually add a reference yourself
102. 3:22click on this icon here or go to
103. 3:24references new reference
104. 3:27this will open a new window where you
105. 3:29just need to manually populate the
106. 3:30fields with the information for your
107. 3:32reference
108. 3:33I'll do this for a journal review
109. 3:34article that I found online
110. 3:37and if you have the full text PDF for
111. 3:39this reference you can switch to the PDF
112. 3:41Tab and upload this from your computer
113. 3:45once you're happy with your entry switch
114. 3:46back to the edit Tab and click save to
115. 3:49add it to your library you can then
116. 3:51close this window
117. 3:52you can now see that the reference is
118. 3:54listed in the main window
119. 3:56what about adding references via an
120. 3:58online search inside of endnote
121. 4:01to do this you will obviously need to
122. 4:02ensure you have an internet connection
123. 4:04in the sidebar to the left select one of
124. 4:07the online search databases you can also
125. 4:09use the plus icon to add additional
126. 4:11search databases and in some cases this
127. 4:14can include your institution's library
128. 4:16database
129. 4:17for this example I'll search pubnet
130. 4:20you can then use the search options at
131. 4:22the top to populate fields that will
132. 4:24find your reference
133. 4:25for Journal articles you can usually
134. 4:27just answer the lead author's name the
135. 4:29journal it was published in and the year
136. 4:32then hit search
137. 4:34once the search is complete you should
138. 4:36see the results listed below
139. 4:38if you can't find the reference that
140. 4:40you're looking for then you may need to
141. 4:42tweak your Search terms and try again
142. 4:44here's the reference I am interested in
143. 4:46to add this to my endnote library I'll
144. 4:48simply select it and click the plus icon
145. 4:51now I have two of the same references in
146. 4:53my library but the one I just added does
147. 4:56not contain the full text PDF
148. 4:58I know this because it does not show a
149. 5:00paperclip icon next to the entry unlike
150. 5:03the version I added manually
151. 5:05a cool tip to automatically search and
152. 5:07download PDFs for references that do not
153. 5:10have one is to right click on it and
154. 5:12select find full text
155. 5:15endnote will then search the internet to
156. 5:17see if it can find the PDF
157. 5:19this doesn't work all the time but if
158. 5:21the journal article is open access then
159. 5:23it usually works
160. 5:25now I have a full text PDF added
161. 5:28another way of adding references to your
162. 5:30endnote library is to download a
163. 5:32reference file from a web page
164. 5:35usually when you view a reference such
165. 5:37as a journal article line you should see
166. 5:39an option to send the file to a citation
167. 5:41program or simply a citation button
168. 5:44this example shows the reference I added
169. 5:46in the previous step on the PubMed
170. 5:48website I can simply go to the send to
171. 5:51and then citation manager to download
172. 5:53the reference file
173. 5:55next find that file on your computer and
174. 5:58open it sometimes you may need to
175. 6:00specify to open the file with endnote
176. 6:02endnote will then add the reference to
177. 6:04your library
178. 6:06a final way of adding references into
179. 6:08endnote I'll cover is via the endnote
180. 6:10click browser plugin which we installed
181. 6:13earlier on in the video
182. 6:14again go to the web page containing your
183. 6:16reference and I'm using the same example
184. 6:19as before
185. 6:20if the endnote quick extension detects
186. 6:22the full text PDF for that reference you
187. 6:25will then see a view PDF icon in the
188. 6:27lower corner
189. 6:28when you click on this it will download
190. 6:30a copy of the PDF to your endnote click
191. 6:32online account
192. 6:33to add this reference and PDF to the
193. 6:36library select the export to endnote
194. 6:38desktop option
195. 6:39again this will download a reference
196. 6:41file to your computer simply open it
197. 6:43with endnote to add it to your library
198. 6:46this is now a good opportunity to talk
199. 6:48about dealing with duplicate references
200. 6:50in your library
201. 6:51to remove duplicates go to library find
202. 6:54duplicates
203. 6:55in the new window endnote will show you
204. 6:57a side-by-side comparison for any
205. 6:59duplicate entries
206. 7:01Parts highlighted in blue indicate the
207. 7:04differences between the two entries make
208. 7:06sure you pay attention to these fields
209. 7:08so you can better understand how to pick
210. 7:10the entry you want to keep
211. 7:12ideally what you want to do is to select
212. 7:14the entry that contains the most
213. 7:15complete information
214. 7:17simply select keep this record to choose
215. 7:19your preferred entry
216. 7:21you then repeat this process until all
217. 7:23of the duplicates are removed now when
218. 7:26you go to see all your references you
219. 7:28should only see unique references all of
220. 7:31the duplicates will then be sent to the
221. 7:33trash
222. 7:34let's now move on to focusing on
223. 7:36organizing your references specifically
224. 7:39how to create groups
225. 7:41you can think of groups as folders where
226. 7:43you can add specific references to to
227. 7:45better organize your library
228. 7:47to show you an example I have a library
229. 7:49that contains quite a few unique
230. 7:51references
231. 7:52to create a new group you can either
232. 7:54right click on my groups in the sidebar
233. 7:56or go to groups at the top and choose
234. 7:59create group
235. 8:01then you'll want to give your new group
236. 8:03a meaningful name I'll call mine
237. 8:05introduction as I want to add in all
238. 8:08references relevant for my essay
239. 8:09introduction
240. 8:11to add some references to your group go
241. 8:13to view all references
242. 8:15you can then either right click on an
243. 8:17entry and then go to add references to
244. 8:19and select your new group from the list
245. 8:22or you can simply click and drag on the
246. 8:24entry to add a copy to your new group
247. 8:26when you do this you will see the
248. 8:28reference in your new group but note
249. 8:30that the reference will always remain in
250. 8:32your all references tab 2. as this lists
251. 8:35all the references in your library
252. 8:37you can also add the same reference into
253. 8:39different groups
254. 8:41once you've added a reference to a group
255. 8:43it will be removed from the unfiled area
256. 8:45which contains all references that are
257. 8:47yet to be added to a group
258. 8:50if you like having a lot of groups then
259. 8:52you'll be glad to hear that you can have
260. 8:53groups inside of groups by going to
261. 8:55groups and choosing create group set
262. 8:58you can then click and drag on groups in
263. 9:00your sidebar to organize them
264. 9:03another thing to note about groups is
265. 9:05that if you delete a group it will not
266. 9:06delete the references inside them from
267. 9:08your endnote library
268. 9:10only the folder is deleted the
269. 9:12references will remain in your all
270. 9:13references section
271. 9:15a cool tool related to groups in endnote
272. 9:18are what is known as smart groups
273. 9:20to create a smart group go to groups
274. 9:22create smart group
275. 9:24what's great about smart groups is that
276. 9:26you can create a criteria to which
277. 9:28references must have to be added to your
278. 9:30group
279. 9:31for example let's say if you only want
280. 9:33references that are authored by a
281. 9:35specific author to be added to this
282. 9:37smart group
283. 9:38you can also fine-tune the inclusion
284. 9:40criteria by using the plus and cross
285. 9:42icons to add or remove criteria
286. 9:45now when you hit create the smart group
287. 9:47will be created and if there are
288. 9:49references inside your library that
289. 9:51satisfy the search criteria set they
290. 9:54will automatically be added to this
291. 9:55smart group
292. 9:57and what's even more useful is that
293. 9:58these smart groups are dynamic so as you
294. 10:01add more references to your library if
295. 10:03there are new entries that match that
296. 10:05smart group's inclusion criteria they
297. 10:07will automatically be added to that
298. 10:09smart group
299. 10:11so that's an overview of ano and the
300. 10:13basics of using it I'll now move on to
301. 10:15automatically creating citations and a
302. 10:18bibliography or a reference list inside
303. 10:20of Microsoft Word by using the endnote
304. 10:22cite while you write extension when you
305. 10:26install a note the site while you write
306. 10:28function in word should be added to the
307. 10:30ribbon at the top sometimes you might
308. 10:32not see this if so try right clicking on
309. 10:34the ribbon and selecting customize
310. 10:36ribbon
311. 10:37then find the endnote option and ensure
312. 10:39it is ticked
313. 10:41let's take a quick look around the
314. 10:43endnote options inside of word
315. 10:45to the left you can add and edit
316. 10:47citations this is the option you will
317. 10:49likely use the most next to this you can
318. 10:52change the citation and bibliography
319. 10:54Style
320. 10:55then there are a few other options you
321. 10:57can tweak after this
322. 10:58adding the citation from your endnote
323. 11:00library into word is super easy simply
324. 11:03click on the area in your document where
325. 11:04you want to add the citation
326. 11:06then select the insert citation button
327. 11:09it's then a case of using the search box
328. 11:11to find the reference in your library
329. 11:13usually entering an author is named does
330. 11:16the trick
331. 11:17then select the correct entry from the
332. 11:19list and click insert
333. 11:21you can now see the citation in Word
334. 11:25another thing that will happen after
335. 11:26adding your first citation is a
336. 11:28bibliography will be created at the end
337. 11:30of the document
338. 11:31if you wanted to go ahead and add more
339. 11:33citations next to your first one to
340. 11:36support the same statement then just
341. 11:38repeat what you did earlier by selecting
342. 11:40the citation and going to insert
343. 11:42citation
344. 11:43then find the other reference and add
345. 11:45this
346. 11:46if you want to manage or delete
347. 11:48citations you can select it and go to
348. 11:50edit and manage citations here you can
349. 11:53change the order of the citations by
350. 11:55using the up and down arrows
351. 11:57or to delete a citation select it and
352. 12:00find the remove citation option under
353. 12:03the edit reference option
354. 12:06look so now I've just been using the
355. 12:08annotated reference style in the
356. 12:10document if you want to change the style
357. 12:12used then simply use the drop down menu
358. 12:14at the top to switch to a new one
359. 12:16if you can't see the reference style
360. 12:18you're after then try going to select
361. 12:20another Style
362. 12:21endnote comes with a lot of reference
363. 12:23styles to choose from which covers the
364. 12:25majority of journals
365. 12:27if you still don't see the style you're
366. 12:29after you have two options either create
367. 12:31your own or download the reference style
368. 12:34online and add it to endnote
369. 12:36to create your own reference style in
370. 12:38endnote go to tools output Styles and
371. 12:41then new style
372. 12:42you can then go for each of the options
373. 12:44to fine tune your style
374. 12:46to download a reference style online
375. 12:48head on over to the endnote output
376. 12:50Styles page
377. 12:51after finding a style you want download
378. 12:54it and then open the file with endnote
379. 12:57with the file open you can review and
380. 12:59make any adjustments and simply save it
381. 13:01as a new style
382. 13:02just before I wrap up this video I just
383. 13:05wanted to mention a few more things
384. 13:06about working with Microsoft Word
385. 13:09usually instant formatting is turned on
386. 13:11this means that every time you add a
387. 13:14citation to the document the
388. 13:15bibliography will be automatically
389. 13:17updated
390. 13:18sometimes you may want to turn this off
391. 13:20and to do this select instant formatting
392. 13:23and then turn it off
393. 13:25if you do switch it off make sure you
394. 13:28update the citations in bibliography
395. 13:30before you finish by selecting this
396. 13:32option here
397. 13:33lastly you will notice that your
398. 13:35citations are linked to your library
399. 13:38this means you can edit citations to add
400. 13:40or remove entries
401. 13:42however sometimes you may want to remove
402. 13:44these links and just have everything
403. 13:46shown as plain text instead
404. 13:49to do this simply go to convert
405. 13:51citations in bibliography and select to
406. 13:53convert to plain text be careful to
407. 13:56always keep a copy of your document
408. 13:57containing the citation links just in
409. 14:00case you want to easily edit them again
410. 14:02in the future
411. 14:03that brings me to the end of this
412. 14:05beginner's guide to endnote you should
413. 14:07now know how to use endnote to manage
414. 14:09your references and cite them in
415. 14:11Microsoft Word
416. 14:12[Music]