- what is EndNote Basic; - usage tips; - registration and access;

1. “WANDA
DE
AGUIAR
HORTA”
LIBRARY
–
SCHOOL
OF
NURSING
–
UNIVERSITY
OF
SAO
PAULO
ENDNOTE
BASIC
AND
THEIR
MAIN
FEATURES
JULIANA
TAKAHASHI
YUKA
SAHEKI
&
-­‐
2014
TranslaGon
to
English:
Aline
Goncalves

2. MANAGES
REFERENCES
AND
SHARES
THEM
WITH
OTHER
USERS
ANYWHERE
INSERTS
CITATIONS
AUTOMATICALLY
IN
WORD
OR
OTHER
PROGRAMS
2
WHAT
IS
ENDNOTE
BASIC?
COLLECTS
AND
ORGANIZES
REFERENCES
IN
500
SPECIFIC
FOLDERS
SAVES
TEXTS
IN
PDF,
DOC,
TXT
UP
TO
2GB

3. 3
FORMATS
CITATIONS
IN
MORE
THAN
1.000
STYLES
DETECTS
AND
MANAGES
DUPLICATED
REFERENCES
SAVES
UP
TO
50.000
REFERENCES
IN
YOUR
ACCOUNT
WHAT
IS
ENDNOTE
BASIC?

4. COLLECT
REFERENCES
FROM
YOUR
INSTITUTION’S
COMPUTERS
(USP,
UNESP,
UNICAMP,
ETC.)
UNIVERSITIES
USUALLY
HAVE
ACCESS
TO
MORE
DATABASES,
SEARCH
PORTALS,
ETC.
4
USAGE
TIPS
MOZILLA
FIREFOX
WORKS
BETTER
WITH
ENDNOTE
BASIC

5. www.myendnoteweb.com
GO
TO:
5
REGISTRATION
AND
ACCESS
CLICK
HERE

6. 6
USE
YOUR
INSTITUTIONAL
E-­‐MAIL
REGISTRATION
AND
ACCESS

7. PASSWORD
RULES:
IT
MUST
HAVE
AT
LEAST
8
CHARACTERS
WITH:
-­‐
AT
LEAST
1
NUMBER:
0-­‐9
-­‐
AT
LEAST
ONE
LETTER:
A-­‐Z
-­‐
AT
LEAST
1
SYMBOL:
!@#$%^*(
)
~`{
}
[
]
FILL
IN
ALL
THE
MANDATORY
FIELDS
(*)
7
CLICK
HERE
REGISTRATION
AND
ACCESS

8. COLLECT
ORGANIZE
FORMAT
8
FEATURES:
PAGE
LAYOUT

9. 9
TOP
BAR
TABS
FOLDERS
FEATURES:
PAGE
LAYOUT

10. 10
SEARCH
ON
ONLINE
DATABASES
AND
CATALOGUES
INSERT
REFERENCES
MANUALLY
DIRECT
IMPORT
USING
CAPTURE
IMPORT
REFERENCES
DIRECT
EXPORT
COLLECT:
COLLECTION
OPTIONS
TAB

11. 11
COLLECT:
IMPORTING
REFERENCES
DIRECT
IMPORT
USING
CAPTURE
INSERT
REFERENCES
MANUALLY
DIRECT
EXPORT
SEARCH
ON
ONLINE
DATABASES
AND
CATALOGUES
IMPORT
REFERENCES

12. SAVE
THE
REFERENCES
FROM
DATABASES
AND
EXTERNAL
CATALOGUES
AND
IMPORT
THEM
TO
ENDNOTE
WE
WILL
USE
SCOPUS
DATABASE
AS
AN
EXAMPLE
12
COLLECT:
IMPORTING
REFERENCES

13. 13
COLETAR:
IMPORTAÇÃO
DE
REFERÊNCIAS
DO
A
SEARCH
COLLECT:
IMPORTING
REFERENCES

14. 14
SELECT
ARTICLES
1
CLICK
ON
“EXPORT”
2
COLLECT:
IMPORTING
REFERENCES

15. 15
CLICK
ON
“EXPORT”
COLLECT:
IMPORTING
REFERENCES

16. 16
GO
BACK
TO
ENDNOTE
COLLECT:
IMPORTING
REFERENCES

17. 17
SEARCH
FOR
THE
FILE
SAVED
ON
YOUR
COMPUTER
1
CHOOSE
“REFMAN
RIS”
AS
YOUR
FILTER
2
CHOOSE
A
FOLDER
3
CLICK
ON
“IMPORT”
4
COLLECT:
IMPORTING
REFERENCES

18. 18
DONE!
REFERENCES
HAVE
BEEN
IMPORTED
COLLECT:
IMPORTING
REFERENCES

19. 19
FILTERS
DATABASES
FILTER
TYPE
BVS
(Ex.:
LILACS,
BDENF)
RefMan
Ris
CSA
(Ex.:
Eric,
Sociological
Abstracts)
Qualquer
filtro
CSA
JSTOR
RefMan
Ris
OVID
Qualquer
filtro
OvidSP
ProQuest
ProQuest
PSYCNET
(Ex.:
PsycInfo)
RefMan
Ris
PubMed
PubMed
(NLM)
Science
Direct
RefMan
Ris
SciFinder
Scholar
SciFinder
(CAS)
CHECK
THIS
TABLE
TO
VEFIFY
WHICH
FILTER
MUST
BE
USED
TO
IMPORT
REFERENCES
FROM
A
DATABASE
COLLECT:
IMPORT
FILTERS

20. 20
SEARCH
ON
ONLINE
DATABASES
AND
CATALOGUES
INSERT
REFERENCES
MANUALLY
IMPORT
REFERENCES
DIRECT
EXPORT
WE
WILL
USE
WEB
OF
SCIENCE
FOR
THE
FIRST
EXAMPLE
DIRECT
IMPORT
USING
CAPTURE
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

21. USE
THE
SHORTCUT
AVAILABLE
ON
ENDNOTE
TO
SEARCH
ON
WEB
OF
SCIENCE
DATABASES
21
EXAMPLE
1
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

22. 22
CLICK
HERE
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

23. 23
SELECT
THIS
TAB
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

24. 24
DO
YOUR
SEARCH
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

25. 25
SELECT
ARTICLES
AND
SAVE
ON
ENDNOTE
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

26. CHOOSE
FIELDS
AND
SEND
TO
ENDNOTE
26
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

27. WEB
OF
SCIENCE
27
REFERENCES
SENT
TO
ENDNOTE
WILL
DISPLAY
A
SYMBOL
FOR
IDENTIFICATION
ENDNOTE
REFERENCES
ARE
STORED
IN
FOLDER
[UNFILED]
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

28. 28
UNBLOCK
POP-­‐UP
ON
YOUR
SETTINGS
CLICK
ON
FOLDER
[UNFILED]
1
SELECT
“ALL”
AND
ADD
TO
A
FOLDER
2
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

29. DONE!
REFERENCES
ARE
IN
THE
SELECTED
FOLDER
29
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
1

30. INCLUDING
REFERENCES
RETRIEVED
FROM
DATABASES
AND
CATALOGUES
OUTSIDE
OF
ENDNOTE
WE
WILL
USE
A
CAPES
DATABASE
AS
EXAMPLE
30
EXAMPLE
2
SCOPUS,
EBSCO
ALSO
ALLOW
DIRECT
EXPORT
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
2

31. www.periodicos.capes.gov.br
31
SEACH
FOR
A
DATABASE
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
2
Couldn’t
find
an
English
version
for
this
website

32. 32
CHOOSE
ONE
OF
THE
OPTIONS
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
2

33. 33
INSERT
YOUR
SEARCH
TERMS
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
2

34. 34
CLICK
ON
EXPORT
1
SELECT
“RIS”
AND
ADD
TO
A
FOLDER
2
COLLECT:
DIRECT
EXPORT
–
EXAMPLE
2

35. INSERT
REFERENCES
MANUALLY
35
COLLECT:
DIRECT
IMPORT
(CAPTURE)
DIRECT
EXPORT
DIRECT
IMPORT
USING
CAPTURE
WE
WILL
USE
GOOGLE
SCHOLAR
AS
AN
EXAMPLE
SEARCH
ON
ONLINE
DATABASES
AND
CATALOGUES
IMPORT
REFERENCES

36. INSTALL
CAPTURE
TO
GET
REFERENCES
FROM
GOOGLE
SCHOLAR
36
COLLECT:
CAPTURE
INSTALLATION

37. INSERT
CAPTURE
REFERENCE
ON
YOUR
FAVORITES
BAR
OR
BOOKMARKS
TOOLBAR
37
BEFORE
NOW
GO
TO
THE
NEXT
SLIDE
TO
FIND
OUT
HOW
TO
INSTALL
CAPTURE
COLLECT:
CAPTURE
INSTALLATION

38. ........AND
DRAG
TO..............
HERE...
CLICK.....
HOW?
38
COLLECT:
CAPTURE
INSTALLATION

39. SEARCH
ON
GOOGLE
SCHOLAR
39
www.scholar.google.com
GO
TO:
COLLECT:
CAPTURE
INSTALLATION

40. 40
CLICK
TO
OPEN
COLLECT:
CAPTURE
INSTALLATION

41. 41
CLICK
HERE
TO
CAPTURE
REFERENCE
WEB
PAGE
ENDNOTE
IF
NECESSARY,
ADD
MORE
INFORMATION
ABOUT
THE
SELECTED
REFERENCE
AND
SAVE
COLLECT:
CAPTURE
INSTALLATION

42. DONE!
THE
REFERENCE
HAS
BEEN
SAVED
TO
FOLDER
[UNFILED]
42
COLLECT:
CAPTURE
INSTALLATION

43. 43
PESQUISA
ONLINE
EM
BASES
DE
DADOS
E
CATÁLOGOS
INSERÇÃO
MANUAL
DE
REFERÊNCIAS
IMPORTAÇÃO
DIRETA
USANDO
O
CAPTURE
IMPORTAÇÃO
DE
REFERÊNCIAS
EXPORTAÇÃO
DIRETA
COLLECT:
INSERT
ATTACHMENTS
TO
REFERENCES
YOU
CAN
ATTACH
A
FULL
TEXT
ARTICLE
IN
PDF,
DOC,
TXT,
AND
RTF

44. 44
CLICK
ON
THE
LINK
AND
SAVE
THE
ARTICLE
IN
PDF
ON
YOUR
COMPUTER
COLLECT:
INSERT
ATTACHMENTS
TO
REFERENCES

45. 45
CLICK
ON
THE
PAPER
CLIP
COLLECT:
INSERT
ATTACHMENTS
TO
REFERENCES

46. 46
CLICK
HERE
COLLECT:
INSERT
ATTACHMENTS
TO
REFERENCES

47. 47
ATTACH
THE
ARTICLE
YOU
HAVE
SAVED
PREVIOUSLY
CLICK
HERE
COLLECT:
INSERT
ATTACHMENTS
TO
REFERENCES

48. 48
BLUE
PAPER
CLIP:
ATTACHMENT
COLLECT:
INSERT
ATTACHMENTS
TO
REFERENCES

49. 49
49
COLLECT:
ONLINE
SEARCH
SEARCH
ON
ONLINE
DATABASES
AND
CATALOGUES
IMPORT
REFERENCES
DIRECT
IMPORT
USING
CAPTURE
DIRECT
EXPORT
INSERT
REFERENCES
MANUALLY

50. USE
THE
ONLINE
SEARCH
FROM
ENDNOTE
WE
WILL
USE
PUBMED
AS
AN
EXAMPLE
50
COLLECT:
ONLINE
SEARCH

51. SELECT
THE
OPTION
PubMed
(NLM)
51
COLLECT:
ONLINE
SEARCH

52. DO
THE
SEARCH
52
COLLECT:
ONLINE
SEARCH

53. 53
37
RETRIEVED
RECORDS
COLLECT:
ONLINE
SEARCH

54. SELECT
ARTICLES
AND
STORE
THEM
IN
A
FOLDER
54
COLLECT:
ONLINE
SEARCH

55. 55
COLLECT:
MANUAL
INSERTION
SEARCH
ON
ONLINE
DATABASES
AND
CATALOGUES
IMPORT
REFERENCES
DIRECT
IMPORT
USING
CAPTURE
INSERT
REFERENCES
MANUALLY
DIRECT
EXPORT

56. USE
THE
MANUAL
INSERTION
OPTION
FOR
REFERENCES
NOT
AVAILABLE
FROM
DATABASES,
CATALOGUES,
ETC.
56
COLLECT:
MANUAL
INSERTION

57. THE
RECORD
WILL
BE
SAVED
AUTOMATICALL
IN
THE
FOLDER
[UNFILED]
FILL
ALL
THE
FIELDS
WITH
THE
REFERENCE
DATA
57
DO
NOT
FORGET
TO
SELECT
A
REFERENCE
TYPE
(BOOKS,
ARTICLES,
ETC.)
COLLECT:
MANUAL
INSERTION

58. 58
ORGANIZE
TAB

59. 59
59
ORGANIZE:
MANAGE
GROUPS

60. ALL
COLLECTED
REFERENCES
CAN
BE
ORGANIZED
AND
MANAGED
60
ORGANIZE:
MANAGE
GROUPS

61. ADD
YOUR
COLLEAGUE’S
E-­‐
MAILS
AND
MANAGE
HOW
YOU
SHARE
THE
CONTENTS
OF
A
FOLDER
OR
DELETE
THEM
RENAME
FOLDERS
61

62. FOLDERS
THAT
OTHER
PEOPLE
SHARE
WITH
YOU
62

63. 63
WHEN
CHECKED,
THIS
OPTION
ALLOWS
YOU
TO
INSERT
IN
MICROSOFT
WORD®
CITATIONS
AND
REFERENCES
SHARED
BY
OTHERS

64. 64
64
ORGANIZE:
MANAGE
DUPLICATES

65. FIND
DUPLICATES
WARNING:
KEEP
THE
DUPLICATES,
AS
THE
SYSTEM
WILL
ELIMINATE
BOTH
REFERENCES
WHEN
A
DUPLICATE
IS
DELETED
65

66. 66
66
ORGANIZE:
MANAGE
ATTACHMENTS

67. 67
BLUE
PAPER
CLIP
:
WITH
ATTACHMENT
GREY
PAPER
CLIP
:
WITHOUT
ATTACHMENT

68. 68
CLICK
HERE
TO
DELETE
AN
ATTACHMENT

69. FORMAT
.........BIBLIOGRAPHY.........................................
FORMAT
ARTICLE..............................................
....CITE
WHILE
YOU
WRITE
PLUG-­‐IN...................
.........................................................................
TAB
.....................EXPORT
REFERENCES....................

70. FORMAT:
BIBLIOGRAPHY
.........BIBLIOGRAPHY.........................................
FORMAT
ARTICLE..............................................
....CITE
WHILE
YOU
WRITE
PLUG-­‐IN...................
.....................EXPORT
REFERENCES....................
.........................................................................

71. 71
THIS
OPTION
ALLOWS
YOU
TO
FORMAT
REFERENCES
AND
FORWARD
THEM
(BY
E-­‐MAIL,
PRINT,
ETC)
TO
ENDNOTE
NON-­‐USERS
FORMAT:
BIBLIOGRAPHY

72. CHOOSE
FOLDER
CHOOSE
A
STYLE
CHOOSE
A
FORMAT
72
FORMAT:
BIBLIOGRAPHY

73.
FORMAT:
CITE
WHILE
YOU
WRITE
PLUG-­‐IN
.........BIBLIOGRAPHY.........................................
FORMAT
ARTICLE..............................................
....CITE
WHILE
YOU
WRITE
PLUG-­‐IN...................
.....................EXPORT
REFERENCES....................
.........................................................................

74. INSTALL
PLUG-­‐IN
ON
YOUR
WORD
PROCESSING
SOFTWARE
(WORD®,
NOTES®)
TO
INSERT
CITATIONS
AND
REFERENCES
AUTOMATICALLY
74
FORMAT:
CITE
WHILE
YOU
WRITE
PLUG-­‐IN

75. 75
CHOOSE
OPERATIONAL
SYSTEM
FOLLOW
INSTALLATION
STEPS
FORMAT:
CITE
WHILE
YOU
WRITE
PLUG-­‐IN

76. 76
76
FOLLOW
THE
STEPS
TO
INSTALL
ON
WINDOWS
CLICK
FORMAT:
CITE
WHILE
YOU
WRITE
PLUG-­‐IN

77. 77
77
CLICK
ON
DOWNLOAD
TO
BEGIN
INSTALLATION
GO
TO
DOWNLOADS
AND
DOUBLE
CLICK
ON
“EndNotePlugins”
FORMAT:
CITE
WHILE
YOU
WRITE
PLUG-­‐IN

78. 78
78
CLICK
CLICK
FORMAT:
CWYW
PLUG-­‐IN
INSTALLATION

79. 79
79
CLICK
CLICK
FORMAT:
CWYW
PLUG-­‐IN
INSTALLATION

80. DONE!
SUCCESSFUL
INSTALLATION
80
80
OPEN
YOUR
WORD
PROCESSING
SOFTWARE
FORMAT:
CWYW
PLUG-­‐IN
INSTALLED

81. 81
AFTER
INSTALLATION,
NOTICE
THE
NEW
TAB
“ENDNOTE
WEB”
FORMAT:
CWYW
PLUG-­‐IN

82. 82
CLICK
ON
TAB
FORMAT:
CWYW
PLUG-­‐IN

83. FIND
AND
INSERT
CITATIONS
EDIT
CITATION
CONVERT
CITATIONS
TO
OTHER
STYLES
UPDATE
CITATIONS
AND
BIBLIOGRAPHY
83
FORMAT:
CWYW
PLUG-­‐IN

84. 84
LEAVE
THIS
TAB
OPEN
START
WRITING
1
TO
INSERT
A
CITATION,
KEEP
THE
CURSOR
ON
THE
RIGHT
HAND
SIDE
OF
THE
WORD
2
CLICK
HERE
AND
SELECT
THE
REFERENCE
YOU
WISH
TO
INSERT
3
FORMAT:
HOW
TO
USE
THE
CWYW
PLUG-­‐IN

85. 85
DONE!
CITATIONS
AND
REFERENCES
HAVE
BEEN
INCLUDED
FORMAT:
HOW
TO
USE
THE
CWYW
PLUG-­‐IN

86. 86
TYPE
IN
“REFERENCES”
TO
SEPARATE
THE
TEXT
FROM
THE
REFERENCES
FORMAT:
HOW
TO
USE
THE
CWYW
PLUG-­‐IN

87. 87
CHOOSE
A
STYLE:
VANCOUVER,
ABNT,
APA...
SOME
STYLES
ARE
NOT
UP
TO
DATE
AND
MAY
NEED
CORRECTIONS
FORMAT:
HOW
TO
USE
THE
CWYW
PLUG-­‐IN

88. 88
FOR
EXAMPLE
VANCOUVER
STYLE
TITLE
IS
NOT
ABBREVIATED
EX.:
J
Adv
Nurs.
VANCOUVER
STYLE
INCORRECT
FINAL
PAGINATION
EX.:
1171-­‐81
FORMAT:
HOW
TO
USE
THE
CWYW
PLUG-­‐IN

89. FORMAT:
FORMAT
ARTICLE
.........BIBLIOGRAPHY.........................................
FORMAT
ARTICLE..............................................
.....................EXPORT
REFERENCES....................
.........................................................................
...CITE
WHILE
YOU
WRITE
PLUG-­‐IN....................

90. ALLOWS
YOU
TO
FORMAT
CITATIONS
AND
REFERENCES
OF
A
TEXT
THAT
HAS
NOT
BEEN
FORMATTED
ON
ENDNOTE
90
FORMAT:
FORMAT
ARTICLE

91. 91
BROWSE
TEXT
1
CHOOSE
A
STYLE
2
AND
CLICK
HERE
3
FORMAT:
FORMAT
ARTICLE

92. FORMAT:
EXPORT
REFERENCES
FORMAT
ARTICLE..............................................
.....................EXPORT
REFERENCES....................
.........................................................................
.........BIBLIOGRAPHY.........................................
...CITE
WHILE
YOU
WRITE
PLUG-­‐IN....................

93. 93
ALLOWS
YOU
TO
EXPORT
REFERENCES
FROM
ENDNOTE
TO
OTHER
CITATION
MANAGERS
FORMAT:
EXPORT
REFERENCES

94. CHOOSE
A
FOLDER
DEFINE
A
FILTER
SAVE
OR
SEND
BY
E-­‐MAIL
TO
EXPORT
94
FORMAT:
EXPORT
REFERENCES

95. PASSWORD
E-­‐MAIL
ADDRESS
PROFILE
INFORMATION
LANGUAGE
DOWNLOAD
INSTALLERS
ACCOUNT
INFORMATION
95
OPTIONS
TAB

96. 96
TO
CHANGE
PASSWORD,
FILL
THESE
FIELDS
OPTIONS:
PASSWORD

97. 97
TO
CHANGE
E-­‐MAIL,
FILL
IN
THESE
FIELDS
OPTIONS:
E-­‐MAIL
ADDRESS

98. 98
TO
CHANGE
PROFILE
INFORMATION,
FILL
IN
THESE
FIELDS
OPTIONS:
PROFILE
INFORMATION

99. 99
TO
CHANGE
INTERFACE
LANGUAGE,
CHOOSE
ONE
OF
THESE
OPTIONS
OPÇÕES:
LANGUAGE

100. 100
CHECK
THIS
OPTIONS
TO
DOWNLOAD
INSTALLERS
OPÇÕES:
DOWNLOAD
INSTALLERS

101. 101
VIEW
ACCOUNT
INFORMATION
OPÇÕES:
INFORMAÇÕES
DE
CONTA

102. 102
“WANDA
DE
AGUIAR
HORTA”
LIBRARY
–
SCHOOL
OF
NURSING
–
UNIVERSITY
OF
SAO
PAULO
QUESTIONS?
GET
IN
TOUCH!
JULIANA
TAKAHASHI
YUKA
SAHEKI
&
-­‐
2014
julytkbr@usp.br
yukasah@usp.br
TRANSLATION
TO
ENGLISH:
ALINE
GONCALVES