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EndNoteWeb Reference Management Software (module 5)


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Title: EndNoteWeb Reference Management Software (module 5)

EndNoteWeb Reference Management Software (module

MODULE 5 EndNoteWeb
  • Instructions - This part of the
  • course is a PowerPoint demonstration intended to
    introduce you to EndNoteWeb a reference
    management software program that is accessible
    via HINARI.
  • module is off-line and is intended as an
    information resource for reference use.

Table of Contents
  • EndNoteWeb
  • Web of Science Special Edition Current Contents
    and Medline
  • Note all are available only to Band 1 HINARI

What is Reference Management Software?
  • Reference management software is software for
    scholars and authors to use for recording and
    utilizing bibliographic citations (references).
  • Once a citation has been recorded, it can be
    used time and again in generating bibliographies,
    such as lists of references in scholarly books,
    articles and essays. The development of reference
    management packages has been driven by the rapid
    expansion of scientific literature...

  • These software packages normally consist of a
    database in which full bibliographic references
    can be entered, plus a system for generating
    selective lists or articles in the different
    formats required by publishers and learned
  • Modern reference management packages can
    usually be integrated with word processors so
    that a reference list in the appropriate format
    is produced automatically... They will also have
    a facility for importing the details of
    publications from bibliographic databases.
  • http//en.wikipedia.org/wiki/Reference_management_
  • 03 May 2009

What is EndNoteWeb?
  • EndNoteWeb is a commercial reference management
    software package, used to manage bibliographies
    and references when writing essays and articles.
    It is made by Thomson Scientific.
  • Users can add references to a 'library' manually
    or via importing or exporting via the program.
    Via PubMed, users can select citations, select a
    specific format, and save them as .txt files
  • http//en.wikipedia.org/wiki/EndNote 26
    April 2009

Welcome to the HINARI Homepage
Welcome to the HINARI Homepage. This tutorial
will look at how to use EndNoteWeb First, we will
access the HINARI website, using the URL
http//www.who.int/hinari/ , then click on the
Login button.
Logging into HINARI 2
We will need to enter our HINARI User Name and
Password in the appropriate boxes, then click on
the Login button. Note If you do not properly
sign on, you will not have access to full text
If you fail to use the Login page, you will have
a second option on the Full text journals,
databases and other resources page.
EndNoteWeb Using the Reference Sources drop down
menu, we will access EndNoteWeb, one of the three
options for this bibliographic software.
Other EndNote Options Using the Databases and
Article Searching drop down menu, you also can
access Web of Knowledge Special Edition Current
Contents and Web of Knowledge Special Edition -
Medline. From these databases, you can save
bibliographic citations to EndNoteWeb.. We will
discuss these options at the end of this module.
This is the Sign In page for an EndNoteWeb
account. We will go through the steps to
register. You first click on the Sign Up for an
account - to complete this process.
The first registration step is to enter your
E-mail Address twice and click on Continue.
You will be directed to this screen where you are
required to enter your First and Last Names plus
a Password and answer questions about your
Primary Role/Title and Subject Area. You also
must 'agree' to the license agreement. Note the
complicated Password Guidelines and please make
sure you save the password in a secure place.
From the initial EndNoteWeb page, you are given
the options to My References, Collect, Organize
and Format bibliographic citations. We will
review all these sections.
From the Collect section, there are three options
to obtain citations. The Online Search option
retrieves references from a selected database or
library catalog. The New Reference enables users
to create new references by entering manually the
relevant data in the bibliographic fields of the
displayed template. The Import References is
used to collect references saved as text files
(.txt) from databases or any other sources.

The Online Search option can be used to retrieve
references from the PubMed(NLM) in the drop-down
list however, this option has limited
functionality plus you are familiar with
searching/saving in the HINARI/PubMed version.
In this module, we will search references from
the recommended HINARI/PubMed and use the Import
References option to import the citations to
EndNoteWeb. (Note See Appendix 1 on how to
complete an online search in the EndNoteWeb
PubMed option)
We will access HINARI/PubMed from the HINARI
Full-text journals, databases and other resources
page. In the PubMed Search box, enter the avian
flu AND chickens keyword search. After the
search is displayed, check the left-column boxes.
(see Module 4.1 for further instructions). These
checked citations will be exported to EndNoteWeb.
After switching to the MEDLINE from the Display
drop down menu, 12 citations that previously were
checked are listed. We will click on the send
to file option in order to save and export these
files to EndNoteWeb . Note that the Medline
display lists the fields that will be transferred
to EndNoteWeb
Open the file in Notepad (or a word processing
software) and give it a .txt file extension.
Click on Save File. You can save this .txt file
to the computer's hard drive (C) , a CD-Rom,
floppy disk or flash drive..
Via the HINARI Reference Sources drop down menu,
access and Login to EndNoteWeb.
In the Collect section, we will open the Import
References option. From the File drop down
menu, browse for the previously saved .txt file,
activate PubMed(NLM) from the filter menu and, in
the To Select menu, choose the new group option.
In the Enter a New Group Name option, add the
Avian Flu and Chickens name and click on OK. The
final step is to click on the Import box and
transfer the files from the .txt file.
This slide confirms that 12 references have been
imported into the Avian Flu and Chickens group
that previously was created.
From the My References option, display the Avian
Flu and Chickens group. Note that all the groups
are displayed. For all of these citations, you
can view the Author, Year, Title and Journal
information. Also, you can Copy, Delete or
Remove from Group any of the citations.
In Collect, you also can import records from an
EndNote File that you have saved. You are able
to select the EndNote Filter and also select a
group (e.g. Avian Flu and Chickens) that the
files will be imported To. We now will proceed
to the Organize section.
In the Collect section, you also can manually
enter New References in the Bibliographic Fields.
The key is to make sure you have entered all
the relevant data so that that they can be
formatted correctly.
In the Organize/Manage My Groups section, you
will note that the Avian Flu and Chickens Group
has 12 references and a previously saved Bednets
Group has 17 references. Also you can create
New Group(s) if you choose and look at other
Group(s) that have been created.
In the Format section, we have activated the
Bibliographic style drop down menu. From this
page, you can choose a specific journal or format
(e.g. BMC Medicine). In the Commonly Used Styles
list, the Harvard Writing Style Guide is
recommended for Science related bibliographic
For this bibliography, we will organize the Avian
Flu and Chickens References using the Harvard
Bibliographic style with the TXT File Format.
You also have Save, Email and Preview Print
We have displayed the Print option. Note that
in the Harvard writing style, the citations are
in alphabetical order by author and also include
the year published, title, abbreviated journal
title, volume and pages.
We have displayed the E-Mail option. You can
send an email of this bibliography to a colleague
or to yourself (if you do not have a flash or
floppy drive available).
We have displayed the Save option. As noted with
importing of files, you can save this text
document to the computer's hard (C) drive, a
CD-ROM, flash drive or floppy disk.
We have saved the file to the C drive in the
Documents/HINARI folder as a .txt file. This
file can be opened with any word processing
software. Note the display of the bibliographic
citation that is using the Harvard Style.
In the Format section, you have two other
options. The Export References feature allows
you to export your references in one of several
standard export styles to Save, E-Mail or Print
for alternative use.
The Format Paper option lets you save references
to a document or file as a rich text file (.rtf)
- for temporary citations. A new version of your
paper is saved with formatted citations and a
bibliography. In this example we will select the
Harvard Bibliographic style.
In the Options section, you can choose to change
your Password, E-mail Address and Profile
Information. We have displayed the Change
Password option.
Summary - Once you have registered for
EndNoteWeb, you will be able to Login to the
software from this page by entering your E-mail
Address and Password. Remember to access
EndNoteWeb from Reference Sources drop down menu
on the HINARI Full text journals, databases, and
other resources page.
As previously noted... By using the Databases
and Article Searching drop down menu, you also
can access Web of Knowledge Special Edition
Current Contents and Web of Knowledge Special
Edition - Medline. We now will discuss these
To access ISI Web of Knowledge, you will login
with the E-mail Address and Password you created
for EndNoteWeb. Note from ISI Web of Knowledge,
you have access to several databases and can
transfer references to EndNoteWeb plus set up
history and citation alerts.
This is the initial page of ISI Web of Knowledge
that includes an All Databases option. According
to Thompson Publishing, ISI Web of Knowledge is
'a unified platform that integrates all data and
search terms together. It combines
multidisciplinary databases with content-specific
selections and tools for analysis and
For this exercise, we have the options of
selecting either the Medline or Current Contents
Connect or All Databases. We will select the
All Databases option since we want to expand on
the search that was completed in PubMed.
Once again, we will complete the avian flu AND
chickens keyword (topic) search. Note the
various search options from the drop down menu.
We have completed the avian flu AND chickens
search. Again, we place a check mark in the box
next to the author's name to transfer titles to
a group. For retrieval of the citations, options
include Print, E-Mail and Save to EndNoteWeb.

Web of Knowledge has acknowledged that the 5
records have been saved to My EndNote Web
Library. Using the link at the top of the page,
you can enter your My Endnote Web account. You
also have the option of going Back to Results.
We now have accessed the All My References
display. In the left column, the, 5 records from
Web of Knowledge have been saved to EndNote Web
in the Unfiled group. Also note the original 12
citations from the Avian Flu and Chickens group
plus a previous one titled Bednets.
We have displayed the Unfiled citations. By
checking the boxes and highlighting the
appropriate group from the drop down menu, you
can add these references to the Avian Flu and
Chickens group. Note that Web of Knowledge is
listed as the Source Record for these citations.
We now have transferred 5 previously Unfiled
citations to the Avian Flu and Chickens group and
have a total of 17 references.
Periodically, you will want to delete references
from your EndNoteWeb account. We have returned to
the My References display, have clicked on all
the entries in the Bednets group and on the
Delete icon.
In the My References column, you will note no
citations in the Bednets and 30 in the Unfiled
group. You will need to click on the citations
once more and delete them to the Trash group. If
you are interested in learning how to obtain
citations from the EndNote version of PubMed,
proceed to Appendix 1. This is the end of Module
5 There is a Work Book to accompany this part of
the module. The workbook will take you through a
live session covering the topics included in this
demonstration with working examples. Updated 05
Appendix 1 - From the Collect section, we will
obtain citations using the Online Search option
to access full-text articles from the EndNoteWeb/
version of PubMed (NLM) database . Initially,
click on the PubMed (NLM) link from the drop down
In this PubMed Online Search list, we are
combining the terms bednets And clinical trials
by using the Any Field option. Note, in the
drop down menu, the various choices to make a
search more precise that uses many of the PubMed
LIMITS options.
From PubMed, we have 61 articles for the bednets
AND clinical trials search. We will Retrieve
these citations.
In the Online Search Results page, you can view
citations that are similar to the HINARI/PubMed
Summary display. You can show 10, 25 or 50
citations on a page. To save citations to a
group, you must place a check mark in the box
next to the author's name. In this example, we
have checked 5 boxes. We will click on the add
to group drop down menu that allows you to
create a new group and lists previous groups.
Note the Go to URL link. This will transfer you
to the PubMed Citation for this listing - see
next slide.
This is an example of the Citation display of
PubMed. It will include an icon for a further
link to a Free Full Text article (if applicable)
but not a HINARI one. If you choose to access
the other articles, you must check if it is a
HINARI title by viewing the Find journals by
title A-Z list.
We now have displayed the add to group option and
will create the Bednets group by entering the
name and clicking on OK.
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